Core Viewpoint - Harrow (HROW) shares experienced a significant increase of 9.7% to $44.9, following the company's reaffirmation of its revenue guidance for full-year 2025 and ongoing progress in its commercial and development initiatives [1][2]. Group 1: Company Performance - Harrow plans to double its VEVYE sales team, expand IHEEZO into office-based care, and double the surgical sales force for TRIESENCE [2]. - The company is expected to report quarterly earnings of $0.35 per share, reflecting a year-over-year increase of 40%, with revenues projected at $87.5 million, up 30.9% from the same quarter last year [3]. - The consensus EPS estimate for Harrow has been revised 117.4% higher over the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [4]. Group 2: Industry Context - Harrow operates within the Zacks Medical - Drugs industry, where another company, Assertio (ASRT), saw a 3.9% increase in its stock price, closing at $12.24, and has returned 28.9% over the past month [5]. - Assertio's consensus EPS estimate has decreased by 1.4% over the past month to -$3.05, representing a significant decline of 84.9% compared to the previous year [6].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 30, 2026 HARROW, INC. (Exact name of registrant as specified in its charter) (Commission File Number) Delaware 001-35814 45-0567010 (IRS Employer Identification No.) 1A Burton Hills Blvd., Suite 200 Nashville, Tennessee 37215 (Address of principal executive offices) (Zip Code) Registran ...

Doubling of VEVYE® Sales Force is On Track, Expansion of IHEEZO® Commercial Footprint to the Office-Based Setting Underway, and Doubling TRIESENCE® Commercial Footprint in the Surgical-Based Setting is Proceeding OneHarrow Initiative is Launched to Unify Branding under Harrow Patrick W. Sullivan Promoted to Serve as Harrow’s Chief Commercial Officer MELT-300 and MELT-210 Programs on Track for New Drug Application Filings Harrow’s ImprimisRx Settles Pending Regulatory Matters with the California Board of Pha ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of HROW either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Disclaimer: Commentary presented is NOT individualized investment advice. Opinions offered here are NOT personalized recommendations. Readers ...

We came across a bullish thesis on Harrow, Inc. on MVC Investing’s Substack by M. V. Cunha. In this article, we will summarize the bulls’ thesis on HROW. Harrow, Inc.'s share was trading at $47.84 as of January 12th. HROW’s trailing and forward P/E were 9.64 and 44.25  respectively according to Yahoo Finance. massimofusaro/Shutterstock.com Harrow, Inc., an eyecare pharmaceutical company, engages in the discovery, development, and commercialization of ophthalmic pharmaceutical products. HROW has quietly ...

Company Overview - Harrow (HROW) is a rapidly growing ophthalmic pharmaceutical company focused on providing a wide range of eye care drugs in the United States [1]. Investment Philosophy - The investment approach reflects the teachings of renowned investors such as Warren Buffett and Charlie Munger, emphasizing a long-term value investment strategy [1]. Analyst Background - The analyst has a PhD in theoretical physics from UC Berkeley and has transitioned from a brief career in physics to investing, accumulating experience as an analyst at a billion-dollar fund before starting a small fund in 2009 [1].

Summary of Harrow (NasdaqGM:HROW) FY Conference Call - December 02, 2025 Company Overview - **Company**: Harrow Health, Inc. - **Industry**: Biopharmaceuticals, specifically focusing on ophthalmology and anesthesiology Key Points MELT Acquisition and Technology - The MELT acquisition, closed in mid-November, is seen as a strategic fit to expand into procedural sedation beyond ophthalmology, targeting markets like dental and plastic surgery [5][6][7] - The MELT-300 product aims to reduce opioid exposure in cataract surgeries, with over 90% of patients currently receiving IV fentanyl [6] - The company has a patent portfolio that supports both domestic and international markets [7] - A special protocol agreement (SPA) with the FDA is in place, with efficacy studies completed showing MELT-300's superiority over individual components [8] Commercialization Strategy - Harrow plans to leverage its established infrastructure in ophthalmology while seeking partnerships in non-ophthalmology markets [10][11] - The company has hired Frank Mullery, a former Mylan executive, to enhance its access to the hospital market [10] Product Pipeline - **MELT-210**: Positioned as an oral dissolving tablet for sedation, targeting a wide range of procedures and potentially tens of millions of use cases [12][14][15] - **Vevye**: A product for dry eye disease that has nearly doubled its market share in recent quarters due to a significant coverage win, allowing for easier patient access [16][18][20] - **IHEEZO**: A topical anesthetic for intravitreal injections, expected to generate around $50 million in revenue for the year, with a goal of capturing 10% market share by 2027 [27][28][29] - **TRIESENCE**: After a disappointing start, the product is showing signs of recovery with new commercial leadership and a focus on full-label promotion [30][31][32] Biosimilars Strategy - Harrow plans to enter the biosimilar market with ranibizumab and aflibercept, aiming to create a comprehensive solution for retinal practices [34][36] - The company expects to capture a modest market share, focusing on quality and service rather than competing aggressively with existing products [39][40] Access Programs - The Harrow Access for All program aims to ensure that patients have access to medications with minimal out-of-pocket costs, achieving over 90% coverage for key products [42][44] Business Development and M&A - The company is open to further business development and M&A opportunities, particularly if they can acquire valuable assets at favorable prices [45] Additional Insights - The company emphasizes a patient-centric approach in its product development and marketing strategies, aiming to improve patient experiences across its offerings [6][16][27] - Harrow's focus on building a comprehensive suite of products for surgical and retinal markets positions it well for future growth [35][36] This summary encapsulates the key insights from the conference call, highlighting Harrow's strategic initiatives, product developments, and market positioning within the biopharmaceutical industry.

Company Overview - Harrow, Inc. (HROW) is an emerging leader in FDA approved branded ophthalmic pharmaceuticals, having transitioned from an ophthalmic compounding pharmacy since its inception in 2015 [1] - The company currently holds approximately 35% market share in its niche, which is significantly larger than its competitors, estimated to be around 10 times their share [1] Investment Philosophy - The investment approach reflects principles similar to those of renowned investors Warren Buffett and Charlie Munger, focusing on a select group of companies with which the analyst has developed a long-standing familiarity [1] - The analyst emphasizes the importance of maintaining composure during market panics, suggesting that current market conditions present a favorable investment opportunity [1]

Core Insights - Harrow's revenue growth and expanding product portfolio have attracted the attention of Penn Capital Management, which acquired a new position in the company valued at approximately $15.7 million [1][2][10] Company Overview - Harrow operates as a specialty pharmaceutical company focused on the ophthalmic sector, offering a diversified portfolio of branded and compounded products [5][6] - The company's market capitalization is $1.5 billion, with a revenue of $250 million and a net income of -$5 million over the trailing twelve months (TTM) [4] Financial Performance - In the third quarter, Harrow reported a revenue increase of 45% to $71.6 million, with GAAP net income of $1 million and adjusted EBITDA reaching $22.7 million, nearly tripling from the prior year [10] - The company ended the quarter with $74.3 million in cash, enhancing its liquidity during a period of portfolio expansion [10] Strategic Positioning - Harrow's strategy includes direct product commercialization and strategic equity and royalty interests in innovative drug development, targeting ophthalmologists and specialty healthcare providers in the U.S. [6] - Recent strategic wins, such as formulary listings for VEVYE and the acquisition of Melt Pharmaceuticals, position the company for continued growth and optionality heading into 2026 [10][11] Market Context - As of the latest market close, Harrow shares were priced at $41.30, down 2% over the past year, underperforming the S&P 500, which increased by 13% in the same period [3]

Core Insights - Harrow, Inc. is a leading provider of ophthalmic disease management solutions in North America, focusing on a comprehensive portfolio of products for various eye conditions [2] Upcoming Events - Harrow management will participate in two investor conferences in December 2025: - BTIG 5th Annual Ophthalmology Day (Virtual) on December 1, 2025, at 8:30 AM EST [1] - Piper Sandler 37th Annual Healthcare Conference in New York on December 2, 2025, at 3:00 PM EST, which will be webcast live [1] Company Overview - Harrow offers solutions for conditions affecting both the front and back of the eye, including dry eye disease, age-related macular degeneration, cataracts, refractive errors, glaucoma, and other ocular surface and retina diseases [2] - The company is committed to providing safe, effective, accessible, and affordable medications to enhance patient compliance and improve clinical outcomes [2]