Since it's most probably false, the implications you refer to remain hypothetical, while the cost of cleaning up after npm's decision are measured in real M$s. And I think that's the real issue here.
I am not saying that we should give up on security altogether, but now there is so much toil attached to managing security, compliance and such aspects of the development lifecycle, that at some point managing all these aspects will outweigh all productivity a dev can bring to the project.
It's admittedly a hyperbole, but at that point the whole development procedure would simply become a pointless exercise without any benefit to anyone.