Or, the NKF has limited strategic value now, as a venue or timing?

Buckeyes, this theory has my vote.  IR confirmed they have "sensitive information" so they are not pulling the presentation because the data isn't there.  With the virus mayhem going on right now, a presentation of outstanding data would barely get noticed or propagated.  Best to hold on to earth shattering data and release it when the world returns to normal and the news can get the proper exposure and calm consideration that it deserves. 

JMHO