Harrow Health Inc 8-K Filings

Harrow, Inc. reported second quarter 2026 revenue of $70.7 million, up 11% year over year, driven by branded products, while GAAP results swung to a net loss of $17.3 million versus income a year ago. Gross margin was 71%, down from 75%.

Key growth drivers were VEVYE with $29.4 million in revenue (approximately 40% sequential and 58% year-over-year growth), IHEEZO with $15.6 million in revenue and record unit demand, and TRIESENCE with record 14,529 units, up 162% year over year. ImprimisRx revenue declined to $14.6 million as units shifted to branded products and certain markets were exited. Adjusted EBITDA was $(1.2) million, down from $17.0 million. Harrow ended June 30, 2026 with $83.9 million in cash and cash equivalents and loans payable of $292.4 million. Management reiterated full-year 2026 guidance of $350–$365 million in revenue and $80–$100 million in Adjusted EBITDA and highlighted the pending TYRVAYA acquisition, expected to contribute more than $30 million in 2027 revenue and be funded from cash on hand.

Harrow, Inc. agreed on August 3, 2026 to acquire from Viatris Inc. the global rights to TYRVAYA varenicline solution nasal spray 0.03 mg, an FDA-approved cholinergic agonist for treating signs and symptoms of dry eye disease. Harrow will acquire assets primarily related to TYRVAYA, including the new drug application and other regulatory approvals, intellectual property, developed technology, inventory, and certain related contracts, and will assume specified liabilities.

As consideration, Harrow will pay $30,000,000 in cash at closing, funded with cash on hand, plus up to $70,000,000 in contingent milestone payments tied to future annual net sales thresholds, subject to a post-closing working capital adjustment. Closing is expected in the second half of 2026, subject to customary conditions and ancillary agreements such as a transition services agreement. Management describes the deal as expanding Harrow’s dry eye franchise alongside VEVYE and other products and states that TYRVAYA is expected to be financially accretive shortly after closing, while cautioning that completion and benefits are subject to various risks.

Harrow, Inc. reported the results of its 2026 annual stockholder meeting. A total of 37,273,420 shares were entitled to vote, and 29,830,973 shares were present or represented by proxy. All four director nominees were elected to serve until the 2027 annual meeting. Stockholders also approved, on an advisory basis, the compensation of the company’s named executive officers and ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.

Harrow, Inc. furnished a corporate presentation as an exhibit to a current report. The presentation, dated June 2026, may be used by management at investor conferences and meetings with analysts and other interested parties. The material is provided under Regulation FD as supplemental information.

The company states that the presentation and related disclosure are furnished rather than filed, which means they are not subject to certain liability provisions and are not automatically incorporated into other securities filings unless specifically referenced.

Harrow, Inc. reported first-quarter 2026 revenue of $44.2 million, down 8% from $47.8 million a year earlier, mainly due to VEVYE gross-to-net adjustments and softer compounded product sales. Gross margin declined to 61% from 68%, and the company posted a net loss of $27.6 million, wider than the prior-year loss of $17.8 million. Adjusted EBITDA was a loss of $12.7 million versus a $2.0 million loss last year, reflecting heavier commercial and R&D investment.

Despite weaker reported earnings, demand for key brands remained strong. VEVYE generated $20.9 million in revenue after an estimated $8 million non-recurring gross-to-net reduction and achieved about 14% branded dry eye market share, surpassing XIIDRA on monthly total prescriptions. IHEEZO unit demand rose 18% year over year, and TRIESENCE demand more than doubled, marking a sixth straight growth quarter.

Harrow ended the quarter with $94.6 million in cash and reiterated its full-year 2026 guidance for revenue of $350–$365 million and Adjusted EBITDA of $80–$100 million, with performance weighted to the second half. Second-quarter 2026 revenue is expected between $71 million and $81 million, supported by an expanded sales force, growing prescription trends for VEVYE, and increasing adoption of IHEEZO and TRIESENCE.

Harrow, Inc. has issued $50.0 million aggregate principal amount of additional 8.625% Senior Notes due 2030 in a private offering. These New Notes were sold to qualified institutional buyers under Rule 144A and to certain non-U.S. investors under Regulation S.

The New Notes are fungible with Harrow’s existing $250,000,000 aggregate principal amount of 8.625% Senior Notes due 2030 and were issued under the same indenture. Harrow received approximately $48.7 million in net proceeds and plans to use the funds for general corporate purposes, including growth initiatives, product development, strategic business opportunities and related investments.

Harrow, Inc. has priced a private offering of $50.0 million aggregate principal amount of 8.625% senior unsecured notes due 2030. The new notes will be issued as additional notes under the same indenture as the existing $250,000,000 8.625% notes, forming a single series with identical terms apart from issuance date and issue price.

The notes, guaranteed by certain current and future restricted subsidiaries, are expected to close on March 27, 2026, bear interest at 8.625% and mature on September 15, 2030, with semi-annual cash interest payments on March 15 and September 15. Harrow plans to use the net proceeds for general corporate purposes, including potential growth initiatives, product development and strategic business opportunities. The offering is being made only to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S.

Harrow, Inc. is launching a private add-on debt offering, seeking to sell $50.0 million in aggregate principal amount of additional 8.625% senior unsecured notes due 2030. These new notes will form a single series with the existing $250,000,000 of 2030 notes issued in September 2025 under the same indenture.

The notes will be offered only to qualified institutional buyers under Rule 144A and to certain non-U.S. investors under Regulation S. Harrow plans to use net proceeds for general corporate purposes, including growth initiatives, product development, strategic business opportunities, and related investments, though completion of the offering remains subject to market and other conditions.

Harrow, Inc. filed a current report to furnish an updated corporate investor presentation under Regulation FD. The presentation, dated March 2026, is provided as Exhibit 99.1 and may be used by management in investor conferences and meetings.

The company specifies that this material is being furnished, not filed, so it is not subject to Section 18 liability of the Exchange Act and is only incorporated into other securities filings if expressly referenced.

Harrow, Inc. reported strong growth for Q4 and full-year 2025 and issued 2026 guidance. Quarterly revenue reached $89.1 million, up 33% from $66.8 million, while full-year revenue rose 36% to $272.3 million from $199.6 million. Q4 GAAP net income was $6.6 million, though the company posted a $5.1 million net loss for 2025. Adjusted EBITDA grew to $24.2 million in Q4 and $61.9 million for the year. Operating cash flow swung to a positive $43.9 million in 2025 from $(22.2) million in 2024, and cash and cash equivalents were $72.9 million at year-end. Management highlighted strong momentum in key ophthalmic brands VEVYE, IHEEZO and TRIESENCE and outlined plans to expand sales teams and invest in growth initiatives. For 2026, Harrow guides to $350–$365 million in revenue and $80–$100 million in Adjusted EBITDA, with results expected to be more heavily weighted to the second half of the year.

Harrow, Inc. filed an update covering its outlook and leadership team. The company reaffirmed its full-year 2025 revenue guidance in a range of $270 million to $280 million, signaling no change to its previously communicated expectations.

Harrow also appointed Patrick W. Sullivan as Chief Commercial Officer, effective January 30, 2026. He brings more than 25 years of commercial leadership experience from roles at Corium Therapeutics, AstraZeneca, Shire, Adolor, Novartis, and Bayer. Under his offer letter, Sullivan will receive a $425,000 annual base salary, a target annual bonus equal to 40% of base compensation, and 40,000 restricted stock units. Of these, 25,000 RSUs vest if Harrow’s revenue reaches $230,000,000 in a calendar quarterly period, and 15,000 RSUs vest three years from the award date.

Harrow, Inc. reported that it has completed the acquisition of Melt Pharmaceuticals, Inc. on November 17, 2025 under a previously announced merger agreement. At closing, Harrow paid approximately $4.3 million in cash as initial consideration for the remaining equity interests of Melt, and the contingent regulatory and commercial milestone payments previously outlined remain in place. The company notes that any potential future issuance of its common stock related to this acquisition would rely on an exemption from registration under Section 4(a)(2) of the Securities Act. Harrow also issued a press release on November 18, 2025 announcing the closing of the Melt acquisition.

Harrow, Inc. (HROW) furnished materials announcing financial results for the period ended September 30, 2025 and recent corporate updates. The company provided a press release, a stockholder letter, and an investor presentation for reference.

These materials were furnished under Items 2.02 and 7.01 and are not deemed “filed” for liability purposes or incorporated by reference unless expressly stated. Exhibits include a press release, stockholder letter, and a corporate presentation.

Harrow, Inc. reported a leadership change at its wholly owned subsidiary ImprimisRx, LLC. On October 6, 2025, John Saharek ceased serving as President and Chief Executive Officer of ImprimisRx and certain affiliated entities, effective that date. He has moved into a non-officer leadership role at Harrow and will no longer be involved in ImprimisRx’s operations. The company did not enter into any new compensatory arrangements with him in connection with this transition.

Harrow also issued a press release on October 6, 2025, announcing these leadership changes at ImprimisRx, which is furnished as an exhibit and incorporated by reference.

Harrow, Inc. filed an amended current report to add full copies of key agreements for its planned acquisition of Melt Pharmaceuticals, Inc. as exhibits. The amendment attaches the Agreement and Plan of Merger dated September 24, 2025, among Harrow, its merger subsidiary, Melt, and D. Brad Osborne as stockholder representative, along with a related Milestone Payment Agreement between Harrow and Melt. The company states that no other changes are being made to the earlier report that first described the merger. Harrow also emphasizes that the representations, warranties and covenants in these agreements were made for the benefit of the parties as of specific dates and may use different materiality standards than investors, so they should not be read as full factual descriptions of the companies’ current condition.

Harrow, Inc. and certain subsidiaries entered into a new senior secured revolving credit agreement with Fifth Third Bank providing an initial facility of $40.0 million and an uncommitted incremental revolving line up to $20.0 million. The facility is secured and includes subsidiary guarantors, and it matures on September 26, 2030 or, if earlier, 91 days prior to the earliest maturity date of the company’s 8.625% senior notes due 2030. The credit line increases the company’s committed liquidity and provides flexibility through an additional uncommitted incremental option; the agreement names Fifth Third as administrative agent, letter of credit issuer, swing line lender, lead arranger and bookrunner.

Harrow, Inc. filed a current report to share materials from its Investor Day held on September 26, 2025. The company furnished an investor presentation as Exhibit 99.1, which was used at the event and in subsequent investor meetings. The information in the presentation and in this disclosure is furnished under Regulation FD and is expressly stated as not being deemed “filed” for purposes of Section 18 of the Exchange Act, nor automatically incorporated into other Securities Act or Exchange Act filings.

Harrow, Inc. has signed an Agreement and Plan of Merger to acquire all remaining equity of Melt Pharmaceuticals, a company in which Harrow already owns about 45% and holds a royalty on MELT-300. Because Harrow executives and directors also hold Melt equity and one serves on Melt’s board, the deal terms were negotiated and approved by an independent board committee, which obtained its own legal counsel and a fairness opinion.

At closing, Harrow will pay approximately $4.3 million in cash, with additional contingent payments tied to the MELT-300 program and its commercial performance. Upon FDA approval of MELT-300, Harrow would pay about $87.2 million in cash; upon CMS coding and reimbursement (including pass-through status and a J-Code or similar), it would issue roughly 1,112,000 Harrow common shares. One-time cash payments of up to about $261.0 million may be owed if annual net sales milestones between $100 million and $1.0 billion are achieved by December 31, 2035. Closing remains subject to customary conditions, including approval by Melt stockholders.

Harrow, Inc. disclosed that it has priced an offering of $250.0 million aggregate principal amount of its 8.625% senior unsecured notes due 2030 in a private transaction. The notes are being offered to qualified institutional buyers in the U.S. under Rule 144A and to certain non-U.S. investors in offshore transactions under Regulation S.

The company announced the pricing through a press release dated September 8, 2025, which is incorporated by reference as an exhibit. The disclosure emphasizes that this communication is not an offer or solicitation to buy or sell securities in any jurisdiction where such activity would be unlawful.

Harrow, Inc. outlined a major financing and strategic plan centered on a proposed private offering of $250.0 million senior unsecured notes due 2030. The company entered a commitment letter with Fifth Third Bank for a new $40.0 million senior secured revolving credit facility, expected to close after the notes offering and secured by substantially all assets, subject to customary conditions.

Harrow intends to use net proceeds from the 2030 notes to redeem its 8.625% Senior Notes due 2026 and 11.875% Senior Notes due 2027, prepay an Oaktree loan, pay related exit costs, and for general corporate purposes. It has issued a conditional full redemption notice for the 2027 notes at 102% of principal plus accrued interest and expects to call the 2026 notes at 100% plus a make-whole and accrued interest, both funded from the offering. Separately, Harrow signed a non-binding indication of interest to acquire the remaining equity in Melt Pharmaceuticals for about $4.3 million upfront plus contingent cash and equity milestones tied to MELT-300 approval, reimbursement and sales.

Harrow, Inc. reported leadership changes and corporate governance updates. The board appointed longtime finance executive Andrew R. Boll, currently Chief Financial Officer and Secretary, to also serve as President, effective August 21, 2025, with no changes to his compensation.

The company also appointed Randall E. Pollard as Chief Accounting Officer, effective September 1, 2025. His offer includes a $400,000 annual base salary, a target cash bonus equal to 40% of salary, relocation support, and eligibility for six months of severance after 12 months of service. The board approved amended and restated bylaws designating the Chief Executive Officer as principal executive officer, clarifying officer roles, updating titles, and making technical edits.

Key Takeaway: Harrow Inc.’s 2025 Annual Meeting (18-Jun-2025) produced broad shareholder support on every agenda item, reaffirming governance stability without introducing immediate balance-sheet or earnings effects.

A strong quorum of 31.27 million shares (85.2 % of the 36.69 million entitled) was present. All four director nominees—Mark L. Baum, Adrienne L. Graves, Lauren P. Silvernail and Perry J. Sternberg—were re-elected with at least 98.8 % of votes cast, signalling investor confidence in existing leadership.

The new 2025 Incentive Stock and Awards Plan passed with 21.70 million ‘For’ (90.5 % of votes cast, excl. broker non-votes) versus 1.77 million ‘Against’. The plan gives the board fresh equity-compensation capacity, potentially increasing future dilution if fully utilised.

Audit matters were routine: shareholders ratified Crowe LLP for FY-2025 with 31.23 million ‘For’ (99.8 %), removing audit-continuity uncertainty. Advisory votes showed 94.1 % support for executive pay and 82.5 % support for holding a say-on-pay vote every year.

No M&A, financing, or earnings guidance was disclosed. Overall, this 8-K reflects standard corporate-governance maintenance rather than a catalyst for near-term valuation change.