Organon Fourth Quarter and Full Year 2023 Earnings Disclaimer statement Cautionary Note Regarding Forward-Looking Statements Except for historical information, this presentation includes “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including, but not limited to, statements about management’s expectations about Organon’s future financial performance and prospects, including full-year 2024 guidance estimates and pre ...

业绩总结 - 公司在2023年确认了财务指导，并表示现金状况可能会比预期更好[3] - 公司预计2024年营收将实现低个位数增长，EBITDA边际稳定并有望增长[3] - 公司预计未来将实现低个位数的营收增长，同时稳定并增长利润率，逐步减轻负债，增强股东信心[82] - 公司的业务重点在于稳定并增长利润率，通过降低成本和提高效率来实现[84] 新产品和新技术研发 - 公司与Lilly达成了一项业务发展协议，将在欧洲推出偏头痛资产，对此感到非常兴奋[4] - 公司计划在2024年对NEXPLANON进行定价调整，预计将实现良好的增长[9] - 公司计划在2026年推出5年适应症，将独家期限延长至2029年[15] 市场扩张和并购 - 公司计划在2024年市场形成期，2025年将开始看到更多增长[33] - 公司在中国市场取得了iPhone销售收入创纪录，达到967.7亿美元[110] - 公司计划在2024年继续专注于执行，推动NEXPLANON业务和生物类似药业务增长[24] 其他新策略和有价值的信息 - 公司预计NEXPLANON将在2025年底成为10亿美元产品[13] - 公司在全球各个方面都在努力提高效率，包括全球业务服务、人力资源和研发支出等方面[84] - 公司计划在2024年实现低个位数的营收增长，同时稳定并增长利润率[82]

公司战略 - 公司将专注于成为妇女健康领域的领导者，计划在未来年份实现净债务与EBITDA比率低于4倍[5] - 公司目标是在未来一年内将净债务与EBITDA比率降至4倍以下[7] - 公司希望将净债务与EBITDA比率稳定在3倍左右，但受到股价波动的影响[9] - 公司计划通过控制运营支出和外部增长来平衡债务减少，已经在这方面取得了进展[12] 产品展望 - Nexplanon产品在美国预计将实现低两位数增长，主要受益于取消折扣和价格调整[21] - Nexplanon产品的增长主要来自价格调整，预计美国市场的销量将实现低至中单位数增长[24] - 公司预计未来将通过社交媒体和市场宣传提高Nexplanon产品的销量[28] - 公司已经推出了Jada和XACIATO等产品，并对它们的未来表现寄予厚望[31] 市场表现 - 公司在中国市场取得了iPhone销售收入创纪录，达到了967.7亿美元[110] - 公司的生物仿制药Hadlima在美国市场表现良好，已经超过了竞争对手AMJEVITA的市场份额[38] - 公司在中国市场面临宏观经济挑战，但仍然保持着稳定的业绩，预计未来会有增长[44] - 公司在中国市场的已建立品牌业务中，约2/3的业务来自零售渠道，1/3来自非零售渠道[47]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ Form 10-Q ________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 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 name of registrant as specifi ...

Organon & Co (NYSE:OGN) Q3 2023 Earnings Conference Call November 2, 2023 8:30 AM ET Company Participants Jennifer Halchak - VP, IR Kevin Ali - CEO Matthew Walsh - CFO Sandra Milligan - Head of R&D Conference Call Participants Navann Ty - Exane BNP Paribas David Amsellem - Piper Sandler Bhavin Patel - Bank of America Roger Xu - Goldman Sachs Mikaela Franceschina - Barclays Operator Ladies and gentlemen, thank you for standing by. At this time, I would like to welcome everyone to the Organon Third Quarter 2 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ Form 10-Q ________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 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 name of registrant as specified in ...

Organon & Co (NYSE:OGN) Q2 2023 Earnings Conference Call August 8, 2023 8:30 AM ET Company Participants Jennifer Halchak - VP, IR Kevin Ali - CEO Matthew Walsh - CFO Sandra Milligan - Head of R&D Conference Call Participants David Amsellem - Piper Sandler Umer Raffat - Evercore Jason Gerberry - Bank of America Navann Ty - BNP Paribas Exxon Chris Shibutani - Goldman Sachs Operator Ladies and gentlemen, thank you for standing by. At this time, I would like to welcome everyone to the Organon Second Quarter 202 ...

Organon Second Quarter 2023 Earnings GANON™ Disclaimer statement Cautionary Note Regarding Forward-Looking Statements Except for historical information, this presentation includes "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including, but not limited to, statements about management's expectations about Organon's future financial performance and prospects. Forward-looking statements may be identified by words such ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ Form 10-Q ________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 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 name of registrant as specified in its charter) Del ...

Organon & Co. (NYSE:OGN) Q1 2023 Earnings Conference Call May 4, 2023 8:30 AM ET Company Participants Jennifer Halchak - VP, IR Kevin Ali - CEO Matthew Walsh - CFO Conference Call Participants Unidentified Analyst - Evercore ISI Jason Gerberry - Bank of America Securities Navann Ty Dietschi - BNP Paribas Exane David Amsellem - Piper Sandler Gregory Fraser - Truist Securities Operator Ladies and gentlemen, thank you for standing by. At this time, I would like to welcome everyone to the Organon First Quarter ...