Report
Oliver Metzger ...
  • Stephan Wulf

Evotec SE : Despite strong disappointments we continue to see value, especially in Just – Evotec Biologics

>Guidance came as huge disappointment - The extremely disappointing guidance for FY 2024 and the withdrawal of the mid-term outlook 2025 came as the result of a deteriorating environment in some business areas, limited visibility regarding the success of countermeasures and the change in the CEO, who certainly did not want to be confronted with an overly ambitious guidance. This new situation requires a substantial update of our valuation model, which we only revised ...
Underlying
Evotec SE

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.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Oliver Metzger

Stephan Wulf

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