Evotec Se · XETR:EVT

Evotec — Investor Presentation (December 2010)

13 slides from Evotec's investor presentation, Dec 15, 2010

  1. Slide 1: Building innovative drug discovery alliances

    Building innovative drug discovery alliances Evotec o ec & MedImmune ed u e– Metabolic disease drug discoveryy alliance in beta cell regeneration Evotec AG – MedImmune Metabolic Disease Alliance, December 15th, Hamburg 2010

  2. Slide 2: Forward-looking statements

    Forward-looking statements s Information set forth in this presen ntation contains inability to interest potential partners in our technologies forward-looking statements, which invo olve a number of and products; our inability to achieve commercial success risks and uncertainties. Such forward-lo o

  3. Slide 3: Integrated drug discovery and development alliances

    Integrated drug dis scovery and development alliannces Evotec´s business model Today´s Focus Metabolic alliances • Boehringe er Ingelheim Core disease • Andromedda / Teva biology NEW • MedImmu une /AZ know-how Pain & Inflammation CNS alliances alliances • Roche • Novartis • Ono • Boehringer Pharmace

  4. Slide 4: Targeting the primary causes of diabetes

    Targeting the prim mary causes of diabetes Evotec‘s evolving diabetess franchise Three major m partnerships in diabetes with a total potential milesto one volume of > € 500 m and significant royalties Milestone potential in m € Metabolic alliances • Androomeda /Teva – Type 1 diabetes >50 m − Dia aPe

  5. Slide 5: Discovery alliances represent long-term, high-quality revenues with strategic upside

    Discovery y alliance es represent p long-term, g high-quality revenues with strategic upside Portfolio of discovery allia ances Curre ent cash Upside for Partners Focus area impac ct Evotec Oncology / + +++ ~80% of revenues Inflammation / Diabetes generated within long-term o g te Diabetes ++ +++ al

  6. Slide 6: Targeting beta cell regeneration via biologicals

    Targeting beta cell regeneration via biologicals The Evotec – MedImmunee/AZ alliance Deal type • Licensing and performance e based drug discovery alliance agreement • EVT 770 – novel beta cell regeneration r factors Assets • Pipeline of selected additional secreted factors • Upfront payment of € 5 m

  7. Slide 7: Fighting Diabetes – A Global Epidemic

    Fighting Diabetes – A Global Epidemic Goals of Evotec – MedImm mune beta cell drug discovery alliance Current Therapies Issues Alliance Goals • Metformin • Suboptimal effficacy and • Restore the patients safety profiles s ability to produce insulin • TZDs • Not targeting underlying • Restore glycemi

  8. Slide 8: Loss of beta cell mass – an important driver of disease progression

    Loss of beta cell mass m – an important p driver of disease progressioon The loss of beta cells correelates with type 2 diabetes disease progression 250 A 200 FPG (mg/dl) • Beta cell loss…. − Is already apparent during early stages of 150 disease progression 100 − Highly significant in obese and lea

  9. Slide 9: Embryonic mechanisms have therapeutic potential

    Embryonic mecha anisms have therapeutic potential Beta cells are generated du uring embryonic pancreas development Insulin Glucagon Screening for beta cell regeneration factors: • During early embryonic development beta cells differentiate and replicate • Factors driving beta cell differentiation an

  10. Slide 10: From embryonic mechanisms to new therapies

    From embryonic mechanisms m to new therapies Evotec´s Developmental Biology B Driven Target ID Platform Generation of Candidate Functional target candidates selection evaluation Drug Driving beta cell Assessment of Gain and loss of discovery y function studies in • Development • Novelty vitro for be

  11. Slide 11: Regenerative medicine and new mechanisms in metabolism

    Regenerative g medicine and new mechanisms in metabolism Future areas of Evotec´s disease d biology innovation programs Beta cell regeneration via small molecules Chronic kidney disease • Diabetes is caused by loss of beta cells • CKD has high incidence, mortality and treatment costs • Current drugs

  12. Slide 12: A solid 2010 - Strong news flow to come 2011

    A solid 2010 - Stro ong news flow to come 2011 Overview of expected key events Key milestones Grow discovery • Expand all existing alliancees (e.g. CHDI, Novartis, Ono Pharmaceutical…) alliances, build 1 jjoint innovation • Build several new integrate ed technology/disease alliances (e.g. Genentech)

  13. Slide 13: Building innovative drug discovery alliances

    Building innovative drug discovery alliances Your contact: Dr Werner Lanthaler Chief Executive Officer +49.(0).40.560 81-242 +49.(0).40.560 81-333 Fax werner.lanthaler@evotec.com

Evotec — Investor Presentation (December 2010) on 6ix