Syndax Pharma: Two Drug Launches Fuel Transformational Growth

Brendan O'Boyle2.81K FollowersFollow5ShareSavePlay(10min)Comment(1)SummarySyndax Pharma delivered robust Q4 2025 results, with sales of $68.7 million (+794.5% YoY), driven by Revuforj and Niktimvo.Revuforj's rapid commercialization and label expansion position SNDX to access a $5 billion+ AML market, with 1L Phase 3 trials as a major catalyst.Niktimvo's strong launch in GVHD and operational leverage support increasing collaboration revenue, with potential market doubling via frontline studies.I reiterate a "Strong Buy" rating as SNDX approaches profitability by 2027, supported by a solid balance sheet and significant TAM expansion opportunities. wildpixel/iStock via Getty Images Two weeks ago, Syndax Pharma (SNDX) reported Q4 2025 results with sales reaching $68.7 million (+794.5% YoY), substantially beating analyst estimates for the quarter by $3.95 million. Syndax has successfully transitioned to aThis article was written byBrendan O'Boyle2.81K FollowersFollowBrendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure: I/we have a beneficial long position in the shares of SNDX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The Author also has a beneficial long position in INCY.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.