Please forgive me over analyzing things right now....as mentioned, after today I'm taking a 40 day break from this, and all other, forums. 

IR's answer about expecting to provide an update "at the appropriate time" has me scratching my head.  It suggests to me that now, or a week or so back when NKF published the presentation on their website....it suggests that this is NOT an appropriate time.  

Why wasn't this week deemed appropriate?  Is there something coming in the next couple of weeks that would render it inappropriate to disclose the late breaker now?