HARROW, INC. — Form 8-K

Harrow reported Q2 2026 revenue of $70.7M (11% YoY growth, 60% sequential), with VEVYE at $29.4M (+58% YoY), IHEEZO at $15.6M (despite April loss of ASC reimbursement), and TRIESENCE unit demand up 162% YoY. The company announced acquisition of TYRVAYA from Viatris (expected >$30M revenue in 2027, funded from cash on hand), secured a major pharmacy benefit manager coverage win for VEVYE (effective Aug 1, 2026), and launched BYOOVIZ biosimilar. However, GAAP net loss was $17.3M (vs. $5.0M profit prior year) and Adjusted EBITDA turned negative at $(1.2)M (vs. $17.0M positive prior year), driven by 60% increase in SG&A ($53.3M) and 180% increase in R&D ($8.1M) to fund commercial expansion and pipeline programs. Cash position: $83.9M.