>>Only a select group of majors currently have confidentiality agreements with Kodiak and in order to release this information to these potential investors the would need to release a NR to everyone.<<

I agree- Especially since this is a "private" meeting, Kodiak can't present anything there that is not already public, otherwise it would be inside information. I assume they would like to have something new and exciting to discuss, so a PR beforehand would be convenient.