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Can Revuforj’s Awards Momentum Redefine Syndax Pharmaceuticals’ (SNDX) Precision Oncology Investment Narrative?

Simply Wall St·12/16/2025 22:17:17
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  • Syndax Pharmaceuticals recently showcased new clinical data for its FDA‑approved menin inhibitor Revuforj (revumenib) across the acute leukemia treatment continuum at the 67th American Society of Hematology (ASH) Annual Meeting, and the drug was named Best New Drug at the 2025 Scrip Awards.
  • This combination of high‑profile scientific visibility and industry recognition underscores Revuforj’s role in Syndax’s emerging oncology franchise and highlights the company’s broader progress in precision cancer therapy.
  • We’ll explore how Revuforj’s Best New Drug recognition at the Scrip Awards may influence Syndax Pharmaceuticals’ longer-term investment narrative.

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Syndax Pharmaceuticals Investment Narrative Recap

To own Syndax, you need to believe that Revuforj and Niktimvo can grow into a durable, focused oncology business despite current losses and premium valuation. The recent ASH data and Scrip Best New Drug award strengthen Revuforj’s clinical and reputational footing, but they do not materially change the near term catalyst, which remains continued commercial uptake and practical label implementation in acute leukemia, nor the biggest risk, which is Syndax’s dependence on just two assets to justify its projected growth.

The most relevant recent announcement alongside the ASH presentations is the October 2025 FDA approval of Revuforj for relapsed or refractory AML with NPM1 mutation, which significantly broadens its approved use. Together with fresh ASH data, this reinforces the importance of successful real world adoption and safe management of known toxicities such as differentiation syndrome and QTc prolongation to support the investment case for further revenue growth.

But while Revuforj’s visibility is rising, the concentration risk around just two commercial assets is something investors should be aware of...

Read the full narrative on Syndax Pharmaceuticals (it's free!)

Syndax Pharmaceuticals' narrative projects $603.4 million revenue and $43.5 million earnings by 2028. This requires 97.8% yearly revenue growth and a $378.5 million earnings increase from $-335.0 million today.

Uncover how Syndax Pharmaceuticals' forecasts yield a $39.31 fair value, a 88% upside to its current price.

Exploring Other Perspectives

SNDX 1-Year Stock Price Chart
SNDX 1-Year Stock Price Chart

Six fair value estimates from the Simply Wall St Community span roughly US$10 to US$176 per share, showing how far apart individual views on Syndax can be. Against that backdrop, the company’s reliance on Revuforj and Niktimvo as its primary growth engines raises important questions about how concentrated product risk might influence future performance and is worth comparing with these varied community expectations.

Explore 6 other fair value estimates on Syndax Pharmaceuticals - why the stock might be worth over 8x more than the current price!

Build Your Own Syndax Pharmaceuticals Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Syndax Pharmaceuticals research is our analysis highlighting 2 key rewards that could impact your investment decision.
  • Our free Syndax Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Syndax Pharmaceuticals' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.