SNDX Syndax Pharmaceuticals Inc

NEUTRAL Impact: 5/10 8-K
Horizon weeks Filed Jun 10, 2026 Processed 2d 13h ago SEC 0001193125-26-266027
Killer combo: Material agreement + unregistered equity (likely PIPE/convertible)

Price Chart

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Executive Summary

Syndax Pharmaceuticals issued $250 million aggregate principal amount of 2.25% Convertible Senior Notes due 2031 in a private placement, generating net proceeds of approximately $243 million. The company plans to use the funds for general corporate purposes including R&D, commercialization, and business development. The notes are convertible into common stock at an initial rate of 40.3894 shares per $1,000 principal, with a maximum potential dilution of up to 13,631,400 shares.

Key Financial Metrics

Offering Size
$250.0M

Actionable Insight

Monitor for use of proceeds toward pipeline catalysts (revumenib, entinostat) and any subsequent equity issuances that could accelerate dilution. The convertible structure provides a low-cost financing source (2.25% coupon) but creates overhang given the conversion premium. Watch for any fundamental change events that could trigger note repurchase rights.

Key Facts

  • Issued $250 million aggregate principal amount of 2.25% Convertible Senior Notes due 2031
  • Net proceeds of approximately $243 million after fees and expenses
  • Initial conversion rate of 40.3894 shares per $1,000 principal amount of Notes
  • Maximum of 13,631,400 shares of common stock may be issued upon conversion
  • Notes mature on June 15, 2031
  • Interest payable semi-annually at 2.25% per year
  • Notes are not redeemable by the company prior to June 20, 2029
  • Proceeds to be used for general corporate purposes including R&D, commercialization, and business development

Financial Impact

$250 million convertible note issuance with $243 million net proceeds; potential dilution of up to 13.6 million shares (approximately 8-10% of current shares outstanding based on $1.6B market cap)

debtdilutioncash

Risk Factors

  • Potential dilution of up to 13.6 million shares upon conversion
  • Interest expense of ~$5.6 million annually on the notes
  • Conversion may be accelerated if stock price trades above 130% of conversion price for 20 of 30 consecutive trading days
  • Fundamental change events could trigger mandatory repurchase at 100% of principal plus accrued interest

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
95% bullish (20 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-266027
Document: d105044dex42.htm0001193125-26-266027
Document: d105044d8k.htm0001193125-26-266027
Document: 0001193125-26-266027-index-headers.html0001193125-26-266027
Document: 0001193125-26-266027-index.html0001193125-26-266027
Document: 0001193125-26-266027.txt0001193125-26-266027
7 reports for SNDX
Performance horizon
Filters
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Reports for SNDX — sortable, filterable
Type Now
Jun 11, 2026
1d ago
Press Release
BULLISH ★ 7/10
$17.56 awaiting T+1awaiting T+1$18.25 (+3.93%)
Jun 10, 2026
2d ago
8-K
NEUTRAL ★ 5/10
$17.56 awaiting T+1awaiting T+1$18.25 (+3.93%)
Jun 4, 2026
8d ago
Press Release
NEUTRAL ★ 2/10
$18.02 awaiting T+1awaiting T+1$18.25 (+1.28%)
Jun 4, 2026
8d ago
DEFA14A
NEUTRAL ★ 4/10
$18.02 $17.34▼ −3.77%▼ −1.18%$18.25 (+1.28%)
Jun 4, 2026
8d ago
8-K
NEUTRAL ★ 5/10
$18.02 $17.34▼ −3.77%▼ −1.18%$18.25 (+1.28%)
Apr 30, 2026
6w ago
DEFA14A
NEUTRAL ★ 3/10
$19.11 $19.96▲ +4.45%▲ +4.79%$18.25 (−4.50%)
Apr 24, 2026
7w ago
Press Release
NEUTRAL ★ 3/10
$21.39 $21.00▼ −1.82%▼ −1.99%$18.25 (−14.68%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (50h 52m)

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