Evotec is a holding company engaged as a drug discovery solutions company providing drug discovery capabilities to pharmaceutical and biotechnology companies as well as to academic institutions. These drug discovery solutions are provided in form of fee-for service work, integrated drug discovery alliances, development partnerships, licensing of drug candidates and consulting arrangements. Co. is primarily involved in the areas of neuroscience, pain, metabolic diseases, oncology and inflammation. Co. provides its drug discovery activities under the banners of EVT Execute, EVT Integrate and EVT Innovate. Co.'s operations are divided into two segments: EVT Execute and EVT Innovate.
  • TickerEVT
  • ISINDE0005664809
  • SectorPharmaceuticals & Biotechnology
  • CountryGermany
Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Favor EAFE over EM The U.S. dollar remains elevated and as long as this remains the case we believe developed international equities (EAFE) will continue to outperform relative to emerging markets (MSCI EM)... see charts below. Below we highlight attractive and actionable themes within developed international: • Australia. Australia's All Ordinaries index exhibits bullish price and RS trends, a rarity when it comes to global markets considering most country-specific indexes display neutral or negative price trends. We highlight several Australian names, and would use recent broad market weak...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Developed Markets Leadership Chart Book

Europe in focus The U.S. dollar continues to grind marginally higher, and EM equities have suffered as a result. Meanwhile, RS for the MSCI EAFE index is bottoming when compared to the MSCI EM index, largely due to outperformance in Europe. With developed int'l markets beginning to outperform emerging markets, we recommend adding exposure to the developed int'l space. Below we highlight attractive and actionable themes within developed int'l: • Europe & Japan: Though this is an all-encompassing bottoms-up chart book for developed ex-U.S., make no mistake, the vast majority of today's buy rec...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Health Care outperforming globally -- overweight; India breaking out -- add exposure With the primary global ex-U.S. indexes MSCI EAFE, MSCI EM, and MSCI ACWI ex-U.S. continuing their sideways to downward consolidation from a price perspective, the importance of Sector, Group, and stock selection is critical. • Sector and Group Opportunities. Today we put the spotlight on the Health Care Sector, which is assuming a global leadership role as it separates itself from the other international Sectors. We also focus on the Communications Sector as it has seen steady relative strength ranking (RSR...

David Nikoski

Int'l Vital Signs: Actionable charts

In this product we rank the most positive and negative foreign stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts. For a trial to Vermilion Research visit our website at www.vermilioncap.com or contact our sales team at (952) 922-7500.

Thomas J. Schiessle

Positiver Ausblick 2020, erfolgreich auch unter COVID-19

Das Startquartal wuchs - über den Erwartungen - anhaltend zweistellig. Trotz COVID-19-Pandemie konnte der Geschäftsbetrieb aufrechterhalten werden, die Verfügbarkeit der Kapazitäten lag nie unter 90 %. Flexibilität der Mitarbeiter und Effizienz der Maßnahmen sind erfolgreich. Die Guidance wurde somit klar bestätigt. Wie sich konkret das Basisgeschäft weiter entwickeln wird, hängt vom reibungslosen Workflow bei Kunden und EVT ab. Es kam - Stand heute - weder zu nennenswerten Behinderungen noch zu Auftrags­stornierungen. Es bestehen also gute Chancen, dass 2020 mit weiterem Erlöswachstum gerech...

Thomas J. Schiessle

Positiver Ausblick 2020, trotz COVID-19

Das Gj. 2019 wuchs - über den Erwartungen - klar zweistellig. Das Orderbuch ist gut gefüllt und deute, so der CEO, auch für 2020 auf weiteres Erlöswachstum und ein insgesamt starkes Jahr. Die Kundenbasis ist breit und von allgemeinen Konjunkturzyklen unabhängig. Wie sich konkret das Basisgeschäft entwickeln wird, hängt vom reibungslosen Workflow bei Kunden und EVT ab. Trotz COVID-19-Pandemie kann der Geschäftsbetrieb bei EVT – Stand heute - aufrechterhalten werden. Die strategische Beweglichkeit (M&A) nimmt augenscheinlich zu. Beispiel hierfür ist u.E. die strategische Partnerschaft mit panCE...

Dominic Rose ...
  • Naresh Chouhan

Intron Health: COVID-19 - Lockdowns Until 2021

Whilst the market is expecting a near-term peak in cases in Europe, we show that there are likely to be continual outbreaks into 2021 and we will likely see ongoing economic disruption for many quarters to come. HK & Taiwan eased some of the social distancing measures and saw a marked increase in COVID-19 cases. The UK govt’s base case is for continual outbreaks. We show that ICU beds are the limiting factor & driving govt behaviours, not economic disruption. Crucially, we show that looking at daily case numbers to find the peak is no longer a valid dataset & market focus on this dataset is mi...

Thomas J. Schiessle

Anhaltend hohes Wachstum bei EVOTEC SE - positiver Ausblick für 2020

Nach dem sehr dynamischen H1/19 schloss das Q3/19 über unseren Erwartungen ab. Das Gj. 2019 wird klar zweistellig wachsen. Die Guidance wurde – mit Vorlage der 9M/19-Zahlen - in diese Richtung konkretisiert. Das Orderbuch deute, so der CEO, auch für 2020 auf hohes Erlöswachstum. Die Nachfrage im Basisgeschäft wächst zweistellig, die Kundenbasis wird immer breiter. Das Auslaufen der Sanofi-Toulouse-Kostenerstattung nach Q1/20 könnte somit durchaus kompensiert werden, zumal neue Projekte mit Sanofi künftig Einnahmen liefern können.

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior