Ipsen is global biotechnology specialty care company. Co. engages in research, development, manufacture and sale of pharmaceutical products for human healthcare. Co.'s product portfolio includes pharmaceutical products marketed around the world to specialists working in its targeted therapeutic areas (oncology, endocrinology, neurology and haematology). These products are specialist care drugs. Co. also markets products in other therapeutic areas including gastroenterology, cardiovascular and cognitive disorders. These products are primary care drugs. Co.'s brand names include Decapeptyl®, Somatuline®, Dysport®, Nutropin Aq®, Smecta®, Forlax®, Nisis®,Adrovance®, Exforge® and Adenuric®.
  • TickerIPN
  • ISINFR0010259150
  • ExchangeEuronext Paris
  • SectorPharmaceuticals & Biotechnology
  • CountryFrance

Analysts

Ahmed Ben Salem ...
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Valentin Pernet
  • Veysel Taze
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/14/2018

...

Pierre Corby ...
  • Team Pharma

Roche Holding : A first sign of vertical consolidation in the US?

>Amgen and Magellan Rx (PBM) announce agreement on a number of chronic diseases - Amgen and Magellan Rx, a PBM (Pharmacy Benefit Manager), announced at the start of the week a multi-year agreement to improve clinical outcomes for patients with osteoporosis and migraine. This is Amgen's first collaboration with a PBM. Amgen says the partnership is part of a commitment to improve patient health while lowering costs (in a context of price pressure). In cases of osteoporo...

Eric Le Berrigaud

Ipsen: Exelixis’ Q2 figures: Cabometyx continues to grow, with plus and minus

Brief Comment - Ipsen: (BUY, Fair Value EUR150 (+6%)) Exelixis’ Q2 figures: Cabometyx continues to grow, with plus and minus

Jean Raoul-Duval, CFA

Ipsen : 2017 looks promising, after a record year in 2016

We have a stable credit opinion on the issuer. Ipsen had a record year in 2016, marked by strong sales growth in its specialty care division, driven by: 1. Somatuline’s commercial success, particularly in the US, and 2. gradual recovery in Primary care through its shift towards an OTx model. Despite investments to support the launch of Cabometyx®, profitability also improved in 2016. Ipsen is adopting a resolutely optimistic tone for the current year, expecting robust growth on the back of numerous ongoing developments. In addition, Ipsen has enriched its pipeline in Oncology and Neurosciences...

Jean Raoul-Duval, CFA

Ipsen : Un exercice 2017 prometteur, après une année 2016 record

Nous avons un avis crédit Stable sur l’émetteur. Ipsen a réalisé une année 2016 record, marquée par la forte croissance des ventes de sa division Médecine de Spécialité portée par : 1. le succès commercial de Somatuline notamment aux US, et 2. le redressement progressif de l’activité Médecine Générale grâce à son repositionnement vers un modèle OTx. Malgré les investissements consentis pour le lancement de Cabometyx®, la rentabilité a également progressé en 2016. Ipsen adopte un ton résolument optimiste pour cette année, attendue en forte croissance grâce aux nombreux développements en cours. ...

Pierre Corby ...
  • Team Pharma

Roche Holding : A first sign of vertical consolidation in the US?

>Amgen and Magellan Rx (PBM) announce agreement on a number of chronic diseases - Amgen and Magellan Rx, a PBM (Pharmacy Benefit Manager), announced at the start of the week a multi-year agreement to improve clinical outcomes for patients with osteoporosis and migraine. This is Amgen's first collaboration with a PBM. Amgen says the partnership is part of a commitment to improve patient health while lowering costs (in a context of price pressure). In cases of osteoporo...

Pierre Corby ...
  • Team Pharma

Roche Holding : Un premier signe de consolidation verticale aux Etats-Unis ?

>Amgen et Magellan Rx (PBM) annoncent un accord dans certaines maladies chroniques - Amgen et Magellan Rx, un PBM (Pharmacy Benefit Manager), ont annoncé en début de semaine un accord pluriannuel visant à améliorer les résultats cliniques pour les patients atteints d’ostéoporose et de migraine. Il s’agit de la première collaboration d’Amgen avec un PBM. Amgen indique que ce partenariat s’inscrit dans une volonté d’améliorer la santé des patients tout en abaissant les ...

Alexandre Iatrides ...
  • Christophe-Raphaël Ganet
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Pierre Tegner
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/05/2018

Our analysis of the Spanish sector with a view towards 2019, using an approach based on the prospects of an improvement in the operating leverage and shareholder returns, prompts us to favour the simple and domestic model of CaixaBank (Buy, target price € 4.9). We reiterate our positive but riskier call on Santander (Buy, target price € 5.7) and maintain our cautious approach to BBVA (Neutral, target price € 5.5). - Cf sector research published last evening. - ...

Christophe-Raphaël Ganet

Ipsen : A potential new indication for CABOMETYX® in the treatment of hepatocellular carcinoma (HCC)

>A new promising phase III trial - Ipsen announced this morning the launch of the pivotal phase III COSMIC-312 study in cooperation with Exelixis, which is based on the use of cabozantinib (CABOMETYX®) in combination with atezolizumab (TECENTRIQ®) versus sorafenib in the treatment of previously untreated advanced hepatocellular carcinoma (liver cancer). The main endpoints for the study are progression-free survival and overall survival. COSMIC-312 is a pivotal, ...

Alexandre Iatrides ...
  • Christophe-Raphaël Ganet
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Pierre Tegner
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES Date1

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1 director bought

A director at Ipsen bought 680 shares at 147.054EUR and the significance rating of the trade was 61/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board members ...

Ahmed Ben Salem ...
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Valentin Pernet
  • Veysel Taze
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/14/2018

...

Ahmed Ben Salem ...
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Valentin Pernet
  • Veysel Taze
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/12/2018

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Jerôme Bodin
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Veysel Taze

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/15/2018

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Jerôme Bodin
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Veysel Taze

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/11/2018

...

Alexandre Iatrides ...
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Roland Pfaender
  • Stephane Houri
  • Veysel Taze

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/25/2018

With 2018e FCF (£ 450m +/- £ 100m before restructuring costs) expected to reflect a significant upturn from the low point of 2016 (£ 100m), the group’s medium-term target FCF of £ 1.8bn appears realistic. On this basis, we value the group at 1,120p per share and we are upgrading our recommendation from Neutral to Buy. Cf report published yesterday night. - ...

Nurhayati Wan

Ipsen SA

Nurhayati Wan

Ipsen SA

Nurhayati Wan

Ipsen SA

Nurhayati Wan

Ipsen SA

Nurhayati Wan

Ipsen SA

Eric Le Berrigaud

Pharmaceuticals | ESMO 2018: Sequencing Was the Key Word

We synthesise here the main take-away messages from the annual ESMO congress which took place in Munich in October. We present the conclusions in sections organised by organ with three main parts: renal-cell carcinoma (RCC), breast cancer (BC) and lung cancer (NSCLC) with non-uniform levels of innovation and progress. The last section is dedicated to head & neck cancer with encouraging updated data on monatuximab/cetuxima

GlobalData Department

Ipsen SA (IPN) - Pharmaceuticals & Healthcare - Deals and Alliances Profile

Summary Ipsen SA (Ipsen) is a global specialty biopharmaceutical company that manufactures and distributes drugs for the treatment of cancer and rare and neurological diseases. The company develops and commercializes novel medicines in cancer, neuroscience and rare diseases. It also offers products to treat gastrointestinal disorders, neurodegenerative pathologies and rheumatology diseases. Ipsen sells its drugs through distributors and directly to hospitals in some countries. It has research and development (R&D) facilities in Paris-Saclay, France; Oxford, the UK; and Cambridge, the US. The ...

Esther Bouguet

Proxy Report - 30/05/2018

Board of directors (resolutions 4 to 9) The independence rate of the Board amounts to only 38.5%. Each of the three largest shareholders should have at least one representative regardless of the board's independence. Accordingly, we recommend that shareholders approve the re-election of Anne Beaufour but not Philippe Bonhomme. A new member, Paul Sekhri, is chairman of two listed companies and member of the Board of two others listed companies. Therefore, we have concerns about his time commitment. Remuneration (resolutions 10 to 13) The lack of disclosure of the achievement rates of each cr...

Charles Pinel

Proxy Report - 30/05/2018

Le conseil n'est pas majoritairement composé de membres libres de conflits d'intérêts. La politique de vote de Proxinvest accepte la présence au conseil des principaux actionnaires quelque soit l'indépendance du conseil. Par conséquent, nous recommandons l'approbation du renouvellement d'Anne Beaufour, actionnaire principal de la société via la société Mayroy, mais la nomination de Philippe Bonhomme, jusqu'alors représentant de Mayroy au conseil, ne pourra être soutenue. Par ailleurs, un des deux nouveaux membres indépendants - Paul Sekhri - détient un nombre de mandats trop important pour êtr...

SRI Quantitative KPIs

Les analyses Gaïa sont des analyses ESG (Environnement, Social, Gouvernance) dediees aux entreprises de tailles intermediaires (PME, ETI) françaises. Elles presentent 120 indicateurs quantitatifs sur les trois derniers exercices.

Jérôme VINERIER

Short term view - IPSEN : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €116.00. The bearish trend would be challenged above €142.10.

Jérôme VINERIER

Analyse court terme - IPSEN : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 116,00 €. La tendance baissière serait remise en cause au-dessus de 142,10 €.

Jérôme VINERIER

Short term view - IPSEN : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €116.00, then €103.90. Passing €142.10 would question the continuation of the fall.

Jérôme VINERIER

Analyse court terme - IPSEN : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 116,00 €, puis 103,90 €. Le franchissement de 142,10 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Analyse moyen terme - IPSEN : La baisse récente gagne en vigueur.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 115,64 €. La tendance serait remise en cause par la rupture de 96,60 €.

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