SNDX · Syndax reported Q3 2026 total revenue of $83.3M, beating the $81.8M…

Syndax reported Q3 2026 total revenue of $83.3M, beating the $81.8M consensus, driven by Revuforj net revenue of $60.7M (+90% YoY) and Niktimvo collaboration revenue of $22.6M. EPS of -$0.55 missed the consensus estimate of -$0.48. The company maintained full-year 2026 operating expense guidance of ~$400M and expects to reach profitability with its current cash and anticipated revenue.

• Total revenue of $83.3M in Q3 2026, an 82% year-over-year increase, above the $81.8M consensus.
• Revuforj net revenue of $60.7M, up 90% YoY and 11% QoQ; new patients grew 20% QoQ.
• Niktimvo net revenue of $67.4M (recorded by Incyte), resulting in Syndax collaboration revenue of $22.6M.
• GAAP net loss of $49.4M or $0.55 per share, compared to consensus EPS of -$0.48 (miss).