Gelteq Signs Three Year Sales Agreement with Shenzhen Mana Health Management Co. Strengthening Gelteq’s Nutritional Product Expansion into China
Rhea-AI Summary
Gelteq (GELS) entered a three-year sales agreement with Shenzhen Mana Health Management to distribute Gelteq’s proprietary gel nutritional formulation across China.
The agreement includes minimum annual order volumes and Gelteq expects to derive a minimum of approximately USD $1.3 million in revenue during the three‑year term. Mana will use a multichannel network (digital plus offline retail) to promote a sugar‑lowering nutritional product and create a pathway to introduce additional Gelteq formulations in China.
Management said the deal builds on recent Asia sports product launches and aims to generate more predictable revenue and adoption of Gelteq’s gel delivery platform.
Positive
- Three-year binding sales agreement with Mana
- Minimum contracted revenue of ~USD $1.3M during the term
- Access to Mana’s digital and offline multichannel distribution
- Pathway to introduce additional products in China
Negative
- Minimum revenue of ~USD $1.3M is modest over three years
- China rollout initially concentrated with a single distributor
Market Reaction 15 min delay 3 Alerts
Following this news, GELS has declined 6.19%, reflecting a notable negative market reaction. Our momentum scanner has triggered 3 alerts so far, indicating moderate trading interest and price volatility. The stock is currently trading at $1.06. This price movement has removed approximately $749K from the company's valuation.
Data tracked by StockTitan Argus (15 min delayed). Upgrade to Silver for real-time data.
Key Figures
Market Reality Check
Peers on Argus 1 Down
Peers show mixed moves: TLPH up 3.2%, while IMCC, TXMD, and FLGC are down between 4.76% and 9.88%, indicating stock-specific rather than sector-driven dynamics for GELS.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 05 | Preclinical results | Positive | +5.8% | Preclinical data showed improved delivery for oil-soluble and poorly soluble drugs. |
| Dec 02 | Conference appearance | Positive | +3.9% | CEO scheduled to present on growth strategy and upcoming catalysts. |
| Nov 24 | Preclinical results | Positive | +20.4% | Positive pharmacokinetic results supporting an FDA pathway for an antihistamine. |
| Oct 23 | Preclinical trial start | Positive | +23.0% | Commencement of preclinical trial for oil-soluble and poorly soluble drugs. |
| Oct 09 | Partnership agreement | Positive | +6.3% | New product development and profit-share agreement for HAMSB bowel polyp product. |
Recent positive R&D and partnership news has consistently coincided with positive 24-hour price reactions.
Over the last few months, Gelteq has reported a series of positive developments, including preclinical data showing enhanced bioavailability on Nov 24, 2025 and improved oral delivery for poorly soluble drugs on Dec 5, 2025. It also began a preclinical animal trial targeting oil-soluble drugs on Oct 23, 2025 and signed a product development and profit-share agreement with Melbourne Health on Oct 9, 2025. An investor conference appearance was announced on Dec 2, 2025. Today’s China distribution agreement fits this pattern of advancing commercialization and partnerships around its gel platform.
Market Pulse Summary
The stock is down -6.2% following this news. A negative reaction despite the China agreement would contrast with recent history, where positive operational updates, such as the preclinical data on Nov 24, 2025 and Dec 5, 2025, coincided with gains. The decline could reflect renewed focus on Form 20-F disclosures, including the AUD $6,645,453 fiscal 2025 loss and going-concern warnings, or skepticism about how much impact the minimum USD $1.3 million contract revenue might have against ongoing cash needs.
AI-generated analysis. Not financial advice.
Agreement includes minimum annual order commitments totalling approximately USD
MELBOURNE, Australia, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Gelteq Limited (“Gelteq” or the “Company”), a clinical and science based innovator in gel based oral delivery technologies, today announced that it has entered into a three year sales agreement with Shenzhen Mana Health Management Co. Ltd. (“Mana”) under which Mana will distribute consumer nutritional products within China using Gelteq’s proprietary gel formulation. The agreement represents a significant step forward in expanding Gelteq’s nutritional product portfolio in China.
Mana is a well-established distributor of healthcare and wellness products in China with a strong digital presence and a network of offline retail sales channels. This infrastructure provides an existing platform to introduce Gelteq’s nutritional formulations to a new and broad consumer base across the country.
Under the agreement, Mana will promote, market, and sell a nutritional formulation primarily focused on sugar lowering across China through its multichannel healthcare network. The agreement also includes minimum annual order volumes during its three-year term which Gelteq expects to derive a minimum revenue of approximately USD
The agreement accelerates Gelteq’s strategy to expand its proprietary nutritional formulations in China, one of the world’s largest and fastest growing wellness and functional nutrition markets. The agreement also establishes a pathway to introduce additional nutritional products that incorporate Gelteq’s proprietary technology.
“Our agreement with Mana Health represents a significant milestone in expanding nutritional products featuring Gelteq’s technology in China,” said Nathan Givoni, Chief Executive Officer of Gelteq. “By securing multi-year minimum commitments from distributors such as Mana, we seek to generate predictable revenue and advance the adoption of our platform in one of the most strategically important markets for nutritional products globally.”
The agreement builds upon the recent launch of Gelteq’s sports performance range across Asia and reflects increased demand for Gelteq’s innovative gel based technology. The Company’s expanding presence in Asia demonstrates both market readiness and consumer appetite for scientifically developed delivery formats that enhance convenience, taste, and functionality.
“The momentum we are seeing across Asia highlights the versatility of our gel platform and the readiness of our regional partners to distribute our science driven solutions,” Mr. Givoni said. “We are actively pursuing additional partnerships of a similar nature in the near term.”
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.
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 are the terms of Gelteq’s three-year sales agreement with Mana (GELS)?
Which product will Mana distribute in China for Gelteq (GELS)?
How will Gelteq (GELS) reach Chinese consumers under the Mana agreement?
Does the Mana deal allow Gelteq (GELS) to sell other products in China?
How does this agreement relate to Gelteq’s recent Asia product activity (GELS)?
