Tetratherix Limited · ASX:TTX
Tetratherix — Investor Presentation (March 2026)
35 slides from Tetratherix's investor presentation, Mar 17, 2026
Slide 1: Tetratherix Investor Presentation March 2026
For personal use only Tetratherix Investor Presentation March 2026 ASX: TTX ABN: 72 607 771 077
Slide 2: Why does the world need Tetratherix?
Introduction Why does the world need Tetratherix? The evolving dynamics of the global healthcare system are demanding innovative and cost-effective biomaterials For personal use only Trends in healthcare delivery Rising patient expectations Estimated 70 million US outpatient Patients are increasingl
Slide 3: How does Tetramatrix help facilitate this shift?
Introduction How does Tetramatrix help facilitate this shift? Our Tetramatrix platform is best positioned to address the clinical demands that are central to the evolution For personal use only Safe, Minimally invasive delivery Tetramatrix biocompatible Water-based solution and bioresorbable injecte
Slide 4: Tetramatrix platform technology is the world's first biostealth fluid matrix
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 5: Franchises derived from the Tetramatrix platform technology
Franchises Derived medical devices from the Tetramatrix™ platform technology span multiple large franchises and significant near-term commercial opportunities Bone Regeneration For personal use only Flowable bone graft Tissue Spacing Bone graft extender for extender for orthopaedic dental surgeries
Slide 6: Commercial model: single platform, different clinical needs
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 completed the foundational safety, efficacy and manufacturing work
Slide 7: 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 For personal use only capabilities of our partners’ established teams. Income
Slide 8: An operational moat with IP leadership
Introduction An operational moat with IP Leadership built on a global R&D infrastructure. This sets us apart. For personal use only R&D investment R&D at 39% of total 39% R&D expenditure 39% Total $3.1m +160% 61% vs H1Fy25 *R&D includes specific projects, directly attributable staff, laboratory cost
Slide 9: Transitioning from Three Pillars to a Four-Node Ecosystem
Franchises Derived medical devices from the Tetramatrix™ platform technology span multiple large franchises and significant near-term commercial opportunities Expansion by Design: Transitioning from Three Pillars to a Four-Node Ecosystem For personal use only Same core technology, same material and
Slide 10: Introducing STEPP - enabling vehicle for novel delivery of compounds
Introducing STEPP - Tetratherix’s enabling vehicle For personal use only for novel delivery of compounds The STEPP project has been in stealth mode and under deep development for more than 5 years, including global R&D studies with several big pharma partners.
Slide 11: STEPP Mode of Action for Drug Delivery
STEPP | Mode of Action for STEPP Drug Delivery The Tetramatrix™ platform’s STEPP - the enabling vehicle for novel delivery of compounds The polymer system is negatively charged and the presence of hydrophilic + hydrophobic groups within PNPHO create a protective micelle-like layer around biologics.
Slide 12: STEPP: An Introduction
STEPP | An Introduction Tetramatrix™ platform - vehicle enabling effective nasal delivery of compounds For personal use only 1 Biological 2 Physical 3 Commercial Compound Our delivery system STEPP forms a STEPP is simple to STEPP facilitates sustained protective micelles incorporate with routine Car
Slide 13: STEPP: Physical Adhesion Is a Big Deal
STEPP | Physical Adhesion Is a Big Deal The use of the carrier in different formulations allows direct spray with no nose or throat run off The following example is with mRNA/LNP (global big pharma collaboration), representing a challenging test for nasal delivery and mucosa adhesion. For personal u
Slide 14: STEPP: Physical Adhesion Is a Big Deal
STEPP | Physical Adhesion Is a Big Deal The use of the carrier in different formulations allows direct spray with no nose or throat run off. The following example is with mRNA/LNP (Global big pharma collaboration), representing a challenging test for nasal delivery and mucosa adhesion. For personal
Slide 15: STEPP delivers cargo and maintains activity
STEPP | Mode of Action for STEPP Drug Delivery STEPP delivers cargo and maintains activity of different cargos before & after administration After incubation with aminopeptidase (AP) enzyme Different in vitro and in vivo preclinical studies have confirmed the potential of the With Carrier Free Activ
Slide 16: Continuous intelligence: real-world evidence acquisition
Continuous intelligence: real-world evidence acquisition at the biological frontier The Partner The Agreement The Opportunity For personal use only Pioneers of ‘Pharma 2.0': Superpower is a Exclusive R&D Agreement: Tetratherix will receive Unprecedented Market Scale: The global market for sophistica
Slide 17: Execution of the Strategy Since IPO
For personal use only EXECUTION OF THE STRATEGY SINCE IPO ASX: TTX ABN: 72 607 771 077
Slide 18: Near Term Milestones and Efficient Use of Funds
Near Term Milestones 9 months after ASX listing - Efficient use of Funds and Strong Cash Position DENTAL Henry Schein Supply &Licensing Data read-out from FDA FDA Submission Agreement Execution the FDA study Clearance For personal use only Master Partnership Supply and Licensing FDA ORTHOPAEDIC FDA
Slide 19: Near Term Milestones - Strong Cash Position
Near Term Milestones 9 months after ASX listing - Efficient use of Funds and Strong Cash Position +291% vs H1 FY25 DENTAL Henry Schein Supply &Licensing Data read-out from FDA FDA Submission Agreement Execution the FDA study Clearance Revenue and other income For personal use only H1 FY25 H1 FY26 +2
Slide 20: Relentless Execution: Commercial Milestones & Partnerships
Relentless Execution Commercial Milestones & Partnerships DENTAL Henry Schein Supply &Licensing Data read-out from FDA Submission FDA Global Distribution and Supply Agreement with the world’s largest provider of Agreement Execution the FDA study Clearance healthcare solutions for dental market launc
Slide 21: Relentless Execution: Technical & Clinical Milestones
Relentless Execution Technical & Clinical Milestones DENTAL Henry Schein Supply &Licensing Data read-out from FDA FDA Submission Agreement Execution the FDA study Clearance Initiation and successful progression of prostate spacer trial, 15 patients For personal use only treated with solid indication
Slide 22: Relentless Operational Execution
Near Term Milestones Relentless Operational Execution DENTAL Henry Schein Supply &Licensing Data read-out from FDA Submission FDA Australian Federal Government industry grant, $3.3m to co-fund the Agreement Execution the FDA study Clearance planned development activities. For personal use only Maste
Slide 23: Unit Economics
Unit Economics Not simply a science experiment. TetramatrixTM provides real world economics. Bone Regeneration Tissue Spacing Tissue Healing For personal use only 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 a
Slide 24: 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. For pers
Slide 25: New TTX HQ and Manufacturing campus construction
Manufacturing The New TTX HQ and Manufacturing campus construction on track We have executed a lease agreement (10 + 5 Years) and have secured relevant approval to start construction at the site. The project in on track to move the headquarter to the new site in FY26 and Manufacturing 37 m For perso
Slide 26: Near Term Milestones into FY27 and beyond
Near Term Milestones TTX continues to evolve and plans to relentlessly execute into FY27 and beyond Present FY2027 FY2028 DENTAL First Final Product Market Seeding for TGA FDA Clearance Dispatch to HS Portfolio Expansion (Australian Market Launch) For personal use only Supply and Licensing First Fin
Slide 27: Appendix
For personal use only APPENDIX ASX: TTX ABN: 72 607 771 077
Slide 28: Bone Regeneration - Dental & Orthopaedic
Bone Regeneration - Dental & Orthopaedic A universal enabling solution to simplify complex oral & dental procedures For personal use only Tegenix | Dental Bone Graft TegenEOS | Orthopaedic Bone Graft Partners Key Dates From the Prospectus Partners Key Dates From the Prospectus Supply Agreement in FY
Slide 29: Tegenix Dental Bone Graft
Tegenix | Dental Bone Graft On-track commercial launch in 2026 as outlined in the prospectus For personal use only Commercial launch of Tegenix is Generation 1 Market progressed as planned. Global HS Seeding (US/AU) as well as the Australian arm are engaged and multiple strategies in Generation 1 Ma
Slide 30: TegenEOS Orthopaedic Bone Graft
TegenEOS | Orthopaedic Bone Graft On-track for commercial launch in 2026 as outlined in the prospectus Strategic pivot in partnership assessment and still on-track for commercial launch in FY27 as outlined in the prospectus For personal use only Strategic Realignment - Prioritising Highest-Return Pa
Slide 31: Tissue Spacing - Oncology
| Tissue Spacing - Oncology Safe & easy to use solution for more effective & simpler spacing in radiation oncology TutelixTM is intended for use as a spacer to reduce side effects to surrounding tissue during radiation therapy to treat prostate cancer. It is easily injected and is gradually resorbed
Slide 32: Tutelix first in human clinical trial
| Tissue Spacing - Oncology Tutelix progressed first in human clinical trial with promising results completed a priced round of funding from AU and US investors For personal use only During the administration process and product After injection (t=0) Three months Six months gelation, high visibility
Slide 33: TetraDerm Tissue Healing
TetraDerm | Tissue Healing The world’s first intraoperative scar prevention solution TetraDerm is the only flowable matrix that can be used intraoperatively to provide an internal cushioning effect to physically decrease mechanical tension and dead space, therefore reducing scar formation after any
Slide 34: TetraDerm Early Clinical Findings
TetraDerm | Early Clinical Findings Vancouver Scar Scale (VSS) score of < 2 at all time points INTACT 1.8 VISIBLE SCARRING SKIN 3 MONTHS 0 13 All measurements for all patients were very low (minimal scaring) at all time points. The important time 12 MONTHS points are 6 weeks for acute response and l
Slide 35: For personal use only
For personal use only ASX: TTX ABN: 72 607 771 077