He talked about two things, the licensing agreement for HIV, and the partnership talks with a major company with a major amount of cash in hand, this probably refers to a non-HIV program, which he later mentioned in the context of merger, and in the last video he didn't even say partnership nor merger, but other forms of cooperation.
So licensing is one conversation and partnership or merge or other forms of collaboration are other conversations that he said were deep, and these people said they would make an offer.
Imo, in this situation of intense conversations and soon completion of the BLA, they may not opt ​​for a more permanent solution to the finances, but rather wait for the outcome of the event and raise money for as little as they need.