January 13, 2026
Finance

Gelteq Ltd. Shares Surge After Promising Preclinical Data on Cannabinoid Delivery Platform

Advanced Oral Gel Formulation Shows Improved Cannabidiol Bioavailability, Opening Market Access Opportunities in Australia

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Summary

Gelteq Ltd. experienced a significant after-hours stock price increase of over 69%, driven by reported preclinical data demonstrating enhanced bioavailability of cannabidiol through its proprietary oral gel technology. This development suggests a path to earlier patient accessibility under Australia's Special Access Scheme, along with potential for new industry partnerships. Despite recent stock gains, the company's valuation and trading patterns reflect ongoing challenges in market performance.

Key Points

Gelteq's oral gel platform increases cannabidiol bioavailability by over 22% compared to an FDA-approved oil product.
Higher peak CBD exposure was achieved despite lower cannabidiol concentrations in the gel formulation.
The results enable potential market launch under Australia's Special Access Scheme, allowing earlier patient access.
Preclinical success supports possible partnerships for licensing, white-label manufacturing, and co-development of cannabinoid products.

Shares of Gelteq Ltd. (NASDAQ: GELS) saw a notable surge of 69.25% in after-hours trading, reaching $1.41 following the release of encouraging preclinical results for its novel cannabinoid oral gel delivery platform. This upward price movement highlights investor enthusiasm around Gelteq's advancements in enhancing cannabinoid therapeutics.

The biotechnology firm, headquartered in Melbourne, Australia, disclosed that its oral gel formulation achieved over a 22% increase in the bioavailability of cannabidiol (CBD) when compared to a currently FDA-approved oil-based product. Importantly, the company emphasized that this improved bioavailability occurred despite the oral gel containing lower concentrations of cannabidiol, while attaining higher peak exposure levels in preclinical assessments.

These findings could prove instrumental in accelerating Gelteq's pathway to market launch, as the results align with eligibility criteria under Australia's Special Access Scheme. This regulatory avenue permits authorized healthcare practitioners to prescribe medicinal cannabis products without the necessity of completing the full Therapeutic Goods Administration (TGA) approval process, potentially facilitating earlier patient access and reducing time-to-market.

In addition to regulatory benefits, Gelteq announced that the successful preclinical outcomes may enable collaborations with existing medicinal cannabis companies. The company indicated that such partnerships might progress without the need for additional studies, expediting licensing, white-label manufacturing, and co-development opportunities. These collaborative prospects could extend across cannabinoid products including not only CBD but also tetrahydrocannabinol (THC) and combined formulations.

Market Performance and Technical Overview

Despite the recent spike in share price, Gelteq's stock performance over the past year paints a more complex picture. The company's market capitalization stands at approximately $8.95 million, with a 52-week trading range between $0.67 and $4.11 per share. Over the last twelve months, the stock has declined by about 58.76%, indicating a longer-term bearish trend.

Technical indicators show the stock's Relative Strength Index (RSI) at 41.92, suggesting a position closer to neutral but below levels commonly associated with strong buying momentum. On the day of the announcement, Gelteq shares closed at $0.83, reflecting a daily gain of 6.44%. The stock's price hovers near the lower bound of its annual range, approximately at 4.65%, signaling that while short-term sentiment may be improving, broader market confidence remains tentative.

Benzinga’s Edge Stock Rankings report a negative price trend across short, medium, and long time frames, underscoring prevailing downward momentum. Investors should carefully monitor the stock for indications of sustained recovery amid the evolving scientific and regulatory landscape.

Key Points

  • Gelteq Ltd.'s oral gel delivery platform for cannabinoids demonstrated a greater than 22% increase in cannabidiol bioavailability compared to an FDA-approved oil-based product.
  • The formulation achieved higher peak CBD exposure despite containing lower cannabidiol concentrations, indicating efficiency in cannabinoid delivery.
  • Positive preclinical results pave the way for market introduction via Australia's Special Access Scheme, permitting earlier patient access without full TGA approval.
  • Successful study outcomes may foster partnerships with medicinal cannabis companies, facilitating accelerated licensing and product co-development.

Risks and Uncertainties

  • Despite encouraging early data, Gelteq remains a clinical-stage company with inherent risks related to regulatory approvals and commercial adoption.
  • The stock has exhibited a significant 58.76% decrease over the past year, reflecting ongoing bearish investor sentiment and market challenges.
  • Although the Special Access Scheme expedites market entry, it does not guarantee broader regulatory approvals or sustained commercial success.
  • Reliance on partnerships with medicinal cannabis companies without further studies introduces uncertainties related to collaboration terms and market acceptance.
Risks
  • Gelteq remains in the clinical stage, facing typical regulatory and commercial risks.
  • The stock price has declined nearly 59% over the last 12 months, indicating sustained bearish market sentiment.
  • The Special Access Scheme allows limited regulatory pathways, not full approval.
  • Potential partnerships without additional studies could pose risks if collaborations do not materialize as expected.
Disclosure
Education only / not financial advice
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