OGN Organon & Co.

NEUTRAL Impact: 3/10 DEFA14A
Horizon weeks Filed Apr 30, 2026 Processed 1mo ago SEC 0001193125-26-194151
Proxy solicitation materials
Latest settled — T+20d ⚠ clustered
OGN ▲ +0.83% at T+20d
NEUTRAL call ✓ call won +0.83% · α vs SPY -4.40% · entry $13.25 → $13.36
Next anchor: T+60d in 7w
Last close $13.39 (close Jun 8) · +1.09% from $13.25 entry
Entry anchored
Apr 30, 2026
via day open
T+1d
+0.30%
call +0.30% · α +0.08%
$13.29
settled 6w ago
T+5d
+0.45%
call +0.45% · α -1.27%
$13.31
settled 5w ago
T+20d
+0.83%
call +0.83% · α -4.40%
$13.36
settled 12d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Organon filed this DEFA14A as additional soliciting material in support of its pending acquisition by Sun Pharma for $14.00 per share in cash. The document is an employee-focused Q&A that reiterates deal terms, including one-year compensation and benefits protections, and confirms the path to a shareholder vote and regulatory approvals. This is a routine communication that does not change the deal's terms or probability of closing.

Actionable Insight

The DEFA14A contains no new financial or strategic information — it is a routine employee communication. The stock should trade near the $14.00 deal price with a small spread reflecting regulatory and timing risk. Monitor for the definitive proxy statement and any shareholder litigation that could delay or alter terms.

Key Facts

  • Sun Pharma to acquire Organon for $14.00 per share in cash, representing a 103% premium
  • Enterprise value of $11.75 billion
  • Deal announced April 26, 2026; definitive merger agreement signed same day
  • Organon remains independent until closing; shareholder vote and regulatory approvals in more than a dozen countries required
  • Pre-2026 RSUs will fully accelerate and be paid out in cash at $14.00 per unit at closing
  • Post-2026 RSUs will convert to cash-based awards at $14.00 per unit and continue vesting on original schedule
  • Sun Pharma commits to one year of base salary, bonus, benefits, and severance protections for continuing employees
  • Prior service at Organon will be credited for vesting, benefit accrual, and eligibility at Sun Pharma

Financial Impact

Deal valued at $11.75 billion enterprise value; $14.00 per share cash consideration

revenueenterprise valueequity value

Risk Factors

  • Regulatory approvals in multiple jurisdictions may delay or block closing
  • Shareholder vote required; failure to obtain minimum vote could scuttle deal
  • Competing acquisition proposals could emerge
  • Stockholder litigation could result in costs or injunctions

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)0001193125-26-194151
Document: 0001193125-26-194151-index-headers.html0001193125-26-194151
Document: 0001193125-26-194151-index.html0001193125-26-194151
Document: 0001193125-26-194151.txt0001193125-26-194151
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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