Evotec Accelerates Asset-Light Strategy With $300 Mln Biosimilars Deal To Sandoz
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 30 2025
0mins
Should l Buy EVO?
Source: NASDAQ.COM
Evotec and Sandoz Partnership: Evotec SE has signed a non-binding term sheet with Sandoz AG for the potential sale of its Just - Evotec Biologics EU, including a biologics manufacturing facility in Toulouse, France, for approximately $300 million. This transaction aims to enhance Sandoz's biosimilar production capabilities using Evotec's advanced technology.
Strategic Business Transition: The deal is part of Evotec's strategic shift towards a capital-efficient business model focused on high-margin solutions, expected to improve revenue mix and profit margins while maintaining Just - Evotec Biologics as a core component of its operations. The transaction is subject to regulatory approvals and is anticipated to close by Q4 2025.
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Analyst Views on EVO
Wall Street analysts forecast EVO stock price to rise
3 Analyst Rating
2 Buy
0 Hold
1 Sell
Moderate Buy
Current: 3.430
Low
5.00
Averages
6.00
High
7.00
Current: 3.430
Low
5.00
Averages
6.00
High
7.00
About EVO
Evotec SE is a Germany-based drug discovery and development company. The company is engaged in development of new pharmaceutical products through research alliances and development partnerships with pharmaceutical and biotechnology companies, academic institutions, patient organizations and venture capital companies. The drug discovery solutions are provided in the form of fee-for-service work, integrated drug discovery alliances, development partnerships, licensing of drug candidates and consulting arrangements. Evotec SE operates in a number of areas, including neuroscience, diabetes and complications of diabetes, pain and inflammation, oncology, infectious diseases, respiratory diseases and fibrosis. Its pipeline covers a range of therapeutic areas, such as CNS Insomnia, Chronic cough, immunology & inflammation, women’s health endometriosis, nephrology, dermatological diseases, fibrotic disease and antiviral, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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