Added to YB: 2025-11-10
Pitch date: 2025-11-04
HROW [bullish]
Harrow, Inc.
+32.56%
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
$35.50
Price Target
112.50 (+139%)
Dividend
N/A
EV/EBITDA
38.20
P/E
-324.83
EV/Sales
7.29
Sector
Pharmaceuticals
Category
growth
Harrow, Inc. (HROW): Investment Thesis Explained
HROW: Ophthalmic pharma platform targeting $1B+ 2028 revenue (vs $280M 2025E) with 30-40% EBIT margins. Portfolio includes VEVYE dry eye drug (patents to 2039), retina biosimilars BYOOVIZ/OPUVIZ launching 2026-27 entering $12B market, & MELT-300 sedation tablet (NDA 2027). Trading ~5x 2028E EBIT implies $112+ target vs $37 today.
Read full article (18 min)