Deep Dive Bull/Bear x.com
Conclusion The bull case for OGN hinges on its undervaluation, robust FCF, and strategic pivot to deleveraging and growth via Nexplanon, Vtama, and biosimilars. The stock’s low P/E and 23% FCF yield, combined with analyst optimism (48% upside), make it a strong contrarian pick for value investors willing to tolerate volatility. The bear case, however, is significant: the dividend cut has eroded trust, revenue declines and high debt pose risks, and earnings erosion threatens long-term stability. Competitive pressures and sector headwinds further cloud the outlook.
The CEO & CFO buying is a good sign ..they took big hits along with shareholders, but I'm a bit wary of misdirection after the CEO had said last Qtr that maintaining the dividend was a top priority |
