Q3 2025 Syndax Pharmaceuticals Inc Earnings Call Transcript

Nov 3, 2025 / 09:30 PM GMT

Release Date Price: $13.76 (+0.44%)

Transcript 10-Q8-K

Key Points

Positve

Syndax Pharmaceuticals Inc (SNDX) reported a strong 21% growth in total revenue for the third quarter, reaching $45.9 million.
Revvvi Forge and Nick Timbo, both first and best in class medicines, are showing robust patient uptake and sustained long-term growth potential.
Revvvi Forge has been added to the NCCN guidelines and received FDA approval for relapse refractory MPM1 mutated AML, significantly expanding its addressable patient population.
Nick Timbo's net revenue increased by 27% over the prior quarter, with the product annualizing at nearly $200 million.
Syndax Pharmaceuticals Inc (SNDX) maintains a strong financial position with $456 million in cash and investments, and is on track to reach profitability with current funds on hand.

Negative

Approximately a third of patients temporarily paused treatment with Revvvi Forge to receive a stem cell transplant, impacting revenue growth.
The increase in gross-to-net adjustments due to higher 340B business and Medicare/Medicaid exposure affected net sales growth.
There is a potential challenge in maintaining the momentum of patient restarts post-transplant, with only 35-40% of patients resuming Revvvi Forge therapy.
The competitive landscape for MPM1 may present challenges, as the market is larger and could face competition.
The safety profile of Revvvi Forge includes a black box warning for torsades de pointes, which may require careful management in the frontline setting.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SNDX.OQ - Syndax Pharmaceuticals Inc
Q3 2025 Syndax Pharmaceuticals Inc Earnings Call
Nov 03, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day everyone, and welcome to the SINAX 3rd quarter 2025 earnings conference call. Today's call is being recorded. If you would like to ask a question following the company's prepared remarks, please press 5 during the call. At this time, I would like to turn the call over to Sharon Clary, head of investor relations at SINax Pharmaceuticals.

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Unidentified_2 [2]
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Thank you, operator. Welcome and thank you all for joining us today for a review of Senda's 3rd quarter 2025 financial and operating results. I'm Sharon Clary with me this

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