Harrow (HROW) Q2 FY26 earnings call

Harrow delivered strong sequential revenue growth in Q2 FY26, driven by improved product economics for V-VI and record demand for IHESO and Triessence, despite a lighter-than-expected first half. The company is positioned for a substantial second-half ramp, supported by commercial organization expansion, broader market access, and the strategic acquisition of Turviya, which is expected to be accretive and contribute significantly to the dry eye franchise. The pipeline also progresses with G-MELD on track for an NDA submission in H1 2027.