Core Insights - Organon & Co. reported mixed Q1 FY25 results, with a revenue decline of 7% year-over-year to $1.51 billion, primarily due to a 17% decline in Biosimilars and an 11% drop in Established Brands following the loss of Atozet exclusivity [2] - The company announced a significant dividend cut from $0.28 to $0.02, representing a decrease of over 92%, which led to a more than 28% drop in its stock price on the same day [2] Company Investigation - Bragar Eagel & Squire, P.C. is investigating potential claims against Organon on behalf of its stockholders, focusing on possible violations of federal securities laws and other unlawful business practices [1]

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth?The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, inte ...

LOS ANGELES, May 6, 2025 /PRNewswire/ -- The DJS Law Group announces that it is investigating claims on behalf of investors of Organon & Co. ("Organon" or "the Company") (NYSE: OGN) for violations of the securities laws.INVESTIGATION DETAILS: The investigation focuses on whether the Company issued misleading statements and/or failed to disclose information pertinent to investors. As part of its Q1 2025 earnings release, Organon announced it was slashing its quarterly dividend by approximately 90% despite pr ...

Group 1 - The law firm Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving Organon & Co., focusing on whether false or misleading statements were made by the company and its executives [1][2] - Organon announced a significant dividend cut of approximately 90% on May 1, 2025, which led to a stock price decline of more than 28% [3] Group 2 - Organon is identified as a global healthcare company primarily focused on improving women's health [2] - Robbins Geller is recognized as one of the leading law firms in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [4]

SAN DIEGO, May 02, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving Organon & Co. (NYSE: OGN) focused on whether Organon and certain of its top executives made false and/or misleading statements and/or failed to disclose material information to investors. If you have information that could assist in the Organon investigation or if you are an Organon investor who suffered a loss and would like to learn more, you can prov ...

Group 1 - The Conservative Income Portfolio targets value stocks with high margins of safety and aims to reduce volatility through well-priced options [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - Trapping Value and Preferred Stock Trader collaborate to provide income-generating portfolios and a bond ladder, focusing on capital preservation [3] Group 2 - Organon (NYSE: OGN) has been followed and traded by the company for a long time, with similarities noted to VTRS [2] - The Covered Calls Portfolio aims for lower volatility income investing with an emphasis on capital preservation [2] - The fixed income portfolio focuses on acquiring securities with high income potential and significant undervaluation compared to peers [2]

Sales Performance - Worldwide sales for the three months ended March 31, 2025, were $1.5 billion, a decrease of 7% compared to 2024, negatively impacted by approximately 3% or $44 million due to unfavorable foreign exchange rates [98]. - Sales in the United States increased by 11% to $412 million for the three months ended March 31, 2025, compared to $371 million in 2024 [98]. - International sales decreased by 12% to $1.1 billion for the three months ended March 31, 2025, compared to $1.25 billion in 2024 [98]. - Nexplanon sales increased by 13% to $248 million for the three months ended March 31, 2025, driven by increased demand and favorable pricing in the United States [102][103]. - NuvaRing sales declined by 43% to $22 million for the three months ended March 31, 2025, due to ongoing generic competition and increased government discount rates in the United States [104]. - Follistim AQ sales increased by 49% to $69 million for the three months ended March 31, 2025, due to a one-time buy-in and favorable discount rates in the United States [106]. - Hadlima sales reached $47 million during the three months ended March 31, 2025, reflecting continued ramp-up since its July 2023 launch in the United States [108][109]. - Atozet's loss of exclusivity negatively impacted sales by approximately $63 million during the three months ended March 31, 2025 [99]. - Ontruzant sales declined 54% to normalized levels in Brazil and lower demand in the U.S. for the three months ended March 31, 2025 [110]. - Brenzys sales decreased 39% due to the timing of international tenders in Brazil for the same period [110]. - Atozet sales fell 42% primarily due to loss of exclusivity in France and Spain, with expectations of continued decline in 2025 [112]. - Combined sales of Zetia and Vytorin decreased 4%, driven by demand decrease and pricing pressure in international markets [113]. - Cozaar and Hyzaar sales declined 18% due to decreased demand in China and Japan, along with mandatory price reductions in Japan [114]. - Singulair sales decreased 24% due to lower respiratory infections in China and reduced demand in Japan [115]. Financial Overview - Gross profit decreased 12% to $841 million for the three months ended March 31, 2025, impacted by unfavorable pricing and decreased sales [120]. - Research and development expenses decreased 14% to $96 million, primarily due to reduced clinical study activity [124]. - Restructuring costs increased to $86 million, with expected annual savings of approximately $200 million from cost-saving initiatives [126]. - Cash and cash equivalents as of March 31, 2025, were $547 million, with working capital increasing to $1.76 billion [131][132]. Market and Risk Management - No changes to market risk were reported for the quarter ended March 31, 2025 [142]. - For detailed market risk exposure, refer to the Annual Report on Form 10-K for the year ended December 31, 2024 [142]. - Recently issued accounting standards are discussed in Note 2 of the Condensed Consolidated Financial Statements [141]. Corporate Developments - The acquisition of Tofidence from Biogen includes an upfront payment of $51 million and potential milestone payments of up to $45 million based on net sales [96].

Core Insights - Organon reported $1.51 billion in revenue for Q1 2025, a year-over-year decline of 6.7% and an EPS of $1.02 compared to $1.22 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $1.52 billion, resulting in a surprise of -0.73%, while the EPS exceeded expectations by 14.61% [1] Revenue Breakdown - Revenue from Established Brands-International-Respiratory-Dulera was $10 million, below the estimated $12.32 million, reflecting a -23.1% change year-over-year [4] - Revenue from Established Brands-International-Respiratory-Clarinex was $34 million, slightly below the estimate of $34.23 million, showing a -5.6% change year-over-year [4] - Revenue from Women's Health-International-NuvaRing was $16 million, below the estimated $17.23 million, representing a -27.3% change year-over-year [4] - Revenue from Women's Health-U.S.-NuvaRing was $6 million, compared to the estimated $8.12 million, indicating a -62.5% year-over-year change [4] - Revenue from Women's Health-Nexplanon/Implanon NXT was $248 million, exceeding the estimate of $234.36 million, with a +12.7% change year-over-year [4] - Revenue from Women's Health-Follistim AQ was $69 million, surpassing the estimate of $55.63 million, reflecting a +50% change year-over-year [4] - Total revenue from Established Brands was $887 million, below the estimated $918.89 million, showing an -11.4% change year-over-year [4] - Total revenue from Biosimilars was $141 million, slightly below the estimate of $144.88 million, representing a -17.1% change year-over-year [4] - Total revenue from Women's Health was $463 million, exceeding the estimate of $435.11 million, with a +9.7% change year-over-year [4] - Total revenue from Other was $22 million, below the estimated $25.18 million, indicating a -24.1% change year-over-year [4] - Revenue from Women's Health-NuvaRing was $22 million, below the estimated $24.64 million, reflecting a -42.1% change year-over-year [4] - Revenue from Biosimilars-Renflexis was $57 million, slightly above the estimate of $53.74 million, showing a -17.4% change year-over-year [4] Stock Performance - Shares of Organon have returned -12.2% over the past month, compared to the Zacks S&P 500 composite's -0.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Organon (OGN) came out with quarterly earnings of $1.02 per share, beating the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $1.22 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 14.61%. A quarter ago, it was expected that this pharmaceutical company would post earnings of $0.86 per share when it actually produced earnings of $0.90, delivering a surprise of 4.65%.Over the last four quarters, the com ...

Financial Performance - Revenue for Q1 2025 was $1.513 billion, a decrease of 7% as reported and 4% ex-FX, compared to $1.622 billion in Q1 2024[13, 53] - Adjusted EBITDA was $484 million, representing a 32% Adjusted EBITDA margin[13] - Adjusted diluted EPS was $1.02[13] - Free Cash Flow was $71 million, improved from $6 million in Q1 2024[30] Segment Performance - Women's Health franchise grew by 12% ex-FX, with total revenue of $463 million[17, 20] - Nexplanon is on track to achieve over $1 billion in revenue in 2025[20] - Biosimilars revenue was $141 million, a decrease of 15% ex-FX[21] - Established Brands revenue was $887 million, a decrease of 8% ex-FX[25] Geographic Performance - The U S represents approximately 27% of total Organon revenue[15] - Approximately 75% of FY sales are generated ex-US[15] Guidance and Outlook - Full year 2025 revenue guidance is unchanged at $6 125 billion-$6 325 billion[42] - The company anticipates a foreign exchange translation headwind of approximately $200 million, but there is potential upside at current rates[42]