I don't disagree with your argument about limited reimbursement dollars, but it could be made for any therapeutic area.
I think if there is a genuine unmet medical need, it would be hard for governments or insurers to refuse to pay for a drug that works, and compromises will ultimately have to be made in other areas.
i also think the clinical successs will be lower for the 1000 drugs in development than ite was in the past. In the gold rush that has ensued, there are a lot of people develping "drugs' that have no idea what thy are doing.