Since OpenAI’s launch of ChatGPT Health, internet healthcare share prices have fluctuated significantly. In the period 15-29 January, PAGD and Medlive dropped 15.5% and 21.7% respectively, while Ant Group-backed Ali Health remained relatively stable. Many drug innovators retreated 5-10% after an early rally, but AI-driven Insilico surged 18.8%. With robust innovative pipelines, rapid R&D, and growing product offerings, China's healthcare sector is poised to become a key player in the global mark...
Ipsen nominates Peter Guenter to its Board of Directors PARIS, FRANCE, 29 January 2026 - Ipsen (Euronext: IPN; ADR: IPSEY) announced today the co-optation of Peter Guenter to its Board as a Director, effective January 28, 2026, further to the vacancy of Mr. Henri Beaufour’s position. Peter Guenter holds nearly 40 years of experience as an executive leader in the global pharmaceutical industry. Most recently, he served as Chief Executive Officer of Merck Healthcare and member of the Executive Board of Merck Group from 2021 to 2025. Prior to that, Peter was CEO at Almirall, where from 2017 o...
Ipsen nomme Peter Guenter au sein de son Conseil d’Administration PARIS, FRANCE, 29 janvier 2026 - Ipsen (Euronext: IPN; ADR: IPSEY) annonce aujourd'hui la cooptation de Peter Guenter au sein de son Conseil d'Administration en tant qu'Administrateur, à compter du 28 janvier 2026, suite à la vacance du poste de M. Henri Beaufour. Peter Guenter possède près de 40 ans d'expérience en tant que cadre dirigeant dans l'industrie pharmaceutique mondiale. Plus récemment, il a occupé le poste de Directeur Général de Merck Healthcare et a été membre du Comité Exécutif du groupe Merck de 2021 à 2025. ...
Pierrick Lefranc appointed as Executive Vice President Technical Operations, member of Executive Leadership Team PARIS, FRANCE, 27 January 2026 - Ipsen (Euronext: IPN; ADR: IPSEY) announced today that Pierrick Lefranc will be appointed as Executive Vice President (EVP) and member of the Executive Leadership Team (ELT), as of 1 April 2026. Pierrick will succeed Aidan Murphy, EVP Technical Operations and Member of the ELT, who after 30 years of excellent service at Ipsen, will retire in March 2026. Pierrick brings over 30 years of experience in the pharmaceutical industry. Throughout his ca...
Pierrick Lefranc nommé Vice-Président Exécutif Opérations Techniques et membre du Comité Exécutif PARIS, FRANCE, 27 janvier 2026 - Ipsen (Euronext : IPN ; ADR : IPSEY) annonce aujourd'hui la nomination de Pierrick Lefranc au poste de Vice-Président Exécutif (EVP) et membre du Comité Exécutif (ELT), à compter du 1er avril 2026. Pierrick succédera à Aidan Murphy, EVP des opérations techniques et membre de l'ELT, qui, après 30 ans de bons et loyaux services chez Ipsen, prendra sa retraite en mars 2026. Pierrick apporte plus de 30 ans d'expérience dans l'industrie pharmaceutique. Tout au long...
At the recent investor conference, global investors viewed Chinese healthcare companies with increasing interest and optimism. Impressed by their advanced R&D pipelines and swift R&D-to-market execution capabilities, investors recognised Chinese companies’ potential for innovation and growth, particularly as they presented an array of cuttingedge products ready for global markets. This positive perception reflects a growing confidence in China's healthcare sector as a key player on the internati...
Arbitration tribunal upholds Ipsen’s termination of R&D agreement with Galderma PARIS, FRANCE, 21 January 2026 – Ipsen (Euronext: IPN; ADR: IPSEY) announced that the Arbitral Tribunal of the International Chamber of Commerce (ICC) has issued a final decision in favor of Ipsen, dismissing the claim initiated by Galderma in the arbitration proceedings related to Ipsen’s termination of the R&D agreement. The ICC Tribunal’s decision confirms Ipsen’s full rights to its clinical stage toxin programs in the aesthetic field. “This decisive ICC ruling supports Ipsen’s leadership position in neuros...
Le tribunal arbitral confirme la résiliation par Ipsen de l'accord de R&D conclu avec Galderma PARIS, FRANCE, 21 janvier 2026 - Ipsen (Euronext : IPN ; ADR : IPSEY) annonce que le Tribunal arbitral de la Chambre de commerce internationale (CCI) a rendu une décision finale en faveur d'Ipsen, rejetant la demande introduite par Galderma dans le cadre de la procédure d'arbitrage relative à la résiliation par Ipsen de l'accord de R&D. La décision du tribunal de la CCI confirme la totalité des droits d'Ipsen sur ses programmes toxines en phase clinique dans le domaine de l’esthétique. « Cette dé...
In the first two weeks of Jan 26, Chinese healthcare stocks saw impressive share price increases. Fuelled by AI healthcare themes, Dian Diagnostics soared by 83.0%, while Ali Health and Medlive rose by 42.0% and 37.5% respectively. Expectations of strong revenue and earnings growths in 2026 also led to significant share price increases of 10-30% for drug innovators and CRDMO leaders. China’s healthcare sector will continue to outperform in 2026. Maintain OVERWEIGHT.
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