NASDAQ$SNDX

Syndax Pharmaceuticals Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Syndax reported third quarter 2023 financial results and provided a clinical and business update.

Syndax Pharmaceuticals reported its financial results for the quarter ended September 30, 2023. The company continues to advance its pipeline, with NDA submission initiated for revumenib in R/R KMT2Ar acute leukemia and plans to submit a BLA filing for axatilimab by year-end 2023.

  • NDA submission initiated for revumenib in R/R KMT2Ar acute leukemia under RTOR.
  • Final Phase 1 mNPM1 data from AUGMENT-101 demonstrates a 36% CR/CRh rate.
  • Revumenib and axatilimab U.S. registrational filings are on track for year-end 2023 completion and potential 2024 approvals.
  • Axatilimab to be featured in plenary session at 65th ASH Annual Meeting.

Headline financials

Total Revenue

$0.00

Previous: $12.4M-100.0%
EPS (adj)

-$0.73

Previous: -$0.58-25.9%
R&D Expenses

$39.1M

Previous: $26.9M+45.3%
SG&A Expenses

$17.3M

Previous: $8.24M+109.6%
Capital Expenditures

$0.00

No prior period
Free Cash Flow

-$51.1M

Previous: -$35.4M-44.5%
Net Income

-$51.1M

Previous: -$35.4M-44.5%
Operating Income

-$56.4M

Previous: -$35.1M-60.4%
Gross Profit

$0.00

Previous: $0.00
Cash & Equivalents

$379M

Previous: $71.4M+431.3%
Total Assets

$399M

Previous: $360M+11.0%
R&D Expense

$39.1M

No prior period
Stock-Based Comp

$8.32M

Previous: $4.36M+90.8%

Revenue & EPS history

Syndax · Revenue · Quarterly

$0

Q3 2023-100%vs Q3 2022
Beat estimate in 2 of 8 quarters(25%)
ActualEstimate

Forward guidance

Syndax provided financial guidance for the full year of 2023.

Tailwinds

  • Research and development expenses are expected to be $160 to $165 million.
  • Total operating expenses are expected to be $225 to $230 million.
  • Guidance reflects a reduction from prior expectations.
  • Company expects to complete the NDA submission for revumenib by year-end 2023.
  • Company and Incyte expect to submit a Biologics License Application (BLA) filing for axatilimab by year-end 2023.

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 Q3 2023

Historical avgQ3 2023

+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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