That is a very well reasoned argument for the continuance of research despite KBLB's dominance of the field.
It would be a very expensive and risky gamble for any multi-billion corporation to do this, but I believe that you are right that some could be driven to it if KBLB is abusive enough to it's markets.
This then becomes something of a cautionary tale. KBLB should be careful not to treat any really big company or sovereign nation so badly that they will be willing to risk a billion dollars to sooth their pain.