Reported Earnings • May 11
First 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. Duyuru • May 06
Evotec SE, Annual General Meeting, Jun 11, 2026 Evotec SE, Annual General Meeting, Jun 11, 2026, at 10:00 W. Europe Standard Time. Reported Earnings • Apr 09
Full 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. Duyuru • Apr 08
Gilead 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. Duyuru • Apr 04
Evotec SE Appoints Ashiq H. Khan as EVP Global Head, Chief Commercial Officer Evotec 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. Duyuru • Mar 11
Evotec SE to Report Q4, 2025 Final Results on Apr 08, 2026 Evotec SE announced that they will report Q4, 2025 final results at 12:00 PM, Central European Standard Time on Apr 08, 2026 Duyuru • Jan 07
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. 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. Duyuru • Jan 02
Evotec SE Announces Executive Changes Evotec 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. Duyuru • Nov 08
Evotec 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 06
Third 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 14
Second 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. Duyuru • Jul 30
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. 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. Duyuru • Jul 22
Evotec SE Updates Earnings Guidance for the Fiscal Year 2025 Evotec 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 04
New major risk - Revenue and earnings growth Earnings 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. Duyuru • Jun 04
Evotec SE Approves Board Appointments Evotec 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 23
Now 30% overvalued Over 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. Duyuru • Apr 28
Evotec SE, Annual General Meeting, Jun 03, 2025 Evotec SE, Annual General Meeting, Jun 03, 2025, at 10:00 W. Europe Standard Time. Breakeven Date Change • Apr 17
Forecast breakeven date pushed back to 2027 The 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. Duyuru • Apr 17
Evotec SE Provides Earnings Guidance for the Full Year of 2025 and Outlook for the Year 2028 Evotec 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%.