Vanda's Nereus Cuts GLP-1 Vomiting 27% in Phase 3, Eyes Label Expansion
VNDA is trading near its 52-week low of $3.875 (1.7% above the low).
Summary
Vanda reported positive Phase 3 results for Nereus (tradipitant) in preventing vomiting tied to GLP-1 receptor agonist therapy. Patients on the drug saw a 27% relative reduction in overall vomiting incidence — 43% versus 58.5% on placebo — and a 35% relative reduction in vomiting with severe nausea. The company plans to discuss the combined Phase 2/3 data with the FDA and submit a supplemental NDA to expand the label beyond the December 2025 motion-sickness approval. The opportunity is real: GI side effects drive roughly half of patients off GLP-1 drugs within a year, and Vanda is pitching into a market it sizes above $50 billion. This is a genuine pipeline win for a company trading near its 52-week low after HETLIOZ sales collapsed 66% and Q2 losses widened to $62.5M, but it follows the October failure of VQW-765 in social anxiety, so execution risk on the regulatory path remains.
At the time of this announcement, VNDA was trading at $3.94 on NASDAQ in the Life Sciences sector, with a market capitalization of approximately $238.2M. The 52-week trading range was $3.88 to $9.94. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Benzinga.