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.

Results 1 - 20 of 31 : 1 2 Next »

Recs

2
Member Avatar zzlangerhans (99.85) Submitted: 10/27/2014 10:42:10 PM : Underperform Start Price: $11.15 VNDA Score: -11.11

Looks like this is my first CAPS pitch in over a month. Fitting that it should be yet another kick to the bruised rump of Vanda. Why is this stock fascinating? Because it's one of the flagship positions of the Baker Bros hedge fund, who still possess a whopping 4.5 million shares. In case you didn't know, the Baker Bros rose to prominence at the beginning of this decade by taking large positions in companies like Pharmacyclics and Seattle Genetics just as they were taking off, thereby reaping monstrous returns. Since then the fund has enjoyed enormous gains with stocks like Acadia, Xoma, Intercept, Synageva, Biocryst, and Vanda. However, unlike Pharmacyclics and Seattle Genetics, none of the latest generation of Baker Brothers companies has proven that they can reward shareholders with commercially successful pharmaceuticals. One might argue that a large proportion of success in the "second generation" investments is a self-fulfilling prophecy, with numerous institutions and retail shareholders blindly following Baker Bros into their positions leading to a sustained rise in share price. So what happens down the road? Will Baker Bros be right again and double or triple their holdings? Will they take advantage of their own effect on the stock and bail before the rest of the market realizes there was only smoke and mirrors? Or will Baker Bros turn out to be mere mortals after all and go down with the ship on their latest investments?

I've registered my reasons for skepticism with Vanda many times before. The first full quarter of Hetlioz sales announced today was a meager 5.2M. Nevertheless, after taking a beating in the early morning, the stock improbably rose back over 11 in the afternoon. I have little doubt that Hetlioz will follow Fanapt down the road of commercial failure. The only question in my mind is whether the Bakler Bros plan to shed some of their overpriced stock before it loses too much value, or if they're planning to hold until the bitter end.

Recs

0
Member Avatar rbitrage (65.31) Submitted: 6/22/2014 8:59:38 PM : Outperform Start Price: $14.85 VNDA Score: -17.99

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.

Recs

0
Member Avatar Staka (96.91) Submitted: 12/15/2013 10:18:51 AM : Underperform Start Price: $10.36 VNDA Score: -9.99

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.

Recs

0
Member Avatar rknapton (< 20) Submitted: 8/22/2013 5:22:16 PM : Underperform Start Price: $10.95 VNDA Score: +5.41

Short. Pharma company with declining revenues and losses widening.

Recs

0
Member Avatar red1582 (20.12) Submitted: 10/23/2012 4:23:22 PM : Underperform Start Price: $3.57 VNDA Score: -218.66

Good Barchart technicals

Recs

0
Member Avatar jlanganki (28.12) Submitted: 3/9/2011 1:17:45 PM : Outperform Start Price: $7.64 VNDA Score: +14.10

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.

Recs

0
Member Avatar kampaak (< 20) Submitted: 1/21/2011 4:47:59 AM : Outperform Start Price: $8.32 VNDA Score: -4.16

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

Recs

0
Member Avatar 6cents (< 20) Submitted: 7/1/2010 3:39:09 PM : Underperform Start Price: $6.42 VNDA Score: -1.34

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.

Recs

0
Member Avatar prcltrader (70.28) Submitted: 6/19/2009 11:41:21 AM : Outperform Start Price: $11.69 VNDA Score: -114.96

Aqcuisition or partnership

Recs

0
Member Avatar MJKpayday (99.77) Submitted: 6/10/2009 9:12:59 AM : Underperform Start Price: $12.80 VNDA Score: +117.49

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.

Recs

0
Member Avatar svande8952 (< 20) Submitted: 6/9/2009 1:09:42 PM : Underperform Start Price: $13.02 VNDA Score: +121.52

Thanks Ultralong for this, I love the chart!

Recs

0
Member Avatar Cab53RobertMsnG (57.69) Submitted: 5/27/2009 11:14:02 AM : Outperform Start Price: $13.23 VNDA Score: -130.66

VNDA

Recs

0
Member Avatar neverrgvup (< 20) Submitted: 5/12/2009 1:24:01 PM : Outperform Start Price: $10.89 VNDA Score: -112.74

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

Recs

2
Member Avatar IrishFlyer (< 20) Submitted: 6/24/2008 3:51:42 PM : Outperform Start Price: $5.09 VNDA Score: +93.03

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

Recs

0
Member Avatar TERESABB (26.11) Submitted: 6/24/2008 1:31:05 PM : Underperform Start Price: $4.93 VNDA Score: -102.17

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

Recs

1
Member Avatar Krn7iger (22.81) Submitted: 6/23/2008 10:02:54 PM : Outperform Start Price: $5.10 VNDA Score: +92.50

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

Recs

1
Member Avatar handoverhill (< 20) Submitted: 5/14/2008 7:28:12 AM : Outperform Start Price: $4.49 VNDA Score: +137.80

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.

Recs

1
Member Avatar jdshilling (31.14) Submitted: 5/6/2008 11:12:25 AM : Outperform Start Price: $5.57 VNDA Score: +81.25

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.

Recs

1
Member Avatar morningstarboy (80.72) Submitted: 12/19/2007 1:59:51 PM : Outperform Start Price: $7.35 VNDA Score: +27.91

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.

Recs

1
Member Avatar Firesale (< 20) Submitted: 12/5/2007 3:49:55 AM : Outperform Start Price: $8.50 VNDA Score: +6.55

Speculative schizophrenia drug that fills a niche that is not overcrowded. Potential FDA approval by mid 2008.

Results 1 - 20 of 31 : 1 2 Next »

Featured Broker Partners


Advertisement