HROW

$HROW chatter on StockTwits

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  B@HROWfan11h

  $HROW I don't even want to go back and check where I bought and sold ETON years ago. Seems like I should have gone all in there instead of here.

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  Konstantin@Cherato123Bullish11h

  $ETON Dammn! What crazy numbers - $HROW should learn from their „little“ Spinoff

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  Stacks@Stacks_Edwards13h

  $HROW 34 and I’ll go all in

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  Finnish_boy@Finnish_boyBullish17h

  $HROW Pitti learned his investing skills from Burger Burry. Who shorted NBIS at $190 and couple of days after $275 .He increased his position also $250 . PITTI MINI BURRY. BTW we dont see ever $35 levels. i think not $37 either. maybe $38 but that's it. NEXT STOP $50 before Q3 report november

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  Paul Gordon@flash987517h

  $HROW Pitti the uninformed…

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  Paul Gordon@flash987518h

  $HROW dear Alex ….please take your marbles to another playground …..

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  Fullback32@Fullback19h

  $HROW Excellent $HROW article on X: https://x.com/Bullstkpicks/status/2087297752049012924

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  Fullback32@Fullback20h

  $HROW I was too optimistic concerning Vevye Revenues and the assumed growth( I was in the 40% camp), they have been trending in the low 20% growth range over the last 8 Qs with lots of variability which is at least partially a function of VAFA, CVS coverage dynamic and TRx growth. You need a 3 variable partial differential equation to forecast it😁. Bottom line, its best to assume something in the low 20s to 30% for now until we get any information that warrants a trend change. There should be some tailwinds to help that will materialize in the 2H, like sales reps, new coverage and Tryvaya synergies.

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  Finnish_boy@Finnish_boy21h

  $HROW Bc miebo running 30Ks Trxs but what is their Nrxs. If much higher than vevye nrxs, then baum refers their own data. Not the real whole US data. Harrow own data can exclude territories that they are not in yet.

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  Finnish_boy@Finnish_boy21h

  $HROW No, now i maybe got it. 150BPS away from their own data, in their own territories?😂

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  Finnish_boy@Finnish_boy21h

  $HROW June VEVYE NRXs vs MIEBO NRXs? Could it be 150BPS difference. If vevye crashed mid-Q2, but NRXs skyrocketed in June? This doesnt make sense but 150BPS bothers me😂

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  Finnish_boy@Finnish_boyBullish22h

  $HROW Yes agree sampling and business changes have confused me. I think we have now tackled those issues and Q3 will be first quarter of real picture of vevye. And going ahead more and more real picture. As tennis told, iheezo unit deman in retina was great. Triesence story started also, load of LinkedIn posts about marketing it. This is the inflection point. Q3 revenue is very important but stock going up anyways. And if dip after Q3 report the low would be higher than now. And then stock needs to skyrocketing into end of 2027 bc revenue growh is massive anyways. That's how i think.

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  Fullback32@Fullback22h

  @Finnish_boy Vevye is $HROW's flagship drug and it needs to perform in a meaningful way. Trying to navigate the PBM landscape has to be tricky, sailing through their gateway requires a significant toll that reduces $HROW's revenue it realizes from Vevye. But they have to just try to sell as many drugs as they can and try to keep as much of the revenue as they can, bottom line. I had visions of 40% revenue growth with this drug, but I'm beginning to change my mind about that. One other note: Tyrvaya may be a big benefit to Vevye revs and vice versa, due to salesforce synergies, step therapy synergies and overall treatment program synergies(not my thought, I heard someone else mention this as a possibility and it makes sense).

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  Fullback32@Fullback23h

  @Finnish_boy You are not the only one confused. Statements were made about % market share and beng within X% of MIebo etc, bottom line is we don't have the data set to confirm whether that statement was correct or not. Furthermore, Vevye only showed 4% NRx growth in Q2, compared to ~ 25% growth Q1, that is a massive difference. There is speculation that the sampling program implemented may explain some of this difference( samples do not count as official Rxs, wheresas free bottles dispensed through the normal channels do count as Rxs, thus the decrease). Bottom line, lots of claims are being shared from $HROW management concerning Vevye, its growth and market share, but we have no way of verifying those claims since we don't have the data. TRx x ASP = Revenues, we know that, but unfortunately no one knows what ASP or TRx are at any given time.

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  Finnish_boy@Finnish_boy1d

  $HROW Miebo was 31k weekly avg. TRXs in Q4 2025. Xiidra 24k. I dont get this. Vevye market share growth from Q1 to Q2 only 1%. But vevye overtook xiidra in march and only 1.5% away from miebo in june. I dont get this. Overall market growth numbers can move the market share of drugs but it's not the reason here. Or using branded market but excluding generics. I thought that vevye TRXs growth was massive in Q2 before the report. I dont get this.

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