This carefully selected group of biopharmaceutical stocks represents companies that could benefit from Organon's recent discontinuation of its endometriosis drug. Our analysts have identified these firms as potential leaders in addressing the significant unmet needs in women's health.
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Published on July 3
With Organon's exit, these companies now have clearer paths to becoming leaders in a multi-billion dollar market. Early investors could benefit from clinical success or acquisition interest.
Endometriosis affects roughly 1 in 10 women worldwide, yet treatment options remain limited. Companies that successfully develop effective therapies could capture significant market share in this underserved space.
This is a timely investment theme triggered by a specific market event. The competitive landscape has suddenly shifted, potentially accelerating partnerships, funding, and clinical development for these companies.
With Organon halting development of OG-6219, the endometriosis treatment landscape has dramatically shifted. Companies pursuing novel therapies for this condition now face less competition in a market with persistent, high unmet medical needs affecting millions of women worldwide.
This group includes companies across various stages of development, from early research to late-stage clinical trials. They span women's health, immunology, fibrotic diseases, and other therapeutic areas with technologies potentially applicable to endometriosis treatment.
These companies were selected because they have pipelines or technologies relevant to women's health or adjacent therapeutic areas. With a major competitor's exit, they're now better positioned to attract capital, form partnerships, and potentially capture market share in this specialized field.
This basket's total market capitalisation is 33,505.13 and is heavily anchored by a single large-cap holding, giving the basket a concentrated, generally more stable profile.
FEMY: $27.47M
TXMD: $13.54M
FGEN: $45.09M
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Here are a few of the assets in this group. Create an account to unlock the full list.
FEMASYS INC
FEMY
Current Price
$2.60
As a biomedical company focused on addressing unmet needs in women's health, the failure of a major endometriosis candidate could draw significant att...
As a biomedical company focused on addressing unmet needs in women's health, the failure of a major endometriosis candidate could draw significant attention to its portfolio of solutions.
THERAPEUTICSMD INC
TXMD
Current Price
$2.05
This women's health company's approved products could see renewed focus as a competitor's pipeline drug for endometriosis fails, highlighting the valu...
This women's health company's approved products could see renewed focus as a competitor's pipeline drug for endometriosis fails, highlighting the value of existing treatments.
FibroGen Inc
FGEN
Current Price
$0.29
FibroGen has investigated treatments for uterine fibroids, a related condition; with a major competitor out, its pipeline in the broader fibrotic dise...
FibroGen has investigated treatments for uterine fibroids, a related condition; with a major competitor out, its pipeline in the broader fibrotic disease space could gain traction.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+96.79%
On average, analysts expect assets in this group to grow 96.79% over the next year.
11 of 14 assets in this group are rated Buy by professional analysts.
