Added to YB: 2026-01-08
Pitch date: 2026-01-05
HROW [neutral]
Harrow, Inc.
-32.97%
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 in the United States.
Market Cap
$1.3B
Pitch Price
$54.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
29.74
P/E
-253.44
EV/Sales
5.49
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.
Read full article (1 min)