OGN Organon & Co.

NEUTRAL Impact: 5/10 DEFA14A
Horizon months Filed Apr 27, 2026 Processed 1mo ago SEC 0001193125-26-182412
Proxy solicitation materials
Latest settled — T+20d ⚠ clustered
OGN ▲ +0.71% at T+20d
NEUTRAL call ✓ call won +0.71% · α vs SPY -4.75% · entry $13.32 → $13.41
Next anchor: T+60d in 6w
Last close $13.39 (close Jun 8) · +0.56% from $13.32 entry
Entry anchored
Apr 27, 04:02 PM ET
via Databento tick
T+1d
+0.11%
call +0.11% · α +0.12%
$13.33
settled 6w ago
T+5d
-0.41%
call -0.41% · α -2.10%
$13.26
settled 5w ago
T+20d
+0.71%
call +0.71% · α -4.75%
$13.41
settled 15d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Organon filed additional definitive proxy soliciting materials (DEFA14A) containing a transcript of an all-employee town hall where management explains the rationale for the proposed acquisition by Sun Pharma for $14.00 per share in cash. This filing is part of the solicitation for shareholder approval of the merger.

Actionable Insight

Monitor for the filing of the definitive merger proxy statement and the shareholder vote date. The deal premium suggests limited upside but downside if deal fails. Watch for regulatory review and potential competing bids.

Key Facts

  • Merger agreement with Sun Pharma announced on April 27, 2026, for $14.00 per share in cash.
  • Town hall transcript includes remarks from Executive Chair Carrie Cox and CEO Joe Morrissey supporting the deal.
  • Board appointed Joe Morrissey as permanent CEO to lead through the transition.
  • Organon acknowledges near-term debt challenges as a factor in the decision to sell.

Financial Impact

$14.00 per share in cash acquisition premium of 103% over prior close.

share priceenterprise value

Risk Factors

  • Regulatory approvals may not be obtained or may impose conditions.
  • Shareholder vote may not be secured (though management support is strong).
  • Integration risks and potential employee attrition.

Market Snapshot

Exchange
NYSE
Sector
Pharmaceutical Preparations
Analyst Consensus
6% bullish (16 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-182412
Document: 0001193125-26-182412-index-headers.html0001193125-26-182412
Document: 0001193125-26-182412-index.html0001193125-26-182412
Document: 0001193125-26-182412.txt0001193125-26-182412
10 reports for OGN
Performance horizon
83% Hit rate 5 of 6 directional calls best @ T+20▲ +1.94%Apr 27, 2026
Filters
Rows
Reports for OGN — sortable, filterable
Type Now
Jun 1, 2026
8d ago
PREM14A
BULLISH ★ 8/10
$13.37 $13.36▼ −0.04%▲ +2.71%$13.39 (+0.19%)
Apr 30, 2026
5w ago
DEFA14A
NEUTRAL ★ 3/10
$13.25 $13.31▲ +0.45%▼ −1.27%$13.39 (+1.09%)
Apr 30, 2026
5w ago
8-K
BEARISH ★ 6/10
$13.25 $13.31▼ −0.45%▲ +1.27%$13.39 (−1.09%)
Apr 27, 2026
6w ago
DEFA14A
BULLISH ★ 7/10
$13.32 $13.26▼ −0.41%▼ −2.10%$13.39 (+0.56%)
Apr 27, 2026
6w ago
DEFA14A
NEUTRAL ★ 5/10
$13.32 $13.26▼ −0.41%▼ −2.10%$13.39 (+0.56%)
Apr 27, 2026
6w ago
DEFA14A
BULLISH ★ 9/10
$13.16 $13.26▲ +0.76%▲ +0.36%$13.39 (+1.79%)
Apr 27, 2026
6w ago
DEFA14A
BULLISH ★ 8/10
$13.16 $13.26▲ +0.76%▲ +0.36%$13.39 (+1.79%)
Apr 27, 2026
6w ago
8-K
BULLISH ★ 8/10
$13.16 $13.26▲ +0.76%▲ +0.36%$13.39 (+1.79%)
Apr 24, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$13.16 $13.26▲ +0.76%▲ +0.36%$13.39 (+1.79%)
Mar 6, 2026
13w ago
Court Ruling
NEUTRAL ★ 4/10
$6.56 $6.34▼ −3.36%▼ −1.83%$13.39 (+104.27%)
Showing 10 of 10

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