This looks like a potentially good molecule. But, I honestly think that he is over-selling their approach. He didn't mention if they filed a patent on the molecule. I work in cancer research, and people publicly disclose this type of information often, especially after they filed a patent. If they are going to clinical trials, I am almost certain they have. There's not a huge risk for them to share this info, and it's not uncommon. People share reagents all the time too. Actually, if you use public funding, you are supposed to make reagents available.
Someone needs to figure out how we can share data in increments that aren't journal worthy, and still accumulate credit for it that translates into funding. It's funny, because what constitutes a paper is a 'full story' which means a lot of exploratory work goes unpublished.