Inferra AI / Company / SNDX

Syndax Pharmaceuticals Inc

SNDX · Health Care

Last earnings Aug 4, 2026

Key results

Revenuequarter

43%

“Notably, Revuforj net revenue increased 43% quarter-over-quarter, even with approximately a third of patients pausing treatment to receive a stem cell transplant.

SEC original ↗Syndax Pharmaceuticals Inc — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Metzger continued, “Additionally, Niktimvo is off to a very fast start generating $50 million in net revenue in just the first five months of the launch.

SEC original ↗Syndax Pharmaceuticals Inc — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Niktimvo (axatilimab-csfr) • Niktimvo achieved $36.2 million in net revenue in the second quarter of 2025, the first full quarter of the U.

SEC original ↗Syndax Pharmaceuticals Inc — Earnings release (8-K exhibit)EX-99Aug 4, 2025

launch, representing significant growth compared to the $13.6 million in net revenue in the first quarter of 2025.

SEC original ↗Syndax Pharmaceuticals Inc — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Total revenuequarter

$38.0 million

Total revenue for the second quarter of 2025 was $38.0 million, which consisted of $28.6 million in Revuforj net product revenue and $9.4 million in Niktimvo collaboration revenue.

SEC original ↗Syndax Pharmaceuticals Inc — Earnings release (8-K exhibit)EX-99Aug 4, 2025

The collaboration revenue is derived from the $36.2 million in Niktimvo net revenue that was previously reported by the Company's partner Incyte.

SEC original ↗Syndax Pharmaceuticals Inc — Earnings release (8-K exhibit)EX-99Aug 4, 2025

annual incidence ~2,000 ~4,500 ~3,500 ~5,500 Quarterly net revenue (reported by Incyte) $9.4 M in collaboration revenue reported by Syndax $50 M in Niktimvo net revenue since launch First two months of sales Exceptional Niktimvo uptake >4,000 ~700 >80% Infusions administered Patients have started treatment Of patients remain on therapy Of bone marrow transplant centers have ordered 80-90% KEY METRICS Estimates from launch through end of 2Q25 Initial Niktimvo indication represents a $2B U.

SEC original ↗Syndax Pharmaceuticals Inc — Presentation / slide deck (8-K exhibit)EX-99Aug 4, 2025

AI analysis

Q2 2025 · reported Aug 4, 2025

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Total revenue · Q2 2025

$38.0M

EX-99 · Aug 4, 2025

Headline figures

Metric	Q2 2025	Prior qtr	Year ago
Revenue	43%	—	—
Total revenue	$38.0 million	—	—

EX-99 · Aug 4, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Upon a change of control, the Company will have the right, but not the obligation, to repurchase the Revenue Participation Right at a repurchase price set forth in the Purchase and Sale Agreement.

In addition, the Purchase and Sale Agreement provides that if certain events of default occur, including certain bankruptcy events or certain termination events with respect to the Company s license agreement with UCB Biopharma Srl, Royalty Pharma may require the Company to repurchase Royalty Pharma s interests in the Revenue Participation Right at a repurchase price equal to the Royalty Cap.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Syndax Pharmaceuticals Inc Q2 2025 — “Notably, Revuforj net revenue increased 43% quarter-over-quarter, even with approximately a third of patients pausing treatment to receive a stem cell transplant.

Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Upon a change of control, the Company will have the right, but not the obligation, to repurchase the Revenue Participation Right at a repurchase price set forth in the Purchase and Sale Agreement.

SEC original ↗Syndax Pharmaceuticals Inc — 10-Q Quarterly report10-QAug 4, 2026

The Company assessed the Purchase and Sale Agreement and identified it as a sale of future revenue in the form of a debt instrument to be accounted for as a liability under Topic ASC 470, Borrower s Accounting for Debt Modifications .

SEC original ↗Syndax Pharmaceuticals Inc — 10-Q Quarterly report10-QAug 4, 2026

June 30, 2026 December 31, 2025 Current portion of royalty interest financing liability $ $ Royalty interest financing liability, less current portion 350,000 350,000 Debt issuance costs ( 5,974 ) ( 6,091 ) Total royalty interest financing liability, net $ 344,026 $ 343,909 13.

SEC original ↗Syndax Pharmaceuticals Inc — 10-Q Quarterly report10-QAug 4, 2026

Convertible Notes In June 2026, the Company issued $ 250.0 million aggregate principal amount of 2.25 % Convertible Senior Notes due 2031, or the 2031 Notes, in a private placement to institutional accredited investors that are qualified institutional buyers under Rule 144A in reliance on the exemption from registration provided by Section 4(a)(2) of the Securities Act.

SEC original ↗Syndax Pharmaceuticals Inc — 10-Q Quarterly report10-QAug 4, 2026

The 2031 Notes mature on June 15, 2031, unless earlier converted, redeemed, or repurchased.

SEC original ↗Syndax Pharmaceuticals Inc — 10-Q Quarterly report10-QAug 4, 2026

Strategy & priorities

htm EX-99.1 EX-99.1 Exhibit 99.1 Syndax Reports Second Quarter 2025 Financial Results and Provides Business Update • $28.6 million of Revuforj (revumenib) net revenue, representing 43% growth over 1Q25 – • $36.2 million of Niktimvo (axatilimab-csfr) net revenue reported by Incyte in first full quarter of launch;$9.4 million in collaboration revenue reported by Syndax – – sNDA in R/R mNPM1 AML granted Priority Review; PDUFA action date of October 25, 2025 – • $517.9 million in cash, cash equivalents and investments expected to fund the company to profitability – • Company to host a conference call today at 4:30 p.

SEC original ↗Syndax Pharmaceuticals Inc — Earnings release (8-K exhibit)EX-99Aug 4, 2025

FDA granted Priority Review to the Company’s supplemental New Drug Application (sNDA) for Revuforj for the treatment of R/R mutant NPM1 (mNPM1) acute myeloid leukemia (AML).

SEC original ↗Syndax Pharmaceuticals Inc — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Botwood brings 25 years of industry experience leading drug development, R&D strategy, and global commercialization of novel oncology therapeutics.

SEC original ↗Syndax Pharmaceuticals Inc — Earnings release (8-K exhibit)EX-99Aug 4, 2025

The FDA has granted Priority Review to Syndax’s supplemental New Drug Application (sNDA) seeking the approval of revumenib for the treatment of R/R mNPM1 AML.

SEC original ↗Syndax Pharmaceuticals Inc — Earnings release (8-K exhibit)EX-99Aug 4, 2025

(“Syndax” or the “Company”), including financial position, strategy and plans, the progress, timing, clinical development and scope of clinical trials and the reporting of clinical data for Syndax’s product candidates, the progress of regulatory submissions and approvals and subsequent commercialization and the potential use of Syndax’s product candidates to treat various cancer indications and fibrotic diseases, and Syndax’s expectations for liquidity and future operations, are forward-looking statements.

SEC original ↗Syndax Pharmaceuticals Inc — Presentation / slide deck (8-K exhibit)EX-99Aug 4, 2025

Risks & headwinds

Each of these forward-looking statements involves risks and uncertainties.

SEC original ↗Syndax Pharmaceuticals Inc — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Many factors may cause differences between current expectations and actual results, including: unexpected safety or efficacy data observed during preclinical or clinical trials; clinical trial site activation or enrollment rates that are lower than expected; changes to Revuforj's or Niktimvo’s commercial availability; changes in expected or existing competition; changes in the regulatory environment; failure of Syndax's collaborators to support or advance collaborations or product candidates; and unexpected litigation or other disputes.

SEC original ↗Syndax Pharmaceuticals Inc — Earnings release (8-K exhibit)EX-99Aug 4, 2025

In light of these risks, uncertainties and assumptions, the forward-looking events and circumstances discussed in this presentation may not occur and actual results could differ materially and adversely from those anticipated or implied.

SEC original ↗Syndax Pharmaceuticals Inc — Presentation / slide deck (8-K exhibit)EX-99Aug 4, 2025

These statements are only current predictions and are subject to known and unknown risks, uncertainties and other factors that may cause our or our industry s actual results, levels of activity, performance, or achievements to be materially different from those anticipated by the forward-looking statements.

SEC original ↗Syndax Pharmaceuticals Inc — 10-Q Quarterly report10-QAug 4, 2026

Legal Proceedings 29 Item 1A.

SEC original ↗Syndax Pharmaceuticals Inc — 10-Q Quarterly report10-QAug 4, 2026

Vitae may terminate the Vitae License Agreement if the Company or any of its affiliates or sublicensees institutes a legal challenge to the validity, enforceability, or patentability of the licensed patent rights.

SEC original ↗Syndax Pharmaceuticals Inc — 10-Q Quarterly report10-QAug 4, 2026

Documents

Earnings deck slides

0 decks with slide view

Syndax Pharmaceuticals Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

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