Q3 25 EPS
$-0.70
BEAT +1.55%
Est. $-0.71
Q3 25 Revenue
$45.9M
MISS 4.38%
Est. $48.0M
vs S&P Since Q3 25
+56.7%
BEATING MARKET
SNDX +67.7% vs S&P +10.9%
Market Reaction
Did SNDX Beat Earnings? Q3 2025 Results
Syndax Pharmaceuticals delivered a mixed but broadly encouraging third quarter, narrowing its per-share loss to $0.70 against a consensus estimate of $0.71, a 1.55% beat, while revenue of $45.87 million fell 4.38% short of the $47.97 million analysts… Read more Syndax Pharmaceuticals delivered a mixed but broadly encouraging third quarter, narrowing its per-share loss to $0.70 against a consensus estimate of $0.71, a 1.55% beat, while revenue of $45.87 million fell 4.38% short of the $47.97 million analysts had expected. The top-line figure was nonetheless striking in context, representing a 267.0% year-over-year surge from the $12.50 million recorded when the company was still pre-commercial. The primary engine behind that growth was Revuforj, its first-in-class menin inhibitor, which generated $32.01 million in net product revenue and saw prescriptions climb 25% sequentially, while collaboration revenue from Niktimvo contributed an additional $13.86 million. Shares jumped roughly 14% following the report, with analysts tightening their loss-per-share outlook for 2026 to $1.25. Looking ahead, Syndax narrowed full-year operating expense guidance to $380 million to $385 million, and management said its $456.13 million cash position, combined with growing product revenue, positions the company to reach profitability without raising additional capital.
Key Takeaways
- • Revuforj net revenue grew 12% sequentially with total prescriptions up 25% quarter-over-quarter to approximately 850
- • Niktimvo net revenue grew 27% sequentially to $45.8 million with 80% of U.S. bone marrow transplant centers having ordered
- • FDA approval of Revuforj for second indication (R/R NPM1m AML) on October 24, 2025
- • Inclusion of revumenib in NCCN Guidelines for R/R NPM1m AML on September 18, 2025
- • R&D expenses declined due to absence of $15 million Niktimvo approval milestone payment from prior year and completion of registrational trial
- • 90% of Niktimvo patients who started in Q1 remain on therapy
SNDX YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
SNDX Revenue by Segment
With YoY comparisons, source: SEC Filings
“The third quarter was another remarkable period of commercial and pipeline execution for Syndax. Demand remained strong for Revuforj and Niktimvo with over $75 million in combined net sales for the quarter.”
— Michael A. Metzger, Q3 2025 Earnings Press Release
SNDX Earnings Trends
SNDX vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SNDX EPS Trend
Earnings per share: estimate vs actual
SNDX Revenue Trend
Quarterly revenue: estimate vs actual
SNDX Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $-0.59 | $-0.48 | +18.75% | $64.9M | -7.11% |
| Q4 25 MISS FY | $-0.58 | $-0.78 | -34.88% | $68.7M | +6.15% |
| FY Full Year | — | $-3.29 | — | $172.4M | — |
| Q3 25 BEAT | $-0.71 | $-0.70 | +1.55% | $45.9M | -4.38% |
| Q2 25 BEAT | $-1.01 | $-0.83 | +17.50% | $38.0M | +42.48% |
| Q1 25 BEAT | $-1.27 | $-0.98 | +23.04% | $20.0M | +23.87% |