Added to YB: 2025-08-04
Pitch date: 2025-08-01
HROW [neutral]
Harrow, Inc.
+45.08%
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
$31.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
38.20
P/E
-324.83
EV/Sales
7.29
Sector
Pharmaceuticals
Category
growth
Three Small Caps I’m Watching (Part 1/3): Harrow, Inc.
HROW (watchlist): Eyecare pharma evolving from compounding to branded drugs with VEVYE (dry eye), IHEEZO (anesthetic), TRIESENCE (steroid). Q1'25: branded segment +100% YoY to 58% of rev. 2020-24 rev CAGR 42%, 2025 guide +40% to $280M. Trades <9x 2026 EBITDA despite 35%+ margins by 2026. Risks: reimbursement changes, competition, patents expire 2029-30.
Read full article (11 min)