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Syndax Pharmaceuticals (SNDX) investor relations material
Syndax Pharmaceuticals Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business highlights and product launches
Two commercial products launched: Revuforj (for AML/ALL) and Niktimvo (for chronic GVHD), both showing strong uptake and performance in their first year.
Revuforj expanded its label to include NPM1, now covering 40-50% of AML/ALL patients, with significant off-label use and positive physician feedback.
Niktimvo is dominating the fourth-line GVHD setting and expanding into third-line, with high patient persistency and robust commercial growth.
Both products are supported by a unified field force and target overlapping physician audiences, optimizing commercial execution.
The company sees a $2 billion opportunity in relapsed/refractory settings, with potential to expand further as indications grow.
Clinical data and physician feedback
Revuforj demonstrates a 50% overall response rate, with rapid tumor clearance and extended remission, especially valued in an efficacy-driven market.
Duration of response for NPM1 patients reaches up to 23 months, and the drug is well tolerated with flexible dosing options.
Physicians report no change in prescribing behavior after the addition of a QT monitoring requirement, as such monitoring is routine.
About one-third of KMT2A patients receive a transplant, with 35-40% returning for maintenance therapy; these numbers are expected to rise.
Niktimvo shows long-term patient retention, with some on therapy for up to three years, and strong support for its efficacy and tolerability.
Pipeline, studies, and future opportunities
Revuforj is being studied in frontline AML/ALL settings, with pivotal Evolve and Reveal trials underway, aiming for accelerated and full approvals.
Early data in frontline combinations (Venaza and 7+3) show high response and MRD rates, with further updates expected at ASH.
Niktimvo is being advanced in earlier GVHD lines and in combination with steroids and Jakafi, with data expected in 2026-2027.
A phase 2 trial for Niktimvo in IPF is enrolling well, with data anticipated in the second half of next year and a large market opportunity identified.
Over 20 ASH presentations are planned, including real-world evidence and pivotal study follow-ups for both products.
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