Harrow Health, Inc. (HROW)

Harrow, Inc. (NASDAQ:HROW ) Analyst/Investor Day September 26, 2025 11:30 AM EDT Company Participants Michael Biega - Vice President of Investor Relations & Communications Mark Baum - CEO & Chairman of the Board Andrew Boll - President, CFO & Corporate Secretary Conference Call Participants Mayank Mamtani - B. Riley Securities, Inc., Research Division Steven Seedhouse - Cantor Fitzgerald & Co., Research Division Lachlan Hanbury-Brown - William Blair & Company L.L.C.

NASHVILLE, Tenn., Sept. 26, 2025 (GLOBE NEWSWIRE) -- Harrow (Nasdaq: HROW), a leading provider of ophthalmic disease management solutions in North America, today announced that it has entered into an agreement to acquire Melt Pharmaceuticals, Inc., a clinical-stage pharmaceutical company pioneering non-opioid, non-IV therapies for sedation for medical procedures in the hospital, outpatient, and in-office settings. The closing of this acquisition is subject to customary closing conditions, including approval by Melt stockholders, excluding Harrow and Harrow-affiliated parties.

HAFA to Expand Harrow's Innovative Market Access Model Across Ophthalmic Portfolio Program will be available in late 2025 through the HarrowAccess.com Portal NASHVILLE, Tenn., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Harrow (Nasdaq: HROW), a leading provider of ophthalmic disease management solutions in North America, today announced the launch of Harrow Access for All (“HAFA”), expanding Harrow's commitment to make it easier and more affordable for patients to access Harrow's full range of branded, generic, and compounded ophthalmic medications.

I'm bullish on Harrow due to the VEVYE Access for All program, which makes dry eye treatment affordable and drives strong prescription growth. VEVYE's discounted pricing addresses a massive, undertreated market, resulting in a 66% QoQ surge in prescriptions and rapid market penetration. Harrow's revenue growth is robust, averaging 43.7% YoY, with VEVYE expected to sustain momentum and push the company toward profitability.

Harrow's focused acquisition model in ophthalmic drugs enables high growth, with a diversified portfolio and limited R&D expenses. My DCF analysis suggests a fair value of $72.75 per share—nearly 100% upside—driven by strong revenue growth from Vevye, Byqlovi, and Iheezo. While debt refinancing is a risk, management is confident, and cash flow projections support ongoing growth and potential future acquisitions.

Announces Commitment for New $40 Million Revolving Credit Facility Issues Conditional Notice of Redemption of 11.875% Senior Notes due 2027 NASHVILLE, Tenn., Sept. 08, 2025 (GLOBE NEWSWIRE) -- Harrow (Nasdaq: HROW), a leading provider of ophthalmic disease management solutions in North America, today announced that it has commenced a private offering (the “Offering”) of $250.0 million aggregate principal amount of senior unsecured notes due 2030 (the “2030 Notes”), subject to market and certain other conditions.

NEW YORK, Aug. 17, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Harrow, Inc. (“Harrow” or the “Company”) (NASDAQ: HROW).  Such investors are advised to contact Danielle Peyton at  newaction@pomlaw.com  or 646-581-9980, ext. 7980.

NEW YORK , Aug. 16, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Harrow, Inc. ("Harrow" or the "Company") (NASDAQ: HROW). Such investors are advised to contact Danielle Peyton at  newaction@pomlaw.com  or 646-581-9980, ext.

Harrow (HROW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

ECG, NVT and HROW made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 15, 2025.

The mean of analysts' price targets for Harrow (HROW) points to a 53.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Harrow's Q2 results were solid, but meeting ambitious full-year revenue guidance will require flawless execution amid recent topline misses and a challenging market. VEVYE, IHEEZO, and TRIESENCE are key growth drivers, but VEVYE's revenue must accelerate and biosimilars add complexity and legal risk to the thesis. Aggressive acquisitions have left Harrow with high debt and limited cash, making continued operational execution critical to avoid financial strain.

We are reiterating a Buy call on Harrow, Inc. for investment, not just trading, due to strong sales growth, product launches, and market share gains. Q2 showed 30% revenue growth and a dramatic earnings beat, with margins rebounding and profitability achieved; the outlook remains bullish despite a revenue miss. VEVYE and IHEEZO are driving prescription and revenue growth, with management guiding for $100M+ VEVYE revenue and record IHEEZO sales in 2025.

NEW YORK, Aug. 13, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Harrow, Inc. (“Harrow” or the “Company”) (NASDAQ: HROW).  Such investors are advised to contact Danielle Peyton at  newaction@pomlaw.com  or 646-581-9980, ext. 7980.

Harrow, Inc. (NASDAQ:HROW ) Q2 2025 Earnings Call August 12, 2025 8:00 AM ET Company Participants Andrew R. Boll - CFO & Corporate Secretary Mark L.