Update shared on 07 Nov 2025
Fair value Increased 0.66%Narrative Update on Ipsen: Analyst Price Target Adjustment
Analysts have raised their price target for Ipsen to €130.79, up from €129.93. This change reflects slight improvements in expected revenue growth and profit margin, despite a marginally higher discount rate.
What's in the News
- Ipsen upgraded its 2025 earnings guidance, now expecting total sales growth of around 10 percent at constant exchange rates. This is an increase from the prior guidance of more than 7 percent. The company also forecasts a core operating margin of around 35 percent, compared to the previous target of over 32 percent. (Company announcement)
- The Japanese Ministry of Health, Labour and Welfare granted regulatory approval for Bylvay (odevixibat) to treat pruritus associated with progressive familial intrahepatic cholestasis (PFIC) following positive results from a Phase III clinical study in Japan. (Company announcement)
- Health Canada approved Bylvay (odevixibat) for the treatment of cholestatic pruritus in patients 12 months and older with Alagille Syndrome (ALGS), supported by data from the global Phase III ASSERT study. (Company announcement)
Valuation Changes
- Consensus Analyst Price Target has risen slightly to €130.79 from €129.93.
- Discount Rate has increased modestly to 6.18 percent from 5.98 percent.
- Revenue Growth expectation has risen to 4.16 percent from 3.97 percent.
- Net Profit Margin has increased marginally to 18.71 percent from 18.50 percent.
- Future P/E ratio has decreased slightly to 16.15x from 16.23x.
Disclaimer
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