Organogenesis Holdings, Inc. Class A (ORGO)

In the past six months, Organogenesis Holdings, Inc. stock has been impacted by several key events. The company reported a year-over-year revenue decrease in Q1 2025, and a proposed new payment approach by CMS created market uncertainty, leading to a stock price drop. Q2 2025 revenue also decreased compared to Q2 2024, although earnings per share exceeded expectations due to cost controls. A Phase 3 trial of ReNu failed to meet its primary endpoint, resulting in a significant stock price decline.

Demand for Organogenesis Holdings, Inc.'s products and services is more influenced by regulatory and reimbursement factors than by traditional seasonal patterns. Uncertainty surrounding the effective date of Local Coverage Determinations (LCDs) for skin substitute grafts and cellular tissue-based products has disrupted customer demand and ordering patterns. The company anticipates growth in its Surgical and Sports Medicine segment and a stabilization in customer behavior for Advanced Wound Care, contingent on the return of key products to hospital and clinic formularies.

Organogenesis Holdings, Inc. is a regenerative medicine company focused on developing, manufacturing, and commercializing solutions for advanced wound care and surgical and sports medicine markets. The company operates in the biotechnology and healthcare sectors, utilizing proprietary regenerative medicine products derived from amniotic tissue to promote healing and tissue repair. Its major products include Apligraf, Dermagraft, and PuraPly AM for advanced wound care, and NuShield and PuraForce for surgical and sports medicine.

Organogenesis Holdings, Inc. is headquartered in Canton, Massachusetts, and maintains manufacturing and distribution capabilities within North America. While most sales are within the United States, the company also operates in Switzerland and plans to increase its focus on sales outside the U.S., including in the European Union and the Middle East. The company serves a broad range of healthcare providers, including hospitals, wound care centers, government facilities, ambulatory service centers, and physician offices.

In the past year, Organogenesis Holdings, Inc.'s brand reputation has been significantly affected by the announcement of the failed second Phase 3 trial for its ReNu product. This clinical setback led to a sharp decline in the company's stock price. Following this news, several law firms announced investigations into Organogenesis Holdings, Inc. for potential securities fraud violations, focusing on whether the company issued misleading statements or failed to disclose pertinent information.

Organogenesis Holdings, Inc. is owned by a mix of institutional shareholders and insiders. Institutional shareholders hold 54.70% of the company, while insiders hold a substantial 761.48%. Major individual shareholders include Alan A. Ades, Glenn H. Nussdorf, and Dennis Erani. Top institutional holders include The Vanguard Group, Inc., BlackRock, Inc., State Street Corp., Soleus Capital Master Fund, L.P., and Assenagon Asset Management S.A.