ICPT—I believe them that they don't have the actual unblinded numbers. But they surely know how difficult it is for an AE to be stat-sig in a trial that size...so leaning on that as an excuse/mitigation doesn't fly…
I agree with the second part of your sentence but not the first part. I rather doubt that ICPT was told there was a non-statsig safety imbalance without also being told the degree of the imbalance.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”