Syndax Pharmaceuticals Reports Q4 Earnings and 2026 Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy SNDX?
Source: seekingalpha
- Earnings Report: Syndax Pharmaceuticals reported a Q4 GAAP EPS of -$0.78, missing expectations by $0.23, indicating challenges in profitability that may affect investor confidence.
- Revenue Surge: The company achieved Q4 revenue of $68.7 million, a staggering 794.5% increase year-over-year, surpassing estimates by $3.95 million, reflecting significant market acceptance of its products and laying a foundation for future growth.
- Expense Forecast: Syndax anticipates total research and development plus selling, general, and administrative expenses to reach approximately $400 million in 2026, excluding an estimated $50 million in non-cash stock compensation, which could exert pressure on the company's cash flow.
- Market Outlook: Despite profitability challenges, Syndax's early market performance signals continued growth potential, particularly with product launches in 2026, which may attract increased investor interest.
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Analyst Views on SNDX
Wall Street analysts forecast SNDX stock price to rise
10 Analyst Rating
10 Buy
0 Hold
0 Sell
Strong Buy
Current: 20.670
Low
27.00
Averages
39.11
High
56.00
Current: 20.670
Low
27.00
Averages
39.11
High
56.00
About SNDX
Syndax Pharmaceuticals, Inc. is a commercial-stage biopharmaceutical company. It is focused on developing a pipeline of cancer therapies. Its product candidates include Revuforj and Niktimvo. It is developing Revuforj, a potent, selective, small molecule inhibitor of the menin-MLL binding interaction for the treatment of KMT2A rearranged also known as mixed lineage leukemia rearranged, acute leukemias including acute lymphoblastic leukemia and acute myeloid leukemia (AML), and necleophosmin 1, also known as NPM1, mutant AML. It is also exploring the use of Revuforj as a treatment in solid tumors, specifically its activity in metastatic colorectal cancer. It is also developing Niktimvo, a monoclonal antibody that blocks the colony stimulating factor 1 receptor (CSF-1R) in chronic graft-versus-host disease (cGVHD), as well as idiopathic pulmonary fibrosis. Entinostat is its oral, small molecule product candidate that has direct effects on both cancer cells and immune regulatory cells.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Syndax Pharma Reports Q4 Loss and Revenue Surge
- Financial Performance: Syndax Pharma reported a Q4 net loss of $68.01 million, or $0.78 per share, which is an improvement from last year's loss of $94.17 million and $1.10 per share, indicating progress in loss control.
- Revenue Surge: The company's Q4 revenue soared to $68.73 million, a staggering 794.9% increase from $7.68 million last year, reflecting strong product sales and market demand recovery, potentially laying the groundwork for future profitability.
- Improved Profitability: Although still in the red, the reduced loss compared to last year suggests that Syndax Pharma has made strides in cost management and operational efficiency, which may attract more investor interest in its growth potential.
- Market Outlook: With rapid revenue growth and shrinking losses, Syndax Pharma's competitive position in the biopharmaceutical sector is expected to strengthen, particularly in new product launches and market expansion, potentially leading to greater market share.
See More
Syndax (SNDX) Q4 2025 Earnings Call Transcript
See More
Syndax Pharmaceuticals Q4 2025 Earnings Call Highlights
- Significant Revenue Growth: Syndax Pharmaceuticals reported total revenue of $172.4 million for 2025, with Revuforj net revenue reaching $124.8 million, reflecting a 38% year-over-year increase, indicating strong market demand and product uptake that is expected to drive continued growth.
- Outstanding Niktimvo Performance: Niktimvo generated $152 million in net revenue in the first 11 months of 2025, surpassing the benchmark set by Sanofi's REZUROCK, demonstrating Syndax's competitive edge and rapid market share expansion in the new drug sector.
- Sustained R&D Investment: With $394 million in cash and equivalents at the end of 2025, the company is well-positioned to meet its funding needs for future R&D and market expansion, supporting its strategic goal of targeting a total addressable market exceeding $10 billion.
- Clinical Trial Progress: Enrollment for the MAXPIRe Phase II trial has been completed, with topline data expected in Q4 2026, which will provide critical data support for the company's further development in specific disease areas.
See More
Syndax Pharmaceuticals Reports Q4 Earnings and 2026 Outlook
- Earnings Report: Syndax Pharmaceuticals reported a Q4 GAAP EPS of -$0.78, missing expectations by $0.23, indicating challenges in profitability that may affect investor confidence.
- Revenue Surge: The company achieved Q4 revenue of $68.7 million, a staggering 794.5% increase year-over-year, surpassing estimates by $3.95 million, reflecting significant market acceptance of its products and laying a foundation for future growth.
- Expense Forecast: Syndax anticipates total research and development plus selling, general, and administrative expenses to reach approximately $400 million in 2026, excluding an estimated $50 million in non-cash stock compensation, which could exert pressure on the company's cash flow.
- Market Outlook: Despite profitability challenges, Syndax's early market performance signals continued growth potential, particularly with product launches in 2026, which may attract increased investor interest.
See More
Syndax Pharmaceuticals Q4 Earnings Preview
- Earnings Announcement Date: Syndax Pharmaceuticals (SNDX) is set to announce its Q4 earnings on February 26th after market close, with a consensus EPS estimate of -$0.58, reflecting a 47.3% year-over-year improvement, indicating potential profitability enhancement.
- Significant Revenue Growth Expected: The anticipated revenue for Q4 is $64.75 million, representing a staggering 743.1% year-over-year increase, which underscores the company's remarkable growth in market demand and product sales, potentially bolstering investor confidence.
- Performance Beat Record: Over the past year, SNDX has beaten EPS estimates 50% of the time and revenue estimates 25% of the time, suggesting a degree of stability in financial performance and potential upside for investors.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen four upward revisions and two downward adjustments, while revenue estimates have experienced four upward revisions and one downward, reflecting fluctuations in analyst confidence regarding the company's future performance, which may influence investor decisions.
See More
Syndax Partners with WODA to Expand Access to Revuforj in Multiple Regions
- Global Access Program: Syndax collaborates with WODA to launch a Managed Access Program aimed at expanding access to Revuforj in regions like Eurasia, the Middle East, Latin America, and Africa, potentially benefiting thousands of patients.
- Physician Experience Accumulation: This program not only provides a pathway for patients to access Revuforj but also allows more physicians to gain firsthand experience with the drug, supporting the long-term goal of establishing Revuforj as a standard treatment globally.
- FDA Approval Context: Revuforj is FDA-approved in the U.S. for treating difficult-to-treat acute leukemia, highlighting its significance in blood cancer treatment and expected to enhance Syndax's competitiveness in the global market.
- Role of WODA: WODA will provide Revuforj in over 150 countries, ensuring compliant and patient-focused distribution, further strengthening Syndax's influence in the global drug access landscape.
See More
Syndax Pharma Reports Q4 Loss and Revenue Surge
- Financial Performance: Syndax Pharma reported a Q4 net loss of $68.01 million, or $0.78 per share, which is an improvement from last year's loss of $94.17 million and $1.10 per share, indicating progress in loss control.
- Revenue Surge: The company's Q4 revenue soared to $68.73 million, a staggering 794.9% increase from $7.68 million last year, reflecting strong product sales and market demand recovery, potentially laying the groundwork for future profitability.
- Improved Profitability: Although still in the red, the reduced loss compared to last year suggests that Syndax Pharma has made strides in cost management and operational efficiency, which may attract more investor interest in its growth potential.
- Market Outlook: With rapid revenue growth and shrinking losses, Syndax Pharma's competitive position in the biopharmaceutical sector is expected to strengthen, particularly in new product launches and market expansion, potentially leading to greater market share.
See More
Syndax (SNDX) Q4 2025 Earnings Call Transcript
See More
Syndax Pharmaceuticals Q4 2025 Earnings Call Highlights
- Significant Revenue Growth: Syndax Pharmaceuticals reported total revenue of $172.4 million for 2025, with Revuforj net revenue reaching $124.8 million, reflecting a 38% year-over-year increase, indicating strong market demand and product uptake that is expected to drive continued growth.
- Outstanding Niktimvo Performance: Niktimvo generated $152 million in net revenue in the first 11 months of 2025, surpassing the benchmark set by Sanofi's REZUROCK, demonstrating Syndax's competitive edge and rapid market share expansion in the new drug sector.
- Sustained R&D Investment: With $394 million in cash and equivalents at the end of 2025, the company is well-positioned to meet its funding needs for future R&D and market expansion, supporting its strategic goal of targeting a total addressable market exceeding $10 billion.
- Clinical Trial Progress: Enrollment for the MAXPIRe Phase II trial has been completed, with topline data expected in Q4 2026, which will provide critical data support for the company's further development in specific disease areas.
See More
Syndax Pharmaceuticals Reports Q4 Earnings and 2026 Outlook
- Earnings Report: Syndax Pharmaceuticals reported a Q4 GAAP EPS of -$0.78, missing expectations by $0.23, indicating challenges in profitability that may affect investor confidence.
- Revenue Surge: The company achieved Q4 revenue of $68.7 million, a staggering 794.5% increase year-over-year, surpassing estimates by $3.95 million, reflecting significant market acceptance of its products and laying a foundation for future growth.
- Expense Forecast: Syndax anticipates total research and development plus selling, general, and administrative expenses to reach approximately $400 million in 2026, excluding an estimated $50 million in non-cash stock compensation, which could exert pressure on the company's cash flow.
- Market Outlook: Despite profitability challenges, Syndax's early market performance signals continued growth potential, particularly with product launches in 2026, which may attract increased investor interest.
See More
Syndax Pharmaceuticals Q4 Earnings Preview
- Earnings Announcement Date: Syndax Pharmaceuticals (SNDX) is set to announce its Q4 earnings on February 26th after market close, with a consensus EPS estimate of -$0.58, reflecting a 47.3% year-over-year improvement, indicating potential profitability enhancement.
- Significant Revenue Growth Expected: The anticipated revenue for Q4 is $64.75 million, representing a staggering 743.1% year-over-year increase, which underscores the company's remarkable growth in market demand and product sales, potentially bolstering investor confidence.
- Performance Beat Record: Over the past year, SNDX has beaten EPS estimates 50% of the time and revenue estimates 25% of the time, suggesting a degree of stability in financial performance and potential upside for investors.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen four upward revisions and two downward adjustments, while revenue estimates have experienced four upward revisions and one downward, reflecting fluctuations in analyst confidence regarding the company's future performance, which may influence investor decisions.
See More
Syndax Partners with WODA to Expand Access to Revuforj in Multiple Regions
- Global Access Program: Syndax collaborates with WODA to launch a Managed Access Program aimed at expanding access to Revuforj in regions like Eurasia, the Middle East, Latin America, and Africa, potentially benefiting thousands of patients.
- Physician Experience Accumulation: This program not only provides a pathway for patients to access Revuforj but also allows more physicians to gain firsthand experience with the drug, supporting the long-term goal of establishing Revuforj as a standard treatment globally.
- FDA Approval Context: Revuforj is FDA-approved in the U.S. for treating difficult-to-treat acute leukemia, highlighting its significance in blood cancer treatment and expected to enhance Syndax's competitiveness in the global market.
- Role of WODA: WODA will provide Revuforj in over 150 countries, ensuring compliant and patient-focused distribution, further strengthening Syndax's influence in the global drug access landscape.
See More
