Ipsen Management
Management criteria checks 4/4
Ipsen's CEO is David Loew, appointed in Jul 2020, has a tenure of 5.75 years. total yearly compensation is €4.77M, comprised of 21.5% salary and 78.5% bonuses, including company stock and options. directly owns 0.091% of the company’s shares, worth €12.21M. The average tenure of the management team and the board of directors is 5 years and 9.9 years respectively.
Key information
David Loew
Chief executive officer
€4.8m
Total compensation
| CEO salary percentage | 21.48% |
| CEO tenure | 5.8yrs |
| CEO ownership | 0.09% |
| Management average tenure | 5yrs |
| Board average tenure | 9.9yrs |
Recent management updates
Recent updates
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.
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.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.
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.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.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.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.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.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.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.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.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.Ipsen (EPA:IPN) Seems To Use Debt Rather Sparingly
Oct 28
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 $129.93. This adjustment is attributed to minor shifts in revenue growth forecasts and updated profit margin estimates.Pipeline Catalysts And Approvals Will Expand Global Access
Driven by a modest uptick in consensus revenue growth forecasts and a slight increase in the projected future P/E, Ipsen’s analyst price target has inched up from €127.00 to €128.43. What's in the News Ipsen received Japanese regulatory approval for Bylvay (odevixibat) for the treatment of pruritus associated with progressive familial intrahepatic cholestasis (PFIC), with commercialization managed by Ipsen in Japan.Are Investors Undervaluing Ipsen S.A. (EPA:IPN) By 41%?
Sep 07Investors Interested In Ipsen S.A.'s (EPA:IPN) Earnings
Jul 13Ipsen (EPA:IPN) Is Increasing Its Dividend To €1.40
May 16
Cabometyx And Tovorafenib Approvals May Strengthen Oncology Portfolio In 2025
Expansion of Onivyde and new product approvals could significantly increase revenue and strengthen market positions in key medical segments.CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | €444m |
| Sep 30 2025 | n/a | n/a | €446m |
| Jun 30 2025 | n/a | n/a | €448m |
| Mar 31 2025 | n/a | n/a | €402m |
| Dec 31 2024 | €5m | €1m | €356m |
| Jun 30 2024 | n/a | n/a | €664m |
| Mar 31 2024 | n/a | n/a | €641m |
| Dec 31 2023 | €4m | €988k | €617m |
| Jun 30 2023 | n/a | n/a | €406m |
| Mar 31 2023 | n/a | n/a | €500m |
| Dec 31 2022 | €4m | €950k | €593m |
| Sep 30 2022 | n/a | n/a | €656m |
| Jun 30 2022 | n/a | n/a | €719m |
| Mar 31 2022 | n/a | n/a | €675m |
| Dec 31 2021 | €5m | €950k | €631m |
| Sep 30 2021 | n/a | n/a | €626m |
| Jun 30 2021 | n/a | n/a | €622m |
| Mar 31 2021 | n/a | n/a | €585m |
| Dec 31 2020 | €5m | €475k | €548m |
Compensation vs Market: David's total compensation ($USD5.57M) is about average for companies of similar size in the French market ($USD5.59M).
Compensation vs Earnings: David's compensation has been consistent with company performance over the past year.
CEO
David Loew (58 yo)
5.8yrs
Tenure
€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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| MD, CEO & Director | 5.8yrs | €4.77m | 0.091% € 12.2m | |
| Executive VP & CFO | 11.4yrs | €1.02m | no data | |
| Executive Vice President of Technical Operations | no data | no data | no data | |
| Global Vice President of Investor Relations | no data | no data | no data | |
| Executive VP & General Counsel | less than a year | no data | no data | |
| Executive VP & Chief Human Resources Officer | 8.1yrs | no data | no data | |
| Head of Nordics & Baltics | 9yrs | no data | no data | |
| Executive VP & Chief Business Officer | 5.5yrs | no data | no data | |
| President of Fondation Ipsen | no data | no data | no data | |
| Executive VP | 4.4yrs | no data | no data | |
| Executive VP & Chief Medical Officer | 2.9yrs | no data | no data | |
| Executive VP and Head of R&D | 2.6yrs | no data | no data |
5.0yrs
Average Tenure
55yo
Average Age
Experienced Management: IPN's management team is considered experienced (5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| MD, CEO & Director | 5.9yrs | €4.77m | 0.091% € 12.2m | |
| Non-Executive Chairman | 15.4yrs | €600.00k | 0.17% € 22.6m | |
| Independent Director | 8.8yrs | €118.20k | 0.00084% € 112.3k | |
| Director | 10.9yrs | €65.00k | 0.00061% € 81.6k | |
| Independent Director | 4.3yrs | €112.60k | 0.00061% € 81.6k | |
| Vice Chairman | 20.7yrs | €165.00k | 0.0037% € 488.2k | |
| Director | 20.7yrs | €45.00k | 26.57% € 3.6b | |
| Director | 13.8yrs | €115.00k | 0.00061% € 81.6k | |
| Director | 14.3yrs | €95.00k | 0.00061% € 81.6k | |
| Independent Director | 2.5yrs | €115.00k | 0.00061% € 81.6k | |
| Employees Representative Director | 5.4yrs | no data | 0.00085% € 113.7k | |
| Employee Representative Director | 3.9yrs | no data | 0.0030% € 403.9k |
9.9yrs
Average Tenure
62yo
Average Age
Experienced Board: IPN's board of directors are considered experienced (9.9 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/29 06:30 |
| End of Day Share Price | 2026/04/29 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Ipsen S.A. is covered by 25 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Charles Pitman | Barclays |
| Yihan Li | Barclays |
| Charles Pitman | Barclays |