Added to YB: 2026-01-08
Pitch date: 2026-01-05
HROW [neutral]
Harrow, Inc.
-6.86%
current return
Author Info
No bio for this author
Company Info
Harrow, Inc., an eyecare pharmaceutical company, engages in the discovery, development, and commercialization of ophthalmic pharmaceutical products.
Market Cap
$2.0B
Pitch Price
$54.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
46.17
P/E
-399.84
EV/Sales
8.81
Sector
Pharmaceuticals
Category
growth
Phenom Capital 2025 Portfolio Update (+59%) - Part 1: Harrow, Inc.
HROW (holding update): Eye-care pharma compounder w/ 40%+ revenue CAGR since 2014, targeting >$280M 2025 revenue vs ~$200M 2024. Gross margins expanded from <40% to ~75% in 2024, targeting low-80s%. SG&A growth slower than revenue growth path to 30-40% EBIT margins. At ~$1.8B mkt cap, trades 1.8x projected Q4'27 revenue run-rate.
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