Research Feed
Vanda: Bysanti Margin Thesis Has 40% Line Extension Risk (PDUFA Feb 21)
Vanda ($6.09, RSI 29 after 20% selloff) has a binary catalyst in 7 days: Bysanti PDUFA decision Feb 21. The bull case centers on a margin expansion mechanism that management explicitly touted in the Q4 earnings call. CFO Kevin Moran stated that 30-40% of Fanapt's Medicaid business contributes negati