This. If the only reason they have the patents at all is because they agreed to license them rather than lock them up, their failure to keep that promise should strip them of ownership.
It's really no different than the not-quite-a-first-sale license doctrine the companies are all pushing. They sell you stuff, then claim it's a license not a sale despite the fact that they're following the rules for sales not licenses. Violate the license and the sale goes away.
If handing over a black sheet of paper in response to a mandatory disclosure demand is legal, then of course if the government issues a subpoena, handing over a black sheet of paper would be equally lawful, right?