Key Takeaways Organon completed the JADA System sale to Laborie for up to $465M, with 100 employees to transfer.OGN plans to use net proceeds for debt reduction, supporting its goal to lower net debt to adjusted EBITDA.OGN's JADA System aided 136,000 women in more than 20 countries; the deal values it at 6.5X TTM revenues.Organon & Co. (OGN) announced the completion of the divestiture of its JADA System to Laborie Medical Technologies Corp. The deal is worth up to $465 million, including $440 million paid a ...

JERSEY CITY, N.J.--(BUSINESS WIRE)--Organon announces the successful closing of the sale of its JADA® System to Laborie Medical Technologies Corp. ...

Core Insights - Orogen Royalties Inc. announced significant updates regarding its partner-funded exploration projects and royalties, highlighting a strong performance in 2025 and an optimistic outlook for 2026 [1] 2025 Highlights - Over 37,800 metres of partner-funded drilling were conducted, with an estimated expenditure of $30 million, including more than 21,000 metres focused on resource expansion and conversion at the Navidad/Winter vein target and the Luna zone at the Ermitaño gold-silver mine in Mexico [1] - The company received over $4.1 million from project sales and payments from exploration partners [1] - Four new royalties and three exploration alliances were established, generating over $3.4 million in generative exploration expenditures for copper and gold targets, with more than $2.5 million contributed by alliance partners across western United States and Canada [1] 2026 Outlook - The company plans twelve partner-funded drilling programs totaling an estimated 40,000 metres, excluding drilling plans at the Ermitaño [1] - Three partner-funded alliances will continue in 2026 with Altius Minerals Corp., South32 Limited, and Triple Flag Precious Metals Corp. [1] - Six projects are currently under option to industry partners, with updates expected on resources at the Navidad/Winter gold-silver veins at Ermitaño and ongoing exploration and resource expansion drilling at the MPD South porphyry copper-gold project in British Columbia [1] - The CEO of Orogen noted that the prospect generation business achieved record levels in 2025 for early-stage generative exploration expenditures by alliance partners, drilling metres, and new mineral resource estimates [1]

Key Takeaways OGN received FDA approval extending NEXPLANON's contraceptive use from three years to up to five years.Trial data show no pregnancies in years four and five, showing efficacy across a wide range of BMIs.The approval introduces a new REMS program to certify providers for proper insertion and removal.Organon & Co. (OGN) recently announced that the FDA has approved a supplemental New Drug Application, extending the duration of use of NEXPLANON (etonogestrel implant) 68 mg Radiopaque to up to five ...

India-based Sun Pharmaceutical Industries Ltd is reportedly evaluating a potential acquisition of Organon & Co (NYSE:OGN) , a U.S.-based women's healthcare company.If it goes through, the deal that could become the largest cross-border transaction ever by an Indian drugmaker, according to people familiar with the matter, as cited by The Economic Times.Sun Pharmaceutical has submitted a non-binding all-cash bid and arranged $10–14 billion in acquisition financing.Why It MattersIf completed, the transaction—v ...

Core Viewpoint - Organon's NEXPLANON has received U.S. FDA sNDA approval for an extended duration of use up to five years, which includes data for use in women with varying BMIs [1] Group 1 - The approval allows NEXPLANON to be used for an extended period, enhancing its market potential [1] - The data supporting the approval includes information on its effectiveness and safety for women with different body mass indexes (BMIs) [1]

Company Performance - Organon (OGN) closed at $6.98, reflecting a +2.2% change from the previous day's closing price, outperforming the S&P 500's gain of 0.64% [1] - Over the past month, Organon shares have decreased by 5.14%, while the Medical sector and S&P 500 have increased by 2.25% and 3% respectively [1] Upcoming Financial Results - Organon is expected to report an EPS of $0.74, indicating a 17.78% decline compared to the same quarter last year [2] - Revenue is projected to be $1.53 billion, showing a 3.84% decrease from the year-ago quarter [2] Fiscal Year Estimates - For the entire fiscal year, earnings are estimated at $3.78 per share and revenue at $6.24 billion, reflecting changes of -8.03% and -2.55% respectively from the previous year [3] - Recent analyst estimate revisions suggest a positive outlook on Organon's business operations and profit generation capabilities [3] Valuation Metrics - Organon has a Forward P/E ratio of 1.81, which is significantly lower than the industry average Forward P/E of 15.44 [6] - The company has a PEG ratio of 1.4, compared to the Medical Services industry's average PEG ratio of 1.67 [7] Industry Ranking - The Medical Services industry, which includes Organon, has a Zacks Industry Rank of 156, placing it in the bottom 37% of over 250 industries [8] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [8]

Core Viewpoint - Orogen Royalties Inc. is highlighting Kodiak Copper Corp.'s announcement of an initial Mineral Resource Estimate for its MPD copper-gold porphyry project in British Columbia, which is significant for Orogen due to its royalty interest in the project [1] Group 1: Company Information - Orogen holds a 2% net smelter return royalty on the southern area of the MPD project, which is subject to a 0.5% buydown for C$2 million [1]

Group 1 - The internal investigation focused on sales practices in the United States related to NEXPLANON and two wholesalers, concluding that the primary issue was the "tone at the top" from the CEO's perspective [2] - The investigation has been fully completed, and a detailed remediation plan has been approved by the Audit Committee of the Board [2] - The remediation efforts emphasize the importance of leadership engagement and organizational training to improve practices [3]

Summary of Organon Conference Call Company Overview - **Company**: Organon - **Event**: 37th Annual Piper Sandler Healthcare Conference - **Speakers**: Joe Morrissey (Interim CEO), Matt Walsh (CFO) Key Points Internal Investigation and Remediation - An internal investigation focused on sales practices related to Nexplanon and two wholesalers was concluded, identifying a weakness in the "tone at the top" [2][3] - A detailed remediation plan has been approved by the audit committee, emphasizing ethics training and mechanisms for employees to escalate concerns [2][3] - The investigation found that revenue management around quarter-end orders affected less than 1% of annual revenue and 2% in any quarter, confirming that revenue recognition practices were appropriate [3][5] Financial Performance and Cost Discipline - In 2025, Organon achieved a reduction of $200 million in operating expenses, with continued cost discipline expected in 2026 [11][14] - The adjusted EBITDA margin target of 31% for 2026 is considered challenging due to flattening Nexplanon sales and ongoing investments in Vtama [14][18] Research and Development (R&D) Strategy - The primary R&D focus is on maximizing the value of existing products, including Vtama, while deprioritizing larger, longer-term programs [21][28] - Organon aims to evolve into a more commercially focused organization, potentially leading to significant cuts in the R&D budget [28][30] Nexplanon Product Outlook - Nexplanon is expected to face flat to declining sales in the U.S. due to Title X funding challenges and policy changes affecting Planned Parenthood [39][44] - Internationally, Nexplanon continues to grow, with recent reimbursement wins in Brazil [53][41] - The product lost exclusivity in Europe, but generics have not yet entered the market [44][46] Vtama Sales Performance - Vtama's 2025 sales guidance was lowered due to challenges in volume growth and gross-to-net moderation, with access improving from less than 40% to around 70%-80% in preferred tiers [75][80] - The competitive landscape for topical dermatology products is challenging, but Vtama is positioned to compete based on its efficacy and safety profile [100][102] Established Brands and Market Challenges - Respiratory products, particularly Singulair and Dulera, are facing significant headwinds due to price reductions and loss of contracts [122][136] - The impact of Atozet's loss of exclusivity (LOE) is expected to be less than $75 million in 2026, compared to over $200 million in 2025 [154] Growth Opportunities - Emgality is performing well, with expansion into 22 markets, showcasing Organon's capability to leverage its global infrastructure for growth [156][161] - Organon is open to acquiring additional dermatology-focused assets to capitalize on its existing sales force and capabilities [111][112] Biosimilars and Divestitures - Biosimilars are viewed as a growth driver, with successful launches of Hadlima and plans for further expansion [168][172] - Divestitures will be approached opportunistically to improve capital structure and accelerate deleveraging [180][183] Additional Insights - The company is focused on maintaining a strong balance sheet while exploring strategic partnerships and acquisitions that align with its core capabilities [111][162] - The competitive dynamics in the dermatology space and the broader healthcare market are acknowledged as critical factors influencing future performance [100][102]