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Ipsen (IPN) investor relations material
Ipsen Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary22 Oct, 2025
Executive summary
Total sales grew 13.7% in Q3 and 12.1% year-to-date at constant exchange rates, with strong contributions from all therapeutic areas, notably Iqirvo, Bylvay, and Somatuline.
Upgraded full-year 2025 guidance: sales growth now expected around 10% (previously above 7%) and core operating margin around 35% (previously more than 32%).
Portfolio outside Somatuline grew 16.7% in Q3 and 12.3% year-to-date; rare disease sales doubled both in Q3 and year-to-date, led by Bylvay and Iqirvo.
Significant pipeline progress, including the proposed acquisition of ImCheck Therapeutics for EUR 350 million and positive data for IPN10200.
Regulatory approvals for Bylvay in Japan and Cabometyx in the EU for new indications.
Financial highlights
Q3 2025 total sales reached €915m, up 13.7% year-over-year; YTD sales at €2,735m, up 12.1%.
Rare Disease portfolio sales surged 109.1% in Q3 and 101.0% YTD, driven by Bylvay and Iqirvo.
Oncology sales up 7% in Q3 and 6.6% YTD; Neuroscience sales rose 9.1% in Q3 and 9.5% YTD.
Somatuline sales increased 11.7% YTD, benefiting from limited generic competition.
Adverse currency impact of -2.6 percentage points on YTD 2025 sales.
Outlook and guidance
Full-year 2025 total sales growth expected around 10% at constant exchange rates, with core operating margin guidance raised to around 35% of total sales.
Currency headwinds expected to reduce total sales by about 3%.
Anticipates gradual Somatuline erosion in 2026 as generics enter, but expects continued growth from other portfolio areas.
R&D as a percentage of sales expected to slightly increase from 20% in 2026 due to pipeline investments.
Guidance assumes limited impact from lanreotide generics and accelerated growth in other products.
How does ICT01 acquisition strengthen oncology pipeline?
Somatuline generic impact: long-term strategy?
IPN10200's potential in aesthetics market?
Somatuline erosion impact on 2026 margins
ICT01 safety profile impact on patient expansion
IPN10200 efficacy vs. market toxins
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Frequently asked questions
Ipsen S.A. is a global biopharmaceutical company focused on developing and commercializing innovative therapies in the areas of oncology, rare diseases, and neuroscience. The company’s portfolio includes a range of specialty care products aimed at improving patient outcomes in these therapeutic areas. Ipsen’s research and development efforts emphasize cutting-edge treatments, particularly in areas of high unmet medical need. In addition to its core pharmaceutical activities, Ipsen also operates in consumer healthcare, offering a range of over-the-counter products to support general health and wellness. The company is headquartered in Boulogne-Billancourt, France, and its shares are listed on the Euronext Paris.
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