Author's back-of-napkin estimates suggest Syndax Pharmaceuticals revenue is growing fast enough to reach break-even or profitability by Q3 2026, driven by Revuforj and Niktimvo.
SNDX — LONG The author estimates from the Q3 10-Q and preliminary Q4 figures that Syndax revenues are expanding at a phenomenal rate, with Q4 EPS of about -$0.53 versus -$0.83 in Q2 and -$0.70 in Q3. Revuforj revenue rose 38% quarter-over-quarter and Niktimvo also increased, with the author projecting break-even or profitability by Q3. Catalysts include two Phase III trials (one global), an MD Anderson independent trial expanding Revuforj use, and Incyte's Phase II expansion of Niktimvo. The author cautions these are personal napkin estimates and readers must do their own due diligence.
At this rate my estimate is break even or profitability by Q3.
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