0.34%
5.39%
5.39%
15.84%
12.77%
33.15%
79.11%
AI Spotlight on IPN
Company Description
Ipsen S.A. operates as a biopharmaceutical company worldwide.The company provides drugs in the areas of oncology, neuroscience, gastroenterology, cognitive disorders, and rare diseases.It offers Somatuline for neuroendocrine tumors and acromegaly; Decapeptyl for the treatment of advanced metastatic prostate cancer; Cabometyx for renal cell and second-line hepatocellular carcinoma; Onivyde for second-line metastatic pancreatic cancer; Dysport for motor muscular disorders and medical aesthetics; NutropinAq for growth failure in children due to growth hormone (GH) deficiency, turner syndrome, chronic renal failure, and GH deficiency in adults; and Increlex for growth failure in children and adolescents.
The company also offers Smecta for chronic and acute diarrhea, and pain associated with functional bowel diseases; Forlax for constipation; Fortrans/Eziclen for bowel cleansing prior to endoscopy, X-ray examination, and colonic surgery; and Tanakan for cognitive disorders in adults, vertigo of vestibular origin and vestibular rehabilitation, and tinnitus.In addition, it provides Xermelo for the carcinoid syndrome; Cometriq for medullary thyroid cancer; Smebiocta/SmectaFlora Protect, a food supplement; SmectaGas, a medical device used in the symptomatic treatment of gas-related gastrointestinal disorders and relief of gas-related symptoms; and Etiasa for inflammatory bowel diseases.Further, the company offers other consumer healthcare products in the gastro-intestinal area, including Buscopan, Clin4000, Prontalgine, Suppositoria Glycerini, Mucothiol, Floractin, and Mucodyne.
Ipsen S.A. has agreements with Debiopharm; Exelixis; Galderma; Blueprint Medicines; TerSera Therapeutics; Rhythm Pharmaceuticals; Teijin; Braintree Laboratories; Ethypharm; Schwabe; BAKX Therapeutics Inc.; and Exicure.The company was founded in 1929 and is headquartered in Boulogne-Billancourt, France.
Market Data
| Last Price | 119.2 |
| Change Percentage | 0.34% |
| Open | 119.6 |
| Previous Close | 118.8 |
| Market Cap ( Millions) | 9851 |
| Volume | 59064 |
| Year High | 126.7 |
| Year Low | 99.7 |
| M A 50 | 113.71 |
| M A 200 | 112.78 |
Financial Ratios
| FCF Yield | 7.79% |
| Dividend Yield | 1.01% |
| ROE | 17.31% |
| Debt / Equity | 12.11% |
| Net Debt / EBIDTA | 0.43% |
| Price To Book | 2.36 |
| Price Earnings Ratio | 14.0 |
| Price To FCF | 12.83 |
| Price To sales | 2.95 |
| EV / EBITDA | 8.85 |
News
- Jan -07 - Ipsen - Half year statement - 2024 12 31
- Dec -04 - Ipsen and Biomunex enter agreement for cancer therapy
- Dec -03 - Ipsen and Biomunex announce exclusive global licensing agreement for first-in-class MAIT cell engager in immuno-oncology
- Nov -18 - Bylvay® (odevixibat) data shows sustained improvement in severe itch and serum bile acid levels in patients with PFIC and ALGS
- Nov -15 - Iqirvo® (elafibranor) data shows efficacy and safety for up to 3 years in patients with PBC with improvements in fatigue and pruritus
- Oct -23 - Ipsen delivers strong sales momentum in the first nine months of 2024 and increases its full-year guidance
- Oct -14 - Ipsen receives its second Shingo Prize for operational excellence
- Oct -09 - Ipsen SA (IPSEF) (H1 2024) Earnings Call Highlights: Strong Sales Growth Amidst Challenges
- Oct -09 - Ipsen’s Elafibranor gains MHRA approval for PBC treatment
- Sep -23 - Ipsen’s Iqirvo wins European approval for primary biliary cholangitis
- Sep -23 - Ipsen’s Kayfanda® (odevixibat) approved in European Union for cholestatic pruritus in Alagille Syndrome, a rare liver disease
- Sep -20 - Ipsen’s Iqirvo® (elafibranor) approved in the European Union as first new treatment for primary biliary cholangitis in nearly a decade
- Sep -16 - Ipsen shelves Cabometyx combo in prostate cancer after Phase III miss
- Sep -16 - Final results from CABINET Phase III trial reinforce efficacy benefits of Cabometyx® in advanced neuroendocrine tumors
- Sep -15 - Ipsen provides update on CONTACT-02 Phase III trial in metastatic castration-resistant prostate cancer following final overall survival analysis
- Sep -10 - Employee of French drugmaker Ipsen to plead guilty to US insider trading
- Aug -13 - IPSEN - Buy-back programme - Art 5 of MAR - Week 32 - 2024
- Aug -06 - IPSEN - Buy-back programme - Art 5 of MAR - Week 31 - 2024
- Jul -30 - IPSEN - Buy-back programme - Art 5 of MAR - Week 30 - 2024
- Jul -26 - Ipsen receives CHMP positive opinions for Iqirvo® (elafibranor) in Primary Biliary Cholangitis and Kayfanda® (odevixibat) in Alagille Syndrome, two rare cholestatic liver diseases
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Oncology
Expected Growth : 5 %
What the company do ?
Ipsen S.A.'s Oncology segment focuses on developing and commercializing innovative cancer treatments, including somatuline for neuroendocrine tumors and cabometyx for renal cell carcinoma.
Why we expect these perspectives ?
Ipsen's Oncology segment growth is driven by increasing demand for cancer treatments, strong pipeline of innovative therapies, strategic partnerships, and expansion into emerging markets. Additionally, growing adoption of precision medicine and increasing investment in R&D are contributing to the 5% growth rate.
Segment n°2 -> Neurosciences
Expected Growth : 4 %
What the company do ?
Neurosciences from Ipsen S.A. focuses on developing innovative treatments for neurological disorders, such as Parkinson's disease and neuroendocrine tumors.
Why we expect these perspectives ?
Ipsen's Neurosciences segment growth is driven by increasing demand for innovative treatments in neurology and psychiatry, strong pipeline of novel therapies, strategic partnerships, and expansion into emerging markets. Additionally, growing awareness of neurological disorders and investments in R&D contribute to the segment's 4% growth.
Segment n°3 -> Rare Diseases
Expected Growth : 7 %
What the company do ?
Rare Diseases from Ipsen S.A. refers to a portfolio of treatments for rare genetic disorders, including neuroendocrine tumors and Huntington's disease.
Why we expect these perspectives ?
Ipsen's Rare Diseases segment growth is driven by increasing demand for orphan drugs, strategic partnerships, and a strong pipeline of innovative treatments. The company's focus on niche areas like neuroendocrine tumors and growth hormone deficiencies also contributes to its 7% growth. Additionally, investments in digital technologies and expansion into emerging markets further support growth.
Ipsen S.A. Products
| Product Range | What is it ? |
|---|---|
| Somatuline | A somatostatin analogue used to treat acromegaly, a rare hormonal disorder that occurs when the pituitary gland produces too much growth hormone. |
| Decapeptyl | A GnRH agonist used to treat prostate cancer, endometriosis, and uterine fibroids. |
| NutropinAq | A recombinant human growth hormone used to treat growth hormone deficiency in children and adults. |
| Increlex | A recombinant human insulin-like growth factor-1 (IGF-1) used to treat growth failure in children and adults with severe primary IGF-1 deficiency. |
| Cabometyx | A tyrosine kinase inhibitor used to treat advanced renal cell carcinoma and hepatocellular carcinoma. |
| Cometriq | A tyrosine kinase inhibitor used to treat medullary thyroid cancer and advanced renal cell carcinoma. |
Ipsen S.A.'s Porter Forces
Threat Of Substitutes
Ipsen S.A. operates in the pharmaceutical industry, where substitutes are limited. However, the company faces competition from other pharmaceutical companies, which could lead to a moderate threat of substitutes.
Bargaining Power Of Customers
Ipsen S.A. has a diverse customer base, including hospitals, clinics, and pharmacies. The bargaining power of customers is low due to the company's strong brand reputation and the lack of alternative products.
Bargaining Power Of Suppliers
Ipsen S.A. relies on a network of suppliers for raw materials and services. The bargaining power of suppliers is moderate due to the company's dependence on a few key suppliers.
Threat Of New Entrants
The pharmaceutical industry has high barriers to entry, including significant research and development costs, regulatory hurdles, and the need for specialized expertise. This limits the threat of new entrants.
Intensity Of Rivalry
The pharmaceutical industry is highly competitive, with many established players competing for market share. Ipsen S.A. faces intense competition from other pharmaceutical companies, which could lead to a high intensity of rivalry.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 11.06% |
| Debt Cost | 4.97% |
| Equity Weight | 88.94% |
| Equity Cost | 7.08% |
| WACC | 6.84% |
| Leverage | 12.43% |
Ipsen S.A. : Quality Control
Ipsen S.A. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| ALM.MC | Almirall, S.A., a biopharmaceutical company, engages in the research, development, manufacture, and sale of skin-health related medicines in Europe, the United States, and internationally. The company offers its products for … |
| SOBI.ST | Swedish Orphan Biovitrum AB (publ), an integrated biotechnology company, researches, develops, manufactures, and sells pharmaceuticals in the therapeutic areas of haematology, immunology, and genetic and metabolic diseases in Europe, North … |
| HIK.L | Hikma Pharmaceuticals PLC develops, manufactures, markets, and sells a range of generic, branded, and in-licensed pharmaceutical products. The company offers its products in solid, semi-solid, liquid, and injectable final dosage … |
| SFZN.SW | Siegfried Holding AG engages in the life sciences business worldwide. The company develops and produces active pharmaceutical ingredients (APIs) and intermediates, as well as finished dosage forms, including solid oral … |
| ALVO | Alvotech, through its subsidiaries, develops and manufactures biosimilar medicines for patients worldwide. It offers biosimilar products in the therapeutic areas of autoimmune, eye, and bone disorders, as well as cancer. … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Ipsen
A-Score
1-Year Total Return ->
🥈
Hikma Pharmaceuticals
A-Score
1-Year Total Return ->
🥉
Almirall
A-Score
1-Year Total Return ->
4
Siegfried Holding
A-Score
1-Year Total Return ->
5
Sobi
A-Score
1-Year Total Return ->
6
