Brendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure:I/we ...

Core Insights - Syndax Pharmaceuticals' Revuforj® (revumenib) was awarded Best New Drug at the Scrip Awards 2025, highlighting its significance in pharmaceutical development [1][3] - Revuforj is a first-in-class menin inhibitor, recently approved by the FDA for treating relapsed or refractory acute leukemia with specific genetic mutations [2][4] Company Overview - Syndax Pharmaceuticals is a commercial-stage biopharmaceutical company focused on innovative cancer therapies, including Revuforj and Niktimvo™ [22] - The company is committed to advancing cancer care through its pipeline and ongoing clinical trials [22] Product Details - Revuforj is FDA approved for treating relapsed or refractory acute leukemia with KMT2A translocation and acute myeloid leukemia with NPM1 mutation in patients aged one year and older [2][4] - The drug has received Orphan Drug Designation and Fast Track designation from the FDA, indicating its potential in treating serious conditions [6] Clinical Trials and Future Prospects - Multiple clinical trials for Revuforj are ongoing or planned, including studies in combination with standard therapies for newly diagnosed patients [5] - The company aims to unlock the full potential of its pipeline through continued research and development efforts [22]

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ConversationMichael MetzgerCEO & Director Good morning, everyone. So thanks for joining today. We're excited to be here at ASH. Really exciting agenda today to walk through. And I'll start by making some opening remarks, and then we'll turn it over to our 4 esteemed thought leaders and PIs on our clinical trials. We're excited to have them here today, and I'll introduce them. So these are the doctors, who have been working on our trials and helping us advance our programs for quite some time and making a d ...

Syndax Pharmaceuticals Update Summary Company Overview - **Company**: Syndax Pharmaceuticals (NasdaqGS: SNDX) - **Focus**: Development and commercialization of innovative therapies for cancer, specifically targeting chronic graft-versus-host disease (GVHD) and acute leukemia Key Products - **Niktimvo**: - Indicated for chronic GVHD in the third line and beyond - Total addressable market of approximately $2 billion in the U.S. - Achieved $96 million in net sales since launch, with annualized sales projected at $200 million within the first eight months - First and only CSF1R blocking antibody approved for chronic GVHD - 80% of patients who started treatment have remained on it - **Revuforj**: - First menin inhibitor approved for multiple acute leukemia subtypes - Total addressable market exceeding $5 billion - Generated $88 million in net revenue as of Q3, with a 25% growth in total prescriptions and new patient starts over 2020 - 50% penetration of the 2,000 incidence market for KMT2A patients expected by year-end Clinical Developments - **Clinical Trials**: - Extensive development programs for both Niktimvo and Revuforj, with ongoing trials aimed at expanding indications and improving treatment paradigms - Trials underway for Niktimvo in combination with Jakafi and steroids to address chronic GVHD in frontline settings - Revuforj positioned for long-term growth with ongoing trials in newly diagnosed patients - **Data Presentations**: - 23 presentations at ASH, including three oral presentations for Revuforj and nine poster presentations - Highlighted the breadth of data supporting both products, showcasing efficacy and safety profiles Market Position and Strategy - **Market Opportunity**: - Syndax is targeting a combined total addressable market of $10 billion with its two key products - The company aims to build multi-billion-dollar franchises with both Niktimvo and Revuforj - **Commercial Strategy**: - Engaged extensively with healthcare professionals (HCPs) through over 100 meetings and educational opportunities - Positive feedback on product profiles and commercial presence at industry events Financial Outlook - **Revenue Growth**: - Both products are expected to contribute significantly to revenue, with a path to profitability anticipated in the coming years - Stable expense guidance provided, indicating a sustainable growth engine Additional Insights - **Patient Treatment Dynamics**: - High percentage of patients transitioning to post-transplant maintenance treatment, indicating strong physician interest in long-term management strategies - Emphasis on the importance of maintaining treatment duration and dose intensity for chronic GVHD patients - **Safety and Efficacy**: - Long-term safety data supports the use of axatilimab (Niktimvo) for extended periods, with no new safety concerns identified - Ongoing studies aim to explore the potential of moving effective agents into frontline therapy to improve patient outcomes - **Future Directions**: - Continued focus on expanding indications and improving treatment protocols for chronic GVHD and acute leukemia - Anticipation of further data releases and updates on clinical trials to inform treatment strategies and market positioning This summary encapsulates the key points from the Syndax Pharmaceuticals update, highlighting the company's strategic focus, product performance, clinical developments, and market outlook.

Core Insights - Syndax Pharmaceuticals presented new data on Revuforj (revumenib) at the 67th ASH Annual Meeting, highlighting its efficacy and safety in treating acute leukemia, particularly in patients with NPM1m, KMT2Ar, and NUP98r mutations [1][2][3] Efficacy and Safety Data - The overall response rate (ORR) for revumenib was reported at 77% (10/13) in a retrospective review, with a complete remission (CR) rate of 31% (4/13) and 75% (9/12) achieving measurable residual disease (MRD) negativity [1][4][5] - In a Phase 2 SAVE trial, the ORR was 86% (18/21) and the CR rate was 76% (16/21), with 100% MRD negativity among responders [6][11] - Revumenib demonstrated a favorable safety profile, with only 24% (4/17) experiencing Grade 3 or 4 non-hematological adverse events, and low rates of dose reductions and discontinuations at 6% each [5][13] Clinical Trials and Future Directions - Syndax has initiated pivotal frontline trials for revumenib in patients unfit for intensive chemotherapy and in fit patients, aiming to expand clinical data supporting its use [2][23] - Multiple ongoing and planned trials are evaluating revumenib in combination with standard therapies for newly diagnosed patients with specific genetic mutations [22][23] Pediatric Applications - A retrospective review of revumenib as post-HSCT maintenance in children showed that all ten patients were alive at a median follow-up of 19 months, with a 90% relapse-free survival rate [7][8] Company Overview - Syndax Pharmaceuticals is focused on advancing innovative cancer therapies, with Revuforj being a first-in-class menin inhibitor approved for treating relapsed or refractory acute leukemia [22][40]

Summary of Syndax Pharmaceuticals FY Conference Call Company Overview - **Company**: Syndax Pharmaceuticals (NasdaqGS: SNDX) - **Focus**: Oncology, specifically treatments for acute leukemia and chronic graft-versus-host disease (GVHD) Key Points Industry and Product Launches - **Product Launches**: Syndax has launched two drugs in 2025: Revuforj for acute leukemia and Niktimvo for chronic GVHD [2][3] - **Revuforj**: Recently approved for a second indication (NPM1) in addition to KMT2A, now covering approximately 50% of the patient population in acute leukemia [2][3] - **Niktimvo**: Targets chronic GVHD with a new mechanism of action (CSF1R inhibitor), providing anti-fibrotic and anti-inflammatory benefits [3][4] Market Dynamics and Adoption - **Rapid Adoption**: The launch of Revuforj has set new industry benchmarks, with a significant increase in transplant rates from 5% to approximately 30% for KMT2A patients [5][6][12] - **Patient Population**: The KMT2A indication primarily affects younger patients with high unmet medical needs, leading to strong demand for Revuforj [5][6] - **Market Penetration**: Expected to reach 50% penetration in the KMT2A patient population of about 2,000 by year-end, with potential to grow to 80%-90% [14][16] Clinical Trials and Future Prospects - **Clinical Trials**: Ongoing trials for first-line treatments combining Revuforj with standard therapies (Ven-Aza and chemotherapy) [22][25] - **Data Presentation**: 23 presentations planned at ASH, covering real-world data and combination therapies [27][28] GVHD Market Dynamics - **Competitive Landscape**: Niktimvo is competing with Sanofi's Rezurock, with Syndax tracking closely in sales performance [32] - **Market Expansion**: Potential to expand the patient population from 6,500 to 15,000-17,000 by combining with other therapies [33] Financial Outlook - **Path to Profitability**: Syndax aims for significant revenue growth from both products, with $456 million in cash available for development and operational needs [38][40] - **Analyst Sentiment**: There is variability in analyst consensus regarding revenue evolution and profitability, but the company believes its efficient model and dual product focus will drive profitability [39][40] Additional Insights - **Long-term Treatment**: Patients on Niktimvo are expected to stay on therapy for multiple years, with over 80% persistency observed since launch [35][36] - **Physician Engagement**: Strong engagement with physicians through guidelines and real-world data is enhancing adoption rates for both drugs [20][21] This summary encapsulates the key insights from the Syndax Pharmaceuticals FY Conference Call, highlighting the company's strategic positioning, product performance, and future growth potential in the oncology market.

Core Insights - Syndax Pharmaceuticals is a commercial-stage biopharmaceutical company focused on innovative cancer therapies [3] - The CEO, Michael A. Metzger, will participate in a fireside chat at the 8th Annual Evercore Healthcare Conference on December 4, 2025 [1] - A live webcast of the event will be available on the company's website, along with a replay for a limited time [2] Company Overview - Syndax's pipeline includes FDA-approved therapies such as Revuforj (revumenib), a menin inhibitor, and Niktimvo™ (axatilimab-csfr), a monoclonal antibody targeting the CSF-1 receptor [3] - The company is committed to advancing cancer care and is conducting several clinical trials across various treatment stages [3]

Core Insights - Syndax Pharmaceuticals (SNDX) reported a GAAP EPS loss of -$0.70 for 3Q25, which was better than estimates by $0.04 [1] - The company's revenue for the quarter was approximately $45.9 million, slightly missing expectations by $2.07 million, but showing a significant year-over-year increase of 267% [1] Financial Performance - The GAAP EPS loss of -$0.70 indicates a narrower loss than anticipated, suggesting potential operational improvements or cost management [1] - Revenue growth of 267% year-over-year highlights strong performance, although the slight miss against expectations may warrant further analysis of market conditions or sales strategies [1] Industry Context - The biotechnology sector is characterized by high volatility and potential for significant returns, driven by breakthrough scientific advancements [1] - Companies in this space must balance rigorous scientific evaluation with financial fundamentals to identify viable investment opportunities [1]

Core Insights - Syndax Pharmaceuticals Inc. is identified as a promising stock with significant upside potential, with Barclays raising its price target from $22 to $35 while maintaining an Overweight rating [1][3] Financial Performance - In Q3 2025, Syndax reported total revenue of $45.9 million, reflecting a 21% sequential growth driven by two key products: Revvvi Forge and Nick Timbo [2][3] - Nick Timbo experienced a net revenue increase of 27% compared to the previous quarter, with an annualized revenue of approximately $200 million [3] Product Development and Market Position - Revvvi Forge is expanding its addressable market following FDA approval for relapse-refractory NPM1-mutated AML, in addition to its initial indication for KMT2A-rearranged acute leukemia [3] - The inclusion of Revvvi Forge in the NCCN guidelines has further solidified its position in the treatment landscape [3]