Ipsen: North American Head Departs, Former Novartis Executive to Take Over
Ipsen announces the appointment of Michelle C. Werner as the new Executive Vice President (EVP) and President of North America, effective March 23, 2026. She will join the Executive Leadership Team (ELT) and report directly to CEO David Loew.
Michelle C. Werner comes to Ipsen from Alltrna, where she has served as President and CEO since 2022. She brings over 25 years of experience in the pharmaceutical industry. Her career includes roles at Bristol Myers Squibb (BMS), such as Director of Global Market Access Strategy for oncology and virology portfolios (2009), Global Brand Lead for the non-small cell lung carcinoma portfolio (2011), and U.S. Brand Lead for Reyataz® and Evotaz® franchises (2014). She also held positions as the Head of the Immuno-Oncology Franchise and Oncology Business Unit in the US at AstraZeneca (2015), President for the Nordic and Baltic countries based in Sweden (2018), and Global Franchise Head of Hematology (2020). Before joining Alltrna, she was the Global Franchise Head of Solid Tumors at Novartis Oncology starting in July 2020.
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Keira Driansky, the former Executive Vice President and President of North America, is leaving the company to pursue external opportunities. During her two-year tenure at Ipsen, Keira Driansky led a significant transformation of the American subsidiary, contributing to increased sales in the United States and enhancing Ipsen's brand visibility in the American market.
SectorPharmacie et biotechnologies›Vaccins et laboratoires de recherche
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Context
Period
Period: S1 2026
Key reported figures
Revenue: 2 190 millions d'euros
Quarterly revenue: 2 190 millions d'euros
Revenue growth: 20,4 %
EBITDA: 733,9 millions d'euros
EBITDA margin: 40,7 %
Net income: 403,1 millions d'euros
Free cash flow: 651,7 millions d'euros
-1 005 millions d'euros
Guidance from the release
Cette dynamique nous permet de relever nos objectifs financiers pour 2026
Risks mentioned
Arrivée potentielle de génériques du lanréotide, concurrençant les ventes de Somatuline
Effet défavorable des devises d'environ 1 % anticipé sur l'exercice 2026
Impact dilutif des acquisitions de Memo Therapeutics AG et de Kartos Therapeutics sur la marge
Opportunities identified
Plusieurs lancements attendus à court terme d'actifs à potentiel de blockbuster dans les trois aires thérapeutiques
Résultats positifs de Phase III de Dysport dans la migraine épisodique et chronique
Résultats positifs de Phase IIIb ELSPIRE d'Iqirvo dans la cholangite biliaire primitive
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Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
