Organogenesis Empowering Healing Oppenheimer Annual Healthcare Conference 3/15/22 Organogenesis Empowering Healing 2 Forward Looking Statements and Other Important Cautions This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements relate to expectations or forecasts of future events. Forward-looking statements may be identified by the use of words such as "forecast," "intend," "seek," "target," "anticipa ...

Organogenesis Holdings Inc. (NASDAQ:ORGO) Q4 2021 Earnings Conference Call March 1, 2022 5:00 PM ET Company Participants Gary Gillheeney - President and Chief Executive Officer Dave Francisco - Chief Financial Officer Conference Call Participants Ryan Zimmerman - BTIG Danielle Antalffy - SVB Leerink Steven Lichtman - Oppenheimer Operator Good afternoon, ladies and gentlemen and welcome to the Fourth Quarter 2021 Earnings Conference Call for Organogenesis Holdings Inc. [Operator Instructions] Please note tha ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37906 ORGANOGENESIS HOLDINGS INC. (Exact Name of Registrant as Specified in Its Charter) WASHINGTON, DC 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 Securities registered pursuant to Section 12(g) of the Act. I ...

Organogenesis Holdings Inc. (NASDAQ:ORGO) Q3 2021 Results Conference Call November 9, 2021 5:00 PM ET Company Participants Gary Gillheeney - President and Chief Executive Officer David Francisco - Chief Financial Officer Conference Call Participants Ryan Zimmerman - BTIG Matt Miksic - Credit Suisse Steve Lichtman - Oppenheimer Operator Good afternoon, ladies and gentlemen, and welcome to the Third Quarter 2021 Earnings Conference Call for Organogenesis Holdings, Incorporated. At this time all participants h ...

Table of Contents 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 September 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-37906 ORGANOGENESIS HOLDINGS INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or or ...

Financial Data and Key Metrics Changes - The company reported a revenue growth of 79% year-over-year to $123.2 million in Q2 2021, driven by a 87% increase in Advanced Wound Care product sales [8][22] - Adjusted EBITDA increased by nearly $25 million year-over-year to $25.1 million, with an adjusted EBITDA margin of approximately 20.4% of net revenue [18][31] - Net income for Q2 2021 was $20.7 million or $0.15 per share, compared to a net loss of $5.2 million or $0.05 per share in the previous year [30] Business Line Data and Key Metrics Changes - Advanced Wound Care revenue was $111.4 million, up 87% year-over-year, with strong contributions from the amniotic portfolio [22] - Revenue from Surgical & Sports Medicine products was $11.8 million, reflecting a 27% year-over-year increase, despite headwinds from the ReNu and NuCel product lines [23] - PuraPly products generated $37.6 million in revenue, marking a 32% increase, and continued strong performance was noted [24][64] Market Data and Key Metrics Changes - The company observed improving trends across served markets during Q2, with a focus on expanding into new physician specialties and multiple sites of care [16][14] - The company is closely monitoring the impact of COVID-19 surges in key areas, particularly in Missouri, Alabama, Oklahoma, Texas, and Florida [54][55] Company Strategy and Development Direction - The company aims to diversify revenue sources and expand its commercial reach, with a focus on increasing the number of customer accounts and enhancing its sales force [11][15] - The strategic focus includes leveraging a comprehensive product portfolio and expanding into new therapeutic areas [12][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to continue executing growth strategies despite potential COVID-related impacts [17][55] - The company expects to report positive GAAP net income and adjusted EBITDA for the full year 2021, with updated revenue guidance reflecting a 35% to 40% year-over-year increase [42][34] Other Important Information - The company secured a new credit agreement that enhances financial flexibility and reduces borrowing costs [33] - A shareholder agreement was established to prevent large shareholders from selling shares until at least March 1, 2022, to mitigate market volatility [60] Q&A Session Summary Question: Current manufacturing capacity for amniotic products - Management confirmed an increase in capacity for Affinity and amnion products in Q2, which positively impacted sales [46] Question: Dynamics driving performance of non-PuraPly products - Management noted growth in non-PMA products and attributed it to the acquisition of CPN Bioscience and increased sales representative productivity [46] Question: COVID-related risks and their potential impact - Management highlighted specific regions experiencing impacts from COVID-19, particularly in hospital settings, while noting that revenue impacts have not yet been observed [54][55] Question: Contribution of amniotic products in the second half of the year - Management indicated that significant contributions from amniotic products are expected in Q4, with capacity remaining stable in Q3 [57] Question: Update on pipeline products and BLA timelines for ReNu - Management expects to launch TransCyte in 2022 and Novachor by the end of 2021, with ReNu study enrollment completion anticipated by Q1 2022 [68] Question: Impact of competitors post-FDA enforcement grace period - Management stated it is too early to assess the impact on competitors and market share due to the recent changes [72] Question: Thoughts on EBITDA margins and cash generation - Management emphasized the focus on top-line growth while recognizing the potential for significant cash flow generation in the future [79]

For the quarterly period ended June 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-37906 Table of Contents 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 (Exact name of registrant as specified in its charter) Delaware 98-1329150 (State or other jurisdiction of incorporation or organization) ( ...

Organogenesis Holdings Inc. (NASDAQ:ORGO) Q1 2021 Earnings Conference Call May 10, 2021 5:00 PM ET Company Participants Gary Gillheeney - President and CEO David Francisco - Chief Financial Officer Conference Call Participants Matt Miksic - Credit Suisse Ryan Zimmerman - BTIG Richard Newitter - SVB Leerink Steven Lichtman - Oppenheimer Operator Good afternoon, ladies and gentlemen, and welcome to the First Quarter 2021 Earnings Conference Call for Organogenesis Holdings, Inc. [Operator Instructions] Please ...

Table of Contents 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, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-37906 ORGANOGENESIS HOLDINGS INC. (Exact name of registrant as specified in its charter) Delaware 98-1329150 (State or other jurisdiction of inc ...

Financial Data and Key Metrics Changes - The company reported total revenue growth of 43% year-over-year in Q4 2020, with net revenue of $106.8 million compared to $74.6 million in Q4 2019 [28] - Gross profit for Q4 2020 was $81.3 million, a 50% increase from $54.3 million in the previous year, resulting in a gross margin of 76% [32][39] - Operating income for Q4 2020 was $21.8 million, compared to an operating loss of $1.8 million in Q4 2019, reflecting a significant improvement in operating margin to 20% [35][39] - Net income for Q4 2020 was $18.5 million or $0.16 per share, compared to a net loss of $4.4 million or $0.04 per share in the prior year [36] - Adjusted EBITDA for Q4 2020 was $24.9 million, a substantial increase from $0.8 million in Q4 2019 [37] Business Line Data and Key Metrics Changes - Advanced Wound Care products revenue grew by 48% year-over-year to $93.6 million in Q4 2020 [29] - Surgical & Sports Medicine products revenue increased by 17% year-over-year to $13.2 million in Q4 2020 [29] - PuraPly products sales rose by 13% year-over-year to $45.3 million in Q4 2020, despite anticipated pricing headwinds [30][12] Market Data and Key Metrics Changes - The company ended 2020 with approximately 300 direct sales representatives, a 13% increase from 265 at the end of 2019 [10][31] - The company expects net revenue for 2021 to be between $390 million and $405 million, representing a year-over-year increase of approximately 15% to 20% [41] Company Strategy and Development Direction - The company has focused on expanding its sales force and product reach, which has contributed to its strong revenue performance [9][10] - The acquisition of CPN Bioscience is aimed at enhancing access to physician offices and accelerating growth opportunities in that channel [16] - The company plans to leverage its RMAT designation for ReNu to expedite the review process with the FDA [25][26] Management's Comments on Operating Environment and Future Outlook - Management noted that while there are challenges due to COVID-19, the company has seen pockets of strength and improving trends in certain areas [18][20] - The company is optimistic about achieving profitability milestones ahead of previously stated targets, with a focus on strategic growth initiatives [22][23] - Management expects to report GAAP net income and positive adjusted EBITDA for the full fiscal year of 2021 [48] Other Important Information - The company raised approximately $60 million in net proceeds from a public offering of common stock, which was used to pay down $29 million of line of credit borrowings [23] - The company anticipates gross margins of approximately 75% for 2021, with total GAAP operating expenses expected to increase by approximately 22% year-over-year [49] Q&A Session Summary Question: Growth in Physician's Office - Management indicated that they do not provide direct guidance on sales channels but expect strong growth in the office channel, particularly with the acquisition of CPN [53][55] Question: EBITDA Expectations - Management noted that while they do not break down EBITDA by quarter, they expect continued strong growth and significant investments in commercial resources [56][58] Question: PuraPly Guidance - Management acknowledged the challenges due to reimbursement changes but expects unit growth to offset ASP declines, maintaining that flat to slightly down performance is acceptable [66] Question: FDA Enforcement Discretion - Management clarified that they will not remove products from the market unless directed by the FDA and are seeking clarity on the enforcement of regulatory criteria [68][72] Question: ReNu Market Opportunity - Management estimates the market for ReNu to be about $2.4 billion and believes they can capture a significant share upon approval and reimbursement [91][92] Question: Amnion Business Competitiveness - Management reported that amnion technology is expanding and that their product Affinity remains unique in the market, with strong efficacy reported [96] Question: NovaCor Expectations - Management expects to launch NovaCor at the end of the year, with significant revenue impact anticipated in 2022 [100]