I seem to recall a similar explanation being bandied about a few years back when Fuji discontinued Velvia 50. Within a year or so, they started manufacturing it again, presumably with a slightly tweaked formulation. If I ever heard an explanation of precisely what happened, I don't recall what it was. It's conceivable that history will repeat itself for Neopan 400, but I wouldn't count on it.
Yes, there's a bit more information in the Velvia Wikipedia article. I wouldn't bank on it happening either, but many, many people were disappointed at it being discontinued (which Fuji told me over the phone) so who knows how Fuji will play it?