Vanda Pharmaceuticals（VNDA）株式概要
ヴァンダ・ファーマシューティカルズ・インクはバイオ医薬品会社で、世界中でアンメット・メディカル・ニーズの高い治療法の開発と商業化に注力している。 詳細
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Analyst Price Targets
Vanda Pharmaceuticals Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$6.22 |
| 52週高値 | US$9.94 |
| 52週安値 | US$4.14 |
| ベータ | 0.65 |
| 1ヶ月の変化 | -9.72% |
| 3ヶ月変化 | -24.88% |
| 1年変化 | 43.65% |
| 3年間の変化 | 4.36% |
| 5年間の変化 | -65.08% |
| IPOからの変化 | -35.74% |
最新ニュース
ナラティブの更新 • 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 AlphaRecent updates
ナラティブの更新 • 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
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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分析記事 • 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分析記事 • 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...分析記事 • 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...株主還元
| VNDA | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | 3.8% | 3.1% | 1.2% |
| 1Y | 43.6% | 34.6% | 28.7% |
業界別リターン: VNDA過去 1 年間で34.6 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: VNDA過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| VNDA volatility | |
|---|---|
| VNDA Average Weekly Movement | 9.9% |
| Biotechs Industry Average Movement | 10.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: VNDA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: VNDAの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2002 | 533 | Mihael Polymeropoulos | www.vandapharma.com |
ヴァンダ・ファーマシューティカルズ・インクはバイオ医薬品会社で、世界中でアンメット・メディカル・ニーズの高い治療薬の開発と商業化に注力している。同社の商業ポートフォリオには、双極I型障害に伴う躁病または混合エピソードの急性期治療および統合失調症の治療薬であるファナプト、非24時間睡眠覚醒障害および夜間睡眠障害の治療薬であるヘトリオズ、再発型多発性硬化症の治療薬であるポンボリー、運動による嘔吐の予防薬であるNEREUSTMなどがある。また、統合失調症および高血圧症治療用の長時間作用型注射剤（LAI）であるファナプト（イロペリドン）、双極性Ⅰ型障害に伴う躁病エピソードまたは混合エピソードの急性期治療、統合失調症および大うつ病性障害の治療薬であるバイサンティTM（ミルサペリドン）も開発している；HETLIOZ（tasimelteon）は時差ぼけ障害、不眠症、小児不眠症、睡眠相後退症、小児Non-24の治療薬、PONVORY（ponesimod）は乾癬と潰瘍性大腸炎の治療薬、NEREUSTM（tradipitant）はGLP-1受容体作動薬による嘔吐の予防、胃不全麻痺とアトピー性皮膚炎の治療薬である。さらに、汎発性膿疱性乾癬の治療薬であるIL-36R拮抗薬イムシドリマブ、血液悪性腫瘍および爪白癬の治療薬であるVTR-297、社会不安/パフォーマンス不安および精神疾患の治療薬である低分子α-7ニコチン性アセチルコリン受容体部分作動薬VQW-765などがある。さらに、嚢胞性線維症膜貫通コンダクタンスレギュレーターの活性化剤および阻害剤、アンチセンスオリゴヌクレオチド分子の開発も行っている。同社は2002年に法人化され、コロンビア特別区ワシントンに本社を置いている。
Vanda Pharmaceuticals Inc. 基礎のまとめ
| VNDA 基礎統計学 | |
|---|---|
| 時価総額 | US$372.24m |
| 収益（TTM） | -US$239.55m |
| 売上高(TTM) | US$217.78m |
1.7x
P/Sレシオ-1.6x
PER（株価収益率VNDA は割高か？
公正価値と評価分析を参照収益と収入
| VNDA 損益計算書（TTM） | |
|---|---|
| 収益 | US$217.78m |
| 売上原価 | US$12.68m |
| 売上総利益 | US$205.10m |
| その他の費用 | US$444.65m |
| 収益 | -US$239.55m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -3.98 |
| グロス・マージン | 94.18% |
| 純利益率 | -109.99% |
| 有利子負債／自己資本比率 | 0% |
VNDA の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 01:40 |
| 終値 | 2026/05/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Vanda Pharmaceuticals Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Olivia Brayer | BofA Global Research |
| Madison Wynne El-Saadi | B. Riley Securities, Inc. |