For what its worth, that's exactly right. You typically don't file an 8-K for simply entering into an NDA/Confi Agreement. Otherwise, the SEC filings would be littered w/ such agreements. Since they are preliminary in nature, they would not be expected to meet the definition of entering into a 'material definitive agreement' which would require disclosure, like the NAK deal. Let's hope we get a NAK-like surprise filing in the next several weeks/months.