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Vanda Pharmaceuticals Inc.Informe acción NasdaqGM:VNDA

Capitalización bursátil US$372.2m
Precio de las acciones
US$6.19
US$7.5
17.5% infravalorado descuento intrínseco
1Y43.0%
7D3.3%
1D
Valor de la cartera
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Vanda Pharmaceuticals Inc.

Informe acción NasdaqGM:VNDA

Capitalización de mercado: US$372.2m

Vanda Pharmaceuticals (VNDA) Resumen de Acciones

Vanda Pharmaceuticals Inc, empresa biofarmacéutica, se centra en el desarrollo y la comercialización de terapias destinadas a satisfacer necesidades médicas no cubiertas en todo el mundo. Saber más

Análisis fundamental de VNDA
Puntuación del snowflake
Valoración5/6
Crecimiento futuro2/6
Rendimiento pasado0/6
Salud financiera6/6
Dividendos0/6

VNDA Community Fair Values

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Competidores de Vanda Pharmaceuticals Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Vanda Pharmaceuticals
Precios históricos de las acciones
Precio actual de la acciónUS$6.19
Máximo en las últimas 52 semanasUS$9.94
Mínimo de 52 semanasUS$4.14
Beta0.65
Cambio en 1 mes-10.16%
Variación en 3 meses-25.24%
Cambio de 1 año42.96%
Variación en 3 años3.86%
Variación en 5 años-65.24%
Variación desde la OPV-36.05%

Noticias y actualizaciones recientes

Actualización de narrativa May 17

VNDA: Psychiatry Franchise And New Launches Will Drive Earnings Repricing

Analysts have adjusted the fair value estimate for Vanda Pharmaceuticals to $14.90 from $12.67, reflecting updated expectations for profitability, P/E assumptions, and the potential contribution from BYSANTI and other near-commercial assets highlighted in recent research. Analyst Commentary Recent Street research on Vanda Pharmaceuticals presents a mixed picture, with some analysts emphasizing upside from newly approved and near-commercial assets, while others are trimming targets as expectations and assumptions are recalibrated.
Seeking Alpha May 13

Vanda: A Long-Term Pharma Growth Idea, Despite Q1 Earnings Miss

Summary Vanda Pharmaceuticals is rated a buy, supported by new drug approvals, a diversified clinical pipeline, and strong top-line growth potential. VNDA's near-zero debt and undervalued price/book ratio offer balance sheet strength and significant upside, with Wall St. forecasting considerable price appreciation as of Tuesday's data. Earnings and cash flow trends remain weak, with persistent operating losses, high R&D costs, and no profitability expected until at least 2030. Technical analysis signals a neutral trend, but recent drug launches and upgraded revenue guidance provide a potential growth catalyst. The risk of cash burn was highlighted as well, with about 1.6 years of cash runway expected at current burn rates unless it improves soon. Read the full article on Seeking Alpha

Recent updates

Actualización de narrativa May 17

VNDA: Psychiatry Franchise And New Launches Will Drive Earnings Repricing

Analysts have adjusted the fair value estimate for Vanda Pharmaceuticals to $14.90 from $12.67, reflecting updated expectations for profitability, P/E assumptions, and the potential contribution from BYSANTI and other near-commercial assets highlighted in recent research. Analyst Commentary Recent Street research on Vanda Pharmaceuticals presents a mixed picture, with some analysts emphasizing upside from newly approved and near-commercial assets, while others are trimming targets as expectations and assumptions are recalibrated.
Seeking Alpha May 13

Vanda: A Long-Term Pharma Growth Idea, Despite Q1 Earnings Miss

Summary Vanda Pharmaceuticals is rated a buy, supported by new drug approvals, a diversified clinical pipeline, and strong top-line growth potential. VNDA's near-zero debt and undervalued price/book ratio offer balance sheet strength and significant upside, with Wall St. forecasting considerable price appreciation as of Tuesday's data. Earnings and cash flow trends remain weak, with persistent operating losses, high R&D costs, and no profitability expected until at least 2030. Technical analysis signals a neutral trend, but recent drug launches and upgraded revenue guidance provide a potential growth catalyst. The risk of cash burn was highlighted as well, with about 1.6 years of cash runway expected at current burn rates unless it improves soon. Read the full article on Seeking Alpha
Actualización de narrativa Apr 28

VNDA: Psychiatry Franchise And Nereus Data Will Shape Balanced Future Prospects

Analysts have raised their average price target on Vanda Pharmaceuticals by $3, from $14 to $17, citing updated revenue models after BYSANTI's approval, expectations for growth in the psychiatry franchise, and potential upside from additional commercial and near-commercial assets. Analyst Commentary Recent research has highlighted a more constructive tone around Vanda Pharmaceuticals, with multiple firms publishing views that anchor on BYSANTI, the broader psychiatry franchise, and the company’s commercial portfolio.
Actualización de narrativa Apr 14

VNDA: Psychiatry Franchise And Nereus Opportunity Will Shape Balanced Future Upside

Analysts have raised their average price target for Vanda Pharmaceuticals to reflect updated expectations around the recently approved BYSANTI, ongoing prescriptions for Fanapt, and potential upside from Nereus in GLP-1 related vomiting, with current targets from recent research ranging from $17 to $24. Analyst Commentary Recent research has generally been constructive on Vanda Pharmaceuticals, with several firms assigning Buy ratings alongside price targets in the mid to high teens and low twenties.
Actualización de narrativa Mar 31

VNDA: Psychiatry Franchise And GLP 1 Vomiting Opportunity Will Shape 2026 Outlook

Analysts have raised their fair value estimate for Vanda Pharmaceuticals to $24 from $22, reflecting updated models that incorporate the FDA approval of Bysanti, higher expectations for the psychiatry franchise, and emerging opportunities such as Nereus in GLP-1 related vomiting. Analyst Commentary Bullish analysts are leaning into Vanda's updated story around Bysanti, Fanapt, and newer assets, with several raising fair value assumptions and highlighting a broader psychiatry and gastrointestinal opportunity set.
Actualización de narrativa Mar 16

VNDA: Psychiatry Reliance Will Limit Upside Despite Recent Drug Approvals

Analysts have raised their average price targets for Vanda Pharmaceuticals into the mid to high teens in dollar terms, citing the recent FDA approval of Bysanti, updated revenue models for the psychiatry franchise, and potential upside from the Nereus program as key reasons for the change. Analyst Commentary Recent Street research around Vanda Pharmaceuticals has centered on the implications of Bysanti's FDA approval, the outlook for the psychiatry franchise, and the potential contribution of pipeline assets such as Nereus and tasimelteon.
Actualización de narrativa Mar 02

VNDA: Psychiatry Concentration Risk Will Drive A Cautious Forward Outlook

Analysts have lifted their average price target for Vanda Pharmaceuticals to a higher range of $17 to $24, citing updated revenue models that now include expected BYSANTI contributions and revised assumptions for its psychiatry franchise. Analyst Commentary Recent research has centered on the impact of BYSANTI and the broader psychiatry franchise on Vanda Pharmaceuticals, with updated revenue models now reflecting expected BYSANTI contributions and revised assumptions around prescription trends.
Actualización de narrativa Feb 16

VNDA: Jet Lag Setback Will Keep Focus On 2026 Earnings Outlook

Analysts kept their $22 price target for Vanda Pharmaceuticals unchanged, citing recent FDA feedback on tasimelteon for jet lag as a limited setback that was already excluded from their valuation assumptions. Analyst Commentary Bullish analysts frame the recent FDA feedback on tasimelteon for jet lag as a contained issue.
Actualización de narrativa Feb 02

VNDA: Jet Lag Setback Will Keep Focus On Imsidolimab BLA Milestone

Analysts have lifted their fair value estimate for Vanda Pharmaceuticals to $22 from $20, citing Street research that views the recent FDA decision on tasimelteon for jet lag as a limited setback that was not factored into prior valuation work. Analyst Commentary Bullish analysts frame the FDA decision on tasimelteon for jet lag as a limited setback rather than a thesis changer for Vanda Pharmaceuticals.
Actualización de narrativa Jan 19

VNDA: Imsidolimab Filing And Motion Sickness Approval Will Shape Balanced Outlook

Analysts have kept their fair value estimate for Vanda Pharmaceuticals steady at US$7.50, while modestly updating assumptions for the discount rate, revenue growth, profit margin, and future P/E after viewing the recent tasimelteon sNDA setback as a limited issue that was not central to their prior price target work. Analyst Commentary Street research commentary around Vanda Pharmaceuticals has framed the recent tasimelteon update as a limited issue for the equity story, with some firms explicitly stating that their valuation work did not depend on jet lag revenues for HETLIOZ.
Actualización de narrativa Jan 04

VNDA: Imsidolimab Milestones And Motion Sickness Launch Will Drive Balanced Outlook

Analysts have modestly raised their fair value estimate for Vanda Pharmaceuticals to approximately $7.50 from about $5.00 per share, citing improving milestone visibility tied to the anticipated imsidolimab BLA submission and a reassessment of long term earnings potential, even as revenue growth assumptions have become more tempered. Analyst Commentary Bearish analysts acknowledge that the clearer path toward an imsidolimab BLA filing has improved Vanda's long term earnings visibility, but they remain wary that the ultimate revenue contribution could fall short of current expectations.
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Nueva narrativa Apr 24

New Indications And Pipeline Advances Will Strengthen Position

Expansion of Fanapt's sales and marketing efforts is expected to drive significant revenue growth through increased brand awareness and prescriber engagement.
Seeking Alpha Sep 05

Vanda's Struggles Persist Despite New Drug Launches And Takeover Bids

Summary Fanapt, approved for bipolar I disorder, faces significant competition from generics like Abilify, making it unlikely to drive substantial revenue growth. Ponvory, acquired from Janssen, faces similar competitive pressures, with generic versions of similar drugs dominating the multiple sclerosis market. Despite failing its primary endpoint in gastroparesis, Vanda is still pushing for regulatory approval for tradipitant, facing regulatory hurdles. Despite receiving two acquisition offers with a premium, Vanda rejected them, raising concerns about their cash management and future stock performance. Vanda's stock remains a hold due to cash strength, but limited product pipeline differentiation makes long-term growth prospects challenging. Read the full article on Seeking Alpha
Seeking Alpha Aug 08

Vanda Pharmaceuticals: I Believe That The Bidding War Is Not Over

Summary Vanda Pharmaceuticals Inc. received and then refused two takeover bids that were well above current market prices. Vanda currently trades below net cash despite having significant revenue and operations. Vanda has disgruntled shareholders who may find creative ways to maximize shareholder value, despite a recent AGM failing to oust the unpopular Board of Directors and an existing poison pill. Retail shareholders can buy Vanda for less than the company's cash value, getting the potential benefit from the actions of activist shareholders for free. Read the full article on Seeking Alpha
Seeking Alpha Jun 18

Vanda Pharmaceuticals: Undervalued With Promising Pipeline And Acquisition Interest

Summary Vanda Pharmaceuticals’ portfolio includes FDA-approved Hetlioz for sleep disorders, Fanapt for schizophrenia and bipolar I disorder, and Ponvory for multiple sclerosis. VNDA’s upcoming pipeline features milsaperidone and tradipitant, with promising Phase III trials for new indications and long-acting injectables. Acquisition offers from Future Pak and Cycle Pharmaceuticals highlight VNDA’s undervaluation and strategic value. VNDA trades below its cash value, with significant cash reserves and no debt, suggesting financial stability and growth potential. VNDA's diversified late-stage IP and substantial TAM make it a compelling investment despite the biotech and M&A risks. Read the full article on Seeking Alpha
Seeking Alpha Apr 05

Vanda Pharmaceuticals: Fanapt Bipolar Win Doesn't Change Much

Summary Vanda Pharmaceuticals Inc. stock is down 17% since my July "hold" rating; the FDA approved Fanapt for bipolar I disorder, and stock jumped. The approval of Fanapt for bipolar disorder may not significantly contribute to Vanda's bottom line as there are already several drugs approved for this indication. Despite a strong balance sheet, Vanda's future is heavily reliant on expanding existing drugs indications and new drug successes. Maintain "Hold" recommendation: Fanapt's bipolar indication is unlikely to significantly impact revenue; the company faces moderate-to-high risk. Read the full article on Seeking Alpha
Artículo de análisis Feb 15

Vanda Pharmaceuticals' (NASDAQ:VNDA) Sluggish Earnings Might Be Just The Beginning Of Its Problems

The market rallied behind Vanda Pharmaceuticals Inc.'s ( NASDAQ:VNDA ) stock, leading do a rise in the share price...
Seeking Alpha Feb 13

Vanda Pharmaceuticals' Portfolio Likely Has Upside From 2024 Approvals, Underpinned By Cash

Summary Vanda Pharmaceuticals is trading materially below its holdings of cash and marketable securities (worth almost $7/share). Multiple FDA approvals, if forthcoming, in 2024 could prove to be material catalysts, perhaps highlighting that the company has operational assets beyond its cash. The market's current valuation of VNDA appears too pessimistic and a range of $5-10/share may be more reasonable, even assuming imperfect capital allocation. There could be further upside if drug approvals and operational performance go well in 2024. If things trend poorly, a valuation below $4/share is possible if operational performance is weak in 2024 and FDA approvals are not forthcoming. Read the full article on Seeking Alpha
Artículo de análisis Feb 10

Vanda Pharmaceuticals Inc.'s (NASDAQ:VNDA) Low P/S No Reason For Excitement

Vanda Pharmaceuticals Inc.'s ( NASDAQ:VNDA ) price-to-sales (or "P/S") ratio of 1.2x might make it look like a strong...
Artículo de análisis Nov 11

News Flash: One Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) Analyst Has Been Trimming Their Revenue Forecasts

One thing we could say about the covering analyst on Vanda Pharmaceuticals Inc. ( NASDAQ:VNDA ) - they aren't...

Rentabilidad de los accionistas

VNDAUS BiotechsMercado US
7D3.3%3.1%1.2%
1Y43.0%34.6%28.7%

Rentabilidad vs. Industria: VNDA superó a la industria US Biotechs, que obtuvo un rendimiento del 34.6% el año pasado.

Rentabilidad vs. Mercado: VNDA superó al mercado US, que obtuvo un rendimiento del 28.7% el año pasado.

Volatilidad de los precios

Is VNDA's price volatile compared to industry and market?
VNDA volatility
VNDA Average Weekly Movement9.9%
Biotechs Industry Average Movement10.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: VNDA no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de VNDA (10%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
2002533Mihael Polymeropouloswww.vandapharma.com

Vanda Pharmaceuticals Inc, empresa biofarmacéutica, se centra en el desarrollo y la comercialización de terapias destinadas a satisfacer necesidades médicas no cubiertas en todo el mundo. La cartera comercial de la empresa incluye Fanapt para el tratamiento agudo de los episodios maníacos o mixtos asociados al trastorno bipolar I y el tratamiento de la esquizofrenia; HETLIOZ para tratar los trastornos del sueño no 24 horas y los trastornos del sueño nocturno; PONVORY para tratar las formas recidivantes de la esclerosis múltiple; y NEREUSTM para prevenir los vómitos inducidos por el movimiento. También desarrolla Fanapt (iloperidona), una formulación inyectable de acción prolongada (LAI) para el tratamiento de la esquizofrenia y la hipertensión; BysantiTM (milsaperidona), para el tratamiento agudo de episodios maníacos o mixtos asociados al trastorno bipolar I, y para el tratamiento de la esquizofrenia y el trastorno depresivo mayor; HETLIOZ (tasimelteon), para el tratamiento del trastorno por desfase horario, el insomnio, el insomnio pediátrico, el trastorno de la fase retardada del sueño y el Non-24 pediátrico; PONVORY (ponesimod), para el tratamiento de la psoriasis y la colitis ulcerosa; y NEREUSTM (tradipitant), para la prevención de los vómitos inducidos por agonistas de los receptores GLP-1, así como para el tratamiento de la gastroparesia y la dermatitis atópica.

Resumen de fundamentos de Vanda Pharmaceuticals Inc.

¿Cómo se comparan los beneficios e ingresos de Vanda Pharmaceuticals con su capitalización de mercado?
Estadísticas fundamentales de VNDA
Capitalización bursátilUS$372.24m
Beneficios(TTM)-US$239.55m
Ingresos (TTM)US$217.78m
1.7x
Ratio precio-ventas (PS)
-1.6x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de VNDA
IngresosUS$217.78m
Coste de los ingresosUS$12.68m
Beneficio brutoUS$205.10m
Otros gastosUS$444.65m
Beneficios-US$239.55m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-3.98
Margen bruto94.18%
Margen de beneficio neto-109.99%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado VNDA a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 11:31
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Vanda Pharmaceuticals Inc. está cubierta por 18 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullArgus Research Company
Olivia BrayerBofA Global Research
Madison Wynne El-SaadiB. Riley Securities, Inc.