If that’s where they’re going they’re fucked.
What kills air launch (specifically, an airplane first stage and conventional second) is the second stage must withstand stress in two dimensions; most rockets wouldn’t fair well being hung horizontally because they don’t have to design to withstand stress in that dimension. Most airliner airframes wouldn’t deal well with being hung from tail or tip; that’s strike fighter stuff.
Air launch combines the worst of staging (complexity) and SSTO (dual dimensioning). What I'm reading is turbojets supplementing rockets to reduce fuel burn.
ie. Can presumeably get closer to the equator and choose the desired "west to east" ascent line (and fall to earth line for debris in case of rocket failure).
Those gains appear more marginal than expected.
Thrust/weight ratio of a military jet engines: ~9
Thrust/weight ratio of a commercial turbofan: ~6
Merlin also has a much lower cost per unit thrust, 200x lower than a military jet engine, 400x lower than current commercial high bypass turbofan engines.
From this point of view starting the rocket engine in the air at 0.2km/s speed is a marginal improvement compared to starting it on the ground. It still can be an improvement if executed correctly but it's hard to make it big enough to justify the complexity.
Being able to propulsively recover rocket first stages, as Falcon 9 demonstrated, has destroyed pretty much any rationale for winged or air breathing first stages.
Can it beat reusable rockets? Noone knows.