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Hi Rui, can't find your email. Please feel free to DM me or subscribe. This post will be going live any day now and I will no longer be sharing the post early to additional commenters. Appreciate the support!
Thank you all for requesting Part 2. For those who subscribed as well, Part 2 is in your inbox. For those who have only commented, feel free to DM me with your email so I may send it along. I may have messaged you already requesting.
"In addition, ImprimisRx had an inventory shortage during the month of October, causing a onetime decrease of about $4 million to $6 million in its revenue for the fourth quarter."
Do you know if this is a fact and how it does impact the trust of the ophthalmology community on HROW beeing able to deliever in time?
Yes, that’s accurate. Management mentioned on the Q3 call that ImprimisRx had an inventory shortage in October, which caused a one-time $4–6M revenue impact in Q4. They framed it as a temporary supply issue, not a demand problem, and said it’s been resolved.
On trust, I don’t read this as a structural red flag. Short-term inventory hiccups can happen as the business scales and adds complexity. What would matter is if this became recurring or led to lost customers, and there’s no indication of that so far. For me, it’s something to monitor, not something that changes the bigger picture.
Hello interested in part 2 ! Please 😁
Interested in part 2. Thanks in advance
Hi Rui, can't find your email. Please feel free to DM me or subscribe. This post will be going live any day now and I will no longer be sharing the post early to additional commenters. Appreciate the support!
Interested, thanks. Interested in part 2 as well.
Can you please share Part 2? Thanks!
Thank you all for requesting Part 2. For those who subscribed as well, Part 2 is in your inbox. For those who have only commented, feel free to DM me with your email so I may send it along. I may have messaged you already requesting.
Keep Moving, TuDi
I would like part 2. thank you for this excellent write up
Very well done, thank you. Looking forward to part 2.
Thank you. I may still need your email address as I didn't see you in the subscribers list. Keep Moving, TuDi
Could you please comment on:
"In addition, ImprimisRx had an inventory shortage during the month of October, causing a onetime decrease of about $4 million to $6 million in its revenue for the fourth quarter."
Do you know if this is a fact and how it does impact the trust of the ophthalmology community on HROW beeing able to deliever in time?
https://x.com/finnishcp/status/1999821013366849729
Yes, that’s accurate. Management mentioned on the Q3 call that ImprimisRx had an inventory shortage in October, which caused a one-time $4–6M revenue impact in Q4. They framed it as a temporary supply issue, not a demand problem, and said it’s been resolved.
On trust, I don’t read this as a structural red flag. Short-term inventory hiccups can happen as the business scales and adds complexity. What would matter is if this became recurring or led to lost customers, and there’s no indication of that so far. For me, it’s something to monitor, not something that changes the bigger picture.
Excellent, interesting piece. Am interested in seeing Part 2, thanks.
Yes please!
Want it?! Need it.
Can only second this: Very thorough, very well written, and very informative.
Looking forward to part 2.
Thank you!
May still require your email address MM. Feel free to message me directly.
Very thorough, very well written, and very informative. Looking forward to part 2. Thank you!
Thanks, look forward to part 2
Thank you! Looking forward to part two!
Great article. Would love to read part 2 when available.