UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ Form 10-K _____________________ | (Mark One) ☒ | ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | | --- | --- | | | For the fiscal year ended December 31, 2025 | | | OR | | ☐ | TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | | | For the transition period from ______ to ______ | | | Commission File No. 001-40235 | Organon & Co. (Exact n ...

Organon & Co. (NYSE:OGN) is among the 7 Oversold Pharma Stocks to Buy Now. Organon & Co. (OGN) Posts FY Adjusted EPS of $3.66, EBITDA Margin at 30.7% Organon & Co. (NYSE:OGN) is among the most oversold pharma stocks. TheFly reported on February 12 that OGN announced its fourth-quarter and full-year 2025 financial results. According to the report, for the full year, the company’s revenue totaled $6.2 billion, which represents a 3% decline both on a reported basis and in constant currency. Diluted earning ...

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. ...

Core Insights - Organon (OGN) reported disappointing financial results for Q4, which fell short of market expectations despite the low forecasts from analysts [1] - The management has adjusted its guidance, indicating a lack of optimism regarding future performance [1] Financial Performance - The financial results for Q4 were significantly below expectations, leading to a negative market reaction [1] - The company had previously set low expectations, but the actual results still disappointed investors [1] Management Outlook - Management's adjustment of guidance suggests ongoing challenges within the company [1] - The lack of positive outlook from management reflects broader issues that may affect future performance [1]

Core Viewpoint - Orogen Royalties Inc. has authorized a significant grant of share-based compensation as part of its annual program, reflecting the company's commitment to incentivizing its directors, officers, employees, and consultants [1] Summary by Category Share-Based Compensation - The Board of Directors has authorized the grant of 132,000 Restricted Share Units (RSUs), 29,000 Deferred Share Units (DSUs), and 618,000 incentive Stock Options [1] Compensation Plan - The grant is part of the Company's Omnibus Equity Incentive Compensation Plan, which was approved by shareholders on June 27, 2025 [1]

Core Insights - Organon reported $6.2 billion in revenue and $1.9 billion in adjusted EBITDA for 2025, with a 3% decline in revenue on both reported and ex-FX basis, although the biosimilar franchise performed better than expected, particularly driven by HADLIMA [2][3][4] Revenue and Financial Performance - The company guided for approximately $6.2 billion in revenue and $1.9 billion in adjusted EBITDA for 2026, indicating a stable outlook compared to 2025 [3][20] - Adjusted gross margin is expected to decline by about 75–100 basis points in 2026, primarily due to higher cost of goods sold [21] - Organon reported a Q4 2025 net loss of $205 million, influenced by a $301 million goodwill impairment, while non-GAAP adjusted net income was $165 million for Q4 and $954 million for the full year [16][17] Biosimilars and Product Performance - The biosimilars segment, particularly HADLIMA, grew approximately 61% ex-FX in 2025, with expectations for flat to modest growth in 2026 [4][11][12] - The company launched a denosumab biosimilar in the U.S. in late September 2025, contributing to the biosimilars growth [11] - Nexplanon received FDA approval to extend its duration from three to five years, but management anticipates a volume headwind due to policy-driven access changes and a shift in reinsertions [5][9][10] Strategic Focus and Outlook - Organon aims to stabilize revenue, maintain profitability, and continue deleveraging, with a target of net leverage below 4.0x by the end of 2026 [3][18] - The company plans to reduce its dividend payout ratio to support debt reduction and has divested the JADA System, generating approximately $390 million in net proceeds [18][20] - Management expects interest expense of about $500 million and depreciation of about $140 million for 2026, with a non-GAAP tax rate projected between 27.5% and 29.5% [22]

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Core Viewpoint - Organon (OGN), a global healthcare company based in New Jersey, reported disappointing Q4 and full-year 2025 earnings, leading to a stock decline of over 10% at the time of reporting [1]. Company Summary - Organon is involved in the biotech, pharma, and healthcare sectors, and its recent earnings report has not met market expectations, resulting in a significant drop in stock price [1]. Industry Context - The report highlights the importance of staying updated with trends and catalysts in the biotech and healthcare industries, which can influence stock valuations [1].

Core Insights - d'Amico International Shipping S.A. is focusing on capital allocation, fleet renewal, and earnings visibility amidst strengthening product tanker markets and geopolitical disruptions [1] Financial Foundation - The company operates a fleet of 29 product tankers, primarily MR2s, with an average vessel age of 9.6 years; 27 of these vessels are owned [2] - As of September 2025, the net financial position to fleet market value ratio was approximately 7% [2] - d'Amico reported net profits of $63 million for the first nine months of 2025, with average daily spot earnings rising from $21,150 in Q1 to $25,500 in Q3 [2] Fleet Renewal Strategy - The fleet renewal program includes orders for four LR1s in 2024, two MR1s in late 2025, and two MR2s in early 2026, totaling an investment of nearly $419 million, with $374 million still payable [3] - New MR2s are expected to achieve about 17% fuel savings compared to existing vessels, while new MR1s are projected to save around 20% [3] - Eco vessels command a daily premium of $1,500-$2,000 over conventional ships, with super Eco newbuilds attracting an additional $1,000 premium [3] Shareholder Returns - The company aims for a 40% payout ratio from 2024 results, expected to be confirmed for 2025 [4] Earnings Visibility - 42% of available days in 2026 are covered at an average rate of $23,300 per day, with 16% of 2027 covered at $22,200 per day; management anticipates increasing 2026 coverage to around 50% in the coming months [5] Geopolitical Impact - Recent sanctions on Russia have created obstacles for exports, leading to increased oil on water due to inefficient practices like ship-to-ship transfers [6] - A potential peace agreement between Ukraine and Russia may not lead to immediate sanction removals, and normalization of Russian trade flows could accelerate the scrapping of older vessels, aiding market rebalancing [7]

I began learning about markets and investing when I was 19 years old. My investing is informed by macro insights, fundamentals, and technical indicators. I have mostly written about ETFs, REITs, and Banks on Seeking Alpha. Currently, I am mostly interested in micro/small-cap stock opportunities and I expect to share many related ideas this year.When I'm neither working on my next article nor hunting for opportunities, I either run, swim, or lift weights.Analyst’s Disclosure: I/we have a beneficial long posi ...