Q1 2025 Organogenesis Holdings Inc Earnings Call Transcript

May 8, 2025 / 09:00 PM GMT

Release Date Price: $5.34 (+3.09%)

Transcript 10-Q8-K

Key Points

Positve

Organogenesis Holdings Inc (ORGO) delivered sales in line with their guidance range for Q1 2025.
The company supports CMS's decision to delay the LCD implementation, which allows for a review of coverage policies.
Organogenesis reaffirmed their financial guidance for 2025, showing confidence in their commercial strategy.
The company is aggressively pursuing additional clinical and real-world evidence to secure coverage for their products.
Organogenesis is expanding manufacturing capabilities with a new facility in Rhode Island, which will support new product introductions.

Negative

Net revenue for Q1 2025 was down 21% year-over-year, reflecting disruptions in customer demand.
Gross profit was negatively impacted by lower revenue over fixed costs and expired excess product due to LCD delays.
Operating expenses increased by $4.6 million, driven by a write-down of assets held for sale.
The company reported an operating loss of $26.7 million for Q1 2025, significantly higher than the previous year.
There is ongoing uncertainty in the market due to delays in the LCD implementation, affecting customer buying behavior.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ORGO.OQ - Organogenesis Holdings Inc
Q1 2025 Organogenesis Holdings Inc Earnings Call
May 08, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome, ladies and gentlemen, to the first quarter 2025 earnings conference call for Organogenesis Holdings Inc. At this time, all participants have been placed in a listen-only mode. Please note that this conference call is being recorded and that the recording will be available on the company's website for replay shortly. Before we begin, I would like to remind everyone that our remarks today may contain forward-looking statements that are based on the current expectations of management and involve inherent risks and uncertainties that could cause actual results to differ materially from those indicated, including the risk and uncertainties described in the company's filings with the Securities and Exchange Commission,

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