Vanda Pharmaceuticals reported that its 116‑patient, randomized, double‑blind study (VP‑VLY‑686‑2601) of tradipitant, an oral neurokinin‑1 receptor antagonist, met both its primary and key secondary endpoints in preventing nausea and vomiting caused by the GLP‑1 agonist Wegovy. 29.3% of patients who received tradipitant experienced vomiting compared with 58.6% of those who received placebo, a 50% relative reduction (p = 0.0016). The secondary endpoint, a composite of vomiting and significant nausea, was achieved with 22.4% of tradipitant patients versus 48.3% of placebo patients (p = 0.0039). No new safety signals emerged, and the safety profile matched that seen in earlier studies.
The data address a critical barrier to GLP‑1 therapy—early discontinuation due to gastrointestinal side effects, which affect 30‑50% of patients. By reducing vomiting and nausea, tradipitant could improve adherence to Wegovy and other GLP‑1 agents, potentially capturing a share of the >$50 B market. Vanda’s strategy to diversify beyond its core product HETLIOZ is reinforced, as tradipitant offers a high‑margin, high‑volume opportunity that could offset the company’s current cash burn and support its 2030 revenue target of over $1 B.
Financially, Vanda posted a Q3 2025 net loss of $22.6 million on product sales of $56.3 million, compared with a $27.2 million loss on $52.6 million in Q2 2025. The tradipitant program is slated to enter a Phase III trial in the first half of 2026, with an “efficient development path” that may accelerate regulatory approval. A separate PDUFA date for motion sickness is set for December 30 2025, offering an earlier potential revenue stream. The company’s cash position remains robust, but the tradipitant results provide a tangible path to improve profitability.
The competitive landscape for GLP‑1 adjuncts is limited; few companies have data demonstrating a clinically meaningful reduction in nausea and vomiting. Tradipitant’s 50% relative reduction is the most compelling evidence to date, giving Vanda a first‑mover advantage in a niche that other manufacturers have not yet addressed. This positions Vanda uniquely against generic competition in its core markets and against emerging anti‑emetic therapies.
Market reaction was swift, with multiple outlets reporting a surge in interest following the topline data. Investors highlighted the successful endpoints and the 50% reduction in vomiting as key drivers, noting that the results could unlock a new revenue stream and improve patient adherence to GLP‑1 therapy. Analysts emphasized the potential to offset cash burn and accelerate growth toward the company’s 2030 targets.
CEO Mihael H. Polymeropoulos said, “Tradipitant’s effect in reducing nausea and vomiting could significantly improve GLP‑1 agonist adherence, enabling more people to receive the full therapeutic benefit.” He added that Vanda will evaluate an efficient development path toward regulatory approval, underscoring confidence in the program’s commercial potential.
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