← Command Centre
Competitors

📚 P1 evidence review: where Spanner can fill the gap (11 Oct)

Five research reports, ~250 studies (Cochrane, the BEE trial, barrier-lipid science, itch and tightness, spray format, allergens). Moisturisers work, the format doesn't change the result, and nobody has ever tested a spray against a lotion. Starting points for the chemist, not a final formula.
① The proof gap: no published spray-vs-lotion moisturiser trial anywhere (not even CeraVe lotion has its own eczema trial). "First spray proven to moisturise like a lotion" could be the category-maker.
② The "skip it" gap: people skip moisturiser because it's slow to absorb (62%), takes time (51%), sticky, visible. A spray answers all of them; the risk is "too watery to work" and under-dosing.
③ The tight-feeling gap: tightness tracks skin-layer stress, not hydration readings. Glycerin + a flexible film lower it. Measure felt tightness from 15 min to 12 h.
④ Truly gentle: 45% of "fragrance-free" moisturisers still hold a fragrance cross-reactor. Strict leave-out list; gentlest preservative (phenoxyethanol ≤1%).
🧪 Formula starting point: glycerin 10–20% · complete ceramide + cholesterol + fatty-acid set (incomplete sets slowed repair) · light film (dimethicone, synthetic squalane) · pH ~5 · optional niacinamide / ectoin. Leave out urea ≥4%, alcohol, propylene glycol, lanolin, botanicals, food-derived grades.
📏 Dose: ~20 g per body per use, so a 200 g can lasts ~4–7 days at twice a day. Post-shower isn't proven better; mild cooling can make itch worse.

Full summary + 5 reports in Obsidian: 02 - PRODUCT DEVELOPMENT / Formulation / P1 Evidence Review.

🔎 Category-maker parallels (Astra deep research, 4 Oct)

The lesson: Spanner's "HOCl" is more likely a better way to moisturise the body than a new ingredient (the CeraVe and Hero Mighty Patch parallels). Curél already sells a micro-ceramide spray, so P1 must win on lasting moisture and finish vs the Australian CeraVe lotion.
Leads for the chemist: ① water-compatible ceramide system (best fit; no human data yet for the exact system) · ② ectoin (most human evidence; the 2007 trial was a face anti-ageing study) · ③ Polyquaternium-51 / MPC polymer (medical-materials origin; thin evidence, watch tack). Supporting: silk 33B-α, CM-glucan, glyceryl glucoside, saccharide isomerate. Early stop/go: sacran.

Full report + Claude's checks in Obsidian: 02 - PRODUCT DEVELOPMENT / Formulation / Category-Maker Parallels — Astra Research Report.

🏁 Category-maker hunt, round 2 (6 Oct)

Re-run with a new scorecard (P1's moisture job + no food-derived ingredients). No single winner yet; three leads for the chemist stage.
🥇 MPC polymer (Polyquaternium-51): best category story ("from contact-lens materials to a light daily body moisturiser"); one small human study; needs a stop/go test against the same formula without it. Bioderma already uses it quietly.
🥈 Ectoin: best evidence, but already a hero in Australia (Paula's Choice, The Ordinary).
🥉 Water-friendly skin-lipid system: best platform for P1's real job (24-hour hydration in CeraVe's own trial); the difference would be delivery, finish and proven lotion replacement.

Full report in Obsidian: Formulation / Category-Maker Hunt Round 2 — Astra Research Report.

🧪 The "HOCl relatives" (research, 4 Oct)

Three body-made ingredients researched as a possible "next hypochlorous". Only lactoferrin stays alive, as a maybe for the eyelid cream with a non-milk grade.
Hypothiocyanite: no. No skin evidence; made by a cow's-milk enzyme; enzymes sprayed as a mist are a breathing-allergy risk; only proven job is antimicrobial. At most a natural preservative.
N-chlorotaurine: no. An antiseptic drug candidate (not approved anywhere); its only benefits are claims a cosmetic can't make; unstable (needs cold, alkaline, plain water); no cosmetic name or Australian listing.

Full reports in Obsidian: Formulation / Hypothiocyanite — Research Report and N-Chlorotaurine — Research Report.

🥛 Lactoferrin (research, 4 Oct)

Verdict: not for P1; a maybe for P2 (eyelid cream) if the milk-allergy question is solved and ophthalmologists test it.
Why: no human study shows topical lactoferrin helps eczema, dryness or the barrier · most lactoferrin is from cow's milk and is a known milk allergen (a real risk on broken eczema skin) · the staph effect is lab-only and also hits friendly bacteria · fragile in a water-based spray and can clog with hyaluronic acid · nobody owns it for eczema body care (Sesderma sells a lactoferrin mist in Europe) · Australian supply: Bega, and All G in Sydney (animal-free).
Astra's second opinion (6 Oct): same verdict. New: Australia's allergy body (ASCIA) advises people with eczema to avoid creams containing food products like milk, nut oils and wheatgerm; and All G's own trial (99 women, 1% lactoferrin, 28 days) reported better hydration and barrier from baseline, not yet peer-reviewed.

Full report in Obsidian: 02 - PRODUCT DEVELOPMENT / Formulation / Lactoferrin — Research Report.

🧪 Formulation Ranking

All 21 Core brands profiled in depth (25 Sep 2026). Efficacy (1–5) + Format fit to P1 (1–5) = /10 · 🇦🇺 is a filter, not a score. Canonical: Obsidian → Competitor Scorecard.
#BrandEff.Fit/10🇦🇺Note
1Curél ✅4591Pseudo-ceramide 4th + cholesterol in a spray, the P1 technical proof
2La Roche-Posay Lipikar ✅5385Real-dose shea + niacinamide at A$0.07/ml; no ceramides
2Prequel ✅5382Full lipid trio (5 ceramides + cholesterol + FA) at US$0.06/ml
2Aestura ✅5384Pseudo-ceramide trio, Sephora AU
2Aquaphor Body Spray ✅3582Occlusive-only aerosol; clogs
2Nécessaire ✅4483Trace actives, pH ~4, A$0.60/ml
7AMPERNA ✅4373Trio at trace; lactic + urea sting risk
7Cetaphil ✅4375NMF humectants; trace ceramide
7Uriage ✅4375Mineral-oil base; "8 ceramides" are pseudo, trace
7QV ✅ · CeraVe ✅4375The cheap AU defaults
7Codex Labs ✅4371Clinical story, but cedarwood oil in a "FF" product
7Tower 28 Beauty ✅4374HOCl mist: calm, not barrier
7Bangn Body ✅3475Has a fragrance-free line + milk mist; lists "eczema"
15Aveeno ✅3365🚩 benzalkonium chloride
15Yours Only ✅ · MooGoo ✅ · Dealbodies ✅3365/5/1Basic base / botanical AUST L / BHA + bakuchiol
19Supernova Body ✅2353Good actives under parfum
—Hanni · Irritated. · Illiyoon44/4/38/8/71/1/3?Watch tier: desk scores

🧪 Formulation Data

What's actually in each Core product: full ingredient lists read for dose (✅ real · ⚪ low · ▫️ trace after the preservative), price per ml, irritant flags and eczema wording. Canonical: Obsidian → Formulation Data Table.
🔑 Only 4 of 21 carry a real barrier-lipid system: Prequel, Curél, Aestura (meaningful doses) and AMPERNA/CeraVe (trace). Prequel does the full trio at US$0.06/ml, the best formula-to-price ratio found. Most "ceramide" claims (Nécessaire, Cetaphil, Aveeno, Codex, CeraVe) are trace, single-ceramide or after the preservative.
🔑 Pseudo-ceramides are how the Asian derm brands reach real doses (Curél 4th ingredient, Aestura 11th). Curél proves lipids can be solubilised into a spray that doesn't clog; Aquaphor's oily aerosol does clog. That's the P1 technical route to take to the chemist + Aeropac.
🚩 Hidden irritants in "eczema" products are common: benzalkonium chloride (Aveeno), an essential oil in a "fragrance-free" product (Codex cedarwood; MooGoo sage), acids that sting (AMPERNA lactic + urea, Graham's lactic at the eye, Nécessaire pH ~4, Dealbodies BHA), mineral oil/paraffin (QV, Uriage, Avène at the eye), nut oils (AMPERNA, MooGoo, Supernova, Codex). Spanner's clean-sheet advantage: real lipids + zero of these.
💰 The AU price floor is brutal: A$0.03–0.10/ml in pharmacy (QV, CeraVe, Aveeno, LRP, Cetaphil, Uriage, Yours Only). Premium tops out at Nécessaire A$0.60/ml. Spanner can't win on moisture-per-dollar. It has to win on feel, format (no-touch BOV), formula honesty and brand.
🗣 ARTG check (25 Sep): Aveeno Dermexa is a cosmetic (not on the TGA register) yet says "for eczema prone skin" + "relieves and soothes dry, itchy skin". QV DermCare Eczema, Graham's and (likely) Cetaphil are Class 1 medical devices, a third route that allows "relieves eczema / repairs barrier".
🧪 Occlusion is the gap in the light, pleasant products. The nice-feeling ones (Nécessaire, Yours Only, Cetaphil, Bangn) have no sealing layer; the sealing ones (QV, Aveeno, Aquaphor, Uriage) feel greasy. P1's formulation challenge in one line: light enough to spray, sealing enough to last.
📐 Only Dealbodies and MooGoo publish percentages (MooGoo because AUST L makes it). A "spec plate" (published %) fits Spanner's mechanic world and is almost unused.
Brand · heroFormatPrice · per mlLipid trioReal-dose actives🚩 Flags"Eczema" wording/10
Curél
Deep Moisture Spray
aerosol mistUS$18 · 150 ml
US$0.12
✅ pseudo-ceramide 4th + cholesterolglycerin, pseudo-ceramide, allantoineucalyptus extractnone9
La Roche-Posay Lipikar
Baume AP+M
balm pumpA$27.39 · 400 ml
A$0.07
❌ no ceramidesshea (2nd), niacinamide (5th), glycerin—"mild eczema-prone" (CW category)8
Prequel
Barrier Therapy
creamUS$18 · 296 ml
US$0.06
✅ 5 ceramides + cholesterol + behenic acid (pre-preservative)1% colloidal oat, allantoin, safflower, sheasoy"itch… due to eczema" (US OTC)8
Aestura
ATOBARRIER365 Cream
face tuben/c · 80 ml
—
✅ pseudo-ceramide 11th + FA + cholesterolsqualane, pseudo-ceramide—n/c8
Aquaphor Body Spray
Ointment Body Spray
butane aerosolUS mass · 105 g
—
❌petrolatum, mineral oilclogs; paraffinnone8
Nécessaire
The Body Serum
airless pumpA$90 · 150 ml
A$0.60
❌ single ceramide ▫️glycerin (only)pH 3.75–4.75, sulfitevia seal only8
AMPERNA
Hydrating Gentle Lotion
pump lotionA$60 · 500 ml
A$0.12
✅ trio ▫️ traceniacinamide, urea, lactic acidlactic + urea sting; almond oilnone on product page7
Cetaphil PRO Eczema Prone
Skin Restoring Moisturiser
pump lotionA$26.99 · 295 ml
A$0.09
❌ ceramide ▫️glycerin, NMF (arginine/PCA), niacinamide ⚪silicone-heavy"eczema prone", "relieves itchy"7
Uriage Xémose
Anti-Irritation Cream
pump creamA$37.99 · 400 ml
A$0.095
⚪ pseudo-ceramides ▫️ + sterolsmineral oil (2nd), shea (3rd), squalaneparaffin; quat preservative"atopic-prone", "repair"7
QV
QV Cream
tubA$16.69 · 500 g
A$0.03
❌mineral oil, petrolatum, squalane, niacinamide ⚪paraffin + petrolatum (greasy)"suitable… with eczema"7
CeraVe
Moisturising Cream
tubA$16.99 · 454 g
A$0.04
✅ trio ▫️ traceglycerin, petrolatum—none (AU)7
Codex Labs
Bia Eczema Relief Lotion
lotionUS$34–38 · 100 ml
US$0.36
❌ ceramide ▫️1% colloidal oat, ferments, plant oilsessential oil, comfrey, macadamia"Eczema Relief" (US OTC)7
Tower 28 Beauty
SOS Rescue Spray
pump mistUS$28 · 118 ml
US$0.24
❌hypochlorous acid—grey-zone (US)7
Bangn Body
Firming Lotion FF (+ Milk Mist)
pump / milk mistA$40 · 150 ml
A$0.27
❌ (FF lotion)shea, sunflower, aloecoconut oil, pineapple enzyme"eczema" in suitability list7
Aveeno Dermexa
Daily Emollient Cream
tubeA$19.49 · 500 ml
A$0.04
❌ ceramide ▫️panthenol (3rd), petrolatum, oat🚩 benzalkonium chloride"eczema-prone", "relieves itchy"6
Yours Only
COAT Face + Body
pump lotionA$42 · 500 ml
A$0.084
❌(none: 8-ingredient base)—"eczema-prone" (AU indie)6
MooGoo
Eczema & Psoriasis Cream
tubeA$20.50 · 120 g
A$0.17
❌centella ~1%, chamomile ~1% (declared)sage essential oil, almond oil"relief of mild eczema"6
Dealbodies
Cruise Control
pump lotionCA$42 · 300 ml
~A$0.15
❌bakuchiol 2%, salicylic 0.5%, 22% oils (declared)BHA + bakuchiol stingnone (reactive/acne)6
Supernova Body
Cozy Cream
creamA$72 · n/c
—
⚪ 3 ceramidespanthenol, ectoin, oat oilfragrance, bitter orange oil, almondnone ("repairing")5

Every brand's formulation profile (hero SKU, full ingredient list, eczema check, scores) is also inside its card on Competitor Research.