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What were the key takeaways from Organon's earnings call?

- **Nexplanon Challenges**: U.S. policy-driven 50% Q3 decline, flat 2026 outlook. **Vtama Launch**: 2026 access improvements needed for growth. **Leadership Transition**: Interim CEO focus on operational stability, CEO search underway.
- **Financial Discipline**: 2025 guidance revised to $6.2B, deleveraging via Jada sale ($440M proceeds). **Biosimilars Growth**: Hadlima up 63% YoY, Tofidence launched Q3 2025.


**【Management Opening Remarks】**
- **Internal Investigation Update**: The independent investigation into Nexplanon wholesaler sales practices concluded with no material financial impact. Leadership changes include Joe Morrissey as Interim CEO and enhanced controls to prevent future issues.
- **Leadership Transition**: Carrie Cox assumes Executive Chair role; CEO search underway with focus on global pharma experience.

**【CFO Financial Commentary】**
- **Q3 2025 Results**: Revenue $1.6B, Adjusted EBITDA $518M (32.3% margin). Nexplanon U.S. down 50% YoY, international growth 7% ex-FX.
- **Full Year Guidance**: 2025 Revenue $6.2B-$6.25B (3.2% YoY decline). Vtama launch slower than expected, respiratory portfolio decline persists.

**【Q&A Highlights】**
- **CEO Search**: Emphasis on operational excellence; no strategic shift anticipated. **Nexplanon 2026 Outlook**: Flat global sales with U.S. policy headwinds offset by international growth.
- **Vtama Access**: 2026 access improvements key to growth inflection. **Respiratory Portfolio**: Long-term decline expected due to pricing, competition.


Organon & Co. (OGN) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

OGN

OGN fundamentals

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