2 serials, actually, not just 2 episodes.
9 episodes, all told (well, 11, but 2 of them had already been recovered): the entirety of The Enemy of the World, and all but 1 episode of The Web of Fear. Apparently all of them are on iTunes now (haven't checked, don't use iTunes), and they'll be out on DVD in the coming months.
And yes they WERE from that shipment to Phillip Morris. Be careful with words like "debunked" -- just because somebody denies something doesn't mean it's been debunked.
Anyway! 9 is rather a lot and something to be pretty thrilled about. Could there be more? I wouldn't rule it out but I wouldn't expect it either. (What I think we can say for sure: they definitely did not recover Web of Fear Part 3; otherwise they would have released it with the rest. Wouldn't be surprised if they animated it for the DVD release, but for now it's available as audio with stills.)
Wonder if Moffat knew about this when he decided to bring the Great Intelligence back. Could be a coincidence, but on the other hand it would explain a lot.