MCU: The reason of omission of IP on investor day was probably because they had outside medical contributors talk about the science. In the usual investor conferences the CEO states that they have broad use, method and combination use patent protection in case of MC-1 it is good to some late 10th.
Their discovery program is mostly to modify and improve P-5-P. For these compounds they have composition of matter patents as well. These drugs are still in preclinical stage.