Syndax Pharmaceuticals (SNDX) Corporate presentation summary

Commercial performance and financial highlights

• Achieved $172.4M in total 2025 revenue, with Revuforj and Niktimvo contributing $124.8M and $151.6M, respectively, and strong quarter-over-quarter growth for both products.

• Ended 2025 with $394.1M in cash and equivalents, maintaining a stable expense outlook and guiding 2026 R&D and SG&A expenses to $400M, excluding $50M in stock option expense.

• On the path to profitability, with a robust balance sheet and growing revenues from two first- and best-in-class drugs.

Product portfolio and market opportunities

• Revuforj (revumenib) is FDA-approved for multiple acute leukemia subtypes, including R/R AML with KMT2A translocation and NPM1 mutation, unlocking a $2B+ TAM in R/R acute leukemia and $5B+ across R/R and 1L settings.

• Niktimvo (axatilimab-csfr) is the first and only CSF-1R-blocking antibody FDA-approved in ≥3L cGVHD, with a $2B initial U.S. market opportunity and ongoing trials for label and geographic expansion.

• Both drugs have demonstrated strong commercial launches, surpassing industry benchmarks and expanding prescriber bases.

Pipeline and clinical development

• Revuforj is positioned as a best-in-class, first-mover menin inhibitor, with ongoing pivotal 1L trials and real-world evidence supporting its use across the acute leukemia treatment continuum.

• Niktimvo is being evaluated in 1L cGVHD and idiopathic pulmonary fibrosis (IPF), with topline Phase 2 IPF data anticipated in 4Q26.

• Axatilimab shows promise in IPF by targeting CSF-1R, with preclinical and clinical evidence supporting antifibrotic activity.