VNDA Vanda Pharmaceuticals Inc

$VNDA With a market cap of 270 million and cash of around 150 million now, it is absurd that someone hasn't made a bid for this company to wrest it away from a management that has not made investors a dime in 20 years. Lay off management, cut the expenses dramatically by doing away with silly advertising, salesforce reduction, and trials for meaningless products and this company's $250 million in sales becomes instantly profitable. With a Q4 trial readout for nausea with GLP drugs [a potential blockbuster] and this should be a no brainer bite sized acquisition for LLY. Why it hasn't happened is beyond me. This incompetent management is going nowhere and the company should be sold.

$VNDA 3.80! Build a FKN wall! This is the entry give or take a dime. It was designed to bleed to this point now we run. This is a support resistance line theat has been in play since day one. Time to cook the shorts!

$VNDA It’s been 248 days since Bysanti received FDA approval. All other companies would have had their sales force on it the very next day.

$VNDA Added 25k more shares, now at 150k. By my math this company should be profitable by the first half of 2027. Math below. Q3 Earnings (Just reported): -Reported 70m in revs and 93m in expenses --> -23m loss -Total revs for first 9 months --> 170m --> Guiding 240-290m for year 2026 total (insinuates at least 70m revs coming in Q4) -OPEARTING EXPENSES EXPECTED TO DROP SIGNIFICANTLY EACH QUARTER GOING FORWARD. -Cash 140m Q4 Earnings (Projected) -75m in revs and 90m in expenses (based on above) --> -15m loss -Cash likely 115m Q1 2027 Earnings (Projected) -80m in revs and 90m in expenses --> -10m loss -Cash likely 95m Q2 2027 Earnings (Projected) -90m in revs and 85m in expenses --> +5M PROFITABLE -Cash likely 80m Big pharma most certainly has done this math and this maintains my theory that a TAKEOVER now at $15-$20 / share would make sense for any potential suitor. Stock is completely manipulated by institutions in the interim. Let's see what happens.

$VNDA 2-week candlestick chart. That support #2 better hold or you'll start dropping another rung.

$VNDA $242M MC ; will soon deliver $75M in Quarterly sales and achieve positive cash flow next year, with the Q4 catalyst still pending. This will touch $10 with in next 9 months. Full port with 60k shares

$VNDA This is not retail selling; I have been here long enough to know this is being manipulated before major news.

$VNDA An abnormally low market cap for an asset of this caliber. I'm increasing my position at this point

$VNDA My problem is after nearly 4 years I am emotionally attached to this money pit. I actually sold $BE for $18 to buy more of Vanda about 14 months back, I did make out well on Bloom or at least I thought so at the time, until it passed $300 earlier this year. Now I just can’t sell Vanda because I just know as soon as I do they announce a BO. Moral of the story is don’t get attached to investments!!!

$VNDA Nobody quits Ozempic or Wegovy over one mild gag. Patients throw in the towel or refuse to step up their dose when they have serious problems. That 81% reduction in extreme vomiting (p=0.0003) is the absolute key takeaway here. It hits the exact pain point that makes people quit GLP-1s. Big deal for real-world adherence.

$VNDA Total net product sales were $172.1 million in the first nine months of 2026, guidance for full year is higher than $240M. It means at least $68M in Q4, no bad considering that "real" revenue in Q3 was $69.8-$7 = $62.8.

$VNDA Increased position here after the $BOLT win today. Holding 125k shares now at 4.20/share avg. Still maintain my previous sentiment, only way out for this company is a buyout. They know it, we know it, and the potential suitors know it. $15-$20/share would be fair for both parties. Two major catalysts including GLP-1 P3 data and PDUFA in Dec could drive this back to 6-7 range prior to EOY. Let's see what happens w/ earnings.

$VNDA This was an expected fail, SAD no drugs ever pass P3 it seems. The GLP-1 readout and FDA PDUFA are the real catalysts. MM's will use this to steal more shares.

$VNDA In a report released today, Madison Elsaadi from B. Riley Securities maintained a Buy rating on Vanda, with a price target of $12.00.

$VNDA LLY on CNBC today mentioned that one of the biggest downsides to their GLP drugs is the nausea. Hard to believe they con't buy VNDA. It would be a miniscule acquisition that could keep a large number of people taking their weight loss drugs. Probably about a 2 day payback for LLY. LLY market cap 1.3 trillion VNDA 240 million with $150 million of that cash plus 240 million in other drug sales. It would be about a 1/2 of 1 pct of market cap to buy VNDA and could possibly add billions in sales by keeping people on their GLPs. No brainer for LLY

$VNDA There is a real possibility that Lilly buys VNDA to control vomiting for people taking GLP-1 drugs. Interesting enough, VNDA bought the drug from Lilly.

$VNDA Today, all commercial products, phase III trials, pipeline and goodwill valued for less than $100M 🙄.

$VNDA Another important point to highlight: Elite gross margins - 94%. "Profitability by choice." After the massive investments in R&D and securing approvals for its franchises (a period that should soon be behind us), Vanda's main task should be to unlock the value of its existing assets. It already has the franchises and potential to generate up to billions in revenue, with fantastic margins. That's the asset and the vision, as I see it. (Well played by the CEO and management). *It's truly rare to find an asset like this, already generating substantial revenue (and it's just the beginning), with 94% gross margins, that could become profitable simply by reducing R&D spending at management's discretion, all while trading at such a low valuation.

$VNDA can someone explain the marketing strategy behind the Nereus ad that appeared on MLB last night?

$VNDA Rule #1 disconnect emotions from investing. Dopamine, stress, fear, greed! Stick to your strategy or modify it when necessary but never do so on an emotional basis.