Pharmaceutical Sales: 100% (2025)

TOP 3 Markets:

1. USA: approx. 35%
2. Europe (excluding France): approx. 30%
3. France: approx. 15%

Ipsen S.A. is a globally active biopharmaceutical company that focuses on specialty medicines. The company's entire revenue comes from the pharmaceutical industry, with the key therapeutic areas being oncology, neuroscience, and rare diseases.

The USA represents the largest market for Ipsen, attributed to the high demand for specialized pharmaceutical products and the company's strategic focus on this market. Europe, especially excluding France, is also a significant market, followed by France itself. These markets benefit from Ipsen's strong presence and established distribution channels.

Production sites of Ipsen S.A.:

1. France: Ipsen has several production facilities in France, including in Dreux and Signes.
2. Ireland: A significant production site is located in Dublin.
3. China: Ipsen also operates a production plant in Wuxi.

Ipsen S.A. is a globally active pharmaceutical company that has strategically distributed its production capacities in various countries to efficiently serve both local and international markets. The production sites specialize in the manufacturing of medicines used in the fields of oncology, neuroscience, and rare diseases.

Revenue Growth: Estimated 6-8% annually (2025 forecast)
Focus on R&D Investments: 20% of revenue (2024)

Ipsen S.A. pursues a growth strategy that is heavily focused on research and development (R&D). The company invests approximately 20% of its revenue in R&D to expand its pipeline of innovative drugs, particularly in the areas of oncology, rare diseases, and neuroscience.

Another strategic focus is on geographical expansion, especially in the USA and emerging markets. Ipsen aims to strengthen its market presence through targeted acquisitions and partnerships to gain access to new technologies and markets.

Additionally, Ipsen is focusing on optimizing its existing product lines and introducing new therapies to drive revenue growth. The strategy also includes improving operational efficiency to increase profitability.

Main raw materials: Peptides, organic chemicals, pharmaceutical active ingredients

Import countries: USA, China, India, Germany

Ipsen S.A. is a globally operating pharmaceutical company that relies on a variety of raw materials for the production of its products. The most important materials include peptides and organic chemicals, which serve as the basis for the development of medications. These raw materials are often imported from countries such as the USA, China, and India, which are leading in the production and supply of pharmaceutical active ingredients.

Germany is also a significant partner, especially for high-quality pharmaceutical active ingredients and technologies. The selection of supplier countries is based on the availability of specialized raw materials and the quality of products that must meet the strict regulatory requirements of the pharmaceutical industry.

Market share in the oncology segment: 10% (2024, estimated)
R&D expenses: 20% of revenue (2023)
Patent portfolio: 150 active patents (2023)

Ipsen S.A. has a significant competitive advantage, especially in the field of oncology, where the company holds an estimated market share of 10%. This is supported by a strong pipeline of innovative drugs and intensive research and development, with 20% of revenue invested in R&D.

The extensive patent portfolio with 150 active patents secures Ipsen against competitors in the long term and enables the company to offer unique therapies. In addition, the company benefits from strategic partnerships and alliances that facilitate access to new technologies and markets.

Institutional Investor Share: approximately 60% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last year (2025, estimated)

The institutional investor share at Ipsen S.A. is around 60%, which is typical for a company of this size and industry. Institutional investors include pension funds, investment funds, and other large financial institutions that are typically long-term oriented.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders have confidence in the current company strategy and performance. Such transactions are often seen as an indicator of the company's future development.

Market share of Ipsen S.A.: Estimate: 3-5% (2025)

Main competitors and their market shares:

1. Pfizer Inc.: 10-12%
2. Roche Holding AG: 9-11%
3. Novartis AG: 8-10%
4. Sanofi S.A.: 7-9%
5. Johnson & Johnson: 6-8%
6. Merck & Co., Inc.: 5-7%
7. AstraZeneca plc: 4-6%
8. Bristol-Myers Squibb: 4-5%
9. GlaxoSmithKline plc: 3-5%
10. Ipsen S.A.: 3-5%

Ipsen S.A. is a medium-sized pharmaceutical company that focuses on specialized therapies in the fields of oncology, neuroscience, and rare diseases. The company's market share is relatively small compared to industry giants.

The economic moat of Ipsen S.A. primarily lies in its specialization in niche markets and the development of innovative therapies. This focus allows Ipsen to be a leader in certain areas, even though it is not among the largest players in the overall market.

In comparison to larger competitors with more extensive resources and a broader product portfolio, Ipsen's economic moat is less pronounced. Companies like Pfizer and Roche have stronger competitive advantages due to their size, research and development budgets, and global presence.

Nevertheless, Ipsen can strengthen its position in specialized segments and further enhance its economic moat through strategic partnerships, targeted acquisitions, and continuous innovations.

Revenue Growth: 8.5% (2024) Research and Development Ratio: 15% of revenue (2024) Net Income Growth: 10% (2024)

Ipsen S.A. recorded solid revenue growth of 8.5% in 2024, attributed to a strong product pipeline and successful market launches. The company continues to heavily invest in research and development, with 15% of revenue allocated to this area. These investments are crucial for long-term competitiveness, especially in the pharmaceutical sector.

The 10% net income growth demonstrates Ipsen's ability to increase profitability, indicating efficient cost structures and successful product strategies. These metrics suggest that Ipsen is well positioned to achieve further growth in the coming years.

Overall, Ipsen S.A. could present an attractive investment opportunity, especially for investors focusing on long-term growth in the pharmaceutical sector. The strong R&D ratio and consistent income growth are positive indicators for the company's future development.

Dividend Yield: 2.5% (2024)

Dividend History: Continuous payout over the last 5 years

Ipsen S.A. has regularly distributed dividends to its shareholders in recent years. The dividend yield was last around 2.5%, which is competitive compared to other companies in the pharmaceutical industry.

The reliability of dividend payments from Ipsen S.A. is high, as the company has a solid financial foundation and has paid dividends continuously over the past five years. This suggests that Ipsen S.A. aims to provide its shareholders with stable returns.