Organon & Co
XMUN:7XP
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Organon & Co
XMUN:7XP
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Organon & Co
Organon & Co. is a global healthcare company that sells prescription medicines, with a focus on women’s health, biosimilars, and established brands. Its women’s health products cover areas like contraception, fertility, and menopause care. It also sells biosimilars, which are lower-cost versions of complex biologic medicines, and a portfolio of older branded drugs used in areas such as dermatology, allergy, and pain. The company sells mainly to pharmacies, hospitals, clinics, and other healthcare providers, which then dispense the medicines to patients. In some markets it also works with governments and public health systems. Organon makes money by manufacturing and selling these medicines, and in some cases by licensing products or rights tied to its portfolio. What makes Organon different is its focus on medicines that are already established but still important in everyday care, especially in women’s health. That gives it a business built on recurring demand rather than one new product after another. It sits in the middle of the healthcare value chain: it develops, manufactures, and markets branded medicines rather than delivering care directly.
Organon & Co. is a global healthcare company that sells prescription medicines, with a focus on women’s health, biosimilars, and established brands. Its women’s health products cover areas like contraception, fertility, and menopause care. It also sells biosimilars, which are lower-cost versions of complex biologic medicines, and a portfolio of older branded drugs used in areas such as dermatology, allergy, and pain.
The company sells mainly to pharmacies, hospitals, clinics, and other healthcare providers, which then dispense the medicines to patients. In some markets it also works with governments and public health systems. Organon makes money by manufacturing and selling these medicines, and in some cases by licensing products or rights tied to its portfolio.
What makes Organon different is its focus on medicines that are already established but still important in everyday care, especially in women’s health. That gives it a business built on recurring demand rather than one new product after another. It sits in the middle of the healthcare value chain: it develops, manufactures, and markets branded medicines rather than delivering care directly.
Revenue: Organon reported 2025 revenue of $6.2 billion, down 3% year-over-year, and expects 2026 revenue to remain flat at about $6.2 billion.
Adjusted EBITDA: Adjusted EBITDA for 2025 was $1.9 billion, with 2026 guidance also at roughly $1.9 billion.
Cost Savings: The company achieved over $200 million in cost savings in 2025 and is continuing aggressive OpEx management for 2026.
Margin Pressure: Gross margin declined by 150 basis points in 2025 due to pricing pressure and unfavorable product mix, with another 75–100 basis point decline expected in 2026.
Nexplanon: Nexplanon sales were challenged but FDA approval extended its duration to 5 years; 2026 Nexplanon sales are expected to be roughly flat year-over-year.
Biosimilars Performance: Biosimilars, led by Hadlima, outperformed expectations in 2025, but are guided to flat to modest growth in 2026.
Debt Reduction: Dividend payout was lowered and proceeds from a divestiture will be used to reduce net leverage, targeting a ratio below 4x by end of 2026.
Quarterly Loss: The company posted a Q4 2025 net loss of $205 million, driven by a noncash goodwill impairment.
