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David Floren

Portfolio Manager and Director with investment leadership experience at DSS Capital

David Floren is a Portfolio Manager and Director with investment leadership experience at DCF Capital, focusing on portfolio and asset management across multiple sectors. He has been actively involved in managing strategies for companies in both the US and UK markets, though specific performance metrics or success rates are not publicly documented. Floren was appointed as a director at DCF Capital in January 2020 and previously held positions tied to portfolio oversight roles, with a career spanning over a decade in the asset management industry. His professional background includes board-level directorship and expertise in portfolio strategy, although publicly available records do not specify FINRA registrations or securities licenses.

David Floren's questions to Evotec (EVO) leadership

David Floren's questions to Evotec (EVO) leadership • Q2 2025

Question

David Floren of DSS Capital asked if the Sandoz deal was being evaluated on an NPV basis, whether the asset-light strategy for Just Evotec Biologics could alienate biotech partners, and if the company might need to build another JPOD in the future.

Answer

CEO Christian Wojczewski confirmed the deal is being considered on an NPV basis. He assured that the US facility in Redmond can still provide manufacturing capacity for biotech partners and that the asset-light model does not hamper this business. He stated that building another JPOD is 'definitely not the plan.'

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