Pharma BD Deal Intelligence

Bristol-Myers Squibb Company / Evotec SE

2023 · Co-Development · $4.0B · Complete

A $4B eight-year extension of Bristol-Myers Squibb's neurodegeneration collaboration with Evotec, built on their 2016 partnership around clinical-stage asset EVT8683. A long-horizon co-development bet on neurodegenerative disease research rather than a near-term revenue deal.

CALLED IT — OFF BY 22
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The coverage arc

Mar 17, 2023 Pharmaceutical Technology Neutral

Evotec and Bristol Myers Squibb progress their strategic partnership in neurodegeneration, leveraging Evotec's modality-agnostic precision medicine platforms…

Oct 27, 2025 PharmaTimes Bullish

Evotec and Bristol Myers Squibb advance their neuroscience partnership, with the first program EVT8683 progressing into clinical Phase I following successful…

Source summaries from our enrichment pipeline; follow links for originals.

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BMS extended and expanded its strategic neurodegeneration partnership with Evotec for 8 additional years, building on their 2016 collaboration including clinical-stage EVT8683.

Key facts

Disease & market context

Neurodegenerative Diseases

6.7M US cases/yr · $17.7B Global Market · <10% Patients with Disease-Modifying Therapy

Disease Overview

Neurodegenerative diseases including Alzheimer's, Parkinson's, ALS, and frontotemporal dementia represent one of the largest unmet needs in medicine. Despite billions invested, most clinical programs have failed, and only a handful of disease-modifying therapies have reached the market.

Competitive Landscape

The BMS-Evotec partnership, originally signed in 2016 and expanded to $4B in 2023, uses Evotec's iPSC-based drug discovery platform to identify disease-modifying targets. Lead candidate BMS-986419 entered Phase II in 2024. Competitors include Biogen/Eisai (Leqembi), Lilly (donanemab), and Roche in the broader neurodegeneration space.

Deal timeline

Related deals — scored

DealYearValueOutcome
Bristol-Myers Squibb Company / Evotec SE (this deal)2023$4.0B66
Bristol-Myers Squibb Company / Medarex Inc.2009$2.4B92
Bristol-Myers Squibb Company / Celgene Corporation2019$74.0B77
Bristol-Myers Squibb Company / MyoKardia Inc.2020$13.1B76
Bristol-Myers Squibb Company / Karuna Therapeutics2023$14.0B76
Bristol-Myers Squibb Company / Ono Pharmaceutical Co., Ltd.201176
Bristol-Myers Squibb Company / SystImmune Inc.2023$8.4B71

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