Your supposition makes no sense to me. So what if they already have a partner picked out? They are under no obligation to say anything about it at ASCO - one way or another. My guess is they didn't have any more news to report, so no reason to spend the money presenting when they just presented at Jefferies conference.
My guess is they have already internally unblinded the data and they are analyzing it now in expectation of a Q3 release. If I really want to go out on a limb, I'll say the results are fantastic and they are finalizing an FDA approval to allow selling Reolysin in Q4 while they complete a Phase 3 - part 2 study.
Tpguy - I agree almost totally with your first pararaph. But think your second paragraph is almost as ethereal as paul's ouija board analysis.
IMO while unblinding is certainly near I don't think they've done it yet. Since every added day that the reo arm is competing with the control's placebo they may indeed be waiting because they're trying to garner the last bit of efficacy to make good results even better. But they may be waiting to unblind because they're not sure how statsig results are and garnering the last bit of efficacy is just prudent. Like many other unknowns I go back & forth on this one. But either way, waiting a little longer makes sense.