Syndax Pharmaceuticals (SNDX) H.C. Wainwright 28th Annual Global Investment Conference summary

Commercial performance and product updates

• Two commercial assets, Revuforj and Niktimvo, are both annualizing over $200 million in revenue, with Niktimvo closer to $240 million.

• Revuforj is approved for KMT2A-r acute leukemia and NPM1 mutated AML, covering both adults and pediatrics.

• Niktimvo is indicated for third-line plus chronic cGVHD and is co-promoted with a partner.

• Both drugs have extensive life cycle management programs, with near-term phase III readouts expected for axatilimab.

Real-world insights and clinical practice evolution

• Revuforj is increasingly used earlier in the AML treatment journey and often in combination with standard therapies, improving response rates.

• Up to 80% of patients are treated in combination, and nearly 50% proceed to stem cell transplant, with many receiving Revuforj as post-transplant maintenance.

• Recurring revenue from maintenance therapy is becoming the primary growth driver as more patients return for longer-term therapy.

Data generation and future clinical directions

• Commitment to generating real-world and prospective data to inform optimal use, including the MAINTAIN study for post-transplant maintenance.

• Upcoming data presentations from leading transplant centers will further inform best practices.

• Frontline studies (EVOLVE-2 and REVEAL) are designed to support accelerated and full approvals, focusing on endpoints like CRc and MRD clearance.