Organon & Co. (NYSE:OGN) Q1 2023 Earnings Conference Call May 4, 2023 8:30 AM ET Company Participants Jennifer Halchak - VP, IR Kevin Ali - CEO Matthew Walsh - CFO Conference Call Participants Unidentified Analyst - Evercore ISI Jason Gerberry - Bank of America Securities Navann Ty Dietschi - BNP Paribas Exane David Amsellem - Piper Sandler Gregory Fraser - Truist Securities Operator Ladies and gentlemen, thank you for standing by. At this time, I would like to welcome everyone to the Organon First Quarter ...

- " ORGANON" Organon First Quarter 2023 Earnings Disclaimer statement Except for historical information, this press release 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 prospects. Forward-looking statements may be identified by words such as "expects," "intends," "anticipates," "plans ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ Form 10-K _____________________ Securities registered pursuant to Section 12(g) of the Act: None | (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, 2022 | | | OR | | ☐ | TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | | | For the transition period from ______ to __ ...

Organon & Co (NYSE:OGN) Q4 2022 Earnings Conference Call February 16, 2023 8:30 AM ET Company Participants Jennifer Halchak - VP, IR Kevin Ali - CEO & Director Matthew Walsh - EVP & CFO Conference Call Participants Terence Flynn - Morgan Stanley Umer Raffat - Evercore ISI Navann Ty - BNP Paribas Exane Gregory Fraser - Truist Securities Stephen Scala - Cowen and Company Christopher Schott - JPMorgan Chase & Co. David Amsellem - Piper Sandler & Co. Operator Ladies and gentlemen, thank you for standing by. At ...

Company and Industry Overview * **Company**: Organon & Co. (NYSE:OGN) * **Industry**: Pharmaceuticals, Biotechnology * **Focus**: Women's health, biosimilars, established brands Key Points Organon's Performance and Strategy 1. **Stabilization and Growth**: Organon's established brands business, which accounts for 60% of its revenue, has stabilized and even grown in 2022, contrary to initial assumptions of decline. 2. **Strategic Pillars Growth**: Organon has achieved double-digit growth in biosimilars and women's health, including fertility and NEXPLANON. 3. **Pipeline Expansion**: Organon has announced eight deals in 18 months, focusing on early-stage, mid-stage, and commercialized assets to expand its pipeline. 4. **Women's Health Focus**: Organon aims to become a leader in the women's health space, capitalizing on recent R&D developments and the lack of a dedicated leader in the field. 5. **Biosimilars Strategy**: Organon partners with developers to participate in the biosimilars market, focusing on early launches and strategic partnerships. Women's Health 1. **Fertility**: Organon's fertility franchise is expected to experience double-digit growth due to high demand and limited competition. 2. **NEXPLANON**: NEXPLANON is on track to become a $1 billion product by 2025, with patent protection until 2027 and potential for extension. 3. **Inorganic Acquisitions**: Organon's recent acquisitions, such as Jada System and XACIATO, will contribute to growth in the coming years. 4. **Early-Stage Assets**: Organon's acquisition of Forendo and the development of OG-6219 offer new mechanisms of action and significant growth opportunities. Biosimilars 1. **HUMIRA Biosimilar**: Organon is in the first tranche of launches for its HUMIRA biosimilar, with a launch expected in summer 2023. 2. **Market Position**: Organon believes it is well-positioned in the biosimilars market due to its partnerships, safety data, manufacturing capabilities, and device expertise. 3. **Market Development**: Organon expects the biosimilars market to grow significantly, with potential discounts of 80-90% by 2025-2026. Established Brands 1. **Stabilization**: Organon's established brands business has stabilized and is growing, providing a stable cash flow for reinvestment. 2. **China**: Organon's diversified portfolio and retail business have helped mitigate the impact of China's VBP program. 3. **Business Development**: Organon is open to acquiring single products or portfolios that can be accretive to its business. Financials and Capital Deployment 1. **Investments**: Organon plans to reinvest profits in R&D and SG&A to support growth, leading to lower margins in the short term. 2. **Free Cash Flow**: Organon expects to generate over $1 billion of free cash flow annually, supporting its dividend and reinvestment in the business. 3. **Debt and Leverage**: Organon has a strong balance sheet and flexibility to pursue larger deals if the right opportunity arises. 4. **Interest Rates**: Higher interest rates have raised the bar for M&A analysis, particularly for early-stage deals. Conclusion Organon is well-positioned for growth in the women's health, biosimilars, and established brands markets. The company's strategic focus, strong pipeline, and financial stability provide a solid foundation for future success.

Organon & Co. (NYSE:OGN) Piper Sandler 34th Annual Healthcare Conference November 29, 2022 9:00 AM ET Company Participants Kevin Ali - Chief Executive Officer Matt Walsh - Chief Financial Officer Conference Call Participants David Amsellem - Piper Sandler David Amsellem Okay. Good morning. Welcome to the 34th Annual Piper Sandler Healthcare Conference. I'm David Amsellem from the specialty pharma team, Eric [ph] Piper. Our next company Fireside Chat is Organon and we're delighted to have Kevin Ali, CEO and ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ Commission File No. 001-40235 Organon & Co. (Exact name of registrant as specified in its charter) Delaware 46-4838035 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 September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period f ...

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 ...

Organon & Co. (NYSE:OGN) Q3 2022 Earnings Conference Call November 3, 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 of R&D Conference Call Participants Terence Flynn – Morgan Stanley Umer Raffat – Evercore ISI David Amsellem – Piper Sandler Jason Gerberry – BofA Greg Fraser – Truist Securities Operator Ladies and gentlemen, thank you for standing by. At this time, I wo ...

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 ...