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Ipsen-JPM-Jan-2026-Investor-Presentation.pdf

上传人: 明**** 编号:1069760 2026-01-17 27页 1.53MB

1、J.P.Morgan Healthcare ConferenceJanuaryIpsen investor presentation2026Forward-looking statementsThis presentation includes only summary information and does not purport to be comprehensive.Forward-looking statements,targets and estimates contained herein are forillustrative purposes only and are bas

2、ed on managements current views and assumptions.Such statements involve known and unknown risks and uncertainties that maycause actual results,performance or events to differ materially from those anticipated in the summary information.Actual results may depart significantly from these targetsgiven

3、the occurrence of certain risks and uncertainties,notably given that a new medicine can appear to be promising at a preparatory stage of development or after clinicaltrials but never be launched on the market or be launched on the market but fail to sell notably for regulatory or competitive reasons

4、.Ipsen must deal with or may have todeal with competition from generic medicines that may result in market-share losses,which could affect its level of growth in sales or profitability.The Company expresslydisclaims any obligation or undertaking to update or revise any forward-looking statements,tar

5、gets or estimates contained in this presentation to reflect any change inevents,conditions,assumptions or circumstances on which any such statements are based,unless so required by applicable law.All medicine names listed in this document are either licensed to Ipsen or are registered trademarks of

6、Ipsen or its partners.The implementation of the strategy has to be submitted to the relevant staff representation authorities in each country concerned,in compliance with the specificprocedures,terms and conditions set forth by each national legislation.In those countries in which public or private-

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1. **战略与愿景**:Ipsen致力于成为全球领先的生物制药公司,聚焦肿瘤、罕见病和神经科学三大领域,2024-2027年动态增长,2028年后实现持续增长。 2. **财务表现**:2025年前三季度总销售额27.35亿欧元(同比+12.1%),剔除Somatuline后增长12.3%;其中罕见病业务同比激增101.0%(2.55亿欧元)。 3. **核心产品**: - 罕见病:Iqirvo(PBC/PSC)和Bylvay(PFIC/ALGS)驱动增长,欧美销售额加速。 - 肿瘤:Tazverik(淋巴瘤)和tovorafenib(儿科胶质瘤)在研,IPN60340(AML)进入II期。 - 神经科学:Dysport(偏头痛)和IPN10200(肉毒素类似物)推进临床。 4. **外部创新**:超30亿欧元资金用于外部合作,包括收购ImCheck Therapeutics(T细胞疗法)。 5. **区域布局**:北美(35%)、欧洲(39%)、其他地区(26%)均衡增长,新兴市场潜力大。
**Ipsen增长动力?** **罕见病药前景?** **创新管线布局?**
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