Yeah, they're already in the "bargain bin" at Focal.
So far only FT actually pulled the flasks, so my feeling is that only VS have actually got a patent right now but maybe they know VF will have one very soon. The FT CS lady only mentioned VS in the context of patents, but said they were pulling both. Or even if they don't know for sure it's coming they're doing so as a precaution because they think, given the VS development, VF will surely follow suit.
Presumably Focal and 3F are being less cautious , currently at least. Probably won't be long though yeah.