IF Alpha?

My biggest concern last fall was, "what if Bernie gets into office?" This fear was driven partially by the fact that the market would...

In Case You Missed It…Interesting Information From Last Week

Here's an interesting piece of news on Patriot One (PTOTF). If you recall, a little over a year ago, Patriot formed a JV to...

ImprimisRx® Announces Exclusive Agreement with Doxy.me to Provide Healthcare Professionals with Telemedicine Services

NASHVILLE, Tenn., March 24, 2020 (GLOBE NEWSWIRE) -- Harrow Health, Inc. (NASDAQ: HROW) and ImprimisRx, the nation’s leading ophthalmic-focused outsourcing facility and pharmaceutical compounding...

It’s Definitely a Beer Market

Sometimes a typo can hit the sweet spot, right? When I got the text that we're entering a beer market...well, let's just say that...

Harrow Health Publishes Fourth Quarter 2019 Letter to Stockholders

Tailwinds' Take: Harrow continues to build a powerhouse in the compounding business with major upside from their subsidiaries. This is a long-term multi-year hold...

Harrow Gaining Traction…

Tailwinds' Take: this is the third supply agreement announced in the last week by Imprimis, Harrow's wholly owned subsidiary. Between the three agreements, they...

ImprimisRx® Announces Supply Agreement with iOR Partners

Tailwinds' Take: more good news for Harrow's ophthalmology division. Their core business continues to execute well. SAN DIEGO, March 09, 2020 (GLOBE NEWSWIRE) -- ImprimisRx,...

ImprimisRx® Announces Supply Agreement with Vision Center Network of America (VCNA)

Tailwinds' Take: positive news as HROW's core business ramps in the stated direction of $100M in annual revenue. Expect a lot more catalysts for...

Thoughts From Last Week

This feels like a very strange time in the market. Usually markets overreact to news. Violent swings to extreme levels are the common occurrence...

Eton Pharmaceuticals Provides Update on ET-105 Program

Tailwinds' Take: while this delays the approval, it's not a serious impediment and we still expect to see the NDA approved in 2020. Any...

Slogging Through Winter

I was skiing outside Seattle last weekend. Steven's Pass ski resort, to be precise. They have gotten a lot of snow up there this...

Eton Pharmaceuticals and Xellia Pharmaceuticals Announce Biorphen® (phenylephrine HCl) Co-Promotion Agreement

Tailwinds' Take: Eton is executing on their strategy as this announcement demonstrates that Biorphen is gaining traction in the market. We continue to believe owning...

Visions of 2020

This last week was actually a very good week for the Tailwinds' portfolio. Despite the overall quiet of a holiday week (or maybe because...

ImprimisRx’s FDA-Registered Outsourcing Facility Issued California License

SAN DIEGO, Dec. 10, 2019 (GLOBE NEWSWIRE) -- ImprimisRx, the nation’s leading ophthalmic-focused outsourcing facility and pharmaceutical compounding business, a wholly-owned subsidiary of Harrow...

November Review

Was my sigh of relief audible everywhere? I've been doing this long enough to know that markets are cyclical and that the point of...

Deep Fried Turkey

Those who know me well are well aware that Wednesdays are my favorite night of the week. That's the night I go out mountain...

Recapping The Recent Earnings Reports

The last couple weeks have seen a slew of earnings reports and, more importantly, investor update calls from companies in the Tailwinds Universe. Importantly...

Harrow Health, Inc. Letter to Stockholders

Harrow reported earnings on Wednesday, November 13th. They also, for the first time, published a shareholder letter. This letter tells the complete story of...

Show Me The Money

As the stock market hits new highs on all the major indexes seemingly daily, it appears that the market has moved to a “risk...

Harrow Could Be Your Holiday Bonus

As we head into the home stretch of 2019 the market for microcap stocks seems to have turned around. This time last year it...
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