Does there need to be a gap in the market to produce a new film? Does it matter if they partnered with someone else to develop the film to their specifications?
Well, some years ago Mirko stated that there was an oversupply of b&w of a certain sensitivity, moreover at extreme low prices thar would prohibit him to join that league. Which means that without a gap, one either needs to be below competitors' prices or to claim some other benefit of that film in a league with others.
The market situation meanwhile changed, but basically not that gap issue.