That's what I had in mind, Novak is a great diesel and can ride on rolling terrain for ages, but I can only really remember one standout high-mountain showing from him (Fedaia when he was 2nd to Covi). He was decent in Catalunya but this is a different level, and there are probably 10-15 climbers in the race better than their best doms, Majka has been nowhere this season.
They are leaving things to chance a bit with this lineup, whilst the others may start riding for podium early, if an opportunity arises to bury him, a mechanical at the wrong time, a mistake on a descent and getting caught in the valley, illness, a missed-feed or a hunger flat, if he is isolated at the point they will co-operate.
He has been dropped and had bad moments before and not having a Porte/Kuss with him is an unnecessary risk. Even if he wins by miles he won't be able to chill out in the highest of mountains and save energy for the Tour because he will have nobody with him.