Research analysts who have asked questions during Evotec earnings calls.
Charles Weston
RBC Capital Markets
6 questions for EVO
Also covers: SOAGY
Joseph Hedden
Rx Securities
6 questions for EVO
BS
Brendan Smith
Stifel, Nicolaus & Company, Incorporated
4 questions for EVO
Also covers: ABCL, ABSI, ARWR +19 more
CE
Christian Ehmann
Warburg Research
4 questions for EVO
DT
Douglas Tsao
H.C. Wainwright & Co.
4 questions for EVO
Also covers: ALKS, APLS, ARGX +19 more
Fynn Scherzler
Deutsche Bank
4 questions for EVO
Michael Ryskin
Bank of America Merrill Lynch
2 questions for EVO
Also covers: A, ALGN, AVTR +28 more
BJ
Ben Jackson
Jefferies
1 question for EVO
Also covers: PHAR, SNY
DF
David Floren
DSS Capital
1 question for EVO
FF
Falko Friedrichs
Deutsche Bank
1 question for EVO
Also covers: FMS, PHG, SHTPY +1 more
James Quigley
Goldman Sachs
1 question for EVO
Also covers: NVO, NVS, SNY +1 more
PV
Peter Verdult
Citigroup Inc.
1 question for EVO
Also covers: AZN, GMAB, GRFS +4 more
SM
Steven Mah
TD Cowen
1 question for EVO
Also covers: ME
Thibault Boutherin
Morgan Stanley
1 question for EVO
Also covers: ALVO, GRFS, INDV +2 more
Wolf Chanoff
Bank of America
1 question for EVO
Recent press releases and 8-K filings for EVO.
Evotec SE reports major shareholder holding changes
EVO
Acquisition/disposal of shares with voting rights
- Evotec SE submitted notifications of major holdings to Bundesanstalt für Finanzdienstleistungsaufsicht on January 16, 2026.
- The Goldman Sachs Group, Inc. reported an increase in its total voting rights in Evotec SE to 6.12% as of January 13, 2026, consisting of 0.06% voting rights attached to shares and 6.06% through instruments.
- Previously, on January 9, 2026, The Goldman Sachs Group, Inc. had reported a total voting rights position of 3.68%, down from a prior 5.27%.
- Michael Kaufman reported an increase in his total voting rights in Evotec SE to 5.17% as of January 9, 2026, comprising 5.01% voting rights attached to shares and 0.16% through instruments.
Jan 16, 2026, 12:00 PM
Evotec Subsidiary Receives Gates Foundation Grant
EVO
New Projects/Investments
- Just – Evotec Biologics, a Seattle-based subsidiary of Evotec SE, has received a Gates Foundation grant (Investment INV072135) to optimize monoclonal antibodies and other biologic modalities.
- The funding will support ten new J.MD™ projects over the next three years using the J.DESIGN™ platform, aiming to lower development costs and expand global access to therapies in low- and middle-income countries.
- This award continues a partnership that began in 2014 and strengthens the company’s commitment to reducing biologics development costs.
- Evotec SE (NASDAQ:EVO) has a market capitalization of approximately $1.29 billion, with Just-Evotec Biologics contributing roughly 20% of its sales.
Jan 8, 2026, 8:06 AM
Evotec SE Reports JPMorgan Chase & Co. Major Holdings Changes
EVO
- JPMorgan Chase & Co. notified Evotec SE of changes in its major holdings, crossing thresholds on December 30, 2025, and December 31, 2025.
- On December 30, 2025, JPMorgan Chase & Co.'s total voting rights in Evotec SE reached 5.51%, an increase from the previously notified 3.64%.
- By December 31, 2025, JPMorgan Chase & Co.'s total voting rights in Evotec SE adjusted to 5.18%, down from the 5.51% reported the prior day.
- These changes were due to the acquisition/disposal of shares with voting rights.
- The total number of voting rights for Evotec SE is 177,778,907.
Jan 6, 2026, 12:14 PM
Evotec closes sale of Just – Evotec Biologics’ Toulouse site to Sandoz
EVO
M&A
Guidance Update
- Evotec SE announced the closing of the sale of its Just – Evotec Biologics’ Toulouse site to Sandoz AG, effective December 5, 2025.
- The agreement includes approximately US$ 350 million in cash for the site and upfront technology license fees to Evotec’s continuous manufacturing platform.
- Evotec is also eligible for more than US$ 300 million in additional license fees and development revenues, including success-based milestones, plus royalties on a portfolio of up to ten biosimilars.
- The transaction is immediately earnings accretive, improving Evotec’s short, mid, and long-term revenue mix, profit margins, and capital efficiency, and supports a transition to an asset-lighter business model.
Dec 8, 2025, 12:00 PM
Evotec SE Reports Nine-Month Revenue and Strategic Developments
EVO
Earnings
Guidance Update
M&A
- Evotec SE reported a 7.1% decline in group revenues to €535.1 million for the first nine months of 2025, primarily due to a 12.3% drop in its Discovery & Preclinical Development segment, while its Just – Evotec Biologics division saw an 11.3% revenue increase.
- The company signed a landmark agreement to sell its Toulouse biologics facility to Sandoz for approximately €650 million, with additional license fees and milestones expected to bring significant future revenues and royalties.
- Evotec confirmed its 2025 revenue guidance range of €861.69 million to €907.04 million and aims for a group revenue compound annual growth rate (CAGR) of 8-12% from 2024 to 2028, targeting an adjusted EBITDA margin above 20% by 2028.
- Following the 9-month results announcement, Evotec's shares fell 9.2%, reflecting investor disappointment over the operating loss and challenging conditions in the Discovery & Preclinical Development segment.
- Despite current financial headwinds, the company expects R&D expenditures to be in the range of €40-50 million for 2025 and anticipates up to four molecules entering clinical phase II within the next six to nine months.
Nov 5, 2025, 2:55 PM
EVO Reports Q3 2025 Results with Revenue Decline and Strategic Sandoz Deal
EVO
Earnings
Guidance Update
M&A
- Evotec's group revenues for the first nine months of 2025 declined by 7% to EUR 535.1 million compared to the previous year, primarily driven by a 12% revenue decline in its DNPD business due to continued softness in the early drug discovery market. Adjusted group EBITDA for the period was negative EUR 16.9 million.
- The Just - Evotec Biologics business demonstrated strong growth, with revenues increasing by 11% to EUR 143.2 million in the first nine months of 2025. A transformational deal was signed with Sandoz, involving the sale of the Just - Evotec Biologics Toulouse site and a technology license, expected to unlock payments of more than $650 million over the next years, including an initial consideration of approximately $350 million, plus sizable royalty streams from 10 biosimilars.
- Evotec is on track to achieve EUR 60 million in structural cost reductions in 2025 and plans an additional EUR 50 million in future cost-out and productivity measures. The company confirmed its 2025 guidance for targeted revenue of EUR 760 million-EUR 800 million and adjusted EBITDA in the range of EUR 30 million-EUR 50 million, and remains confident in its midterm outlook of 8%-12% top-line growth with EBITDA margins greater than 20% by 2028.
Nov 5, 2025, 1:00 PM
Evotec SE Reports 9M 2025 Results and Confirms Full-Year Guidance
EVO
Earnings
Guidance Update
M&A
- Group revenues for the first nine months of 2025 decreased by (7.1)% to €535.1 million (9M 2024: €575.7 million), primarily due to a (12.3)% decline in the Discovery & Preclinical Development (D&PD) segment, partially offset by an 11.3% increase in Just-Evotec Biologics (JEB) revenues to €143.4 million. Adjusted Group EBITDA for the period was €(16.9) million (9M 2024: €(6.0) million).
- After the period-end, Evotec signed an agreement with Sandoz for the sale of Just – Evotec Biologics’ Toulouse manufacturing site, which includes approximately US$350 million in cash and upfront technology license fees, with potential for over US$300 million in additional license fees, development revenues, and success-based milestones, plus royalties on up to ten biosimilar molecules.
- The company confirmed its full-year 2025 guidance, projecting Group revenues in the range of €760 – 800 million and Adjusted Group EBITDA between €30 – 50 million.
Nov 5, 2025, 11:01 AM
Evotec signs agreement with Sandoz
EVO
M&A
Guidance Update
- Evotec SE has signed a definitive agreement with Sandoz AG for the sale of its Just – Evotec Biologics Toulouse site and an indefinite technology license to its continuous manufacturing platform.
- The agreement includes approximately US$ 350 million in cash for the manufacturing site and upfront technology license fees.
- Evotec is also eligible for additional license fees, development revenues, and success-based milestones totaling more than US$ 300 million over the coming years, plus royalties on a portfolio of up to ten biosimilars.
- The transaction is expected to be earnings accretive, improving Evotec’s short, mid, and long-term revenue mix, profit margins, and capital efficiency, with closing anticipated in Q4 2025.
Nov 5, 2025, 11:00 AM
Evotec Partner Dewpoint Therapeutics Announces IND Opening for DPTX3186
EVO
Product Launch
New Projects/Investments
- Dewpoint Therapeutics, in partnership with Evotec, has announced the opening of an Investigational New Drug (IND) application with the U.S. Food and Drug Administration for DPTX3186, a first-in-class oral condensate modulator.
- Evotec provided integrated support across preclinical, regulatory, and CMC, leveraging its expertise to advance DPTX3186 from a de novo candidate to a clinically ready investigational therapy.
- First patient dosing for DPTX3186 is planned before year-end 2025 in a combined Phase 1/2 trial for gastric and other Wnt-driven cancers.
Oct 21, 2025, 1:00 PM
Quarterly earnings call transcripts for Evotec.
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