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Vanda Pharmaceuticals Inc (VNDA) Q4 2024 Earnings Call Highlights: Revenue Growth Amidst Challenges

In This Article:

  • Total Revenue (Full Year 2024): $198.8 million, a 3% increase from $192.6 million in 2023.

  • Fanapt Net Product Sales (Full Year 2024): $94.3 million, a 4% increase from $90.9 million in 2023.

  • HETLIOZ Net Product Sales (Full Year 2024): $76.7 million, a 23% decrease from $100.2 million in 2023.

  • PONVORY Net Product Sales (Full Year 2024): $27.8 million.

  • Net Loss (Full Year 2024): $18.9 million compared to net income of $2.5 million in 2023.

  • Operating Expenses (Full Year 2024): $239.4 million, up from $206.6 million in 2023.

  • Cash, Cash Equivalents, and Marketable Securities (End of 2024): $374.6 million.

  • Total Revenue (Q4 2024): $53.2 million, a 17% increase from $45.3 million in Q4 2023.

  • Fanapt Net Product Sales (Q4 2024): $26.6 million, an 18% increase from $22.6 million in Q4 2023.

  • HETLIOZ Net Product Sales (Q4 2024): $20 million, a 5% decrease from $21.1 million in Q4 2023.

  • PONVORY Net Product Sales (Q4 2024): $6.5 million.

  • Net Loss (Q4 2024): $4.9 million compared to a net loss of $2.4 million in Q4 2023.

  • Operating Expenses (Q4 2024): $63.5 million, up from $52.4 million in Q4 2023.

Release Date: February 13, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Vanda Pharmaceuticals Inc (NASDAQ:VNDA) reported strong revenue growth for Fanapt, with new patient starts increasing by over 160% in the fourth quarter of 2024 compared to the same period in 2023.

  • The company initiated a Phase III program for the long-acting injectable formulation of Fanapt, which could drive future growth in their psychiatry portfolio.

  • Vanda Pharmaceuticals Inc (NASDAQ:VNDA) launched PONVORY for the treatment of multiple sclerosis, contributing to revenue diversification.

  • The company entered into an exclusive global license agreement with AnaptysBio for imsidolimab, an IL-36 receptor antagonist, which could expand their anti-inflammatory portfolio.

  • Vanda Pharmaceuticals Inc (NASDAQ:VNDA) is targeting total annual revenue in excess of $1 billion by 2030, with significant contributions expected from their psychiatry portfolio.

Negative Points

  • HETLIOZ net product sales decreased by 23% in 2024 compared to 2023 due to continued generic competition in the US.

  • Vanda Pharmaceuticals Inc (NASDAQ:VNDA) recorded a net loss of $18.9 million for the full year 2024, compared to a net income of $2.5 million in 2023.

  • Operating expenses increased by $32.8 million in 2024, primarily driven by higher SG&A expenses related to commercial launches and legal activities.

  • The company is facing challenges with an IRB objecting to a placebo-controlled design for a schizophrenia maintenance study, potentially delaying the Fanapt long-acting injectable program.

  • Vanda Pharmaceuticals Inc (NASDAQ:VNDA) did not provide 2025 cash guidance due to uncertainties in determining the right size for direct-to-consumer advertising investments.