Should New Revuforj Leukemia Data From ASH 2025 Require Action From Syndax Pharmaceuticals (SNDX) Investors?

• Syndax Pharmaceuticals recently highlighted a series of Revuforj (revumenib) presentations at the 67th American Society of Hematology Meeting in Orlando, showcasing new data across the acute leukemia treatment continuum for adults and children with KMT2A‑rearranged relapsed or refractory disease.
• The breadth of real-world, post-transplant maintenance and combination-therapy results for this first-in-class menin inhibitor underscores its growing clinical footprint and potential to influence treatment approaches in acute leukemia.
• We’ll now examine how this new Revuforj efficacy and safety data, particularly in post-transplant maintenance, could reshape Syndax’s existing 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 durable oncology franchises while the company narrows its losses. The new Revuforj data at ASH reinforces the key near term catalyst of expanding use in post‑transplant and earlier lines but does not materially change the central risk that results still hinge on just two products.

The ASH presentations build directly on the recent FDA approval of Revuforj for NPM1‑mutated relapsed or refractory AML, which broadened its label beyond KMT2A‑rearranged disease. Together, the approval and fresh efficacy and safety data strengthen the clinical case that underpins potential guideline uptake and wider adoption, both critical to Syndax’s revenue and profitability trajectory over the next few years.

Yet, while Revuforj’s profile is improving, investors should be aware that concentration in just two drugs means any clinical or regulatory setback could...

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

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

Uncover how Syndax Pharmaceuticals' forecasts yield a $39.31 fair value, a 97% upside to its current price.

Exploring Other Perspectives

Six fair value estimates from the Simply Wall St Community range widely, from US$9.64 to US$142.56 per share, reflecting very different expectations. As you weigh these, remember that Syndax’s heavy reliance on Revuforj and Niktimvo makes the strength and durability of recent Revuforj data a central question for the company’s long term performance.

Explore 6 other fair value estimates on Syndax Pharmaceuticals - why the stock might be worth less than half 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.

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