Apparently they posted something on Facebook to the effect that they were regretful about not making it out to SDCC this year but to look out for some kind of announcement about the Smaug set later this year.
There has been a lot of online venom spewed at TBD, and while I certainly understand it, I'm not ready to pile on just yet and declare the line totally dead. I guess I just hate the thought of what could have been...
The fact that they have Beorn, The Bard, and the rest of the Dwarves already sculpted makes me think these could still make it out some way, in some form one day.