Ipsen shares: Price analysis before buying or selling

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Yes

ISIN code: FR0010259150

Ticker: EPA: IPN

Index or market: Euronext Paris

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Elements to consider before selling or buying Ipsen shares

Analysis N°1

The Ipsen share is known for being classified as a growth stock. Long-term trends in stock charts will therefore need to be watched closely.

Analysis N°2

The price of this share is particularly sensitive to the statements of the Allergan Company, which holds the patent for Botox, or to statements from another of its competitors, namely Specialty Pharma.

Analysis N°3

You will obviously need to follow the evolution of the development strategy implemented by the group with a target in 2020 with the greatest attention.

Analysis N°4

The various alliances recently set up by Ipsen should also show their first results in the months or years to come.

Analysis N°5

The first financial impact of the marketing of Cabometyx against kidney cancer in Europe will be of great importance in 2019. There should also be a possible marketing authorization for Telotristat against carcinoid syndrome.

Analysis N°6

Each year, you should also closely monitor the increase in sales in specialty medicine, family health and the evolution of the operating margin according to the objectives set by the group.

Analysis N°7

Finally, the evolution of the shareholding is also something to watch since the wishes of the founding family Beaufour who remain holders of 68.3% of the shares and the 81.5% of the voting rights remain unclear between a possible buyout of the minority shareholders and an expansion of free float.

Analysis before buying or selling Ipsen shares

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General presentation of Ipsen

The French company Ipsen is one of the international specialists in the pharmaceutical sector. It specializes in the research, development, production and sale of drugs and medical treatments. You can divide the activities into different hubs depending on the share of turnover generated.

The commercialisation of drugs represents more than 98.4% of the turnover of the Ipsen Company. 58% of these drugs relate to oncological treatments, 18.4% relate to the treatment of neuromuscular disorders, 14% relate to the treatment of gastroenterological disorders, 5.2% relate to endocrinology treatments and 2.8% to drugs against cognitive disorders.

The major competitors of Ipsen

You should also keep in mind that the competition in this sector is particularly high so take this into account when analysing this share. Now discover more about the main competitors and opponents of the group and their detailed presentation:

Sanofi

Of course, Ipsen's main competitor is none other than the giant Sanofi which is also a French company mainly engaged in pharmacy activities with prescription drugs in the treatment of diabetes, rare diseases, and sclerosis. Plaques and oncology as well as consumer health products and generic drugs and vaccines. Also bar in mind that the Sanofi group is currently the third largest laboratory in the world in terms of turnover. It makes most of its profits outside the European market and employs over 100,000 people across around 100 different countries.

Novartis

You should also take into account competition from the Novartis group, a Swiss laboratory which has existed since 1996 and resulted from the merger of two laboratories, Ciba-Geigy and Sandoz. The group carries out a large part of its activities in the field of research, aimed at having a catalogue of several different patented products at all times. Actually, according to numerous rankings, it's one of the most innovative companies on a world scale with particularly important investments in R&D.

Merck

Remaining on the subject of Ipsen's competition, you should focus on the German group Merck , which has existed since 1668 and operates in the field of pharmaceuticals and chemicals. Currently, the group employs over 55,000 people around the world and operates in over 66 different countries. Among the main activities of this group are the production of original pharmaceuticals, generic drugs and other offers in the field of chemicals. Currently, the Merck group is one of the world's largest manufacturers of certain product categories such as liquid crystals, in which it holds more than 60% of the world market share.

Roche

Finally, you should also analyse the Roche company , which is a Swiss company also specialized in the pharmaceutical field and is also one of the leading companies in this sector worldwide. This company has been operating since 2004 in two main categories of activity, including the pharmaceutical sector and the diagnostic sector. It's also the world leader in the field of cancer drugs as well as in virology. It's particularly specialized in the individualized medicine sector. The group operates in no less than 150 different countries.

The major partners of Ipsen

The Ipsen group owes its growing success to its ability to innovate by developing new generation drugs in specific, highly sought-after segments. But it also uses partnerships as a lever for its development strategy. Here are some examples of partnerships between Ipsen and other companies in various sectors.

Oncodesign

The first partnership we will talk about here is the one set up in 2016 between Ipsen and Oncodesign. This strategic partnership in the field of oncology has enabled Oncodesign to carry out preclinical testing of Ipsen's research programmes in oncology. In addition, Oncodesign teams have joined Ipsen's largest research and development centre based on the Paris-Saclay plateau, at the very heart of an ecosystem that brings together researchers, grandes écoles, research centres and leading industrial groups. The two companies have already been working together for more than 20 years on various research and development projects within the framework of service relationships, co-developments and a research partnership set up in 2012. Under this new partnership, Ipsen will be able to use Oncodesign's experimental models and new approaches in pharmacology, based on pharmaco-imaging and biomarker detection. This new alliance demonstrates a collaboration model that has already proven successful in the past with a new 5-year renewable collaboration based on the establishment of a joint research team based simultaneously at Ipsen's site in the US and Oncodesign's site in Dijon. During this period, Oncodesign will receive a guaranteed minimum amount each year to fund research efforts at Les Ulis and at its Dijon platform. In addition, Oncodesign will receive a variable remuneration linked to the volume of activity around Ipsen's programmes.

PeptiMimesis

Another interesting partnership to study is the one set up between Ipsen and PeptiMimesis, a start-up created on the basis of a project set up by INSERM and the University of Strasbourg and financed by SATT Conectus Alsace. The two companies have announced the signature of a research partnership and a licensing option for the development and sale of new therapeutic peptides in the field of oncology. The Ipsen group has thus combined its expertise in the design and development of peptides with PeptiMimesis' skills in the field of transmembrane peptide identification and intracellular signalling. This project targets the receptor involved in different phases of cancer development with angiogenesis, immune tolerance or proliferation.

Dassault Systèmes

In 2016, Ipsen set up a slightly more surprising partnership with the company Dassault Systèmes. The aim of this cooperation agreement is to use the software specialist's digital tools, simulation and 3D model solutions to change and boost its R&D for new drugs.

Debiopharm

More recently, in 2019, Ipsen announced the renewal of another important partnership. This is the partnership with Debiopharm regarding the renewal of an agreement on Decapeptyl. The two companies will extend their collaboration until 2034 with the development, production and sale of this product on the European markets and in some Asian and African countries. Under this agreement, the two companies will jointly develop new formulations and explore new therapeutic indications for patient populations with unmet medical needs. The two companies began collaborating in the 1980s and this new partnership reinforces the long-term commitment to patients by offering the benefits of Decapeptyl for the treatment of locally advanced prostate cancer, endometriosis, uterine fibroids, central precocious puberty or early endocrine responsive breast cancer.

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The factors in favour of a rise in the Ipsen share price:

The main strength of the Ipsen Company is of course its specialization in very specific and precise sectors. The family business is specialized in peptides and toxins and its main objective is to quickly become the world reference in the treatment of disabling diseases.

The Ipsen group has also benefited from a strong rise in medical specialty in recent years. This generates no less than 82% of the total sales made by Ipsen. Here again, the three main areas of activity that generate the most margin for Ipsen are endocrinology with Somatuline, neurology with Dysport and uro-oncology. These activities generate more profits than activities linked to general medicine and are less sensitive to competition from other large laboratories.

Ispsen can also count the effectiveness of its international development among its strengths. The group benefits from a strong global presence with an excellent balance between Europe and the rest of the world.

Ipsen is of course an innovative company that relies heavily on its research and development above all. Each year, it invests more than 20% of its turnover in R&D, which allows it to stay ahead in the field of peptides and toxins.

By 2019, Ipsen should also obtain European marketing authorization for its treatment against kidney cancer Cabometyx, already on sale in the United States and which should further boost the growth and profits of this laboratory. .

Finally, the Ipsen group does not intend to stop there and is considering many other major acquisitions in order to develop even more new products.

The factors in favour of a drop in the Ipsen share price:

Of course, although the strengths of the Ipsen company are many and lead us to believe in a future increase in its share price on the stock market, you should also be aware of the various weak points of the company and the disadvantages of this value. Here is a summary of the weaknesses of the Ipsen group.

Among the obstacles to the development of Ipsen, are the problems encountered in Europe, more specifically in France with regard to the end of the reimbursement of certain products. These measures lead to a net decline in sales for the community medicine sector and additional pressure on the pricing of these drugs.

Furthermore, the success and profitability of Ipsen is mainly based on 3 types of drugs which alone achieve more than 2/3 of sales. This dependence on only a few products exposes the group to certain risks.

Although we recognise the distribution of the Ipsen group's activities around the world, certain shortcomings concerning the American market are still weighing on its profitability. The group's presence in fact remains insufficient in the USA.

Another factor slowing down the activity of the Ipsen group, the slowdown in growth in emerging countries will lead to a decline of around 3 to 5% in sales of general medicine products in just a few years.

The investments made in the company Octero Pharm will show late effects as well, i.e. not before 2020 in terms of first revenue.

Finally, analysts aren't ruling out a possible financing during the next two years in order to guarantee the development of the Onivyde Company.

The information supplied here is only for indicative purposes and should not be used without the completion of a comprehensive and complete fundamental analysis of this asset notably taking into account exterior data, future publications and announcements and all fundamental events and news that could influence the strengths and weaknesses or make them more or less significant. This information does not in any way constitute recommendations relating to the completion of transactions or a solicitation to buy or sell an asset.

Frequently Asked Questions

On which stock market indices are Ipsen shares found?

Like many large listed companies, the Ipsen share price is found on several stock market indices. The company is of course part of the composition of the SBF 120 stock market index, along with the CAC Mid 60 and other stock market indices such as the CAC All Share, the CAC All Tradable, the CAC Mid Small, Euronext CDP Environment France EW, Euronext CDP Environment France Ex Oil and Stoxx Europe 600.

How has the Ipsen share performed over the past 5 years?

It is interesting to get insight on the performance achieved by the Ipsen share over the past few years. Bear in mind that over the course of one year, the stock lost 15.41% of its value. When we look at the performance over two years, there is a loss of 33.19%. This loss drops to -22.44% over three years and finally, over the last five years, the group has managed to record a positive performance gaining 42.31%.

What were the latest results published by the Ipsen group?

The latest results known to date for the Ipsen group are the results for the 2019 financial year. The group posted a net result of -50 million euros on this balance sheet. The 2019 PER for the Ipsen group was 12.70 with a dividend of € 1 and a return close to 6.74. You can consult the details of these results on the company's website.

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Analysis before buying or selling Ipsen shares