Virus creators are using popular anti-virus packages as testbeds for their malware, meaning the most popular tools are going to be useless for immediate protection.
I think this is actually good news for the security sector, as it creates more competition grounded in innovation. If smaller, niche vendors can make it by proving they are a needed supplement to popular packages, they drive down prices. Virus authors still need to find ways to spread their creations, and the increased customization targeting an ever shrinking number of security holes is not going to solve that dilemma. Popular anti-virus products protect the broad base, which includes distribution exploits.
Let the little guy cover the back door. Meanwhile, we all win.