View ValuationEvotec 将来の成長Future 基準チェック /46Evotec利益と収益がそれぞれ年間72.7%と6.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.3% 76.1%なると予測されています。主要情報72.7%収益成長率76.07%EPS成長率Life Sciences 収益成長20.2%収益成長率6.6%将来の株主資本利益率7.26%アナリストカバレッジGood最終更新日11 May 2026今後の成長に関する最新情報お知らせ • Jul 22Evotec SE Updates Earnings Guidance for the Fiscal Year 2025Evotec SE updated earnings guidance for the fiscal year 2025. For the year, the Company expects Group revenues in the range of EUR 760 million – EUR 800 million (previously: EUR 840 million – EUR 880 million). The primary reasons for the refined guidance are a change in the revenue mix and significant cost savings in excess of initial targets set during the Priority Reset. Technology licensing – a key pillar of Evotec’s strategic repositioning – is expected to make a stronger contribution. At the same time, the Shared R&D base business is expected to continue to operate in a challenging market environment in the second half of 2025. Group revenues were below expectations in H1 2025, while adjusted EBITDA was broadly in line with expectations. Actions are underway to transform the business towards sustainable profitable growth.Breakeven Date Change • Apr 17Forecast breakeven date pushed back to 2027The 8 analysts covering Evotec previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of €48.4m in 2027. Average annual earnings growth of 73% is required to achieve expected profit on schedule.お知らせ • Apr 17Evotec SE Provides Earnings Guidance for the Full Year of 2025 and Outlook for the Year 2028Evotec SE provided earnings guidance for the full year of 2025 and outlook for the year 2028. For the year 2025, the group revenues expected in the range of €840 million to €880 million (2024: €797.0 million). For the outlook for 2028, the group revenues CAGR 2024-2028 targeted to be in a range of 8% to 12%.すべての更新を表示Recent updatesReported Earnings • May 11First quarter 2026 earnings released: €0.69 loss per share (vs €0.18 loss in 1Q 2025)First quarter 2026 results: €0.69 loss per share (further deteriorated from €0.18 loss in 1Q 2025). Revenue: €156.6m (down 22% from 1Q 2025). Net loss: €121.9m (loss widened 286% from 1Q 2025). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.お知らせ • May 06Evotec SE, Annual General Meeting, Jun 11, 2026Evotec SE, Annual General Meeting, Jun 11, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Apr 09Full year 2025 earnings released: €0.58 loss per share (vs €1.11 loss in FY 2024)Full year 2025 results: €0.58 loss per share (improved from €1.11 loss in FY 2024). Revenue: €788.4m (down 1.1% from FY 2024). Net loss: €103.5m (loss narrowed 47% from FY 2024). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 08Gilead Sciences, Inc. (NasdaqGS:GILD) entered into a definitive agreement to acquire Tubulis GmbH from a group of shareholders for $5 billion.Gilead Sciences, Inc. (NasdaqGS:GILD) entered into a definitive agreement to acquire Tubulis GmbH from a group of shareholders for $5 billion on April 7, 2026. Under the terms of the sale and purchase agreement, Gilead will acquire all of the outstanding equity of Tubulis for $3.15 billion in upfront cash consideration on a cash-free, debt-free basis, subject to customary adjustments, which is payable at closing, and up to $1.85 billion in contingent milestone payments. Evotec announced that it is expected to receive approximately $100 million in upfront consideration upon closing of the sale of Tubulis and is eligible to receive up to approximately $58 million in additional contingent consideration in line with its equity participation and subject to the achievement of specified milestones. Following the close of the transaction, Tubulis will operate as a dedicated ADC research organization within Gilead, with the Munich site serving as a hub for ADC innovation. Gilead plans to finance the transaction with a combination of cash on hand and senior unsecured notes. Closing of the transaction is subject to expiration or termination of certain regulatory filings and other customary conditions. The transaction is expected to close in the second quarter of 2026. Centerview Partners LLC and Allen & Company LLC are acting as financial advisors for Gilead. J.P. Morgan Securities LLC is acting as the exclusive financial advisor for Tubulis. Covington & Burling LLP, Arnold & Porter LLP, and Venable LLP are serving as legal counsel to Gilead. Goodwin Procter LLP and CMS Hasche Sigle are serving as legal counsel to Tubulis.お知らせ • Apr 04Evotec SE Appoints Ashiq H. Khan as EVP Global Head, Chief Commercial OfficerEvotec SE announced the appointment of Dr. Ashiq H. Khan as EVP Global Head, Chief Commercial Officer. Dr. Khan brings to Evotec over 15 years of international leadership experience in biotech, CRO and AI-driven platform businesses, with a distinguished track record of managing diverse transcontinental teams and closing more than $7 billion in high-value standalone, integrated, and collaboration agreements across the U.S., EU and APAC markets. In his role, Dr. Khan will spearhead the build-out of a globally integrated, fit-for-purpose commercial organization fully aligned with Evotec's scientific leadership and platform capabilities to deliver enhanced customer value and drive more robust, sustainable growth. Dr. Khan most recently served as Chief Business Officer at Iktos. Prior to that, he held leadership roles at Proteros and Schrödinger. He holds a Ph.D. in Neurobiology from the University of Cologne and business degrees from the Wharton Business School and INSEAD.お知らせ • Mar 29+ 2 more updatesEvotec SE to Report Q2, 2026 Results on Aug 13, 2026Evotec SE announced that they will report Q2, 2026 results on Aug 13, 2026お知らせ • Mar 11Evotec SE to Report Q4, 2025 Final Results on Apr 08, 2026Evotec SE announced that they will report Q4, 2025 final results at 12:00 PM, Central European Standard Time on Apr 08, 2026お知らせ • Jan 07Amgen Inc. (NasdaqGS:AMGN) acquired Dark Blue Therapeutics Ltd from Oxford Science Enterprises, Bristol-Myers Squibb Company (NYSE:BMY) and Evotec SE (XTRA:EVT) in a transaction valued at $840 million.Amgen Inc. (NasdaqGS:AMGN) acquired Dark Blue Therapeutics Ltd from Oxford Science Enterprises, Bristol-Myers Squibb Company (NYSE:BMY) and Evotec SE (XTRA:EVT) in a transaction valued at $840 million on December 30, 2025. Under the terms of the agreement, Dark Blue Therapeutics’ board has resigned, and Edwin Moses is no longer directly involved in the company. Its 18-person team and research operations will be integrated into Amgen’s global R&D organization. Merrill Lynch International acted as financial advisor for Dark Blue Therapeutics Ltd. Goodwin Procter Llp acted as legal advisor for Dark Blue Therapeutics Ltd. Amgen Inc. (NasdaqGS:AMGN) completed the acquisition of Dark Blue Therapeutics Ltd from Oxford Science Enterprises, Bristol-Myers Squibb Company (NYSE:BMY) and Evotec SE (XTRA:EVT) on December 30, 2025.お知らせ • Jan 02Evotec SE Announces Executive ChangesEvotec SE announced the appointment of Dr. Sarah Fakih as Executive Vice President, Head of Global Communications and Investor Relations. In this strategic role, Dr. Fakih will lead Evotec's newly integrated Global Communications and Investor Relations function. Reporting directly to CEO Dr. Christian Wojczewski, she will bring together both teams to strengthen alignment, clarity and engagement across stakeholders. Dr. Fakih brings more than 15 years of experience in life sciences, with a strong leadership track record in capital markets strategy and corporate messaging. She has held senior roles at U.S. listed companies, including QIAGEN, MorphoSys, and most recently at CureVac. She holds a PhD in Chemistry. The appointment follows the departure of Volker Braun, who successfully led Evotec's Investor Relations and ESG function over the past five years.お知らせ • Nov 08Evotec SE (XTRA:EVT) announces an Equity Buyback for 290,000 shares, for €3 million.Evotec SE (XTRA:EVT) announces a share repurchase program. Under the program, the company will repurchase up to 290,000 shares for €3 million. The purchased shares will be converted to American Depositary Shares (ADS) and ADS will be used exclusively to fulfil corresponding obligations under an employee share program and shall be issued only to individuals who are or were employed by the company or an affiliated company. The program will be valid till December 17, 2025.Reported Earnings • Nov 06Third quarter 2025 earnings released: €0.24 loss per share (vs €0.22 loss in 3Q 2024)Third quarter 2025 results: €0.24 loss per share (further deteriorated from €0.22 loss in 3Q 2024). Revenue: €163.9m (down 11% from 3Q 2024). Net loss: €43.1m (loss widened 8.7% from 3Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 14Second quarter 2025 earnings released: €0.24 loss per share (vs €0.54 loss in 2Q 2024)Second quarter 2025 results: €0.24 loss per share (improved from €0.54 loss in 2Q 2024). Revenue: €171.2m (down 6.0% from 2Q 2024). Net loss: €43.5m (loss narrowed 54% from 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 30Sandoz Group AG (SWX:SDZ) signed a non-binding term sheet to acquire Just-evotec Biologics Eu from Evotec SE (XTRA:EVT) for $300 million.Sandoz Group AG (SWX:SDZ) signed a non-binding term sheet to acquire Just-evotec Biologics Eu from Evotec SE (XTRA:EVT) for $300 million on July 30, 2025. The deal terms include the purchase price of the site for around $300 million in cash, and in addition will include further technology related consideration, future development revenues, milestones and product royalties. Upon completion of the proposed transaction, Just-evotec Biologics employees would transfer with the acquired entity and would become part of the Sandoz Group. Closing of the planned transaction remains subject to completion of the relevant information and consultation processes with employees and their representatives, final contractual agreements and to meeting regulatory requirements, expected in the fourth quarter.お知らせ • Jul 22Evotec SE Updates Earnings Guidance for the Fiscal Year 2025Evotec SE updated earnings guidance for the fiscal year 2025. For the year, the Company expects Group revenues in the range of EUR 760 million – EUR 800 million (previously: EUR 840 million – EUR 880 million). The primary reasons for the refined guidance are a change in the revenue mix and significant cost savings in excess of initial targets set during the Priority Reset. Technology licensing – a key pillar of Evotec’s strategic repositioning – is expected to make a stronger contribution. At the same time, the Shared R&D base business is expected to continue to operate in a challenging market environment in the second half of 2025. Group revenues were below expectations in H1 2025, while adjusted EBITDA was broadly in line with expectations. Actions are underway to transform the business towards sustainable profitable growth.New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 55% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 55% per year over the past 5 years.お知らせ • Jun 04Evotec SE Approves Board AppointmentsEvotec SE approved the two new Management Board members Aurélie Dalbiez (Chief People Officer) and Paul Hitchin (Chief Financial Officer), introduced themselves to the shareholders at its AGM held on June 3, 2025.Buy Or Sell Opportunity • May 23Now 30% overvaluedOver the last 90 days, the stock has fallen 3.0% to €8.24. The fair value is estimated to be €6.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 96% in the next 2 years.お知らせ • Apr 28Evotec SE, Annual General Meeting, Jun 03, 2025Evotec SE, Annual General Meeting, Jun 03, 2025, at 10:00 W. Europe Standard Time.Breakeven Date Change • Apr 17Forecast breakeven date pushed back to 2027The 8 analysts covering Evotec previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of €48.4m in 2027. Average annual earnings growth of 73% is required to achieve expected profit on schedule.お知らせ • Apr 17Evotec SE Provides Earnings Guidance for the Full Year of 2025 and Outlook for the Year 2028Evotec SE provided earnings guidance for the full year of 2025 and outlook for the year 2028. For the year 2025, the group revenues expected in the range of €840 million to €880 million (2024: €797.0 million). For the outlook for 2028, the group revenues CAGR 2024-2028 targeted to be in a range of 8% to 12%.業績と収益の成長予測BIT:1EVT - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20288974531138712/31/2027818-30-41671012/31/2026738-125-143-883/31/2026745-194-5319N/A12/31/2025788-104-92-9N/A9/30/2025756-159-911N/A6/30/2025777-15612112N/A3/31/2025788-207-7635N/A12/31/2024797-196-11418N/A9/30/2024777-171-209-36N/A6/30/2024788-171-246-55N/A3/31/2024777-91-228-12N/A12/31/2023781-84-18036N/A9/30/2023821-95-188-14N/A6/30/2023798-103-246-42N/A3/31/2023800-116-39143N/A12/31/2022751-17624206N/A9/30/2022698-180121297N/A6/30/20226842194322N/A3/31/20226509058183N/A12/31/20216182163122N/A9/30/2021571247-5886N/A6/30/2021541112-5093N/A3/31/202151542-9920N/A12/31/20205016-5445N/A9/30/202048514-462N/A6/30/202047035046N/A3/31/2020462424382N/A12/31/201944638N/A42N/A9/30/201941961N/A29N/A6/30/201940477N/A74N/A3/31/201939894N/A139N/A12/31/201837584N/A156N/A9/30/201837063N/A135N/A6/30/201833831N/A80N/A3/31/201829420N/A19N/A12/31/201726423N/A11N/A9/30/201721528N/A64N/A6/30/201719335N/A73N/A3/31/201717836N/A74N/A12/31/201616528N/A67N/A9/30/201616018N/A5N/A6/30/20161486N/A-6N/A3/31/201614417N/A-2N/A12/31/201512817N/A16N/A9/30/201511912N/A19N/A6/30/201510411N/A23N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1EVTは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.3% ) よりも高い成長率であると考えられます。収益対市場: 1EVT今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 1EVT今後 3 年以内に収益を上げることが予想されます。収益対市場: 1EVTの収益 ( 6.6% ) Italian市場 ( 5.7% ) よりも速いペースで成長すると予測されています。高い収益成長: 1EVTの収益 ( 6.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1EVTの 自己資本利益率 は、3年後には低くなると予測されています ( 7.3 %)。成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/17 20:54終値2026/05/15 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Evotec SE 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関Christian EhmannBerenbergMichael RyskinBofA Global ResearchPeter VerdultCitigroup Inc20 その他のアナリストを表示
お知らせ • Jul 22Evotec SE Updates Earnings Guidance for the Fiscal Year 2025Evotec SE updated earnings guidance for the fiscal year 2025. For the year, the Company expects Group revenues in the range of EUR 760 million – EUR 800 million (previously: EUR 840 million – EUR 880 million). The primary reasons for the refined guidance are a change in the revenue mix and significant cost savings in excess of initial targets set during the Priority Reset. Technology licensing – a key pillar of Evotec’s strategic repositioning – is expected to make a stronger contribution. At the same time, the Shared R&D base business is expected to continue to operate in a challenging market environment in the second half of 2025. Group revenues were below expectations in H1 2025, while adjusted EBITDA was broadly in line with expectations. Actions are underway to transform the business towards sustainable profitable growth.
Breakeven Date Change • Apr 17Forecast breakeven date pushed back to 2027The 8 analysts covering Evotec previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of €48.4m in 2027. Average annual earnings growth of 73% is required to achieve expected profit on schedule.
お知らせ • Apr 17Evotec SE Provides Earnings Guidance for the Full Year of 2025 and Outlook for the Year 2028Evotec SE provided earnings guidance for the full year of 2025 and outlook for the year 2028. For the year 2025, the group revenues expected in the range of €840 million to €880 million (2024: €797.0 million). For the outlook for 2028, the group revenues CAGR 2024-2028 targeted to be in a range of 8% to 12%.
Reported Earnings • May 11First quarter 2026 earnings released: €0.69 loss per share (vs €0.18 loss in 1Q 2025)First quarter 2026 results: €0.69 loss per share (further deteriorated from €0.18 loss in 1Q 2025). Revenue: €156.6m (down 22% from 1Q 2025). Net loss: €121.9m (loss widened 286% from 1Q 2025). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
お知らせ • May 06Evotec SE, Annual General Meeting, Jun 11, 2026Evotec SE, Annual General Meeting, Jun 11, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Apr 09Full year 2025 earnings released: €0.58 loss per share (vs €1.11 loss in FY 2024)Full year 2025 results: €0.58 loss per share (improved from €1.11 loss in FY 2024). Revenue: €788.4m (down 1.1% from FY 2024). Net loss: €103.5m (loss narrowed 47% from FY 2024). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 08Gilead Sciences, Inc. (NasdaqGS:GILD) entered into a definitive agreement to acquire Tubulis GmbH from a group of shareholders for $5 billion.Gilead Sciences, Inc. (NasdaqGS:GILD) entered into a definitive agreement to acquire Tubulis GmbH from a group of shareholders for $5 billion on April 7, 2026. Under the terms of the sale and purchase agreement, Gilead will acquire all of the outstanding equity of Tubulis for $3.15 billion in upfront cash consideration on a cash-free, debt-free basis, subject to customary adjustments, which is payable at closing, and up to $1.85 billion in contingent milestone payments. Evotec announced that it is expected to receive approximately $100 million in upfront consideration upon closing of the sale of Tubulis and is eligible to receive up to approximately $58 million in additional contingent consideration in line with its equity participation and subject to the achievement of specified milestones. Following the close of the transaction, Tubulis will operate as a dedicated ADC research organization within Gilead, with the Munich site serving as a hub for ADC innovation. Gilead plans to finance the transaction with a combination of cash on hand and senior unsecured notes. Closing of the transaction is subject to expiration or termination of certain regulatory filings and other customary conditions. The transaction is expected to close in the second quarter of 2026. Centerview Partners LLC and Allen & Company LLC are acting as financial advisors for Gilead. J.P. Morgan Securities LLC is acting as the exclusive financial advisor for Tubulis. Covington & Burling LLP, Arnold & Porter LLP, and Venable LLP are serving as legal counsel to Gilead. Goodwin Procter LLP and CMS Hasche Sigle are serving as legal counsel to Tubulis.
お知らせ • Apr 04Evotec SE Appoints Ashiq H. Khan as EVP Global Head, Chief Commercial OfficerEvotec SE announced the appointment of Dr. Ashiq H. Khan as EVP Global Head, Chief Commercial Officer. Dr. Khan brings to Evotec over 15 years of international leadership experience in biotech, CRO and AI-driven platform businesses, with a distinguished track record of managing diverse transcontinental teams and closing more than $7 billion in high-value standalone, integrated, and collaboration agreements across the U.S., EU and APAC markets. In his role, Dr. Khan will spearhead the build-out of a globally integrated, fit-for-purpose commercial organization fully aligned with Evotec's scientific leadership and platform capabilities to deliver enhanced customer value and drive more robust, sustainable growth. Dr. Khan most recently served as Chief Business Officer at Iktos. Prior to that, he held leadership roles at Proteros and Schrödinger. He holds a Ph.D. in Neurobiology from the University of Cologne and business degrees from the Wharton Business School and INSEAD.
お知らせ • Mar 29+ 2 more updatesEvotec SE to Report Q2, 2026 Results on Aug 13, 2026Evotec SE announced that they will report Q2, 2026 results on Aug 13, 2026
お知らせ • Mar 11Evotec SE to Report Q4, 2025 Final Results on Apr 08, 2026Evotec SE announced that they will report Q4, 2025 final results at 12:00 PM, Central European Standard Time on Apr 08, 2026
お知らせ • Jan 07Amgen Inc. (NasdaqGS:AMGN) acquired Dark Blue Therapeutics Ltd from Oxford Science Enterprises, Bristol-Myers Squibb Company (NYSE:BMY) and Evotec SE (XTRA:EVT) in a transaction valued at $840 million.Amgen Inc. (NasdaqGS:AMGN) acquired Dark Blue Therapeutics Ltd from Oxford Science Enterprises, Bristol-Myers Squibb Company (NYSE:BMY) and Evotec SE (XTRA:EVT) in a transaction valued at $840 million on December 30, 2025. Under the terms of the agreement, Dark Blue Therapeutics’ board has resigned, and Edwin Moses is no longer directly involved in the company. Its 18-person team and research operations will be integrated into Amgen’s global R&D organization. Merrill Lynch International acted as financial advisor for Dark Blue Therapeutics Ltd. Goodwin Procter Llp acted as legal advisor for Dark Blue Therapeutics Ltd. Amgen Inc. (NasdaqGS:AMGN) completed the acquisition of Dark Blue Therapeutics Ltd from Oxford Science Enterprises, Bristol-Myers Squibb Company (NYSE:BMY) and Evotec SE (XTRA:EVT) on December 30, 2025.
お知らせ • Jan 02Evotec SE Announces Executive ChangesEvotec SE announced the appointment of Dr. Sarah Fakih as Executive Vice President, Head of Global Communications and Investor Relations. In this strategic role, Dr. Fakih will lead Evotec's newly integrated Global Communications and Investor Relations function. Reporting directly to CEO Dr. Christian Wojczewski, she will bring together both teams to strengthen alignment, clarity and engagement across stakeholders. Dr. Fakih brings more than 15 years of experience in life sciences, with a strong leadership track record in capital markets strategy and corporate messaging. She has held senior roles at U.S. listed companies, including QIAGEN, MorphoSys, and most recently at CureVac. She holds a PhD in Chemistry. The appointment follows the departure of Volker Braun, who successfully led Evotec's Investor Relations and ESG function over the past five years.
お知らせ • Nov 08Evotec SE (XTRA:EVT) announces an Equity Buyback for 290,000 shares, for €3 million.Evotec SE (XTRA:EVT) announces a share repurchase program. Under the program, the company will repurchase up to 290,000 shares for €3 million. The purchased shares will be converted to American Depositary Shares (ADS) and ADS will be used exclusively to fulfil corresponding obligations under an employee share program and shall be issued only to individuals who are or were employed by the company or an affiliated company. The program will be valid till December 17, 2025.
Reported Earnings • Nov 06Third quarter 2025 earnings released: €0.24 loss per share (vs €0.22 loss in 3Q 2024)Third quarter 2025 results: €0.24 loss per share (further deteriorated from €0.22 loss in 3Q 2024). Revenue: €163.9m (down 11% from 3Q 2024). Net loss: €43.1m (loss widened 8.7% from 3Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 14Second quarter 2025 earnings released: €0.24 loss per share (vs €0.54 loss in 2Q 2024)Second quarter 2025 results: €0.24 loss per share (improved from €0.54 loss in 2Q 2024). Revenue: €171.2m (down 6.0% from 2Q 2024). Net loss: €43.5m (loss narrowed 54% from 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 30Sandoz Group AG (SWX:SDZ) signed a non-binding term sheet to acquire Just-evotec Biologics Eu from Evotec SE (XTRA:EVT) for $300 million.Sandoz Group AG (SWX:SDZ) signed a non-binding term sheet to acquire Just-evotec Biologics Eu from Evotec SE (XTRA:EVT) for $300 million on July 30, 2025. The deal terms include the purchase price of the site for around $300 million in cash, and in addition will include further technology related consideration, future development revenues, milestones and product royalties. Upon completion of the proposed transaction, Just-evotec Biologics employees would transfer with the acquired entity and would become part of the Sandoz Group. Closing of the planned transaction remains subject to completion of the relevant information and consultation processes with employees and their representatives, final contractual agreements and to meeting regulatory requirements, expected in the fourth quarter.
お知らせ • Jul 22Evotec SE Updates Earnings Guidance for the Fiscal Year 2025Evotec SE updated earnings guidance for the fiscal year 2025. For the year, the Company expects Group revenues in the range of EUR 760 million – EUR 800 million (previously: EUR 840 million – EUR 880 million). The primary reasons for the refined guidance are a change in the revenue mix and significant cost savings in excess of initial targets set during the Priority Reset. Technology licensing – a key pillar of Evotec’s strategic repositioning – is expected to make a stronger contribution. At the same time, the Shared R&D base business is expected to continue to operate in a challenging market environment in the second half of 2025. Group revenues were below expectations in H1 2025, while adjusted EBITDA was broadly in line with expectations. Actions are underway to transform the business towards sustainable profitable growth.
New Risk • Jul 04New major risk - Revenue and earnings growthEarnings have declined by 55% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 55% per year over the past 5 years.
お知らせ • Jun 04Evotec SE Approves Board AppointmentsEvotec SE approved the two new Management Board members Aurélie Dalbiez (Chief People Officer) and Paul Hitchin (Chief Financial Officer), introduced themselves to the shareholders at its AGM held on June 3, 2025.
Buy Or Sell Opportunity • May 23Now 30% overvaluedOver the last 90 days, the stock has fallen 3.0% to €8.24. The fair value is estimated to be €6.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 96% in the next 2 years.
お知らせ • Apr 28Evotec SE, Annual General Meeting, Jun 03, 2025Evotec SE, Annual General Meeting, Jun 03, 2025, at 10:00 W. Europe Standard Time.
Breakeven Date Change • Apr 17Forecast breakeven date pushed back to 2027The 8 analysts covering Evotec previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of €48.4m in 2027. Average annual earnings growth of 73% is required to achieve expected profit on schedule.
お知らせ • Apr 17Evotec SE Provides Earnings Guidance for the Full Year of 2025 and Outlook for the Year 2028Evotec SE provided earnings guidance for the full year of 2025 and outlook for the year 2028. For the year 2025, the group revenues expected in the range of €840 million to €880 million (2024: €797.0 million). For the outlook for 2028, the group revenues CAGR 2024-2028 targeted to be in a range of 8% to 12%.