Organon Beats On Q1, Women's Health Leads the Charge
Organon Beats On Q1, Women's Health Leads the Charge
Organon & Co (NYSE:OGN) reported a 5% Y/Y increase in the first quarter of 2024 revenue, reaching around $1.622 billion, beating the consensus of $1.563 billion.
Organon & Co（纽约证券交易所代码：OGN）报告称，2024年第一季度收入同比增长5％，达到约16.22亿美元，超过市场预期的15.63亿美元。
Women's Health revenue increased by 11% as reported and 12% ex-FX, driven by 34% ex-FX growth in Nexplanon led by favorable customer purchasing patterns associated with the timing of U.S. list-price adjustments, coupled with favorable price and discount rates in the U.S. and the favorable timing of tenders to markets outside of the U.S.
报告显示，女性健康收入增长了11％，扣除外汇收入增长了12％，这得益于Nexplanon34％的外汇前增长，这得益于与美国上市价格调整时机相关的有利客户购买模式，加上美国有利的价格和折扣率以及向美国以外市场进行招标的有利时机。
Biosimilar revenue surged by 46% reported and ex-FX, aided by Ontruzant, which benefited from incremental demand from a tender in Brazil and Renflexis, which gained from continued demand growth in the U.S and Canada.
在Ontruzant的帮助下，公布的生物仿制药收入激增了46％，前者受益于巴西和Renflexis的招标需求增加， 这得益于美国和加拿大的需求持续增长。
Established Brands remained flat Y/Y on an as-reported basis and grew 2% Y/Y ex-FX as contribution from the recent licensing of Emgality and Rayvow along with a recovery in certain injectable steroid products following last year's market action offset the impacts of Volume Based Procurement initiatives in China.
据报告，知名品牌同比持平，除外汇外，同比增长2％，这要归因于Emgality和Rayvow最近获得的许可，以及去年市场行动之后某些注射类固醇产品的复苏，抵消了中国批量采购计划的影响。
For the first quarter, Organon reported an adjusted gross margin of 62.1% vs. 65.2% a year ago.
Organon报告称，第一季度调整后的毛利率为62.1％，去年同期为65.2％。
Adjusted EBITDA margin contracted to 33.2% from 33.7% in the prior year quarter due to cost containment initiatives targeting operating expenses.
由于针对运营开支的成本控制举措，调整后的息税折旧摊销前利润率从上一季度的33.7％收缩至33.2％。
The company reported adjusted EPS of $1.22, beating the consensus of $0.93.
该公司报告调整后的每股收益为1.22美元，超过市场预期的0.93美元。
As of March-end, cash and cash equivalents were $575 million, and debt was $8.7 billion.
截至3月底，现金及现金等价物为5.75亿美元，债务为87亿美元。
Dividend: The Board of Directors declared a quarterly dividend per sharer of $0.28, payable on June 13 to stockholders of record as of May 13.
股息：董事会宣布每股季度股息为0.28美元，将于6月13日支付给截至5月13日的登记股东。
FY24 Guidance Reaffirmed: It forecasts revenue of $6.2 billion-$6.5 billion versus the consensus of $6.37 billion and adjusted EBITDA margin of 31.0%-33.0%.
重申24财年指导方针：它预测收入为62亿至65亿美元，而市场普遍预期为63.7亿美元，调整后的息税折旧摊销前利润率为31.0％-33.0％。
Investors can gain exposure to the stock via SPDR S&P Pharmaceuticals ETF (NYSE:XPH) and Invesco S&P SmallCap Health Care ETF (NASDAQ:PSCH).
投资者可以通过SPDR标普制药ETF（纽约证券交易所代码：XPH）和景顺标普小型股医疗保健ETF（纳斯达克股票代码：PSCH）获得股票敞口。
Price Action: OGN shares are up 2.18% at $19.24 at the last check Thursday.
价格走势：在周四的最后一次检查中，OGN股价上涨2.18％，至19.24美元。
Photo via Shutterstock
照片来自 Shutterstock