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[@ohadhammer](/creator/twitter/ohadhammer)
"Great slide from $WHWK about the benefit of switching to TOPO1 ADCs. These comparisons are indirect and might be "biased" in some cases towards either side (for example ABBV-400's data set was just X patients from what I recall Elahere would actually look much worse in all-comers rather than FRa-high subset etc.). Also important to remember there are exceptions like CLDN18.2👇"  
[X Link](https://x.com/ohadhammer/status/1955938790804963657) [@ohadhammer](/creator/x/ohadhammer) 2025-08-14T10:25Z 7877 followers, 9383 engagements


"Great M&A slides from Lifesci Capital. Interesting to see acquirers are mostly interested in "unique" programs in term of biology (new mechanisms platforms and modalities) or stage (first in class) with limited appetite for more incremental improvements or less differentiated assets that are very popular with investors (bispecifics ADCs radiopharma half life extended biologics etc)"  
[X Link](https://x.com/ohadhammer/status/1978210645083664745) [@ohadhammer](/creator/x/ohadhammer) 2025-10-14T21:25Z 7878 followers, 97.6K engagements


"Fascinating dynamics in ovarian cancer with multiple ADC programs demonstrating a XX% ORR. FRa in the lead ( $GMAB and $LLY in P3s AZ reported today) CDH6 in P2 (Daiichi reporting P2 data later today) and NaPi2b (Tubulis presented strong results today) in P1. All programs are topo1-based so whoever reaches the market first could render most other programs (15 in the clinic) irrelevant assuming efficacy stays similar #ESMO25"  
[X Link](https://x.com/ohadhammer/status/1979872159745892489) [@ohadhammer](/creator/x/ohadhammer) 2025-10-19T11:28Z 7879 followers, 20.7K engagements


"Looks like the undisputed loser of #ESMO25 is $GMAB due to competitive headwinds for both of its flagship products"  
[X Link](https://x.com/ohadhammer/status/1980189042114469994) [@ohadhammer](/creator/x/ohadhammer) 2025-10-20T08:27Z 7879 followers, 10.6K engagements


"2nd line NSCLC therapies from Cowen's note on $BNTX/ $GMAB shows how hard it is to beat Taxotere in this setting. No agent was able to show a meaningful PFS benefit in the overall population anti-PD1s added 3-4 months in OS and TROP2 ADCs failed to demonstrate clinically meaningful benefit"  
[X Link](https://x.com/ohadhammer/status/1797579644356427887) [@ohadhammer](/creator/x/ohadhammer) 2024-06-03T10:42Z 7871 followers, 9692 engagements


"Excellent report from Cowen on urticaria a commercially significant and untapped I&I indication. cKIT seems to be the most promising target $CLDX expected to report P3 in 2026"  
[X Link](https://x.com/ohadhammer/status/1925160035660763314) [@ohadhammer](/creator/x/ohadhammer) 2025-05-21T12:01Z 7859 followers, 25.3K engagements


"$ETNB Dec 2019 - stock trades at $XXXX ➡$372M market cap Sep 2025 - stock trades at $XX ➡ $2.5B market cap 🤷♂"  
[X Link](https://x.com/ohadhammer/status/1968640951590474097) [@ohadhammer](/creator/x/ohadhammer) 2025-09-18T11:39Z 7876 followers, 6821 engagements


"Similar story in SCLC with ADCs targeting B7H3 DLL3 SEZ6 all reporting strong efficacy. 15+ programs in the clinic most will finish the race empty handed (Table from Jefferies' note on $ZLAB)"  
[X Link](https://x.com/ohadhammer/status/1980884998031859839) [@ohadhammer](/creator/x/ohadhammer) 2025-10-22T06:32Z 7879 followers, 11.9K engagements