Member Info for PXSWatcher

O/T but nice to see PXS's original VC backer CLBX (ex-Angle) with a good RNS.

Per gixer's Douyin promo vid, if it was not true that, "It's coming soon, stay tuned!", BH wouldn't have risked putting it on their official channel, as SAMR and / or the CCP censors would have forced its removal.

Douyin is the version of TikTok within China; heavily censored but according to GrokAI...

Douyin is heavily used by large companies (both Chinese and international) for e-commerce promotion. It has evolved into one of China’s top e-commerce platforms, combining short-video content, live-streaming shopping, and a dedicated “Douyin Mall” (shelf/search-based shopping) to drive direct sales. Large brands treat it as a core channel for awareness, engagement, and conversion—not just advertising.

marketingtochina.com +1

Key ways large companies use it:Live-streaming commerce: Enterprise accounts and influencers host real-time sales sessions. Top brands run their own official livestreams or partner with KOLs (key opinion leaders).

Short-video content marketing: Branded videos with shoppable links drive impulse buys and virality.

Douyin Mall / shelf commerce: Search-optimized product listings for users who already intend to buy (this segment now accounts for ~40%+ of Douyin’s total GMV in recent years).

eu.36kr.com

Evidence from major brands and data (2024–2026):Procter & Gamble: Intensified influencer partnerships on Douyin to promote products like Pantene, boosting online market share in hair care.

businesswire.com

L’Oréal and beauty giants: Run influencer-led campaigns and official accounts; Lancôme achieved millions in RMB sales shortly after launching its Douyin presence.

oliverwyman.com +1

Luxury and fashion brands: Chanel, Charlotte Tilbury, Lancôme, YSL, Michael Kors, and COACH actively use Douyin for livestreams, collaborations, and product launches (e.g., COACH’s co-branded livestream generated significant GMV).

mckinsey.com +1

Cross-border/international players: Japanese and other global brands use Douyin EC Global (ByteDance’s dedicated cross-border program) for direct e-commerce sales into China.

dentsu-ho.com

Broader adoption: Thousands of large merchants and brands have official Douyin Shop accounts. Douyin e-commerce GMV reached ~3.5 trillion RMB in 2024 (up 30% YoY) and was targeting 4.2 trillion RMB in 2025, with live streaming and shelf commerce both contributing heavily. It has become China’s second-largest e-commerce platform by some measures (behind only Taobao-Tmall).

eu.36kr.com +1

In short, Douyin is not just for small creators or viral trends—it is a mainstream, high-ROI e-commerce channel for Fortune-level corporations in China, especially for consumer goods, beauty, fashion, and lifestyle categories. Many brands now allocate significant marketing budgets here because of its massive reach (hundreds of millions of daily users) and seamless “watch → buy” experience.

Rare scenario but you could sell more than £20k outside an ISA to create a tax loss and then buy the same amount of shares back in an ISA if you already have sufficient free cash in the ISA.

Interesting that the third respondent to that post is very bullish about the potential sales, and they think that top table tennis star Sun Yingsha will be the brand's ambassador.

The first poster seems to be confusing various regulatory timetables, so their speculation about post-2027 seems to be wrong.

Another good find, gixer.

Some AI models were suggesting that it may have taken them 3 to 6 months to submit.

Regulatory burdens are greater above 10%, and as the venture arm of DSM they might have needed to raise cash for another investment, so nothing sinister should be inferred.

Year end results are usually at the end of September, although they will make an announcement sooner if news breaks in China.

Great find, gixer.

Analysis of the Chinese pdf by GrokAI gives the following clarification, with additional commentary that Provexis's exclusive supply agreement for Qingluosu (as opposed to Natural Doctor DHA) remains unaffected.

"The By-Health announcement is simply answering two separate questions in one response: Qingluosu progress → “currently in the supplementary materials stage” (a positive regulatory step — SAMR has requested additional documents).

Natural Doctor brand pricing → This refers to By-Health’s DHA (omega-3) products under their “Natural Doctor” sub-brand. DSM is a major global supplier of algal DHA, and By-Health uses DSM’s raw material for those specific DHA capsules/softgels.

Fruitflow (tomato extract) and DHA (omega-3) are completely different ingredients. The DSM mention applies only to the DHA line, not to Fruitflow/Qingluosu."

Coincidentally, yesterday's Business Insider daily email announced that the winner of their reader poll of the biggest trend in business was human longevity, ahead of other categories like vibe coding and prediction markets.

It's not easy for retail investors in China to invest in PXS, so hopefully they weren't the sellers.

All the chat on their social media sites suggest that they're preoccupied with the effect of the product launches on ByHealth's SP.

The quote was 0.95 - 1.20 but I bought 18k at 0.955, which has not appeared onscreen yet.

Https://www.dsm-firmenich.com/content/dam/dsm-firmenich/health-nutrition-care/human-nutrition/dietary-supplements/hfg-science/DS_Biotics%20One-pager.pdf

With the number of patents BH have, and the marketing muscle they can deploy in China, a very high P/E multiple could easily become sustainable for PXS. Long time holders would be insane to sell at 1.5p, never mind accept a low ball t/o bid.

It would be like the YouTube founders selling out to Google for $1.65bn.

IMHO the product(s) launch will occur a lot quicker, as ByHealth have been prepping the market with their 'chat room' campaigns etc.

...and, thanks to gixer, we know that 'allies' have been active on Chinese social media promoting the benefits of Qinglousu / Fruitflow ahead of their retail launch.

The most important factor is that they are B2C (unlike DSM), with around 9% of the Chinese VDS market, and with multiple products already on the market with the 'blue hat' approval.

Investing in PXS at this price is a binary choice as to whether you believe the 'blue hat' approval will be forthcoming or not.

Thanks, Gixer.

SWS site very informative.

Gixer, could you repost the BH insiders list please (or copy & paste), as your link gives a blank screen.

This is their Chairman https://www.forbes.com/profile/liang-yunchao/

They have explicitly said that they are hoping to continue paying DSM's royalties via equity, and are negotiating accordingly. It's not in DSM's interests as the largest shareholder to undermine PXS's finances, especially before the SAMR approval, which will be a game changer.

Thanks for the correction, Grok has now admitted that it was mentioned previously.