Investment Opportunity

The Market Opportunity: Addressing a Critical Unmet Need

Tellus Therapeutics is targeting one of neonatology’s most pressing challenges—a condition that affects thousands of newborns annually and leaves families facing decades of medical, therapeutic, and personal costs.

White matter injury (WMI) is the most common brain injury in preterm infants, affecting babies born before 32 weeks gestational age. Caused by hypoxia or inflammation from conditions like necrotizing enterocolitis and sepsis, WMI results in the loss of critical oligodendrocyte progenitor cells, leading to incomplete myelination of the developing brain.

This translates to neurodevelopmental impairment (NDI)—a spectrum of lifelong motor and cognitive deficits including cerebral palsy, detectable as early as 3 months of age and persisting throughout the patient’s entire life. With approximately 10,000 high-risk infants affected annually in the US alone, and no approved treatments currently available, WMI represents both a devastating clinical need and a significant commercial opportunity.

Tellus is uniquely positioned to capture this market with TT-20, our lead asset now advancing toward clinical trials, in a largely unexplored NICU therapeutics space valued at over $2.8B, with potential expansion to adult indications.

Lead asset progressing to clinic

Development program agreed upon with the US FDA, and TT-20 is now approved for testing by the Australian Human Research Ethics Committee (HREC) and Therapeutic Goods Administration (TGA)

Critical patient need, zero market competition

TT-20 represents the world's first treatment for neonatal White Matter injury (WMI), and is set to capture massive share in the untapped market of Neonatal Intensive Care Unit (NICU) therapeutics

Pipeline

Early focus on neonatal indications, with parallel partnering opportunities for neuroregenerative / anti-inflammatory applications in older children and adults