Gelteq and Healthy Extracts to Expand Gel-Based Nutrition Technologies with New Strategic Manufacturing & Commercial Partnership

Rhea-AI Summary

Gelteq (ASX:GELS) and Healthy Extracts signed a Memorandum of Understanding on February 11, 2026 to enable U.S. manufacturing and global distribution of Gelteq’s proprietary gel-based nutraceutical formulations.

Healthy Extracts will manufacture, commercialise and distribute US-made gel products while Gelteq retains IP and provides technical transfer.

News Market Reaction

-1.44%

4 alerts

-1.44% News Effect

+8.0% Peak Tracked

-15.7% Trough Tracked

-$125K Valuation Impact

$9M Market Cap

0.0x Rel. Volume

On the day this news was published, GELS declined 1.44%, reflecting a mild negative market reaction. Argus tracked a peak move of +8.0% during that session. Argus tracked a trough of -15.7% from its starting point during tracking. Our momentum scanner triggered 4 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $125K from the company's valuation, bringing the market cap to $9M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Share price: $0.80 Price change 24h: -1.36% 52-week range: $0.67–$4.11 +5 more

8 metrics

Share price $0.80 Pre-news current price for GELS

Price change 24h -1.36% Move in the 24 hours before this partnership news

52-week range $0.67–$4.11 52-week low and high before this news

200-day MA $1.38 Longer-term moving average vs current $0.80 price

FY2025 loss AUD$6,645,453 Total loss for year ended June 30, 2025 (Form 20-F)

FY2024 loss AUD$3,546,195 Total loss for year ended June 30, 2024 (Form 20-F)

China sales minimum USD$1.3 million Minimum revenue expected over three-year Shenzhen Mana agreement

Market cap $8,686,669 Equity value prior to this announcement

Market Reality Check

Price: $0.7950 Vol: Volume 11,536 is far belo...

normal vol

$0.7950 Last Close

Volume Volume 11,536 is far below the 20-day average of 3,028,612, indicating limited pre-news trading interest. normal

Technical Price at $0.80 is trading below the 200-day MA of $1.38, reflecting a weak longer-term trend.

Peers on Argus

Momentum scanner only flagged BFRI moving up, with no broad moves among close pe...

1 Up

Momentum scanner only flagged BFRI moving up, with no broad moves among close peers like FLGC, TXMD, or AYTU. This points to stock-specific rather than sector-driven dynamics.

Previous Partnership Reports

1 past event · Latest: Dec 16 (Positive)

Same Type Pattern 1 events

Date	Event	Sentiment	Move	Catalyst
Dec 16	Commercial partnership	Positive	+0.1%	Hong Kong Flag Football partnership expanding Asia sports and China-linked distribution.

Pattern Detected

Limited history for partnership news shows a small positive price reaction, suggesting past partnerships have not driven large immediate moves.

Recent Company History

Over the past few months, Gelteq reported several preclinical data wins showing enhanced bioavailability and oral delivery performance, alongside commercial steps into Asia, including a three-year sales agreement in China and a sports-focused partnership in Hong Kong. Partnership-type news previously produced only a modest 0.11% move. Against this backdrop, the new U.S.-focused manufacturing and commercialization partnership fits a continued push to broaden distribution and applications for its gel-based platform.

Historical Comparison

+0.1% avg move · Prior partnership news in Dec 2025 led to only a 0.11% move, suggesting these announcements have his...

partnership

+0.1%

Average Historical Move partnership

Prior partnership news in Dec 2025 led to only a 0.11% move, suggesting these announcements have historically driven modest immediate price impact.

Partnerships have evolved from regional sports and China distribution relationships toward a broader U.S. manufacturing and global commercialization focus for Gelteq’s gel-based nutraceutical platform.

Market Pulse Summary

This announcement outlines a U.S.-based manufacturing and commercial partnership aimed at scaling Ge...

Analysis

This announcement outlines a U.S.-based manufacturing and commercial partnership aimed at scaling Gelteq’s gel-based nutraceutical products. It builds on earlier agreements, including a China-focused deal with minimum revenue of USD$1.3 million over three years and a Hong Kong sports partnership. Investors may watch for finalized Manufacturing & Royalty terms, actual production start, channel uptake, and how these arrangements help address the substantial losses noted in the recent Form 20-F.

Key Terms

memorandum of understanding, mou, nutraceutical, white-label, +2 more

6 terms

memorandum of understanding regulatory

"announced the signing of a Memorandum of Understanding (“MoU”) formalising a strategic"

A memorandum of understanding (MOU) is a formal agreement between two or more parties that outlines their shared intentions and plans to work together. It acts like a handshake in writing, clarifying each side’s roles and expectations before any official contract is signed. For investors, an MOU signals that parties are serious about collaboration, which can influence future business opportunities and potential growth.

mou regulatory

"This MoU expands our product pipeline with next-generation gel-based nutraceuticals"

A memorandum of understanding (MOU) is a written agreement that outlines the basic terms and shared intentions between parties before a formal contract is drawn up. Think of it as a detailed handshake that signals commitment to work together; for investors it matters because an MOU can indicate a likely future deal, partnership or transaction that could affect a company’s strategy, revenues or risks, even though it often lacks full legal force.

nutraceutical medical

"commercial rollout of next-generation gel-based nutraceutical products."

A nutraceutical is a product made from food ingredients that is promoted to provide health benefits beyond basic nutrition — for example vitamins, herbal extracts, fortified foods, and dietary supplements. Investors watch nutraceuticals because they sit between food and medicine: consumer demand, limited regulation, and claims about health effects can drive fast sales and higher margins but also create liability, regulatory risk, and uncertainty about long‑term efficacy, which affect company value.

white-label financial

"with the opportunity available to white-label finished goods for select customers."

A white-label product or service is made by one company but sold under another company's brand so the reseller can offer it as if they created it. Think of it like a supermarket selling a generic cereal that was produced in the same factory as national brands. For investors, white-label arrangements can boost revenue and speed market entry with lower development costs, but they also concentrate reliance on third-party suppliers and can limit differentiation and pricing power.

intellectual property regulatory

"enable manufacturing whilst retaining full ownership of its intellectual property."

Intellectual property are legal rights that protect creations of the mind—such as inventions, brand names, designs, software, or secret formulas—giving the owner control over who can use, copy or sell them. For investors, IP is like owning a blueprint or recipe: it can generate steady income through exclusive sales or licensing, boost a company’s competitive edge and valuation, and also create costs or risks if rights must be defended or challenged in court.

royalty agreement financial

"seek to finalise the full Manufacturing & Royalty Agreement and to formalise"

A royalty agreement is a contract that lets one party use an asset—like a patent, brand, mineral rights, or creative work—in exchange for regular payments tied to sales, production, or revenue. For investors it matters because royalties create predictable income streams or obligations that affect a company’s cash flow, valuation and risk profile, similar to collecting rent from a tenant or paying a landlord for use of property.

AI-generated analysis. Not financial advice.

MELBOURNE, Australia and LAS VEGAS, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Gelteq Limited (“Gelteq”) and Healthy Extracts™ Inc. (“Healthy Extracts”) today announced the signing of a Memorandum of Understanding (“MoU”) formalising a strategic partnership designed to accelerate the commercial rollout of next-generation gel-based nutraceutical products. The collaboration builds on Healthy Extracts’ prior purchases of Gelteq-formulated products and marks the first phase of a long-term plan to bring Gelteq’s proprietary gel delivery technology to large-scale US manufacturing and global distribution.

Under the MoU, Healthy Extracts will leverage its established US-based nutritional manufacturing capabilities to produce new gel-based nutraceutical products using Gelteq’s proprietary formulations, technical processes, and expertise. The collaboration enables both companies to combine complementary strengths; Gelteq’s innovation in gel-delivery science and Healthy Extracts’ operational manufacturing excellence and market access.

US-Manufactured Products with Global Distribution

Through this partnership, new gel-based nutraceutical products will be end-to-end manufactured in the United States using Healthy Extracts’ in-house capabilities and then distributed across both domestic and international channels. This structure is designed to support rapidly scalable production, strengthen supply-chain reliability, and meet the growing global demand for novel, science-backed delivery formats in the nutrition category.

Healthy Extracts will serve as the primary manufacturer, commercial seller, and distribution partner for this range of products, with the opportunity available to white-label finished goods for select customers. Gelteq will provide the required technical transfer to enable manufacturing whilst retaining full ownership of its intellectual property. Both companies will collaborate on marketing initiatives and future product development.

Expanding Gelteq’s Technology Into New Applications and Markets

“This partnership marks a significant step in expanding the reach of our gel-based technologies,” said Nathan Givoni, CEO of Gelteq. “Healthy Extracts brings the manufacturing strength and market presence needed to introduce new gel-format nutraceuticals at scale. We’re thrilled to see our technology applied to new product categories and new global markets.”

“This MoU expands our product pipeline with next-generation gel-based nutraceuticals and establishes a clear pathway to scalable U.S. manufacturing and commercial execution,” said Don Swanson, CEO of Healthy Extracts. “We intend to accelerate product rollout, broaden distribution across multiple channels, and support longer-term international expansion, as well as collaborate on additional product development, strategic commercialization initiatives, and expanded market opportunities over time.”

A Commercial Partnership Positioned for Scale

As global demand increases for advanced nutraceutical delivery systems, the companies believe gel-based formats represent one of the next major growth frontiers in functional nutrition. With Healthy Extracts’ manufacturing infrastructure and Gelteq’s proprietary technology, the partnership establishes a pathway to commercialise multiple lines of gel-based products while also opening opportunities for joint expansion into new regions such as China and emerging wellness markets.

Following the signing of the MoU, the companies seek to finalise the full Manufacturing & Royalty Agreement and to formalise commercial terms.

About Gelteq Ltd.

Headquartered in Melbourne, Australia, Gelteq (NASDAQ: GELS) is a biotechnology company that has developed a novel drug delivery platform in an ingestible gel form. Gelteq specializes in the formulation, development and manufacturing of gel products for licensed partners across pharmaceutical, consumer health and animal health markets. The proprietary formulation technology aims to address challenges associated with conventional drug and nutrient delivery by enhancing bioavailability, improving patient compliance, and enabling precise dosing. For more information, visit www.gelteq.com.

About Healthy Extracts Inc.
Healthy Extracts Inc. (OTCQB: HYEX) develops, manufactures and markets proprietary, science-based supplements for brain, heart, and gut health. The platform is a vertically integrated NutraTech platform leveraging patented oral delivery technologies and strategic acquisitions to scale health and pharmaceutical-adjacent markets that deliver wellness solutions. For more information, visit www.healthyextracts.com

Gelteq Contact:
Investor Relations
Matt Kreps, Darrow Associates IR
+1-214-597-8200
mkreps@darrowir.com

Forward-Looking Statements

Certain statements in this press release may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical fact, contained herein are forward-looking statements. Forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those expressed or implied in such statements. For a discussion of these risks and uncertainties, refer to Gelteq’s filings with the U.S. Securities and Exchange Commission, including its Annual Report on Form 20-F filed on November 17, 2025. Gelteq undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date hereof.

FAQ

What did Gelteq (GELS) and Healthy Extracts announce on February 11, 2026?

They signed a Memorandum of Understanding to commercialise Gelteq gel-based nutraceuticals in the U.S. and abroad. According to Gelteq, Healthy Extracts will manufacture and distribute U.S.-made products using Gelteq formulations while Gelteq retains intellectual property and provides technical transfer.

How will the Gelteq (GELS) and Healthy Extracts partnership affect manufacturing location and scale?

Production will be end-to-end manufactured in the United States to support scalable output and supply reliability. According to Healthy Extracts, its in-house U.S. manufacturing will produce gel-based products for domestic and international distribution to meet rising demand.

Who owns the intellectual property for the gel delivery technology in the Gelteq (GELS) deal?

Gelteq retains full ownership of its proprietary gel delivery intellectual property while enabling manufacturing. According to Gelteq, the company will perform the technical transfer needed for Healthy Extracts to produce formulations under agreed terms.

Will Healthy Extracts (partner of Gelteq GELS) sell white-label gel products for customers?

Yes; Healthy Extracts may white-label finished gel-based nutraceutical goods for select customers under the MoU framework. According to Healthy Extracts, the arrangement positions the company to act as primary manufacturer, commercial seller, and distribution partner.

What are the next steps and commercial agreements after the Gelteq (GELS) and Healthy Extracts MoU?

Both companies intend to finalise a Manufacturing & Royalty Agreement and formalise commercial terms following the MoU. According to Gelteq and Healthy Extracts, they will collaborate on marketing, product development, and seek broader international expansion opportunities.