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Dec 31, 2024

Syndax Q4 2024 Earnings Report

Syndax reported a net loss in Q4 2024 despite a strong launch for Revuforj and the introduction of Niktimvo.

Key Takeaways

Syndax Pharmaceuticals saw its first product revenue of $7.7M from Revuforj in Q4 2024, following its launch in November. However, the company reported a net loss of $94.2M, reflecting high R&D and SG&A expenses. The company maintains a strong cash position of $692.4M, which is expected to fund operations until profitability.

Revuforj generated $7.7M in revenue within its first five weeks of launch.

Net loss widened to $94.2M due to increased R&D and SG&A expenses.

Cash and investments totaled $692.4M, supporting long-term growth.

Niktimvo was launched in January, expanding the company's commercial portfolio.

Total Revenue
$7.68M
0
EPS
-$1.1
Previous year: -$1
+10.0%
$65.5M
Previous year: $55.1M
+18.9%
$37.7M
Previous year: $22.8M
+65.5%
Total Operating Expenses
$104M
Cash and Equivalents
$692M
Previous year: $601M
+15.3%
Total Assets
$725M
Previous year: $613M
+18.3%

Syndax

Syndax

Syndax Revenue by Segment

Forward Guidance

Syndax expects continued growth with Revuforj and Niktimvo but anticipates high R&D and SG&A expenses in 2025.

Positive Outlook

  • Revuforj's revenue expected to grow with broader adoption.
  • Niktimvo's launch expands Syndax's commercial footprint.
  • Strong cash reserves expected to support operations until profitability.
  • Additional clinical trials for Revuforj and Niktimvo underway.
  • sNDA filing for revumenib in R/R mNPM1 AML planned for Q2 2025.

Challenges Ahead

  • Continued high R&D expenses projected for 2025.
  • SG&A costs expected to remain elevated due to commercialization efforts.
  • No revenue guidance provided for 2025.
  • Potential delay in FDA approval processes.
  • Market adoption of new therapies remains uncertain.