{"filings":[{"id":95830,"accession_number":"0001104659-26-052165","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Organon Q1 revenue $1.46B (-4% YoY); declares $0.02 dividend; Sun Pharma merger pending","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.460B, down 4% as-reported, down 9% ex-FX; Women's Health -16%, Biosimilars +23%.","GAAP diluted EPS $0.55, Adjusted diluted EPS $0.71; Adjusted EBITDA $415M (28.4% margin).","Board declares quarterly dividend of $0.02/share, payable June 11 to holders of record May 11.","Pending all-cash merger with Sun Pharma expected to close early 2027; guidance and earnings calls suspended.","Net income $146M vs $87M YoY; cash and equivalents $1.12B, debt $8.57B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":1460000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95829,"accession_number":"0001193125-26-178718","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"Sun Pharma to acquire Organon for $14.00/share in all-cash deal; EV $11.75B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition price $14.00/share in cash, a 103% premium to Organon's closing price on April 9, 2026.","Enterprise value of $11.75B; combined revenue of $12.4B (Sun Pharma FY24-25 and Organon CY2025).","Transaction approved by both boards; subject to Organon stockholder vote and regulatory approvals.","Joseph Morrissey appointed permanent CEO of Organon; Carrie Cox appointed permanent Executive Chair.","Sun Pharma secured committed financing; pro forma Net Debt/EBITDA of 2.3x expected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109160,"accession_number":"0001104659-26-017870","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2026-02-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Organon Audit Committee completes biosimilar purchase review, finds no improper conduct","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee completed independent review of timing of biosimilar purchases from a supplier in prior years.","Review found no evidence of improper conduct and no adjustments to previously issued financial statements.","Company intends to file its Form 10-K for the year ended December 31, 2025 on time.","No changes required to SEC disclosures related to the transactions reviewed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109159,"accession_number":"0001104659-26-013888","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Organon reports FY2025 rev $6.2B (-3%), GAAP EPS $0.72; guides FY2026 rev ~$6.2B, Adj EBITDA ~$1.9B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2025 revenue $6.2B, down 3% YoY; GAAP diluted EPS $0.72, adjusted diluted EPS $3.66.","Q4 2025 revenue $1.507B (-5% as-reported, -8% ex-FX); Q4 GAAP net loss $205M vs income $109M prior year; adjusted diluted EPS $0.63 vs $0.90.","Women's Health Q4 revenue down 15%, Nexplanon down 20% ex-FX due to ceased U.S. wholesaler practices and policy access restrictions.","Biosimilars Q4 revenue up 11%, led by Hadlima and new assets (Bildyos, Bilprevda, Tofidence).","FY2026 guidance: revenue ~$6.2B, Adjusted EBITDA ~$1.9B, both in line with FY2025 performance."],"consensus_eps_estimate":null,"consensus_eps_actual":0.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":6216000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125657,"accession_number":"0001104659-25-108821","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Organon Q3 revenue $1.6B, adj. EPS $1.01; FY2025 guidance lowered","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $1.602B (+1% as-reported, -1% ex-FX); net income $160M vs $359M YoY (-55%).","GAAP diluted EPS $0.61; non-GAAP adjusted diluted EPS $1.01 (up 16% YoY).","Adjusted EBITDA $518M (32.3% margin), up from $459M (29.0%) YoY.","FY2025 revenue guidance cut to $6.200-6.250B; Adj EBITDA margin guidance ~31.0% (lowered).","Nexplanon sales down 9% ex-FX due to lower U.S. government funding; Biosimilars up 19% on Hadlima."],"consensus_eps_estimate":null,"consensus_eps_actual":1.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":4709000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125656,"accession_number":"0001104659-25-108130","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Organon director Grace Puma will not stand for re-election at 2026 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Grace Puma informed Organon on Nov 3, 2025 she will not seek re-election at the 2026 Annual Meeting.","Puma has served on the Board since 2021 and currently sits on the Talent Committee.","She will continue serving as a director and committee member until the 2026 Annual Meeting.","Her departure is not due to any disagreement with the Company, management, or Board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125654,"accession_number":"0001104659-25-104442","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K/A","filed_at":"2025-10-30T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Organon sets Executive Chair Carrie S. Cox compensation at $100,000/month","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Carrie S. Cox appointed Executive Chair effective October 26, 2025.","Talent Committee approved base salary of $100,000 per month for interim period.","Amendment adds compensation details to prior 8-K filed October 27, 2025.","No other changes were made to the original Form 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125655,"accession_number":"0001104659-25-102324","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Organon CEO resigns after probe finds improper Nexplanon wholesaler sales; Morrissey named interim CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin Ali resigned as CEO and Board member; no severance or equity retirement benefits.","Audit Committee investigation found wholesalers asked to buy excess Nexplanon in 7 quarters; sales <1% of annual revenue but helped meet guidance.","Joseph Morrissey appointed Interim CEO; salary raised to $1M, bonus target 100%, LTI target $4M, one-time RSU grant of $1M.","Carrie Cox named Executive Chair; Robert Essner Lead Independent Director; Helene Gayle chairs Talent Committee.","No restatement of prior financials; 2024 internal control opinion withdrawn; Head of US Commercial & Government Affairs terminated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142382,"accession_number":"0001104659-25-073929","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Organon Q2 revenue $1.594B, adj. EPS $1.00; raises FY revenue guidance to $6.275-6.375B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.594B, down 1% YoY; GAAP net income $145M ($0.56 EPS); non-GAAP adj. EPS $1.00, down 11% YoY.","Adjusted EBITDA $522M (32.7% margin) vs $513M (31.9%) prior year; repaid $345M of long-term debt in Q2.","Women's Health revenue up 2% ex-FX; fertility business +15% ex-FX; Nexplanon flat ex-FX.","Biosimilars up 6% ex-FX (Hadlima growth); Established Brands down 4% ex-FX on Atozet LOE in Europe.","FY 2025 revenue guidance raised to $6.275-6.375B; adj. EBITDA margin guidance affirmed at 31-32%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":3107000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160412,"accession_number":"0001104659-25-058900","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Organon stockholders approve amended 2021 Incentive Stock Plan adding 7.8M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amended plan increases share reserve by 7.8M shares; requires 95% of awards to have minimum 1-year vesting.","All 11 director nominees elected with >94% of votes cast (excluding broker non-votes) for each.","Say-on-pay advisory vote passed with 78.2% support (131.5M for, 35.1M against).","Stockholder proposal for director resignation guidelines rejected with 21.0% support (35.3M for, 131.5M against).","Ratification of PwC as auditor for FY2025 approved with 97.7% of votes cast."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160411,"accession_number":"0001104659-25-052994","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"FDA designates Organon's HADLIMA as interchangeable biosimilar to Humira across all presentations","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FDA granted interchangeability for HADLIMA high- and low-concentration (40 mg/0.4 mL, 40 mg/0.8 mL) autoinjectors and high-concentration prefilled syringe.","HADLIMA is now interchangeable with all formulations of Humira, including low-concentration prefilled syringe and single-dose vial (granted June 2024).","Designation based on PK, efficacy, safety, and immunogenicity study of SB5 vs Humira in moderate to severe plaque psoriasis patients.","Interchangeability allows pharmacists to substitute HADLIMA for Humira without consulting prescriber, subject to state pharmacy laws.","Average patient out-of-pocket cost for Humira was more than four times that of HADLIMA, per Organon data."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160410,"accession_number":"0001104659-25-043023","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Organon cuts dividend 93% to $0.08/yr; Q1 revenue down 7%, adj EPS $1.02","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $1.513B, -7% as-reported (-4% ex-FX); GAAP EPS $0.33, non-GAAP adj EPS $1.02.","Board declared quarterly dividend $0.02/share (vs prior $0.28), payable June 12 to holders of record May 12.","Women's Health +10% as-reported (+12% ex-FX) helped by Nexplanon; Biosimilars -17%; Established Brands -11%.","Vtama on track for $150M full-year revenue; affirms 2025 guidance, expects >$900M FCF before one-time costs.","Net income $87M, Adjusted EBITDA $484M (32% margin); company prioritizes deleveraging to net leverage <4.0x by year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":0.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":1513000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160409,"accession_number":"0001104659-25-035173","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2025-04-15T23:59:59+00:00","items":["5.02","7.01"],"status":"ready","headline":"Organon appoints Ramona A. Sequeira to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointment effective July 1, 2025; Board expands to 12 directors.","Sequeira will serve on the Talent Committee of the Board.","She is President of Global Portfolio Division at Takeda with 30+ years pharma experience.","No related-party transactions or family relationships disclosed.","Standard non-employee director compensation applies; indemnification agreement to be entered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178674,"accession_number":"0001104659-25-012546","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Organon FY2024 revenue $6.4B (+2%); guides FY2025 revenue $6.125-6.325B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2024 revenue $6,401M (+2% as-reported, +3% constant currency); diluted EPS $3.33; non-GAAP adjusted diluted EPS $4.11.","Q4 revenue $1,592M flat YoY; net income $109M vs $546M (down 80%) due to prior-year one-time gain; adjusted net income $235M (+4%).","FY2025 guidance: revenue $6,125M-$6,325M (incl. ~$200M FX headwind); Adjusted EBITDA margin 31-32% (FY2024: 30.6%).","Biosimilars Q4 revenue down 18% on tender timing and U.S. pricing pressure; Women's Health flat as Nexplanon +12% offset NuvaRing decline.","Established Brands +2% driven by Emgality (Lilly license) and Vtama (Dermavant acquisition closed Oct 2024), partly offset by Atozet LOE."],"consensus_eps_estimate":null,"consensus_eps_actual":3.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":6403000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178673,"accession_number":"0001104659-25-004711","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2025-01-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Organon CCO Susanne Fiedler departs effective Jan 15, senior advisor until April 30","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Susanne Fiedler ceased performing CCO functions effective January 15, 2025.","She will serve as a senior advisor until departure expected on or about April 30, 2025.","No successor has been named; the Company did not disclose the reason for departure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195339,"accession_number":"0001104659-24-130976","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2024-12-23T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Organon board reduces size to 11 after director McGarry's resignation","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Director Martha E. McGarry resigned from the board; resignation previously announced.","Board reduced its size to 11 members, eliminating the vacancy created by the resignation.","Change effective December 20, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195338,"accession_number":"0001104659-24-126309","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2024-12-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Martha E. McGarry resigns from Organon Board effective December 4, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Martha E. McGarry notified the Board of her resignation effective December 4, 2024.","She also resigned as member of the Talent Committee.","Resignation not due to any disagreement with the Company's operations, policies, or practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195337,"accession_number":"0001104659-24-114101","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"FDA extends VTAMA sNDA review for atopic dermatitis to March 12, 2025","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FDA extended target action date by 3 months to March 12, 2025; original date was December 12, 2024.","FDA requested final datasets and clinical study report from long-term extension study, deemed a major amendment.","No concerns raised regarding safety, efficacy, or approvability of VTAMA for atopic dermatitis.","Organon expects VTAMA full-year 2025 revenue of ~$125M; impact of ~75 bps headwind to Adjusted EBITDA margin.","Updated guidance provided as a supplement to prior Q3 2024 earnings call commentary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195336,"accession_number":"0001104659-24-112866","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Organon Q3 revenue $1.582B (+4% YoY); narrows FY revenue guidance upward to $6.375-6.425B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.38; non-GAAP adjusted diluted EPS $0.87 (includes $0.16 IPR&D charge).","Women's Health +5% as-reported; Nexplanon grew 11% ex-FX; fertility +14% ex-FX.","Biosimilars +16% as-reported; Hadlima launch drove uptake; Renflexis +4% ex-FX.","FY2024 revenue midpoint raised $50M to $6.375-6.425B; Adj. EBITDA margin guide revised to 30-31%.","Established Brands +2% as-reported; flat ex-FX growth expected for full year."],"consensus_eps_estimate":null,"consensus_eps_actual":2.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":4811000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211594,"accession_number":"0001104659-24-102053","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2024-09-23T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Organon acquires Dermavant Sciences for up to $1.2B; VTAMA drug portfolio","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration up to $1.2B: $175M upfront, $75M FDA milestone for atopic dermatitis, up to $950M commercial milestones.","Dermavant shareholders also earn tiered royalty payments based on VTAMA net sales.","Transaction expected to close Q4 2024, subject to HSR and other customary conditions.","VTAMA (tapinarof) is approved for plaque psoriasis; milestone targets atopic dermatitis indication."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211593,"accession_number":"0001104659-24-086103","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Organon Q2 2024 revenue flat at $1.607B; Adj. EPS $1.12, down 15% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.607B flat YoY (up 2% constant currency); net income $195M vs $242M prior year.","Non-GAAP adjusted diluted EPS $1.12 (down 15% YoY); GAAP diluted EPS $0.75 (down 21%).","Women's Health +3%, Biosimilars +22% driven by Hadlima launch; Established Brands -1% ex-FX.","FY2024 revenue guidance narrowed to $6.25-6.45B; Adjusted EBITDA margin reaffirmed 31-33%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":3229000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230295,"accession_number":"0001104659-24-068876","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Organon shareholders elect all four Class III directors, approve say-on-pay and auditor ratification","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All four Class III director nominees elected: Kevin Ali, Martha E. McGarry, Philip Ozuah, Shalini Sharp each received >173M votes for.","Non-binding advisory vote on executive compensation approved with 149.7M for, 28.2M against, 1.0M abstain (approx. 84% of votes cast).","Ratification of PricewaterhouseCoopers as auditor for FY2024 approved with 219.8M for, 0.97M against, 0.77M abstain.","Turnout: 221.5M shares present (86% of outstanding 257.2M shares)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230294,"accession_number":"0001104659-24-063008","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2024-05-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Organon issues $1B in senior notes, amends credit facilities to extend maturities and reduce rates","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M 6.750% senior secured notes due 2034 and $500M 7.875% unsecured notes due 2034.","Net proceeds to repay a portion of existing Dollar Term Facility borrowings.","Term loan maturity extended to May 2031; revolving facility extended to Dec 2027 and increased by $300M to $1.3B.","Interest rate on remaining $1.55B term loans reduced from Term SOFR+3.0% to Term SOFR+2.50%.","Revolving facility commitment fee reduced to 0.375%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230293,"accession_number":"0001104659-24-056017","cik":1821825,"company_name":"Organon & Co.","ticker":"OGN","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Organon Q1 2024 revenue up 5% to $1.62B; adjusted EPS $1.22, up 13% YoY; 2024 guidance reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $1,622M (+5% as-reported, +7% constant currency); net income $201M (+14% YoY).","GAAP diluted EPS $0.78; non-GAAP adjusted diluted EPS $1.22 (+13% YoY); includes $0.05 IPR&D/milestone charge.","Women's Health revenue +11% on Nexplanon (+34% ex-FX); Biosimilars +46% led by Hadlima ($30M vs $5M).","Adjusted EBITDA $538M, margin 33.2%; full-year 2024 financial guidance ranges affirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":0.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":1622000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3508347527.7428994,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}