Ipsen Boosts Financial Guidance Amid Strong Sales Growth

Ipsen Reports Robust Sales Performance
In a remarkable display of growth, Ipsen has reported a year-to-date total sales growth of 12.1% at constant exchange rates (CER) for 2025, with reported sales up by 9.6%. This performance illustrates strong contributions from various therapeutic areas, particularly Iqirvo®, Bylvay®, and Somatuline®.
Upgraded Financial Guidance for 2025
With the positive sales momentum, Ipsen has announced an upgrade of its financial guidance for the full year 2025. The company anticipates overall sales growth of about 10%, surpassing previous guidance of 7%. Additionally, the core operating margin is projected to reach approximately 35% of total sales, up from earlier expectations of over 32%.
CEO's Insights
David Loew, Chief Executive Officer of Ipsen, expressed his enthusiasm regarding the sales growth: "We have demonstrated strong momentum through the first nine months of 2025, with solid growth across all therapeutic areas. This performance leads us to upgrade our financial guidance accordingly." Loew also highlighted encouraging results from the Phase II LANTIC trial in aesthetics and the strategic acquisition of ImCheck Therapeutics to broaden their oncology pipeline.
Sales Breakdown by Therapeutic Area
Analyzing the sales performance from the year-to-date results, the oncology segment generated €1,912 million, reflecting a 4.5% increase. Rare diseases followed closely, achieving a remarkable 97% sales increase, amounting to €255.4 million. The neuroscience segment also performed well, reporting €567.3 million in sales, indicating 5.8% growth compared to the previous year.
Expanding Oncology Pipeline
As part of its commitment to innovation, Ipsen has proposed acquiring ImCheck Therapeutics, aiming to enhance its pipeline in oncology. This acquisition is expected to bring ImCheck's leading Phase I/II program into their portfolio, focusing on the treatment of unfit acute myeloid leukemia (AML), and is set to start phase IIb/III studies in 2026.
Product Developments and Regulatory Approvals
Noteworthy advancements have been made in Ipsen's product lineup as well. Recently, the company announced that Bylvay® has received regulatory approval for treating pruritus associated with progressive familial intrahepatic cholestasis (PFIC) in Japan. Additionally, European Commission approval was granted for Cabometyx® in the treatment of advanced neuroendocrine tumors after positive outcomes in clinical trials.
Conference Call and Future Outlook
A conference call for investors and analysts is scheduled, where Ipsen will discuss its results and future outlook. Investors can expect to gain insights into the anticipated market conditions and strategic initiatives shaping the company's future growth.
Frequently Asked Questions
What prompted Ipsen to upgrade its financial guidance?
Ipsen upgraded its guidance due to strong sales growth across therapeutic areas, especially from their rare diseases and oncology segments.
How much did Ipsen's sales grow in the third quarter of 2025?
The company reported a total sales growth of 9.6% in the third quarter compared to the previous year.
What are the key therapeutic areas for Ipsen?
Ipsen focuses on oncology, rare diseases, and neuroscience as its primary therapeutic areas.
What is the significance of the acquisition of ImCheck Therapeutics?
The acquisition is aimed at enhancing its oncology pipeline with a promising first-in-class asset targeting acute myeloid leukemia.
When will Ipsen publish its full-year results for 2025?
Ipsen plans to publish its full-year and fourth-quarter results on February 12, 2026.
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