SNDX Earnings
Monday, May 04 2026
EPS Estimate
$-0.55
$-0.73 – $-0.39
Revenue Estimate
$73M
Current Price
$23.81
Our Position
bullishFlagship drugs ramping with $277M combined run rate
structured data
est. revisions falling
(-14.7pp / 30d)
Two newly launched drugs generating $277 million in combined early sales validates Syndax's clinical strategy and suggests meaningful commercial execution. The addressable market expansion for Niktimvo—from 6,500 to 17,000 eligible patients—represents a 2.6x upside to the revenue opportunity, indicating this isn't a niche play but a potential blockbuster-trajectory asset.
Watch: Monitor Niktimvo's patient enrollment velocity and label expansion timelines in third-line-plus GVHD—each incremental cohort represents meaningful revenue acceleration. Q1 2026 data will confirm whether Q4 momentum persists or normalizes.
Data Signal Summary
1 bullish
2 bearish
Estimates down -11%
Insider buying cluster
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-3.8%
Est. Revisions (30d)
-10.6% 0up/1dn
Analyst Target (mean)
$39 $28–$57 +64%
Options P/C Ratio
0.75
Est. Dispersion
73% 10 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Two Sigma, Renaissance, Citadel, D.E. Shaw
Recent Activity
insider trades
41 transactions
Sell
·
GOLDAN KEITH ALAN (Chief Financial Officer)
·3,410 shares
·$71,705
Sell
·
METZGER MICHAEL A (Chief Executive Officer)
·17,159 shares
·$360,819
Sell
·
GOLDAN KEITH ALAN (Chief Financial Officer)
·2,082 shares
·$42,931
Sell
·
METZGER MICHAEL A (Chief Executive Officer)
·7,412 shares
·$152,835
Award
·
PODLESAK DENNIS G (Director)
·48,000 shares
36 more
Award
·
KATKIN KEITH A
·24,000 shr
Award
·
LEGAULT PIERRE
·24,000 shr
Award
·
GOLDAN KEITH ALAN
·52,250 shr
Award
·
METZGER MICHAEL A
·217,600 shr
Award
·
HUBER MARTIN H JR
·24,000 shr
Award
·
JARRETT A JENNIFER
·24,000 shr
Award
·
RIZO ALEKSANDRA M.D. PH.D.
·24,000 shr
Award
·
BOTWOOD NICHOLAS A.J.
·60,000 shr
Other
·
GOLDAN KEITH ALAN
·1,224 shr
Sell
·
METZGER MICHAEL A
·157,307 shr
·$2,582,021
Exercise
·
METZGER MICHAEL A
·157,307 shr
·$1,714,646
Sell
·
PODLESAK DENNIS G
·57,600 shr
·$875,100
Exercise
·
PODLESAK DENNIS G
·57,600 shr
·$414,720
Sell
·
GOLDAN KEITH ALAN
·1,296 shr
·$12,033
Sell
·
METZGER MICHAEL A
·7,534 shr
·$69,953
Buy
·
KATKIN KEITH A
·10,000 shr
·$91,120
Buy
·
GOLDAN KEITH ALAN
·3,000 shr
·$27,150
Buy
·
HUBER MARTIN H JR
·5,000 shr
·$44,950
Buy
·
BOTWOOD NICHOLAS A.J.
·11,765 shr
·$105,826
Exercise
·
METZGER MICHAEL A
·6,074 shr
·$43,733
Sell
·
METZGER MICHAEL A
·7,814 shr
·$117,564
Exercise
·
METZGER MICHAEL A
·7,814 shr
·$56,261
Sell
·
GOLDAN KEITH ALAN
·3,777 shr
·$58,559
Sell
·
METZGER MICHAEL A
·13,288 shr
·$206,017
Sell
·
GALLAGHER NEIL
·4,618 shr
·$71,597
Award
·
PODLESAK DENNIS G
·50,000 shr
Award
·
KATKIN KEITH A
·25,000 shr
Award
·
LEGAULT PIERRE
·25,000 shr
Award
·
GOLDAN KEITH ALAN
·41,900 shr
Award
·
METZGER MICHAEL A
·149,500 shr
Award
·
MEURY WILLIAM
·25,000 shr
Award
·
HUBER MARTIN H JR
·25,000 shr
Award
·
JARRETT A JENNIFER
·25,000 shr
Award
·
RIZO ALEKSANDRA M.D. PH.D.
·25,000 shr
Award
·
GALLAGHER NEIL
·41,900 shr
Buy
·
GOLDAN KEITH ALAN
·1,250 shr
·$25,037
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