Well sure, that's the point that you're trying to make. I thought anything most people felt you were claiming you need a theory related to the novel Discovery or convention. That is to say how it might work and what the expected outcomes are. I can't go to the lab without a theory that my car can get me there. That doesn't mean I have a hypothesis for what will happen when I mix two substances in the lab.
Thinking that something will either happen or not happen if I mix those two substances is not a theory.
Thinking that something will either happen or not happen if I mix those two substances is not a theory.