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[@LuciusJameson](/creator/twitter/LuciusJameson)
"@Exclamotite69 I mean right right"  
[X Link](https://x.com/LuciusJameson/status/1980666158580920635) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-21T16:03Z 1249 followers, XX engagements


"@Exclamotite69 Rybrevant regimens have been quite toxic so will likely need to have clear efficacy advantage to compete & worst case scenario as a consolation prize $GMAB gets XX% of whatever share $JNJ may take from Petosemtamab and $8B is only about half of remaining Darzalex royalties $XBI"  
[X Link](https://x.com/LuciusJameson/status/1980668919003353129) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-21T16:14Z 1249 followers, XXX engagements


"@Biotwit1 Who do we think the other bidders were"  
[X Link](https://x.com/LuciusJameson/status/1980670683815538691) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-21T16:21Z 1249 followers, XXX engagements


"@lfholt I dont think Rina-S data has been underwhelming at all rather competition in FRa ADC space certainly more intense than HNSCC space and with Profoundbio at $1.5B acquisition will likely yield attractive ROI despite competition $8B is just a much bigger speculative bet"  
[X Link](https://x.com/LuciusJameson/status/1980690952202424322) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-21T17:41Z 1249 followers, XXX engagements


"@lfholt Genmab drugs have a history of successfully competing in competitive landscapes lead & breadth of Rina-S program likely makes it a substantial bottom line contributor despite new and shiny LLY/AZN drugs (although both likely blunt enthusiasm & ultimate market share)"  
[X Link](https://x.com/LuciusJameson/status/1980694400322925018) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-21T17:55Z 1249 followers, XXX engagements


"@EgidiusLambrech Great points thanks for sharing. You think Genmab will push Profound egfr x cmet into HNSCC quickly and try to differentiate on toxicity and/or combination or remain focused solely on Peto in HNSCC"  
[X Link](https://x.com/LuciusJameson/status/1980700300412612946) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-21T18:18Z 1249 followers, XXX engagements


"@EgidiusLambrech That would be great if Genmab can start dominating indications like HNSCC the way JNJ owns MM"  
[X Link](https://x.com/LuciusJameson/status/1980703032326431207) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-21T18:29Z 1249 followers, XX engagements


"The new consensus definition of long-term investing is now simply holding over night $XBI"  
[X Link](https://x.com/LuciusJameson/status/1981079816708509704) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-22T19:26Z 1249 followers, 1029 engagements


"Most relevant $GMAB question: $XBI X. Will X EGFR bsAb be commercially viable in HNSCC X. Did management consider full potential of drug Genmab created (Rybrevant) in HNSCC before acquiring $MRUS X. Is it too late to break-up with Merus & just go with XX% Rybrevant royalty"  
[X Link](https://x.com/LuciusJameson/status/1980664171164496033) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-21T15:55Z 1251 followers, 1923 engagements


"@AaronRosenblum5 I wonder how Mrus would have traded as stand-alone post ESMO amivantimab data in HNSCC & early CRC look Judging by other bidders in filing it looks like waiting until after ESMO wasnt an option if really wanted Mrus"  
[X Link](https://x.com/LuciusJameson/status/1981397265186181206) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-23T16:28Z 1251 followers, XXX engagements