bidrite, I think there is no way back on the either "sell" or "license" the IP or any combination. if we put aside the motives why the old team announced that then we shareholder all know PPHM doesn't have the needed pocket depth to bring PS-targeting to a leveraging end in a reasonable time period by running the program(s) themselves.
In chemo/radio they might have, in IO/DNA there is no way they can sponsor a big registration trial with the SOC cost in both control and investigational arms without tapping 120+Mil$ from the ATM and still that may not suffice given the prices of IO treatments. And with the breakthrough with CAR-T (Sloan Kettering - Dr. Wolchok's findings) I think very few BPs might be willing to start long series of clinical trials with fastly reducing market potential, and that includes AstraZeneca IMO.
My point was that PPHM never clearly drew a LINE. If they sell PS-targeting, and notice they NEVER EVER used that name as such in Q/CC sell/licencing statements, it is how we on here refer to what PPHM calls R&D, then are they talking about Bavituximab? DO they mean those R&D items that require those expensive clinical trials?
The furthest PPHM came was saying: "including our ... candidate Bavituximab".
But their Avid all targets service platform and their Exosomes Liquid Biopsy, while possibly based on PS-targeting technology, are no programs that require such clinical trials. Both can be on the market as a product before H2/2018 and I think such announcement may be up-coming for Avid's all targets platform before the ASM (SPECULATION)
The all targets platform is ready for CDMO service offerings and the Exsome test was 6 months ago also entering a last test, after some improvements on already super results (I figure they included fine-tuning to not let one cancer mask another as was the case with one patient on 32 whose breast Cancer masked the ovarian, as I understood it, and resulted in a false negative).
If I would be Dr. Lias then I would WANT the Exosome Liquid Biopsy as a product in my CDMO service and I would see the extensions of the test behind Ovarian Cancer as R&D for CDMO services (no clinical trials and a 2nd test only need the blood-bank sample and a small ISP per cancer that UTSW will be very willing to run for PPHM as they did before. Avid could manufacture the test and sell it also as a product to the manufacturers of the Liquid citometry equipment to mach there form factor. They could provide consultancy for the buyers (hospitals, labs, etc).
But we have no idea. We need a STATEMENT on what PPHM will do with Bavituximab, Betabodies, Exosome Test, targeting Platform, Imaging, Cotara, Biomarkers etc. And we need to know if AVID will have to pay licensing money if the IP is sold and Avid happens to BUY tests or license IP from the acquirer.
So yes, different suitors are a possibility, but PARTIAL is a possibility too as long as it DOES NOT include any tradition clinical trial PI,II,III etc stuff.
MY CONCERN NOW IS TO MAKE FAIR VALUE OF THE POTENTIAL WE SPONSORED, DON'T LET IT BE STOLEN FROM US FOR BREADCRUMBS OR BY CLEVER CONSTRUCTIONS LEAVING US WITHOUT THE PROFITS BUT WITH ALL EXPLOITATION RISK AND INVESTMENT THROUGH SMART LICENSE-BACK SCHEMES.
That is the ONLY MANTRA we should all get behind IMO.
AIMO
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