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Evotec Announces Nomination of First Preclinical Development Candidate in Dermatology Collaboration with Almirall

Rhea-AI Impact
(Moderate)
Rhea-AI Sentiment
(Very Positive)
Tags
partnership

Evotec (NASDAQ:EVO) announced nomination of a small‑molecule preclinical development candidate (PDC) from its dermatology collaboration with Almirall on May 4, 2026. The joint team advanced from initial leads to PDC in about two years, using Evotec's AI/ML‑enhanced discovery and preclinical platforms and will support IND enabling via the INDiGO platform.

The program targets immune‑mediated inflammatory skin diseases and combines Evotec's end‑to‑end discovery capabilities with Almirall's dermatology expertise to progress the candidate toward clinical readiness.

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Positive

  • Preclinical development candidate nominated within two years
  • AI/ML‑enhanced integrated discovery and preclinical platforms used
  • Plan to support IND enabling via the INDiGO accelerated platform
  • Collaboration leverages Evotec discovery with Almirall dermatology expertise

Negative

  • Candidate remains in preclinical stage; no IND filed yet
  • No clinical efficacy or human safety data reported for the program
  • Timeline and costs to IND submission and clinical trials are not disclosed

News Market Reaction – EVO

+0.97%
1 alert
+0.97% News Effect
+$11M Valuation Impact
$1.10B Market Cap
0.0x Rel. Volume

On the day this news was published, EVO gained 0.97%, reflecting a mild positive market reaction. This price movement added approximately $11M to the company's valuation, bringing the market cap to $1.10B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Timeline to PDC: 2 years
1 metrics
Timeline to PDC 2 years Progression from initial leads to preclinical development candidate

Market Reality Check

Price: $3.20 Vol: Volume 12,966 vs 20-day a...
low vol
$3.20 Last Close
Volume Volume 12,966 vs 20-day average 121,559 (0.11x relative activity ahead of this news). low
Technical Price $3.09 is trading below the 200-day MA at $3.39, indicating a weaker longer-term trend pre-announcement.

Peers on Argus

Pre-news moves in peers were mixed: AMPH (-0.41%), DVAX (+0.06%), TLRY (-1.28%),...

Pre-news moves in peers were mixed: AMPH (-0.41%), DVAX (+0.06%), TLRY (-1.28%), PCRX (-9.14%), HROW (+0.76%). No clear, aligned sector trend around this update.

Previous Partnership Reports

5 past events · Latest: Nov 12 (Positive)
Same Type Pattern 5 events
Date Event Sentiment Move Catalyst
Nov 12 Milestone payment Positive +5.7% US$5M milestone from Bristol Myers Squibb after FDA IND acceptance.
Oct 27 Partnership funding Positive +0.5% US$25M payment supporting progress in neuroscience collaboration with BMS.
Jul 30 Asset deal & partnership Positive -1.6% Potential US$300M+ sale of Toulouse site and broader Sandoz collaboration.
Oct 23 Partnership expansion Positive +8.6% US$50M payment as BMS expands molecular glue degraders partnership.
Sep 26 New tech partnership Positive +4.8% Novo Nordisk cell therapy technology deal with funding and potential milestones.
Pattern Detected

Partnership announcements have generally been received positively, with most same-tag events followed by single-day gains.

Recent Company History

Over the past two years, Evotec has regularly reported partnership progress and milestones, often tied to external funding or payments. Examples include milestone and expansion payments from Bristol Myers Squibb, a strategic technology development deal with Novo Nordisk, and a potential asset sale and collaboration with Sandoz. These updates typically emphasize Evotec’s platforms and partner-funded pipelines. Today’s dermatology collaboration milestone with Almirall fits this pattern of partnership-driven advancement using Evotec’s integrated, AI/ML-enabled discovery capabilities.

Historical Comparison

+3.6% avg move · In the past, five partnership updates led to an average one-day move of +3.58%, underscoring partner...
partnership
+3.6%
Average Historical Move partnership

In the past, five partnership updates led to an average one-day move of +3.58%, underscoring partnerships as a recurring trading catalyst for Evotec.

Partnership news has evolved from new technology collaborations to large milestone and funding events, reflecting growing external validation and monetization of Evotec’s platforms.

Market Pulse Summary

This announcement highlights Evotec’s ability to move a dermatology candidate from early leads to a ...
Analysis

This announcement highlights Evotec’s ability to move a dermatology candidate from early leads to a preclinical development candidate within 2 years, leveraging its integrated, AI/ML-enabled discovery platforms and INDiGO IND-enabling platform. Historically, partnership updates have often coincided with positive single-day moves, reflecting investor focus on external validation and funding. Key factors to monitor include future IND acceptance, clinical data from this program, and how partnership economics contribute to overall financial performance.

Key Terms

preclinical development candidate, ai/ml, dmpk, in vitro biology, +1 more
5 terms
preclinical development candidate medical
"announced the nomination of a small molecule preclinical development candidate (PDC)"
A preclinical development candidate is a drug, biologic, or therapy selected after early laboratory screening to enter formal non‑human testing and development work, including safety, toxicity, dosing, and manufacturing studies. It matters to investors because selection signals that the program has passed initial proof‑of‑concept and is ready for the costly step toward human trials—akin to a prototype car cleared for crash testing, which raises potential value but still carries substantial technical and regulatory risk.
ai/ml technical
"leverages Evotec's end-to-end integrated AI/ML-driven R&D capabilities"
AI/ML stands for artificial intelligence and machine learning, software systems that identify patterns in data and make predictions or automate decisions, improving performance as they process more information. Investors care because these technologies can boost revenue, cut costs and create competitive advantages — like a factory that learns to produce goods faster and with fewer mistakes — while also introducing execution, ethical and regulatory risks that can affect a company’s value.
dmpk medical
"including medicinal chemistry, DMPK, in vitro biology and development expertise"
DMPK stands for drug metabolism and pharmacokinetics, the study of how a drug is absorbed, distributed, broken down and eliminated by the body. For investors, DMPK data helps predict whether a drug will reach the right tissues at safe and effective levels and how often it must be dosed — think of it as a car’s fuel efficiency and route planning that determines whether a drug can realistically work in patients and reach the market.
in vitro biology medical
"including medicinal chemistry, DMPK, in vitro biology and development expertise"
Laboratory experiments performed on cells, tissues, or biological molecules outside a whole living organism—typically in dishes, test tubes, or similar containers. For investors this matters because in vitro results are early evidence of whether a drug, diagnostic or biological approach works and how it behaves; they act like bench tests for a product’s components, are faster and cheaper than animal or human trials, but do not guarantee real-world safety or effectiveness.
ind submission regulatory
"Evotec will continue to support the program toward IND submission through its INDiGO platform"
An IND submission is an application a drug developer files with a regulatory authority (for example, the U.S. Food and Drug Administration) asking permission to start testing a new medicine in humans. It shows the company’s lab and safety data and a plan for clinical studies; for investors, an accepted IND is like a green light to move from research to trials, reducing development risk and unlocking value milestones.

AI-generated analysis. Not financial advice.

  • Joint Evotec-Almirall team advances small molecule program to preclinical development significantly outperforming standard industry timelines

  • Collaboration leverages Evotec's end-to-end integrated AI/ML-driven R&D capabilities and Almirall's dermatology expertise

HAMBURG, DE / ACCESS Newswire / May 4, 2026 / Evotec SE (NASDAQ:EVO)(Frankfurt Prime Standard:EVT) today announced the nomination of a small molecule preclinical development candidate (PDC) from its multi‑target drug discovery alliance in medical dermatology with Almirall S.A. The program is aimed at developing novel treatments for immune‑mediated inflammatory skin diseases with high unmet medical need.

The nomination marks an important achievement for the collaboration, with the joint team progressing from initial leads to PDC within just two years. This accelerated timeline compares favorably to the typical industry benchmark for similar small molecule programs and highlights Evotec's ability to deliver high‑quality candidates both rapidly and efficiently.

The program leverages Evotec's fully integrated, AI/ML‑enhanced discovery and preclinical development platforms including medicinal chemistry, DMPK, in vitro biology and development expertise within a seamless, data‑driven workflow. Close coordination between discovery and development teams supported fast iteration cycles and consistent decision‑making, ultimately leading to the identification of a high‑quality preclinical candidate within an accelerated timeline.

The alliance brings together Evotec's end‑to‑end discovery and preclinical development capabilities with Almirall's strong expertise and commitment to advancing medical dermatology. Almirall focuses on developing innovative therapies for patients living with skin diseases and on addressing areas of high unmet need in dermatology, particularly in immune‑mediated dermatological conditions.

Evotec will continue to support the program toward IND submission through its INDiGO platform, an integrated, accelerated IND‑enabling platform designed to ensure a smooth transition from discovery to clinical readiness.

Dr. Cord Dohrmann, Chief Scientific Officer of Evotec, said:

"This program's speed and quality demonstrate the ability of our integrated, AI/ML‑enabled discovery and preclinical development platforms to produce high-value candidates for clinical evaluation. Reaching a preclinical development candidate in such a short time validates our approach to data‑driven, end‑to‑end drug discovery and exemplifies what can be achieved when scientific excellence is paired with a highly collaborative partnership such as our work with the dermatology expert Almirall. We are proud of the work accomplished by our teams and look forward to progressing this promising program toward the clinic."

About the Evotec - Almirall collaboration

Evotec entered into a collaboration with Almirall, a global biopharmaceutical company dedicated to medical dermatology, in May 2022. The collaboration targets the discovery and development of novel therapeutics for severe skin diseases, including a range of immune-mediated inflammatory conditions.

The agreement included an undisclosed upfront payment to Evotec as well as research payments and success-based milestones of potentially up to €230 million per program and royalties on net sales in the high single-digit percentage range.

About Evotec SE

Evotec is a life science company that is pioneering the future of drug discovery and development. By integrating breakthrough science with AI-driven innovation and advanced technologies, we accelerate the journey from concept to cure - faster, smarter, and with greater precision. Our expertise spans small molecules, biologics, cell therapies and associated modalities, supported by proprietary platforms such as Molecular Patient Databases, PanOmics and iPSC-based disease modeling. With flexible partnering models tailored to our customers' needs, we work with all Top 20 Pharma companies, over 800 biotechs, academic institutions, and healthcare stakeholders. Our offerings range from standalone services to fully integrated R&D programs and long-term strategic partnerships, combining scientific excellence with operational agility. Through Just - Evotec Biologics, we redefine biologics development and manufacturing to improve accessibility and affordability. With a strong portfolio of over 100 proprietary R&D assets, most of them being co-owned, we focus on key therapeutic areas including oncology, cardiovascular and metabolic diseases, neurology, and immunology. Evotec's global team of more than 4,500 experts operates from sites in Europe and the U.S., offering complementary technologies and services as synergistic centers of excellence. Learn more at www.evotec.com and follow us on LinkedIn and X/Twitter @Evotec.

Forward-looking statements

This announcement contains forward-looking statements concerning future events, including the proposed offering and listing of Evotec's securities. Words such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "might," "plan," "potential," "should," "target," "would" and variations of such words and similar expressions are intended to identify forward-looking statements. Such statements include comments regarding Evotec's expectations for revenues, Group EBITDA and unpartnered R&D expenses. These forward-looking statements are based on the information available to, and the expectations and assumptions deemed reasonable by Evotec at the time these statements were made. No assurance can be given that such expectations will prove to have been correct. These statements involve known and unknown risks and are based upon a number of assumptions and estimates, which are inherently subject to significant uncertainties and contingencies, many of which are beyond the control of Evotec. Evotec expressly disclaims any obligations or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in Evotec's expectations with respect thereto or any change in events, conditions or circumstances on which any statement is based.

Investor Relations and Media Contact

Dr. Sarah Fakih
EVP Head of Global Communications & Investor Relations
Sarah.Fakih@evotec.com

SOURCE: Evotec SE



View the original press release on ACCESS Newswire

FAQ

What did Evotec (EVO) announce on May 4, 2026 about the dermatology collaboration with Almirall?

Evotec announced nomination of a small‑molecule preclinical development candidate from the joint dermatology program. According to Evotec, the team progressed from initial leads to a PDC in about two years using AI/ML‑enhanced discovery and preclinical platforms.

How fast did the Evotec‑Almirall program reach a preclinical development candidate (EVO)?

The joint team reached a preclinical candidate in approximately two years. According to Evotec, integrated AI/ML workflows and close coordination between discovery and development accelerated iteration and candidate selection.

What platform will Evotec (EVO) use to support IND enabling for the dermatology candidate?

Evotec will use its INDiGO integrated IND‑enabling platform to support IND submission. According to Evotec, INDiGO is designed to accelerate the transition from discovery to clinical readiness and streamline IND preparation.

What medical conditions is the Evotec (EVO) and Almirall program targeting?

The program targets immune‑mediated inflammatory skin diseases with high unmet need. According to Evotec, the alliance focuses on developing novel treatments for dermatological conditions driven by immune‑mediated inflammation.

Does the Evotec (EVO) announcement include clinical data or an IND filing date?

No, the announcement does not include clinical efficacy or human safety data and does not provide an IND filing date. According to Evotec, the candidate is at the preclinical stage and will be advanced toward IND enabling.