Tetratherix Limited · ASX:TTX
Tetratherix — FY2025 Earnings Presentation
20 slides from Tetratherix's earnings presentation, Aug 28, 2025
Slide 1: Material science for safer, faster and more precise medicine
ASX:TTX Material science for safer, faster and more precise medicine #anchoredbyscience
Slide 2: Disclaimer
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Slide 3: Team
Team Will Knox Dr Ali Fathi CEO FOUNDER & CTO Will comes from a long history of medical and biological Ali is a world-renowned researcher and inventor of Tetramatrix technology development. Prior to Tetratherix, Will has worked for and has continued the development of the technology using small and
Slide 4: An operational moat with IP Leadership
Introduction An operational moat with IP Leadership built on a global R&D infrastructure. This sets us apart. 1 Lean & rapid R&D Multiple independent research partnerships help us develop technologies faster and cheaper than our peers 2 Robust Quality System We built a quality system from the ground
Slide 5: Tetramatrix platform differentiation
Introduction Tetramatrix™ - A proven material platform that provides differentiation across multiple indications Clinically Modular An entirely new range of Minimally chemical entities that are Invasive built on a platform with deliberate conviction Low cost & scaled manufacturing 3 #anchoredbyscien
Slide 6: Tetramatrix platform technology
Introduction Tetramatrix™ platform technology is the world’s first biostealth fluid matrix Intelligent A decade of polymer programming has led to an ideal consistency & physical performance. The material is an injectable fluid to avoid causing damage to the body during its application. Using physiol
Slide 7: Why does the world need Tetratherix?
Introduction Why does the world need Tetratherix? The evolving dynamics of the global healthcare system is demanding innovative and cost-effective biomaterials Trends in healthcare delivery How does Tetramatrix address the problem? Rising patient expectations Minimally invasive delivery Water-based
Slide 8: Initial products on the Tetramatrix platform
Franchises 15 years and 14 programs have helped define 5 initial products on the Tetramatrix™ platform technology An initial addressable combined market of $6.8B $USD6.8B 6 #anchoredbyscience
Slide 9: Derived products across three franchises
Franchises Derived products from the Tetramatrix™ platform technology span 3 large franchises and significant near-term commercial opportunities Bone Regeneration Flowable bone graft Tissue Spacing Bone graft extender for extender for orthopaedic dental surgeries applications Spacer during Prostate
Slide 10: Different clinical needs, single platform
Commercial model TM Different clinical needs. Different market segments. Single Tetramatrix platform technology. Think of us like a software platform business... The Tetramatrix biomaterial is our core ‘platform’ technology. We have Bone Tissue Spacing completed the foundational safety, efficacy and
Slide 11: A partnership model built on trust
Commercial model A partnership model built on long term trust & deliberate pathway to market Our Partnership model A true ‘win-win’ for TTX and its partners STAGE 1 STAGE 2 STAGE 3 Staged partnership built on tight collaboration Proof of Concept Transition to Market In Market that will limit risk an
Slide 12: A capital light model with compounding revenue
Commercial model A capital light model with compounding revenue While we build our own production and R&D infrastructure, we avoid committing capital on establishing multiple sales & distribution networks by utilising the capabilities of our partners’ established teams. Income Importantly, we operat
Slide 13: Strategic commercialisation
Commercialisation Strategic Commercialisation built on decades of global launches. It’s in our DNA. 1 Commercial Viability Assessment as a first step We determine commercial reality of the program including unit economics, reimbursement, ASC vs Hospital program as well as gross margin splits for all
Slide 14: Tetramatrix provides real world economics
Unit Economics Not simply a science experiment. TetramatrixTM provides real world economics. Bone Regeneration Tissue Spacing Tissue Healing TAM US$3.4bn US$1.3bn US$2.1bn Patient out- Reimbursed Patient out- Payer (US) of-pocket of-pocket We verify the final end user pricing and the gross margin ta
Slide 15: Advanced manufacturing and operations
Manufacturing Advanced manufacturing and operations We have established advanced manufacturing in Sydney. To meet growing demand, a new lease agreement has been executed and the new facility is planned to be commissioned in 2026, with a modular design to allow us to quickly scale as needed. Our manu
Slide 16: Industry Growth Program grant
Subsequent Event Industry Growth Program (IGP) - $3.3m non-dilutive grant from the Australian Government This goes beyond the science. TTX has defined the program, modelling attractive unit economics for all parties in the value-chain and focused on commercialisation of Tetramatrix. $3.3m IGP grant
Slide 17: Our financial position and capital structure
Financials Our financial position reflects a strong capital structure to support continued investment in R&D and upscale of our manufacturing capability for commercialisation readiness Despite increased headcount & listed Underlying* loss +78% unfavourable vs. FY24 driven by higher R&D & headcount e
Slide 18: Continued investment in R&D
Financials Our financial position reflects a strong capital structure to support continued investment in R&D and upscale of our manufacturing capability for commercialisation readiness Continued investment in R&D to fuel growth Total Income + 32% vs. FY24 to support R&D and advanced manufacturing 38
Slide 19: Relentless execution with regular newsflow
Near Term Milestones Relentless execution with regular newsflow in first 12 months post-listing Bone Regeneration Henry Schein Supply and Licensing Agreement Data Read-out from the FDA Submission FDA DENTAL FDA study Execution Clearance Master Partnership Supply and Licensing FDA ORTHOPAEDIC Agreeme
Slide 20: Copyright
Copyright Tetratherix Ltd. 2025 “Tetratherix”