Pharma BD Deal Intelligence

Abbott Laboratories / St. Jude Medical

2016 · Acquisition/Merger · $25.0B · Complete

Abbott divested its Medical Optics vision care business to J&J for $4.325B to satisfy antitrust conditions for the St. Jude acquisition. The divestiture streamlined Abbott toward cardiac and diagnostic devices while giving J&J surgical vision expansion in cataract and LASIK.

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Top 25 largest deals of the 2010s

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

The coverage arc

Dec 27, 2016 Federal Trade Commission Neutral

FTC puts conditions on Abbott's proposed $25 billion acquisition of St. Jude Medical, requiring divestiture of two medical device businesses to settle…

Feb 21, 2017 SEC EDGAR 8-K Neutral

announced that it had entered into an agreement dated September 14, 2016 to sell Abbott Medical Optics ("AMO"), its vision care business, to Johnson Johnson…

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announced that it had entered into an agreement dated September 14, 2016 to sell Abbott Medical Optics ("AMO"), its vision care business, to Johnson Johnson for $4.325 billion in cash, subject to customary purchase price adjustments for cash, debt, and working capital.

Key facts

Disease & market context

Laser Refractive Surgery (LASIK)

Competitive Landscape

AMO's LASIK platform (iDesign wavefront diagnostic + Star S4 IR excimer laser, iFS femtosecond flap laser) competes in a refractive surgery market segmented by three device MOA classes. Excimer laser ablation systems: Alcon/WaveLight EX500 excimer (with Contoura topography-guided ablation, FDA approved 2016), Bausch + Lomb's Teneo 317 (FDA approved 2022), and Zeiss MEL 90 compete directly with AMO's Star S4 IR; Alcon WaveLight holds leading U.S. share by procedure volume. Femtosecond flap-creation lasers: Alcon's FS200, Ziemer's LDV Z8/Z6, and Zeiss VisuMax compete with AMO's iFS; the Zeiss VisuMax additionally enables the SMILE (small-incision lenticule extraction) procedure, an MOA-differentiated flap-less alternative approved by FDA in 2016 (myopia) and 2018 (astigmatism) that pulls volume out of traditional LASIK. Wavefront/topography diagnostics and planning: AMO iDesign vs. Alcon Contoura/Topolyzer and Zeiss Atlas. The Zeiss VisuMax SMILE franchise plus Alcon's WaveLight excimer installed base represent the primary commercial threat to AMO's LASIK systems, which J&J absorbed in the 2017 AMO acquisition. Source: FDA SMILE approval summary, Zeiss VisuMax PMA.

Cataract Surgery

Competitive Landscape

The AMO cataract franchise (Tecnis IOLs, Whitestar Signature phacoemulsification) competes in a device market consolidated around three MOA-differentiated segments. Intraocular lens (IOL) implants: Alcon's AcrySof IQ, Clareon, PanOptix trifocal and Vivity EDOF platform dominate premium IOL share globally, with monofocal AcrySof historically the volume leader; Bausch & Lomb's enVista monofocal and enVista Envy trifocal (FDA approved 2024) and HOYA Surgical Optics' Vivinex round out the premium IOL category. Phacoemulsification systems: Alcon's Centurion Vision System is the share leader in U.S. cataract ORs, directly competing with AMO's Whitestar Signature Pro and Bausch+Lomb's Stellaris Elite. Femtosecond laser-assisted cataract surgery (FLACS) is a rival MOA to conventional phaco: Alcon LenSx, Bausch+Lomb Victus, and Ziemer LDV Z8 compete with AMO's Catalys Precision Laser System. Alcon's surgical segment reported approximately $4.9B in FY2023 and is the primary franchise threat; the combined Tecnis/Whitestar/Catalys platform ranked as the clear #2. This is the market J&J acquired via the $4.325B AMO carve-out. Source: Alcon 2023 Annual Report on Form 20-F discloses surgical segment composition, Centurion and LenSx commercial status.

Consumer Eye Health

Competitive Landscape

AMO's consumer eye-care portfolio (Complete multipurpose solution, Blink lubricant eye drops, RevitaLens disinfecting solution) competes across three MOA-differentiated OTC segments. Contact lens care/multipurpose disinfecting solutions: Alcon's Opti-Free PureMoist and Clear Care hydrogen-peroxide system, Bausch + Lomb's Biotrue and renu multi-purpose solution, and CooperVision/private-label solutions dominate shelf share; Complete and RevitaLens are direct positional rivals. Artificial tears / dry-eye lubricants: Allergan/AbbVie's Refresh and Refresh Optive family, Alcon's Systane Ultra and Systane Complete, Bausch + Lomb's Soothe XP and Similasan compete head-to-head with Blink Tears and Blink GelTears; this OTC category is heavily promoted and retailer-driven. Adjacent prescription dry-eye Rx (Restasis cyclosporine, Xiidra lifitegrast, Eysuvis loteprednol, Tyrvaya varenicline nasal spray) create a cross-MOA upgrade path that cannibalizes OTC lubricants for moderate-severe dry eye. Alcon's Vision Care segment recorded approximately $3.9B FY2023, with consumer OTC products (Systane, Opti-Free, Clear Care) representing the primary franchise threat to AMO's consumer line acquired by J&J Vision. Source: Alcon 2023 Form 20-F identifies Systane and Opti-Free as lead Vision Care brands.

Deal timeline

Related deals — scored

DealYearValueOutcome
Abbott Laboratories / St. Jude Medical (this deal)2016$25.0B75
Abbott Laboratories / Knoll Pharmaceutical Company (BASF Pharma)2001$6.9B100
Abbott Laboratories / Knoll Pharmaceuticals (BASF Pharma)2000$6.9B95
Abbott Laboratories / Alere Inc.2016$5.8B95
Abbott Laboratories / St. Jude Medical2016$30.5B82
Abbott Laboratories / TheraSense Inc.2004$1.2B81
Abbott Laboratories / Vysis Inc.2001$355M79

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