Orgenesis Inc. (ORGS): Marketing Mix Analysis [Dec-2025 Updated]

You're looking at a biotech company, Orgenesis Inc., making a massive, high-stakes pivot to decentralize cell and gene therapy (CGT) manufacturing, and honestly, the numbers tell a fascinating, if early, story. While their pipeline asset, ORG-101, shows incredible promise with an 82% complete response rate in adults, the trailing twelve months revenue as of mid-2025 was just about $0.90 million-that's the near-term risk you need to factor in. As a former head analyst, I've mapped out exactly how their Product, Place, Promotion, and Price strategies are set up to support this radical shift from centralized production, so let's dive into the four P's to see if this decentralized bet is paying off.

Orgenesis Inc. (ORGS) - Marketing Mix: Product

You're looking at the core offerings from Orgenesis Inc. (ORGS) as of late 2025, which center entirely on enabling decentralized, point-of-care (POC) manufacturing for cell and gene therapies (CGTs). The product strategy is a dual approach: proprietary therapeutic candidates developed using their manufacturing technology, and the technology platform itself, which is licensed and supported by services.

POCare Platform: Closed, automated system for decentralized CGT production.

The foundation of Orgenesis Inc. (ORGS) product strategy is the POCare Platform, designed to overcome the logistic and cost hurdles of traditional centralized biomanufacturing. This platform enables sterile, scalable, onsite processing of CGTs. The technology leverages closed, automated processes validated for reliability and scalability across a global network of POCare Centers.

• The platform is built on three components: Therapies, Technologies, and Network.
• It aims for harmonized, reproducible manufacturing environments.
• The decentralized model is intended to improve patient access and reduce costs.

Octomera Mobile Processing Units and Labs and POCare Development Services

The physical manifestation of the technology component is the Octomera Mobile Processing Unit and Lab (OMPUL™), which functions as a fully integrated, closed-loop, all-in-one bioprocessing unit. These units are the hardware that creates the POCare Centers within hospitals and academic institutions. The speed of deployment is a key product feature, drastically cutting the time required to establish a CGT production facility compared to traditional cleanrooms.

The service element, POCare Development Services, is embedded in the platform's licensing and support structure. Partners benefit from Orgenesis Inc. (ORGS)'s know-how in CGT process development and validation. The company's Trailing Twelve Months (TTM) revenue as of mid-2025 was reported at only $0.90 million, reflecting the early stage of commercial adoption for these platform services, alongside a TTM net loss of $34.4 million.

ORG-101 CAR-T therapy: Key pipeline asset with an 82% complete response rate in adult B-cell ALL.

ORG-101 is a CD19-directed CAR-T therapy produced using a third-generation lentiviral vector with a proprietary CAR construct. Clinical efficacy data from a real-world study involving 233 patients treated at a center in China demonstrated strong outcomes. The safety profile appears favorable, with severe CRS incidence at 2% for adults and 6% for children, which Orgenesis Inc. (ORGS) noted is low compared to approved treatments. The company is preparing to advance this asset into its own Phase 1/2 multicenter clinical study, with the first site planned at the General University Hospital of Patras in Greece.

Neurocords Assets: Regenerative medicine therapies for spinal cord injuries, acquired March 2025.

Orgenesis Inc. (ORGS) expanded its pipeline into regenerative medicine with the acquisition of certain assets from Neurocords LLC, completing the transaction on March 6, 2025. The consideration for these assets, which include intellectual property and data related to spinal cord injury (SCI) therapies, was $5.7 million, paid through the issuance of 1.2 million shares of common stock. This move adds therapies targeting vascular and musculoskeletal diseases to the overall product portfolio, complementing the immuno-oncology focus of ORG-101.

The POCare Network itself is a product component, representing the physical footprint where the technology is deployed. As of the latest updates, this network includes Development and Service Centers in the United States, Belgium, Israel, and South Korea, established through partnerships with academic, hospital, and biotech entities.

Finance: review the Q3 2025 cash burn rate against the TTM net loss of $34.4 million by next Tuesday.

Orgenesis Inc. (ORGS) - Marketing Mix: Place

The distribution strategy for Orgenesis Inc. centers on decentralization, bringing manufacturing capacity directly to the clinical site to enhance patient access and reduce logistical complexity for cell and gene therapies.

POCare Network: Global decentralized network of hospitals and academic centers

The POCare Network forms the foundation of the POCare Platform, designed to enable the development, implementation, and distribution of pipeline therapies directly at the point of care.

• Ecosystem includes industry partners, academia, researchers, and hospitals across the globe.
• Collaborative research, process development, clinical trials, and commercial production are conducted within this network.
• The network aims to achieve harmonized, regulated clinical development and production of POCare advanced therapies.

Multi-Continent Footprint: Operating facilities established across the US, Europe, and Israel

Orgenesis Inc. maintains a physical presence across multiple continents to support its decentralized model, with established centers and headquarters.

Point-of-Care Delivery: Production moves closer to the patient, cutting complex logistics

The core of the Place strategy is the deployment of the POCare Platform, which utilizes proprietary processing units to manufacture therapies onsite.

• Utilizes OMPULs (Orgenesis Mobile Processing Units and Labs), described as a fully integrated, closed loop all-in-one bioprocessing unit.
• The model is designed to expedite capacity setup, enhance production efficiency, and reduce treatment costs.
• The acquisition of Neurocords LLC assets in March 2025 is intended to create an autologous neural cell production platform to expedite capacity setup.
• The decentralized approach is validated by production data as a cost-efficient way to provide access to Advanced Therapies.

Strategic Partnerships: Collaborations with institutions to pilot and validate therapy workflows

Distribution and validation are heavily reliant on institutional collaborations to establish therapy workflows.

• Collaboration with Harley Street Healthcare Group to set up a Global Cancer Initiative.
• Initiating a Phase 1/2 multicenter clinical study of ORG-101 CAR-T therapy in Greece, supported by a grant by 'Enterprise Greece'.
• The company works with technology partners to build customized, automated processing systems validated for GMP compliant production at the point of care.

OTCQX Market: Stock trades on the OTCQX, reflecting a shift from the Nasdaq

The company's securities trading venue reflects a recent change in its public market status.

Orgenesis Inc. common stock trades on the OTCQX® Best Market under the ticker symbol ORGS, following a delisting from the Nasdaq Stock Market (Source 2, 5). The delisting resulted from failure to meet the required stockholders' equity threshold (Source 5). As of Dec 03, 2025, the stock price was 0.750 (Source 2). The stock reached an all-time low of 0.0001 USD on Jul 28, 2025 (Source 3). The market capitalization as of Jul 08, 2025, was $878.77 K USD (Source 3). Orgenesis Inc. has plans to reapply for a Nasdaq listing (Source 2, 5). Trade data from 11/28/2025 shows prices of 0.17 and 0.75 (Source 7).

Orgenesis Inc. (ORGS) - Marketing Mix: Promotion

Promotion for Orgenesis Inc. (ORGS) centers on validating its decentralized Cell and Gene Therapy (CGT) platform through clinical milestones, strategic commercialization partnerships, and financial stability announcements.

Clinical Data Focus

The promotion strategy heavily highlights clinical validation to build scientific credibility for the platform. This centers on the ORG-101 CAR-T therapy results, which serve as a proof point for the entire decentralized manufacturing model.

Key efficacy and safety statistics from the real-world study of ORG-101 in patients with CD19+ Acute Lymphoblastic Leukemia (B-cell ALL) are central to this communication:

• Complete Response (CR) rate in adult patients: 82%.
• Complete Response (CR) rate in pediatric patients: 93%.
• Incidence of severe Cytokine Release Syndrome (CRS) in adult patients: 2%.
• Incidence of severe Cytokine Release Syndrome (CRS) in pediatric patients: 6%.
• The study involved 233 patients at a leading hematology center in China.

Strategic Alliances and Value Proposition

Orgenesis Inc. promotes its ability to lower costs and increase accessibility by showcasing partnerships that operationalize its decentralized manufacturing technology, specifically the Octomera Mobile Processing Units and Labs (OMPULs™).

The collaboration with Germfree is a key promotional element for the OMPULs, positioning them as the tangible solution for distributed CGT production. This directly supports the value proposition of drastically lowering CGT costs.

Investor Relations

Investor communications focus on securing capital to advance the pipeline and roll out the decentralized platform, providing concrete financial anchors for the company's near-term operational runway.

The January 2025 financing event is a primary example used to demonstrate market confidence and provide operational flexibility.

Investor Relations Highlights:

• Secured an equity line of credit of up to $5 million from Williamsburg Venture Holdings, LLC, announced in January 2025.
• Initial funding received upon registration statement effectiveness: $750,000.
• Remaining capital available over a 24 month period: $4.25 million.
• Share purchase price terms included a discount to market price, set at 90% of the average of the two lowest Volume-Weighted Average Prices (VWAP) over five consecutive trading days.

Longevity Initiative

The partnership with Harley Street Healthcare Group (HSHG) is promoted to signal Orgenesis Inc.'s expansion into the high-growth global wellness and longevity market, leveraging its biotech innovations through a service model.

This alliance is structured to bring personalized preventative care and regenerative therapies to market globally.

• Joint Venture (JV) ownership split: Orgenesis 49%, HSHG 51%.
• HSHG committed to invest up to $10 million over three years into Orgenesis and the JV.
• HSHG held an option to invest an additional $5 million by the end of 2025.
• The JV intends to launch services including immune cell banking and regenerative therapies in regions like the United Kingdom, UAE, and Canada.

Orgenesis Inc. (ORGS) - Marketing Mix: Price

You're looking at the pricing strategy for Orgenesis Inc. (ORGS) and the immediate picture is one of a company prioritizing platform adoption and technology transfer fees over immediate high-volume product sales. The price element here isn't about setting a consumer price for a finished drug; it's about the cost structure and fees associated with industrializing and deploying their decentralized Point of Care (POCare) manufacturing system.

Service and Licensing Fees: Primary revenue from POCare system licensing and development support.

The current revenue stream is heavily weighted toward services that validate the technology. This includes R&D services provided to out-licensing partners and fees for technology transfer. You see this reflected in the minimal top-line performance, which is a critical near-term reality you must factor into any valuation. For the trailing twelve months (TTM) ending mid-2025, Orgenesis Inc. (ORGS) reported revenue of only approximately $0.90 million (or $899.00K). This revenue is the price paid by partners to access Orgenesis Inc.'s expertise in scaling up cell and gene therapy (CGT) production under Good Manufacturing Practice (GMP) standards.

Royalty Model: Expecting future high-margin, recurring revenue from therapy royalties and long-term contracts.

The long-term pricing power is tied to royalties, which represent the high-margin upside. For instance, following a recent corporate restructuring, Orgenesis Inc. secured a 5% royalty on Octomera's net revenue for the three calendar years spanning 2025-2027. This structure shows a clear intent to shift revenue capture from upfront service fees to recurring, high-margin percentages once therapies are commercialized through the POCare Network.

Low Near-Term Revenue: Trailing twelve months (TTM) revenue as of mid-2025 was approximately $0.90 million.

Honestly, the current revenue number signals that the pricing model is still in the early adoption phase, not mass commercialization. You need to look past this low figure and focus on the pipeline of potential contract value. The TTM revenue of $0.90 million contrasts sharply with the TTM Net Loss of about $34.4 million as of mid-2025, defintely underscoring the cash-intensive nature of building out this decentralized platform.

Here's a quick look at the financial context surrounding this pricing strategy as of late 2025:

Cost-Competitive Edge: Pricing strategy leverages the decentralized model to undercut centralized CGT manufacturing costs.

The core value proposition driving future pricing acceptance is cost reduction. Orgenesis Inc.'s decentralized approach is designed to be inherently cheaper than the traditional, high-cost centralized Contract Development and Manufacturing Organization (CDMO) model. The total global CGT manufacturing market is estimated to be worth approximately $14.69 billion in 2025. By offering a harmonized, automated system closer to the patient, Orgenesis Inc. is pricing its service to be more accessible, aiming to capture market share from this massive, expensive industry.

Contract Structure: Revenue comes from multi-year contracts for industrializing and supplying advanced therapies.

The structure of these agreements is key to revenue predictability. You are seeing Master Services Agreements (MSAs) being signed that commit partners to development services related to licensed therapies. The near-term value is locked into these multi-year commitments, with the company having secured POCare Network contracts that could translate to over $40 million in revenue over the next three years if those partnerships fully materialize.

The pricing strategy is therefore a two-tiered approach:

• Service fees and technology transfer charges fund near-term operations.
• Future royalties and multi-year contract milestones represent the long-term, high-margin pricing power.

Finance: draft 13-week cash view by Friday.