Evotec Se · XETR:EVT
Evotec — Merger or Acquisition (March 2018)
23 slides from Evotec's merger presentation, Mar 8, 2018
Slide 1: Evotec & Sanofi: Accelerating drug discovery & development to combat Infectious Diseases
Evotec & Sanofi Accelerating drug discovery & development to combat Infectious Diseases Evotec AG, Investor and Analyst Call, March 8th, 2018
Slide 2: Forward-looking statements
Forward-looking statements 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 st
Slide 3: Agenda
Agenda Rationale and transaction overview Partnering to fight Infectious Diseases (ID) Summary and next steps PAGE 2
Slide 4: Our strategy: External innovation platforms and a co-owned pipeline
Our strategy: External innovation platforms and a co-owned pipeline Evotec – Fields of core expertise RESPIRATORY NEURONAL DIABETES & FIBROSIS DISEASES COMPLICATIONS Market potential Market potential Market potential Market potential > € 100 bn > € 500 bn > € 500 bn > € 100 bn ANTI- PAIN ONCOLOGY IN
Slide 5: Ground-breaking initiative to combat ID
Ground-breaking initiative to combat ID Sanofi & Evotec – Transaction under exclusive negotiations Evotec-led platform to accelerate R&D of novel anti-infectives funded by Sanofi Sanofi to transfer approx.100 employees and pipeline of research & early stage development projects to Evotec Open
Slide 6: One major effort for the long term benefit of many
One major effort for the long term benefit of many Sanofi & Evotec – Strategic goals Pipeline-building collaboration in infectious diseases (ID) Strong and diverse portfolio of > 10 research & early stage development projects transferred from Sanofi to Evotec (EVT Innovate) - Sanofi will retain opti
Slide 7: Building on successful external innovation
Building on successful external innovation Sanofi & Evotec – Transaction that led to Evotec (France) – since May 2015 Toulouse growth in headcount by >140 to 350 since 2015 New business generation and long-term growth well on track Oncology expertise within Evotec significantly enhanced (also
Slide 8: Open platform to accelerate EVT Innovate pipeline and enable partner projects via EVT Execute
Open platform to accelerate EVT Innovate pipeline and to enable partner projects via EVT Execute The business model PAGE 7
Slide 9: Most comprehensive ID platform and a unique strain collection
Most comprehensive ID platform and a unique strain collection working for over 100 customers The public support space (examples) 2014, Evotec established anti-infectives platform with the acquisition of Euprotec Ltd, UK and expanded expertise also with Aptuit in 2017 Profitable working for more
Slide 10: Platform to accelerate drug discovery and development along whole value chain
Platform to accelerate drug discovery and development along whole value chain Evotec capabilities along the value chain Basic Drug Preclinical Clinical Development research Discovery Development Hit finding Hit to lead Lead optim. CMC FIM Ph I Ph II Ph III Broad know how in drug discovery for IN
Slide 11: Agenda
Agenda Rationale and transaction overview Partnering to fight Infectious Diseases (ID) Summary and next steps PAGE 10
Slide 12: From golden age to discovery void of anti-bacterials
From golden age to discovery void of anti-bacterials Increasing problem of resistance in Infectious Diseases (ID) “When antibiotics became industrially produced, our quality of Many antibiotic resistance mechanisms identified life and our longevity improved enormously. ceftriaxone-R No one thought b
Slide 13: Unmet medical need deserves more attention
Unmet medical need deserves more attention Projected death toll vs clinical pipeline Death toll, in mio (Oncology today / AMR in 2050) Ongoing clinical trials (today) Immuno- Cancer ~8 ~1,000 Oncology Antimicrobial Bacterial ~10 ~50 resistance Infections Antimicrobial resistance costs EU alone ca. 1
Slide 14: Severe gap in global pipeline needs discovery push
Severe gap in global pipeline needs discovery push Anti-bacterial agents in clinical development1) 1 Need for innovation and Phase 3 New drug class 6 differentiation Phase 3 Existing drug class 11 Phase 2 New drug class All Fewer than half of the projects Phase 2 Existing drug class 5 bacteria hav
Slide 15: Antimicrobial resistance threatens modern medicine
Antimicrobial resistance threatens modern medicine AMR threat to humankind Effective antimicrobial drugs are prerequisites for an effective, global public health response to the threat from existing and emerging infectious diseases Antibiotics protect the benefits of modern medicine Reduce the
Slide 16: Higher translational output needs focus
Higher translational output needs focus Market challenges Low interest of early Pharma partnering Pull systems to Evotec focus (Relative values - before phase Ib) accelerate, incentivize and reward success in Innovative targets and ID projects (e.g. FDA mechanisms along WHO NPV of average priority
Slide 17: R&D priorities clearly defined
R&D priorities clearly defined Need for new anti-bacterials WHO has identified AMR as a ‘Major Global Threat’ and defined – for the first time – global ‘priority’ pathogens Priority 1: CRITICAL Common hospital bugs Acinetobacter baumannii Pseudomonas aeruginosa No new drug classes in Enterob
Slide 18: Put great ideas into action!
Put great ideas into action! Portfolio building together with Sanofi within EVT Innovate (Illustrative) Advanced IND Hit finding/ Lead Lead Enabling / Good starting points Validation H2L Optimisation Optimisation Clinical POC offer portfolio opportunity with Sanofi F Focus A G Gram (–) Natural p
Slide 19: Partner of choice for biotech, NGOs and academia
Partner of choice for biotech, NGO´s and academia Existing initiatives (selection) TargetPicV LpxC Antibiotic Research UK Strategic alliance / Co- Strategic alliance / Co- ("ANTRUK") ownership – Viral host ownership – Novel gram- Research collaboration – targets negative antibiotic focus on antibiot
Slide 20: Many scientific starting points are encouraging
Many scientific starting points are encouraging Building on global partnerships as a source of future projects (selection) PAGE 19
Slide 21: Agenda
Agenda Rationale and transaction overview Partnering to fight Infectious Diseases (ID) Summary and next steps PAGE 20
Slide 22: Initial and long term funding, capacity and expertise
Initial and long term funding, capacity and expertise Summary of alliance Financials Pipeline & Innovation Next steps Initial, one-time upfront Addition of >100 Parties have entered into cash payment of € 60 m scientists with significant final exclusive and significant further expertise and ca
Slide 23: Your contact
HRESEARCHNEVE ASTOPS