>>so leaning on that as an excuse/mitigation doesn't fly
I'm unclear what it is you want them to say here. They reported that the DSMB said there was a non statistically significant imbalance, and I'm not sure what else there is for them to say. Do you really expect the company to explain that non-significance isn't that meaningful here given the sample size?
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.