Evotec SE reported a 7% year-on-year decline in revenues for the first nine months of 2025, driven by challenges in the drug discovery market, although its Biologics segment demonstrated strong growth.
- Group revenues were EUR 535.1 million, with a 12% decline in D&PD (Drug Discovery and Development) business, offset by 11% growth in Just-Evotec Biologics.
- A transformative deal with Sandoz, worth over $650 million, underscores the potential of Evotec’s biologics division.
- Cost-saving measures are expected to exceed EUR 110 million through 2025, aimed at enhancing operational efficiency amid market challenges.
- Positive trends in customer proposals and improved change order performance signal stabilization in the D&PD segment.
- Anticipation of up to four molecules entering Phase II clinical studies in 2026 highlights a strong pipeline and potential for future milestone payments.
Community Discussion