Evotec Se · XETR:EVT
Evotec — Investor Day (November 2020)
103 slides from Evotec's investor day presentation, Nov 19, 2020
Slide 1: The R&D Autobahn to Cures
The R&D Autobahn to Cures Evotec SE, Capital Markets Day, November 19th 2020
Slide 2: Forward-looking statement
Forward-looking statement Information set forth in this presentation contains forward-looking statements, which involve a number of risks and uncertainties. The forward-looking statements contained herein represent the judgement of Evotec as of the date of this presentation. Such forward-looking sta
Slide 3: Let's talk about Evotec
Let’s talk about Evotec Capital markets day 2020 Werner Cord Craig Lanthaler Dohrmann Johnstone CEO CSO COO Karen Jim Enno Spillner Lackey Thomas CFO Integrated Just – Evotec Drug Discovery Biologics PAGE 3
Slide 4: PAGE
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Slide 5: Agenda
Agenda The R&D Autobahn to Cures Our business strategy Data driven precision medicine From patient to patient Drug discovery, development & biologics From machine learning to the factory of the future “…just the beginning” … of the shared economy of drug discovery & development PAGE 5
Slide 6: R&D precision and efficiency is not just a skill, it is an attitude
“R&D precision and efficiency is not just a skill, it is an attitude. We want to dramatically expand and accelerate access to better drugs.“ Werner Lanthaler PAGE 6
Slide 7: Agenda
Agenda Our business strategy Co-owned assets Pipeline evolution PAGE 7
Slide 8: … it is just the beginning
… it is just the beginning Our mission We put drug discovery ideas and leading technologies across all modalities to action. We enable and accelerate the development of precision medicines together with our partners. Manfred Eigen Nobel Prize 1967 PAGE 8
Slide 9: Industry dynamics suggest need for disruptive approach in R&D
Industry dynamics suggest need for disruptive approach in R&D R&D megatrends Development costs per asset R&D budgets continue to grow Cost per asset increased ~2/3rd since 2010, in US$ bn in US$ bn 1,981 ~ 200 160 +25% 1,188 +67% “The IRR turn 2010 2019 2015 2020 around challenge” needs Peak sales p
Slide 10: Our focus: More precision, higher efficiency, higher returns
Our focus: More precision, higher efficiency, higher returns Data-driven precision medicine meets operational excellence Precision Efficiency Capitalised cost per launch, in US$ bn4) Human genetics supported targets1) Average project evaluation time % success in months before R&D decision3) 2x -75%
Slide 11: Multimodality is reality
Multimodality is reality Small molecules, biologics & other modalities Global pharmaceutical R&D market1), 2) in US$ bn CAGR 2017-22e +7% 918 856 >50% 794 743 670 703 8% Cell & Gene Tx Biologics Small molecules 5% 2017 2018 2019 2020e 2021e 2022e PAGE 11 1) Small molecules forecast from May 2017 and
Slide 12: New technologies, more precision, higher speed and efficiency
New technologies, more precision, higher speed and efficiency Evotec – Sites & number of employees Hamburg (HQ), Princeton, Seattle, Goettingen (Manfred Branford, Watertown Eigen Campus) ~350 Cologne, Munich, 1st J.POD ~830 Abingdon (Dorothy Orth an der Donau Crowfoot Hodgkin), ~30 Alderley Park ~82
Slide 13: Combining best of both worlds
Combining best of both worlds Our unique business model R&D and Partners share IP generation with us because of Unique IP & know-how Unique platforms Significant efficiency gains Partnership services PAGE 13
Slide 14: Our strategy delivers significant growth and value potential
Our strategy delivers significant growth and value potential Development from 2015 … to 2020 (e) Revenues Co-owned programmes Adjusted Group EBITDA in € m in € m 270% 50% 400% >1,000% 128 470+ 20 100+ 9 100+ Co-owned companies & BRIDGES Top-class employees R&D Investments Unpartnered R&D projects in
Slide 15: Agenda
Agenda Our business strategy Co-owned pipeline & examples Pipeline evolution PAGE 15
Slide 16: Power of novelty and precision opens path to co-ownership
Power of novelty and precision opens path to co-ownership Unique business model Sources for Co-ownership R&D and IP generation Co-owned pipeline 1 EVT platforms 2 Indication driven target pipelines World-class partnership 3 BRIDGES, operational ventures, … services PAGE 16
Slide 17: Co-owned pipeline has multiple starting points
Co-owned pipeline has multiple starting points Unique business model – Sources for “Co-ownership” Sources for Co-ownership R&D and IP generation EVT platforms Co-owned pipeline 1 e.g. iPSC, Protein degradation, PanOmics, PanHunter, HAL, High-value IDD Indication-driven target pipelines 2 e.g. P2X3,
Slide 18: Transactions are the beginning for risk-free value creation
Transactions are the beginning for risk-free value creation Co-owned portfolio1)– Selected examples (in € m/ US$ m) EVT Innovate platforms (Examples) Upfronts iPSC CKD Kidney diseases Protein degradation PCOS Infectious Diseases > € 200 m 1 Neurodegeneration UF: $ 45 m + $ 30 m MS: up to $ 250 m / U
Slide 19: We optimise long-term value generation
We optimise long-term value generation Co-owning “blueprint” “Free options” Ø 8 - 10% through alliance royalties building Ø € 200 m Selected risk-shared per project alliances reduce upfront and research € 1-50 m payments in exchange for milestones and Alliance building royalties Ø € 5 - 10 m per
Slide 20: Large portfolio across modalities moving towards market
Large portfolio across modalities moving towards market Broad and diversified pipeline of assets # of fully funded Small molecules co-owned assets Biologics EVT Innovate Cell & gene therapy 118 Discovery & Bridge projects >15 >20 >65 Pre-clinical 36 Others (e.g. oper- Clinical 0 1 15 ational venture
Slide 21: Highly attractive co-owned individual assets
> 100 highly attractive co-owned individual assets Partnership portfolio pre-clinical and clinical Molecule Therapeutic Area/Indication Partner Discovery Pre-clinical Phase I Phase II Phase III EVT201 Insomnia (GABA-A) BAY-1817080 Chronic cough (P2X3) BAY-1817080 Overactive bladder BAY-1817080 Endom
Slide 22: Follow-on discovery projects are progressing rapidly
Follow-on discovery projects are progressing rapidly Partnership research and discovery portfolio Molecule Therapeutic Area/Indication Partner Discovery Pre-clinical Phase I Phase II Phase III 1) Various ND Nephrology 1) ND Nephrology 1) ND PCOS INDY inhibitor Metabolic Various Oncology 1) ND Oncolo
Slide 23: Pipeline will strongly gain visibility with no clinical costs for us
Pipeline will strongly gain visibility with no clinical costs for us Overview of pipeline and selected upcoming events & internal champions Selected expected upcoming pipeline events in the “Beta cell therapy is the most promising approach to cure diabetes.” next 12 - 24 months “IPSCs have game chan
Slide 24: Unparalleled iPSC platform delivers big portfolio of opportunities
Unparalleled iPSC platform delivers big portfolio of opportunities iPSC platform Unique to select unbiased therapeutic modality for specific disease or target Perfect starting point for drug discovery and cell therapy – linked to technologies for disease understanding and modelling PAGE 24
Slide 25: iPSC-derived therapies have game changing potential
iPSC-derived therapies have game changing potential Unparalleled fully integrated iPSC-based drug discovery platform Disease Disease-specific drugs Cell therapy relevance at the start Patient Screening Drug discovery Disease Patient- in a dish specific iPSCs Disease-affected cell types, i.e. neurons
Slide 26: Strong portfolio emerging in CNS, IO, and metabolic diseases
Strong portfolio emerging in CNS, IO, and metabolic diseases Pipeline build-up to turn vision into reality in drug discovery & cell therapy 2021 (e) 2022/23 (e) iM1) – IO iCM – CV iPSC-MS iCM2) – CV iSat – muscle iPSC-Psych iSat3) iNK – IO iNK – fibrosis iPSC-MS iPSC-Gaucher gd iT – IO iChon4) – OA
Slide 27: Paradigm shift for cure
Paradigm shift for cure Current insulin therapy versus beta cell therapy Old paradigm New paradigm Insulin injections - do not address Beta cell therapy underlying cause of disease Beta cell implant or infusion Therapy dominates daily life Significant improvement in Glucose measurements qualit
Slide 28: Durable normalisation of blood glucose levels
b b Durable normalisation of blood glucose levels iPSC-derived islet-like clusters in diabetic animal PoC study Random-fed blood glucose in diabetic mice implanted with GMP iPSC-derived beta cells1) iPSC islet-like clusters deliver long-lasting 600 Animals with normoglycemia at human 500 control i
Slide 29: Infection with significant public health burden
Infection with significant public health burden EVT894 - Chikungunya virus (CHIKV) > 1.3 bn people in endemic areas Chikungunya in the world Mosquito-borne infection, most prevalent in tropical and subtropical regions with recent cases in Europe Often misdiagnosed due to unspecific symptoms Il
Slide 30: Strong data in various in vivo models lead to Phase I
Strong data in various in vivo models lead to Phase I EVT894: FIH study at Duke University initiated November 20201) Pre-clinical development Phase I FIH study Strong neutralising activity in mice and non human Single ascending IV doses of EVT894 (0.3, 1, 3, 10, 20 primates mg/kg) Data suggest
Slide 31: A novel biologic to cure HBV
A novel biologic to cure HBV EVT895: HBV infections are a major global health burden >900,000 deaths in 2015 Viral Hepatitis B in the world HBV kills as many people world-wide as HIV Current therapeutics have a low cure rate 21 m EASTERN MEDITERRANEAN Some being poorly tolerated 15 m 7m EUROPE
Slide 32: Stimulate interferon pathway and agonise CD40
Stimulate interferon pathway and agonise CD40 EVT895: A potent biologics antiviral - Bifunctional molecule Interferon pathway stimulation CD40 agonism compared Hbe release: Comparison with compared to Pegasys to CD40 agonistic antibody Pegasys (donor 2) Late pre-clinical development; Phase I in 2021
Slide 33: Key target in nerve fiber hypersensitization
Key target in nerve fiber hypersensitization P2X3 antagonist – Eliapixant (BAY1817080) Multi-target potential P2X3 Expertise in Expertise in inflammation / pain research, RCC* Women’s in vivo; ion P2X3 health; market channels access Derived from the strategic multi-target research alliance of Bayer
Slide 34: High unmet medical need, no effective treatment
High unmet medical need, no effective treatment P2X3 antagonist – Eliapixant (BAY1817080) Refractory Chronic Cough (RCC) Disease RCC persists > 8 weeks; present despite guideline-based treatment Symptoms include dry irritable sensation in the throat. Symptoms not limited to coughing, may include
Slide 35: Phase II data support best-in-class potential
Phase II data support best-in-class potential P2X3 antagonist – Eliapixant (BAY1817080) Refractory Chronic Cough (RCC) Safety Efficacy Cough frequency1) Low rates of AEs including taste- Dose-dependent reduction in cough related AEs frequency over 24 hours (plateau for 200 mg and 750 mg) All t
Slide 36: Two more large indications already on their way
Two more large indications already on their way P2X3 |Eliapixant (BAY1817080) – Endometriosis // Overactive bladder (OAB) Endometriosis – No proper diagnosis OAB- Growing topic with ageing Estrogen-dependent, chronic population1)2)3) inflammatory disease caused by Urinary urgency, with or withou
Slide 37: Agenda
Agenda Our business strategy Co-owned pipeline & examples Pipeline evolution PAGE 37
Slide 38: Building a massive co-owned clinical pipeline
Building a massive co-owned clinical pipeline EVT Innovate pipeline evolution 2015-2025 (e) 2015 20201) 2025 (e)2) # of projects # of projects # of projects >150 >10 1-5 >20 112 0 > 20 >10 5 1 90 83 16 7 49 34 9 2 0 0 4 Platf. & Pre- Phase Phase Phase Appro- Total Platf. & Pre- Phase Phase Phase App
Slide 39: Building co-owned product upside with limited financial risk
Building co-owned product upside with limited financial risk Co-ownership business model 2010-2025 (e) in products / in € m >150 >100 >50 >5 First royalties 2010 2012 2014 2016 2018 2020 2022(e) 2024(e) … 2030(e) Co-owned products R&D investments1) EVT Innovate EBITDA PAGE 39 1) without EVT Equity
Slide 40: Agenda
Agenda The R&D Autobahn to Cures Our business strategy Data driven precision medicine From patient to patient Drug discovery, development & biologics From machine learning to the factory of the future “…just the beginning” … of the shared economy of drug discovery & development PAGE 40
Slide 41: Agenda
Agenda Precision medicine requires a multi-omics approach Evotec’s precision medicines platforms: Patient data bases – PanOmics – PanHunter Molecular patient databases – the foundation of precision medicine An emerging paradigm shift in drug discovery PAGE 41
Slide 42: From patient to patient
From patient to patient Integration of big “omics” data into drug discovery is driving precision medicine PAGE 42
Slide 43: We are living in a golden age of disruptive technologies
„We are living in a golden age of disruptive technologies. Applying these to drug discovery is highly exciting and rewarding.“ Cord Dohrmann PAGE 43
Slide 44: Precision medicine requires a multi-omics approach
Precision medicine requires a multi-omics approach Molecular understanding of disease mechanisms enables precise interventions Robustness Scalability Cost efficiency Biological insight Genomics Transcriptomics Proteomics Metabolomics Reproducibility Throughput Cost efficiency Molecular insights in
Slide 45: The acceleration of multi-omics data generation
The acceleration of multi-omics data generation Lower costs and AI/ML are key drivers of a coming Omics Tsunami Omics data entered exponential growth phase Sequencing costs dropped dramatically4) 140 Genomics1) 1000 Moore’s law per Mb4) [in USD] Transcriptomics2) R² = 0,9995 10 120 Proteomics3) 0,1
Slide 46: Precision medicine is our focus
Precision medicine is our focus Patient databases & disease models combined with PanOmics & PanHunter Molecular patient Patient (iPSC) - derived Molecular profiles databases disease models turned biomarkers Re-defining health and disease Focus on disease relevance More precise measure of Def
Slide 47: Agenda
Agenda Precision medicine requires a multi-omics approach Evotec’s precision medicines platforms: Patient data bases – PanOmics – PanHunter Molecular patient databases – the foundation of precision medicine An emerging paradigm shift in drug discovery PAGE 47
Slide 48: PanOmics & PanHunter accelerate precision medicine
PanOmics & PanHunter accelerate precision medicine Efficient data generation combined with superior data analysis PanOmics PanHunter Data generation Data analytics Proprietary multi-omics data Genomics Commodity processes analysis platform Integrates bioinformatics and Proprietary RNA-Seq processe
Slide 49: High-throughput transcriptomics is game changing
High-throughput transcriptomics is game changing Transcriptomics ≠ Transcriptomics Bulk RNA-Seq High-throughput RNA-Seq Single cell RNA-Seq Spatial RNA-Seq High-throughput RNA-Seq enables Building of molecular database to re-define health and disease Unbiased drug screening / profiling at screen
Slide 50: ScreenSeq is scalable to >100,000 samples
ScreenSeq™ is scalable to >100,000 samples Evotec’s automated 384-well transcriptomics platform Cell lysis and well- Library preparation & Set of 384 well plates Bioinformatics analysis specific barcoding sequencing 1 2 3 A Precise gene expression quanti- Protocols work for wide range of Automated h
Slide 51: ScreenSeq platform is industry leading
ScreenSeq™ platform is industry leading Benchmarking against the leading high-throughput transcriptomics platforms Competitor 1 Competitor 2 Competitor 3 Competitor 4 ScreenSeq™ Format 96 well 384 well 384 well 96 well 384 well Input material Gene-targeted option Throughput Data analysis Data qualit
Slide 52: ScreenPep - Proteomics with unprecedented performance
ScreenPep™ - Proteomics with unprecedented performance Deep proteomics at industrial scale Mass spectrometry at industrial scale World-leading proteomics technology Driven by proprietary processes and High-end mass spectrometers and performance workflows embedded in proprietary work flows Except
Slide 53: Evotec's ScreenPep platform is industry leading
Evotec’s ScreenPep™ platform is industry leading High-Throughput Proteomics and Integrated Proteomics Competitor 1 Competitor 2 Competitor 3 Competitor 4 ScreenPep™ Throughput HT-Proteomics Coverage Accuracy proteomics Integrated PTMs Target Deconvolution Data analysis / Machine learning PAGE 53
Slide 54: Agenda
Agenda Precision medicine requires a multi-omics approach Evotec’s precision medicines platforms: Patient data bases – PanOmics – PanHunter Molecular patient databases – the foundation of precision medicine An emerging paradigm shift in drug discovery PAGE 54
Slide 55: The foundation of precision medicine
The foundation of precision medicine Molecular patient data bases are re-defining health and disease Tuber- Liver culosis disease Multiple rare Infectious diseases diseases Autoimmune CNS disease Kidney diseases Fibrosis PATIENT DATABASES WITH CLINICAL AND MOLECULAR PROFILES Lung & Multiple cancers
Slide 56: Kidney diseases are very diverse and not well defined
Kidney diseases are very diverse and not well defined More precise definitions and disease models are needed Broad spectrum of kidney diseases Reflux nephropathy SLE DKD_type 1 Toxic Major category is chronic kidney diseases AKI 2% 1% of unknown etiology Obstructive nephropathy 1% 3% 2% 2% Circula
Slide 57: Worldwide largest PanOmics approach to CKD
Worldwide largest PanOmics approach to CKD > 10.000 patients in Chronic Kidney Disease and growing Cohort Patients Biopsies Other Samples Comment EVT Data Exclusivity Baseline recruitment completed; CKD 3000 450 Blood, serum, urine 7 years 1 year follow up ongoing 7 years NS 800 450 Blood, serum, ur
Slide 58: PanOmics strategy is delivering on multiple fronts
PanOmics strategy is delivering on multiple fronts Genomics, transcriptomics, proteomics Genomics - SNP analysis Transcriptomics - blood Proteomics - blood Stratification of patients according Molecular patient diagnostics / Correlation of target expression to genetic background / ethnicity pa
Slide 59: Molecular patient databases translate to high value partnerships
Molecular patient databases translate to high value partnerships Partnerships deliver significant cash flow and upside Start: 2016 Start: 2019 Start: 2020 Strong pipeline Multiple projects Pipeline building initiated Financials Financials Financials UF payment: ND Funding of € 25 m
Slide 60: Agenda
Agenda Precision medicine requires a multi-omics approach Evotec’s precision medicines platforms: Patient data bases – PanOmics – PanHunter Molecular patient databases – the foundation of precision medicine An emerging paradigm shift in drug discovery PAGE 60
Slide 61: Reverting molecular disease phenotypes towards healthy state
Reverting molecular disease phenotypes towards healthy state Reversal of molecular disease phenotypes ensures disease relevance Disease signatures Hit selection Effective drugs normalise disease signatures diseased healthy Identifying molecular disease HTS using molecular disease Reverting mol
Slide 62: Unbiased identification of disease relevant drug candidates
Unbiased identification of disease relevant drug candidates Screening to revert molecular patient profiles to the healthy state Transcriptome profiles induced by individual compounds PanOmics in patient-derived cellular disease model PanHunter Data generation Data analytics Healthy Patient-derived
Slide 63: 90% of all drugs fail in late stages of clinical development
90% of all drugs fail in late stages of clinical development Drug induced liver injury (DILI) is a major contributor for drug failure The liver is the most frequent site of adverse drug reactions 18% of marketed drug withdrawals are due to DILI alone Animal models predict only approximately 50
Slide 64: Superior DILI prediction based on PanOmics & PanHunter
Superior DILI prediction based on PanOmics & PanHunter Gold standard High-content imaging vs. Transcriptomics (PanOmics) & AI (PanHunter) Current gold standard HCI based DILI platform1) Evotec’s new DILI prediction platform1) Primary human hepatocytes Primary human hepatocytes Seven (7) read-o
Slide 65: Molecular disease profiles are driving a paradigm shift
Molecular disease profiles are driving a paradigm shift Disease relevance is paramount: 54% of phase 3 trials fail due to inadequate efficacy1 Drug Clinical Drug screening IND enabling Market optimization development Focus One drugs Target Efficacy Safety Disease relevance on … fits all Current para
Slide 66: Looking at the whole picture with unbiased molecular profiles
Looking at the whole picture with unbiased molecular profiles Too much target focus is limiting Target driven drug discovery Molecular profile driven drug discovery PAGE 66
Slide 67: Quantum leap in Drug Discovery, Development & Biologics
Quantum leap in Drug Discovery, Development & Biologics Operational excellence, from Machine Learning to the Factory of the future in all modalities PAGE
Slide 68: Agenda
Agenda The R&D Autobahn to Cures Our business strategy Data driven precision medicine From patient to patient Drug discovery, development & biologics From machine learning to the factory of the future “…just the beginning” … of the shared economy of drug discovery & development PAGE 68
Slide 69: More efficient and effective drug discovery and development is a global necessity
“More efficient and effective drug discovery and development is a global necessity. Applying machine learning is the natural evolution beyond operational excellence“ Craig Johnstone PAGE 69
Slide 70: Agenda
Agenda Next generation drug discovery & development AI & ML in small molecules Biologics PAGE 70
Slide 71: R&D Autobahn creates quantum leap for partners and patients
R&D Autobahn creates quantum leap for partners and patients Creating the future with long and consistent vision Medicines of the Future 2023-2030 Current & near-future state 2018-2023 Integration and exploitation of data surface on R&D Autobahn for even Opening of R&D Autobahn 2015-2018 Combinat
Slide 72: Growth driven by multi-modality, integration and data surface
Growth driven by multi-modality, integration and data surface Key growth drivers for high-impact and high-value business Capabilities and expertise creates multi-modality R&D Autobahn for growth Biologics technology disruption “Small molecules” extension to difficult targets Gene therapy; iPSC
Slide 73: More efficient to high value inflection points
More efficient to high value value inflection points Key advantages to consistently deliver outstanding performance Integration across value chain Benchmark-busting performance Problem-solving and inventive step creation through Integrated drug discovery & drug development 75 Industry benchmark
Slide 74: Significantly faster and more efficient on R&D continuum
Significantly faster and more efficient on R&D continuum Key performance Indicators Industry Benchmarks for speed not improving in last 10 years Attrition getting even worse – more complex Targets Hits Leads PDC IND targets/biology? 5.5yr US$ 75 m1) Costs rising Evotec 18 months Integrated p
Slide 75: R&D Autobahn creates much better exit points for our partners
R&D Autobahn creates much better exit points for our partners Selected examples of impact and value inflection ”With Padlock, we decided to do something different – and signed up for a single, large collaboration with IDD in IDD in Fibrosis IDD & INDiGO in IDD & DEV in Evotec, where they would cover
Slide 76: Integrating it all for higher productivity
Integrating it all for higher productivity PAGE 76
Slide 77: Agenda
Agenda Next generation drug discovery & development AI & ML in small molecules Biologics PAGE 77
Slide 78: My passion is putting our inventions in patients
“My passion is putting our inventions in patients“ Karen Lackey PAGE 78
Slide 79: Small molecule computational drug discovery & development
Small molecule computational drug discovery & development Overview Current capabilities: Growing in deep learning & Future state in applications Strengths in full value chain knowledge building of knowledge built New molecules generated Score 1 2 Deep learning 3 Multi-objective optimisation Policy g
Slide 80: Balancing speed, cost & probability of technical success
Balancing speed, cost & probability of technical success Early Hit ID: Extensive capabilities in small molecules More data available: Virtual Screening Less data available: HTS Ongoing investment in screening Highest quality chemical start GPCR homology model Protein//Protein inter-action Protein/
Slide 81: Optimising features with Evotec's molecular design apps
Optimising features with Evotec’s molecular design apps Fit-for-Purpose application of tools to drive project success 1. Bayesian optimisation 3. Quantum mechanics 3 4 2 2. Generative design 4. Machine learning DMPK New molecules generated Score 1 Project MPO score vs Sequential ID 1 2 Deep Learning
Slide 82: Improve quality and reduce costs to accelerate to INDs
Improve quality and reduce costs to accelerate to INDs Development readiness: discovery to development continuum Human PK and dose prediction Building development into Dx chemistry Multispecies prediction >13,808 development transformations Target tissue concentration in a Dx reactions databas
Slide 83: Biomarkers link all discovery and development work to patients
Biomarkers link all discovery and development work to patients Integration of AI approaches to increase success in translation of pre-clinical discovery Biomarker identification Biomarker validation & Translation of biomarkers & optimisation companion diagnostics 15 10 t SNE Component 2 5 Etiology X
Slide 84: Training algorithms with high quality well-curated data
Training algorithms with high quality well-curated data Medium term objective: Dramatically improved designs through prediction Data collection Data curation and prediction Connected prediction, end-to-end Comprehensive cartography Machine learning models Evotec data surface Connect molecular diseas
Slide 85: Future state: Quantum leap in exploitation of knowledge
Future state: Quantum leap in exploitation of knowledge in all domains to invent and produce medicines of the future Schematic representation of future state medicines discovery and development Biomarker identification Redefined diseases at Translation of biomarkers & molecular level companion diagn
Slide 86: Agenda
Agenda Next generation drug discovery & development AI & ML in small molecules Biologics PAGE 86
Slide 87: We're using our deep understanding of data science
“We’re using our deep understanding of data science to deliver critical industry solutions and drive global access to important biotherapeutics” Jim Thomas PAGE 87
Slide 88: Common data platform coupled to powerful data science
Common data platform coupled to powerful data science Integrating molecular, process and manufacturing design delivers excellence in vivo AI generated Abacus and in vivo optimisation discovery to fit PD J.HAL Robotic High- throughput PD Dynamic predictive process control End to end continuous proces
Slide 89: Data are captured and archived using common data platform
Data are captured and archived using common data platform, ML tools accelerate learning Platform overview PD to manufacturing model GMP Characterisation to PD model (100,000s) (10s) (10,000s) Structure to (100s) data available Sequence to characterisation model Amount of structure model Common data
Slide 90: Generative Adversarial Networks (GANs) to create faces in silico
Generative Adversarial Networks (GANs) to create faces in silico Go to www.thispersondoesnotexist.com to find out more Example Training Discriminator neural network faces is lightly trained on human faces Discriminator Generator creates images that sometimes fools the Discriminator, and learns f
Slide 91: GAN technology to create human-like antibodies
GAN technology to create human-like antibodies 100,000s of natural human antibody sequences in the public domain serve as the training set Example Human-like antibody (Real) Training Sequences Discriminator neural network is lightly Discriminator OAS set – EVQLQE … VEIKR trained on normal human an
Slide 92: Billions of human-like antibodies created to screen for activity
Billions of human-like antibodies created to screen for activity Transfer learning can bias libraries toward antibodies with superior qualities Example Screen (Real) Training Sequences Discriminator neural network is lightly Discriminator OAS set – EVQLQE … VEIKR trained on normal human antibodies
Slide 93: Partner or client antibodies are improved for manufacturing and formulation
Partner or client antibodies from animals or people are improved for manufacturing and formulation Abacus – an in silico computational toolset of ML algorithms Abacus Molecules optimised for Expression in cells Purification Formulation Long-term stability Molecular optimisation builds in qua
Slide 94: Dramatic improvement in low pH aggregation with Abacus
Dramatic improvement in low pH aggregation achieved through optimised molecular design with Abacus Sequence optimisation improves manufacturability and yield mAb1 mAb2 40.0 mAb1 variant aggregate mAb2 variant aggregate reduction and yield improved 3.6 3.4 reduction and yield improved by 60% by resis
Slide 95: Proprietary reagents and methods, coupled to robotics and ML
Propriety reagents and methods, coupled to robotics and ML can rapidly move client or partner molecules into the clinic Highly efficient process & product design delivers high quality, low cost therapeutics Powerful expression vectors Scale-down system Robotics Cells DNA Optimised cell hosts C
Slide 96: Production processes are small and fit into modular clean rooms
Production processes are small and fit into modular clean rooms that can be reconfigured for flexibility J.POD® facility design reduces scale-up risk by scaling out, not up Intensified processing Production from a few kilograms to metric tons in the same facility PAGE 96
Slide 97: J.POD facilities are ready for precision medicine
J.POD facilities are ready for precision medicine while delivering capacity for high demand biologics for a variety of partners The future is smaller, modular, flexible and highly automated Conventional manufacturing plant J.POD® manufacturing network VS Complexity managed at the process and not the
Slide 98: Evotec is creating a multi-modality digital Autobahn
Evotec is creating a multi-modality digital Autobahn for delivering critical industry solutions to partners and clients Using the power of data science to deliver enhanced speed, lower cost and predictive efficacy PAGE 98
Slide 99: Agenda
Agenda The R&D Autobahn to Cures Our business strategy Data driven precision medicine From patient to patient Drug discovery, development & biologics From machine learning to the factory of the future “…just the beginning” … of the shared economy of drug discovery & development PAGE 99
Slide 100: The shared economy in discovery & development
The shared economy in discovery & development Summary Precision Medicine is paramount Disease relevance from the beginning will redefine “drug hunting” process Novel targets will only be progressed if disease relevance is visible in early stages of discovery, or latest early clinical evaluation
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Slide 102: Questions and Answers
Slide 103: Many thanks for your participation!
Many thanks for your participation! Evotec SE, Capital Markets Day, November 19th 2020