NASDAQ$VNDA

Vanda Pharmaceuticals Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Vanda reported a net loss of $2.4 million and total revenues of $45.3 million, marking a 30% decrease in revenue compared to Q4 2022, but a 17% increase compared to Q3 2023. The company completed the acquisition of PONVORY® and is advancing its clinical development pipeline.

Vanda Pharmaceuticals reported a net loss of $2.4 million for Q4 2023, compared to a net income of $6.9 million in Q4 2022. Total revenues were $45.3 million, a 30% decrease from $64.5 million in Q4 2022, but a 17% increase compared to $38.8 million in Q3 2023. The company completed the acquisition of PONVORY® in Q4 2023 for $100 million.

  • Total net product sales were $45.3 million, a 30% decrease compared to Q4 2022.
  • HETLIOZ® net product sales were $21.1 million, a 47% decrease compared to Q4 2022, due to the at-risk launch of generic versions.
  • Fanapt® net product sales were $22.6 million, a 7% decrease compared to Q4 2022.
  • PONVORY® net product sales were $1.6 million, reflecting sales from December 7, 2023 to December 31, 2023, following its acquisition.

Headline financials

Total Revenue

$45.3M

Previous: $64.5M-29.8%
EPS (adj)

-$0.04

Previous: $0.12-133.3%
Capital Expenditures

$253K

Previous: $263K-3.8%
Net Income

-$2.4M

Previous: $6.9M-134.8%
Operating Income

-$7.09M

Previous: $6.63M-207.0%
Gross Profit

$41.8M

Previous: $58.2M-28.2%
Stock-Based Comp

$3.27M

Previous: $3.78M-13.5%

Revenue & EPS history

Vanda · Revenue · Quarterly

$45.3M

Q4 2023-29.8%vs Q4 2022
Beat estimate in 4 of 14 quarters(29%)
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

Due to uncertainties surrounding the U.S. market for HETLIOZ® for the treatment of Non-24, Vanda is unable to provide 2024 financial guidance at this time.

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 Q4 2023

Historical avgQ4 2023

-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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