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Organon & Co OGN

Organon & Co. develops and delivers women health solutions through prescription therapies and medical devices in the United States, Europe, Canada, Japan, rest of the Asia Pacific, China, Latin America, the Middle East, Russia, Africa, and internationally.

Company profile

Business mix

  • The company's women’s health portfolio comprises contraception and fertility brands, such as Nexplanon, a long-acting reversible contraceptive.
  • Its biosimilars portfolio consists of immunology products, such as Brenzys, Renflexis, and Hadlima.
  • The company also offers cholesterol-modifying medicines under the Zetia, Ezetrol, Vytorin, Inegy, Atozet, Rosuzet, and Zocor brands.
  • In addition, it provides dermatology products under the Vtama, Diprosone, and Elocon brand.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within drug manufacturers - general?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Kahn Brothers Group 5.9% $33.2M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $11.4M Estimated from net added shares
Reduction amount $7.6M Estimated from net reduced shares
Net share change / base shares +11.6% +848,155 / 7,342,655
Kahn Brothers Group 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Major increase Shares 52.6% 13F value change +$7.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 3,629,451 Last 1 periods +1,907,542 (+52.6%) Total shares 5,536,993 Value $33.2M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -28.5% 13F value change -$20.6M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 3,713,204 Last 1 periods -1,059,387 (-28.5%) Total shares 2,653,817 Value $19.0M

Recent mentions

No public mentions.