Syndax Pharmaceuticals, Inc. · NASDAQ:SNDX
Syndax Pharmaceuticals — Q3 2025 Earnings Presentation
17 slides from Syndax Pharmaceuticals's earnings presentation, Nov 3, 2025
Slide 1: Third Quarter Financial Results Presentation
Third Quarter Financial Results Presentation / November 3, 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: Strong 3Q25 commercial and portfolio execution position Syndax to reach profitability
Strong 3Q25 commercial and portfolio execution position Syndax to reach profitability and be first to the frontline setting with a menin inhibitor Revuforj FDA-approved for second indication on Oct 24, 2025 Revuforj added to NCCN Guidelines® for R/R NPM1m AML on Sept 18, 2025 23 Revuforj & Niktimvo
Slide 4: Strong 3Q25 Revuforj growth, even with a third of patients pausing
Strong 3Q25 Revuforj growth, even with a third of patients pausing Tx to proceed to stem cell transplant +12% q/q growth +25% q/q growth Cumulative since launch ~2,200 $32M 3Q25 3Q25 patient insights $88M ~850 Net revenue New patient starts ~750 ~250 TRx +25% q/q growth ~70% ~33% ~35-40% Revuforj is
Slide 5: Second Revuforj indication unlocks $2B U.S. market opportunity in R/R acute leukemia
Second Revuforj indication unlocks $2B U.S. market opportunity in R/R acute leukemia alone With the largest addressable population and anticipated duration of therapy, Revuforj is poised to become the largest targeted AML therapy R/R Acute Leukemia with KMT2A translocation R/R AML with NPM1m 1L “Unf
Slide 6: Revuforj expansion into R/R NPM1m AML is well underway
Revuforj expansion into R/R NPM1m AML is well underway, leveraging solid foundation Unmatched efficacy data across multiple patient subtypes Strong prescriber base & HCP familiarity Excellent payer support & reimbursement Proven track record of delivering for patients Competitive advantages
Slide 7: Robust 3Q25 Niktimvo growth reflects rapid uptake across U.S. bone marrow transplant centers
Robust 3Q25 Niktimvo growth reflects rapid uptake across U.S. bone marrow transplant centers Cumulative since launch 8,500 $45.8M +27% q/q growth 3Q25 3Q25 insights $96M ~4,500 Net revenue to INCY New patient starts 1,100 ~400 Infusions administered 3L+ 90% of pts. that started in Q1 remain on Tx mo
Slide 8: 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 cGVHD, chronic graft-versus-host disease; 1. Internal data on file; 2. SmartImmunology Insights cGVHD report March 2020; 3. SmartImmunology Insights IPF report Marc
Slide 9: First Revuforj real-world evidence highlights favorable tolerability and excellent activity
First Revuforj real-world evidence highlights favorable tolerability and excellent activity across genetic subtypes and settings Early efficacy data (median follow up: 3.97 months) Patients treated for morphologic disease/relapse (n=14) ORR 79% (11/14) MRD negativity among responders by flow KMT2Ar
Slide 10: SAVE trial: High rates of CR & MRD negativity in newly diagnosed AML
SAVE trial: High rates of CR & MRD negativity in newly diagnosed AML cohort treated with revumenib + venetoclax/oral HMA Demographics/characteristics in ND cohort (n=17) Age, median (range) 68 (60-83) NPM1m/KMT2Ar 11 (65%)/ 6 (35%) ELN22 risk Favorable 9 (53%) Intermediate 2 (12%) Adverse 6 (35%) AS
Slide 11: Two Phase 1 trials of revumenib with 7+3 in newly diagnosed AML
Two Phase 1 trials of revumenib with 7+3 in newly diagnosed AML show high activity, tolerability, and rapid count recovery Demographics & baseline characteristics (n=12) Age, median (range) 55 (26-72) Genetics, n 6 high risk NPM1m, 6 KMT2Ar Efficacy evaluable pts at DL1 or DL2* (n=9) CR 89% (8/9) CR
Slide 12: Revumenib post-HSCT well-tolerated in pediatric patients
Revumenib post-HSCT was well-tolerated with promising early efficacy in retrospective review of pediatric patients Safety overview (post-HSCT) Well-tolerated as post-HSCT maintenance in children; most common AE was thrombocytopenia (including two Gr 3 and one Gr 4, occurring primarily during first t
Slide 13: ASH abstracts highlight potential for long-term axatilimab use in cGVHD
ASH abstracts highlight the potential for long-term axatilimab use in R/R cGVHD and feasibility of combining with ruxolitinib in newly diagnosed cGVHD 44 pts were enrolled across 3 arms (axa+rux, rux, or corticosteroids) at the interim analysis Axatilimab + ruxolitinib in newly diagnosed cGVHD patie
Slide 14: 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 3Q25 Financial Results (Unaudited) Three Months Ended Sept 30 ($ in millions) 2025 2024 Product revenue, net 32.0 - Collaboration revenue, net 13.9 - Milestone and license revenue - 12.5 To
Slide 15: Two first- & best-in-class drugs
15 Two first- & best-in-class drugs $5B+ TAM $5B+ TAM Two exceptional product launches Syndax is on the road to profitability with two medicines with multi-billion-dollar potential
Slide 16: Fueled by a passion for patients
Lilah, diagnosed with R/R AML FUELED BY A PASSION FOR PATIENTS
Slide 17: Slide 17
Syndax Pharmaceuticals — Q3 2025 Earnings Presentation on 6ix