Organon Q3 2022 Earnings · · · ORGANON™ Disclaimer statement This text should be viewed in conjunction with Organon's Q3 2022 earnings call Safe Harbor for Forward-Looking Statements Except for historical information herein, this presentation includes "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including, but not limited to, statements about management's expectations about Organon's future financial performance a ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION ________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File No. 001-40235 Organon & Co. Washington, D.C. 20549 _____________________ Form 10-Q (Exact name of registrant as specified in its charter) Dela ...

Organon & Co. (NYSE:OGN) Q2 2022 Earnings Conference Call August 4, 2022 8:30 AM ET Company Participants Jennifer Halchak - Vice President, Investor Relations Kevin Ali - Chief Executive Officer Matt Walsh - Chief Financial Officer Sandra Milligan - Head, R&D Conference Call Participants Jason Gerberry - Bank of America Umer Raffat - Evercore David Amsellem - Piper Sandler Greg Fraser - Truist Securities Operator Ladies and gentlemen, thank you for standing by. At this time, I would like to welcome everyone ...

Organon Q2 2022 Earnings · · ORGANON™ Disclaimer statement This text should be viewed in conjunction with Organon's Q2 2022 earnings call Safe Harbor for Forward-Looking Statements Except for historical information herein, this presentation includes "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including, but not limited to, statements about management's expectations about Organon's future financial performance and ...

Organon Q1 2022 Earnings · · ORGANON™ Disclaimer statement This text should be viewed in conjunction with Organon's Q1 2022 earnings call Safe Harbor for Forward-Looking Statements Except for historical information herein, this presentation includes "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including, but not limited to, statements about management's expectations about Organon's future financial performance and ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ Form 10-Q ________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File No. 001-40235 Organon & Co. (Exact name of registrant as specified in its charter) (Ad ...

Organon & Co (NYSE:OGN) Q1 2022 Earnings Conference Call May 5, 2022 8:30 AM ET Company Participants Jennifer Halchak - VP, IR Kevin Ali - CEO & Director Matthew Walsh - EVP & CFO Conference Call Participants Jason Gerberry - Bank of America Merrill Lynch Terence Flynn - Morgan Stanley Eric Musonza - Evercore ISI Chris Shibutani - Goldman Sachs Group David Amsellem - Piper Sandler & Co. Gregory Fraser - Truist Securities Michael Nedelcovych - Cowen and Company Operator Ladies and gentlemen, thank you for st ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ Form 10-K _____________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File No. 001-40235 Organon & Co. (Exact name of registrant as specified in its charter) (State ...

Summary of Organon & Co. Conference Call Company Overview - **Company**: Organon & Co. (NYSE: OGN) [1] - **Event**: 42nd Annual Cowen Health Care Conference [1] Key Points Discussed Industry Focus - The conference primarily centered on the **women's health** sector, highlighting its significance in Organon's product portfolio [4] Product Performance - **NEXPLANON**: - Achieved the highest sales in Q4, marking a record quarter for the product [4] - Management expressed confidence in maintaining this sales level, indicating a new growth trajectory for NEXPLANON [5] Management Insights - **Kevin Ali** (CEO) emphasized the importance of understanding the background of sales growth, suggesting that it was a result of a strategic building process [5] Additional Important Information - The management team included key figures such as the CEO, CFO, Head of R&D, and Head of Investor Relations, indicating a strong leadership presence during the conference [2][3]

Summary of Organon & Co. Conference Call Company Overview - **Company**: Organon & Co. (NYSE: OGN) - **Event**: JPMorgan 40th Annual Healthcare Conference Call - **Date**: January 10, 2022 Key Points Company Positioning and Spin-off - Organon spun out from Merck on June 3, 2021, and has achieved significant milestones in a short period [6][10] - The company is focused on women's health, with a strong emphasis on its key product, NEXPLANON, which is expected to be a $1 billion blockbuster with patent protection until 2027, extendable to 2030 [6][10] Product Performance - NEXPLANON showed a robust performance in Q4 2021, indicating a strong rebound and growth potential despite COVID-19 impacts [6][34] - The company has made three strategic acquisitions to address unmet needs in women's health, including: - **Alydia Health**: Device for postpartum hemorrhage [7] - **ObsEva**: Collaboration for preterm labor treatment [8] - **Forendo**: Acquisition for endometriosis treatment [8] Financial Outlook - Organon expects low to mid-single-digit revenue growth in the near term, with a focus on maintaining stable gross margins despite potential pricing pressures and inflation [10][12] - The company plans to provide 2022 earnings guidance in mid-February, with expectations of a 36% to 38% adjusted EBITDA margin for the year [12][16] - Approximately 75% of revenues are generated outside the U.S., making foreign exchange rates a significant factor in revenue guidance [17] R&D and Operational Efficiency - Increased R&D expenses are anticipated due to recent acquisitions and investments in product development [14][21] - The company is working to streamline operations and expects to see efficiencies post-2023 as it exits transitional service agreements with Merck [23][24] Women's Health Focus - Women's health was previously a low-priority area for Merck, representing only 3% of its revenue. Organon aims to significantly enhance investment and focus in this sector [29][30] - The company is actively investing in marketing and education for NEXPLANON and fertility products, with expectations of double-digit growth in the fertility market [40] Biosimilars Strategy - Organon is focused on expanding its biosimilars portfolio, particularly with the upcoming launch of its Humira biosimilar, HADLIMA, expected in the second half of 2022 [46] - The company is exploring additional biosimilar opportunities in immunology and oncology, with ongoing discussions for potential partnerships [47] Market Dynamics and Challenges - The company anticipates a $400 million headwind from COVID-19 in 2021, primarily affecting NEXPLANON sales, but expects normalization in 2022 [57][58] - In China, the Established Brands business is transitioning to retail, which is expected to grow double digits, while facing some headwinds from public sector procurement processes [61][62] Capital Deployment and Business Development - Organon is open to pursuing strategic acquisitions and partnerships without being constrained by current debt levels, indicating flexibility in capital deployment [66][67] Additional Insights - The company is optimistic about the growth potential in women's health and biosimilars, with a clear strategy to address unmet needs and expand its product offerings [10][40][46] - Organon is committed to maintaining operational efficiency and leveraging its established brands to generate cash flow for reinvestment [11][24]