yahoo.comAUG 193 min read$HROW

Harrow (HROW) Q2 2026 Earnings Call Transcript

Harrow (HROW) reported Q2 2026 revenue of $70.7M, up 11% YoY, with first-half revenue at $115M. Key products IHEEZO and VEVYE showed growth, with IHEEZO achieving record unit demand and VEVYE seeing a 21% sequential prescription increase. The company expects stronger revenue and profitability in the second half, driven by improved product economics, broader commercial coverage, and strategic acquisitions like TYRVAYA. Harrow reiterated its full-year guidance, anticipating sequential revenue grow

Original reporting

yahoo.com

Published Aug 19, 2026, 10:15 AM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Aug 19, 2026, 10:43 AM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

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Harrow (HROW) Q2 2026 Earnings Call Transcript — source image — Source · yahoo.com

Decision brief

The 30-second read

$HROWBullishMed

Why it matters

The earnings beat and forward guidance suggest accelerating revenue growth in HROW's pipeline.

Market read

First‑time earnings disclosure for HROW with better‑than‑expected results and upbeat outlook, offering a short‑term trading opportunity.

What to watch

Execution risk on new product launches and acquisition integration.

Relevance 6/10Novelty 7/10Timing: post‑earnings release

Background

Harrow (HROW) is a specialty ophthalmic company focusing on dry‑eye treatments.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$HROWBullishHigh confidence

Context

Harrow reported Q2 2026 revenue of $70.7M, up 11% YoY, and provided guidance for the second half of 2026.

Expected impact

Potential modest price gain in the next few trading days.

Evidence & confidence

First‑time disclosure of earnings and guidance for a small‑cap biotech; numbers exceed prior expectations.

Market effects

Sector

May lift other dry‑eye and ophthalmology stocks as Harrow's growth drivers are highlighted.

Regional

Limited to US biotech sector.

Global

Low; primarily a US‑focused micro‑cap event.

Counterpoint

What could challenge this read

If the guidance is overly optimistic, the stock could be vulnerable to a pull‑back on later quarters.

Key entities

Executive
Mark L. Baum
CEO delivering the earnings call.
Executive
Andrew Boll
CFO presenting financial details.

Read at source ← All news

OCT 6

$HROWMed

Harrow Closes Acquisition of Tyrvaya, a Dry Eye Disease Treatment From Viatris Inc.

Harrow (HROW) completed its acquisition of Tyrvaya, a dry eye treatment, from Viatris. Harrow paid $30M upfront, with up to $70M in milestones. Tyrvaya is FDA-approved and complements Harrow's existing dry eye therapy, Vevye. Harrow expects Tyrvaya to generate over $30M in 2027 revenue.

visionmonday.com2 min

OCT 5

$HROWHigh

HARROW, INC. (HROW): Completion of Acquisition or Disposition of Assets

HARROW, INC. (HROW) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. Exhibit 99.1 Harrow Closes Acquisition of TYRVAYA® First and Only FDA-Approved Nasal Spray for Dry Eye Disease Adds a Differentiated, Drop-Free Treatment Option to Harrow’s Growing Ocular Surface Franchise NASHVILLE, Tenn., October 5, 2026 — Harrow (Nasdaq: HROW), a leading provi

SEC EDGAR 8-K2 min

OCT 5

$HROWHigh

Harrow Closes Acquisition of TYRVAYA®

Harrow (HROW) completed its $30M acquisition of TYRVAYA nasal spray from Viatris, with up to $70M in milestone payments. TYRVAYA, approved for dry eye disease, complements Harrow's VEVYE product. Harrow expects $30M+ revenue from TYRVAYA in 2027, with 40 Viatris employees joining its team.

globenewswire.com2 min

SEP 6

$HROWLow

Harrow (HROW) Could Be 44% Undervalued After Accounting Leadership Change

Harrow (HROW) announced the departure of its Chief Accounting Officer, with the CFO taking over the role. The company's shares closed at $38.54, with mixed short-term momentum. Analysts suggest Harrow may be undervalued by 44%, citing strong growth potential in its ophthalmic drugs.

simplywall.st2 min

SEP 5

$HROWLow

Harrow CFO Boll Adds Principal Accounting Officer Role After Pollard Exit – Minichart

Harrow, Inc. (HROW) announced Randall E. Pollard's departure as Chief Accounting Officer. Andrew R. Boll, the CFO, will also serve as principal accounting officer without additional compensation. No reason was given for Pollard's exit.

minichart.com.sg1 min

AUG 25

$HROWMedAI 8/10

Harrow (HROW) Reported Positive IHEEZO Study Results In Intravitreal Injections

Harrow (HROW) announced positive clinical study results for its IHEEZO ophthalmic gel, showing reduced patient discomfort during intravitreal injections. The study is relevant for Harrow's focus on specialty eye care and may impact its revenue mix. Investors will watch for real-world adoption in retina practices.