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Ipsen Terminates Clinical Trial on Progressive Fibrodysplasia Ossificans

French laboratory Ipsen has announced the discontinuation of its Phase II FALKON trial on fidrisertib, following the failure to meet the primary endpoint. The candidate drug was aimed at treating progressive fibrodysplasia ossificans, an ultra-rare bone disease.


Ipsen Terminates Clinical Trial on Progressive Fibrodysplasia Ossificans

Results of the Phase II FALKON Trial

The pivotal Phase II FALKON trial did not demonstrate a reduction in the volume of abnormal new bone formation, known as heterotopic ossification, compared to placebo, the group reports. The study involved adult and child patients with progressive fibrodysplasia ossificans. As a result of these findings, the trial will be closed, the statement specifies. However, the experimental drug fidrisertib was generally well tolerated, with no safety concerns identified during the trial, according to the company. Christelle Huguet, Director of Research and Development at Ipsen, described these results as disappointing for the patient community affected by this disease.

Scope and Structure of the FALKON Trial

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The FALKON trial represents the largest Phase II trial ever conducted on progressive fibrodysplasia ossificans, according to the laboratory. Structured in three parts, it aimed to assess the efficacy, safety, and tolerability of fidrisertib as a first-line treatment. Part A of this global, multicenter trial recruited 113 patients aged 5 years or older, carrying the R206H mutation of the ACVR1 gene or other associated variants. Participants were randomized to receive either a high dose of fidrisertib, a low dose, or a placebo, the statement details. The primary endpoint focused on the annual change in the volume of heterotopic ossification compared to the baseline value.

About Progressive Fibrodysplasia Ossificans

Progressive fibrodysplasia ossificans is a genetic disease caused by pathogenic variants of the ALK2 kinase, leading to irreversible bone formation in soft and connective tissues. Treatment options for patients with this condition are currently limited, Ipsen states. The disease is typically diagnosed at an average age of 5 years and reduces life expectancy to a median age of 56 years, according to the statement. The prevalence of progressive fibrodysplasia ossificans is approximately 1.36 per million individuals worldwide, the group specifies. Fidrisertib is a selective small molecule inhibitor targeting pathogenic variants of the ALK2 kinase, administered orally in capsule form.



Sector Santé · Pharmacie Industrie Pharmaceutique


Assurance vie

Context

Period
  • Period: 2025
Key reported figures
  • Revenue: 3 675,9 millions d'euros
  • Revenue growth: 8,1 %
  • EBITDA: 1 383,3 millions d'euros
  • EBITDA margin: 37,6 %
  • Net income: 444,5 millions d'euros
  • Free cash flow: 1 000,6 millions d'euros
  • Dividend per share: 1,40 €
  • Payout ratio: 26,1 %
Guidance from the release
  • "En 2025, Ipsen a enregistré une croissance solide de son chiffre d'affaires et de son résultat opérationnel."
  • Ipsen a publié ses résultats 2025 et T4 2025: chiffre d'affaires de 3 675,9 millions d'euros, croissance YoY de 8,1%; Résultat opérationnel des activités de 1 294,1 millions d'euros, marge de 35,2%; Résultat net consolidé IFRS de 444,5 millions d'euros; Bénéfice dilué par action IFRS de 5,32 euros; Cash-flow libre de 1 000,6 millions d'euros; Dividende par action de 1,40 euro.
Outlook / guidance
  • Expected revenue: Une croissance des ventes totales supérieure à 13,0 % à taux de change constant en 2026
  • Management commentary: Ipsen prévoit en 2026 une croissance des ventes totales supérieure à 13,0% à taux de change constant et une marge opérationnelle des activités supérieure à 35,0%.

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

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.

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