NASDAQ$VNDA

Vanda Pharmaceuticals Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported a 16% increase in total revenues compared to Q3 2020.

Vanda Pharmaceuticals reported Q3 2021 total revenues of $70.1 million, a 16% increase compared to Q3 2020. The company is awaiting results from the Phase III study of tradipitant in gastroparesis expected by the end of 2021.

  • Total revenues were $70.1 million, a 16% increase compared to Q3 2020.
  • HETLIOZ® net product sales were $45.6 million, a 15% increase compared to Q3 2020.
  • Fanapt® net product sales were $24.5 million, an 18% increase compared to Q3 2020.
  • Income before taxes was $10.7 million compared to $8.4 million in Q3 2020.

Headline financials

Total Revenue

$70.1M

Previous: $60.3M+16.2%
EPS (adj)

$0.14

Previous: $0.11+27.3%
Capital Expenditures

-$418K

Previous: -$829K+49.6%
Free Cash Flow

$7.35M

Previous: $5.12M+43.7%
Net Income

$7.77M

Previous: $5.95M+30.7%
Operating Income

$10.8M

Previous: $7.74M+39.7%
Gross Profit

$63.3M

Previous: $54.4M+16.3%
Cash & Equivalents

$50.5M

Previous: $57M-11.3%
Total Assets

$580M

Previous: $516M+12.4%
Stock-Based Comp

$3.95M

Previous: $3.14M+26.0%

Revenue & EPS history

Vanda · Revenue · Quarterly

$70.1M

Q3 2021+16.2%vs Q3 2020
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

Vanda · $38.8M total across 2 segments · Q3 2023

  • Fanapt
    $21.3M-11.2%
  • HETLIOZ
    $17.5M-57.6%

Forward guidance

Vanda is updating its 2021 financial guidance and expects to achieve total revenues of $260 to $290 million, HETLIOZ® net product sales of $170 to $190 million, Fanapt® net product sales of $90 to $100 million, and year-end 2021 cash greater than $400 million.

Tailwinds

  • Total revenues are expected to be $260 to $290 million.
  • HETLIOZ® net product sales are expected to be $170 to $190 million.
  • Fanapt® net product sales are expected to be $90 to $100 million.
  • Year-end 2021 cash is expected to be greater than $400 million.

Headwinds

  • HETLIOZ® net product sales guidance was revised to $170 to $190 million from the prior guidance of $180 to $200 million due to reimbursement challenges.
  • Total revenues guidance was revised to $260 to $290 million from the prior guidance of $270 to $300 million.
  • Reimbursement challenges with HETLIOZ® prescriptions for patients with Non-24 have increased significantly.
  • Vanda is working to address these challenges and is confident in its ability to successfully navigate the current environment.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2021

Historical avgQ3 2021

-0.7%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+1.9%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+24.8%

Q2 2019

Best reaction

-23.7%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-10.5%-13.8%-19.1%
Q4 2025-17.6%-16.6%+18.6%
Q3 2025-0.9%-1.4%+21.4%
Q1 2025-3.9%-9.1%+5.3%
Q4 2024-6.0%-3.2%+6.0%
Q3 2024+4.8%+11.5%+1.0%
Q2 2024-3.4%-9.1%-9.4%
Q1 2024-8.6%-7.8%+11.7%
Q4 2023+9.1%+16.1%+3.8%
Q3 2023-23.7%-23.0%-15.1%
Q2 2023-8.8%-13.4%-14.3%
Q1 2023+7.0%+7.9%-5.6%
Q4 2022-4.6%-4.5%-18.0%
Q3 2022-4.8%-0.2%+2.5%
Q2 2022-1.2%+0.9%-0.5%
Q1 2022-6.2%-0.1%-0.8%
Q4 2021-5.0%-15.2%-14.5%
Q3 2021-11.8%-11.9%-21.2%
Q2 2021-7.4%-12.4%-10.5%
Q1 2021+5.1%+7.2%+8.6%
Q4 2020+20.5%+17.6%+15.5%
Q3 2020+3.8%+3.5%+17.2%
Q2 2020+6.2%+10.2%-5.3%
Q1 2020-4.4%+0.4%-2.5%
Q4 2019-3.7%-6.2%-20.5%
Q3 2019+7.6%+10.2%+29.4%
Q2 2019+24.8%+21.2%+11.4%
Q1 2019-3.1%+1.3%-9.9%
Q4 2018+9.3%+14.7%-0.7%
Q3 2018+16.7%+12.5%+37.2%
Q2 2018+4.1%+2.4%-7.3%
Q1 2018+10.6%+11.0%+25.1%
Q4 2017+6.6%+7.9%+4.7%
Q3 2017-16.8%-16.5%-11.7%
Q2 2017+7.1%+3.5%+11.3%
Q1 2017-0.3%-3.3%-8.0%
Q4 2016-0.7%+2.7%-1.7%
Q3 2016-8.4%-2.3%+4.7%
Q2 2016+2.7%+8.5%+36.9%
Q1 2016+3.9%
Q4 2015-0.6%
Q3 2015-9.5%
Q2 2015+8.3%
Q1 2015+7.2%
Q4 2014-12.7%
Q3 2014+8.3%
Q2 2014-11.3%
Q1 2014-20.2%
Q4 2013+7.2%
Q3 2013-3.3%
Q2 2013+4.0%
Q1 2013+7.6%
Q4 2012+0.8%
Q3 2012-6.2%
Q2 2012+1.0%
Q1 2012-0.4%
Q4 2011+6.5%
Q4 2009+6.5%
Q3 2011-2.2%
Q3 2010-2.2%
Q4 2010-10.9%
Q2 2011-10.9%
Q2 2010-10.9%
Q1 2011+1.7%
Q1 2010+7.5%

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