[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  M. V. Cunha [@mvcinvesting](/creator/twitter/mvcinvesting) on x 46.6K followers Created: 2025-07-02 17:10:45 UTC 5) $HROW $HROW is a fast-growing specialty pharmaceutical company focused exclusively on ophthalmology. Its hybrid model combines FDA-approved branded drugs with a profitable compounding pharmacy business (ImprimisRx), giving it a diversified revenue base and strong customer relationships with thousands of U.S. eye care professionals. The core of the current investment thesis centers around the explosive growth of branded products — especially VEVYE, which is now $HROW's most valuable asset. VEVYE revenue grew XX% quarter-over-quarter in Q1 2025 and is on track to become the company’s first 9-figure annual product, thanks to initiatives like VAFA (VEVYE Access for All), which dramatically increased prescription volumes and access. Meanwhile, IHEEZO and TRIESENCE are also seeing strong adoption in surgical and retina practices, benefiting from improved reimbursement and broader distribution channels. While Q1 showed seasonally weaker results (typical for the industry), $HROW still delivered $47.8M in revenue (up XX% YoY) and a record $19.7M in operating cash flow. There are near-term risks — namely, the $222M debt load and execution on new product launches. However, management is actively engaged in refinancing discussions, aiming to lower the cost of capital and improve financial flexibility by late summer. The upside scenario seems compelling: If $HROW successfully scales its branded portfolio while keeping its strong position in compounding, it could become a cash-generating, high-margin leader in its niche. And given that the stock is still underfollowed and underpriced, this could represent a very interesting long-term opportunity. It currently trades at ~8x next year’s EBITDA estimates.  XXXXXX engagements  **Related Topics** [investment](/topic/investment) [hybrid](/topic/hybrid) [$hrow](/topic/$hrow) [Post Link](https://x.com/mvcinvesting/status/1940458133639385197)
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M. V. Cunha @mvcinvesting on x 46.6K followers
Created: 2025-07-02 17:10:45 UTC
- $HROW
$HROW is a fast-growing specialty pharmaceutical company focused exclusively on ophthalmology. Its hybrid model combines FDA-approved branded drugs with a profitable compounding pharmacy business (ImprimisRx), giving it a diversified revenue base and strong customer relationships with thousands of U.S. eye care professionals.
The core of the current investment thesis centers around the explosive growth of branded products — especially VEVYE, which is now $HROW's most valuable asset. VEVYE revenue grew XX% quarter-over-quarter in Q1 2025 and is on track to become the company’s first 9-figure annual product, thanks to initiatives like VAFA (VEVYE Access for All), which dramatically increased prescription volumes and access. Meanwhile, IHEEZO and TRIESENCE are also seeing strong adoption in surgical and retina practices, benefiting from improved reimbursement and broader distribution channels.
While Q1 showed seasonally weaker results (typical for the industry), $HROW still delivered $47.8M in revenue (up XX% YoY) and a record $19.7M in operating cash flow.
There are near-term risks — namely, the $222M debt load and execution on new product launches. However, management is actively engaged in refinancing discussions, aiming to lower the cost of capital and improve financial flexibility by late summer.
The upside scenario seems compelling: If $HROW successfully scales its branded portfolio while keeping its strong position in compounding, it could become a cash-generating, high-margin leader in its niche. And given that the stock is still underfollowed and underpriced, this could represent a very interesting long-term opportunity.
It currently trades at ~8x next year’s EBITDA estimates.
XXXXXX engagements
Related Topics investment hybrid $hrow