Vanda Pharmaceuticals Announces Positive Results from Study 3601 of NEREUS™ (tradipitant) for Prevention of GLP-1-Induced Vomiting
Vanda plans to seek an additional use for NEREUS following reductions in vomiting versus placebo.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Summary
Vanda Pharmaceuticals (VNDA) reported Phase III results showing NEREUS reduced vomiting associated with semaglutide in randomized, placebo-controlled Study 3601. Any vomiting, the primary endpoint, occurred in 43.0% of treated participants versus 58.5% on placebo (p=0.006), a 27% relative reduction. Vomiting together with severe nausea occurred in 33.1% versus 50.6% (p=0.002), a 35% relative reduction.
Post hoc exploratory analyses found relative reductions of 60% in frequent multi-day vomiting and 81% in extreme vomiting. Participants received a single 1 mg semaglutide dose without the gradual titration used in clinical practice. No new safety signals were observed. Vanda plans FDA discussions and a supplemental New Drug Application seeking use of NEREUS for prevention of GLP-1 therapy-associated vomiting. NEREUS was approved in December 2025 for prevention of motion-induced vomiting.
How this balance works
Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.
It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.
Rhea-AI Sentiment measures something else, the tone of the wording.
Hollow bars mark forward-looking points. How the balance works
Positive
- Major pointPrimary endpoint: any vomiting fell to 43.0% versus 58.5% on placebo, a 27% relative reduction (p=0.006).
- Moderate pointVomiting with severe nausea occurred in 33.1% versus 50.6% on placebo, a 35% relative reduction (p=0.002).
- Moderate point. Forward-looking: it has not happened yet and may not happen.Regulatory next step: Vanda plans FDA discussions and intends a supplemental application for GLP-1 therapy-associated vomiting prevention.
- Minor pointFrequent multi-day vomiting occurred in 6.3% versus 15.9% on placebo, a 60% relative reduction (p=0.008).
- Minor pointExtreme vomiting occurred in 2.8% versus 14.6% on placebo, an 81% relative reduction (p=0.0003).
3 minor points
- Minor pointPhase II extreme vomiting results showed a similar approximately 80% relative reduction.
- Minor pointPooled Phase II/III analysis showed stable vomiting-probability reduction across observed semaglutide concentrations, without diminished effect at lower exposures.
- Minor pointSafety: no new safety signals were observed; the safety profile was consistent with previous studies.
Negative
- Moderate pointStudy dosing used a single 1 mg semaglutide dose without the gradual titration used in clinical practice.
- Minor pointHigher-burden vomiting analyses were post hoc and exploratory, providing supportive evidence rather than prespecified endpoint results.
News Explained
The release adds pooled Phase II/III exposure–response evidence: NEREUS’s effect on vomiting probability remained stable across observed semaglutide concentrations, which Vanda says supports extrapolation to real-world dosing.
Details
Market Reaction – VNDA
On Oct 27, the day this news came out, the latest delayed price for VNDA is 1.52% above the previous close. The latest delayed price is $4.00. Relative volume is exceptionally heavy at 8.4x the average.
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Key Figures
- Any vomiting
- 43.0% (61/142) vs 58.5% (96/164); p=0.006
- Phase III primary endpoint; NEREUS vs placebo
- Vomiting with severe nausea
- 33.1% (47/142) vs 50.6% (83/164); p=0.002
- Phase III key secondary endpoint; NEREUS vs placebo
- Frequent multi-day vomiting
- 6.3% (9/142) vs 15.9% (26/164); p=0.008
- Exploratory analysis; NEREUS vs placebo
- Extreme vomiting
- 2.8% (4/142) vs 14.6% (24/164); p=0.0003
- Exploratory analysis; NEREUS vs placebo
Key Terms
glp-1 receptor agonist medical
neurokinin-1 (nk-1) receptor antagonist medical
supplemental new drug application (snda) regulatory
area postrema medical
nucleus tractus solitarius medical
AI-generated analysis. How Rhea-AI works. Not financial advice.
NEREUS™ significantly reduced semaglutide induced vomiting including frequent multi-day and extreme vomiting
Key Results
- Any vomiting (primary)
43.0% (61/142) vs58.5% (96/164) placebo (p=0.006);27% relative reduction - Vomiting + severe nausea (key secondary):
33.1% (47/142) vs50.6% (83/164) (p=0.002);35% relative reduction - Frequent multi-day vomiting (>2 episodes on more than one day):
6.3% (9/142) vs15.9% (26/164) (p=0.008);60% relative reduction - Extreme vomiting (>10 total episodes):
2.8% (4/142) vs14.6% (24/164) (p=0.0003);81% relative reduction
Based on the totality of data from the Phase II and Phase III programs, Vanda intends to discuss the results with the
Primary Endpoint (any vomiting)
NEREUS™ reduced the incidence of any vomiting. Vomiting occurred in
Key Secondary Endpoint (severe nausea and vomiting)
The key secondary endpoint of any vomiting together with worst nausea ≥3 occurred in
Higher-Burden Vomiting
Exploratory analyses examined higher-intensity vomiting patterns. The proportion of participants with frequent vomiting—defined as more than 2 episodes on more than one day—was
Time Course
Almost all vomiting episodes in either group occurred by Day 2. Vomiting rates peaked on Day 1, and the absolute separation between NEREUS™ and placebo was greatest on Days 1 and 2. After Day 2, few additional participants began vomiting. These observations indicate that early prevention—dosing prior to initiation or dose escalation and in the first days after dosing of the GLP-1 analog—is the most impactful window for reducing vomiting.
Study Design and Dosing
The Phase III study tested NEREUS™ under conditions that produce a high rate of vomiting. Participants received a single 1 mg dose of semaglutide without the gradual titration used in clinical practice. This design provides a rigorous test of prevention when the emetogenic stimulus is strong. A pooled exposure–response analysis of the Phase 2 and Phase 3 data showed that the reduction in vomiting probability with NEREUS™ remained stable across the observed semaglutide concentration range, with no evidence that the treatment effect diminished at lower exposures, supporting extrapolation of the effect to real-world dosing of semaglutide.
Mechanism of Action
NEREUS™ is an NK-1 receptor antagonist that acts at the vomiting center, including the area postrema (AP) and nucleus tractus solitarius (NTS). By blocking substance P signaling in these central pathways, NEREUS™ is expected to be applicable across all available GLP-1 receptor agonist therapies.
The Problem and Market Context
Nausea and vomiting are among the most common reasons patients discontinue or fail to reach therapeutic doses of GLP-1 receptor agonists.1,2,3,4 Real-world studies show that roughly half of patients discontinue GLP-1 therapy within one year, with gastrointestinal side effects among the leading reasons.1 The global GLP-1 receptor agonist market exceeds
Next Steps
Vanda plans to discuss the results with the FDA and intends to submit an sNDA for NEREUS™ for the prevention of vomiting associated with GLP-1 receptor agonist therapy.
Safety
NEREUS™ was generally well tolerated, with a safety profile consistent with previous studies. No new safety signals were observed.
"These results demonstrate that NEREUS can meaningfully reduce vomiting and frequent multi-day vomiting induced by GLP-1 therapy, which are key contributors to treatment discontinuation," said Dr. Mihael H. Polymeropoulos, President, CEO and Chairman of the Board of Vanda. "The consistency and magnitude of the effects observed across this program could offer significant benefit to the millions of people seeking or using GLP1 therapies."
About NEREUS™
NEREUS™ (tradipitant) is an oral NK-1 receptor antagonist approved in December of 2025 for the prevention of motion-induced vomiting.
About Vanda Pharmaceuticals Inc.
Vanda is a leading global biopharmaceutical company focused on the development and commercialization of innovative therapies to address high unmet medical needs and improve the lives of patients. For more on Vanda Pharmaceuticals Inc., please visit www.vandapharma.com and follow us on X @vandapharma.
References
- Mailhac A, Pedersen L, Petersen I, Pottegård A, Sørensen HT, Thomsen RW. Discontinuation of Semaglutide Therapy for Obesity Management. JAMA Netw Open. 2026;9(8):e2631371. doi:10.1001/jamanetworkopen.2026.31371
- Gasoyan H, Butsch WS, Casacchia NJ, Schulte R, Criswell V, Fox J, Renner H, Le P, Alpert J, Rothberg MB. Reasons for Discontinuation of Obesity Pharmacotherapy With Semaglutide or Tirzepatide in Clinical Practice. Obesity (Silver Spring). 2025;33(12):2296-2303. doi:10.1002/oby.70058
- DiStefano MJ, Zon J, Olson EG, Levy JF, Anderson GF, Alexander GC. Discontinuation of glucagon-like peptide-1 receptor agonists among US adults: A national survey. J Manag Care Spec Pharm. 2026;32(8):903-910. doi:10.18553/jmcp.2026.32.8.903
- Sørensen MS, Pottegård A, Andersen NE, Thomsen RW, Lundby C. Survey among adult users of semaglutide for weight loss in Denmark: user characteristics, treatment expectations and experienced effects. Diabetes Obes Metab. 2025;27(4):2214-2222. doi:10.1111/dom.16222
- Morgan Stanley Research. Obesity Drugs Are Scaling Fast. April 22, 2026. https://www.morganstanley.com/insights/articles/glp1-weight-loss-market-may-double-190-billion-2035
CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS
Various statements in this press release, including but not limited to statements regarding the therapeutic potential of NEREUS™; the estimates of patient discontinuation rates and the size and projected growth of the GLP-1 receptor agonist market; the possibility that NEREUS™ could improve patient adherence and broaden utilization of GLP-1 therapies; Vanda's plans and expectations regarding the regulatory path for NEREUS™ for the treatment of GLP-1-induced nausea and vomiting; and Vanda's commercial plans for NEREUS™ for this indication are "forward-looking statements" under the securities laws. All statements other than statements of historical fact are statements that could be deemed forward-looking statements. Forward-looking statements are based upon current expectations and assumptions that involve risks, changes in circumstances and uncertainties. Important factors that could cause actual results to differ materially from those reflected in Vanda's forward-looking statements include, among others, the ability of NEREUS™ to mitigate nausea and vomiting in patients being treated with GLP-1 therapies across all available GLP-1 receptor agonist therapies; the accuracy of the estimates of patient discontinuation rates and the size and growth of the GLP-1 receptor agonist market; the ability of NEREUS™ to improve patient adherence and drive broader utilization of GLP-1 therapies; the sufficiency of the clinical trial data to support the filing of an sNDA for NEREUS™ for this indication; the FDA's willingness to meet with Vanda to discuss and provide feedback on Vanda's proposed sNDA submission during 2027; Vanda's ability to gain alignment with the FDA on the regulatory path for NEREUS™ and to obtain FDA approval of NEREUS™ for the treatment of GLP-1-induced nausea and vomiting; Vanda's ability to use the currently approved NEREUS™ product for this indication, if approved; and the ability of Vanda's existing commercial infrastructure to support the commercialization of NEREUS™ for this indication. Therefore, no assurance can be given that the results or developments anticipated by Vanda will be realized or, even if substantially realized, that they will have the expected consequences to, or effects on, Vanda. Forward-looking statements in this press release should be evaluated together with the various risks and uncertainties that affect Vanda's business and market, particularly those identified in the "Cautionary Note Regarding Forward-Looking Statements", "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" sections of Vanda's most recent Annual Report on Form 10-K, as updated by Vanda's subsequent Quarterly Reports on Form 10-Q, Current Reports on Form 8-K and other filings with the U.S. Securities and Exchange Commission, which are available at www.sec.gov.
All written and verbal forward-looking statements attributable to Vanda or any person acting on its behalf are expressly qualified in their entirety by the cautionary statements contained or referred to herein. Vanda cautions investors not to rely too heavily on the forward-looking statements Vanda makes or that are made on its behalf. The information in this press release is provided only as of the date of this press release, and Vanda undertakes no obligation, and specifically declines any obligation, to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Corporate Contact:
Kevin Moran
Senior Vice President, Chief Financial Officer and Treasurer
Vanda Pharmaceuticals Inc.
202-734-3400
pr@vandapharma.com
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Collected Strategies
VANDA-CS@collectedstrategies.com
Follow us on X @vandapharma
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SOURCE Vanda Pharmaceuticals Inc.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Vanda's NEREUS Study 3601 show on its primary endpoint?
Any vomiting occurred in 43.0% (61/142) of NEREUS-treated participants versus 58.5% (96/164) on placebo. This represented a 27% relative reduction, with p=0.006 after adjustment for study site.
How did Vanda define frequent and extreme vomiting in Study 3601?
Frequent vomiting meant more than 2 episodes on more than one day, while extreme vomiting meant greater than 10 total episodes. These higher-burden vomiting analyses were post hoc and presented as supportive evidence.
When did vomiting occur in Vanda's NEREUS semaglutide study?
Almost all vomiting episodes in either group occurred by Day 2, with rates peaking on Day 1. The absolute separation between NEREUS and placebo was greatest on Days 1 and 2. Vanda identified dosing before initiation or dose escalation and during the first days after GLP-1 dosing as the most impactful prevention window.