HROW Harrow Health Inc

$HROW I’m good with revenue and glad Mark gave a lot more details in this letter. Thrilled G-Melt NDA will be filed by the end of the year and Harrow is accelerating Yochil. The market so far has not priced them into the share price.

$HROW I bought yesterday after market all i could. And today i will buy more on my other account. Price action can be volatile, like going between 30-35 i dont care bc stock anyway much higher by the year end. And multiply by the end of next year🤑

$HROW Not sure todays' price action but when you look at full picture (read Q3 shareholder letter), you realize that stock heading much higher this year. Much more people will listen Q3 call than reading shareholder letter. Same stuff. $50 this year imho. ATH in H1 2027. And $100 by the end of 2027. Massive gains. Dont miss the train. Massive buy under $35-40

$HROW Harrow is submitting G-Melt under the 505(b)(2) pathway. With this pathway, the PDUFA date clock starts ticking on the date of submission and not 60 days later on the filing date for a new drug entity. So, this saves two months. Amir brought up the possibility of priority review which would save another four months if granted. I tend to believe that the only reason he would mention it was that the FDA thought it would likely be granted. So, it’s possible the approval date could be late May or early June.

$HROW Looks great. Amazing. Some small negatives things like QUELL but that would have been far away anyway, like 2028. What is important is 2027! MELT, OPUVIZ, existing drugs momemtum VEVYE, IHEEZO, TRIESENCE. Congrats! Stock heading to $50 , tons of shorts open!

$HROW looks like they buried QUELL failure in that PR. thats disappointing. however good numbers for the quarter

$HROW Final Takeaway Management framed Q3 as the quarter where “demand… convert[ed] to revenue,” (CEO Mark Baum) reporting record revenue and a sharp sequential improvement in adjusted EBITDA, while keeping the $350 million to $365 million 2026 revenue target intact. The most material change versus last quarter was profitability guidance: Andrew Boll said Harrow is now targeting “more than $40 million” of adjusted EBITDA for 2026 (including “more than $33 million” in Q4) versus the prior $80 million to $100 million range, citing gross margin mix pressure, TYRVAYA transition/purchase accounting impacts, and accelerated spending for G-MELT and multiple clinical programs. Clinical messaging became more central as QUELL’s primary endpoint was not met, while management highlighted secondary and safety findings and said it plans to use the dataset for commercialization support in retina.

$HROW Quick math: Free float is ~31.7M shares, while short interest sits heavy at ~7.47M shares. That means nearly 1/4 of the entire float is locked, and shorts have only about 11 days to cover absolute panic mode. ​Now look at the Q3 breakdown: revenue growth crushed it at +62% YoY, led by Vevye up 75% and Triesence hitting a record $10.7M. All this represents massive near-term compounding growth. ​Just listened to the CEO on the earnings call: massive revenue is locked in for Q4, and 2027 is looking like an absolute monster year. With this setup, this stock is blowing past $40 in the near term, not even long term. Supply is gone. Do not get caught sleeping. Bullish! 🚀

$HROW Q3 is showing incredible commercial strength! 🚀 Product breakdown: Total branded revenue is up +62% YoY to $83.5M. • VEVYE: $39.7M (+75%) • IHEEZO: $25.3M (+15%) • TRIESENCE & other: ~$18.5M (+168%), with TRIESENCE hitting a record $10.7M • ImprimisRx: $15.8M Solid top-line growth and massive commercial adoption easily overshadow the slightly adjusted EPS. Super bullish long-term.

$HROW long term holder here, but considering sentiment and what I know about management ability to meet forecasts, doubt they’ll meet guide and will see a drop. Be prepared to buy at a better price. Never thought I’d say this two years ago at the peak but here we are.

$HROW I think it is good for Harrow that SYD-101 results were poor. Harrow needs to focus on profitability at this point. They already need to prepare for selling G-Melt in a year if all goes well.

$HROW “Third quarter revenue was a record $99.3 million.” (President, CFO & Chief Accounting Officer Boll) “Branded revenue was $83.5 million… and made up roughly 84% of total revenue.” (President, CFO & Chief Accounting Officer Boll) “Compounded revenue was $15.8 million.” “VEVYE generated $39.7 million, IHEEZO $25.3 million and TRIESENCE $10.7 million of revenue.” (President, CFO & Chief Accounting Officer Boll) “GAAP gross margin was 75%… an improvement from Q2 gross margins of 71%.” (President, CFO & Chief Accounting Officer Boll) “Our gross margins are lower than we expected… largely a result of lower gross margins coming from our compounding revenue and product mix.” (President, CFO & Chief Accounting Officer Boll) “We also recorded a onetime $5 million gain… related to the resolution and settlement of our litigation with OSRX.” (President, CFO & Chief Accounting Officer Boll) “We ended September with $75.3 million in cash and cash equivalents.”

$HROW MIEBO: Key MIEBO Performance Metrics • Q3 Sales: $119 million. • Year-over-Year Growth: Up 42% compared to Q3 2025. • Franchise Impact: Led the overall dry eye pharmaceutical portfolio to a 22% growth rate, which management credited as a primary growth engine for their Pharmaceuticals segment (+11% overall). Management Commentary & Key Details • Stability: On the earnings call, management noted that MIEBO's gross-to-net (GTN) ratio is expected to remain stable in the mid-seventies through the end of 2026. • Leadership Transition: Wall Street analysts highlighted that MIEBO’s explosive growth is the clearest sign that the dry eye franchise is successfully stabilizing the company's financial story during its ongoing CEO transition.

$HROW Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.25 down -24.24% YoY • Reported revenue of $99.3M up 38.61% YoY • Harrow reaffirmed full-year 2026 revenue guidance of $350M to $365M and updated full-year 2026 Adjusted EBITDA guidance to more than $40M, including fourth-quarter Adjusted EBITDA of more than $33M.

$HROW giving the modest gains back, shows HROW losing against better opportunities elsewhere as AI stocks resurging

$HROW just a friendly reminder HROW is not an AI or data center stock. So it can stop going down.

$HROW “We are reaffirming full year revenue guidance of $350 million to $365 million.” (President, CFO & Chief Accounting Officer Boll) “That implies Q4 revenue of roughly $136 million to $151 million or approximately 37% to 52% sequential growth.” (President, CFO & Chief Accounting Officer Boll) “We’re updating our full year adjusted EBITDA outlook to more than $40 million, including more than $33 million in the fourth quarter compared with our previous guidance of $80 million to $100 million.” (President, CFO & Chief Accounting Officer Boll) “We’ve established a more conservative adjusted EBIT outlook that reflects our current expectations.” (President, CFO & Chief Accounting Officer Boll) Analysts’ estimates were provided, but the JSON uses an invalid fiscal quarter format (numeric quarters instead of Q1–Q4), so no estimates comparison is included.

$HROW reported earnings after the close today. GAAP EPS beat estimates: $0.25 vs. $0.19 expected, according to Stock Meadow.

$HROW Meeeh - glad ghe the stock is up. That’s all. Revenue in line. Bottom line getting worse. Maybe I’m wrong.

$HROW Still lots hiring (expense), building out a big pharma company. now trading under $1B MC, around 2 x 2027 sales. please suprise us with some good forward numbers, events, op leverage, etc.