Syndax Pharmaceuticals (SNDX) Goldman Sachs 47th Annual Global Healthcare Conference 2026 summary

Core competencies and strategic priorities

• Robust R&D capabilities enable translation of early science into approved products, with two drugs successfully launched in the past year.

• Commercialization expertise in hematology differentiates the business and supports broad patient access.

Clinical data highlights and product performance

• Recent ASCO and EHA presentations showcased strong combination and maintenance data for Revuforj, especially in KMT2A, NPM1, and NUP98 populations.

• Maintenance therapy is emerging as a key growth driver, with increasing real-world adoption and positive outcomes.

• Landmark analysis shows 90% two-year maintenance in certain patient subsets, marking a significant improvement over historical outcomes.

Financial strategy and capital allocation

• Recent convertible note was an opportunistic, low-cost capital raise, enhancing funding for pipeline expansion and ongoing trials.

• Capital structure now includes equity and a synthetic royalty, supporting investment in new assets and IPF development.