Well, obviously I don't work for the company so I can only guess.
However, some deductive reasoning. A partnership is only for a P2B trial, so a partnership is not needed, or warranted till a P2B is close to a start time/finalized, but needs to happen before the trial is finalized with the FDA because they will want to know what drugs are being used. The best deal will come when the best data is available.
So a final P2 is a must have
Interim expanded P2 would be nice but I don't think it is a requirement.
I can not think of any other events that have to happen as no other factors should play in to a P2B combination trial, maybe the P1 2 year survival data but that would be negligible. I don't expect a partnership till late Oct (just guess work, no reason) but I do believe that institutional buying will ramp up after P2 final is announced in the next few weeks.
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