HROW Harrow Health Inc

$HROW I’m thinking Harrow’s pre-NDA meeting for G-Melt is this week. Hoping Harrow does a PR after the meeting.

$HROW SYD-101 will be >100M drug. Not massive, but big enough for Harrow. Santen bought rights for RYJUNEA in EU. (you remember who bought stuff from them in US). Sydnexis sold rights for royalties to Ligand for 23M US rights ready for BUYOUT. Nothing else left. Harrow's drug.

$HROW OK, no one can predict the short term share price. Ar some point, it will go much higher than expected. The value of Harrow’s assets will justify a share price north of $200.

$HROW What you think about Q3 revenue. I think 95M. Some people would be disappointed but i think stock would hit this yea $40 bc valuation is ridiculous. Late next year$100. Some investor expects 109.7M for Q3. I am ok with 90M revenue. And Q4 1.4*Q3 = full year 330M. But i would want 95M.

$HROW Next: 🔸MELT NDA (pre-NDA meeting + submission) Q4 🔸BYQLOVI commercial launch Q4 🔸IHEEZO, NATACYN and CR-01 topline data Q4 🔸TRIESENCE topline data Q1 27 🔸Opuviz launch Q1 27 🔸Investor day Q1 27 Bonus: M&A? ⬇️💪

$HROW Harrow spent years building distribution and market share, often sacrificing near-term monetization. As a small player vs. larger pharma/PBMs, it made concessions on pricing, GTN, rebates and access, making revenue and FCF unusually lumpy. IHEEZO and VEVYE show the disconnect: strong underlying unit, prescription and market-share growth despite seasonality, channel dynamics and GTN pressure. With IHEEZO pricing improving, VEVYE gaining Tier-1 access and the commercial buildout nearing completion, HROW may be shifting from distribution-building to monetization. If concessions reverse while volume grows, FCF could inflect far faster than historical financials suggest—potentially creating a mispricing for investors focused on quarterly algorithms rather than demand → monetization → operating leverage → FCF. I’m betting on the inflection.

$HROW back in with an acceptable position at 34.95 per share. Will be back over 40 in a jiffy

$HROW Anyone still think that losing the chief accounting officer without a reasonable explanation didn’t affect the stock price ? It is definitely a buying opportunity as the long range outlook is still great but short term it just seems that Harrow can’t stop tripping over its own feet.

$HROW now all the selling makes sense with the boston based fund opaleye unwinding, with an over 100M position in the company.

$HROW I had/have a tracking position. If I still have it I will sell on Monday. This chart is busted for now, lost its sponsorship. It’s got to base build and I don’t want to invest in stocks that are not in an uptrend. The market can blow apart before this gets back on its feet.

$HROW Starting Monday, October 5, Harrow is opening up four exciting new opportunities on our sales team. If you're a proven leader in pharma/specialty pharmacy sales, you'll want to keep an eye out 👀 Here's what's coming: ✅ Regional Sales Director – East Coast (2nd line leadership) ✅ Regional Sales Director – West Coast (2nd line leadership) ✅ Area Sales Manager – Northeast (ME, NH, CT + surrounding states) ✅ Area Sales Manager – North Central (IL, WI, IN, MN) These are high-visibility roles for leaders ready to build and drive high-performing teams in a fast-growing specialty pharma company.

$HROW Large volume suggests institutional buying on no news. Looking forward to when shorts will be forced to cover.

$HROW Out today: "I’m excited to share that Harrow has re-launched both VERKAZIA® (cyclosporine ophthalmic emulsion) 0.1% and NATACYN® (natamycin ophthalmic suspension) 5% in the U.S. — both are now widely available, backed by a renewed commercial commitment to getting these therapies into the hands of the patients who need them most. If you have patients in mind, now’s the time to reach out. I’d love to reconnect and walk through how to access VERKAZIA® and NATACYN® [through CarePartners or our copay card offer."

$HROW now look at q2, starting to look better…so what will q3 report report? Who knows if it will beat or miss, but it will be much better percentage wise. Look at q1 and you can see the spend ahead of revenue and leverage. So Baum is basically right, they spent for distribution ahead of leverage, that combined with seasonality of business.

$HROW it's all about this monumental 2H...if they can maintain guidance it rallies...if they miss and need to adjust their growth rate it sits here randomly trading 20-30's..currently nobody is stepping up to play this guidance game

$HROW Three New Dedicated Segments & Upcoming Analyst Day: Harrow revealed plans to introduce segment reporting across Ocular Surgery, Retina, and Ocular Surface, complete with detailed contribution margins. This is the classic playbook biopharmas use when preparing institutional analysts to model divisional sum-of-the-parts valuations.

$HROW Baum highlighted the acquisition terms for TYRVAYA, noting they secured the global rights at less than 1x trailing revenue ($30M upfront) in an industry where dry-eye assets routinely trade at 7x to 10x revenue. He reiterated that TYRVAYA’s existing broad commercial coverage will be leveraged to pull VEVYE onto more formularies. Reaffirming the $1B Run-Rate ($250M/Quarter) for 2027: Management firmly kept their $250 million quarterly revenue goal for calendar 2027 on the table. Baum reminded the institutional audience that when Harrow initially set a $100M revenue run-rate target years ago, critics called it impossible—yet they hit it right on schedule.

$HROW Not surprised Opaleye is done with how much money they made on ETON. They also made a bunch here in the early days, even with this being a total pig as of late, so not surprised they are dumping this as well.

$HROW actually all the critical numbers are better than expected. They just have not been published yet.

$HROW makes sense Oplayea is shutting down if they have a big position in this horrible company