If you do a 'show np 1 me-stat '-socm'' you will see a counter catching the packet drops.
Drop [mac lookup fail]: 30 0
Drop [route lookup fail]: 14316 0
We can't setup connection for unknown mac-address or if we do not have a route.
We need to first learn the mac-address through the arp request/response mechanism.
This is during this process that the encap id is associated with the mac-address.
Without that encapid we can't create the connection to flow the traffic.
You can try to disable normalization to see if that could help, but I can't guarantee it.
Gilles.