Added to YB: 2025-10-03
Pitch date: 2025-10-01
HROW [bullish]
Harrow, Inc.
-3.37%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Sign up for the newsletter.
Company Info
Harrow, Inc., an eyecare pharmaceutical company, engages in the discovery, development, and commercialization of ophthalmic pharmaceutical products.
Market Cap
$1.6B
Pitch Price
$48.70
Price Target
69.00 (+47%)
Dividend
N/A
EV/EBITDA
38.20
P/E
-324.83
EV/Sales
7.29
Sector
Pharmaceuticals
Category
growth
M. V. Cunha | Portfolio Update – 09/30/2025 – Q3 Review: Bought - Harrow, Inc.
HROW: Added to position after Q2/Investor Day. 30-40% op margins, Q4 2027 revenue targets imply 100%+ returns in 2yrs. Melt Pharma acquisition adds growth levers post-2027. Execution risk exists but mgmt shareholder-aligned. Strong long-term conviction despite market underreaction.
Read full article (1 min)