I get the feeling that Patrick and crew wouldn't want to put an all new 6" figure as a pack-in, and that any all new figure would be released on its own. They seem too money focused and I think they think that they'd be giving away too much value that they could make through normal retail. Personally I'd find a general release Malakili figure a little boring with all the other options they've got, and this seems like the perfect place for an exclusive pack-in.
It'll be interesting to see how actively the Rancor gets backed and if they pull out a few stops at the end if its not looking good, or if they just let it fail.
Is Cookie Monster the only thing that hasn't been funded? I believe everything else has been funded by a pretty wide margin.