以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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HROW
18 atoms · 跨 5 天 · 首见 2026-04-28 · 最近 2026-06-12
三色: 🟦 fact 13 · 🟥 take 5 · stance ▲5/▼2/◆2
来源: X 18
时态: fresh:17 · aging:1
标签: 好数字:13 · 好观点:3 · 好思考:2 · 好信源:1
叙事 (narrative) (1)
- 2026-05-12
[老化中] · 季度营收目标
$250 million quarterly revenue target by end of 2027
tags: 好观点 · → daily
value: qty=$250M · date=2027年底
预测 (forecast) (3)
- 2026-05-12 · 作者自己 Q4 2027 营收预估
my own bottom-up model arrives at around $200 million for Q4 2027
tags: 好数字·好思考 · → daily
value: qty=~$200M · date=Q4 2027
- 2026-04-28 · Q4 2027 营收预期
that Q4 2027 target doesn’t imply $850-900M for the full year. Q4 is usually the strongest quarter and accounts for around 1/3 of full-year revenue, so it shouldn’t be more than $700-750M.
tags: 好思考 · → daily
value: qty=$700-750M · date=Q4 2027
- 2026-05-12 · 最终达到营收目标时间
But I consider it highly likely that Harrow reaches this level by 2028 at the latest
tags: 好观点 · → daily
value: date=2028 at the latest
事实 (fact) (14)
- 2026-06-12 · 股价从低于$29回到接近$40
After another drama and sell-off a few weeks ago after the earnings, that took $HROW below $29, we were today back close to $40.
tags: 好数字 · → daily
value: qty=接近$40 · date=2026-06-12
- 2026-05-31 · May 2026 underperformer
▪️ $HROW: -13.41%
tags: 好数字 · → daily
value: qty=-13.41% · date=05/2026
- 2026-05-15 · CEO bought dip
$HROW's CEO and CFO both bought the dip following the market’s reaction to Q1 results.
tags: 好信源 · → daily
value: qty=dip · date=2025-05-15
- 2026-05-12 · VEVYE 目标市场患者数
VEVYE addresses a DED market with 16 million diagnosed U.S. patients
tags: 好数字 · → daily
value: qty=16M · date=
- 2026-05-12 · IHEEZO 目标市场年手术量
IHEEZO a TAM of over 14 million annual procedures
tags: 好数字 · → daily
value: qty=14M+ · date=annual
- 2026-05-12 · VEVYE 处方量增长
VEVYE prescriptions grew 25% in Q1
tags: 好数字 · → daily
value: qty=25% · direction=up · date=Q1
- 2026-05-12 · IHEEZO 单位销量增长
IHEEZO units 18%
tags: 好数字 · → daily
value: qty=18% · direction=up · date=Q1
- 2026-05-12 · TRIESENCE 单位销量增长
TRIESENCE 136%
tags: 好数字 · → daily
value: qty=136% · direction=up · date=Q1
- 2026-05-12 · 总营收变化
yet total revenue declined 8%
tags: 好数字 · → daily
value: qty=-8% · direction=down · date=Q1
- 2026-05-12 · ASP 改善
The ~30% ASP improvement starting in Q2 reported yesterday
tags: 好数字 · → daily
value: qty=~30% · direction=up · date=Q2 开始
- 2026-05-12 · 复购次数
refills approximately 9 times per year
tags: 好数字 · → daily
value: qty=9x · date=per year
- 2026-05-12 · 橙皮书专利保护年限
Orange Book patents through 2039
tags: 好数字 · → daily
value: date=through 2039
- 2026-05-12 · 5年股价涨幅
stock +700% over 5 years
tags: 好数字 · → daily
value: qty=+700% · date=5 years
- 2026-05-31 · big haircut taken
they couldn't offset the massive haircuts I took on $HROW
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-06-12 ·
fact · 股价从低于$29回到接近$40 · → daily
- 2026-05-31 ·
fact · big haircut taken · → daily
- 2026-05-31 ·
fact · May 2026 underperformer · → daily
- 2026-05-15 ·
fact · CEO bought dip · → daily
- 2026-05-12 ·
fact · VEVYE 目标市场患者数 · → daily
- 2026-05-12 ·
fact · IHEEZO 目标市场年手术量 · → daily
- 2026-05-12 ·
fact · VEVYE 处方量增长 · → daily
- 2026-05-12 ·
fact · IHEEZO 单位销量增长 · → daily
- 2026-05-12 ·
fact · TRIESENCE 单位销量增长 · → daily
- 2026-05-12 ·
fact · 总营收变化 · → daily
- 2026-05-12 ·
fact · ASP 改善 · → daily
- 2026-05-12 ·
narrative · 季度营收目标 · → daily
- 2026-05-12 ·
forecast · 作者自己 Q4 2027 营收预估 · → daily
- 2026-05-12 ·
forecast · 最终达到营收目标时间 · → daily
- 2026-05-12 ·
fact · 复购次数 · → daily
- 2026-05-12 ·
fact · 橙皮书专利保护年限 · → daily
- 2026-05-12 ·
fact · 5年股价涨幅 · → daily
- 2026-04-28 ·
forecast · Q4 2027 营收预期 · → daily
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