Core Insights - Organon reported $1.59 billion in revenue for Q4 2024, a slight year-over-year decline of 0.4% but a positive surprise of +1.68% over the Zacks Consensus Estimate of $1.57 billion [1] - The earnings per share (EPS) for the quarter was $0.90, which is an increase from $0.88 a year ago, and represents a surprise of +4.65% over the consensus estimate of $0.86 [1] Revenue Performance by Segment - Revenue from Established Brands in the U.S. for Respiratory was $13 million, exceeding the estimated $9.49 million, marking a significant year-over-year increase of +62.5% [4] - Revenue from Biosimilars in the U.S. for Renflexis was $52 million, below the estimated $57.86 million, reflecting a year-over-year decline of -17.5% [4] - International revenue from Women's Health for NuvaRing was $18 million, surpassing the estimated $16.25 million, but showing a year-over-year decrease of -5.3% [4] - U.S. revenue from Women's Health for NuvaRing was $6 million, significantly lower than the estimated $8.33 million, indicating a year-over-year decline of -62.5% [4] - Revenue from Women's Health for Nexplanon/Implanon NXT was $258 million, exceeding the estimated $239.15 million, with a year-over-year increase of +11.7% [4] - Total revenue from Established Brands was $934 million, above the estimated $895.83 million, representing a year-over-year increase of +2.1% [4] - Revenue from Women's Health for NuvaRing was $24 million, slightly below the estimated $24.58 million, with a year-over-year decline of -31.4% [4] - Revenue from Women's Health for Ganirelix Acetate Injection was $28 million, exceeding the estimated $26.34 million, showing a year-over-year increase of +27.3% [4] - Revenue from Biosimilars for Renflexis was $65 million, below the estimated $73.61 million, reflecting a year-over-year decline of -15.6% [4] - Revenue from Biosimilars for Ontruzant was $34 million, slightly below the estimated $35.90 million, with a year-over-year decline of -45.2% [4] - Revenue from Biosimilars for Brenzys was $15 million, significantly lower than the estimated $22.07 million, indicating a year-over-year decline of -46.4% [4] - Revenue from Biosimilars for Aybintio was $6 million, below the estimated $10.13 million, reflecting a year-over-year decline of -33.3% [4] Stock Performance - Over the past month, Organon shares have returned -6.6%, contrasting with the Zacks S&P 500 composite's +3.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Company Performance - Organon reported quarterly earnings of $0.90 per share, exceeding the Zacks Consensus Estimate of $0.86 per share, and showing an increase from $0.88 per share a year ago, representing an earnings surprise of 4.65% [1] - The company posted revenues of $1.59 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 1.68%, and compared to year-ago revenues of $1.6 billion [2] - Over the last four quarters, Organon has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Outlook - Organon shares have declined approximately 1.5% since the beginning of the year, while the S&P 500 has gained 2.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.92 on revenues of $1.58 billion, and for the current fiscal year, it is $4.02 on revenues of $6.35 billion [7] Industry Context - The Medical Services industry, to which Organon belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Organon Cautionary Note Regarding Non-GAAP Financial Measures This presentation contains "non-GAAP financial measures," which are financial measures that either exclude or include amounts that are correspondingly not excluded or included in the most directly comparable measures calculated and presented in accordance with U.S. generally accepted accounting principles ("GAAP"). Specifically, the company makes use of the non-GAAP financial measures Adjusted EBITDA, Adjusted EBITDA margin, Adjusted gross margin ...

Exhibit 99.1 Media Contacts: Karissa Peer Investor Contacts: Jennifer Halchak (614) 314-8094 (201) 275-2711 Kate Vossen Renee McKnight (732) 675-8448 (551) 204-6129 1 · Full year 2024 revenue of $6.4 billion, up 2% as-reported and 3% at constant currency · Full year 2024 diluted earnings per share of $3.33 and non-GAAP Adjusted diluted earnings per share of $4.11 · Full year 2024 Adjusted EBITDA of $1.96 billion inclusive of $81 million of IPR&D, representing a 30.6% Adjusted EBITDA margin · Full year 2025 ...

Company Performance - Organon (OGN) closed at $14.62, reflecting a -1.81% change from the previous day, underperforming compared to the S&P 500's daily loss of 0.95% [1] - The stock has decreased by 6.94% over the past month, contrasting with the Medical sector's gain of 5.16% and the S&P 500's gain of 1.86% [1] Earnings Forecast - Organon is expected to release its earnings on February 13, 2025, with projected earnings per share (EPS) of $0.86, indicating a 2.27% decrease from the same quarter last year [2] - The consensus estimate for quarterly revenue is $1.57 billion, down 2.03% from the previous year [2] Analyst Estimates - Recent changes to analyst estimates for Organon are crucial as they reflect short-term business trends and analysts' confidence in the company's performance [3] - A 2.27% decline in the Zacks Consensus EPS estimate has been noted over the past month, with Organon currently holding a Zacks Rank of 3 (Hold) [5] Valuation Metrics - Organon has a Forward P/E ratio of 3.7, significantly lower than the industry's average Forward P/E of 17.62, indicating a valuation discount [6] - The company has a PEG ratio of 0.78, compared to the Medical Services industry's average PEG ratio of 1.6 [6] Industry Context - The Medical Services industry, part of the Medical sector, holds a Zacks Industry Rank of 181, placing it in the bottom 28% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Group 1: Company Performance - Organon (OGN) closed at $15.97, reflecting a +0.82% increase, outperforming the S&P 500's gain of 0.53% [1] - Over the past month, Organon shares increased by 6.17%, surpassing the Medical sector's gain of 2.85% and the S&P 500's gain of 1.24% [1] Group 2: Upcoming Earnings Report - Organon is set to release its earnings report on February 13, 2025, with projected earnings per share (EPS) of $0.87, indicating a 1.14% decrease from the same quarter last year [2] - The consensus estimate for revenue is $1.57 billion, down 1.69% from the prior-year quarter [2] Group 3: Analyst Estimates and Stock Performance - Recent changes to analyst estimates for Organon are crucial for investors, as positive revisions indicate optimism about the company's outlook [3] - The Zacks Rank system, which reflects these estimate changes, provides actionable ratings for investors [4] Group 4: Zacks Rank and Valuation - Organon currently holds a Zacks Rank of 4 (Sell), with a 2.72% decrease in the consensus EPS estimate over the last 30 days [5] - The company has a Forward P/E ratio of 3.95, significantly lower than the industry average of 17.47, indicating it is trading at a discount [6] - Organon's PEG ratio is 0.83, compared to the Medical Services industry's average PEG ratio of 1.67 [6] Group 5: Industry Context - The Medical Services industry, part of the Medical sector, has a Zacks Industry Rank of 150, placing it in the bottom 41% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - Organon (OGN) closed at $16.26, with a gain of +1.82% from the previous trading session, outperforming the S&P 500's loss of 1.46% [1] - Over the past month, Organon shares increased by 6.04%, surpassing the Medical sector's gain of 1.84% and the S&P 500's gain of 1.08% [1] Upcoming Earnings - Organon's earnings report is scheduled for February 13, 2025, with projected earnings per share (EPS) of $0.87, reflecting a 1.14% decrease from the same quarter last year [2] - The consensus estimate for revenue is $1.57 billion, down 1.87% from the prior-year quarter [2] Analyst Estimates - Recent changes to analyst estimates for Organon are important as they reflect near-term business trends, with positive revisions indicating a favorable outlook on the company's health and profitability [3] - The Zacks Consensus EPS estimate has shifted 0.97% downward over the past month, resulting in a Zacks Rank of 4 (Sell) for Organon [5] Valuation Metrics - Organon is currently trading with a Forward P/E ratio of 3.93, significantly lower than the industry average of 17.43 [6] - The company has a PEG ratio of 0.83, compared to the Medical Services industry average PEG ratio of 1.56 [6] Industry Context - The Medical Services industry, part of the Medical sector, has a Zacks Industry Rank of 159, placing it in the bottom 37% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

The most recent trading session ended with Organon (OGN) standing at $15.88, reflecting a +0.89% shift from the previouse trading day's closing. The stock's performance was ahead of the S&P 500's daily gain of 0.88%. Elsewhere, the Dow gained 1.24%, while the tech-heavy Nasdaq added 0.65%.Prior to today's trading, shares of the pharmaceutical company had gained 7.07% over the past month. This has outpaced the Medical sector's loss of 0.32% and the S&P 500's gain of 1.17% in that time.Analysts and investors ...

If you like what you have just read and want to receive at least 4 exclusive stock tips every week focused on Pharma, Biotech and Healthcare, then join me at my marketplace channel, Haggerston BioHealth . Invest alongside the model portfolio or simply access the investment bank-grade financial models and research. I hope to see you there.I have been tracking the progress of Organon (NYSE: OGN ), spun out of Pharma giant Merck ( MRK ), ever since it first began trading as a separate entity back in MayThe gro ...

Key Points Company and Industry 1. **Company**: Organon & Co. (NYSE:OGN) 2. **Industry**: Healthcare, specifically pharmaceuticals and biotechnology 3. **Event**: JPMorgan Annual Healthcare Conference Call 4. **Date**: January 13, 2025 5. **Time**: 6:45 PM ET Core Views and Arguments 1. **Solid 2024 Performance**: CEO Kevin Ali highlights a strong 2024, particularly growth in Nexplanon, the company's core product, with a 15% increase in sales both domestically and internationally [5]. 2. **Nexplanon Growth**: Nexplanon's sales growth is attributed to its strong performance, with a significant increase in the third quarter of 2024 [5]. 3. **Emgality Deal**: Organon's partnership with Lilly on Emgality is expected to generate approximately $100 million in revenue for the year 2024, with potential for expansion into additional territories, including emerging markets [5]. Other Important Content 1. **Management Team**: The call features CEO Kevin Ali and CFO Matt Walsh from Organon & Co. [1]. 2. **Conference Participants**: The call is hosted by Chris Schott from JPMorgan [1]. 3. **Focus on 2025**: The conversation primarily focuses on Organon's business outlook and performance in 2024, with a forward-looking perspective towards 2025 [4].