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Organogenesis (ORGO) investor relations material
Organogenesis Cantor Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Company background and leadership
Founded in 1985 as a spin-off from MIT, with over 40 years of innovation in biotech.
Transitioned from a single-product company to a comprehensive wound care and surgical organization.
Leadership includes long-tenured executives with deep industry experience.
Regulatory and reimbursement environment
Major changes to the physician fee schedule (PFS) are expected to create consistent reimbursement across all care sites.
CMS has introduced tiered reimbursement based on FDA product classifications, improving access to PMA products.
The new model eliminates the ASP plus six system, aiming to stabilize the market and focus competition on clinical efficacy.
Product portfolio and innovation
PMA products, including Dermograph and Transite, are positioned for growth with facility expansion in Rhode Island.
Two new dehydrated products launched in the second half are gaining traction.
The surgical and sports medicine segment grew 16% in Q2, driven by PuraPly and new launches like Cygnus Matrix.
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