NASDAQ$SNDX

Syndax Pharmaceuticals Inc · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Syndax reported first quarter results and provided a clinical and business update.

Syndax Pharmaceuticals reported its Q1 2020 financial results, highlighting key data readouts expected across its portfolio, including the anticipation of the final overall survival readout from the E2112 trial and initial Phase 1 data from the AUGMENT-101 trial of SNDX-5613.

  • Final OS analysis for Phase 3 E2112 trial in HR+, HER2- metastatic breast cancer expected this quarter; potential NDA filing later this year.
  • Preliminary Phase 1 results from AUGMENT-101 trial of menin inhibitor SNDX-5613 represent first clinical evidence that inhibition of the menin-MLL1 interaction can induce response in patients with MLL-r acute leukemias.
  • Recently completed a follow-on offering with net proceeds of $93.7M.
  • Company anticipates the E2112 trial will reach 410 death events this quarter, which will trigger the final overall survival (OS) analysis.

Headline financials

Total Revenue

$379K

Previous: $379K+0.0%
EPS (adj)

-$0.56

Previous: -$0.53-5.7%
R&D Expenses

$9.56M

Previous: $11.3M-15.2%
SG&A Expenses

$5.92M

Previous: $3.91M+51.3%
Free Cash Flow

-$15.2M

Previous: -$14.5M-5.3%
Net Income

-$15.2M

Previous: -$14.3M-6.5%
Operating Income

-$15.1M

Previous: -$14.8M-2.0%
Gross Profit

$0.00

Previous: $0.00
Cash & Equivalents

$44.6M

No prior period
Total Assets

$105M

No prior period

Revenue & EPS history

Syndax · Revenue · Quarterly

$379K

Q1 2020+0%vs Q1 2019
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Forward guidance

The Company provided operating expense guidance for the second quarter of 2020, expecting R&D expenses to be $12 to $14 million and total operating expenses to be $18 to $20 million. They expect to end the second quarter with approximately $175 million of cash.

Tailwinds

  • Research and development (R&D) expenses will increase, primarily due to increased development activities for SNDX-5613.
  • Second quarter G&A expenses are expected to be similar to the first quarter G&A expenses.
  • For the second quarter of 2020, R&D expenses are expected to be $12 to $14 million.
  • Total operating expenses are expected to be $18 to $20 million.
  • Company expects to end the second quarter of 2020 with approximately $175 million of cash.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2020

Historical avgQ1 2020

+1.6%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+3.5%

Avg return

30 days after

60%

24 / 40 earnings

Positive

+15.1%

Q4 2019

Best reaction

-21.6%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.9%-2.6%-5.2%
Q4 2025+5.1%+4.6%+13.6%
Q3 2025+11.6%+9.3%+43.5%
Q1 2025-21.6%-21.1%-17.8%
Q4 2024-7.1%-13.3%-19.5%
Q3 2024+12.7%+15.2%-11.3%
Q2 2024-7.3%-12.3%-9.5%
Q1 2024-5.2%-9.5%-15.9%
Q4 2023-2.1%-2.7%-2.4%
Q3 2023+6.3%+5.0%+19.0%
Q2 2023-3.5%-10.9%-4.5%
Q1 2023+7.8%+5.0%+3.8%
Q4 2022+1.6%-0.1%-15.6%
Q3 2022-2.0%-2.2%+9.5%
Q2 2022+0.5%+0.5%-2.4%
Q1 2022-5.8%-12.3%+10.1%
Q4 2021+3.3%-2.2%+11.5%
Q3 2021+2.1%-0.9%+5.9%
Q2 2021+7.0%+11.2%+23.9%
Q1 2021+14.6%+18.5%+21.5%
Q4 2020+0.4%-2.8%-5.3%
Q3 2020+8.8%+20.4%+30.9%
Q2 2020+6.5%-0.9%+0.7%
Q1 2020-1.8%+3.2%-8.0%
Q4 2019+15.1%+22.8%-0.6%
Q3 2019-0.3%+0.3%+24.5%
Q2 2019+10.6%+8.6%-3.0%
Q1 2019+9.1%+6.1%+3.9%
Q4 2018-13.5%-11.1%-4.2%
Q3 2018+2.1%+5.9%-3.5%
Q2 2018+12.0%+6.7%+8.8%
Q1 2018+9.9%+1.5%-25.5%
Q4 2017-1.5%-0.6%+47.9%
Q3 2017-11.7%-10.1%-28.4%
Q2 2017-5.7%-1.5%+8.0%
Q1 2017-7.0%+4.7%+26.7%
Q4 2016+5.0%+1.0%+18.0%
Q3 2016+0.9%-4.9%-17.1%
Q2 2016+5.6%+5.5%+3.1%
Q1 2016-2.1%
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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