It certainly does make sense if they are allowed to do a resort and the like, just not attractions in the parks.
Marvel themed room areas, character meals, and a Pirates League/Bibbiddi Bobbidi Boutique style dress-up (or whatever it is they call it) would fit in well near DHS, with an added Star Wars Galaxy area and possibly a scaled down Cars Land area at DHS would make this a pretty good male-centric area.
I don't have any of the numbers, but I would guess if Disney is losing a day (or even half-day) to Universal, its likely showing up most in the male demographic.
That said, I don't think they are allowed to do a resort, character meal, or dress-up at WDW themed to Marvel (at least the popular Marvel characters like Spiderman, Hulk, Thor, Capn America, Iron Man, X-Men).