Pharma BD Deal Intelligence

Abbott Laboratories / Alere Inc.

2016 · Acquisition/Merger · $5.8B · Complete

A $5.8B deal Abbott tried to litigate its way out of turned into its most valuable acquisition ever, as Alere's Binax rapid-testing platform became the foundation of BinaxNOW, driving roughly $8.4B in COVID-testing revenue in 2022 alone. That windfall came bundled with hundreds of millions in inherited legacy fraud settlements and a 2021 demand-forecasting misstep that saw Abbott destroy 8.6 million test cards.

WRONG BY 70 POINTS

A deal Abbott tried to walk away from became its single most valuable acquisition ever, thanks to the Alere/Binax rapid-testing platform's COVID-19 windfall — though it also imported hundreds of millions in legacy fraud liabilities and a bungled 2021 supply-chain reversal.

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Top 5 most underrated deals we track

Ranks computed across 828 graded deals (Critic + Outcome Score both present).

The coverage arc

Feb 02, 2016 GenomeWeb (citing Barclays' Jack Meehan and Frost & Sullivan's Divyaa Ravishankar) Bullish

Barclays analyst Jack Meehan said remaining POC players 'carry scarcity value for strategics looking to make inroads,' and Frost & Sullivan's Divyaa…

Sep 29, 2017 Crain's Chicago Business Bearish

Crain's framed deal closing as a partial win for Abbott but highlighted that Alere's sales-practice and false-claim issues would continue to drag on…

Aug 24, 2022 FierceBiotech Bearish

DOJ joining a 5-year-old false-claim and kickback suit against the Alere business validated Abbott's original 'substantial loss in value' complaint and…

Source summaries from our enrichment pipeline; follow links for originals.

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Abbott agreed to acquire Alere for $56/share, ~$5.8B equity value, to become global leader in point-of-care diagnostics. Alere had $2.5B annual sales in infectious disease, molecular, cardiometabolic, and toxicology testing. Combined diagnostics business projected >$7B in sales. Deal later renegotiated to $51/share (~$5.3B); closed October 2017 after litigation.

Did it work? Outcome assessment

A deal Abbott tried to walk away from became its single most valuable acquisition ever, thanks to the Alere/Binax rapid-testing platform's COVID-19 windfall — though it also imported hundreds of millions in legacy fraud liabilities and a bungled 2021 supply-chain reversal.

Strategic verdict
Achieved Stated Rationale
Financial impact
Accretive
Despite a litigated, renegotiated close (the price was cut to ~$51/share, ~$5.3B equity value, from the original 2016 terms), Alere was integrated as the core of Abbott Rapid Diagnostics. The unit became hugely accretive when COVID-19 drove explosive demand for Abbott's rapid antigen testing; COVID-19 testing-related sales reached billions of dollars in 2020-2021.
Pipeline outcome
Assets Advanced
Alere's point-of-care platforms underpinned Abbott Rapid Diagnostics and enabled the BinaxNOW COVID-19 antigen tests (FDA EUA August 2020; home-use EUA December 2020). Abbott reported delivering 400M+ COVID-19 tests by January 2021, with 300M in Q4 2020 alone.

Key facts

Disease & market context

Point-of-Care Diagnostics (Infectious Disease, Cardiometabolic, Toxicology, Molecular)

$23.5B Global point-of-care diagnostics market 2016 (~$19-24B range)

Disease Overview

Point-of-care (POC) diagnostics describes rapid, decentralized testing performed at or near the site of patient care — physician offices, ED, retail clinics, ambulances, low-resource field settings — rather than in centralized labs. Categories include infectious disease (HIV, TB, malaria, dengue, influenza, strep), cardiometabolic markers (HbA1c, BNP, troponin), and toxicology/drugs-of-abuse panels. The growth thesis at deal time was that POC platforms could compress turnaround time, improve adherence, and expand testing geography into emerging markets where central-lab infrastructure was thin.

Competitive Landscape

The 2016 POC diagnostics market was estimated at roughly $19-24B globally and forecast to reach $40.5B by 2022. Pre-deal, Abbott's diagnostics franchise was anchored by core lab and the i-STAT handheld blood-gas/chemistry platform, but had thin POC infectious-disease coverage. Alere brought Determine HIV, BinaxNOW influenza/malaria, Afinion HbA1c, Triage cardiac markers, and a sizable molecular Alere q platform — alongside leadership positioning in Africa, China, and India where Frost & Sullivan flagged Alere's CD4 analyzer as the first true POC device to materially shift HIV care delivery. Direct strategic competitors at deal time included Roche Diagnostics, Danaher (post-Beckman + Cepheid 2016), Siemens Healthineers, BD, bioMérieux, and Quidel; Barclays' Jack Meehan flagged remaining standalone POC players as having 'scarcity value for strategics' looking to enter the space. The deal subsequently became contentious — Abbott alleged a 'substantial loss in value' tied to a DOJ investigation of Alere sales practices, filed suit December 2016, Alere countersued, and the parties ultimately renegotiated to $51/share (~$5.3B equity / ~$4.5B purchase price) and closed October 2017. Net: Abbott achieved POC leadership but at a discount and after roughly 18 months of friction.

Related deals — scored

DealYearValueOutcome
Abbott Laboratories / Alere Inc. (this deal)2016$5.8B95
Abbott Laboratories / Knoll Pharmaceutical Company (BASF Pharma)2001$6.9B100
Abbott Laboratories / Knoll Pharmaceuticals (BASF Pharma)2000$6.9B95
Abbott Laboratories / St. Jude Medical2016$30.5B82
Abbott Laboratories / TheraSense Inc.2004$1.2B81
Abbott Laboratories / Vysis Inc.2001$355M79
Abbott Laboratories / Genentech, Inc. (Roche Group)200779

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