Syndax Pharmaceuticals, Inc. (SNDX) Q4 2025 Earnings Call Transcript
Syndax Pharmaceuticals (SNDX) came out with a quarterly loss of $0.78 per share versus the Zacks Consensus Estimate of a loss of $0.64. This compares to a loss of $1.1 per share a year ago.
Syndax Pharmaceuticals (SNDX) demonstrates strong commercial momentum with Revuforj and Niktimvo, driving notable revenue growth post-FDA approvals. Revuforj's 4Q25 net revenue surged 38% QoQ to $44M, while Niktimvo delivered $56M, underscoring robust adoption in underserved patient populations. SNDX maintains a solid $394M cash position, supporting ongoing clinical trials and pipeline expansion, though competition from Komzifti introduces new risks.
Syndax Pharmaceuticals, Inc. (SNDX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Syndax Pharmaceuticals is now a commercial-stage biopharma with two FDA-approved drugs: Revuforj and Niktimvo. SNDX's Revuforj leads in efficacy for AML, with rapid market penetration and a first-mover advantage in front-line Phase 3 trials. Despite cardiac risk concerns, lower-dose combination data suggest manageable safety, supporting SNDX's strong buy rating.
Syndax Pharmaceuticals (SNDX) posted strong Q3 results, driven by robust Revuforj and Niktimvo sales, despite a slight revenue miss. SNDX's commercial ramp is accelerating, with Revuforj prescriptions up 25% and management confident cash reserves will fund operations to profitability. 2026 revenue projections for SNDX range from $245M to $512M, depending on growth scenarios, but risks include reimbursement and competitive shifts.
Syndax Pharmaceuticals, Inc. ( SNDX ) UBS Global Healthcare Conference 2025 November 10, 2025 11:00 AM EST Company Participants Michael Metzger - CEO & Director Nicholas Botwood - Head of Research & Development and Chief Medical Officer Steven Closter - Chief Commercial Officer Conference Call Participants Xiaochuan Dai - UBS Investment Bank, Research Division Presentation Xiaochuan Dai UBS Investment Bank, Research Division Okay. Well, thanks for joining.
Syndax Pharmaceuticals, Inc. remains a Buy, with Revuforj and Niktimvo launches accelerating and a strong clinical and commercial trajectory into 2026. Revuforj's recent NPM1 AML approval expands its addressable market, reinforcing first-mover advantage and supporting $1B+ peak sales potential. Niktimvo's robust uptake and Incyte partnership will aid the march to profitability, while also providing significant downside cushion.
Syndax Pharmaceuticals (SNDX) came out with a quarterly loss of $0.7 per share versus the Zacks Consensus Estimate of a loss of $0.74. This compares to a loss of $0.98 per share a year ago.
Syndax Pharmaceuticals, Inc. ( SNDX ) Q3 2025 Earnings Call November 3, 2025 4:30 PM EST Company Participants Sharon Klahre - Vice President of Investor Relations & Communications Michael Metzger - CEO & Director Steven Closter - Chief Commercial Officer Nicholas Botwood - Head of Research & Development and Chief Medical Officer Keith Goldan - CFO, Treasurer & Chief Accounting Officer Conference Call Participants Priyanka Grover - JPMorgan Chase & Co, Research Division Corinne Jenkins - Goldman Sachs Group, Inc., Research Division Bradley Canino - Guggenheim Securities, LLC, Research Division Yuxi Dong - Jefferies LLC, Research Division Peter Lawson - Barclays Bank PLC, Research Division Ellen Horste - TD Cowen, Research Division Stephen Willey - Stifel, Nicolaus & Company, Incorporated, Research Division Yigal Nochomovitz - Citigroup Inc., Research Division Justin Zelin - BTIG, LLC, Research Division Salim Syed - Mizuho Securities USA LLC, Research Division Xiaochuan Dai - UBS Investment Bank, Research Division Mayank Mamtani - B. Riley Securities, Inc., Research Division Jason Zemansky - BofA Securities, Research Division Presentation Operator Good day, everyone, and welcome to the Syndax Third Quarter 2025 Earnings Conference Call.
Syndax Pharmaceuticals, Inc. (NASDAQ:SNDX ) Discusses FDA Approval of Revuforj for Relapsed or Refractory NPM1 Mutated Acute Myeloid Leukemia October 24, 2025 2:30 PM EDT Company Participants Sharon Klahre - Vice President of Investor Relations & Communications Michael Metzger - CEO & Director Nicholas Botwood - Head of Research & Development and Chief Medical Officer Steven Closter - Chief Commercial Officer Conference Call Participants Anupam Rama - JPMorgan Chase & Co, Research Division Kevin Strang - Goldman Sachs Group, Inc., Research Division Bradley Canino - Guggenheim Securities, LLC, Research Division Yuxi Dong - Jefferies LLC, Research Division Peter Lawson - Barclays Bank PLC, Research Division Ellen Horste - TD Cowen, Research Division Justin Zelin - BTIG, LLC, Research Division Xiaochuan Dai - UBS Investment Bank, Research Division Mayank Mamtani - B. Riley Securities, Inc., Research Division Stephen Willey - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good day, everyone, and welcome to the Syndax Conference Call to Discuss the FDA approval of Revuforj in Relapsed/Refractory NPM1 Mutated AML.
Syndax Pharmaceuticals, Inc. (NASDAQ:SNDX ) Citi's Biopharma Back to School Conference September 2, 2025 4:45 PM EDT Company Participants Keith Goldan - CFO, Treasurer & Chief Accounting Officer Steven Closter - Chief Commercial Officer Nicholas Botwood - Head of Research & Development and Chief Medical Officer Conference Call Participants Yigal Nochomovitz - Citigroup Inc., Research Division Presentation Yigal Nochomovitz Director and SMid Cap Biotech Analyst Welcome, everyone, to the, I believe, the last session of the first day of Citi's Biopharma Back-to-School Summit. I'm Yigal Nochomovitz, biotech analyst here at Citi.