Earnings summaries and quarterly performance for Organon &.
Executive leadership at Organon &.
Joseph Morrissey
Detailed
Interim Chief Executive Officer
CEO
Aaron Falcione
Detailed
Executive Vice President and Chief Human Resources Officer
Daniel Karp
Detailed
Executive Vice President, Corporate Development
Juan Camilo Arjona Ferreira
Detailed
Executive Vice President, Head of Research & Development and Chief Medical Officer
Kirke Weaver
Detailed
Executive Vice President, General Counsel and Corporate Secretary
Matthew Walsh
Detailed
Executive Vice President and Chief Financial Officer
Rachel Stahler
Detailed
Executive Vice President and Chief Digital & Growth Officer
Vittorio Nisita
Detailed
Executive Vice President and Head of Enterprise Services & Solutions
Board of directors at Organon &.
Alan Ezekowitz
Detailed
Director
Carrie S. Cox
Detailed
Executive Chair
Cynthia M. Patton
Detailed
Director
Deborah Leone
Detailed
Director
Grace Puma
Detailed
Director
Helene Gayle
Detailed
Director
Philip Ozuah
Detailed
Director
Ramona A. Sequeira
Detailed
Director
Robert Essner
Detailed
Lead Independent Director
Rochelle B. Lazarus
Detailed
Director
Shalini Sharp
Detailed
Director
Research analysts who have asked questions during Organon & earnings calls.
Jason Gerberry
Bank of America Merrill Lynch
4 questions for OGN
Also covers: ALKS, AMPH, ARWR +21 more
Umer Raffat
Evercore ISI
4 questions for OGN
Also covers: ALKS, AMGN, BHC +15 more
David Amsellem
Piper Sandler Companies
3 questions for OGN
Also covers: ABBV, ALKS, AMGN +27 more
Michael Nedelcovych
TD Cowen
3 questions for OGN
Also covers: BHC, CHRS, MOLN +4 more
Balaji Prasad
Barclays
2 questions for OGN
Also covers: ALVO, AMRX, ELAN +7 more
Ethan Brown
JPMorgan Chase & Co.
2 questions for OGN
Also covers: PRGO
Terence Flynn
Morgan Stanley
2 questions for OGN
Also covers: ABBV, AMGN, ARVN +17 more
Alex Riesemann
Piper Sandler Companies
1 question for OGN
Also covers: SUPN, XERS
Christopher Schott
JPMorgan Chase & Co.
1 question for OGN
Also covers: ABBV, AMGN, AMRX +15 more
Recent press releases and 8-K filings for OGN.
Organon Provides 2026 Outlook and Operational Updates
OGN
Guidance Update
Demand Weakening
New Projects/Investments
- Organon concluded its internal investigation into Nexplanon sales practices, finding issues related to "tone at the top" with a financial impact of less than 1% of annual revenue, and has a detailed remediation plan in place.
- The company achieved $200 million in operating expense reductions in 2025 but anticipates challenges in meeting its 31% adjusted EBITDA margin target for 2026 due to Nexplanon flattening and continued investment in Vtama.
- Nexplanon is projected to be flat globally in 2026, with US sales facing headwinds, while Vtama's access is expected to improve significantly to 70%-80% preferred tier access in 2026.
- Established brands, particularly Respiratory products, face ongoing headwinds, but the overall LOE impact across all established brands in 2026 is expected to be less than $75 million, a significant reduction from over $200 million for Atozet alone in 2025.
- Emgality and biosimilars are highlighted as key growth drivers, and Organon is pursuing opportunistic divestitures to accelerate deleveraging.
4 days ago
Organon Discusses Investigation Conclusion, 2026 Outlook, and Strategic Priorities at Piper Sandler Conference
OGN
Guidance Update
Demand Weakening
New Projects/Investments
- Organon concluded its internal investigation into Nexplanon sales practices, finding a revenue impact of less than 1% of annual revenue and 2% in any quarter, with no need to revise financial statements. Remediation efforts are in progress, and the practices are expected to wash out by Q4 2025.
- While $200 million in operating expenses were removed in 2025, the company anticipates that achieving a 31% adjusted EBITDA margin will be challenging in 2026 due to a flat Nexplanon outlook and ongoing Vtama investments.
- Nexplanon is projected to be flat globally in 2026, with the U.S. market facing headwinds from Title X funding and macroeconomic factors, while international growth continues.
- The financial impact from loss of exclusivity (LOE) for established brands is expected to be less than $75 million in 2026, a significant reduction from the over $200 million impact of Atozet alone in 2025.
- Organon is strategically focusing R&D on existing products and lifecycle management, deprioritizing larger programs to improve leverage, and pursuing opportunistic business development that leverages its established infrastructure, such as the growing Emgality partnership and biosimilar launches.
4 days ago
Organon Discusses 2026 Outlook, Nexplanon Performance, and Cost Discipline
OGN
Guidance Update
Demand Weakening
New Projects/Investments
- Organon concluded its internal investigation into U.S. sales practices for Nexplanon, confirming that revenue recognition was appropriate and the financial reporting impact was less than 1% of annual revenue.
- The company achieved $200 million in operating expense reductions in 2025 and plans continued cost discipline, but anticipates its 31% adjusted EBITDA margin target will be challenging in 2026 due to Nexplanon flattening and ongoing Vtama investments.
- Nexplanon is projected to be flat globally in 2026, with U.S. sales potentially flat to declining due to Title X funding issues and macroeconomic factors.
- While Established Brands face headwinds from Respiratory products, the impact of Atozet's loss of exclusivity is expected to be significantly reduced to less than $75 million in 2026, with Emgality and biosimilars identified as growth drivers.
4 days ago
Organon Presents Positive VTAMA Cream Data for Pediatric Atopic Dermatitis
OGN
Product Launch
New Projects/Investments
- Organon will present new sub-analysis data on VTAMA cream at the 2025 American College of Allergy, Asthma & Immunology (ACAAI) Annual Scientific Meeting on November 8, 2025, demonstrating early and consistent response in children aged 2-17 with atopic dermatitis, including those with associated comorbidities.
- The data from Phase 3 ADORING 1 and ADORING 2 trials showed significant improvements in skin clearance (vIGA-AD), eczema severity (EASI scores), patient-reported outcomes (POEM), and itch (PP-NRS).
- The U.S. FDA approved VTAMA cream for the topical treatment of atopic dermatitis in adults and pediatric patients 2 years and older in December 2024.
- This sub-analysis represents the largest pediatric data set to date for VTAMA, supporting its favorable safety and efficacy profile for children 2 years and older.
Nov 8, 2025, 1:00 PM
Organon Sells JADA System to Laborie
OGN
M&A
Debt Issuance
- Organon is divesting its JADA postpartum hemorrhage treatment system to Laborie Medical Technologies for up to $465 million, including $440 million at closing.
- The transaction, expected to close by Q1 2026, aims to help Organon reduce its $8.9 billion debt and strategically refocus on its women's health biopharma portfolio, moving away from medtech devices.
- Organon had acquired the JADA system in 2021 for $240 million.
- JADA sales grew 40% to $61 million in 2024, with the deal valuation representing over six times its annual revenues.
Nov 8, 2025, 2:41 AM
Organon announces agreement to sell JADA® system
OGN
M&A
Debt Issuance
New Projects/Investments
- Organon has entered into an agreement to sell its JADA® system to Laborie Medical Technologies Corp. for up to $465 million.
- The net proceeds from this sale will be allocated towards debt reduction, reinforcing Organon's ongoing efforts to lower its debt.
- This divestiture is intended to position Organon for future investments in growth opportunities, with a focus on women's health biopharmaceuticals and other strategic priorities.
Nov 7, 2025, 11:08 PM
Organon announces agreement to divest JADA system
OGN
M&A
Debt Issuance
New Projects/Investments
- Organon has agreed to sell its JADA system to Laborie Medical Technologies Corp. for up to $465 million.
- The transaction includes $440 million payable at closing, with a potential additional $25 million contingent on achieving certain 2026 revenue targets.
- The net proceeds from the sale will be used for debt reduction and to support future investments in women's health biopharmaceuticals and other strategic priorities.
- The transaction is expected to close in the first quarter of 2026.
Nov 7, 2025, 11:06 PM
Organon to Divest JADA® System to Laborie
OGN
M&A
Debt Issuance
New Projects/Investments
- Organon has agreed to sell its JADA® system to Laborie Medical Technologies Corp. for a total consideration of up to $465 million.
- The transaction includes an initial payment of $440 million at closing, with an additional conditional payment of up to $25 million tied to 2026 revenue targets.
- The net proceeds from the transaction will be used to reduce debt and to invest in future growth opportunities, particularly in women's health and biopharmaceuticals.
- Approximately 100 Organon employees are expected to join Laborie as part of the agreement.
- The transaction is anticipated to close in the first quarter of 2026.
Nov 7, 2025, 11:06 PM
Organon Announces Agreement to Sell JADA® System to Laborie
OGN
M&A
- Organon (OGN) has agreed to sell its JADA® system to Laborie Medical Technologies Corp. for up to $465 million. This includes a $440 million payment at closing and a potential additional $25 million contingent on 2026 revenue targets.
- The net proceeds from this sale will be used to reduce Organon's debt, aligning with the company's goal to lower its net debt to adjusted EBITDA ratio.
- This divestiture is intended to strengthen Organon's financial capacity, enabling investment in women's health biopharmaceuticals and other strategic growth opportunities.
- The transaction, which values JADA at 6.5 times its last 12 months' revenue, is anticipated to close in the first quarter of 2026, subject to regulatory approvals.
Nov 7, 2025, 11:06 PM
Organon Announces Divestiture of JADA® System to Laborie
OGN
M&A
Debt Issuance
New Projects/Investments
- Organon has agreed to divest its JADA® System to Laborie Medical Technologies Corp. for up to $465 million USD, comprising $440 million USD at closing and a potential $25 million USD based on 2026 revenue targets.
- The net proceeds from this transaction will be utilized for debt reduction, aligning with Organon's strategy to improve its balance sheet and fund future investments in women's health biopharmaceuticals.
- The divestiture, which includes the transfer of approximately 100 employees, is anticipated to close in the first quarter of 2026.
Nov 7, 2025, 7:30 PM
Quarterly earnings call transcripts for Organon &.
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