I think you both are may be jumping to conclusions and finding linkage where none exists. I see nothing in this Genentech job posting that leads to a conclusion that Genentech is cutting out SGEN. Rather, it may well be looking for someone to run the department that manages such relationships:
"A Senior Scientist/Associate Director position is available for a highly motivated and innovative scientist with strong leadership and collaborative skills to join our antibody drug conjugation (ADC) program. Candidates should have extensive experience in protein and antibody conjugations and be a demonstrated thought leader in the ADC field so that they will be able to make immediate contributions to a vibrant and productive program undergoing expansion at this time. The successful candidate will interface with both chemist and biologist in developing new technologies for the production of ADCs as well as optimizing current strategies. The position allows the successful candidate to play a pivotal role in augmenting Genentech’s strong clinical pipeline of new therapeutic ADC candidates."