I think GA is kind of a different beast, in that ND publicly mocked the idea of them making a handheld game, and people have very different expectations from a handheld spin off, it's very different than someone like Ninja Theory making Uncharted 5: The Ashes of Atlantis or whatever, if it features Drake or not.
Also, by the logic of Sony wouldn't let a hit IP sit, surely that would mean someone else is making TLoU2. Druckley are making UC4, there's a group working on a new IP, there's no reason to think TLoU2 is in-development at ND at all. Assuming UC4 is the end of next year, that will have been two and a half years with no development of a sequel to a hit game at all. If Sony wouldn't allow it, someone else must be making TLoU2 right now, but there's no way that's the case.
