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Organon & Co. (OGN) JPMorgan Annual Healthcare Conference - (Transcript)
OGNOrganon & (OGN)2025-01-14 02:38

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].