Syndax Pharmaceuticals, Inc. · NASDAQ:SNDX
Syndax Pharmaceuticals — Q2 2026 Earnings Presentation
16 slides from Syndax Pharmaceuticals's earnings presentation, Aug 4, 2026
Slide 1: Second Quarter 2026 Financial Results and Business Update
Second Quarter 2026 Financial Results and Business Update August 4, 2026 Exhibit 99.2
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 2Q26 results with multiple drivers for sustainable growth
Strong 2Q26 results with multiple drivers for sustainable growth 1. Patent protection into at least late 2030s for Revuforj and Niktimvo and at least 2040s for SNDX-4321 and SNDX-62122. y/y, year-over-year; IPF, idiopathic pulmonary fibrosis; cGVHD, chronic graft-versus-host disease; EGFRm NSCLC, EG
Slide 4: Strong 2Q26 Revuforj results with sixth consecutive quarter of double-digit growth
Strong 2Q26 Revuforj results with sixth consecutive quarter of double-digit net revenue and prescription growth TRx, total prescriptions; HSCT, hematopoietic stem cell transplant; Tx, treatment ~1,630 patients treated commercially since launch 2Q26 Revuforj results $54.7M net revenue >30% of 2Q26 ne
Slide 5: Strong fundamentals in place to drive Revuforj growth
Strong fundamentals in place to drive Revuforj growth Increasing average treatment duration driven by evolving clinical practice Used in early lines of R/R treatment and in combinations: ~75% of use in 2L/3L ~40% of use in combination ~50% of KMT2A patients proceed to HSCT and ~50% have resumed Tx t
Slide 6: Revuforj is positioned for success with an outstanding commercial foundation
Revuforj is positioned for success with an outstanding commercial foundation All covered lives includes all commercially covered lives plus Medicare and Medicaid lives. Excellent payer coverage with no meaningful barriers to access of all covered lives with formulary coverage for both Revuforj indic
Slide 7: Strong Niktimvo 2Q26 results driven by robust demand
Strong Niktimvo 2Q26 results driven by robust demand >300 2Q26 new patients ~5,750 2Q26 infusions administered Syndax records 50% of the Niktimvo net commercial profit, defined as net revenue (recorded by Incyte) minus the cost of sales and commercial expenses. $60.3M 2Q26 net revenue to INCY 67% gr
Slide 8: Niktimvo is positioned for continued growth and success in cGVHD
Niktimvo is positioned for continued growth and success in cGVHD Extended Tx Durations to Address Chronic Disease Broad Prescriber Base Strong Adoption in 4L with Growing Use in 3L cGVHD ~60-70% of patients stay on therapy for at least 12 months Strong Commercial Synergies Approx. one-third of 3L+ c
Slide 9: Recent medical meetings and publications highlight Syndax's scientific leadership in menin inhibition
Recent medical meetings and publications highlight Syndax’s scientific leadership in menin inhibition Presented 4 revumenib abstracts, including an oral presentation of post-HSCT maintenance data Presented 12 revumenib abstracts spanning multiple acute leukemia settings and subtypes Published first
Slide 10: A robust and growing pipeline of programs
R/R, relapsed or refractory; 1L, frontline; AML, acute myeloid leukemia; SOC, standard of care; MRD, measurable residual disease; cGVHD, chronic graft-versus-host disease; rux, ruxolitinib; IPF, idiopathic pulmonary fibrosis; NSCLC, non-small cell lung cancer. *Trials led by Incyte. Asset Setting Pr
Slide 11: Expanding our pipeline to fuel the next phase of innovation and growth
Expanding our pipeline to fuel the next phase of innovation and growth SNDX-4321 Next-generation menin inhibitor for myelofibrosis (MF) SNDX-62122 Novel, potentially disease-modifying mechanism in MF 1st candidate from our internally developed, wholly owned library of next-gen menin inhibitors Profi
Slide 12: Strong financial position with growing revenue and a robust balance sheet
Strong financial position with growing revenue and a robust balance sheet Financial Summary ($ in millions) Three Months Ended June 30 2026 2025 Product revenue, net 54.7 28.6 Collaboration revenue, net 18.1 9.4 Total revenues 72.8 38.0 Cost of product sales (3.2) (1.3) Research & development (R&D)
Slide 13: Well positioned for long-term growth with multiple blockbuster opportunities
Phase 2 readouts in IPF and 1L cGVHD in 4Q26 target new multi-billion-dollar opportunities Positioned to be 1st menin approved in 1L AML; peak annual net revenue in excess of $2B expected in the U.S. alone Two pipeline assets with best-in-class and blockbuster potential in EGFRm NSCLC and myelofibro
Slide 14: Multiple near-term catalysts and blockbuster opportunities
Acute Leukemia Advance global enrollment in pivotal 1L trials of revumenib New 1L, maintenance, real-world, and R/R revumenib data in 2H26 + beyond Publish R/R NUP98r data in 4Q26 Myelofibrosis Initiate Ph 1/2 proof-of-principle trial with revumenib in 4Q26; initial data 2H27 Submit IND and initiate
Slide 15: Fueled by a passion for patients
Sarah, diagnosed with R/R acute leukemia FUELED BY A PASSION FOR PATIENTS
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