earnings
confidence high
sentiment positive
materiality 0.70
Syndax Q2 2026 revenue $72.8M; Revuforj net revenue $54.7M (+91% YoY); Niktimvo $60.3M (+67%)
Syndax Pharmaceuticals Inc
- Total revenue $72.8M (Revuforj $54.7M, Niktimvo collaboration $18.1M); H1 2026 net loss $49.4M vs $71.8M prior year.
- Cash $575.1M; expects profitability; full-year 2026 R&D+SG&A ~$400M excl. $50M stock comp.
- Pipeline expanded: SNDX-4321 (allosteric EGFR inhibitor for NSCLC) IND by end 2026; SNDX-62122 (menin inhibitor for MF) IND in 2027.
- Topline data expected in 4Q26 from Phase 2 trials of axatilimab in IPF and frontline cGVHD.
- Revuforj prescriptions ~1,500 in Q2 (+121% YoY); average treatment duration increasing.