• Reported GAAP EPS of -$0.74 down -48.00% YoY • Reported revenue of $44.2M down -7.59% YoY • Harrow reaffirmed its full-year 2026 revenue guidance at $350M to $365M and expects second quarter revenue between $71 million and $81 million for Harrow.
Bullish
Harrow's VEVYE achieved record prescription performance and surpassed XIIDRA, while IHEEZO and TRIESENCE demonstrated strong unit demand growth, positioning Harrow for future revenue benefits.
Bearish
Harrow reported a Q1 2026 net loss of -$27.6M, exacerbated by an $8M gross-to-net revenue adjustment for VEVYE, while the overall branded dry eye market declined.