Syndax(US:SNDX)2025-11-03 21:30Financial Performance & Growth - Syndax reported net product revenue of $32 million in 3Q25[3], representing a 25% quarter-over-quarter (q/q) growth in total prescriptions (TRx)[3, 4] - Collaboration revenue reached $139 million in 3Q25, with $13.9 million attributed to Syndax[3] - Niktimvo net revenue was $45.8 million in 3Q25, reflecting a 27% q/q growth[13] and collaboration revenue to Syndax was $13.9 million, up 48% q/q[13] - As of September 30, 2025, Syndax had $456 million in cash and equivalents[39] Revuforj Highlights - Revuforj achieved approximately 2,200 cumulative total prescriptions since launch[4] - Approximately 33% of KMT2A patients proceed to hematopoietic stem cell transplantation (HSCT)[4] - Approximately 70% of KMT2A use is in the 2L/3L setting[4] - Approximately 35-40% of KMT2A patients resume Revuforj post-HSCT[4] - Revuforj is positioned to potentially capture 40-45% of the addressable AML population[9] Niktimvo Highlights - Approximately 90% of patients who started Niktimvo treatment in Q1 remained on treatment[14] - Approximately 80% of U S bone marrow transplant centers have ordered Niktimvo[14] Market Opportunity - Revuforj's second indication unlocks a $2 billion+ U S market opportunity in relapsed/refractory (R/R) acute leukemia alone[6] - The initial Niktimvo indication represents a $2 billion U S market opportunity, with potential for expansion[15]