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

1 director bought

A director at Ipsen bought 148 shares at 123.500EUR and the significance rating of the trade was 52/100. 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 ...

Ipsen - Assemblée générale des actionnaires du 28 mai 2019

Proxinvest publiera une étude analysant les résolutions proposées lors de la tenue de l’assemblée générale des actionnaires. Vous pouvez l'acquérir dès à présent et elle vous sera adressée par ResearchPool une fois publiée.

Jean-Jacques Le Fur

IPSEN: Second look into Clementia's acquisition | BUY | EUR148 vs. EUR141 (+25%)

IPSEN - BUY | EUR148 vs. EUR141 (+25%) Second look into Clementia's acquisition Clementia provides significant accretion from 2023 onwards MO is upside, dry eye is free option Investor Day in May will provide a full picture

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. ...

Jean-Jacques Le Fur

IPSEN: Second look into Clementia's acquisition | BUY | EUR148 vs. EUR141 (+25%)

IPSEN - BUY | EUR148 vs. EUR141 (+25%) Second look into Clementia's acquisition Clementia provides significant accretion from 2023 onwards MO is upside, dry eye is free option Investor Day in May will provide a full picture

Pierre Vaurice

IPSEN. A strengthened and balanced portfolio (=)

IPSEN. A strengthened and balanced portfolio (=)

Pierre Vaurice

IPSEN. Un portefeuille renforcé et équilibré (=)

IPSEN. Un portefeuille renforcé et équilibré (=)

Christophe-Raphaël Ganet

Ipsen : Feedback from conference call: Clementia Pharmaceuticals (and its drug palavarotène) acquired for $ 1.3bn

>Palavarotène, a pipeline in itself - Two highlights from the conference call:From a portfolio perspective, the deal has the advantage of giving Ipsen i/ global rights (unlike Cabometyx and Onivyde, which were confined to the EU or the US); ii/ a moderate risk even though the dry eye indication is still in phase I (the risk is therefore slightly higher vs the Onivyde or Cabometyx deal); iii/ a bolstered rare disease profile and franchise: paediatric indications,...

Eric Le Berrigaud

IPSEN: Bullish approach to the FOP indication with palovarotene | BUY | EUR141 vs. EUR138

IPSEN - BUY | EUR141 vs. EUR138 (+23%) Bullish approach to the FOP indication with palovarotene Ipsen has USD400m peak sales for palovarotene in FOP “Palovarotene could be as big as Somatuline” Small increase to our FV

1 director bought

A director at Ipsen bought 148 shares at 123.500EUR and the significance rating of the trade was 52/100. 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 ...

Antoine Boivin-Champeaux ...
  • Christophe-Raphaël Ganet
  • Martial Descoutures
  • Olfa Taamallah
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/26/2019

The acquisition of SABMiller has not delivered on its initial promises, due to the challenges of absorbing the debt quickly and a problematic geographic mix. However, the group still boasts growth potential which adjustments to its debt and asset arbitration could bring to light, particularly in the context of the shift in the ZBB (zero based budgeting) model. We simulate a partial divestment of the Asian assets and the buyout of 78% of the JVs with Castel in Africa. This would offer ...

Antoine Boivin-Champeaux ...
  • Christophe-Raphaël Ganet
  • Martial Descoutures
  • Olfa Taamallah
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/02/2019

Même si le rachat de SABMiller n’a pas répondu aux promesses initiales en raison d’un endettement difficile à résorber rapidement et d’un mix géographique contraignant, le groupe recèle encore un potentiel de croissance que le réaménagement de la dette et un arbitrage entre les actifs pourraient mettre en lumière, notamment dans le contexte de mutation du modèle ZBB (zero based budgeting). Aussi, nous simulons une cession partielle des actifs asiatiques et le rachat des 78% des JV ave...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean Sassus
  • Louis Boujard
  • Martial Descoutures
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Corby
  • Pierre Tegner
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/14/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean Sassus
  • Louis Boujard
  • Martial Descoutures
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Corby
  • Pierre Tegner
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/02/2019

...

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

...

With a more favourable environment, IPSEN SA improves to Slightly Positive

IPSEN SA (FR), a company active in the Pharmaceuticals industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date February 26, 2019, the closing price was EUR 114.00 and its potential was estimated at EUR 131.27.

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

Ipsen - Assemblée générale des actionnaires du 28 mai 2019

Proxinvest publiera une étude analysant les résolutions proposées lors de la tenue de l’assemblée générale des actionnaires. Vous pouvez l'acquérir dès à présent et elle vous sera adressée par ResearchPool une fois publiée.

Ipsen – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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...

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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