Evotec | Investor Day Presentation Deck | 103 slides

Evotec · 2020-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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103
every slide · same image gating as the playbook
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Slide 1
The illustration uses a highway metaphor to represent the R&D process.front_matter
Open slide detailBeat · Situation & Context
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other
Open slide detailBeat · Situation & Context
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Grid layout of 5 executives with names, titles, and headshots.introduce_nominees
Open slide detailBeat · Situation & Context
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The slide uses a high-contrast blue and white color scheme with a playful 'VROOOOM' text element.filler
Open slide detailBeat · Situation & Context
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Includes a stylized illustration of two spheres, possibly representing cells or planets.front_matter
Open slide detailBeat · Situation & Context
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establish_context
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Includes a hand-drawn style illustration of a planet and a moon.front_matter
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The slide uses a Nobel laureate's image to lend authority to the company's mission statement.summarize
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The slide uses a 'problem-solution' framing where the four charts establish the 'problem' and the right-hand callout box introduces the 'need' for a solution.diagnose_problem
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The slide uses a causal chain logic (Precision + Efficiency = Returns).summarize
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The chart highlights the varying CAGR for different modalities, with Cell & Gene Tx showing the highest growth.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The slide uses a road/pipeline metaphor to represent R&D processes alongside geographic site locations.other
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The slide uses a 2D positioning map to illustrate market differentiation.present_framework
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The slide uses a consistent 'before-after' growth percentage callout for each metric.summarize
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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Includes a hand-drawn style illustration of two spheres.transition
Open slide detailBeat · Evidence & Proof
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The slide uses a tablet graphic to frame the conceptual chart.present_framework
Open slide detailBeat · Evidence & Proof
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The slide uses a tablet graphic to visualize the 'Co-owned pipeline' as a growth trajectory.present_framework
Open slide detailBeat · Evidence & Proof
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The slide uses a 3-row grid structure to categorize different types of portfolio transactions.analyze_data
Open slide detailBeat · Evidence & Proof
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The chart uses a waterfall-style visualization to show the progression of project value through milestones.present_solution
Open slide detailBeat · Evidence & Proof
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The slide uses a matrix-like structure to display asset counts across different therapeutic modalities and development stages.analyze_data
Open slide detailBeat · Evidence & Proof
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The chart uses a Gantt-style visualization to show the development stage of each asset.analyze_data
Open slide detailBeat · Evidence & Proof
22
The table uses a pipeline-style layout but only populates the 'Discovery' column, indicating early-stage status for all listed projects.summarize
Open slide detailBeat · Evidence & Proof
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The slide uses a two-column layout: a numbered list of upcoming events on the left and a series of pull-quotes from internal experts on the right.summarize
Open slide detailBeat · Evidence & Proof
24
The slide uses a circular diagram to represent the platform's scope and a lighthouse metaphor to emphasize its role as a guiding technology.present_solution
Open slide detailBeat · Evidence & Proof
25
The slide uses a circular process flow to represent the patient-to-patient journey.present_framework
Open slide detailBeat · Evidence & Proof
26
The slide uses a timeline-like structure to show the expansion of the portfolio. It distinguishes between pre-clinical and clinical development stages using colplan_implementation
Open slide detailBeat · Evidence & Proof
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Uses a before-after framing to contrast the burden of disease management with the potential of a curative therapy.present_solution
Open slide detailBeat · Evidence & Proof
28
The slide highlights pre-clinical efficacy of iPSC-derived beta cells, noting a transition to Phase I trials.illustrate_case
Open slide detailBeat · Evidence & Proof
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Includes a map of global disease cases and a cartoon illustration of a mosquito.frame_problem
Open slide detailBeat · Evidence & Proof
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The slide uses a split-panel layout to contrast pre-clinical results with clinical trial parameters.illustrate_case
Open slide detailBeat · Evidence & Proof
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Includes WHO data visualization of regional HBV prevalence.frame_problem
Open slide detailBeat · Solution & Approach
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The slide presents three line charts showing dose-response curves for EVT895 (labeled Abk77) versus Pegasys.analyze_data
Open slide detailBeat · Solution & Approach
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The slide highlights the strategic alliance between Bayer and Evotec, combining expertise in inflammation/women's health with pain research.present_solution
Open slide detailBeat · Solution & Approach
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The slide uses a simple illustration of a coughing person to emphasize the condition.frame_problem
Open slide detailBeat · Solution & Approach
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Includes a chart showing mean relative change in cough frequency vs placebo across four dose levels.analyze_data
Open slide detailBeat · Solution & Approach
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The slide uses a side-by-side comparison structure to frame the clinical need for two distinct patient populations.diagnose_problem
Open slide detailBeat · Solution & Approach
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front_matter
Open slide detailBeat · Solution & Approach
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The charts are waterfall-style representations of project counts across development stages.analyze_data
Open slide detailBeat · Solution & Approach
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Includes a handwritten-style annotation '...JUST THE BEGINNING'.analyze_data
Open slide detailBeat · Solution & Approach
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The slide uses a hand-drawn illustration of two spheres (likely representing cells or planets) in the bottom right corner.transition
Open slide detailBeat · Solution & Approach
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Includes a stylized illustration of two spheres, possibly representing data or molecular structures.front_matter
Open slide detailBeat · Solution & Approach
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establish_context
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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The slide features a stippled portrait of the speaker.other
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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The table uses visual indicators (circles with varying fill levels) to represent qualitative performance levels.present_framework
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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The slide uses three distinct charts to support the thesis of an 'Omics Tsunami'.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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The slide uses a process flow diagram to show how data generation and analytics feed into the precision medicine pipeline.present_framework
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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The slide includes a stylized illustration of two spheres, likely representing data or molecular structures.front_matter
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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The slide uses a process-flow style layout to contrast data generation (left) with data analytics (right).present_framework
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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Uses a metaphor of blending vs. individual fruit to explain the resolution of different transcriptomic methods.present_framework
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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present_solution
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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The table uses visual indicators (pie-chart style icons) to represent performance levels for each metric.compare_peers
Open slide detailBeat · Impact & Next Steps
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Includes a process flow diagram at the bottom.present_solution
Open slide detailBeat · Impact & Next Steps
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The slide uses pie-chart icons to represent performance levels (full circle = best).compare_peers
Open slide detailBeat · Impact & Next Steps
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The slide uses a highlight bar to indicate the current section of the presentation.transition
Open slide detailBeat · Impact & Next Steps
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The slide uses a hub-and-spoke visual metaphor to connect a central data platform to multiple therapeutic areas.present_framework
Open slide detailBeat · Impact & Next Steps
56
The chart is a donut chart showing the percentage distribution of various kidney disease types.diagnose_problem
Open slide detailBeat · Impact & Next Steps
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The table lists specific research cohorts including NURTURE, Salford Royal NHS, and QUOD.analyze_data
Open slide detailBeat · Impact & Next Steps
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The slide uses three distinct chart types (scatter, t-SNE, and regression) to demonstrate the application of PanOmics.summarize
Open slide detailBeat · Impact & Next Steps
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The slide uses a horizontal timeline structure to show the progression of partnerships starting from 2016 to 2020.illustrate_case
Open slide detailBeat · Impact & Next Steps
60
Includes a stylized illustration of a globe/sphere.front_matter
Open slide detailBeat · Impact & Next Steps
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The slide uses a process flow to explain the drug discovery methodology.present_solution
Open slide detailBeat · Impact & Next Steps
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The central chart is a UMAP projection showing the transition from a diseased state to a healthy state, with a branch for unwanted/toxic effects.present_solution
Open slide detailBeat · Impact & Next Steps
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The slide uses a combination of bulleted context and big-number metrics to frame the problem.diagnose_problem
Open slide detailBeat · Impact & Next Steps
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The slide uses a before-after comparison structure to demonstrate the superiority of the new platform.compare_peers
Open slide detailBeat · Impact & Next Steps
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Uses a process diagram to contrast two development models.present_framework
Open slide detailBeat · Impact & Next Steps
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Uses a visual metaphor to contrast reductionist vs. holistic approaches.present_framework
Open slide detailBeat · Impact & Next Steps
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Includes a whimsical illustration of a fish jumping out of water labeled 'Quantum Leap' and 'Pf! Bragger.'front_matter
Open slide detailBeat · Impact & Next Steps
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The slide uses a hand-drawn illustration of a globe/sphere, which is a recurring visual motif in Evotec's branding.front_matter
Open slide detailBeat · Impact & Next Steps
69
The slide features a portrait of Craig Johnstone and a pull-quote.other
Open slide detailBeat · Impact & Next Steps
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Includes a decorative hand-drawn illustration of two spheres.front_matter
Open slide detailBeat · Impact & Next Steps
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The slide uses a chronological progression to frame the company's strategic development.present_solution
Open slide detailBeat · Impact & Next Steps
72
The slide uses a proprietary 'R&D Autobahn' metaphor to visualize the drug discovery pipeline.summarize
Open slide detailBeat · Impact & Next Steps
73
The chart illustrates a 'benchmark-busting' performance claim using a scatter plot comparing cost and time to IND.compare_peers
Open slide detailBeat · Impact & Next Steps
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Uses a funnel diagram to represent the R&D process from target to IND.present_solution
Open slide detailBeat · Impact & Next Steps
75
The slide uses a grid of company logos and project details alongside two prominent testimonials to validate the business model.illustrate_case
Open slide detailBeat · Impact & Next Steps
76
The visual uses a highway metaphor to represent the integration of different R&D streams into a unified pipeline.present_solution
Open slide detailBeat · Impact & Next Steps
77
The slide features a hand-drawn illustration of two spheres, likely representing molecules or cells.transition
Open slide detailBeat · Impact & Next Steps
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other
Open slide detailBeat · Impact & Next Steps
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The slide uses a process flow diagram to show progression from current capabilities to future state.present_framework
Open slide detailBeat · Impact & Next Steps
80
The slide contrasts HTS (High Throughput Screening) with Virtual Screening and provides a chemical property example (QED, LipE, LE).present_solution
Open slide detailBeat · Impact & Next Steps
81
The central chart shows a progression of project MPO scores over sequential compound IDs, highlighting milestones at 6 and 12 months.present_solution
Open slide detailBeat · Impact & Next Steps
82
The slide uses a 2x2 grid layout to present four distinct predictive science pillars.summarize
Open slide detailBeat · Impact & Next Steps
83
The slide uses a process flow to show how AI connects pre-clinical discovery to patient outcomes.present_framework
Open slide detailBeat · Impact & Next Steps
84
The slide uses a process flow diagram to represent the R&D pipeline.present_framework
Open slide detailBeat · Impact & Next Steps
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The slide uses a 'process' flow diagram to illustrate the R&D pipeline evolution.present_solution
Open slide detailBeat · Impact & Next Steps
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transition
Open slide detailBeat · Impact & Next Steps
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illustrate_case
Open slide detailBeat · Impact & Next Steps
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The central diagram is a circular process flow representing the J.DESIGN platform.present_solution
Open slide detailBeat · Impact & Next Steps
89
The slide uses a funnel-like visualization to show data volume decreasing from 100,000s to 10s as the process moves from discovery to manufacturing.present_framework
Open slide detailBeat · Impact & Next Steps
90
The slide uses a process diagram to explain the interaction between a Generator and a Discriminator neural network.illustrate_case
Open slide detailBeat · Impact & Next Steps
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The slide illustrates a standard GAN architecture (Generator vs Discriminator) applied to biological sequence generation.present_solution
Open slide detailBeat · Impact & Next Steps
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The diagram illustrates a GAN architecture (Generator vs Discriminator) applied to antibody sequence generation.present_solution
Open slide detailBeat · Impact & Next Steps
93
The slide illustrates the J.MD (Molecule Design) phase of the Evotec platform, specifically focusing on the Abacus toolset.present_solution
Open slide detailBeat · Impact & Next Steps
94
The slide highlights the 'J.MD' (Molecule Design) phase of the Evotec process. Data points: 40.0, 3.6, 54.0 (implied), 3.4.illustrate_case
Open slide detailBeat · Impact & Next Steps
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The slide uses a process flow diagram to illustrate the transition from lab-scale robotics to industrial-scale manufacturing.present_solution
Open slide detailBeat · Impact & Next Steps
96
The slide illustrates a continuous manufacturing process flow and shows the physical modular clean room environment.present_solution
Open slide detailBeat · Impact & Next Steps
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The slide uses a 'before-after' framing to contrast traditional, complex manufacturing with the modern, streamlined J.POD approach.present_solution
Open slide detailBeat · Impact & Next Steps
98
The slide uses a metaphor of an 'Autobahn' to represent a high-speed R&D pipeline. The binary code (0s and 1s) on the road lanes emphasizes the 'digital' aspectpresent_solution
Open slide detailBeat · Impact & Next Steps
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Includes a hand-drawn illustration of a globe/sphere.front_matter
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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The slide uses a high-contrast blue and white color scheme with a playful 'VROOOOM' text element.filler
Open slide detailBeat · Impact & Next Steps
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The slide features a hand-drawn style illustration of mountains and clouds.state_next_steps
Open slide detailBeat · Impact & Next Steps
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closing_ask
Open slide detailBeat · Impact & Next Steps