Evotec | Investor Presentation Deck | 49 slides

Evotec · 2024-03
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 2
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49
every slide · same image gating as the playbook
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Slide 1
The diagram is a Penrose triangle-style representation of their business model.front_matter
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other
Open slide detailBeat · Attention
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front_matter
Open slide detailBeat · Attention
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The slide uses a quote from Manfred Eigen to establish the company's philosophical and scientific roots.establish_context
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05
The slide uses a visual metaphor of a team with a flag to represent the company's mission.summarize
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06
The slide uses a central quote-like statement to anchor four key pillars of the business model.summarize
Open slide detailBeat · NeedLoop · Cost Of Inaction
07
Uses a chevron-style flow to contrast problems with solutions.frame_problem
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08
The slide uses stacked bar charts to show market growth and CAGR annotations to indicate growth rates.size_opportunity
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09
analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
10
The slide uses a mix of bar charts, big numbers, and a donut chart to present ESG performance metrics.analyze_data
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
11
The slide uses a mix of big numbers and charts to summarize partnership metrics.analyze_data
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12
Uses the 'iceberg' metaphor to illustrate the large volume of pre-clinical/discovery projects compared to clinical/approved ones.analyze_data
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13
The illustration depicts DNA, protein, and RNA structures on a graph-like axis.establish_context
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
14
The slide uses a sunburst chart to represent the hierarchy of patient data categories.analyze_data
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15
The slide uses a process-oriented layout to show how patient data and iPSC models interact to drive drug discovery.present_solution
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
16
The slide uses a value-chain style process flow to map specific A.I. tools to stages of drug development.present_framework
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
17
Uses Amara's Law (overestimate near-term, underestimate long-term) as a framing device.present_solution
Open slide detailBeat · ActionLoop · Quick Win Big Bet
18
Uses a before-after-bridge style framework to illustrate the shift in medical intervention timing and efficacy.present_framework
Open slide detailBeat · ActionLoop · Quick Win Big Bet
19
establish_context
Open slide detailBeat · ActionLoop · Quick Win Big Bet
20
The diagram functions as a flywheel or circular process model.present_framework
Open slide detailBeat · ActionLoop · Quick Win Big Bet
21
The slide uses a process-flow comparison to illustrate the shift from 1x dose to 10,000x doses.present_solution
Open slide detailBeat · ActionLoop · Quick Win Big Bet
22
The slide uses a Gantt-style visualization to show the development stage of various cell therapy programs.analyze_data
Open slide detailBeat · ActionLoop · Quick Win Big Bet
23
The slide uses a minimalist icon-based process flow to represent the transformation of inputs into a final biologic product (antibody).establish_context
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24
The slide uses a split layout: left side presents the problem (statistics), right side presents the solution (Just Evotec Biologics' capabilities).frame_problem
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25
The slide uses two bar charts to illustrate price disparities and a callout box to show cost-saving potential.compare_peers
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26
The slide uses a map to illustrate the problem (lack of PD-1 antibodies) and a bar chart comparison to illustrate the solution (J.POD efficiency).present_solution
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27
The chart shows a stacked area growth of various biologic modalities over time, highlighting the increasing share of complex biologics.size_opportunity
Open slide detailBeat · ActionLoop · Quick Win Big Bet
28
The chart shows exponential growth in closed sales from 31m to >850m over two years.summarize
Open slide detailBeat · ActionLoop · Quick Win Big Bet
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SUB = Single Use Bioreactorpresent_framework
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The graphic uses a 'capsule' or 'bridge' metaphor to represent the integration of disparate data types (binary, fingerprints, molecules, charts) into a unified present_solution
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The slide uses a chevron-based process flow to map functional capabilities across the drug development lifecycle.present_framework
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summarize
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The slide uses a table structure to segment the target audience and demonstrate market reach.establish_context
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The slide uses a map-based layout to illustrate a network of facilities.establish_context
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transition
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Uses bubble charts to represent magnitude of growth over time.summarize
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37
Includes specific footnotes regarding FX rates and one-off effects.summarize
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The slide uses a 2x2 grid layout to present growth targets.summarize
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plan_implementation
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summarize
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appendix
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introduce_nominees
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The slide presents a grid of six board members with their respective career highlights.introduce_nominees
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44
The chart uses a complex network of bidirectional arrows to define reporting, advisory, and support relationships.present_framework
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45
The visual on the right uses a Venn-diagram style illustration representing environmental (leaf), directional/strategic (compass), and social/human (heart) aspesummarize
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summarize
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The slide uses a circular diagram to represent the 'Starting points to fuel EVOequity portfolio' and lists company logos under three categories: Equity Holding,present_framework
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48
The slide uses a donut chart to visualize the ownership distribution.analyze_data
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This is a standard contact/closing slide.state_next_steps
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