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Dec 31, 2021

Syndax Q4 2021 Earnings Report

Reported financial results for the fourth quarter ended December 31, 2021.

Key Takeaways

Syndax Pharmaceuticals reported a net profit attributable to common stockholders of $96.2 million or $1.81 per share for the three months ended December 31, 2021. The company's pipeline development remains on track, with topline data expected from pivotal programs starting in the first half of 2023.

Enrollment remains on track for pivotal programs of SNDX-5613 and axatilimab; topline data expected starting in the first half of 2023

Initiation of three new trials of SNDX-5613 in NPM1 and MLLr acute leukemias, including in the first-line and maintenance settings, expected in 1H22

Closing of the agreement triggered a $117 million upfront payment by Incyte to Syndax, as well as Incyte’s $35 million equity investment in Syndax.

License revenue for the fourth quarter 2021 increased to $126.6 million from $0.4 million due to revenue related to the license and collaboration agreement with Incyte and the termination of the Company’s license agreement with KKC.

Total Revenue
$127M
Previous year: $380K
+33209.5%
EPS
$1.81
Previous year: -$0.44
-511.4%
$23.9M
Previous year: $15.5M
+54.0%
$6.93M
Previous year: $4.72M
+46.8%
Gross Profit
$126M
Previous year: $379K
+33265.4%
Cash and Equivalents
$440M
Previous year: $293M
+50.1%
Free Cash Flow
$101M
Previous year: -$15.6M
-743.5%
Total Assets
$450M
Previous year: $301M
+49.6%

Syndax

Syndax

Forward Guidance

For the first quarter of 2022, research and development expenses are expected to be $30 to $35 million, and total operating expenses are expected to be $38 to $42 million. For the full year of 2022, research and development expenses are expected to be $130 to $140 million, and total operating expenses are expected to be $160 to $170 million. This does not include any potential cost offsets due to the Incyte collaboration.