TopSecretStocks on HROW (HROW)
公司名称：Harrow, Inc.
详细生意模式：美国
护城河：眼科制药，VEVYE $88.7M(+216% YoY)。2026 guide $350-365M rev, $95-105M EBITDA。
估值水平：🟢强
EV/Market Cap：4.1x EV/EBITDA, 10.9x P/E
网络观点：VEVYE爆炸性增长和2026年3倍营收扩张。
AI观点：真正的增长故事。VEVYE增速非凡，但需验证是市场份额盗取还是类别增长。$65 PT假设EBITDA $100M+有合理性但缺乏安全边际。
原文日期：2026-03-26
作者简介：生物制药深度分析博主
Automatically collect high-quality investment opinions from across the web daily
Over 50+ high-quality investment ideas await you every day
Investment insights from 15+ platforms like Substack, Seeking Alpha, X/Twitter, with AI-powered summaries, categorized by industry. Register for free to access all features.