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
4 questions for SNDX
Also covers: ABOS, BBIO, CYTK +5 more
PL
Peter Lawson
Barclays PLC
4 questions for SNDX
Also covers: ADAP, ARVN, BPMC +15 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
Michael Schmidt
Guggenheim Securities
3 questions for SNDX
Also covers: ADAP, ADCT, ARVN +19 more
SS
Salim Syed
Mizuho Securities
3 questions for SNDX
Also covers: AUTL, BBIO, CYTK +5 more
YN
Yigal Nochomovitz
Citigroup Inc.
3 questions for SNDX
Also covers: ALDX, APLS, ARCT +22 more
AR
Anupam Rama
JPMorgan Chase & Co.
2 questions for SNDX
Also covers: APLS, BBIO, BOLD +16 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
KP
Kalpit Patel
B. Riley Securities
2 questions for SNDX
Also covers: DERM, FBRX, GERN +4 more
Kelly Shi
Jefferies
2 questions for SNDX
Also covers: ADCT, AGEN, ALDX +17 more
PN
Philip Nadeau
TD Cowen
2 questions for SNDX
Also covers: ADVM, APLS, ATRA +13 more
Priyanka Grover
JPMorgan Chase & Co.
2 questions for SNDX
Also covers: DAWN, FOLD, SRPT
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
DD
David Dai
UBS Group AG
1 question for SNDX
Also covers: IMCR, IOVA, KURA +2 more
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
Mayank Mamtani
B. Riley Securities
1 question for SNDX
Also covers: AGEN, ALT, ARWR +18 more
Recent press releases and 8-K filings for SNDX.
Syndax Pharmaceuticals' Revuforj Named Best New Drug at Scrip Awards 2025
SNDX
Product Launch
New Projects/Investments
- Syndax Pharmaceuticals' Revuforj® (revumenib), a first-in-class menin inhibitor, was recognized as Best New Drug at the Scrip Awards 2025.
- Revuforj received FDA approval in November 2024 for the treatment of relapsed or refractory acute leukemia with a KMT2A translocation.
- A second FDA approval was granted in October 2025 for relapsed or refractory acute myeloid leukemia with a susceptible NPM1 mutation.
Dec 12, 2025, 12:00 PM
Syndax Highlights Strong Product Launches and Clinical Progress at ASH
SNDX
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Syndax has made significant progress in the last 15 months, building a sustainable growth engine with two products, Niktimvo and Revuforj, addressing a $10 billion total addressable market and is on track for profitability in the next few years.
- Revuforj, the first and only menin inhibitor, achieved $88 million in net revenue as of Q3 since its 2025 launch, treating 750 new patients and is on track to treat 1,000 KMT2A patients by year-end, with a second indication in NPM1 as of October.
- Niktimvo, the first and only CSF1R blocking antibody for chronic GVHD, has generated $96 million in net sales since launch and is annualizing about $200 million within its first eight months, with trials underway for expansion into frontline GVHD and IPF.
- Clinical data presented at ASH 2025 for Revuforj in combination therapies showed high efficacy, including an 86% objective response rate and 79% CR/CR8 in the SAVE trial, and 100% response rate and MRD negativity in the Study 708 for KMT2A patients.
Dec 8, 2025, 12:00 PM
Syndax Pharmaceuticals Updates on Commercial Performance and Pipeline Expansion
SNDX
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Syndax Pharmaceuticals has made significant progress in building a sustainable growth engine with its two products, Niktimvo and Revuforj, addressing a $10 billion total addressable market.
- Revuforj, FDA approved for multiple acute leukemia subtypes including KMT2A and NPM1, generated $88 million in net revenue as of the third quarter and is on track to treat approximately 1,000 KMT2A patients by year-end 2025, representing 50% penetration of the 2,000 incidence market.
- Niktimvo, the first and only CSF-1R blocking antibody FDA approved for chronic GVHD in the third line plus, achieved $96 million in net sales since launch and is annualizing at approximately $200 million within its first eight months, having been profitable to Syndax since its first full quarter of launch.
- The company is pursuing an extensive development program for both products, including expanding Revuforj into frontline settings with studies like EVOLVE-2 and REVEAL, and exploring Niktimvo for frontline GVHD and new indications such as Idiopathic Pulmonary Fibrosis (IPF), with IPF data expected in the second half of next year.
Dec 8, 2025, 12:00 PM
Syndax Pharmaceuticals Provides Update on Niktimvo and Revuforj Performance and Development at ASH
SNDX
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Syndax Pharmaceuticals has successfully transitioned to a commercial organization, with its two key products, Niktimvo and Revuforj, exceeding industry benchmarks in their respective launches.
- Revuforj, the first and only menin inhibitor for acute leukemia, has generated $88 million in net revenue since launch as of Q3 and is on track to treat 1,000 KMT2A patients by year-end, representing 50% penetration of that market. The total addressable market is projected to expand from $2 billion+ to $5 billion+ with newly diagnosed patients.
- Niktimvo, an FDA-approved CSF-1R blocking antibody for chronic GVHD, has achieved $96 million in net sales since launch and is annualizing about $200 million within its first eight months, demonstrating profitability since its first full quarter of launch.
- The company is advancing an extensive development program for both products, including trials for earlier lines of therapy and new indications, with 23 presentations at the ASH conference showcasing scientific progress.
Dec 8, 2025, 12:00 PM
Syndax Pharmaceuticals reports strong drug launches and path to profitability
SNDX
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Syndax Pharmaceuticals is experiencing strong launches for Revuforj and Niktimvo, with Revuforj recently approved for a second indication (NPM1) and achieving 50% penetration in the KMT2A incidence population by year-end.
- Revuforj is significantly improving transplant rates for KMT2A patients (up to 30% vs. 5% historically) and seeing high rates of maintenance therapy (currently 35-40%, with potential for 70-90%), driving substantial market growth.
- Niktimvo for chronic GVHD is performing exceptionally well, tracking with a competitor's $550 million third-year sales and demonstrating high patient persistency (over 80% staying on therapy from launch).
- The company is actively pursuing label expansion for Revuforj into frontline AML with two pivotal trials underway, showing promising early data for the Ven-Aza combination with 70% CR rates.
- Syndax expects to achieve profitability, supported by $456 million in cash, the significant contributions from both high-margin products, and the efficiency of targeting the same physician audience.
Dec 4, 2025, 4:15 PM
Syndax Highlights Robust Product Performance and Future Growth
SNDX
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Syndax has experienced a strong year with three approvals across two drugs, Revuforj and Niktimvo, both of which are demonstrating robust launch performance and are noted for resetting industry benchmarks.
- Revuforj, indicated for KMT2A and recently NPM1 acute leukemia, is expected to achieve approximately 50% penetration in the KMT2A incidence population by the end of the year, with potential to reach 80-90% penetration and multi-year maintenance therapy post-transplant. The drug is also advancing into first-line trials, with early data for the Ven-Aza combination showing promising 70% CR rates.
- Niktimvo for chronic GVHD is also showing a strong launch, tracking comparably or better than its competitor, with a current market of 6,500 patients and potential expansion to 15,000-17,000 patients through combination trials. The drug demonstrates high persistency, with over 80% of patients remaining on therapy for potentially multiple years.
- The company reported $456 million in cash in the last quarter and is focused on achieving profitability by leveraging the significant contributions and high margins of both products, particularly the efficiency gained from a shared call point for Revuforj and Niktimvo.
Dec 4, 2025, 4:15 PM
Syndax Pharmaceuticals Discusses Commercial Product Launches, Pipeline Expansion, and Path to Profitability at Jefferies Conference
SNDX
Product Launch
New Projects/Investments
Guidance Update
- Syndax Pharmaceuticals has successfully launched two commercial products: Revuforj, for acute AML and ALL (KMT2A and recently NPM1 mutations), and Niktimvo, for chronic GVHD, both showing strong initial performance in their first year.
- The company is actively expanding the market opportunity for both products, with Revuforj pursuing frontline indications in AML/ALL through the Evolve and Reveal trials , and Niktimvo exploring earlier lines for GVHD and a Phase 2 trial in IPF.
- Syndax anticipates achieving profitability in the next few years, driven by robust revenue growth from its launched products and a commitment to stable expenses while funding priority studies.
- The upcoming ASH 2025 conference will feature 23 abstracts (12 for Revuforj, 11 for Niktimvo) and six oral presentations, highlighting new data across monotherapy, combinations, and real-world evidence for both products.
Nov 20, 2025, 10:00 AM
Syndax Pharmaceuticals Discusses Commercial Product Launches, Pipeline Expansion, and Path to Profitability
SNDX
Product Launch
New Projects/Investments
Guidance Update
- Syndax Pharmaceuticals has successfully launched two commercial products, Revuforj and Niktimvo, with Revuforj recently receiving a label expansion for NPM1 in acute AML and ALL, significantly broadening its target patient population.
- The company anticipates meaningful revenue growth from maintenance therapy for Revuforj, the strong launch of NPM1, and the expansion of Niktimvo into earlier treatment lines, potentially growing its market opportunity to $5 billion.
- Syndax is advancing Revuforj into frontline settings with two pivotal trials (Evolve and Reveal) and Niktimvo into earlier lines for GVHD, as well as a new indication in IPF with Phase 2 data expected in the second half of next year.
- The company expects to achieve profitability in the next few years, supported by robust sales and a commitment to stable expenses, allowing it to fund priority studies.
Nov 20, 2025, 10:00 AM
Syndax Pharmaceuticals Highlights Strong Commercial Performance and Pipeline Expansion
SNDX
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Syndax Pharmaceuticals has achieved three approvals in the last year, launching two oncology drugs: Revuforj (a menin inhibitor for acute AML and ALL) and Niktimvo (for chronic GVHD).
- Revuforj has demonstrated strong early commercial performance, with high physician adoption, increased transplant rates, and growing utilization in post-transplant maintenance, and is set to expand into the NPM1 indication, which is 2-3 times larger than its current KMT2A market.
- Niktimvo achieved profitability in its first full quarter and reported $46 million in net revenue for the quarter, with a total addressable market of $2 billion in the relapse refractory setting and over $5 billion in earlier lines.
- The company maintains a strong financial position with $456 million on its balance sheet as of the quarter and is focused on achieving profitability with stable expenses over the coming years.
Nov 13, 2025, 3:00 PM
Syndax Reports Strong Commercial Performance for Newly Launched Oncology Products and Outlines Growth Strategy
SNDX
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Syndax reported strong commercial performance for its two newly launched oncology products: Revumenib generated $32 million in its latest quarter with 25% script growth, and Niktimvo achieved $46 million in net sales, up from $36 million last quarter, becoming profitable in its first quarter of sales.
- The company holds $456 million in cash on its balance sheet and aims to achieve cash flow break-even with stable expenses over the next few years.
- Revumenib is expanding its market penetration, targeting 50% penetration in the 2,000-patient KMT2A market by year-end and extending into NPM1, which is expected to be a significant growth driver.
- Niktimvo, indicated for third-line cGVHD, is projected to be a $1 billion+ opportunity for Syndax, with the company receiving 25%-30% of the top-line contribution due to its 50/50 profit and loss split with Incyte.
- Syndax is also advancing Niktimvo into a randomized Phase 2 study for Idiopathic Pulmonary Fibrosis (IPF), with data anticipated in mid-2025, representing a potential new catalyst.
Nov 11, 2025, 8:00 PM
Quarterly earnings call transcripts for Syndax Pharmaceuticals.
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