Steven Mah

Asked for confirmation on the Total Health rollout timeline, the reasons for its delay, and how the company is managing cash burn while funding its therapeutics business.

Answer

The Total Health rollout to existing customers is confirmed for calendar Q3; the delay is due to engineering priorities. The company is managing cash burn through cost reductions in its Consumer & Research segments while funding specific clinical trial phases for its key therapeutic assets to extend its cash runway.

Asked for details on the Just-Evotec Biologics €1 billion order book, how it compares to projections, and if the macro environment has affected plans for future J.POD expansion.

Answer

The €1 billion order book consists of committed work, a significant increase from previous projections of around €100 million, providing a strong runway for the next few years. The plan for J.PODs remains focused on the US and Europe (Toulouse), as their high productivity provides sufficient capacity for the near term.