Episode #1: Amylin Pharmaceuticals

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Episode #1: Amylin Pharmaceuticals

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Listen on SpotifyListen on Apple PodcastsListen on YouTubeTABLE OF CONTENTS(00:00:00) - Introduction(00:04:40) - $50 of Dried Lizard Venom(00:29:17) - Fax of Death(00:43:04) - Sleeping Beauty Awakens(00:52:07) - Carl Icahn Sends a Letter(01:09:19) - Endgame(01:13:40) - Postmortem & PlaybookCREDITSCo-hosted by Alex Kesin and Matthew Pech Written, edited, and produced by Alex KesinMusic: “Food” by nerowski* Special thanks to the team at NFX for the use of their recording studio.SOURCESLast updated: January 2026I. PRIMARY DOCUMENTSFDA Regulatory DocumentsSymlin (pramlintide acetate) - NDA 21-332* Approval Letter & Package (March 16, 2005)* Medical Review* Statistical Review* Clinical Pharmacology & Biopharmaceutics Review* Administrative Documents & CorrespondenceByetta (exenatide) - NDA 21-773* Approval Letter & Package (April 28, 2005)* Medical Review* Statistical Review* Clinical Pharmacology & Biopharmaceutics Review* Administrative Documents & CorrespondenceBydureon (exenatide ER) - NDA 22-200* Approval Letter (January 27, 2012)* Other Action Letters (Complete Response)* Summary Review* REMS* Administrative CorrespondenceSEC Filings & Financial Documents* Amylin 2005 Results Press Release (Ex-99.1, 8-K)* Amylin 2007 Results Press Release (Ex-99.1)* Amylin 2011 Form 10-K (Net Product Sales)* Carl Icahn SEC Filing (Schedule 13D)Proxy Fight & Legal Documents* Carl Icahn Letter to Amylin (April 15, 2009)* Amylin Response to Icahn (April 20, 2009)* Police Fund v. Bradbury (Amylin) Trial (May 4, 2009)* Lilly Litigation Ruling (May 25, 2011)II. ORAL HISTORY & INTERVIEWS* Howard Greene Oral History (UCSD Library, October 8, 2008) - Primary source for Hybritech founding, Ted Greene’s background, and early Amylin historyIII. NEWS & TRADE PRESS2000* “The Rumsfeld Resume” - CBS News (December 28, 2000) - Donald Rumsfeld’s board tenure at Amylin (1991-1996)* “Roller Coasting” - Forbes (July 24, 2000) - Joe Cook narrative, J&J partnership collapse2005* “Investing for a Profit and a Daughter’s Health” - NYT (March 19, 2005) - Allen Andersson investment story, “tablecloth deal”2006* “Diabetics see hope (and weight loss) in new drug” - NYT (March 2, 2006) - “Lizzie” nickname, patient testimonials* “4 Diabetes Drugs Are Seen Raising Hope and Profit” - NYT (June 22, 2006) - Manufacturing shortage, 400,000+ patients* “Don’t kill off life-saving drugs” - Heritage Foundation (August 15, 2006) - Policy perspective on Byetta’s potential impact* “Byetta Craze Is First Salvo in Promising New Line of Drugs” - diaTribe - ADA conference chaos, “one man cried”2007* Dr. John Eng Profile - Diabetes In Control (September 18, 2007) - Eng’s discovery story, patent struggles, Amylin vs. Lilly negotiations2008* Xenome/Amylin Partnership - BioSpace (February 5, 2008) - Venom peptide library partnership2009* Eastbourne Capital Sells Stake - San Diego Union-Tribune (October 10, 2009) - End of Eastbourne activist campaign* Survey: Additional Diabetes Dru...

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