The developing countries have few funds for fighting this, letalone epidemics such as AIDS. Ultimately, the treaty's impact will be measured not by money or compliance but by the mortality statistics.
Those familiar with the workings of the executive branch appreciate that no decision of any consequence -- letalone one of such intense interest to the Congress -- is taken without considering the nature and timing of its presentation on Capitol Hill.
The mere prospect of such an exclusion, letalone its implementation, may well compel such companies to forego any future transactions in the country in question, rather than lose access to so important (both symbolically and financially) a U.S. customer.