Syndax Pharmaceuticals Inc (SNDX)

Over the past six months, Syndax Pharmaceuticals, Inc.'s stock price has been impacted by several events. In October 2025, the FDA approved Revuforj for relapsed or refractory AML with a susceptible NPM1 mutation, boosting adoption and sales. In November 2025, the company reported Q3 earnings with an EPS of -$0.700 USD. In December 2025, Revuforj was named "Best New Drug at the Scrip Awards 2025." In January 2026, Syndax and World Orphan Drug Alliance launched an accessibility program for Revuforj outside the U.S. In February 2026, the company reported Q4 and full-year 2025 financial results with an EPS of -$0.780 USD and a 38% increase in Revuforj net revenue. In April 2026, the company reported Q1 2026 financial results with an EPS of -$0.480 USD, beating estimates, and reported over $100 million in combined sales of Revuforj and Niktimvo. In May 2026, Stifel raised its price target on Syndax shares to $46, while Jefferies lowered its price target to $37.

There is no explicit information indicating demand seasonality for Syndax Pharmaceuticals, Inc.'s products and services. The available data suggests consistent and growing demand, with strong and consistent new patient starts for its products, particularly Revuforj. The company anticipates continued strong growth with multiple drivers supporting the business.

Syndax Pharmaceuticals, Inc. is a commercial-stage biopharmaceutical company focused on developing cancer therapies within the Biotechnology industry. Their research-driven business model generates revenue through collaborations, partnerships, and licensing agreements. Major products include Revuforj (revumenib), an oral menin inhibitor for relapsed or refractory acute leukemia; Niktimvo (axatilimab-csfr), a monoclonal antibody for chronic graft-versus-host disease (GVHD); and Entinostat, a selective HDAC inhibitor in late-stage clinical trials.

Syndax Pharmaceuticals, Inc.'s activities are primarily anchored in the United States. The company's corporate headquarters are located in Waltham, Massachusetts, with another listed headquarters in New York, New York. Syndax is also working to expand access to Revuforj outside the U.S. through a multi-regional managed access program.

Syndax Pharmaceuticals has maintained a positive brand reputation, driven by the success and recognition of its key products. FDA approvals of Revuforj and Niktimvo, particularly the expanded label for Revuforj and its inclusion in NCCN guidelines, have enhanced the company's standing. Revuforj being named "Best New Drug at the Scrip Awards 2025" is a notable positive event. The company has reported robust demand and strong uptake for both Revuforj and Niktimvo, with combined sales exceeding $100 million in Q1 2026. Analysts generally maintain a "Buy" rating for Syndax Pharmaceuticals.

Syndax Pharmaceuticals, Inc. is primarily controlled by institutional investors, who hold the vast majority of shares. As of May 4, 2026, institutional shareholders hold 113.26% of the stock, while insiders hold 10.58%, and retail investors hold 0.00%. Major institutional owners include BlackRock, Inc., Kynam Capital Management, LP, and The Vanguard Group, Inc. MPM Bioventures IV Qp LP is noted as the largest individual shareholder, owning 2.17 million shares.