Sorry, but there are some issues with your story:
- the K-5 II doesn't have the K-30's SAFOX IX+, but the newly developed SAFOX X.
- price fluctuations are only on the US market, I don't think they're discussed in such meeting, in Japan.
- Pentax would know if/when they can use a sensor when they're developing a camera around it
My educated guess: limited resources. They couldn't develop the K-30, then an entirely new K-5 level camera while not postponing their future plans. Besides, why would they change the sensor?
But it's not as imaginative as yours