I have some BTC on Gox and I am absolutely sure malleability theft statement is a lie.
There is no way for a company that big to have such issues for years and do nothing to analyze or solve the problem.
I work in a small company (about 30 emp. total) and when we have a difference of 1 % between our reports and our supplier's reports,
an internal investigation starts in order to find where that 1 % comes from.
I repeat ... there is no way for such thing to happen.
The truth will set us all free...