David Floren's questions to Evotec SE (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.'