August 26th, 2025 | 07:10 CEST
The blueprint for AI-driven drug discovery: How Evotec, NetraMark Holdings, and BioNTech are leveraging new opportunities
The pharmaceutical industry is undergoing a revolution. Artificial intelligence is reducing drug discovery times from years to months and dramatically increasing hit rates. Data-driven predictions and virtual simulations are increasingly replacing costly trial-and-error approaches. This technological leap is already generating concrete successes and massive competitive advantages for pioneers who implemented their digitalization strategies early on. Most recently, an AI-designed drug advanced to clinical trials in record time. Three companies driving this change and reaping its benefits are Evotec, NetraMark Holdings, and BioNTech.
time to read: 4 minutes
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Author:
Armin Schulz
ISIN:
EVOTEC SE INH O.N. | DE0005664809 , NETRAMARK HOLDINGS INC | CA64119M1059 , BIONTECH SE SPON. ADRS 1 | US09075V1026
Table of contents:
"[...] Defence will continue to develop its Antibody Drug Conjugates "ADC" and its radiopharmaceuticals programs, which are currently two of the hottest products in demand in the pharma industries where significant consolidations and take-overs occurred. [...]" Sébastien Plouffe, CEO, Founder and Director, Defence Therapeutics Inc.
Author
Armin Schulz
Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.
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Evotec – AI drives research, figures show mixed picture
Evotec is actively leveraging artificial intelligence to revolutionize drug discovery. Platforms like E.INVENT-AI accelerate drug design, while algorithms analyze vast patient data sets, such as those related to kidney failure research. This data-driven strategy not only shortens development timelines but also strengthens the Company's position as a technology-driven pioneer in precision medicine. For Evotec, AI is not just a future project - it is already a fundamental part of the business model today.
The figures for the first half of the year reveal a transition phase. While Group revenue declined by 5% to EUR 371.2 million, the segments recorded different dynamics. The weak market environment weighed on the Discovery & Preclinical Development segment by 11%. In contrast, Just - Evotec Biologics grew significantly by 16% thanks to an expanded customer base. Adjusted EBITDA of EUR -1.9 million was in line with expectations, driven by higher-than-planned cost reductions and tighter budget control.
The planned transaction with Sandoz represents a strategic milestone. The sale of the biologics manufacturing facility in Toulouse for approximately USD 300 million in cash will enable Evotec to transition to a less capital-intensive model. The Company will retain its proprietary platform technology and secure future milestone payments and license fees. This realignment is intended to improve profit margins and capital efficiency in the long term and focus resources on value-adding research and development. Since the quarterly figures were released, the share price has been in decline and currently stands at EUR 6.044.
NetraMark Holdings – AI brings movement to clinical trials
NetraMark specializes in a niche market with enormous potential. The Company uses generative AI and machine learning to make clinical trials in the pharmaceutical and biotech industries more efficient. Its software platform, NetraAI, breaks down complex patient data into precise subgroups. This enables pharmaceutical companies to identify more accurately which patients are likely to respond to a drug. This approach also works with smaller data sets and provides insights that often remain undiscovered using conventional methods. This information can determine the success of an entire study, which can cost millions of dollars.
The Company's latest developments underscore its growth momentum. NetraMark has secured Asklepion Pharmaceuticals as a customer for the use of NetraAI in a critical pediatric Phase 3 study. Previously, a partnership was formed with Pentara to jointly develop an AI-based tool for quality assurance in study centers. Another agreement with biotech company Algo Therapeutix aims to better predict the response to their painkiller ATX01 to complete clinical trials successfully. These projects demonstrate the broad applicability of the technology.
The strategic direction is reinforced by the appointment of Dr. Jan Sedway as Senior Vice President of Clinical Science. His many years of experience in clinical research, particularly in leadership positions at Clario and Parexel, will help scale the offering in rapidly growing areas such as oncology and psychiatry. NetraMark is thus not only expanding its technology, but also its technical expertise in order to position itself in this dynamic market. The share price has recently risen significantly again on the back of the latest news and is currently trading at CAD 1.70.
BioNTech - AI as a driver of cancer research
BioNTech is already using artificial intelligence to accelerate its research. Through the complete acquisition of AI specialist InstaDeep, the Company has internalized the necessary expertise. Together, they are developing tools such as the DeepChain platform, which analyzes complex biological data to design customized therapies. A specially developed AI assistant named "Laila" also takes over routine tasks in the laboratory, reducing the workload for researchers. This integration of AI is expected to significantly shorten the path to personalized cancer drugs.
The latest quarterly figures paint a mixed picture. Although revenue doubled year-on-year to EUR 261 million, BioNTech posted a net loss of EUR 387 million. These losses are primarily attributable to the immense research investments of over half a billion euros per quarter. On a positive note, the Company's massive liquidity of around EUR 16 billion ensures that it has the staying power for its expensive development projects and limits the risk for investors.
On August 8, BioNTech announced two strategically important decisions. First, it finalized the acquisition of competitor CureVac for USD 1.25 billion to strengthen its mRNA technology platform. At the same time, it ended a lengthy patent dispute with CureVac and GSK with a one-time payment of USD 740 million, which removes legal uncertainties. These steps underscore the focus on oncology and create clarity so that management can concentrate fully on core research. The stock has been trading sideways for some time now, is currently available for EUR 95.30, and is waiting for positive impetus from the development pipeline.
The AI revolution in the pharmaceutical industry is in full swing and is generating tangible competitive advantages. Evotec is focusing on a less capital-intensive and more research-focused business model through strategic transactions such as the sale to Sandoz. NetraMark Holdings is enhancing the efficiency of clinical trials using generative AI and is increasingly gaining relevant customers. Since acquiring InstaDeep, BioNTech has been driving the development of personalized cancer therapies and strengthening its mRNA platform. These companies demonstrate how data-driven predictions can pave the way for faster and more successful drug development.
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