# ![@Michigan_Value Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1799243134838165504.png) @Michigan_Value Michigan Value Investor

Michigan Value Investor posts on X about $hrow, $ionq, market, $phig the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1799243134838165504/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1799243134838165504/c:line/m:interactions.svg)

- [--] Week [------] +22%
- [--] Month [------] -24%
- [--] Months [-------] +114%
- [--] Year [-------] +155%

### Mentions: [--] [#](/creator/twitter::1799243134838165504/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1799243134838165504/c:line/m:posts_active.svg)

- [--] Month [--] -84%
- [--] Months [---] +111%
- [--] Year [---] +134%

### Followers: [-----] [#](/creator/twitter::1799243134838165504/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1799243134838165504/c:line/m:followers.svg)

- [--] Week [-----] +0.46%
- [--] Month [-----] +3.10%
- [--] Months [-----] +44%
- [--] Year [-----] +87%

### CreatorRank: [---------] [#](/creator/twitter::1799243134838165504/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1799243134838165504/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  74.76% [stocks](/list/stocks)  15.53% [technology brands](/list/technology-brands)  2.91% [exchanges](/list/exchanges)  2.91% [countries](/list/countries)  1.94% [social networks](/list/social-networks)  0.97%

**Social topic influence**
[$hrow](/topic/$hrow) #3, [$ionq](/topic/$ionq) 9.71%, [market](/topic/market) 7.77%, [$phig](/topic/$phig) 7.77%, [ceo](/topic/ceo) 6.8%, [business](/topic/business) 5.83%, [$cphto](/topic/$cphto) 5.83%, [data](/topic/data) #2326, [bloomberg](/topic/bloomberg) #176, [$blco](/topic/$blco) 4.85%

**Top accounts mentioned or mentioned by**
[@avgvalueinvest](/creator/undefined) [@stefano47271344](/creator/undefined) [@genejchan](/creator/undefined) [@colby17201470](/creator/undefined) [@mythicalconan](/creator/undefined) [@oppenheimer](/creator/undefined) [@app_hyd](/creator/undefined) [@catstates](/creator/undefined) [@maloftis1](/creator/undefined) [@pythiar](/creator/undefined) [@charlesschwab](/creator/undefined) [@dorb2sq](/creator/undefined) [@chrisolin](/creator/undefined) [@themateuszcaban](/creator/undefined) [@mitchmartan98](/creator/undefined)

**Top assets mentioned**
[IonQ, Inc. (IONQ)](/topic/$ionq) [Bausch & Lomb Corp (BLCO)](/topic/$blco) [CVS Health Corp (CVS)](/topic/cvs) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Iris Energy Limited (IREN)](/topic/$iren) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [uniQure N.V. (QURE)](/topic/$qure) [Atkore Inc. (ATKR)](/topic/$atkr) [Corteva Inc (CTVA)](/topic/$ctva)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$HROW Vevye IQVIA data. Missing 1/3 of NRx starting April [--] but IQVIA still has it ticking higher"  
[X Link](https://x.com/anyuser/status/1928884010337423759)  2025-05-31T18:39Z [----] followers, [----] engagements


"$HROW Melt 8k: $4M up front $87M (2027) FDA approval 1.1M HROW shares Pass-thru + J-code up to $261M Melt hitting $1B+ annual revenue. No royalty. Melt = obvious blockbuster good deal for both companies https://www.harrow.com/node/13826/html https://www.harrow.com/node/13826/html"  
[X Link](https://x.com/anyuser/status/1971542827407695990)  2025-09-26T11:50Z [----] followers, [----] engagements


"$HROW Vevye Bloomberg data. Anyone expecting a big immediate increase due to switching from $BLCO's Xiidra was dead wrong. Beware Stocktwit morons 🤣"  
[X Link](https://x.com/Michigan_Value/status/2015098145546338391)  2026-01-24T16:23Z [----] followers, [----] engagements


"$HROW Huge news market missed it. [----] catalyst. Regeneron/Samsung-Bioepis settlement=unexpected early OPUVIZ launch Jan '27. Eylea biosimilar comp is '25 Pavblu Q1-Q4 $99M130213258. Pavblu first yr $700M HROW whole company '25 $275M https://www.samsungbioepis.com/en/newsroom/newsroomView.doidx=536¤tPage=1 https://www.samsungbioepis.com/en/newsroom/newsroomView.doidx=536¤tPage=1"  
[X Link](https://x.com/Michigan_Value/status/2022015201995080172)  2026-02-12T18:29Z [----] followers, [----] engagements


"$IONQ management IQ in doubt buys $SKYT $900M cash + worthless IONQ stock. Business model=dump shares into bubble. Cash was $3.5B proforma now $2.5b burn=$150M/Q. M&A only good if all stock and A) pumps stock & they dump more into the bubble or B) target generates cash. Ouch"  
[X Link](https://x.com/Michigan_Value/status/2016115342410469641)  2026-01-27T11:45Z [----] followers, [----] engagements


"$RGTI is literally worth almost nothing. Even the cash on the balance sheet they will just burn that slowly over time. Smart investors including RGTI's CEO knew that and cashed out already. Not too late to dump it for a lot more than it's worth though"  
[X Link](https://x.com/Michigan_Value/status/2017262093758591141)  2026-01-30T15:42Z [----] followers, [----] engagements


"@genejchan "only" 🤣 And how much should a ponzi scheme run by a lying CEO who dumps shares trade for $RGTI CEO isn't lying. He owns zero shares. Now that's honest. $IONQ CEO is still trying to play us but the end game is close to zero. Hope you do ok buddy"  
[X Link](https://x.com/Michigan_Value/status/2017355239599362428)  2026-01-30T21:52Z [----] followers, [---] engagements


"Huge PR 2/2 $HROW 2026=HUGE year leverage heading 1x EBITDA margins & FCF soaring revenue CAGR =50%+ 10x '26 FCF. New target for SBC mgmt bonus=$230M branded revenue quarter ($250M/q total revenue)"  
[X Link](https://x.com/Michigan_Value/status/2018705153629524262)  2026-02-03T15:16Z [----] followers, [----] engagements


"Here's the PR https://www.harrow.com/news-releases/news-release-details/harrow-reaffirms-2025-full-year-revenue-guidance-270-280-million https://www.harrow.com/news-releases/news-release-details/harrow-reaffirms-2025-full-year-revenue-guidance-270-280-million"  
[X Link](https://x.com/Michigan_Value/status/2018705155307298958)  2026-02-03T15:16Z [----] followers, [---] engagements


"$HROW [--] Vevye reps vs [---] Miebo; Vevye NRx=58% Miebo.HROW hiring [--] new Vevye reps 1H '26. MVI doing some math. differential equations unstable until we have a quantum computer. pretty sure if the new reps do as well as the old reps that works out to 116% 😆"  
[X Link](https://x.com/Michigan_Value/status/2019176498851201430)  2026-02-04T22:29Z [----] followers, [----] engagements


"July [--] '25 $IONQ CEO de Masi told retail investors that IONQ would be worth $200B to $4T=up 20x-400x in a few years. The next day he sold$100M share himself personally benefitting. Is it any wonder that the quantum fraud with the most pump has the highest market cap https://twitter.com/i/web/status/2019396514934591646 https://twitter.com/i/web/status/2019396514934591646"  
[X Link](https://x.com/Michigan_Value/status/2019396514934591646)  2026-02-05T13:03Z [----] followers, [----] engagements


"This is so much fun. I have a mostly long portfolio but index puts (bottom) on QQQ and SPY and then on top I show all the frauds I am short. Yes $IREN and $IONQ are on there. I really do enjoy my work"  
[X Link](https://x.com/Michigan_Value/status/2019494835955081402)  2026-02-05T19:34Z [----] followers, [----] engagements


"@Colby17201470 I'm being a little loose with my language here. $IONQ is a fraud $IREN is an absurdly overpriced sham. Does that help"  
[X Link](https://x.com/Michigan_Value/status/2019499906969256293)  2026-02-05T19:54Z [----] followers, [---] engagements


"$AMZN [----] full year: cash from operations $140B less $20B SBC less $132B CAPEX= FCF minus $12B. [----] CAPEX guidance=$200B. Ouch"  
[X Link](https://x.com/Michigan_Value/status/2019533560265212387)  2026-02-05T22:08Z [----] followers, [---] engagements


"To make matters worse $GOOG CAPEX guidance is also $200B. The race to the bottom has begun. What used to be low CAPEX quasi monopoly is now ultra high CAPEX competitive businesses. Moats have been replaced by CAPEX. This will not end well"  
[X Link](https://x.com/Michigan_Value/status/2019533561683144714)  2026-02-05T22:08Z [----] followers, [---] engagements


"Megatechs are in a race to the bottom. Used to have massive moats and modest CAPEX. This has reversed. Massive CAPEX modest moats. $QQQ may implode. 2000-2002 NASDAQ down 78%. History doesn't repeat but it does rhyme"  
[X Link](https://x.com/Michigan_Value/status/2019537210177880521)  2026-02-05T22:22Z [----] followers, [---] engagements


"@avgvalueinvest MVI=physicist ur not. $IONQ=lying tech doesn't do what they say. Business model=De Masi pump fool newbs dump $3B. I'm not going to explain physics too hard 4u. Scott Aaronson does good job look for his interview with "quantum bull". Ur welcome"  
[X Link](https://x.com/Michigan_Value/status/2019561854440284426)  2026-02-06T00:00Z [----] followers, [---] engagements


"@avgvalueinvest I have no fear uncertainty or doubt. I'm just right on the facts with no doubts at all. You know the founder of $IONQ left the company and said all the things I said and they paid him off to be quiet right Did you know that You can find his old talks"  
[X Link](https://x.com/Michigan_Value/status/2019564974662906222)  2026-02-06T00:13Z [----] followers, [---] engagements


"@avgvalueinvest yeah they hired him. he's on the payroll now. look at his talks before they did that"  
[X Link](https://x.com/Michigan_Value/status/2019565573261385879)  2026-02-06T00:15Z [----] followers, [--] engagements


"TRx has not inflected yet. This is as expected since Q1 is seasonally weak as insurance deductible resets on Jan [--] force many existing patients to churn away from their preferred meds. Q1 seasonal weakness is being offset by the ramp in NRx leaving TRx flat:"  
[X Link](https://x.com/Michigan_Value/status/2019821377780609068)  2026-02-06T17:11Z [----] followers, [---] engagements


"@MythicalConan sadly no they were not. Instead it was us right here good ol' MVI and pals. It would have been great if the huge TRx inflection they predicted had been right but if it is it certainly isn't in Bloomberg data"  
[X Link](https://x.com/Michigan_Value/status/2020676125291401710)  2026-02-09T01:48Z [----] followers, [--] engagements


"$CPH.TO $CPHRF price up post Q2 [----] earnings teaches us about the mostly() retail shareholder base. Natroba revenue way up. entirely due to seasonality. Q4 & Q1 seasonally weak. Cipher=cheap but trades irrationally. Just saying"  
[X Link](https://x.com/Michigan_Value/status/1962514496854847548)  2025-09-01T13:54Z [----] followers, [----] engagements


"$HROW January Bloomberg Vevye data showing huge NRx share gains vs Xiidra and Miebo consistent with the bulls' most optimistic scenarios for [----]. Likely reason is the CVS win. Caution: one month does not a year make But this data is very very good well ahead of my model"  
[X Link](https://x.com/Michigan_Value/status/2019821372843913471)  2026-02-06T17:11Z [----] followers, [----] engagements


"Note that Vevye has [--] sales reps vs [---] for Xiidra and Miebo and the latter benefits from an expensive national ad campaign. Note also that CVS NRx=insured=high ASP. $HROW doubling Vevye sales team [---] reps by memorial day. But none of that is in this data yet"  
[X Link](https://x.com/Michigan_Value/status/2019821375524123037)  2026-02-06T17:11Z [----] followers, [---] engagements


"$HROW business is booming. Hiring [---] new reps - huge for tiny company - aligned with stock ownership "We believe in ownership. Every team member should share in the value. last five years. stock up. 740%. even more excited. for the next five years.""  
[X Link](https://x.com/Michigan_Value/status/2021272744491458589)  2026-02-10T17:19Z [----] followers, [----] engagements


"This is the right kind of recruiting. Elsewhere in pharma there are layoffs. At $HROW growth is up & right and reps are aligned with stock. Up 8x+ last [--] years another 8x coming share based comp=awesome. Look for them to hire amazing motivated aligned reps"  
[X Link](https://x.com/Michigan_Value/status/2021272745749668019)  2026-02-10T17:19Z [----] followers, [---] engagements


"Oh and by the way the stock is up 740% over the past [--] years. $HROW is doing something right"  
[X Link](https://x.com/Michigan_Value/status/2021272748098462039)  2026-02-10T17:19Z [----] followers, [---] engagements


"A sign of things to come. Vevye has the highest patient retention in the DED space for patients covered by insurance so these new prescriptions will build into ongoing prescriptions over time. Vevye ASP heading much higher too as patient population increasingly insured"  
[X Link](https://x.com/Michigan_Value/status/2021601132745809979)  2026-02-11T15:04Z [----] followers, [---] engagements


"$HROW New Chief Commercial Officer Pat Sullivan "enthusiastically agreed to. PSUs vest upon achieving. $230 million in branded revenue in a calendar quarter." = $250M total revenue $1B run rate. HUGE. HROW will destroy estimates if they succeed"  
[X Link](https://x.com/Michigan_Value/status/2019078658225275371)  2026-02-04T16:00Z [----] followers, [----] engagements


"Full yr '25 $275M '26 BTIG $378M LakeStreet [---] Blair [---]. Q4 '27 guidance=$250M. Sullivan=tiny $425k salary obv expects to earn his bonus. New hire insider with more info than we have agreed to these terms=huge vote of confidence"  
[X Link](https://x.com/Michigan_Value/status/2019078659873595553)  2026-02-04T16:00Z [----] followers, [---] engagements


"$IONQ announcing huge quantum beanstalk technology roadmap: "Beanstalk above cloud level enables golden egg laying goose retrieval but ONLY with IONQ technology. Seriously this time we're not lying." Speculation: IONQ acquires $JOBY for flying car/beanstalk synergy"  
[X Link](https://x.com/Michigan_Value/status/2019180717905768803)  2026-02-04T22:46Z [----] followers, [---] engagements


"$HROW Vevye Bloomberg NRx data showing early impact from CVS coverage win Vevye taking share from Xiidra Miebo"  
[X Link](https://x.com/Michigan_Value/status/2021601130745036952)  2026-02-11T15:04Z [----] followers, [----] engagements


""PAVBLU (aflibercept-ayyh) generated $258 million of sales in the fourth quarter and $700 million for the full year" https://www.amgen.com/newsroom/press-releases/2026/02/amgen-reports-fourth-quarter-and-full-year-2025-financial-results https://www.amgen.com/newsroom/press-releases/2026/02/amgen-reports-fourth-quarter-and-full-year-2025-financial-results"  
[X Link](https://x.com/Michigan_Value/status/2022017466478813361)  2026-02-12T18:38Z [----] followers, [---] engagements


"$HROW a lot of movement today based on a filing from August [--] [----] from the State of CA against ImprimisRx. Likely they had to fire Saharek bc of this. Very mild stuff unlikely to lead to an impairment even of Immy let alone HROW https://search.dca.ca.gov/details/7200/NSF/133/fb8184bf30c86bcb8581a222def0773d https://search.dca.ca.gov/details/7200/NSF/133/fb8184bf30c86bcb8581a222def0773d"  
[X Link](https://x.com/anyuser/status/1976005859735171174)  2025-10-08T19:24Z [----] followers, [----] engagements


"$HROW IR is contacting investors. Turns out nothing material has occurred. Mgmt was confused about the share price until investors explained the latest conspiracy theory. Now that they know they are correcting the record. Who could have seen that coming Who 😂🤣"  
[X Link](https://x.com/anyuser/status/1976332499224789067)  2025-10-09T17:02Z [----] followers, [----] engagements


"$QURE Bipartisan letter from the Senate on rare diseases. Huntington's lobby getting some quick action Odds the FDA reverses their idiotic decision rising https://www.aging.senate.gov/press-releases/chairman-rick-scott-ranking-member-gillibrand-send-letter-to-fda-commissioner-ahead-of-aging-hearing-on-rare-disease-treatment-authorization https://www.aging.senate.gov/press-releases/chairman-rick-scott-ranking-member-gillibrand-send-letter-to-fda-commissioner-ahead-of-aging-hearing-on-rare-disease-treatment-authorization"  
[X Link](https://x.com/anyuser/status/1986256149885140998)  2025-11-06T02:15Z [----] followers, 14K engagements


"$HROW FCF/share: $1 in [----] $4 in [----] (and zero net debt) $10 in [----] and growing from there. Stock is at $53. Any questions"  
[X Link](https://x.com/anyuser/status/2008257573687087348)  2026-01-05T19:21Z [----] followers, 28.3K engagements


"$BLCO isn't even trying to be well run and has as much insight into what makes sense in their markets as buying Xiidra and passing on $HROW's Vevye indicates. Miebo was likely an accident and in any case was not bought by the current CEO. Management matters"  
[X Link](https://x.com/Michigan_Value/status/1963611188048073136)  2025-09-04T14:32Z [----] followers, [----] engagements


"Celsius is so dumb. Who cares what number water boils at right Fahrenheit: Zero is really frickin cold [---] is really frickin hot for you know humans. It's a scale that's relevant. Celsius. zero outdoors means look out for sleet [---] means a meteor just wiped out Earth. I'll grant that people actually experience sleet and one does need to remember that [--] is when sleet can happen in Fahrenheit. https://twitter.com/i/web/status/2015832028000686251 https://twitter.com/i/web/status/2015832028000686251"  
[X Link](https://x.com/Michigan_Value/status/2015832028000686251)  2026-01-26T16:59Z [----] followers, [---] engagements


"@Stefano47271344 Hate to break it to you but you are the normies. $IONQ is maybe the 5th best quantum company and what they are competing for is a small market [--] years from now with high capex and low margins. Hope you come through this ok"  
[X Link](https://x.com/Michigan_Value/status/2017704984448520192)  2026-01-31T21:02Z [----] followers, [---] engagements


"@Stefano47271344 I am an actual for real scientist and personally know people working on quantum computing going back [--] years. You normies are super confused. I am not trying to be mean. Hope you come through this ok"  
[X Link](https://x.com/Michigan_Value/status/2017934595828658450)  2026-02-01T12:14Z [----] followers, [--] engagements


"@Stefano47271344 they're telling the truth. the quantum computing businesses do suck. $IONQ is lying. It's business sucks even more. This is why it's a fraud. But don't worry about management. They are dumping shares like crazy and will be rich enough to move to Russia or something ;-)"  
[X Link](https://x.com/Michigan_Value/status/2018134487683436811)  2026-02-02T01:28Z [----] followers, [---] engagements


"@Cat_States well you get that PQC stuff is bs but do you see the rest of it is too I could point out: where there's smoke there's fire; when you see one cockroach there's not just one; actual scientists like Scott Aaronson will try to talk you down. but do you "get" that"  
[X Link](https://x.com/Michigan_Value/status/2018815110899474812)  2026-02-03T22:33Z [----] followers, [--] engagements


"@genejchan nah it's [----] all over again. hype and frauds and 50% correction. worse for frauds like $IONQ and the other quantum magic beanstalk companies. but not just them. $JOBY is "flying cars" ffs 🤣"  
[X Link](https://x.com/Michigan_Value/status/2018819758230286819)  2026-02-03T22:51Z [----] followers, [---] engagements


"Departing $ATKR CFO will be taking the CFO reins at $40B Corteva 8x larger market cap than ATKR. Outgoing CFO at CTVA had a total comp of $4.9M last year vs $2.2M for Johnson last year at ATKR so likely a large pay raise"  
[X Link](https://x.com/anyuser/status/1819016645756453162)  2024-08-01T14:25Z [----] followers, [----] engagements


"$HROW "in the markets where we are competing we are--in the vast majority of them now--beating Tyrvaya beating Cequa and in some beating Miebo." Miebo launched [--] months earlier with multiple reps/market and expensive launch ads and KOL mercenaries. Vevye is a better drug tho"  
[X Link](https://x.com/anyuser/status/1836747115508252776)  2024-09-19T12:40Z [----] followers, [----] engagements


"Fun fact: if $HROW hits $50 I will be up 5x YTD in my own portfolio. A bit shy of that now. It's amazing how much it matters to get the occasional truly massive home run. This is only the second time I've pulled something like this off"  
[X Link](https://x.com/anyuser/status/1838661824956321992)  2024-09-24T19:28Z [----] followers, [----] engagements


"It's annoying how well hidden this interview on $CPH.TO is but here you go: https://cipher.investorroom.com/2024-09-24-Cipher-Pharmaceuticals-to-Present-Participate-in-1x1-Meetings-at-the-Planet-MicroCap-Showcase-VANCOUVER-2024-in-Association-with-Small-Cap-Discoveries-on-Thursday-September-26-2024 https://cipher.investorroom.com/2024-09-24-Cipher-Pharmaceuticals-to-Present-Participate-in-1x1-Meetings-at-the-Planet-MicroCap-Showcase-VANCOUVER-2024-in-Association-with-Small-Cap-Discoveries-on-Thursday-September-26-2024"  
[X Link](https://x.com/Michigan_Value/status/1842562481946001876)  2024-10-05T13:48Z [----] followers, [----] engagements


"$HROW with project $50 inevitable mgmt now boldly set to roll out project [---] project [---] and [----] project [---]. How Project: grow the company. Revenue $10M in [----] $130M in [----] $200M [----] $300M+ in [----] $1B in [----] $2B in [----]. SO SNEAKY 🤣"  
[X Link](https://x.com/Michigan_Value/status/1845473666240237813)  2024-10-13T14:36Z [----] followers, [----] engagements


"When I began the "pump" in May [----] $HROW was coming off of $72M revenue. And somehow by my pumping I got it to $88M that year and $130M in [----]. Me with my pumping almost doubled their revenue in [--] years And in [----] it will be $200M How do I do it Even I don't know 🤣"  
[X Link](https://x.com/Michigan_Value/status/1845945770224058804)  2024-10-14T21:52Z [----] followers, [----] engagements


"$HROW Vevye just killing it"  
[X Link](https://x.com/anyuser/status/1851298733012496439)  2024-10-29T16:23Z [----] followers, [----] engagements


"$HROW just saw the new October Bloomberg data for Iheezo and it's an all time high. All the more impressive since it's not the third month in the quarter when buyers tend to schedule so much purchasing"  
[X Link](https://x.com/anyuser/status/1854898972571185658)  2024-11-08T14:49Z [----] followers, [----] engagements


"$MOB.ST and $CPH.TO owners might want to renew efforts to understand them. The amount of misinformation out there on these names on twitter is just. I mean it's a lot. A lot of misinformation"  
[X Link](https://x.com/Michigan_Value/status/1856350330914509263)  2024-11-12T14:56Z [----] followers, [----] engagements


"$HROW Vevye in [----] is tracking at this rate of growth to $200M net revenue to HROW. I know it'll slow down at some point. But still"  
[X Link](https://x.com/Michigan_Value/status/1857593659572801711)  2024-11-16T01:16Z [----] followers, [----] engagements


"$MOB.ST article is out and it's even free you lucky sons of. 😆 $CPH.TO next but inside my service. MOB Article: https://seekingalpha.com/article/4737575-consider-buying-moberg-pharma-ahead-of-drug-launch https://seekingalpha.com/article/4737575-consider-buying-moberg-pharma-ahead-of-drug-launch"  
[X Link](https://x.com/Michigan_Value/status/1858503409650761924)  2024-11-18T13:31Z [----] followers, [----] engagements


"$HROW Melt readout 2x efficacy of Midazolam. TAM for non intravenous non opioid sedation is what guys Anyone here prefer a needle😆And regulators will love it bc it replaces opioids. J-code and pass through reimbursement status inevitable. Revenue begins in [----] imho"  
[X Link](https://x.com/Michigan_Value/status/1859218528034758927)  2024-11-20T12:53Z [----] followers, [----] engagements


"$HROW someone was kind enough to send me this DM:"  
[X Link](https://x.com/Michigan_Value/status/1864652257947455725)  2024-12-05T12:45Z [----] followers, 10.1K engagements


"$MOB.ST has secured its terbinafine supply: https://news.cision.com/moberg-pharma/r/new-terbinafine-supplier-securedc4083761 https://news.cision.com/moberg-pharma/r/new-terbinafine-supplier-securedc4083761"  
[X Link](https://x.com/Michigan_Value/status/1869365917878288745)  2024-12-18T12:55Z [----] followers, [----] engagements


"$HROW Vevye"  
[X Link](https://x.com/Michigan_Value/status/1874089387077910734)  2024-12-31T13:45Z [----] followers, [----] engagements


"$HROW Vevye Rx now at 6.6k/wk"  
[X Link](https://x.com/Michigan_Value/status/1874160250871570922)  2024-12-31T18:26Z [----] followers, 13.3K engagements


"$HROW just saw Vevye IQVIA data. [--] week average revenue now at an all time high even with Q1 seasonal weakness. No one should be surprised by this right Second question. Why is the market so dumb"  
[X Link](https://x.com/anyuser/status/1902731610526454096)  2025-03-20T14:39Z [----] followers, [----] engagements


"$HROW for those that think management is just dumb and can't compete how do you explain the 40% [--] year CAGR Every question from a skeptic needs to start there imho"  
[X Link](https://x.com/Michigan_Value/status/1907073620599357595)  2025-04-01T14:12Z [----] followers, [----] engagements


"I was really hoping $HROW would price down after Q1 earnings so I could buy tons more - remember AH when it briefly looked like it would - but the market is either luckier or less dumb than I was hoping. Sigh"  
[X Link](https://x.com/anyuser/status/1923476356026806696)  2025-05-16T20:31Z [----] followers, [----] engagements


"$HROW reports in August. This is my actual for real fortune from dinner a few days ago. Just saying ;-)"  
[X Link](https://x.com/Michigan_Value/status/1931411980713156624)  2025-06-07T18:04Z [----] followers, [----] engagements


"March [----] $HROW achieved "Project 15" internal goal: price$15. Last year they hit Project50 & conspiracy types opined mgmt somehow "made" the price go up🤣But HROW just announced Project100 Conspiracy folks is it time to get long since mgmt can "make" the price go to 100"  
[X Link](https://x.com/Michigan_Value/status/1941149595897360541)  2025-07-04T14:58Z [----] followers, [----] engagements


"$HROW Bloomberg reporting this morning: Iheezo WAC up 30% in Q2 [----] compared to Q1 2025; 3e up 60%; Vevye up 67% with June up 80% compared to Q1 [----] peak in March. Is that considered good ;-)"  
[X Link](https://x.com/anyuser/status/1943727489840259405)  2025-07-11T17:42Z [----] followers, [----] engagements


"$HROW Bloomberg data for July: Vevye up 10% over June the previous ATH month. Iheezo up 25% over May the previous ATH non-end of q month (Iheezo seasonally strong end of q). Triesence up 50% over June the previous ATH month"  
[X Link](https://x.com/anyuser/status/1953859501603291468)  2025-08-08T16:43Z [----] followers, 15.5K engagements


"$HROW epic results. EBITDA margin hit 26.7% in Q2 up from 20% in [----]. EBITDA in 2H [----] $75M EBITDA margin 35% in 2H. Full year revenue $310M up 55% from [----]. [----] revenue $500M EBITDA margins rising"  
[X Link](https://x.com/anyuser/status/1955262418252107948)  2025-08-12T13:37Z [----] followers, [----] engagements


"Long post on why $HROW hits $100 shortly after Q4 [----] earnings if not sooner: 1) Refi will be old news. Leverage sub 2x trailing and sub 1x forward and zero net leverage by YE [----]. 2) Huge Q4 revenue and EBITDA with revenue over $100M and EBITDA margin of 40% in Q4"  
[X Link](https://x.com/anyuser/status/1956429385071759823)  2025-08-15T18:54Z [----] followers, 15.6K engagements


"$HROW biosimilars BYOOVIZ/Lucentis & OPUVIZ/Eylea maybe better than I thought. Pavblu $500M run rate 3rd quarter post launch. OpuvizPavblu. Byooviz launch 1H [----] Opuviz date not announced yet. each 1% market share = $80M revenue. HROW [----] revenue $199M"  
[X Link](https://x.com/anyuser/status/1957865577097109694)  2025-08-19T18:01Z [----] followers, [----] engagements


"$HROW Q3 $23M each Vevye Iheezo $10M Other Specialty $22M from Immy = $78M Q3 YTD $190M. Q4 $30M Vevye $40M Iheezo (seasonally strong Q) 3e traction = Other Specialty $15M $22M again on Immy. = $107M [----] = $297M. EBITDA margin 30% in 2H [----] EBITDA $70M+"  
[X Link](https://x.com/anyuser/status/1963741690625187966)  2025-09-04T23:11Z [----] followers, [----] engagements


"$HROW biosimilars: Iheezo synergies = lowest cost structure. Competitors are generics companies not eyecare companies don't understand buy-and-bill market. Likely run rate revenue $500M inside [--] months of launch. Investors don't know this yet. You're welcome"  
[X Link](https://x.com/Michigan_Value/status/1966263362183979135)  2025-09-11T22:11Z [----] followers, [----] engagements


"$HROW Bloomberg Q3 [----] data out today: Iheezo up 31.7% Vevye up 39.7% That's Q on Q Q3 [----] over Q2 2025"  
[X Link](https://x.com/Michigan_Value/status/1966605038014398877)  2025-09-12T20:49Z [----] followers, 18.2K engagements


"$HROW Vevye launched [--] months after Miebo with [--] reps now [--] & no marketing budget. Miebo/Xiidra: [---] reps bribes influencers runs TV ads loses money. Vevye standing up new production to meet demand. Supply in hand = hire more reps. 3x reps = 3x growth rate"  
[X Link](https://x.com/Michigan_Value/status/1966927044081840168)  2025-09-13T18:08Z [----] followers, [----] engagements


"$HROW just upgraded to Deloitte. Low rate revolver with a major fuddy duddy bank big [--] accountant bonds at 8.625% covered by [--] sell side firms - latest is BTIG - consensus price target $65 former board member (thru Jan 2025) is now FDA commissioner. Classic shitco 🤣"  
[X Link](https://x.com/anyuser/status/1969515325885432059)  2025-09-20T21:33Z [----] followers, [----] engagements


"$HROW Harrow Access For All. Overcomes PBM barriers so doctors can pick best drugs for patients. Builds on epic single drug (Vevye) success +66% in a quarter. Trump FDA wants PBMs bypassed; not a coincidence HROW board member=FDA commissioner https://www.harrow.com/news-releases/news-release-details/harrow-launches-harrow-access-all-hafa https://www.harrow.com/news-releases/news-release-details/harrow-launches-harrow-access-all-hafa"  
[X Link](https://x.com/anyuser/status/1971312029253374203)  2025-09-25T20:33Z [----] followers, [----] engagements


"$HROW Vevye. is this considered good growth in market share Asking for a friend"  
[X Link](https://x.com/anyuser/status/1971612390098866306)  2025-09-26T16:26Z [----] followers, [----] engagements


"$HROW note from Cantor "This is the type of team that makes you terrified to underestimate them.""  
[X Link](https://x.com/anyuser/status/1972668378973089858)  2025-09-29T14:22Z [----] followers, [----] engagements


"$HROW initial $250M/quarter Q4 [----] guidance was pre-biosimilars and has not been raised. This "Marks" a huge improvement in how the company does guidance; from probably being able to hit if nothing goes wrong to blowing past if nothing goes wrong & meeting if something does"  
[X Link](https://x.com/anyuser/status/1973798529870229825)  2025-10-02T17:13Z [----] followers, [----] engagements


"$HROW conservative guidance strategy began [--] yrs ago. Investors persuaded them late '23; reflected in '24 guide. Also took advice re/ "at least" guidance. '24/'25 "at least" $180M/$280M. CEO gets it now. He has for [--] yrs. This will become obvious to everyone"  
[X Link](https://x.com/anyuser/status/1974630849967784004)  2025-10-05T00:20Z [----] followers, [----] engagements


"$HROW down 26% bc of a wild conspiracy theory on CA regulators affecting their compounding business. Recent note from sell side claims 1) settlement likely; and 2) less than 1% of revenue at risk. You can't make this stuff up 🤣🤣🤣"  
[X Link](https://x.com/anyuser/status/1978178893522628632)  2025-10-14T19:19Z [----] followers, 11.5K engagements


"$HROW got a full article out inside my service ahead of earnings keeping my thoughts there for now. Those guys pay me so it's only fair"  
[X Link](https://x.com/anyuser/status/1983166615857574305)  2025-10-28T13:39Z [----] followers, [----] engagements


"$HROW October Bloomberg data: Vevye up 33% QonQ October over July and 20% over September. Is 33% QonQ and 20% monthly considered good Asking for a friend. Bloomberg Iheezo data is unreliable but FWIW it's up 8% QonQ and 40% YOY. Caveat emptor on that one"  
[X Link](https://x.com/anyuser/status/1986891722723356995)  2025-11-07T20:21Z [----] followers, 12.4K engagements


"$HROW Melt acquisition just closed. Interesting commentary on Melt-210 though Melt-300 a clear $1B+ drug will be the big driver imho. https://www.harrow.com/news-releases/news-release-details/harrow-announces-closing-acquisition-melt-pharmaceuticals https://www.harrow.com/news-releases/news-release-details/harrow-announces-closing-acquisition-melt-pharmaceuticals"  
[X Link](https://x.com/anyuser/status/1990759852935950439)  2025-11-18T12:31Z [----] followers, [----] engagements


"$PHIG $200M [----] EBITDA prolly another $3 div this yr net cash b/s growing - EBITDA up 2x from [----] - multiple is 3.5x EBITDA. Only reason is it trades expert market OTC. May uplist filed S1 already new ticker ROTR. $24 now $45 at 7x EBITDA if they uplist this yr"  
[X Link](https://x.com/Michigan_Value/status/1820280571618025983)  2024-08-05T02:08Z [----] followers, [----] engagements


"I bought $PHIG at $7 a few years ago. Was $100M net debt now $50M net cash. Bought back 10% shares paid $5.50 divs current price is $24 at 3.5x EBITDA. Some complain it trades expert market but for just a little bit more trouble. you guys tell me. Was it worth it"  
[X Link](https://x.com/Michigan_Value/status/1820280572729524417)  2024-08-05T02:08Z [----] followers, [---] engagements


"@maloftis1 Are you saying you hope $PHIG gets their butts in gear and lists on NASDAQ If you are count me in"  
[X Link](https://x.com/Michigan_Value/status/1834235205055365599)  2024-09-12T14:18Z [----] followers, [---] engagements


"How did $CPHRF trade as low as $9 this morning Were people confused about the implications of $MOB.ST's press release on the viability of Terclara in Canada"  
[X Link](https://x.com/Michigan_Value/status/1834723016409858140)  2024-09-13T22:37Z [----] followers, [----] engagements


"@PythiaR $PHIG was your chance and you missed it"  
[X Link](https://x.com/Michigan_Value/status/1835023251770425815)  2024-09-14T18:30Z [----] followers, [---] engagements


"Just published a new $PHIG article. bought it at $7 collected $5.50 in dividends now $24 in [--] years. Not my best idea but not bad"  
[X Link](https://x.com/Michigan_Value/status/1859366545886974461)  2024-11-20T22:41Z [----] followers, [----] engagements


"$PHIG likely $200M EBITDA in [----] and growing. Net cash. Forward multiple under 3.5x EBITDA. Trades OTC that's why cheap. NASDAQ listed competitor $VTOL trades at 2x their multiple. They will monetize eventually I just can't say when"  
[X Link](https://x.com/Michigan_Value/status/1859610799926333876)  2024-11-21T14:52Z [----] followers, [----] engagements


"$HROW clinical trials = Vevye Miebo+cyclo. Doctors are "getting it" despite gibberish from $BLCO reps which is sometimes regurgitated by prescribers who don't read studies. Is something seriously wrong with the system when doctors rely on sales reps instead of reading studies"  
[X Link](https://x.com/Michigan_Value/status/1948081316572049441)  2025-07-23T18:02Z [----] followers, [----] engagements


"Profiles In Management $BLCO coulda bought Vevye chose Xiidra instead. Not both say regulators. Paid $1.75B up front + up to $750M milestones. $HROW bought Vevye: $8M + 12% royalty. Xiidra down to $82M Q2 [----] & heading much lower. Vevye $22M in Q1 [----] and ramping FAST"  
[X Link](https://x.com/Michigan_Value/status/1952045240832954636)  2025-08-03T16:33Z [----] followers, [----] engagements


"$CPH.TO $CPHRF pharma distribution model EBITDA margin50% & Natroba isn't even fully scaled yet so heading higher. $HROW also pharma distribution and scaling fast EBITDA also margin heading over 50%. Just saying"  
[X Link](https://x.com/Michigan_Value/status/1962124515590230388)  2025-08-31T12:05Z [----] followers, [----] engagements


"$CPH.TO $CPHRF correction retail only 40% of the float. Price up post Q2 [----] earnings teaches about the non-insider shareholder base. Natroba revenue up entirely due to seasonality. Price up on seasonality is classic sign of uninformed shareholders. It is what it is"  
[X Link](https://x.com/Michigan_Value/status/1962536074837655830)  2025-09-01T15:20Z [----] followers, [----] engagements


"Just want to go on record that this seems like outrageous behavior on the part of @oppenheimer. They let a retail investor buy a stock but won't sell it for him. Do these guys have a duty to the public I guess maybe they don't think they do $PHIG"  
[X Link](https://x.com/Michigan_Value/status/1984281627267338273)  2025-10-31T15:29Z [----] followers, [----] engagements


"Follow up @CharlesSchwab took the transfer - most brokers won't do that for a small investor - and will handle selling $PHIG for him. @oppenheimer should be ashamed for this bad behavior and deserve trouble with regulators for it. But Schwab are the good guys on this one"  
[X Link](https://x.com/Michigan_Value/status/1984750614497087986)  2025-11-01T22:33Z [----] followers, [---] engagements


"By Jan [----] two vastly better drugs are available Miebo & Vevye. Work better faster limited side effects. DED market growing at 28% CAGR as patients return and try new drugs and many of them benefit. [----] US DED market $6B at this pace"  
[X Link](https://x.com/Michigan_Value/status/1996968206381060370)  2025-12-05T15:41Z [----] followers, [---] engagements


"$HROW's Vevye is the best drug. It does everything $BLCO's Miebo does & also treats inflammation which presents in almost all DED cases. Both are good drugs poor but improving insurance coverage. Coverage takes time but improves with share"  
[X Link](https://x.com/Michigan_Value/status/1996968208444600609)  2025-12-05T15:41Z [----] followers, [---] engagements


"@dorb2sQ And what makes you think it was broad based $XBI a $SBIO were both up but maybe you have something else in mind"  
[X Link](https://x.com/Michigan_Value/status/2010058409119563839)  2026-01-10T18:37Z [----] followers, [---] engagements


"Drug distribution is such a good business in fact that even idiot CEOs can run them do lots of stupid things throw away shareholder money succeed at being good at office politics and they keep their jobs. Just like newspapers and broadcasters"  
[X Link](https://x.com/Michigan_Value/status/1969052114560160038)  2025-09-19T14:53Z [----] followers, [---] engagements


"But a great CEO like Tom Murphy at Cap Cities or Perry Sook at $NXST Truly incredible outcomes. $HROW is just killing it. Management matters. Compare to $BLCO CEO who passed on Vevye so he could pay almost $2B for Xiidra"  
[X Link](https://x.com/Michigan_Value/status/1969052115948495199)  2025-09-19T14:53Z [----] followers, [---] engagements


"@ChrisOlin @themateuszcaban @MitchMartan98 It's Brent Saunders CEO of $BLCO and the reason is that he passed on buying Vevye for $8M so he could spend $1.75B buying Xiidra instead. What a frickin' ham sandwich that guy is"  
[X Link](https://x.com/Michigan_Value/status/1971368488498602359)  2025-09-26T00:17Z [----] followers, [---] engagements

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