Thomas Shrader's questions to Harrow Inc (HROW) leadership • Q2 2025
Question
Thomas Schrader asked for clarification on the strategic differences between the Phil and ApolloCare specialty pharmacies for VEVYE distribution and inquired if the 'IHEZO for all' initiative involves trial programs that might impact short-term ASP.
Answer
CEO Mark Baum clarified that ApolloCare's value is its broader network of contracted insurance plans, which helps capture more commercially covered prescriptions and supports a higher overall ASP. He explained that 'IHEZO for all' is not about free drug trials but about building 'reimbursement confidence' by educating physicians on the product's pervasive insurance coverage to drive deeper utilization.