SNDX at a glance
Syndax Pharmaceuticals Inc (SNDX, SEC CIK 1395937) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as July 9, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Syndax Pharmaceuticals Inc (SNDX) reported revenue of $172.4 million (up 627.8% from FY2024) and a net loss of $285.4 million. Diluted EPS was -$3.29.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Syndax Pharmaceuticals Inc (SNDX) shares worth $934.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Metzger Michael A on July 8, 2026 of 32,375 shares at $24.24 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $172.4M
- +627.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $934.0M · −1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Commercial-stage biopharma focused on innovative cancer therapies with two FDA-approved drugs: Revuforj (menin inhibitor) and Niktimvo (CSF-1R antibody)
- New FDA approval in Oct 2025 for Revuforj in relapsed/refractory AML with NPM1 mutation, expanding use beyond KMT2A translocation leukemia
- Strategic emphasis on frontline combination trials for Revuforj to support label expansion and NCCN guideline inclusion for broader leukemia treatment
- Launched Revuforj and Niktimvo in US in late 2024/early 2025; Revuforj Phase 3 EVOLVE-2 and REVEAL-ND pivotal trials initiated in 2025 targeting newly diagnosed AML
- Initiated first clinical data program in 2026 for Revuforj in myelofibrosis and advancing axatilimab in idiopathic pulmonary fibrosis, representing novel disease areas
Risk Factors
- Cybersecurity risk from IT system compromise with potential regulatory investigations and fines
- Board audit committee oversees cybersecurity risk management with annual CFO reports on threats and mitigation
- VP of IT with 25+ years experience responsible for cybersecurity strategy and budget approval
- Escalation process includes CFO, CEO, and General Counsel for cybersecurity incident response
- No specific regulatory, geopolitical, supply chain, competitive, or financial risks detailed in text
Management Discussion & Analysis
- Revenue $172.4M in 2025 vs $23.7M in 2024; net product revenue Revuforj $124.8M vs $7.7M, collaboration revenue Niktimvo $42.4M vs $0
- Net loss $285.4M in 2025 vs $318.8M in 2024; operating loss $273.1M vs $339.7M; operating margin approx. -158.5% vs -143.3% (losss as % of revenue)
- Best performing segment: Revuforj product revenue $124.8M; worst: milestone/license revenue down $10.9M to $5.1M
- Cash, equivalents & short-term investments $394.1M as of Dec 31, 2025; no explicit buybacks/dividends; increased SG&A by $58.8M primarily for commercial launch expenses
- Forward outlook risk: high interest rates and recession risk may affect financing, inflation could raise operating costs, ongoing clinical and regulatory uncertainties
AI summary of the SNDX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- New $250.0 million indebtedness risk triggered by June 2026 issuance of 2031 Notes
- Conversion or fundamental-change repurchases could require cash unavailable to Syndax
- Conditional convertibility could reclassify notes as current liabilities, materially reducing working capital
- Noteholder conversion could pressure liquidity through required cash settlement
- Convertible-note accounting increases interest expense beyond cash interest payments
AI summary of the SNDX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 text contains only incorporation-by-reference and liability disclaimers
- No operating results, financial figures, reporting period, or investor-impacting disclosures included
Item EX-99.1: Item EX-99.1
- Q2 revenue $72.8M, up 92% year over year, driven by Revuforj product revenue $54.7M and Niktimvo collaboration revenue $18.1M
- Revuforj prescriptions approximately 1,500, up 121% year over year, supporting continued menin-inhibitor demand and longer treatment duration
Item 8.01: Other Events
- Boilerplate filing disclaimer; no substantive company event disclosed in the provided Item 8.01 text
- No investor-actionable information on operations, financing, litigation, or strategic developments
Item EX-99.1: Item EX-99.1
- New SNDX-4321 expands pipeline into EGFR-mutated NSCLC, targeting L858R, CNS metastases, atypical mutations, and acquired resistance
- IND for SNDX-4321 expected by end-2026, with Phase 1 initiation planned for 2027
Item 5.07: Submission of Matters to a Vote of Security Holders
- All director nominees elected; Michael Metzger received 58,113,110 votes, while Pierre Legault had 21,467,975 withheld
- Executive compensation approved with 55,688,039 votes for and 2,985,350 against
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved new 2026 equity plan effective June 10, 2026
- 2026 Plan reserves 7,200,000 shares, creating potential future dilution
AI summaries of SNDX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SNDX
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Metzger Michael A | M | Jul 8, 2026 | 32,375 | - |
| Metzger Michael A | M | Jul 8, 2026 | 32,375 | $6.38 |
| Metzger Michael A | Sell | Jul 8, 2026 | 32,375 | $24.24 |
| Botwood Nicholas A.J. | M | Jun 12, 2026 | 31,235 | $13.82 |
| Botwood Nicholas A.J. | Sell | Jun 12, 2026 | 31,235 | $18.14 |
| Botwood Nicholas A.J. | M | Jun 12, 2026 | 31,235 | - |
| Botwood Nicholas A.J. | Sell | Jun 11, 2026 | 34,280 | $18.00 |
| Botwood Nicholas A.J. | M | Jun 11, 2026 | 22,515 | $13.82 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $23.7M | $172.4M |
| Operating Income | - | -$339.7M | -$273.1M |
| Net Income | -$209.4M | -$318.8M | -$285.4M |
| Op. Margin | - | -1434.4% | -158.4% |
| Net Margin | - | -1346.1% | -165.6% |
| Balance Sheet | |||
| Total Assets | - | $724.8M | $529.7M |
| Equity | $554.2M | $288.1M | $64.6M |
| ROE | -37.8% | -110.6% | -441.6% |
| Per Share | |||
| EPS | $-2.98 | $-3.72 | $-3.29 |
| Cash Flow | |||
| Operating CF | - | -$274.9M | -$323.0M |
| CapEx | $0 | $0 | $187K |
Source: XBRL data in Syndax Pharmaceuticals Inc (SNDX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SNDX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $934.0M |
| Q1 2026 | 29 | $911.2M |
| Q4 2025 | 26 | $799.2M |
| Q3 2025 | 27 | $588.5M |
| Q2 2025 | 27 | $365.6M |
| Q1 2025 | 22 | $355.3M |
| Q4 2024 | 18 | $205.9M |
| Q3 2024 | 16 | $187.1M |
- Millennium Management+1.85M (+929%)
- State Street Corp+1.23M (+28%)
- Goldman Sachs Group+864.5K (+17%)
- BlackRock+765.6K (+9%)
- Vanguard Portfolio Management LLC+184.7K (+11%)
- Citadel Advisors LLC−372.7K (-59%)
- D.E. Shaw & Co−361.9K (-23%)
- Morgan Stanley−305.0K (-34%)
- Bank of America Corp−204.7K (-5%)
- Renaissance Technologies LLC−176.6K (-35%)
- Raymond James Financial−13.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 193 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SNDX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| SC 13G | Aug 7, 2026 | - | - | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-K | Feb 26, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 26, 2026 | - | Analysis | - |
| 4 | Feb 10, 2026 | - | - | |
| 4 | Feb 10, 2026 | - | - | |
| SC 13G | Feb 9, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - |
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SNDX SEC filings: frequently asked questions
Which institutions hold SNDX stock?
As of June 30, 2026, the largest Syndax Pharmaceuticals Inc (SNDX) holders among the 13F filers tracked by SignalX were BlackRock ($197.2 million), Goldman Sachs Group ($128.1 million), State Street Corp ($123.7 million), Bank of America Corp ($88.4 million), Vanguard Capital Management LLC ($85.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SNDX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Syndax Pharmaceuticals Inc (SNDX) reported revenue of $172.4 million (up 627.8% from FY2024) and a net loss of $285.4 million. Diluted EPS was -$3.29. The figures come from the XBRL data in the 10-K.
What are the main risks in SNDX's latest 10-K?
In the 10-K filed February 26, 2026, Syndax Pharmaceuticals Inc (SNDX) flagged: Cybersecurity risk from IT system compromise with potential regulatory investigations and fines. Board audit committee oversees cybersecurity risk management with annual CFO reports on threats and mitigation. (AI summary of the Risk Factors section.)
What did SNDX report in its latest 8-K?
Syndax Pharmaceuticals Inc (SNDX) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Item 2.02 text contains only incorporation-by-reference and liability disclaimers.
What are the latest SNDX SEC filings?
Syndax Pharmaceuticals Inc (SNDX) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on July 9, 2026.
What is SNDX's SEC CIK number?
Syndax Pharmaceuticals Inc (SNDX)'s SEC Central Index Key (CIK) is 1395937. EDGAR lists every SNDX filing under that number.
Ask anything about SNDX
The research agent reads SNDX's filings, financials, insider trades and 13F holders, then answers with sources.