I was a little confused also, I am under the impression that he is mentioning 2 points.
1) Attack on RSA to attempt to see if RSA has some attack on the RSA algorithm hidden.
2) Using an attack on SecurID to attempt to get more information from a Lockheed Martin or other breach.
Yes, it was widely reported that Lockheed was a target after SecurID was breached. Whether or not anything useful was extracted from Lockheed's systems, and whether or not any Lockheed data was involved in spoofing the drone, is pure speculation. It seems equally plausible that Iran had an inside man at a defense contractor. After all, history has shown how relatively inexpensive and effective double agents are to state actors.
1) Attack on RSA to attempt to see if RSA has some attack on the RSA algorithm hidden. 2) Using an attack on SecurID to attempt to get more information from a Lockheed Martin or other breach.