Syndax Pharmaceuticals, Inc. · NASDAQ:SNDX
Syndax Pharmaceuticals — Q2 2025 Earnings Presentation
15 slides from Syndax Pharmaceuticals's earnings presentation, Aug 4, 2025
Slide 1: Second Quarter 2025 Financial Results Presentation
Second Quarter 2025 Financial Results Presentation / August 4, 2025
Slide 2: Forward-looking statements disclosure
Forward-looking statements disclosure This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "will," "expect," "plan," "anticipate" and similar expressions (as well as other words or expressions referenci
Slide 3: Positioned for rapid growth with $10B+ market opportunity
Syndax is positioned to continue its rapid growth in 2025 and beyond, with $10B+ market opportunity across R/R and frontline indications Two exceptional product On the road to Two first- & best-in-class launches, with sales profitability and medicines addressing significantly exceeding multi-billion
Slide 4: Strong Revuforj growth in 2Q25 with multiple drivers for continued momentum
Strong Revuforj growth in 2Q25 with multiple drivers for continued momentum First- and best-in-class menin inhibitor Concentrated use in Robust KMT2A patient early lines of Tx for identification & uptake R/R KMT2A acute leukemia Drivers of continued momentum Building transplant rate Near-term opport
Slide 5: Exceptional Niktimvo results underscore importance of this novel medicine
Exceptional Niktimvo results underscore the importance of this novel medicine to patients and Syndax First- and best-in-class anti-CSF-1R antibody • $36.2 M Niktimvo net revenue reported by Incyte in 2Q25, the first full quarter of sales o Substantial growth compared to $13.6 M net revenue in first
Slide 6: Robust Revuforj growth in 2Q25
Robust Revuforj growth in 2Q25 KEY METRICS Estimates from launch through end of 2Q25 Net revenue per quarter Total prescriptions >1,300 $28.6 M +43% $20.0 M >500 Patients have started treatment $7.7 M ~70% Of use in the 2L or 3L 4Q24 1Q25 2Q25 Of KMT2A patients estimated to First 5 weeks of sales ~3
Slide 7: Syndax is uniquely positioned in menin inhibition, a $5B+ market opportunity
Syndax is uniquely positioned for long-term growth and success in menin inhibition, a $5B+ market opportunity $6.0 $5B+ TAM U.S. Market Opportunity ($ B) $5.0 $4.0 $3.0 $2B+ TAM $2.0 $1.0 $0.0 New R/R Relapsed/ Refractory R/R Unfit 1L “Unfit” Fit 1L “Fit” Acute Leukemia with Acute Leukemia Acute Leu
Slide 8: Exceptional Niktimvo uptake
Exceptional Niktimvo uptake KEY METRICS Estimates from launch through end of 2Q25 Quarterly net revenue (reported by Incyte) >4,000 Infusions administered $36.2 M $9.4 M in collaboration Patients have started treatment ~700 revenue reported by Syndax $13.6 M 80-90% Of patients remain on therapy 1Q25
Slide 9: Initial Niktimvo indication represents a $2B U.S. market opportunity
Initial Niktimvo indication represents a $2B U.S. market opportunity, with substantial opportunities for label and geographic expansion ~17,000 U.S. cGVHD patients1 $5B+ TAM $2B TAM with initial Niktimvo indication ~6,500 currently treated 3L+ U.S. cGVHD patients Ongoing combo trials could support f
Slide 10: Recent presentations/publications solidify revumenib's leading profile
Recent presentations/publications solidify revumenib’s leading profile • AUGMENT-101 data presented at EHA highlight robust activity across R/R mNPM1, KMT2Ar, and NUP98r acute leukemia o Ph 2 R/R mNPM1 AML data: 26% (20/77) CR+CRh, 48% (37/77) ORR, and 23-month mOS observed among responders in a sub
Slide 11: Developing Revuforj and Niktimvo into industry-leading franchises
Developing Revuforj and Niktimvo into industry-leading franchises Revumenib (select trials) Ph 1 or Ph 2 Ph 2 or Ph 3 Registration Approved mNPM1 KMT2Ar NUP98r AUGMENT-101 rev mono AUGMENT-101 • sNDA granted Priority Review; PDUFA target rev mono action date of October 25, 2025 R/R AUGMENT-102 rev +
Slide 12: Strong financial position driven by growing Revuforj and Niktimvo contributions
Strong financial position driven by growing Revuforj and Niktimvo contributions and stable expense outlook Key 2Q25 Financial Results (Unaudited) Three Months Ended June 30 (in millions) AS OF 30 JUNE 2025: 2025 2024 $518 M in cash and equivalents1 Product revenue, net 28.6 - Collaboration revenue,
Slide 13: Positioned for rapid growth with $10B+ market opportunity
Syndax is positioned to continue its rapid growth in 2025 and beyond, with $10B+ market opportunity across R/R and frontline indications Two first- and Two exceptional On the road to best-in-class product launches, with profitability and medicines addressing sales significantly multi-billion-dollar
Slide 14: Fueled by a passion for patients
FUELED BY A PASSION FOR PATIENTS Lilah, diagnosed with R/R AML 14
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