Syndax Pharmaceuticals, Inc. (SNDX) Presents at Barclays 28th Annual Global Healthcare Conference Transcript

SA Transcripts158.94K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Syndax Pharmaceuticals, Inc. (SNDX) Barclays 28th Annual Global Healthcare Conference March 12, 2026 11:00 AM EDT Company Participants Michael Metzger - CEO & DirectorKeith Goldan - CFO, Treasurer & Chief Accounting OfficerNicholas Botwood - Head of Research & Development and Chief Medical Officer Conference Call Participants Etzer Darout - Barclays Bank PLC, Research Division Presentation Etzer DaroutBarclays Bank PLC, Research Division Hello, again, everyone. My name is Etzer Darout. I'm one of the Senior Biotech analysts at Barclays. It's my pleasure to have Syndax Pharmaceuticals with us for our next fireside chat. With me today, I have Michael Metzger, Chief Executive Officer; Keith Goldan, Chief Financial Officer; and Nick Botwood Chief Medical Officer. Thank you, gentlemen, for joining me. Maybe Michael, just to kick us off for those less familiar with the story, maybe just provide an overview of Syndax and then we can jump into Q&A. Michael MetzgerCEO & Director Sure, happy to do so. Etzer, thank you for having us. Thank you to Barclays for kind invitation. Syndax is now a commercial-stage organization, a company focused in oncology, two leading products, one for acute AML and ALL in specific subsets, KMT2A, acute leukemia for adults and pediatrics as well as NPM1 acute leukemia. So these are, together, they cover about 50% of the market for acute leukemia, and that's a real step change in terms of what you can target as a modality. So these are a menin inhibitor to remind people the class of drugs. We are leading the class in terms of being first to market, also have best-in-class profile. So really important setup. We launched the drug in late '24, had a banner year last year in terms of sales, product is growing very nicely through the fourth quarter and into this year. So we're excited about the forward. We have