Earnings summaries and quarterly performance for Syndax Pharmaceuticals.
Executive leadership at Syndax Pharmaceuticals.
Board of directors at Syndax Pharmaceuticals.
Research analysts who have asked questions during Syndax Pharmaceuticals earnings calls.
Jason Zemansky
Bank of America
6 questions for SNDX
Also covers: ABOS, BBIO, CYTK +5 more
SS
Salim Syed
Mizuho Securities
5 questions for SNDX
Also covers: AUTL, BBIO, CYTK +6 more
YN
Yigal Nochomovitz
Citigroup Inc.
5 questions for SNDX
Also covers: ALDX, APLS, ARCT +22 more
PL
Peter Lawson
Barclays PLC
4 questions for SNDX
Also covers: ADAP, ARVN, BPMC +15 more
Priyanka Grover
JPMorgan Chase & Co.
4 questions for SNDX
Also covers: DAWN, FOLD, SRPT +1 more
DD
David Dai
UBS Group AG
3 questions for SNDX
Also covers: IMCR, IOVA, KURA +2 more
GF
George Farmer
Scotiabank
3 questions for SNDX
Also covers: ABSI, ADAP, INMB +7 more
Justin Zelin
BTIG, LLC
3 questions for SNDX
Also covers: BCAB, CASI, GLMD +9 more
Mayank Mamtani
B. Riley Securities
3 questions for SNDX
Also covers: AGEN, ALT, ARWR +18 more
Michael Schmidt
Guggenheim Securities
3 questions for SNDX
Also covers: ADAP, ADCT, ARVN +20 more
PN
Philip Nadeau
TD Cowen
3 questions for SNDX
Also covers: ADVM, APLS, ATRA +13 more
AR
Anupam Rama
JPMorgan Chase & Co.
2 questions for SNDX
Also covers: APLS, BBIO, BOLD +18 more
BC
Bradley Canino
Stifel
2 questions for SNDX
Also covers: ARVN, CELC, KURA +2 more
CS
Chris Shibutani
Goldman Sachs Group, Inc.
2 questions for SNDX
Also covers: ABBV, ALKS, BMY +11 more
Clara Dong
Jefferies
2 questions for SNDX
Also covers: AUTL, HRTX, INSM +2 more
CJ
Corinne Johnson
Goldman Sachs
2 questions for SNDX
Also covers: ALT, AMLX, FULC +8 more
ED
Etzer Darout
BMO Capital Markets
2 questions for SNDX
Also covers: ARVN, CTMX, EXEL +7 more
JB
Josh Bowen
Guggenheim
2 questions for SNDX
KP
Kalpit Patel
B. Riley Securities
2 questions for SNDX
Also covers: ASND, DERM, EXEL +8 more
Kelly Shi
Jefferies
2 questions for SNDX
Also covers: ADCT, AGEN, ALDX +17 more
XD
Xiaochuan Dai
UBS
2 questions for SNDX
Also covers: IMCR, KURA, NBTX
AM
Ashiq Mubarack
Citigroup Inc.
1 question for SNDX
Also covers: IPHA, MGNX, MRSN +1 more
Chloe
Scotiabank
1 question for SNDX
DS
Dingding Shi
Jefferies
1 question for SNDX
Also covers: ADCT, ASND, AUTL +6 more
EH
Ellen Horste
TD Cowen
1 question for SNDX
Also covers: BMRN, KURA, TBPH
JM
Jeet Mukherjee
Leerink Partners
1 question for SNDX
Also covers: ARVN, BCAB, KURA +4 more
Kevin Strang
Goldman Sachs Group
1 question for SNDX
PN
Phil Nadeau
TD Cowen Inc.
1 question for SNDX
SW
Stephen Willey
Stifel
1 question for SNDX
Also covers: ABCL, ABEO, CGEN +9 more
SW
Stephen Willey
Stifel Financial Corp.
1 question for SNDX
Also covers: ABCL, CELC, CGEN +11 more
Recent press releases and 8-K filings for SNDX.
Syndax Pharmaceuticals Announces Strong Q4 and Full Year 2025 Financial Results
SNDX
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Syndax Pharmaceuticals reported total revenue of $172.4 million for the full year 2025, marking its first year as a commercial company.
- Revuforj net revenue for 2025 reached $124.8 million, with Q4 2025 net revenue growing 38% quarter-over-quarter to $44.2 million, driven by the expanded label for NPM1 mutated AML.
- Niktimvo collaboration revenue contributed $42.4 million to Syndax in 2025, with Q4 2025 net revenue increasing 22% quarter-over-quarter to $56 million, surpassing first-year launch benchmarks.
- The company concluded 2025 with $394 million in cash, equivalents, and marketable securities and anticipates reaching profitability without requiring additional capital.
- For 2026, Syndax guided to total R&D plus SG&A expenses of approximately $400 million, excluding non-cash stock compensation.
1 day ago
Syndax Pharmaceuticals Reports Strong Q4 and Full Year 2025 Financial Results
SNDX
Earnings
Revenue Acceleration/Inflection
Product Launch
- Syndax Pharmaceuticals reported total revenue of $172.4 million for the full year 2025, comprising $124.8 million in Revuforj net revenue and $42.4 million in Niktimvo collaboration revenue.
- Revuforj net revenue grew 38% quarter-over-quarter in Q4 2025 to $44.2 million, driven by continued growth in KMT2A and the FDA's expanded label for NPM1 mutated AML.
- Niktimvo net revenue increased 22% quarter-over-quarter in Q4 2025 to $56 million, reaching $151.6 million in its first 11 months of launch. Syndax expects a Niktimvo margin contribution of 25%-30% in the near term.
- The company ended 2025 with $394 million in cash, equivalents, and marketable securities and expects 2026 expenses to be stable at approximately $400 million (excluding non-cash stock compensation), anticipating profitability without the need for additional capital.
1 day ago
Syndax Pharmaceuticals Announces Q4 and Full Year 2025 Financial Results
SNDX
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Syndax Pharmaceuticals reported total revenue of $172.4 million for the full year 2025, reflecting strong commercial performance from its two medicines.
- Revuforj net revenue reached $124.8 million in its first full year of sales, with Q4 2025 net revenue increasing 38% quarter-over-quarter to $44.2 million, following the FDA's expanded label approval for NPM1 mutated AML.
- Niktimvo collaboration revenue contributed $42.4 million to Syndax in 2025, with Q4 2025 net revenue increasing 22% quarter-over-quarter, and annualized sales now exceeding $200 million.
- The company ended 2025 with $394 million in cash, equivalents, and marketable securities and expects 2026 R&D plus SG&A expenses to be approximately $400 million, anticipating profitability without the need for additional capital.
- Syndax is advancing multiple clinical programs, including pivotal frontline trials for revumenib, and expects phase II results for axatilimab in Idiopathic Pulmonary Fibrosis (IPF) by the end of 2026.
1 day ago
Syndax Pharmaceuticals Reports Q4 and Full Year 2025 Financial Results
SNDX
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Syndax Pharmaceuticals reported total revenues of $68.7 million for Q4 2025 and $172.4 million for the full year 2025, with a net loss of ($68.0 million) in Q4 2025 and ($285.4 million) for the full year.
- Revuforj net revenue grew 38% quarter-over-quarter to $44.2 million in Q4 2025, reaching $124.8 million for FY 2025, while Niktimvo collaboration revenue to Syndax increased 40% quarter-over-quarter to $19.4 million in Q4 2025, totaling $42.4 million for FY 2025.
- The company concluded 2025 with $394.1 million in cash and equivalents and provided 2026 R&D + SG&A expense guidance of $400 million, excluding stock option expense.
- Key pipeline advancements include the anticipated topline Phase 2 axatilimab data in IPF in 4Q26 and the continued global enrollment in pivotal 1L trials for revumenib.
1 day ago
Syndax Pharmaceuticals Reports Q4 and Full Year 2025 Financial Results
SNDX
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Syndax Pharmaceuticals reported total revenue of $68.7 million for Q4 2025 and $172.4 million for the full year 2025.
- Revuforj net revenue was $44.2 million in Q4 2025, representing a 38% increase quarter-over-quarter, and $124.8 million for the full year 2025. Niktimvo net revenue reached $56.0 million in Q4 2025, a 22% increase quarter-over-quarter, with Syndax's collaboration revenue from Niktimvo totaling $19.4 million for the quarter and $42.4 million for the full year 2025.
- The company reported a net loss of $68.0 million for Q4 2025 and $285.4 million for the full year 2025.
- As of December 31, 2025, Syndax held $394.1 million in cash, cash equivalents, and short-term investments. For the full year 2026, the company expects total research and development plus selling, general and administrative expenses to be approximately $400 million, excluding estimated non-cash stock compensation expense. Additionally, enrollment was completed in the Phase 2 IPF trial for axatilimab, with topline data anticipated in Q4 2026.
1 day ago
Syndax Pharmaceuticals Pre-Announces Strong 2025 Product Sales and Outlines 2026 Milestones
SNDX
Revenue Acceleration/Inflection
Guidance Update
New Projects/Investments
- Syndax Pharmaceuticals pre-announced strong Q4 2025 earnings, with Revuforj achieving $125 million in annual net sales and Niktimvo reaching $152 million in its first 11 months on the market.
- Revuforj experienced 38% growth in Q4 2025, driven by KMT2A and the new NPM1 indication, with KMT2A maintenance rates at 35%-40% in Q3 2025, expected to grow to 70%-80%.
- Niktimvo is projected to reach nearly $1 billion in the third-line plus chronic GVHD market, with collaboration revenue expected to be 25%-30% of net sales.
- Upcoming clinical trial readouts for Niktimvo include a Phase II earlier line GVHD trial in early 2027, a Phase III GVHD trial in early 2028, and a Phase II IPF trial in the second half of 2026.
- The company anticipates operating expenses to remain flat at $400 million (excluding non-cash compensation) in 2026 and sees a path to profitability potentially in 2027, confirming it is fully funded.
Feb 12, 2026, 5:30 PM
Syndax Pharmaceuticals Reports Strong 2025 Sales and Outlines 2026 Outlook
SNDX
Revenue Acceleration/Inflection
Guidance Update
New Projects/Investments
- Syndax Pharmaceuticals pre-announced strong Q4 2025 and annual sales for both Revuforj and Niktimvo, with Revuforj achieving $125 million in annual net sales and Niktimvo $152 million in its first 11 months on the market.
- Revuforj's Q4 2025 growth was driven by continued penetration in KMT2A and the October 2025 approval and uptake in NPM1, where the company expects dominant market share. Maintenance therapy for KMT2A is projected to grow from 35-40% to 70-80% of transplanted patients over time.
- Niktimvo has a potential to reach $1 billion in third-line plus chronic GVHD, with Syndax receiving 25-30% of net sales as collaboration revenue from its 50/50 profit split with Incyte.
- The Phase II trial for Niktimvo in Idiopathic Pulmonary Fibrosis (IPF) is fully enrolled and expected to read out in H2 2026. Syndax and Incyte will share future development costs if the trial is positive.
- Syndax is fully funded and has a path to profitability, maintaining flat operating expenses at $400 million (excluding non-cash compensation) in 2026.
Feb 12, 2026, 5:30 PM
Syndax Pharmaceuticals Reports Strong 2025 Product Sales and Provides 2026 Outlook
SNDX
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Syndax Pharmaceuticals reported strong 2025 revenue for both products, with Revuforj achieving $125 million in annual net sales and Niktimvo reaching $152 million in its first 11 months on the market. Revuforj's Q4 2025 growth accelerated to 38%, driven by KMT2A penetration and the October 2025 NPM1 approval.
- The company expects dominant market share for Revuforj in NPM1 and anticipates KMT2A maintenance rates to grow from 35%-40% to 70%-80% at steady state.
- For Niktimvo, the peak opportunity in third-line plus chronic GVHD is estimated to be approaching $1 billion, with collaboration revenue expected to be 25%-30% of net sales.
- Syndax is conducting a Phase II trial for Niktimvo in Idiopathic Pulmonary Fibrosis (IPF), which is fully enrolled and expected to read out in the second half of 2026. Future IPF development costs will be shared 55% by Incyte and 45% by Syndax.
- Syndax is fully funded and maintains a path to profitability by keeping operating expenses flat at $400 million (excluding non-cash compensation) in 2026, with potential profitability in 2027.
Feb 12, 2026, 5:30 PM
Syndax Reports Strong 2025 Performance and Outlines 2026 Milestones
SNDX
Revenue Acceleration/Inflection
Product Launch
New Projects/Investments
- Syndax achieved a transformational 2025, becoming a commercial-stage oncology company with the launch of Revuforge and Niktimvo, securing three FDA approvals in 14 months, and is on the road to profitability with approximately $400 million on its balance sheet.
- Revuforge generated $44 million in preliminary net revenue for Q4 2025 (up 38% quarter-over-quarter) and $125 million for full-year 2025, surpassing benchmarks for other AML therapies. The recent NPM1 indication approval in November 2025 tripled the patient population, expanding its total addressable market to potentially $5 billion.
- Niktimvo delivered $56 million in preliminary net revenue for Q4 2025 (up 22% quarter-over-quarter) and $152 million for full-year 2025, exceeding competitor benchmarks. Syndax books 25-30% of Niktimvo net revenue.
- Key milestones for 2026 include reporting top-line Phase 2 Axatilimab (Niktimvo) data in Idiopathic Pulmonary Fibrosis (IPF) in the second half of 2026 and advancing global enrollment in pivotal first-line trials for Revuforge.
Jan 12, 2026, 11:00 PM
Syndax Provides 2025 Financial Results and 2026 Outlook at JPMorgan Healthcare Conference
SNDX
Revenue Acceleration/Inflection
Product Launch
New Projects/Investments
- Syndax reported strong preliminary net revenues for Q4 2025 and full-year 2025: Revuforge generated $44 million in Q4 2025 (up 38% quarter-over-quarter) and $125 million for the full year, while Niktimvo generated $56 million in Q4 2025 (up 22% quarter-over-quarter) and $152 million for the full year.
- Revuforge received its second FDA approval in November 2025 for relapsed refractory NPM1 mutation, expanding its total addressable market to $2 billion for current indications and potentially $5 billion in the front-line setting.
- Niktimvo has an estimated $2 billion total addressable market in third-line plus GVHD and a significant opportunity in Idiopathic Pulmonary Fibrosis (IPF) with 150,000 patients in the US.
- Key milestones for 2026 include reporting top-line Phase 2 Axatilimab data for IPF in the second half of 2026 and advancing pivotal first-line trials for Revuforge.
Jan 12, 2026, 11:00 PM
Quarterly earnings call transcripts for Syndax Pharmaceuticals.
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