Evotec - es kann los gehen! - Teil2
Hallo zusammen, hier ist nun die Fortsetzung des Threads "es kann los gehen!". Wer Interesse hat, den ersten Teil weiterleben zu lassen, der schreibe bitte hier.
Vielen Dank!
18.04.2024§Variant Bio, Inc. - Partnership - Research Collaboration
Evotec Announces Progress In Neuroscience Collaboration With Bristol Myers Squibb announced today that the Company has reached important scientific progress within its neuroscience collaboration with Bristol Myers Squibb (NYSE:BMY) triggering a research payment of US$ 20 m to Evotec. Neuroscience, Oncology, life science, Biotechnology
12.06.2024§Bristol-Myers Squibb
Evotec And Owkin Enter An A.I.-Powered Strategic Partnership To Accelerate Therapeutics Pipeline In Oncology And I&I Hamburg, Germany, and Paris, France, 04 January 2024: announced an A.I.-powered integrated multi-target collaboration in oncology, immunology and inflammation (“I&I”). Immunology, biology, Oncology
04.01.2024 Owkin §
Evotec Receives Grant From Open Philanthropy For Discovery Of Rna-Targeting Henipavirus Therapeuticsannounced that the Company has received a $ 1.7 m grant from Open Philanthropy, a philanthropic funder prioritising global health and wellbeing. Under the grant, Evotec aims to discover and develop RNA-targeting small molecules as potential first-in-class therapeutics against Henipaviruses.
02.06.2023§Open Philanthropy
Evotec Receives Us$ 2.5 M Grant To Leverage Human Ipsc-Derived Teratogenicity Platform For Global Health Programmes announced today that the Company has received a US$ 2.5 m grant from the Bill & Melinda Gates Foundation (“the foundation”) for its teratogenicity platform, and joins the foundation’s prestigious Global Health Discovery Collaboratory (“GHDC”)
19.12.2023 Bill And Melinda Gates Foundation
Evotec Semaa Antibodies As A Potential Treatment For Alport Syndrome Hamburg-based Evotec SE receives a milestone payment of EUR 2 million from the Bayer Group . The payment will be triggered by the first administration of an investigational compound to the first patient in a phase I study in kidney disease resulting from the Evotec-Bayer multi-target research collaboration in kidney disease. The investigational compound, a monoclonal antibody (mAb) targeting the protein semaphorin-3A (Sema3A), is being developed as a potential first-to-market treatment for Alport syndrome, a rare genetic kidney disease ..
29.06.2023§Bayer Group
With New Active Ingredients Against Tuberculosis And Malaria Bill & Melinda Gates Foundation supports Saarbrücken research project on new drugs against infectious diseases Tuberculosis and malaria are among the deadliest infectious diseases worldwide and are becoming increasingly widespread, not least due to advancing climate change.
21.02.2024§Bill And Melinda Gates Foundation 1,677
Evotec And Pfizer Collaborate To Advance Drug Discovery In France
10.07.2024§Pfizer - Partnership - License Agreement
Just – Evotec Biologics Expands Tech Partnership For Biosimilars With Sandoz announced that its biologics segment, Just – Evotec Biologics, Inc., has expanded its strategic partnership with Sandoz. Just – Evotec Biologics will receive appropriate remuneration following early scientific validation, with further funding tied to achieving development milestones from 2025.
08.07.2024§Sandoz - Partnership - Supply and Distribution Agreement
Evotec And Variant Bio Enter Strategic Partnership To Discover And Develop Fibrosis Treatments today announced a collaboration agreement to identify a best-in-class treatment for diseases caused by fibrosis. Fibrosis is characterized by marked and pathogenic build-up of the tissue matrix, leading to tissue degeneration in organs, including the liver and lungs. Fibrotic disease contributes substantially to global mortality and morbidity. 18.04.2024 Variant Bio, Inc. - Partnership - Research Collaboration
Evotec Announces Progress In Neuroscience Collaboration With Bristol Myers Squibb
Company has reached important scientific progress within its neuroscience collaboration with Bristol Myers Squibb (NYSE:BMY) triggering a research payment of US$ 20 m to Evotec.
12.06.2024§Bristol-Myers Squibb
Evotec And Owkin Enter An A.I.-Powered Strategic Partnership To Accelerate Therapeutics Pipeline In Oncology announced an A.I.-powered integrated multi-target collaboration in oncology, immunology and inflammation (“I&I”).
04.01.2024 Owkin §
Evotec Receives Grant From Open Philanthropy For Discovery Of Rna-Targeting Henipavirus Therapeutics announced that the Company has received a $ 1.7 m grant from Open Philanthropy, a philanthropic funder prioritising global health and wellbeing. Under the grant, Evotec aims to discover and develop RNA-targeting small molecules as potential first-in-class therapeutics against Henipaviruses
02.06.2023§Open Philanthropy
Evotec Receives Us$ 2.5 M Grant To Leverage Human Ipsc-Derived Teratogenicity Platform For Global Health Programmes announced today that the Company has received a US$ 2.5 m grant from the Bill & Melinda Gates Foundation (“the foundation”) for its teratogenicity platform
19.12.2023§Bill And Melinda Gates Foundation
Evotec Semaa Antibodies As A Potential Treatment For Alport Syndrome Hamburg-based Evotec SE receives a milestone payment of EUR 2 million from the Bayer Group .
29.06.2023§Bayer Group
With New Active Ingredients Against Tuberculosis And Malaria Bill & Melinda Gates Foundation supports Saarbrücken research project on new drugs against infectious diseases Tuberculosis and malaria are among the deadliest infectious diseases worldwide and are becoming increasingly widespread, not least due to advancing climate change. In both cases, antimicrobial resistance means that established active ingredients can often no longer be used effectively. To ensure that effective medications are still available in the future, researchers at the Helmholtz Institute for Pharmaceutical Research Saarland (HIPS) are working with Evotec, a leading drug discovery and development company, on resistance-breaking anti-infectives based on natural substances. The research project of the Saarbrücken team led by Prof. Rolf Müller is now supported by the Bill & Melinda Gates Foundation with funding of around 3.1 million euros.
21.02.2024§Bill And Melinda Gates Foundation 1,677
Evotec And Pfizer Collaborate To Advance Drug Discovery In France announced it has entered into a multi-year master research collaboration and option and license agreement with Pfizer. Under the agreement, Evotec and Pfizer will initially focus on early discovery research for metabolic and infectious diseases.
10.07.2024 Pfizer - Partnership - License Agreement
Just – Evotec Biologics Expands Tech Partnership For Biosimilars With Sandoz announced that its biologics segment, Just – Evotec Biologics, Inc., has expanded its strategic partnership with Sandoz. Just – Evotec Biologics will receive appropriate remuneration following early scientific validation, with further funding tied to achieving development milestones from 2025.
08.07.2024§Sandoz - Partnership - Supply and Distribution Agreement
Evotec Receives Grant From Open Philanthropy For Discovery Of Rna-Targeting Henipavirus Therapeutic announced that the Company has received a $ 1.7 m grant from Open Philanthropy, a philanthropic funder prioritising global health and wellbeing.
02.06.2023§Open Philanthropy 1,700
Evotec Semaa Antibodies As A Potential Treatment For Alport Syndrome Hamburg-based Evotec SE receives a milestone payment of EUR 2 million from the Bayer Group . The payment will be triggered by the first administration of an investigational compound to the first patient in a phase I study in kidney disease resulting from the Evotec-Bayer multi-target research collaboration in kidney disease.
29.06.2023§Bayer Group 2,183
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Meldung und öffentliche Bekanntgabe der Geschäfte von Personen, die
Führungsaufgaben wahrnehmen, sowie in enger Beziehung zu ihnen stehenden
Personen
29.08.2024 / 11:19 CET/CEST
Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich.
--------------------------------------------------
1. Angaben zu den Personen, die Führungsaufgaben wahrnehmen, sowie zu den in
enger Beziehung zu ihnen stehenden Personen
a) Name
Titel: Prof. Dr.
Vorname: Iris
Nachname(n): Löw-Friedrich
2. Grund der Meldung
a) Position / Status
Position: Aufsichtsrat
b) Erstmeldung
3. Angaben zum Emittenten, zum Teilnehmer am Markt für Emissionszertifikate,
zur Versteigerungsplattform, zum Versteigerer oder zur Auktionsaufsicht
a) Name
Evotec SE
b) LEI
529900F9KI6OYITO9B12
4. Angaben zum Geschäft/zu den Geschäften
a) Beschreibung des Finanzinstruments, Art des Instruments, Kennung
Art: Aktie
ISIN: DE0005664809
b) Art des Geschäfts
Kauf
c) Preis(e) und Volumen
Preis(e) Volumen
6.67 EUR 100050.00 EUR
d) Aggregierte Informationen
Preis Aggregiertes Volumen
6.67 EUR 100050.00 EUR
Derzeit halten die Leerverkäufer der Hedgefonds die folgenden Netto-Leerverkaufspositionen in den Aktien der Evotec SE:
1,99% Qube Research & Technologies Limited (27.08.2024)
1,37% Marshall Wace LLP (27.08.2024)
1,20% Arrowstreet Capital, Limited Partnership (13.06.2024)
0,71% Systematica Investments Limited (23.08.2024)
0,67% AHL Partners LLP (14.08.2024)
0,59% Connor, Clark & Lunn Investment Management Ltd. (05.07.2024)
Damit summieren sich die Netto-Leerverkaufspositionen der Leerverkäufer der Hedgefonds derzeit auf 6,53% der Evotec-Aktien.
https://www.aktiencheck.de/exklusiv/..._revidiert_Aktiennews-17438144
Das Fehlen von Insiderkäufen im Umfeld mehrerer Gewinnwarnungen und eines bereits vor dem abschließenden Crash im ersten Halbjahr 2024 um mehr als 50% gefallenen Aktienkurses war ein wesentlicher Grund für meinen Komplettausstieg unmittelbar nach Veröffentlichung der letzten Prognosesenkung.
Nach Zahlenbekanntgabe und Publikation des ersten Insiderkaufs des CEO (Witzvolumen) hatte ich bei 5,50 € etwa die Hälfte der zu 6,60 € verkauften Position zurückgekauft. Nach Veröffentlichung des zweiten, volumentechnisch nun auch respektablen CEO-Kaufs habe ich meine EVO-Position wieder vollständig reetabliert. Signifikante Insiderkäufe als Vertrauensbeweis von Management und Aufsichtsrat in ihr Unternehmen sind genau das, was ich in einer schwierigen Situation mit hoher Unsicherheit sehen möchte. Ich gehe davon aus, dass der neue CEO nun alles daran setzen wird, das Margenproblem zu lösen, kurz- und mittelfristig nicht benötigte Kapazitäten abzubauen, Kosten zu senken, unprofitable Projekte einzustellen und zukünftige Projekte / Wachstumschancen nur noch unter der Bedingung der Erzielung einer mindestens marktüblichen Projektrendite zu akzeptieren.
Die vollständige Umstellung des Geschäftsmodells von Umsatzwachstum um jeden Preis auf (hoch-) profitables, nachhaltiges Wirtschaften wird mit Sicherheit ein bis zwei Jahre benötigen. Ich erwarte allerdings, dass beginnen ab Q3 und dann stetig von Quartal zu Quartal ein Trend hin zu nachhaltigem Wachstum und deutlich verbesserter Profitabilität sichtbar wird. Wenn und solange der neue CEO und die neue CFO dies einlösen und das in sie gesetzte Vertrauen rechtfertigen, bleibe ich an Bord...
1 Mrd MK ist ein Witz!
5 Mrd Bitte ! Das wäre angemessen bei dieser Evotec Pipeline!
Kurs zum Rechnen wären dann?:)
Übernahme kann kommen?
4 Nutzer wurden vom Verfasser von der Diskussion ausgeschlossen: Gottfriedhelm, Heat24, Kornblume, WissensTrader