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

Eric Le Berrigaud

SECTOR | Pharmaceuticals | BG OncoDay 2019: clear upside in early-stage NSCLC

SECTOR | Pharmaceuticals | BG OncoDay 2019: clear upside in early-stage NSCLC At our Annual Oncology Day this year, two KOLs (i) summarized the key learnings from ASCO 2019 and (ii) focused specifically on the advances in lung cancer. Then, out of the five companies presenting, three did so in plenary sessions, and we report here the main messages they conveyed

1 director sold

A director at Ipsen sold 3,048 shares at 118.208EUR and the significance rating of the trade was 53/100. 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 ...

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

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...

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. ...

Christophe-Raphaël Ganet

Guerbet : The “Untouchables”

In a persistently restrictive environment for midcaps, we are updating our stock selection. We select those for which cash flow seems to us to be fairly secure, free of geopolitical or interest rate sensitivity, while hoping for momentum effects (triggers), and with multiples as reasonable as possible. Thus, we maintain Albioma, Devoteam and Wordline in our list to which we have also added Guerbet, Ipsen, SMCP and Spie. - >Persistently unfavourable context? - The macro...

Christophe-Raphaël Ganet

Guerbet : Les « Affranchies »

Dans un environnement qui nous parait devoir être encore contraignant pour les Midcaps, nous mettons à jour notre sélection de valeurs. Nous retenons celles dont le cash-flow nous paraît assez sécurisé, affranchies de sensibilité géopolitique ou taux, tout en espérant des effets de momentum (triggers), et avec des multiples aussi raisonnables que possible. Ainsi restent dans la liste Albioma, Devoteam et Wordline alors qu’entrent Guerbet, Ipsen, SMCP et Spie. - >Contexte t...

Charles Lepetitpas ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Jean Sassus
  • Nicolas David
  • Nicolas Thorez
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/12/2019

OK, everything (risk aversion, persistently low interest rates, questions about the macro cycle) argues in favour of a growth/quality allocation. But at what price? A modelling of the 12-mth relative P/E of the Stoxx 600 sectors according to their "desirability" (visibility of EPS growth, negative correlation to rates, low correlation to political risk) leads to the observation that the food & beverages sector (=) is trading 8% above its theoretical premium, which is not the case for ...

Christophe-Raphaël Ganet

Ipsen : Extension of the Decapeptyl distribution agreement for Ipsen

>Licensing agreement with Debiopharm, relating to Decapeptyl, extended - Debiopharm and Ipsen announced a renewal of their agreement on Decapeptyl®, which extends and strengthens their strategic collaboration until 2034 for the development, fabrication and distribution of Decapeptyl® on European markets and in certain Asian and African countries. The licensing agreement with Debiopharm gives Ipsen the right to make and market Decapeptyl® (triptorelin) worldwide except...

Charles Lepetitpas ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Jean Sassus
  • Nicolas David
  • Nicolas Thorez
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/06/2019

Dans cette note, nous revenons sur les raisons de la croissance rapide du secteur des paiements. En Bourse, il surperforme nettement le secteur de la technologie sur longue période et nous ne voyons aucune raison pour que cela s’arrête. Dans ce cadre, nous proposons une hiérarchie claire sur les valeurs européennes. Nous réitérons nos préférences (Achat) pour Worldline et Wirecard, maintenons notre opinion Neutre sur Ingenico et initions Adyen à Alléger. - ...

1 director sold

A director at Ipsen sold 3,048 shares at 118.208EUR and the significance rating of the trade was 53/100. 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 ...

Christophe-Raphaël Ganet ...
  • Emira Sagaama
  • Jean Sassus
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Philippe Ourpatian
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/24/2019

...

Christophe-Raphaël Ganet ...
  • Emira Sagaama
  • Jean Sassus
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Philippe Ourpatian
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/05/2019

...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2019

...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2019

...

Alfred Glaser ...
  • Anis Zgaya
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Khaled Ben Amor
  • Louis Boujard
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Samantha Jeary
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/14/2019

...

IPSEN SA sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of IPSEN SA (FR), a company active in the Pharmaceuticals industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date June 14, 2019, the closing price was EUR 114.70 and its potential was estimated at EUR 131.83.

Nurhayati Wan

Ipsen SA

Nurhayati Wan

Ipsen SA

Nurhayati Wan

Ipsen SA

Nurhayati Wan

Ipsen SA

Eric Le Berrigaud

SECTOR | Pharmaceuticals | BG OncoDay 2019: clear upside in early-stage NSCLC

SECTOR | Pharmaceuticals | BG OncoDay 2019: clear upside in early-stage NSCLC At our Annual Oncology Day this year, two KOLs (i) summarized the key learnings from ASCO 2019 and (ii) focused specifically on the advances in lung cancer. Then, out of the five companies presenting, three did so in plenary sessions, and we report here the main messages they conveyed

Eric Le Berrigaud ...
  • Gary Waanders
  • Hugo Solvet
  • Jean-Jacques Le Fur
  • Ross Blair
  • Victor Floc’h

Healthcare: Top Picks Q2 2019: Alcon, Innate, Ipsen and Roche

Healthcare Top Picks Q2 2019: Alcon, Innate, Ipsen and Roche Looking back to Q1 2019 What to expect for Q2 2019

MarketLine Department

Onxeo SA - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Onxeo SA Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Onxeo SA since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights This ...

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

Charles Pinel

Ipsen - Assemblée générale des actionnaires du 28 mai 2019

Le conseil n'est pas majoritairement composé de membres libres de conflits d'intérêts. Par conséquent, parmi les renouvellements proposés, seul le Président du conseil sera soutenu en raison de la séparation des fonctions avec la Direction Générale (résolutions 5 à 7). En ce qui concerne la rémunération 2018 du Directeur Général, l'absence de communication des taux de réalisation de chacun des critères financiers du bonus constitue un manque rédhibitoire pour Proxinvest. Par ailleurs, l'attribution d'actions gratuites est basée sur des critères non vérifiables et qui sont calculés sur une pér...

Expert Corporate Governance Service (ECGS)

Ipsen -AGM and EGM 28 May 2019

The majority of the Board is not composed of independent members. Consequently, among the proposed renewals, only the Chairman of the Board will be supported due to the separation of functions with the Executive Management (resolutions 5 to 7). With regard to the 2018 remuneration of the CEO, the failure to communicate the achievement rates of each of the financial criteria related to the bonus constitutes a fundamental flaw for ECGS. In addition, the allocation of performance shares is based on criteria that cannot be verified and are calculated over a period of only two years, which is insu...

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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