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OGOGN

Organon & Co.

$OGN·$3.6B·Drug Manufacturers - General·Healthcare
$13.74-0.0%YTD+87.0%1Y+48.2%
Mentions · last 7 days
2026-08-16: 11 posts2026-08-17: 4 posts2026-08-18: 8 posts2026-08-19: 13 posts2026-08-20: 13 posts2026-08-21: 16 posts2026-08-22: 8 posts77+13%
Price updated 7m ago·X counts updated 2d ago
OGOGN
$OGNOrganon & Co.
$13.75-0.04%77 posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $OGN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-20

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Women's-health spinoff up 87% YTD amid a pending Sun Pharma merger — Q2 EPS missed by 55% and shareholder litigation is active.

Organon is a specialty pharma focused on women's health, biosimilars, and established brands — spun off from Merck. It's mid-merger with Sun Pharma, which is the operative near-term catalyst.

Where it stands:

  • Revenue is declining: Q1 revenue down 3.5% YoY and Q4 down 5.3% — this is a business shrinking as biosimilar competition ramps against its Merck-legacy branded portfolio.
  • The Q2 EPS was a major miss: $0.41 vs $0.91 estimate (55% miss) — likely reflects merger-related charges plus continued biosimilar pressure.
  • The valuation is genuinely cheap: 14x trailing PE, 0.58x sales, and 17% FCF yield — meaningfully cheaper than pharma peers, and the FCF yield in particular reflects real cash generation.
  • The pending Sun Pharma merger (special shareholder meeting July 23) is the operative catalyst — shareholder litigation adds execution risk but historically doesn't kill deals.
  • The MIUDELLA REMS program opening ahead of commercial availability adds a small operational near-term product catalyst.
  • Position at 100% of 52-week range and +39% above the 200-day means the tape is fully expressing the merger-arbitrage upside.
  • Insider tape has minor F-InKind vests only — no directional signal.

Into merger close (or merger break) the setup is 'Sun Pharma merger closes on-time + revenue stabilization + Nexplanon revenues holding is what extends the tape.' Merger block or a fresh biosimilar issue is what tests $10; clean merger close could push toward $16 or beyond depending on deal terms.

What to watch: Sun Pharma merger closing timeline, shareholder-litigation developments, and the Nov 9 earnings print. Merger close + revenue stabilization extends toward $16+; merger block or fresh biosimilar issue tests $10.

On the calendar: 2026-11-09 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-08-22

The window is dominated by the OGN crypto token, not Organon the equity. Callers celebrate +51.42% on the WazirX gainers list, cite ~47% of circulating OGN staked and 100% of net protocol fees routed to buybacks (107M+ already bought back), and pitch a Ronald-Sniper-style pump comp against COTI's prior 40% run. Two premium-DM shill posts mark small programmed targets. No equity commentary visible, and no dissent in the sample.

Read the AI verdict + X sentiment for $OGN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Pharma spinoff from Merck focused on women's health (Nexplanon implant), biosimilars to immune and cancer biologics, and a portfolio of established brands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - General sits in its cycle right now — and what that implies for $OGN.

Drug Manufacturers - General · Healthcare

No material change from last week — oral semaglutide versus injectable Zepbound, with Amgen, Pfizer, and AZ all presenting obesity pipeline data.

What this means for $OGN

Neutral — Pharma spinoff from Merck focused on women's health (Nexplanon implant), biosimilars to immune and cancer biologics, and a portfolio of established brands; limited read-through from drug manufacturers - general macro dynamics to this specific revenue mix.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+19.1%YTD
+50.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
17.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
29.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
53.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
9.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$0.41$0.91-54.9%
Q1 2026Apr 30, 2026$0.71$0.83-14.5%
Q4 2025Feb 12, 2026$0.63$0.73-13.7%
Q3 2025Nov 10, 2025$1.01$0.93+8.6%
Next earningsMon, Nov 9·consensus EPS $0.91

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.5B-3.5%53.6%18.2%$0.56$188.0M
Q4 FY25$1.5B-5.3%50.4%15.6%$-0.79$96.0M
Q3 FY25$1.6B+1.3%53.5%22.3%$0.62$149.0M
Q2 FY25$1.6B-0.8%54.8%20.5%$0.56$181.0M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.1B$6.0B – $6.2B$3.40$3.33 – $3.474
FY27$6.2B$6.1B – $6.3B$3.61$3.41 – $3.804
FY28$6.2B$5.9B – $6.5B$3.82$3.67 – $3.934
FY29$6.5B$6.3B – $6.6B$3.80$3.65 – $3.913
FY30$6.5B$6.3B – $6.6B$3.90$3.75 – $4.013

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.100%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+38.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 5Drinane Juliana PapaHead of Mfg & Supply14.8K sh$200KSellMay 6Lynette HolzbaurSVP and Corporate Controller26.4K sh$353KBuyMay 6Lynette HolzbaurSVP and Corporate Controller26.4K sh$353K
+ 30 other (15 awards · 7 exempts · 7 inkinds · 1 other) in window

See when $OGN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 318-K — Item 7.01: Press release / Reg FD
AI summary

OGN (OGN) filed an 8-K under Reg FD (Item 7.01) on 2026-07-31, posting a press release to its website or furnishing it to the SEC. Regulation FD Disclosure. On July 31, 2026, Organon & Co. (the “ Company ”) released its financial results for the quarter ended June 30, 2026 with the filing of the Company’s Quarterly Report on Form 10-Q (the “ Form 10-Q ”) with the Securities and This is an informational disclosure furnished (not filed) and does not create new liability under the Exchange Act. Materiality depends on the content of the presentation.

8-KShareholder voteJul 238-K — Item 5.07: Shareholder vote
AI summary

Organon & Co. (Delaware; Jersey City, NJ) filed an 8-K under Item 5.07 on July 23, 2026, disclosing results from a shareholder vote — likely the 2026 annual meeting. The body excerpt contains only the standard cover page. This is a routine post-meeting filing; vote tallies for board elections, executive compensation advisory votes, and any other proposals are in the attached exhibit.

8-KOfficer or director changeJun 118-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Organon & Co. (OGN) stockholders approved an amendment and restatement of the company's 2021 Incentive Stock Plan at the June 9, 2026 Annual Meeting, increasing the number of shares available for issuance by 8,000,000 shares; the Board had previously approved the amendment on April 14, 2026. Ten directors were elected to serve until the 2027 annual meeting, with approximately 77% of the 262.6 million eligible shares represented at the meeting. Executive compensation and auditor ratification were also put to a vote per the proxy. The 8 million share increase is modestly dilutive to existing shareholders but provides Organon with expanded equity compensation capacity — a routine governance matter with management retention implications.

8-KMaterial agreementApr 278-K — Item 1.01: Material agreement · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 23 other (11 proxys · 5 13Gs · 2 10-Qs · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Orogen Royalties Acquires a Royalty on the Haldane Silver Projectaccessnewswire.com·5d agoOrogen Royalties and Aurum Discovery form Generative Alliance in Norwayaccessnewswire.com·8d agoOrganon & Co. $OGN Shares Purchased by California State Teachers Retirement Systemdefenseworld.net·13d agoOrganon Opens REMS Program for MIUDELLA® Ahead of Anticipated Commercial Availabilitygurufocus.com·14d agoOrganon Opens REMS Program for MIUDELLA® Ahead of Anticipated Commercial Availabilitybusinesswire.com·14d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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