Organogenesis Holdings (ORGO) Q2 FY26 earnings call

Organogenesis navigated a challenging Q2 FY26 marked by significant year-over-year revenue contraction due to CMS policy changes in the skin substitute market. Despite this, the company demonstrated sequential revenue improvement and substantial market share gains in wound care unit volume. Management has implemented strategic cost reductions and is prioritizing its evidence-based portfolio and pipeline assets like Amnuvx, aiming for stabilization and future growth in a recalibrated market.