RE: Innovation in every drop22 Apr 2026 21:40
Toyin,
Turn the clock back a year or more and many, indeed most, of the regular/sensible contributors to this board were positing that Zenakine would replace Matrixyl in time.
The theory was predicated principally on Zenakine being sustainable which clearly wasn’t the case with Matrixyl.
Frankly, I didn’t and still don’t think that is a valid arguement as the target market for anti-aging potions are more interested in their own skins than that of the planet. They are not Gen Z or Millenials. However, sustainability does have an appeal to the predominantly liberal left media industry which is needed on side in order to promote the product.
Matrixyl has now gone green with the launch in Paris of the Neolide iteration which effectively kills the sustainability benefit of Zenakine.
Both formulations are targetted at the anti-aging market albeit taking radically different approaches. They could be blended as has been suggested on this board; use both or stay loyal to that with which you have familiarity and possibly some success.
For me, the most obvious signs of aging are wrinkles and saggy features, not the physical signs of sleep deprivation. The observer thinks, “they need to do something about those wrinkles” and, “ they should get a good night’s sleep”. Whilst the observed wants to be congratuled on their youthful looks.
Why would I spend money on Zenakine, yet to be proven or adopted by a mainstream cosmetics company despite being available to them for well over 12 months, when I can fix sleep deprivation with a prescription for sleeping tablets and fix wrinkles with an improved and sustainable Matrixyl?
Another reason in support of my observation is the ongoing investigation at SBTX. The longer this goes on the more concerned I become. SBTX is not a big company. It has a limited product line along with two small subsidiaries. The scale of the organisation does not warrant this level of foresenic investigation unless there is a serious problem. If, as has been suggested, it relates to misrepresentation of royalties received from Croda it can only mean that Zenakine sales are underperforming. Perhaps they are underperforming so badly that Croda has decided to pull the plug and concentrate efforts behind a green Matrixyl.
Cliostock, £5m or so is peanuts to a company like Croda. Matrixyl Neolide will cover that in no time.
For background, I have been an investor in SBTX since IPO and have added significantly over the years. I have great faith in the technology and the scientists behind it. I even had faith in SA (can’t be right all the time!!) but as I said earlier, I am concerned.
Hope that helps Toyin?
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