Ipsen マネジメント
マネジメント 基準チェック /24
Ipsenの CEO はDavid Loewで、 Jul2020年に任命され、 の在任期間は 5.92年です。 の年間総報酬は€ 10.42Mで、 9.8%給与と90.2%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.11%を直接所有しており、その価値は€ 13.67M 。経営陣と取締役会の平均在任期間はそれぞれ3.1年と11.1年です。
主要情報
David Loew
最高経営責任者
€10.4m
報酬総額
| CEO給与比率 | 9.84% |
| CEO在任期間 | 5.9yrs |
| CEOの所有権 | 0.1% |
| 経営陣の平均在職期間 | 3.1yrs |
| 取締役会の平均在任期間 | 11.1yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 15
IPN: Oncology And Rare Liver Pipeline Progress Will Shape Balanced Future Outlook
The analyst price target for Ipsen has been raised from €151.94 to €159.25. Analysts cite the company's oncology, rare liver disease and neuroscience portfolio, along with profit margin assumptions and P/E expectations, to justify the change.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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 $129.93. This adjustment is attributed to minor shifts in revenue growth forecasts and updated profit margin estimates.ナラティブの更新 • Sep 25
Pipeline Catalysts And Approvals Will Expand Global Access
Driven by a modest uptick in consensus revenue growth forecasts and a slight increase in the projected future P/E, Ipsen’s analyst price target has inched up from €127.00 to €128.43. What's in the News Ipsen received Japanese regulatory approval for Bylvay (odevixibat) for the treatment of pruritus associated with progressive familial intrahepatic cholestasis (PFIC), with commercialization managed by Ipsen in Japan.分析記事 • Sep 07
Are Investors Undervaluing Ipsen S.A. (EPA:IPN) By 41%?
Key Insights Ipsen's estimated fair value is €205 based on 2 Stage Free Cash Flow to Equity Current share price of €120...分析記事 • Jul 13
Investors Interested In Ipsen S.A.'s (EPA:IPN) Earnings
Ipsen S.A.'s ( EPA:IPN ) price-to-earnings (or "P/E") ratio of 24.5x might make it look like a strong sell right now...
新しいナラティブ • Feb 23
Cabometyx And Tovorafenib Approvals May Strengthen Oncology Portfolio In 2025
Expansion of Onivyde and new product approvals could significantly increase revenue and strengthen market positions in key medical segments.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Dec 31 2025 | €10m | €1m | €444m |
| Sep 30 2025 | n/a | n/a | €446m |
| Jun 30 2025 | n/a | n/a | €448m |
| Mar 31 2025 | n/a | n/a | €402m |
| Dec 31 2024 | €5m | €1m | €356m |
| Jun 30 2024 | n/a | n/a | €664m |
| Mar 31 2024 | n/a | n/a | €641m |
| Dec 31 2023 | €4m | €988k | €617m |
| Jun 30 2023 | n/a | n/a | €406m |
| Mar 31 2023 | n/a | n/a | €500m |
| Dec 31 2022 | €4m | €950k | €593m |
| Sep 30 2022 | n/a | n/a | €656m |
| Jun 30 2022 | n/a | n/a | €719m |
| Mar 31 2022 | n/a | n/a | €675m |
| Dec 31 2021 | €5m | €950k | €631m |
| Sep 30 2021 | n/a | n/a | €626m |
| Jun 30 2021 | n/a | n/a | €622m |
| Mar 31 2021 | n/a | n/a | €585m |
| Dec 31 2020 | €5m | €475k | €548m |
報酬と市場: Davidの 総報酬 ($USD 11.87M ) は、 French市場 ($USD 5.64M ) の同規模の企業の平均を上回っています。
報酬と収益: Davidの報酬は過去 1 年間で 20% 以上増加しました。
CEO
David Loew (59 yo)
5.9yrs
在職期間
€10,417,318
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| MD, CEO & Director | 5.9yrs | €10.42m | 0.11% € 13.7m | |
| Executive VP & CFO | 11.6yrs | €1.02m | データなし | |
| Executive Vice President of Technical Operations | less than a year | データなし | データなし | |
| Global Vice President of Investor Relations | no data | データなし | データなし | |
| Executive VP & General Counsel | less than a year | データなし | データなし | |
| Executive VP & Chief Human Resources Officer | 8.3yrs | データなし | データなし | |
| Executive VP & Chief Business Officer | 5.7yrs | データなし | データなし | |
| Executive VP | 4.6yrs | データなし | データなし | |
| Executive VP & Chief Medical Officer | 3.1yrs | データなし | データなし | |
| Executive VP and Head of R&D | 2.8yrs | データなし | データなし | |
| Executive VP & Chief Corporate Affairs Officer | 1.8yrs | データなし | データなし | |
| Executive VP & Global Head of Neurotoxins | 1.2yrs | データなし | データなし |
3.1yrs
平均在職期間
57yo
平均年齢
経験豊富な経営陣: IPNの経営陣は 経験豊富 であると考えられます ( 3.1年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| MD, CEO & Director | 6.1yrs | €10.42m | 0.11% € 13.7m | |
| Non-Executive Chairman | 15.6yrs | €600.00k | 0.16% € 21.2m | |
| Independent Director | 9yrs | €170.00k | 0.00084% € 108.4k | |
| Director | 11.1yrs | €110.95k | 0.00061% € 78.7k | |
| Vice Chairman | 20.8yrs | €189.32k | 0.0037% € 471.1k | |
| Director | 20.8yrs | €60.00k | 26.57% € 3.4b | |
| Independent Director | no data | €135.00k | データなし | |
| Director | 14yrs | €170.35k | 0.00061% € 78.7k | |
| Director | 14.4yrs | €155.00k | データなし | |
| Independent Director | 2.7yrs | €170.00k | 0.00061% € 78.7k | |
| Employees Representative Director | 5.6yrs | データなし | 0.0016% € 211.7k | |
| Employee Representative Director | 4.1yrs | データなし | 0.0042% € 543.3k |
11.1yrs
平均在職期間
62.5yo
平均年齢
経験豊富なボード: IPNの 取締役会 は経験豊富で 経験豊富 です ( 11.1年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/23 11:14 |
| 終値 | 2026/06/23 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Ipsen S.A. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26
| アナリスト | 機関 |
|---|---|
| Richard Silver | Barclays |
| Charles Pitman | Barclays |
| Yihan Li | Barclays |