Organon & Co

OGN

Market cap $1.87B

STOCKHOLM, Sweden, March 3, 2026. KDventures AB (Nasdaq Stockholm: KDV) today announces that Organon has discontinued the development of a preclinical drug candidate for polycystic ovarian syndrome (PCOS) that was part of the acquisition of the portfolio company Forendo. Thus, the development of both drug candidates included in the acquisition has been discontinued. KDventures will therefore write off its entire remaining book value of the agreement on potential additional purchase considerations entered into between the parties in connection with the acquisition.

Organon reports Phase 3 data showing VTAMA improved sleep in children as young as two with atopic dermatitis, reinforcing its dermatology push.

JERSEY CITY, N.J.--(BUSINESS WIRE)--Organon presents results from new VTAMA sub-analysis showing early and consistent improvement in atopic dermatitis patient-reported sleep subdomains.

JERSEY CITY, N.J.--(BUSINESS WIRE)--Organon (NYSE: OGN), a global healthcare company with a mission to deliver impactful medicines and solutions for a healthier every day, announced today that it has entered into an agreement to exclusively license global rights to MIUDELLA, Sebela Pharmaceuticals' hormone-free copper intrauterine device (IUD) contraceptive. The effectiveness of this transaction is subject to review under the Hart-Scott-Rodino Antitrust Improvements Act and to U.S. Food and Dru.

Organon reported a disappointing Q4, with revenue down 5% YoY and significant weakness in women's health. Shares are heavily oversold, but I maintain a Hold rating due to strategic uncertainty and lack of near-term catalysts. Management prioritizes debt reduction and margin preservation over growth, with no revenue improvement expected through 2026.

Organon reported disappointing 2025 results, with revenues down 3% and no growth expected in 2026. OGN faces potentially terminal declines in established brands, flat biosimilar growth, and underwhelming Women's Health performance, all compounded by ~$8bn in net debt. The dividend was slashed last year to $0.02/quarter, a yield of now ~1%, with capital allocation constrained by high-interest expenses and limited M&A capacity.

Although the revenue and EPS for Organon (OGN) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Organon & Co. (OGN) Q4 2025 Earnings Call Transcript

Organon (OGN) came out with quarterly earnings of $0.63 per share, missing the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.9 per share a year ago.

JERSEY CITY, N.J.--(BUSINESS WIRE)--Organon announces Q4 2025 and Full Year 2025 earnings results, ending December 31, 2025.