Member Info for Toyin

Aquae, it does amaze me how things can grow from nothing.

shy, no apology necessary, I know where the “fraud” statement originated from and it wasn’t you.

On the point of Ashman’s instant departure, I dont believe that was due to the "misrepresented material information” I think it was something else. It stated in the first rns "matters relating to his conduct” plural.

If I had made a mistake and accrued monies at the wrong time (even if they where material) I certainly wouldn't be resigning with immediate effect, I would be fighting my corner, I may have been naive/incompetent but I certainly wouldn’t throw myself under the bus straight away. The very fact the company feel confident enough to tell investors they will be recovering part of the cost of the investigation would also suggest external failings.

My guess would be, he has resigned due to his actions of trying to cover up his mistake rather than the mistake itself. Incompetence is one thing, lying about your incompetence is another.

That scenario would also explain the external investigation, if I was a new BOD with little to no knowledge of the company and along with this debacle and the fact a CFO recently moved on, then a COO joins then quits, I would also want to check on historical events. This scenario also ties in with, "Whilst the Board believes this is an isolated incident, nevertheless, it has instigated a broader investigation to review all of the Group's businesses with respect to financial reporting and operations."

Forgive my ignorance, but can someone point out in which rns the words “fraud” and/or “possible damages” is written?

Https://www.cossma.com/ingredients/article/engineered-by-nature-37509.html

Https://allure.it/focus/dalla-genomica-ai-droni-cosmetici/

Aquae, you are of course correct, which I am very happy about. Forgive my sloppiness.

Agree Bel, I believe this is a classic transfer of wealth. I also believe one thing that SA did say that will turn out to be true, the £770k has been earned, it's just a timing issue, for whatever reason. Zenakine has launched in 2025, we know this for a fact because Croda have told us. £770k is a very odd number to make up.

Rebarm, I don’t believe it will be eventually, I believe it is full steam ahead but Croda have to play the game, they can’t just cut Matrixyl off because it has too much of a following built up over decades. If you compare Zenakine it beats Matrixyl (links below) in every way, functions, consumer benefits (we know Zenakine smooths as well, they just don’t want to say it yet, video attached), certification and standards, it is simply superior.

https://www.crodabeauty.com/en-gb/products/product/5852-zenakine

https://www.crodabeauty.com/en-gb/products/product/5598-matrixyl

https://youtu.be/5s68895i_Ds?si=yd_J9j4duWH1LZ-m&t=594

Regarding results, as I have said before, I just think they have kitchen sinked the job, Croda customers have launched in Europe and Asia so royalties have started flowing, the “current” BOD have stated Derma and BTS are trading in line and thanks to Aquae we know Superdrug is moving.

Rebarm, it is all just speculation and throwing thoughts around. One thing you can be sure of is the Croda BOD will do what is best for profits because they have not performed well over the years and vultures are circling. If Zenakine is as good as we think it is, they will be maximising the opportunity as much as they can, as quickly as they can.

Agreed Aquae, I think this will be a slow transition but Croda will want to strike whilst the iron is hot. Personally, I think they will be adding it into as many products as they can and slowly phase other ingredients out, after all it is a “Swiss army knife.”

Not a problem, appreciate the discussion.

Shy, I also questioned this when it was launched and I remember Hishda Mohamed saying that Matrixyl and Zenakine were not in competition. Do you remember when it was launched and investors questioned why it was about sleep rather than TEWL and tight junctions? This was obviously Croda’s intention all along, Matrixyl is massive for Croda and it’s far easier to jump on to a moving vehicle, for obvious reasons, than start the whole process again.

Matrixyl 3000 glyx is now 99.99% green, so if they add Zenakine to that and piggyback the Matrixyl name and loyalty, that’s fine by me.

https://www.globalcosmeticsnews.com/discover-the-ultimate-greener-version-of-our-iconic-active-ingredient-matrixyl3000-glyx/

I noticed on the Croda website, they had added scalp to applications. In this latest press release they say “ZenakineTM - a multifunctional ingredient for skin and hair.” Non of the current formations mention scalp or hair. I think the in-cosmetics show could be a barn stormer.

https://www.crodabeauty.com/mediaassets/files/beauty/ungated-files/incos-2026-focus-product-list-v1.pdf?la=en-GB&hash=F8358389ED02284BD230B4DD3A68E73E

Thank you Aquae, what you have found looks very promising.

Hat tip.

If you type "Acne" or "Psoriasis" in search bar but dont hit send, you get a dropdown box with "popular products" a search on google says:

When you use the search bar on Superdrug and see "popular products" or "trending" items, it means a curated selection of products that are currently in high demand, frequently purchased, or trending on social media.

These products are selected based on data from Superdrug’s 19 million Health & Beautycard members and, increasingly, on viral social media trends.

It looks like the default search setting is A-Z, which looks like we had a bit of luck with the name, having said that, if I search, featured or newest, both products still come out on the first page.

Hi Bazza, I think TW has got this one wrong, what SD are doing makes sense. If it does succeed, it will be the end of the in-house setup. Very shrewd of SD to stipulate we cant undercut them, they can do what they wish, I know SA said we have kept the rights to sell in the UK but what use is that if you can but it £10 cheaper at SD. Basically SD gave SA a right that is absolutely worthless, great business on SD’s part. I have been a subscriber to Axis since the very beginning, my last order, two boxes from SD.

As of March 2026, Superdrug continues to run significant promotions on the AxisBiotix range:

25% Price Reduction: Both Axisbiotix-Ps Psoriasis Support Sachets and Axisbiotix-Ac Acne Support Sachets have been seen discounted to £22.49 (down from the standard £29.99).

Exclusive Retailer Benefits: Because Superdrug has an exclusive UK high-street agreement for these products, they often use them as "hero" deals to attract customers to their health category.

Stackable Savings:

Health & Beautycard: Members can often access these lower "Star Buy" or "Member Only" prices automatically.

Student Discount: An additional 10% off is typically available for students who hold a Health & Beautycard.

Points: You still earn 1 point for every £1 spent, even on discounted items, which can be redeemed for future savings (100 points = £1).

Price Comparison

For context, buying via Superdrug during these promotional windows is currently the most cost-effective way to purchase the brand:

Superdrug (on offer): £22.49.

Amazon: £29.99.

AxisBiotix Direct: Up to £34.99 for certain variants like "Skin Clear".

Superdrug's strategy with AxisBiotix is to encourage long-term use (as 2 months is recommended for results), so they often cycle these 20-25% off deals to keep the monthly cost manageable for repeat buyers.

This what I got Bazza.

Superdrug often puts offers on products even if they are selling well. Their strategy frequently involves placing popular, high-demand, and best-selling own-brand items on promotion to drive customer loyalty, increase store footfall, and maintain a "value-driven" reputation.

Key insights on Superdrug's offer strategy include:

Members-Only Pricing: Superdrug utilizes its Health & Beautycard scheme to offer exclusive discounts, often applying these to top-selling lines.

"Feel Good Fridays": This promotion features weekly discounts of up to 60% on popular own-brand products, such as skincare and toiletries, even when those items are performing strongly.

Strategic Price Reductions: In 2024, the retailer permanently reduced the prices of over 150 own-brand items by up to 50% to support customers during the cost-of-living crisis, which included high-demand items.

Price Freezes: Superdrug has engaged in long-term price freezes on thousands of popular items, including own-brand and branded cosmetics, keeping prices low despite high demand.

Product Success Drives Discounts: Rather than raising prices on popular, high-selling items, Superdrug often uses them in promotions (like 3-for-2 or 1/2 price) to secure customer loyalty.

In summary, Superdrug’s approach is to use popular products as "value drivers" to get customers through the door or onto their website, rather than holding back promotions on top-selling items.

Https://www.instagram.com/croda_beauty/reel/DWEP41DAWBp/

Zenakine, is both biotechnology and green.

Thanks Aquae, great post, I would agree, I think there is a strong chance we could be getting a nice surprise from Croda soon.

Thanks contender, could be on to something. If they combine with Matrixyl 3000 GLYX.

Combining

Matrixyl 3000® Glyx with Zenakine™ is an excellent, strategic idea, particularly for developing high-performance "green" or sustainable skincare formulations. Both ingredients are developed by Croda Beauty Actives (via their Sederma brand) and are designed to work under natural and eco-conscious criteria.

Here is why this combination works well and aligns with your goals:

1. Synergy of "Green" Credentials

Matrixyl 3000® Glyx: This is the ultimate "greener" version of the iconic Matrixyl 3000 peptide complex. It is free from carbomers and ethoxylated ingredients, complying with high natural-origin standards (ISO 16128) and is COSMOS/RSPO approved.

Zenakine™: This neuroactive ingredient is also fully biodegradable, COSMOS Natural approved, and certified as 100% natural origin content.

Result: A formulation combining both would offer a very high natural-origin percentage, appealing to "clean beauty" consumers.

2. Complimentary Skin Benefits (Structure + Psychology)

Combining these two tackles aging from two different angles:

Structural Repair (Matrixyl 3000 Glyx): Targets anti-wrinkle efficacy by promoting cell turnover and repairing the papillary dermis.

Neurocosmetic Calm (Zenakine™): A biotech-based active that combats stress-induced aging. It enhances skin resilience to emotional stress, improves sleep quality, and stimulates "feel-good" messengers in the skin.

Result: You get a product that not only reduces the depth of wrinkles (physical) but also reduces skin fatigue and improves radiance by treating the stress that causes aging (psychological/physiological).

3. Formulation Compatibility

Both Matrixyl 3000 Glyx and Zenakine are designed to be easy to use in various emulsion types, including cold-process formulations, making them suitable for lightweight serums or luxurious creams.

Potential Formulation Idea:

Goal: A "Stress-Less" Aging Serum.

Active 1: Matrixyl 3000 Glyx (for collagen production and wrinkle reduction).

Active 2: Zenakine (to reduce stress-induced cortisol damage and improve skin relaxation).

Result: A high-end, clean, and ethical serum that addresses both aging and the impact of lifestyle stress on the skin.

Given that Croda frequently pairs their new actives with their established ones in their own prototype formulations, this combination is very much in line with their current research and innovation direction.