[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @LuciusJameson Dr. Long Genmab's ($gmab) acquisition of ProfoundBio and its drug Rina-S is generating discussion about its potential to compete in the head and neck squamous cell carcinoma (HNSCC) space. Analysts are questioning whether Genmab's EGFR bispecific antibody will be commercially viable and if the company made a wise decision acquiring Merus ($MRUS). The focus is on Genmab's strategy and potential for success in HNSCC. ### Engagements: XXX [#](/creator/twitter::22593074/interactions)  - X Week XXXXX +366% - X Month XXXXX +625% - X Months XXXXXX -XX% - X Year XXXXXX +218% ### Mentions: XX [#](/creator/twitter::22593074/posts_active)  - X Week XX +267% - X Month XX +250% - X Months XX -XX% - X Year XX +304% ### Followers: XXXXX [#](/creator/twitter::22593074/followers)  - X Week XXXXX +0.48% - X Month XXXXX +0.81% - X Months XXXXX +3.90% - X Year XXXXX +1.10% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::22593074/influencer_rank)  ### Social Influence [#](/creator/twitter::22593074/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$xbi](/topic/$xbi) #19, [$gmab](/topic/$gmab) #8, [$8b](/topic/$8b) #14, [$mrus](/topic/$mrus) 6.25%, [$jnj](/topic/$jnj) 6.25%, [space and](/topic/space-and) 6.25%, [has been](/topic/has-been) 6.25%, [$15b](/topic/$15b) 6.25%, [acquisition](/topic/acquisition) 6.25%, [fra](/topic/fra) XXXX% **Top accounts mentioned or mentioned by** [@egidiuslambrech](/creator/undefined) [@lfholt](/creator/undefined) [@exclamotite69](/creator/undefined) [@biotwit1](/creator/undefined) [@aaronrosenblum5](/creator/undefined) [@scalpavelli](/creator/undefined) [@msollender](/creator/undefined) [@jq1234t](/creator/undefined) [@sanctuarybio](/creator/undefined) [@mickeychiku](/creator/undefined) [@pandafacepanda](/creator/undefined) **Top assets mentioned** [Bitcoin Incognito (XBI)](/topic/$xbi) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Johnson & Johnson (JNJ)](/topic/$jnj) ### Top Social Posts [#](/creator/twitter::22593074/posts) --- Top posts by engagements in the last XX hours "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 1249 followers, 1900 engagements "@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 "@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 "@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 "The new consensus definition of long-term investing is now simply holding over night $XBI" [X Link](https://x.com/LuciusJameson/status/1981079816708509704) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-22T19:26Z 1249 followers, 1029 engagements "@lfholt Genmab drugs have a history of successfully competing in competitive landscapes lead & breadth of Rina-S program likely makes it a substantial bottom line contributor despite new and shiny LLY/AZN drugs (although both likely blunt enthusiasm & ultimate market share)" [X Link](https://x.com/LuciusJameson/status/1980694400322925018) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-21T17:55Z 1249 followers, XXX engagements "@AaronRosenblum5 I wonder how Mrus would have traded as stand-alone post ESMO amivantimab data in HNSCC & early CRC look Judging by other bidders in filing it looks like waiting until after ESMO wasnt an option if really wanted Mrus" [X Link](https://x.com/LuciusJameson/status/1981397265186181206) [@LuciusJameson](/creator/x/LuciusJameson) 2025-10-23T16:28Z 1248 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@LuciusJameson Dr. Long
Genmab's ($gmab) acquisition of ProfoundBio and its drug Rina-S is generating discussion about its potential to compete in the head and neck squamous cell carcinoma (HNSCC) space. Analysts are questioning whether Genmab's EGFR bispecific antibody will be commercially viable and if the company made a wise decision acquiring Merus ($MRUS). The focus is on Genmab's strategy and potential for success in HNSCC.
Engagements: XXX #
- X Week XXXXX +366%
- X Month XXXXX +625%
- X Months XXXXXX -XX%
- X Year XXXXXX +218%
Mentions: XX #
- X Week XX +267%
- X Month XX +250%
- X Months XX -XX%
- X Year XX +304%
Followers: XXXXX #
- X Week XXXXX +0.48%
- X Month XXXXX +0.81%
- X Months XXXXX +3.90%
- X Year XXXXX +1.10%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX% currencies XXXX%
Social topic influence $xbi #19, $gmab #8, $8b #14, $mrus 6.25%, $jnj 6.25%, space and 6.25%, has been 6.25%, $15b 6.25%, acquisition 6.25%, fra XXXX%
Top accounts mentioned or mentioned by @egidiuslambrech @lfholt @exclamotite69 @biotwit1 @aaronrosenblum5 @scalpavelli @msollender @jq1234t @sanctuarybio @mickeychiku @pandafacepanda
Top assets mentioned Bitcoin Incognito (XBI) Merus N.V. Common Shares (MRUS) Johnson & Johnson (JNJ)
Top Social Posts #
Top posts by engagements in the last XX hours
"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 @LuciusJameson 2025-10-21T15:55Z 1249 followers, 1900 engagements
"@Exclamotite69 I mean right right"
X Link @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 @LuciusJameson 2025-10-21T16:14Z 1249 followers, XXX engagements
"@Biotwit1 Who do we think the other bidders were"
X Link @LuciusJameson 2025-10-21T16:21Z 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 @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 @LuciusJameson 2025-10-21T18:29Z 1249 followers, XX 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 @LuciusJameson 2025-10-21T17:41Z 1249 followers, XXX engagements
"The new consensus definition of long-term investing is now simply holding over night $XBI"
X Link @LuciusJameson 2025-10-22T19:26Z 1249 followers, 1029 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 @LuciusJameson 2025-10-21T17:55Z 1249 followers, XXX 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 @LuciusJameson 2025-10-23T16:28Z 1248 followers, XXX engagements