How Investors May Respond To Ipsen (ENXTPA:IPN) Positive Long-Term IQIRVO Data in PBC Trial

• Recently, Ipsen presented late-breaking data from the ELATIVE trial at the AASLD Liver Meeting 2025 in Washington, revealing that IQIRVO® showed sustained biochemical response, stabilization of fibrosis markers, and notable symptom improvements over more than three years in primary biliary cholangitis patients.
• Further analysis indicated that IQIRVO may influence fatigue-related mitochondrial pathways, suggesting the treatment's potential long-term impact on disease progression and patient quality of life.
• Next, we'll review how the positive long-term trial results for IQIRVO could affect Ipsen's outlook and future investment narrative.

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Ipsen Investment Narrative Recap

Owning Ipsen means believing in successful innovation within rare diseases and specialty therapies, particularly for conditions like primary biliary cholangitis. The recent ELATIVE trial data on IQIRVO suggests sustained clinical benefit and enhanced symptom control, which could reinforce Ipsen’s position in rare liver disease; however, the primary short-term catalyst remains broader regulatory approvals and market uptake, while the biggest risk continues to be pressure on mature brands from generic competition. The news does not substantially alter this risk-reward balance in the near term.

Among recent announcements, Ipsen’s decision in October to raise its 2025 sales and margin guidance ties directly to optimism around specialty product launches like IQIRVO. This higher guidance signals management’s confidence in translating their clinical advancements and expanding the commercial footprint, which could provide support for sentiment, especially if upcoming reimbursement and regulatory milestones are secured for key products.

But in contrast, anyone considering an investment should not lose sight that significant revenue remains exposed to generic competition, which means…

Read the full narrative on Ipsen (it's free!)

Ipsen's narrative projects €4.3 billion revenue and €801.2 million earnings by 2028. This requires 4.6% yearly revenue growth and a €353.3 million earnings increase from €447.9 million today.

Uncover how Ipsen's forecasts yield a €130.79 fair value, in line with its current price.

Exploring Other Perspectives

Simply Wall St Community members estimate Ipsen’s fair value between €130.79 and €170.22, based on two individual analyses. Even as many see upside, the recurring risk from generic alternatives remains a central consideration for long-term performance and worth exploring in your decision process.

Explore 2 other fair value estimates on Ipsen - why the stock might be worth as much as 31% more than the current price!

Build Your Own Ipsen Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Ipsen research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Ipsen research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ipsen's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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