SoT,I rated up that post, great post! Not at all, in fact that...

SoT,

I rated up that post, great post!
Not at all, in fact that is what I think they will inevitably need to do.

As Enumerate suggested, and I agree with, that PYC or actually their partners will need to optimize hits (potentially requiring a significant amount of time), and they will want to do this (or confirm they can do this) prior to taking a license. IMO I don't believe anyone will try to develop a selected phylomer as is, knowing that BigPharma always takes the path that they can optimize a candidate and make it better.

I said in a post last year that PYC should be also attempting to focus on providing services to optimize their hits, because they could get R&D funding from that, and the more tied to a partner you are the better. Their model of providing just hits to a partner and then waiting while the partner evaluates them is a very very difficult model IMO.

Again, great post SoT, I think you right on.