RE:90 daysif a partnership/buyout were to occur around the esmo conference in october, 2023, it doesn't appear that would be based on anything associated with the pancan arrangement.
as stated in oncy's press release:
Oncolytics expects to finalize the definitive agreements within the next 90 days and open the Precision Promise investigational treatment of pelareorep, checkpoint inhibitor, gemcitabine, and nab-paclitaxel in early 2024.
if the precision promise investigational treatment is not expected to be opened until early 2024, we would then be waiting for some time after that treatment cycle begins to get any readout which seems like hinging anything on pancan would not happen until later in the first half of 2024 or possibly early in the second half of 2024.
yes, it does appear things are happening (finally!) and we could have a buyout come monday, a week from monday, or sometime around esmo, but any buyout/partnership in that timeframe would seem to have little to nothing to do with the pancan deal other than a promise of what might be to come.
maybe some bp will choose to jump in early betting on the come associated with pancan. given that the corp presentation states that oncy wants to hold on to most/all of the north american rights and sell/license rights to the row (excluding what adlai already locked up in asia) it may make sense for an interested party to not wait and lock something up early given the patent cliff concerns.
should be an interesting few weeks/months and would really like to see a run up in the pps. will the fomo crowd or the trading crowd rule the roost?