<Which means that every Big Pharma can step back and reconsider all of its plans, because they have a menu of options they could not have dreamt of a few months ago....."
Probably true. On the other hand, COR does have POC and if more than one BP has an interest than it improves the odds of a decent upfront amount.
BPs have a needs for new Rx ideas in the current environment, so there is a somewhat "pull" and "push" environment.