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Evotec SE Investor Presentation 2012

May 10, 2012

151_ip_2012-05-10_83cc045b-ef60-4762-8630-7a102d73e5c5.pdf

Investor Presentation

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Q1 2012 – Invest to Grow!

Forward-looking s statements

Information set forth in this presen forward-looking statements, which invo risks and uncertainties ncertainties. The forward forward-lo contained herein represent the judgemen the date of this report. Such forward-lo are neither promises nor guarantees, bu variety of risks and uncertainties, man ntation containsolve a number ofoking statements nt of Evotec as ofooking statements ut are subject to a ny of which are

beyond our control, and which could cause actual results to differ materially from those contemplated in these forward looking statements We e pressl disclaim an forward-lookingstatements. expressly any obligation or undertaking to release publicly any updates or revisions to any such statements to reflect any change in our expectations or any change in events, conditions or circumstances on which any such statement is based.

Agenda

•Highlights Q1 2012

  • • Action Plan 2016 – Innovation Efficiency
  • EVT Execute
  • EVT Integrate
  • EVT Innovate
  • • Financial performance & growth outlook 2012ff

Strong g revenue gr for implementation rowth and significant investments n of Action Plan 2016

State of play – Q1 highligh hts

Strong g revenue gr marginal operating rowth, significant investments, g loss

Key figures overview – Sta atus Q1

in € m

1) Growth "like for like" is a t 14,2%

2) Including fair value adjustment in the context of the con ntingent consideration (earn-out DeveloGen) of € 0.3m

Agenda

  • •Highlights Q1 2012
  • • Action Plan 2016 – Innovation Efficiency
  • EVT Execute
  • EVT Integrate
  • EVT Innovate
  • • Financial performance & growth outlook 2012ff

Action Plan 2016 ssuccessfully started

Action Plan 2016 – Evotecc´s offering for Innovation Efficiency

Strong growth in h St o g g o t EVT Executehigh quality services – g qua tyse ces

Comprehensive Drug Disc covery Platform – "EVO Apps"

Exp gp anding portfol opportunities for m io with increasing yl more milestones

EVT Integrate - Business m model

Good Phase III pro EVT 401 back in hog p ress on DiaPep277, uman development pipeline

Portfolio of product develo opment partnerships

DiaPep277 earns m Phase III developm milestone and shows ment success

Update on DiaPep277 – Ty ype 1 diabetes

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Investing in CureB Betaand CureNephron

Kidney disease focused dr rug discovery

Evotec

1

  • •Proven regenerative medicine approach
  • • Experience and expertise in diabetic complications
  • • Fully integrated drug discovery platform

Unique kidney cell tools / capabilities Unique

  • • Customized kidney assays and animal models
  • • HCS capabilities for target identification

Harvard / Brigham and Women's Hospital

  • •Prof. Andy McMahon
  • •Prof. Ben Humphreys
  • • World leading science in kidney disease

Paediatric Renal Medicine at the University of Bristol

  • • Prof. Moin A Saleem
  • Podocyte biology

3

EVOmAb: Full ant Evotec's experienc ibody gg service integrating ce in HTS/HCS

Strategic rational

Evotec has a broascreen antibody p d expertise to ools and libraries

Experience for cell-based screens

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Agenda

  • •Highlights Q1 2012
  • • Action Plan 2016 – Innovation Efficiency
  • EVT Execute
  • EVT Integrate
  • EVT Innovate

• Financial performance e &growth outlook 2012ff

Strong growth, pla gross margin anned temp y orar effect on

Revenues & gross margin Q1

Q1 reflects the imp businesses and inpact of investments in new nfrastructure – invest for growth!

Operating result and net r result Q1

in € m

Expectation of inc creased FY profitability unaltered

Key financials Q1: Conden nsed profit & loss statement (IFRS)

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AGM and Manfred JuneEigen Campus opening 14 g ppg th of

Significant upgrading proc cesses at all sites

Sales representation (Boston, Tokyo) Operations & sales representation

1) Manfred Eigen (*1927), German biophysical chemist and work on a special measuring method of fast chemical react d one of the worldwide leading pioneers in biotechnology. In 1967, he won the Nobel Prize in Chemistry for his ions, which, until then, were considered to be immeasurable. He initiated the foundation of Evotec AG.

Strong news flow to come

Outlook and next steps for r 2012 ff

Key milestones for 2012

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Building innovative drug discovery alliances

Your contact:

Dr Werner LanthalerChief Executive Officer

+49.(0).40.560 81-242 +49.(0).40.560 81-333 Fax [email protected]

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