Yup. And judging by their team and strategy they are likely using a highly empirical ligand discovery platform (ie DEL) and using the (admittedly best in class) MD for guiding med chem. Taking the hard problem of drug discovery and then saying you are going to do rational design (a road riddled with dead bodies) on dynamic alloseteric sites of challenging targets is a lofty goal to put it mildly..
Currently doing some research on the industry and curious if you could link to some of the "dead bodies"? Also curious if you know how Verseon's model (https://www.verseon.com/) stacks up versus some of the others mentioned? Obviously it might be hard to say since all their drugs are currently in the pre-clinical trial phase but would appreciate any info you might have.