Narrative Update on Ipsen
Analysts have maintained their fair value estimate for Ipsen at €130.79 per share. They cite minimal changes in key assumptions and only slight fluctuations in projected growth and profitability.
What's in the News
- Ipsen raised its 2025 earnings guidance and now forecasts total sales growth of around 10 percent at constant exchange rates, up from previous guidance of over 7 percent. However, the company anticipates a 3 percent negative currency impact. The core operating margin is now expected to be around 35 percent of total sales, compared to the prior estimate of over 32 percent (Key Developments).
- Japan's Ministry of Health, Labour and Welfare granted regulatory approval for Bylvay (odevixibat) for treating pruritus in patients with progressive familial intrahepatic cholestasis (PFIC). The decision was based on positive results from a Phase III study in Japan, and Ipsen will handle commercialization (Key Developments).
- Health Canada approved Bylvay (odevixibat) for managing cholestatic pruritus in patients with Alagille Syndrome aged 12 months and older. The approval was backed by the global Phase III ASSERT study, which demonstrated efficacy in reducing pruritus and improving sleep quality in ALGS patients (Key Developments).
Valuation Changes
- Fair Value Estimate remains unchanged at €130.79 per share.
- Discount Rate holds steady at 6.18%.
- Revenue Growth forecast has risen slightly to 4.16%.
- Net Profit Margin has decreased modestly from 18.71% to 18.43%.
- Future P/E ratio has increased slightly from 16.15x to 16.39x.
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