north, no it is not really speculation: see here your original:
You remember him PS-Targeting first, then set his mind to his CAR-T presentations, then ask him about clinical trials and SPECIFIC: HUMANS and MSKCC related. He said "an experimental design had been completed for such a trial..."
That same evening he also talked about GILD/KITE/CAR-T and the toxicity problems:
So set in that context what other clinical trial for humans could he have been speaking of in relation to PS-targeting (which you remembered him off first) and then in a setting about CAR-T and his presentations earlier this year at ASCO on CAR-T with PS-Targeting. What other BP may be running that test if KITE was the company delivering the CAR-T technology (I think they are even mentioned somewhere would under a paper or presentation in a 'thanks').
And further: The 3rd NCCN trial is not by Sloan Kettering as far as I remember. So Dr. Wolchok must have been talking about yet another clinical trial on humans. And we know PPHM since at least after the appearance of RONIN was NOT going to run any NEW clinical trials anymore and sponsored MSK for pre-clinical work.
So why would Wolchok think he is waiting for an answer of 'the company'?
but north, I agree that the above isn't watertight because it wouldn't be the first time that company A runs with B and on good results suddenly teams up with company C to continue. However, the fact that GILD bought KITE, last week another CAR-T company and that GILD is know for deep and high quality D&D before they step into something but then go 1000% for it, strengthens me in believing that GILD/KITE/PS-targeting for solid cancers is what is coming our way. But yes that remains educated speculation.
If that is the case and I hope it is. It would be great if our IP is in demand. Ronin if he moved on PPHM because of it will get as much as possible. What makes me skeptical is the opportunities they had to acquire up to 15% without triggering a PP. The could have been accumulating when we were trading .29 pre split. If we had the golden goose I think we would have seen it in the SP.