Added to YB: 2025-08-29
Pitch date: 2025-08-27
HROW [bullish]
Harrow, Inc.
+16.58%
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
$39.20
Price Target
100.00 (+112%)
Dividend
N/A
EV/EBITDA
38.20
P/E
-324.83
EV/Sales
7.29
Sector
Pharmaceuticals
Category
growth
Why I Own Harrow (HROW): My New Position
HROW: Ophthalmic pharma at inflection point targeting $250M quarterly revenue by 2027 (2x analyst 2027 estimates). VEVYE dry eye drug gaining share (5.2%→7.8% QoQ), launching BYQLOVI steroid & anti-VEGF biosimilars in huge retina market. 42% revenue CAGR, margins expanding to 35%+ by 2026. Trading at ridiculously low multiples despite growth profile - asymmetric upside to $100+ on execution.
Read full article (12 min)