Syndax Pharmaceuticals Inc at TD Cowen Healthcare Conference Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Phil Nadeau - TD Cowen - Analyst : Maybe starting with the Rebbe Ford's launch, can you give us an update on how the launch is progressing and briefly review the metrics that you gave during yesterday's ears?

Question: Phil Nadeau - TD Cowen - Analyst : As we look to future quarters, what metrics can we expect you to provide? Obviously you're going to be giving revenue like you did this past quarter. What else do you think you'll provide for investors on your quarterly cost?

Question: Phil Nadeau - TD Cowen - Analyst : Are there warehouse patients? Do you have patients in early access programs, compassionate use, clinical trials that you can convert to paying patients quickly, or is this more of an incident market where, because life expectancy is long when patients are newly diagnosed, that's when they're going to go through?

Question: Phil Nadeau - TD Cowen - Analyst : In the 200 hospitals that cover 2/3 of the patients, I assume that's your highest priority for initial use. Is that where you're focusing all your marketing efforts?

Question: Phil Nadeau - TD Cowen - Analyst : And can you remind us of the payer commercial versus Medicaid versus Medicare.

Question: Phil Nadeau - TD Cowen - Analyst : And can you remind us how Synex has quantified the revenue opportunity in relapse record? Sure.

Question: Phil Nadeau - TD Cowen - Analyst : Moving to NPM1, can you briefly outline the data that were present, the pivotal data that were released last fall and presented at.

Question: Phil Nadeau - TD Cowen - Analyst : Any update on the timing of the publication of the data?

Question: Phil Nadeau - TD Cowen - Analyst : Can you discuss the speed of uptake in NPM1 patients? Do you think the data that you have is sufficient to make it standard of care, in the relapse MPM1 and how quickly will it be adopted?

Question: Phil Nadeau - TD Cowen - Analyst : We did an ash investment event with some leukemia physicians and they thought that they could use forage in some of their MPM1 patients immediately upon approval in KMT2A. Do you know if that's happening?

Question: Phil Nadeau - TD Cowen - Analyst : And how much will that open up once or how much will reimbursement access open up with the NCCN guidelines? Will all patients then have access or will it still be somewhat of a minority?

Question: Phil Nadeau - TD Cowen - Analyst : And how does index quantify the revenue opportunity in NPM1, right.

Question: Phil Nadeau - TD Cowen - Analyst : Moving to the front line, what's the status of the planned pivotal trial in unfit first line KMT2A and NPM1 acute leukemias, right. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. MARCH 04, 2025 / 8:10PM, SNDX.OQ - Syndax Pharmaceuticals Inc at TD Cowen Healthcare Conference

Question: Phil Nadeau - TD Cowen - Analyst : What are your thinking on the endpoints for the pivotal pivotal trial? Is there a possibility to file for accelerated approval on like a CRM point like one of your competitors is planning to do.

Question: Phil Nadeau - TD Cowen - Analyst : What are your plans for other trials in the first line or maintenance setting, for example, trials in combination with 3 and the fi population or 3 inhibitors or just generally a maintenance-based regimen? Yes.

Question: Phil Nadeau - TD Cowen - Analyst : Got it. Okay. How do you assess the competitive landscape for the men class? I asked, there were data from at least 3 other mens. How do you think Rige is going to be differentiated?

Question: Phil Nadeau - TD Cowen - Analyst : How would you quantify the revenue opportunity in the first line and maintenance settings?

Question: Phil Nadeau - TD Cowen - Analyst : Do you have any desire to partner for commercialization in any any regions of the world?

Question: Phil Nadeau - TD Cowen - Analyst : One last question on the mandated program before moving to Nick Timbo. What do you have behind Rey Forge development? Are there next generation candidates that you're moving to clinical development?

Question: Phil Nadeau - TD Cowen - Analyst : Great. Moving to Nick Tim, can you give a brief update on the launch.

Question: Phil Nadeau - TD Cowen - Analyst : What trajectory do you expect Nick Timbo to follow? Is resurre a good proxy? Is there a reason to think Nick Timbo could go faster or slower? How do you consider the trajectory?

Question: Phil Nadeau - TD Cowen - Analyst : What do you think will be the biggest barriers to uptake initially in the launch will be physician awareness, waiting for patients to cycle off their current therapy. What do you think will be the rate limiting factor to uptake and how our insight and Sex working to counter those those impediments?

Question: Phil Nadeau - TD Cowen - Analyst : You mentioned Resiro could be a billion dollar product at peak. How would you quantify the peak potential of Nicktimbo?

Question: Phil Nadeau - TD Cowen - Analyst : Big. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. MARCH 04, 2025 / 8:10PM, SNDX.OQ - Syndax Pharmaceuticals Inc at TD Cowen Healthcare Conference

Question: Phil Nadeau - TD Cowen - Analyst : Can you actually dive into the royalty farmer deal in a bit more detail? What were the economics of it and what was the rationale for doing it?

Question: Phil Nadeau - TD Cowen - Analyst : What's the company's recent thinking on business development? Obviously you have an infrastructure, but you are pretty busy with two projects launching. Can you take on another asset to run through your infrastructure, or is your play full for now? And that's something they'll have to wait until the launches are more mature.

Question: Phil Nadeau - TD Cowen - Analyst : Perfect. With that, we are out of time. So thank you for the update and thanks for coming to the forty-fifth annual conference.