Ipsen Gestion
Gestion contrôle des critères 4/4
Le PDG Ipsen est David Loew, nommé en Jul2020, a un mandat de 5.92 ans. La rémunération annuelle totale est € 4.77M, composée du salaire de 21.5% et des bonus 78.5%, y compris les actions et options de la société. détient directement 0.11% des actions de la société, d'une valeur de € 13.42M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.1 ans et 11.1 ans.
Informations clés
David Loew
Directeur général
€4.8m
Rémunération totale
| Pourcentage du salaire du PDG | 21.48% |
| Durée du mandat du directeur général | 5.9yrs |
| Propriété du PDG | 0.1% |
| Durée moyenne d'occupation des postes de direction | 3.1yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 11.1yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 01
IPN: Oncology Safety Concerns And Pipeline Uncertainty Will Limit Future Share Upside
Analysts have lifted the Ipsen fair value estimate from €115 to €117, citing higher modeled revenue growth and slightly stronger profit margins, while Street price targets from banks including Deutsche Bank, JPMorgan and BNP Paribas continue to reset higher despite the recent tazemetostat withdrawal. Analyst Commentary Street research signals a mixed picture for Ipsen, with several large banks lifting their price targets while others highlight risks around the tazemetostat withdrawal and future growth execution.
Mise à jour du récit • May 17
IPN: Future Portfolio Execution And Core Pipeline Will Shape Re Rated Earnings Potential
Analysts have raised Ipsen's price target by €13 to €183, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E that align with recent upward revisions from major banks. Analyst Commentary Recent research updates point to a more constructive stance on Ipsen, with several bullish analysts revisiting their models and price targets.Mise à jour du récit • Apr 24
IPN: Future Portfolio Execution Will Drive Re Rated Earnings Power Potential
Narrative Update on Ipsen The analyst fair value estimate for Ipsen has been revised from €155 to €183. This reflects analysts' updated assumptions on higher revenue growth, a different discount rate, a higher future P/E and recent price target increases and rating changes across several banks.
Mise à jour du récit • Apr 10
IPN: Oncology Pipeline Progress And Safety Setbacks Will Shape Balanced Future Outlook
Analysts have adjusted the Ipsen price target to €151.94, with recent research pointing to updated revenue growth and profit margin assumptions, as well as fresh Street targets around €160 and €170 as key drivers of the new view. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to higher price targets around €160 and €170, which reflects confidence in Ipsen’s ability to execute on its current pipeline and financial framework despite recent product-specific issues.Mise à jour du récit • Mar 27
IPN: Early Oncology Pipeline And Safety Setbacks Will Shape Future Upside
The analyst fair value estimate for Ipsen has shifted from €143 to about €152, as analysts factor in updated price targets around €160 to €170 and recent rating changes that reflect both the impact of the tazemetostat withdrawal and a focus on the broader pipeline and earnings profile. Analyst Commentary Recent research shows a split view on Ipsen, with some bullish analysts lifting price targets toward €160 to €170, while more cautious voices highlight pipeline depth and valuation risks after the tazemetostat withdrawal.Mise à jour du récit • Mar 13
IPN: Oncology Setbacks And Limited Late Stage Pipeline Will Constrain Future Upside
The analyst fair value estimate for Ipsen has shifted from €105 to €115, with analysts pointing to recent price target revisions, mixed views on the company’s pipeline depth, and updated assumptions on margins and future P/E levels as key drivers of the change. Analyst Commentary Recent Street research around Ipsen has focused on shifting views of the company’s pipeline and valuation, with mixed reactions to the withdrawal of tazemetostat and differing opinions on the depth of late stage assets.Mise à jour du récit • Feb 27
IPN: Limited Late Stage Pipeline Will Constrain Future Upside Potential
The analyst fair value estimate for Ipsen has moved from €134.80 to €143.00, reflecting updated assumptions on revenue growth, margins, and future P/E, following recent price target changes from banks that now range from about €125 to €170. Analyst Commentary Recent research on Ipsen reflects a mix of optimism and caution, with target prices clustering between about €125 and €170 and ratings spread across Buy, Neutral, and Equal Weight.Mise à jour du récit • Feb 12
IPN: Competitive Pressures And Thin Pipeline Will Shape A Balanced Outlook
Analysts have increased their fair value estimate for Ipsen to about €135 per share from roughly €133, reflecting updated price targets that incorporate a mix of cautious views on the late stage pipeline and concerns around competitive pressures, alongside modest target increases from others. Analyst Commentary Recent research shows a split view on Ipsen, with some analysts trimming expectations and others nudging targets higher.Mise à jour du récit • Jan 29
IPN: Mixed Ratings And Limited Late Stage Assets Will Shape A Balanced Outlook
Narrative Update The updated analyst price target for Ipsen moves modestly higher to about €133 from about €131. Analysts point to slightly stronger revenue growth and margin assumptions, while also flagging ongoing concerns about limited late stage assets and competitive pressure on Somatuline, as reflected in recent mixed rating and target changes from UBS, Barclays, and BNP Paribas Exane.Mise à jour du récit • Jan 15
IPN: Mixed Ratings And Pipeline Setbacks Will Shape A Cautious Yet Balanced Outlook
Our updated fair value estimate for Ipsen edges up from €130.07 to €130.79. This reflects a blend of mixed Street signals, where some analysts point to valuation constraints and pipeline depth, while others lift price targets in line with current expectations.Mise à jour du récit • Dec 21
IPN: Guidance Upgrade And Competitive Pressures Will Shape A Cautious Yet Balanced Outlook
Analysts have reduced their price target on Ipsen from EUR 130.07 to EUR 105.00, citing increased competitive pressure on Somatuline as a key driver of the downgrade. Analyst Commentary Analysts note that the reduced price target reflects a reassessment of Ipsen's risk and reward profile in light of mounting competition for Somatuline, which is expected to weigh on both top line momentum and margin resilience.Mise à jour du récit • Dec 07
IPN: Guidance Upgrade And Competition Concerns Will Shape Balanced Future Outlook
Analysts have trimmed their price target on Ipsen by approximately EUR 1 to around EUR 130, reflecting slightly lower long term growth and margin expectations amid rising competitive pressure on key drug Somatuline. Analyst Commentary Analyst sentiment around Ipsen has turned more cautious, with recent revisions reflecting heightened concern about the sustainability of growth in key endocrine oncology franchises and the implications for valuation.Mise à jour du récit • Nov 22
IPN: Guidance Upgrade And New Approvals Will Support Balanced Outlook
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.Mise à jour du récit • Nov 07
IPN: Future Opportunities And Risks Are Balanced Following Guidance Upgrade
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.Article d’analyse • Oct 28
Ipsen (EPA:IPN) Seems To Use Debt Rather Sparingly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Mise à jour du récit • Oct 24
Global Approvals And Guidance Will Drive Expanded Patient Access Worldwide
Narrative Update on Ipsen: Analyst Price Target Adjustment Analysts have slightly increased their price target for Ipsen from $128.43 to $129.93. This adjustment is attributed to minor shifts in revenue growth forecasts and updated profit margin estimates.Mise à jour du récit • Sep 25
Pipeline Catalysts And Approvals Will Expand Global Access
Driven by a modest uptick in consensus revenue growth forecasts and a slight increase in the projected future P/E, Ipsen’s analyst price target has inched up from €127.00 to €128.43. What's in the News Ipsen received Japanese regulatory approval for Bylvay (odevixibat) for the treatment of pruritus associated with progressive familial intrahepatic cholestasis (PFIC), with commercialization managed by Ipsen in Japan.Article d’analyse • Sep 07
Are Investors Undervaluing Ipsen S.A. (EPA:IPN) By 41%?
Key Insights Ipsen's estimated fair value is €205 based on 2 Stage Free Cash Flow to Equity Current share price of €120...Article d’analyse • Jul 13
Investors Interested In Ipsen S.A.'s (EPA:IPN) Earnings
Ipsen S.A.'s ( EPA:IPN ) price-to-earnings (or "P/E") ratio of 24.5x might make it look like a strong sell right now...
Nouveau récit • Feb 23
Cabometyx And Tovorafenib Approvals May Strengthen Oncology Portfolio In 2025
Expansion of Onivyde and new product approvals could significantly increase revenue and strengthen market positions in key medical segments.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | €444m |
| Sep 30 2025 | n/a | n/a | €446m |
| Jun 30 2025 | n/a | n/a | €448m |
| Mar 31 2025 | n/a | n/a | €402m |
| Dec 31 2024 | €5m | €1m | €356m |
| Jun 30 2024 | n/a | n/a | €664m |
| Mar 31 2024 | n/a | n/a | €641m |
| Dec 31 2023 | €4m | €988k | €617m |
| Jun 30 2023 | n/a | n/a | €406m |
| Mar 31 2023 | n/a | n/a | €500m |
| Dec 31 2022 | €4m | €950k | €593m |
| Sep 30 2022 | n/a | n/a | €656m |
| Jun 30 2022 | n/a | n/a | €719m |
| Mar 31 2022 | n/a | n/a | €675m |
| Dec 31 2021 | €5m | €950k | €631m |
| Sep 30 2021 | n/a | n/a | €626m |
| Jun 30 2021 | n/a | n/a | €622m |
| Mar 31 2021 | n/a | n/a | €585m |
| Dec 31 2020 | €5m | €475k | €548m |
Rémunération vs marché: La rémunération totale de David ($USD 5.54M ) est dans la moyenne des entreprises de taille similaire sur le marché French ($USD 5.54M ).
Rémunération et revenus: La rémunération de David a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
David Loew (59 yo)
5.9yrs
Titularisation
€4,772,278
Compensation
Mr. David Loew has been the Chief Executive Officer & MD of Ipsen S.A. since July 1, 2020, and serves as its Director since May 28, 2020. Mr. Loew served as an Executive Vice President of Sanofi Pasteur at...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| MD, CEO & Director | 5.9yrs | €4.77m | 0.11% € 13.4m | |
| Executive VP & CFO | 11.6yrs | €1.02m | pas de données | |
| Executive Vice President of Technical Operations | less than a year | pas de données | pas de données | |
| Global Vice President of Investor Relations | no data | pas de données | pas de données | |
| Executive VP & General Counsel | less than a year | pas de données | pas de données | |
| Executive VP & Chief Human Resources Officer | 8.3yrs | pas de données | pas de données | |
| Executive VP & Chief Business Officer | 5.7yrs | pas de données | pas de données | |
| Executive VP | 4.6yrs | pas de données | pas de données | |
| Executive VP & Chief Medical Officer | 3.1yrs | pas de données | pas de données | |
| Executive VP and Head of R&D | 2.8yrs | pas de données | pas de données | |
| Executive VP & Chief Corporate Affairs Officer | 1.8yrs | pas de données | pas de données | |
| Executive VP & Global Head of Neurotoxins | 1.2yrs | pas de données | pas de données |
3.1yrs
Durée moyenne de l'emploi
57yo
Âge moyen
Gestion expérimentée: L'équipe de direction de IPN est considérée comme expérimentée (ancienneté moyenne 3.1 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| MD, CEO & Director | 6.1yrs | €4.77m | 0.11% € 13.4m | |
| Non-Executive Chairman | 15.6yrs | €600.00k | 0.16% € 20.8m | |
| Independent Director | 9yrs | €118.20k | 0.00084% € 106.5k | |
| Director | 11.1yrs | €65.00k | 0.00061% € 77.3k | |
| Vice Chairman | 20.8yrs | €165.00k | 0.0037% € 462.7k | |
| Director | 20.8yrs | €45.00k | 26.57% € 3.4b | |
| Independent Director | no data | pas de données | pas de données | |
| Director | 14yrs | €115.00k | 0.00061% € 77.3k | |
| Director | 14.4yrs | €95.00k | pas de données | |
| Independent Director | 2.7yrs | €115.00k | 0.00061% € 77.3k | |
| Employees Representative Director | 5.6yrs | pas de données | 0.0016% € 207.9k | |
| Employee Representative Director | 4.1yrs | pas de données | 0.0042% € 533.7k |
11.1yrs
Durée moyenne de l'emploi
62.5yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la IPN est chevronné et expérimenté ( 11.1 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/04 13:21 |
| Cours de l'action en fin de journée | 2026/06/04 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Ipsen S.A. est couverte par 25 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Richard Silver | Barclays |
| Charles Pitman | Barclays |
| Yihan Li | Barclays |