Added to YB: 2025-11-17
Pitch date: 2025-11-13
HROW [neutral]
Harrow, Inc.
+23.68%
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
$36.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
38.20
P/E
-324.83
EV/Sales
7.29
Sector
Pharmaceuticals
Category
growth
Harrow (HROW): Q3 2025 Earnings Review
HROW (earnings): Record Q3 revenue $71.6M (+45% YoY), EBITDA $22.7M (31.7% margin). VEVYE driving growth w/ 21.5% QoQ increase, 10.5% dry-eye market share (vs 5.2% Q1). Major PBM coverage starting Jan 2026 = transformational. IHEEZO $21.9M (+70% YoY). Pipeline: BYQLOVI Q1 2026, MELT-300 NDA H1 2027. Guidance lowered to $270-280M vs $280M+ on temporary supply issue (resolved). Strong balance sheet, $74M cash.
Read full article (13 min)