Harrow, Inc. filings document an ophthalmic pharmaceutical business built around branded products and ImprimisRx, including operating results, stockholder communications and Regulation FD presentations tied to its U.S. commercialization strategy. Current reports disclose material events such as product and business updates, executive appointments and compensation arrangements, the completed Melt Pharmaceuticals acquisition, and capital-structure matters involving senior unsecured notes due 2030.
Proxy materials cover shareholder voting matters, board governance and executive compensation. The filing record also includes disclosures on material agreements, risk-related cautionary statements, and clinical or regulatory topics connected to Harrow's ophthalmic product portfolio.
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. is asking stockholders to vote on directors, executive pay and its auditor at the 2026 annual meeting. The meeting will be held on June 18, 2026 at 8:00 a.m. Central Time at the Nashville headquarters, for holders of record as of April 21, 2026.
Stockholders are being asked to elect four directors, approve on an advisory basis the compensation of named executive officers, and ratify Deloitte & Touche LLP as independent auditor for 2026. Three of four director nominees are independent, and all standing committees are fully independent, with a Lead Independent Director providing additional oversight.
The proxy describes a pay‑for‑performance program. In 2025, bonuses for key executives, including CEO Mark Baum and President/CFO Andrew Boll, were paid at target levels based on revenue growth, adjusted EBITDA, product performance and debt refinancing. Baum and Boll also received multi‑year performance stock units tied to ambitious stock‑price hurdles between $50 and $100 per share.
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: Amendment No. 1 to a Schedule 13G/A was filed reporting that The Vanguard Group beneficially owns 0 shares of Harrow Inc common stock after an internal realignment effective January 12, 2026.
The filing explains that certain Vanguard subsidiaries or business divisions will report beneficial ownership separately in reliance on SEC Release No. 34-39538 (January 12, 1998). The statement is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
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. Schedule 13G reports that Daniel Kaufman beneficially owns 1,878,000 shares of Common Stock, representing 5.04% as of 03/10/2026.
The filing lists Kaufman’s sole voting and dispositive power over the 1,878,000 shares. The address and CUSIP are provided in the disclosure.
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.
Opaleye Management Inc., a 10% owner of HARROW, INC., reported open-market sales of Harrow common stock through affiliated entities on March 3 and 4, 2026.
Opaleye, L.P. sold 59,000 and 134,000 shares at weighted average prices of $39.1524 and $39.6721, while a separately managed account sold 1,309 and 4,263 shares at the same respective weighted average prices. In total, 198,572 shares were sold in multiple transactions within disclosed price ranges.
HARROW, INC. insider Opaleye Management Inc., as portfolio manager of a separately managed account, reported an open-market sale of 5,000 shares of common stock on February 27, 2026 at a price of $54.18 per share.
After this sale, the managed account held 65,000 shares indirectly attributed to Opaleye. A separate holding of 3,815,000 shares is owned directly by Opaleye, L.P., for which Opaleye Management Inc. is the investment manager. Opaleye Management Inc. disclaims beneficial ownership of the reported shares except to the extent of its pecuniary interest.