Big pharma might choose to pay full cost to get reasonable speed. To get to a partnership that looks a lot like tenant farming you would need a model that is actually 100X better at drug discovery than any other model, Why would that be OpenAI instead of deepmind? Not that either is likely worth much premium.

Generally, I think only penny stock pharma cares at all to deal with IP with any kind of baggage instead of having already forgotten it in the backlog.