On 8 January 2026, Organon announced an agreement with Daiichi Sankyo Europe to commercialize Nilemdo® (bempedoic acid) across France, Denmark, Iceland, Sweden, Finland and Norway for patients with high cholesterol and cardiovascular disease risk who are not effectively treated with statins.
This collaboration broadens Organon’s cardiovascular portfolio in Europe and targets an underserved, often statin-intolerant population, including many women disproportionately affected by treatment gaps.
We’ll now examine how this addition of a first-in-class cardiovascular therapy could reshape Organon’s existing investment narrative and long-term growth assumptions.
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To own Organon, you need to believe that a portfolio of established brands can be gradually reshaped by targeted, higher value therapies in women’s health, dermatology, biosimilars and now cardiovascular disease. The Nilemdo agreement extends that shift into a large European market, but it does not change that the key near term catalyst remains execution on newer launches like Vtama and biosimilars, while heavy exposure to off patent products and pricing pressure still sits at the core of the main risk.
The most relevant recent development alongside Nilemdo is Organon’s continued expansion of its biosimilars collaborations with partners such as Shanghai Henlius and Samsung Bioepis, which also focus on ex U.S. markets. Together with Nilemdo in Europe, these moves speak to a consistent effort to lean on external partners to refresh the portfolio outside the United States, which matters for balancing the drag from mature brands and any funding headwinds in U.S. women’s health.
Yet beneath these new partnerships, investors should also be aware of the ongoing vulnerability to generic pressure and…
Read the full narrative on Organon (it’s free!)
Organon’s narrative projects $6.5 billion revenue and $990.3 million earnings by 2028.
Uncover how Organon’s forecasts yield a $9.36 fair value, a 15% upside to its current price.
OGN 1-Year Stock Price Chart
Eight fair value estimates from the Simply Wall St Community range widely from US$5.00 to about US$70.97, showing just how far apart individual views can be. Set against this, Organon’s reliance on mature, off patent products and exposure to pricing pressure raises questions about how resilient any long term recovery thesis might be, so you may want to compare several of these perspectives before deciding what you believe.