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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (77537)	5/7/2025 10:31:09 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78778

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