Vanda Pharmaceuticals, Inc. (NASDAQ:VNDA)

CAPS Rating: 1 out of 5

A biopharmaceutical company focused on the development and commercialization of clinical-stage drug candidates, with exclusive worldwide commercial rights to three product candidates in clinical development for various central nervous system disorders.

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Member Avatar zzlangerhans (99.78) Submitted: 8/17/2014 12:40:57 AM : Underperform Start Price: $13.29 VNDA Score: +5.64

I do enjoy slapping red thumbs on Vanda, although I'm always hesitant to do so because the stock invariably jumps immediately afterwards. Vanda released their first quarter of earnings since the launch of Hetlioz a couple of weeks ago. I was unimpressed but the street seems to once again have given the company a pass. Hetlioz revenue was 1.6M for the quarter. Remember that Hetlioz is unpartnered, an unusual situation for a small pharmaceutical developer, so that 1.6M represents total sales of the drug rather than a profit share or a royalty. Hetlioz is almost certainly unpartnered because no larger pharma was interested in it on terms that were palatable to Vanda. Vanda was more than happy to partner their prior approved drug, Fanapt, to Novartis in 2009. That deal was disastrous for Novartis, who probably lost upwards to 300M on the upfront payment and marketing for the antipsychotic no one wanted.

Getting back to Hetlioz, the sleeping pill was launched in April and as of June 4 220 scripts had been written for 152 patients. According to the recent earnings, 420 prescriptions had been written as of August. So 220 scripts were written in the first two months and 200 in the next two months. Not exactly the ramp of dreams. Perhaps that's because of the severe restrictions health insurance companies have placed on reimbursement of Hetlioz - only for patients with diagnosed N24SWD and generally after failure of inexpensive generic melatonin agonists. Vanda has been spending huge chunks of their remaining Novartis loot on promoting Hetlioz, to the tune of 30M in cash burn a quarter. There's only 64M left in the kitty so I think we should be hearing about a large debt financing soon if Hetlioz sales don't start perking up.

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Member Avatar usubanas (99.52) Submitted: 8/14/2014 12:18:29 PM : Underperform Start Price: $13.27 VNDA Score: +5.32

Drug won't sell, we all know that

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Member Avatar rbitrage (57.79) Submitted: 6/22/2014 8:59:38 PM : Outperform Start Price: $14.85 VNDA Score: -15.38

Company has an expensive drug approved to treat blind people who are concerned about being on the same 24-hr calendar as the rest of us. Nobody else has a drug a drug like it. The best part is that people who are blind are generally covered by government programs here in the US. Drug assistance programs will probably cover very few patients. So most patients will be paying top dollar- which is the best type of patient to gave. Before the patent runs out VNDA has a cash generating machine.

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Member Avatar Staka (97.54) Submitted: 12/15/2013 10:18:51 AM : Underperform Start Price: $10.36 VNDA Score: -12.52

To much optimism. Neurological drugs are a very difficult market, many have failed here. Potential market share for blinds is small. Every non-specialized sleeping medicine entering the market might kill Vandas niche.

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Member Avatar rknapton (< 20) Submitted: 8/22/2013 5:22:16 PM : Underperform Start Price: $10.95 VNDA Score: +2.52

Short. Pharma company with declining revenues and losses widening.

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Member Avatar red1582 (< 20) Submitted: 10/23/2012 4:23:22 PM : Underperform Start Price: $3.57 VNDA Score: -219.65

Good Barchart technicals

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Member Avatar jlanganki (< 20) Submitted: 3/9/2011 1:17:45 PM : Outperform Start Price: $7.64 VNDA Score: +17.52

They have $200 million in the bank and no debt. With the stock price around $200 million you are getting a profitable business for free, with significant upside potential.

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Member Avatar kampaak (< 20) Submitted: 1/21/2011 4:47:59 AM : Outperform Start Price: $8.32 VNDA Score: -0.45

VNDA chart trend since last summer s clear and next short term leg target IMO is $11. Fair value according to Morningstar and Hapoalim is $16 http://t.co/MNME5fO

See my other comments @ http://twitter.com/kampaakampaa/favorites

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Member Avatar 6cents (< 20) Submitted: 7/1/2010 3:39:09 PM : Underperform Start Price: $6.42 VNDA Score: -5.93

First I would like to state that; low priced stocks{penny] can show great percentage increases with just a few cents increase. Okay with that said. Pharmaceuticals are out of favor. Ginead is one example. The stock market is run on emotion and people are cautious. The new health bill has people wondering. Generics? Yes they have possible patents but there under testing, and we know it can take money and time to be shot down. Or it can be great. But here's the catch; risk, chance. This is not a bull market. Most people are cautious.

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Member Avatar prcltrader (73.38) Submitted: 6/19/2009 11:41:21 AM : Outperform Start Price: $11.69 VNDA Score: -108.56

Aqcuisition or partnership

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Member Avatar MJKpayday (99.76) Submitted: 6/10/2009 9:12:59 AM : Underperform Start Price: $12.80 VNDA Score: +111.23

Plucked this from "UltraLong" who currently has a 98% accuracy rate. Holy Sh#% 98%?!?

This pharmaceutical has big spike on good news, but it's badly run and overvalued.

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Member Avatar svande8952 (< 20) Submitted: 6/9/2009 1:09:42 PM : Underperform Start Price: $13.02 VNDA Score: +115.17

Thanks Ultralong for this, I love the chart!

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Member Avatar Cab53RobertMsnG (56.26) Submitted: 5/27/2009 11:14:02 AM : Outperform Start Price: $13.23 VNDA Score: -124.03

VNDA

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Member Avatar neverrgvup (< 20) Submitted: 5/12/2009 1:24:01 PM : Outperform Start Price: $10.89 VNDA Score: -106.23

do to the mere fact of a potential billion dollar a year drug.

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Member Avatar IrishFlyer (< 20) Submitted: 6/24/2008 3:51:42 PM : Outperform Start Price: $5.09 VNDA Score: +95.75

Greatly undervalued. A gamble that could either fizzle or be a 6-bagger. Not much on the downside, but a lot of potential upside.

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Member Avatar TERESABB (< 20) Submitted: 6/24/2008 1:31:05 PM : Underperform Start Price: $4.93 VNDA Score: -104.77

Vanda Pharmaceuticals signs deal with Laboratory Corp. to sell genetic test

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Member Avatar Krn7iger (< 20) Submitted: 6/23/2008 10:02:54 PM : Outperform Start Price: $5.10 VNDA Score: +95.22

FDA approval of Fanapta will be decided on 7/27/08. There is no advisory panel for fanapta which is good news since advisory panel usually means theres some short comings. Overall research shows high chance of it being approved by the FDA and after that....caching

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Member Avatar handoverhill (< 20) Submitted: 5/14/2008 7:28:12 AM : Outperform Start Price: $4.49 VNDA Score: +139.80

This stock is above it's 20- and 30-day moving average on the charts. They did not report any revenues for the end of last year and it is in the healthcare sector and the biotechnology and drugs industry. I have heard that the healthcare stocks are the ones to get into.

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Member Avatar jdshilling (32.40) Submitted: 5/6/2008 11:12:25 AM : Outperform Start Price: $5.57 VNDA Score: +83.86

Vanda is expecting a decision on Fanapta, their schizophrenia drug, by late June. The drug performed well in Phase III clinical trials, with lower side effects than the presently prescribed drugs. Up until the decisoin is made, I think the buzz around this drug will push the stock price up over $6. It's a pretty risky play though, as this drug pretty much makes or breaks Vanda. Although their Q1 losses were less than expected, I don't think Vanda survives if Fanapta doesn't make it to market. But if it does, expect the stock to see a big jump in price. In the meantime, I think we'll see a steady creep upward as the hype around Fanapta grows.

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Member Avatar morningstarboy (80.33) Submitted: 12/19/2007 1:59:51 PM : Outperform Start Price: $7.35 VNDA Score: +31.01

As of close of business on 12/18/2007, this was a 5-star Morningstar stock trading at less than half it's Morningstar fair value.

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