Pasatru’s approval sets up a market battle in a rare indication where the only available treatment has generated disappointing sales.

Exelixis Inc (EXEL) reports robust Q2 2026 results with $629M in revenues, while navigating slower NET adoption and advancing its zanzalintinib pipeline toward key regulatory milestones.

Ipsen SA (IPSEY) reports 23.5% sales growth and a record 38.6% core operating margin, while navigating generic competition and investing in promising new launches.

Investing.com -- Shares in French drugmaker Ipsen SA slippedon Thursday even as the company’s second-quarter product sales of €1,115 million beat company-compiled consensus of €1,048 million by 6%, or €67 million, helped by strong Somatuline sales amid limited generic competition.

Ipsen stock has delivered an 85.4% return over the past 5 years, yet the valuation picture is split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples suggest the shares are not cheap. Recent news around pipeline progress and setbacks adds another layer for investors who are trying to decide whether the current price around €158.70 still offers value. Over 5 years Ipsen has returned 85.4%, which puts current buyers in the position of...

There are no approved pharmacological treatments for biliary atresia, which is the leading cause of paediatric liver transplant.

0811 GMT – News that Ipsen’s Bylvay drug missed the goal in a rare liver disease study is a small negative for the French drugmaker, which saw the trial as a high-risk event, RBC Capital Markets’ Harry Sephton says in a note. The company said Bylvay in biliary atresia failed to meet the primary goal of a late-stage clinical trial. Biliary atresia likely accounted for half of Ipsen’s 700 million-euro peak sales estimate for Bylvay, but this indication probably represented a small proportion of consensus forecasts of 420 million for the drug’s 2032 sales, RBC says.

An analysis of GlobalData’s Drug Pricing (POLI) & HTA database shows no HTA outcome for Ojemda in the wake of the JCA review.