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Vanda Pharmaceuticals
Vanda Pharmaceuticals (VNDA) investor relations material
Vanda Pharmaceuticals 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary15 Jan, 2026
Company overview and commercial portfolio
Focuses on innovation-led strategy with four FDA-approved brands and a robust late-stage pipeline.
Maintains a debt-free balance sheet, enabling significant R&D and commercial investment.
Plans to grow and diversify revenue, aiming for six commercial products by end of 2026.
Commercial portfolio includes Fanapt (antipsychotic), HETLIOZ (sleep disorders), PONVORY (multiple sclerosis), and NEREUS (motion sickness).
Pipeline and regulatory milestones
Multiple programs in regulatory review and phase III, including Bysanti and NEREUS.
Bysanti NDA under review for bipolar disorder and schizophrenia, with a PDUFA date in February 2026.
HETLIOZ pursuing additional indications, including insomnia and jet lag disorder.
NEREUS phase III for GLP-1 induced vomiting to start in first half of 2026; Bysanti phase III for MDD results expected in 2026.
Imsidolimab BLA submitted for GPP, with potential approval and launch in 2026.
Market opportunities and growth drivers
NEREUS is the first new pharmacologic motion sickness treatment in over 40 years, targeting a U.S. patient population of 12 million.
Significant opportunity for NEREUS as adjunct therapy in the $50B+ GLP-1 market, with phase II data showing 50% reduction in symptoms.
Bysanti label expansion to MDD could open access to over 20 million patients.
HETLIOZ remains market leader in SMS despite generic competition.
Imsidolimab targets an orphan GPP population with established orphan pricing and efficient commercialization.
Bysanti's net pricing impact on revenue?
NEREUS GLP-1 dosing strategy and market penetration?
HETLIOZ jet lag: What are next steps after FDA's Jan 7 decision?
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Next Vanda Pharmaceuticals earnings date
Q4 202512 Feb, 2026
Vanda Pharmaceuticals
Next Vanda Pharmaceuticals earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
Vanda Pharmaceuticals Inc, a biopharmaceutical company, focuses on the development and commercialization of therapies to address high unmet medical needs. The company's marketed products include HETLIOZ (tasimelteon) for the treatment of non-24-hour sleep-wake disorders; and Fanapt (iloperidone) for the treatment of bipolar disorder. Its products under development include HETLIOZ (tasimelteon) for the treatment of jet lag disorder and smith-magenis syndrome; Tradipitant (VLY-686), a small molecule neurokinin-1 receptor (NK-1R) antagonist, for the treatment of atopic dermatitis, gastroparesis, and motion sickness; Fanapt oral tablets for the treatment of schizophrenia; Novel fixed dose combination products: anoro progesterone vaginal system/norethindrone acetate tablets in women
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