Syndax Pharmaceuticals, Inc. · NASDAQ:SNDX
Syndax Pharmaceuticals — Q3 2026 Earnings Presentation
14 slides from Syndax Pharmaceuticals's earnings presentation, Nov 2, 2026
Slide 1: Third Quarter 2026 Financial Results and Business Update
November 2, 2026 Third Quarter 2026 Financial Results and Business Update Exhibit 99.2
Slide 2: Forward-looking statements disclosure
Forward-looking statements disclosure This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "will," "expect," "plan," "anticipate" and similar expressions (as well as other words or expressions referenci
Slide 3: Strong 3Q26 commercial growth and progress across our pipeline
Strong 3Q26 commercial growth and progress across our pipeline 3 1. Estimated peak annual U.S. net revenue potential is inclusive of anticipated frontline indications. Market share estimates based on prescription and claims data on file. y/y, year-over-year; q/q, quarter-over-quarter; Tx, treatment;
Slide 4: Double-digit q/q growth in Revuforj net revenue, new patients, and TRx
Double-digit q/q growth in Revuforj net revenue, new patients, and TRx TRx, total prescriptions; HSCT, hematopoietic stem cell transplant; Tx, treatment; q/q, quarter-over-quarter ~300 new patient starts 3Q26 results $60.7M net revenue ~1,700 total prescriptions ~100% growth vs. 3Q25 ~13% growth vs.
Slide 5: Revuforj's strong growth potential supported by multiple evolving Tx dynamics
Revuforj’s strong growth potential supported by multiple evolving Tx dynamics Continued use early in the R/R Tx paradigm and in combination Robust transplant rates observed in both R/R KMT2A and NPM1 % proceeding to HSCT % resuming Tx post-HSCT KMT2A ~50% ~60% NPM1 ~40% ~50% Growing adoption in R/R
Slide 6: Syndax is well positioned to continue driving growth in both Revuforj indications
Syndax is well positioned to continue driving growth in both Revuforj indications All covered lives includes all commercially covered lives plus Medicare and Medicaid lives. Excellent payer coverage with no meaningful barriers to access of all covered lives with formulary coverage for both Revuforj
Slide 7: Strong Niktimvo 3Q26 results driven by robust demand and solid persistency
Strong Niktimvo 3Q26 results driven by robust demand and solid persistency >300 3Q26 new patients ~6,350 3Q26 infusions administered Syndax records 50% of the Niktimvo net commercial profit, defined as net revenue (recorded by Incyte) minus the cost of sales and commercial expenses. $67.4M 3Q26 net
Slide 8: Pioneering menin inhibition with an industry-leading integrated evidence generation plan
Pioneering menin inhibition with an industry-leading integrated evidence generation plan Rev, revumenib; IC, intensive chemotherapy; 1L, frontline; R/R, relapsed or refractory; ven/aza, venetoclax and azacitidine; HMA, hypomethylating agent; HSCT, hematopoietic stem cell transplantation; gilt, gilte
Slide 9: Advancing multiple programs and novel assets targeting high unmet needs
Advancing multiple programs and novel assets targeting high unmet needs NSCLC, non-small cell lung cancer; MF, myelofibrosis; 1L, frontline + Multiple ongoing trials across the acute leukemia Tx continuum; positioned to be first to 1L AML SNDX-4321 Mutant-selective allosteric EGFR inhibitor for NSCL
Slide 10: Strong financial position with growing revenue and a robust balance sheet
Strong financial position with growing revenue and a robust balance sheet Financial Summary ($ in millions) Three Months Ended Sept 30 2026 2025 Product revenue, net 60.7 32.0 Collaboration revenue, net 22.6 13.9 Total revenues 83.3 45.9 Cost of product sales (14.0) (2.1) Research & development (R&D
Slide 11: Positioned to unlock blockbuster opportunities and build long-term value
Positioned to unlock blockbuster opportunities and build long-term value Proven ability to translate scientific discoveries into novel therapies, with three FDA approvals between two drugs and thousands of patients treated Fully integrated biotech with deep expertise and strong partnerships with lea
Slide 12: Multiple near-term catalysts and value-creating opportunities
Acute Leukemia Advance global enrollment in pivotal 1L trials of revumenib New 1L, maintenance, real-world, and MRD relapse data in 4Q26 + beyond Publish R/R NUP98r data in 4Q26 and submit publication to clinical guidelines Myelofibrosis Initiate Ph 1/2 proof-of-principle trial of revumenib in 4Q26;
Slide 13: Fueled by a passion for patients
Sarah, diagnosed with R/R acute leukemia FUELED BY A PASSION FOR PATIENTS
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