Report
Christophe-Raphaël Ganet

Ipsen : Feedback conf call : arrêt de la dégradation du newsflow - Achat vs Neutre

>De la résistance et de l’espoir - Voici les principaux éléments que nous retenons:1- Business défensif. Description par le CEO/CFO, d'une activité (par franchise), donnant le sentiment de résilience forte (CA T1 : +8,7% à tcc. dont +12,5% sur les Spécialités).L’avance prise, à fin mars, par Somatuline® (+19,5%) par rapport aux attentes tend à démontrer que le produit gagne des PdM (+20%e aux USA et >+10%e en Europe) et résiste bien au générique d'octreotide...
Underlying
Ipsen SA

Ipsen is global biotechnology specialty care company. Co. engages in research, development, manufacture and sale of pharmaceutical products for human healthcare. Co.'s product portfolio includes pharmaceutical products marketed around the world to specialists working in its targeted therapeutic areas (oncology, endocrinology, neurology and haematology). These products are specialist care drugs. Co. also markets products in other therapeutic areas including gastroenterology, cardiovascular and cognitive disorders. These products are primary care drugs. Co.'s brand names include Decapeptyl®, Somatuline®, Dysport®, Nutropin Aq®, Smecta®, Forlax®, Nisis®,Adrovance®, Exforge® and Adenuric®.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Christophe-Raphaël Ganet

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