Pharma BD Deal Intelligence

Akcea Therapeutics, Inc. / Ionis Pharmaceuticals, Inc.

2018 · Licensing/Option · $1.7B · Complete

CALLED IT — OFF BY 14

The Akcea rare-disease commercialization bet collapsed within a year of full buyout — Ionis gutted 70% of the acquired workforce and outsourced the flagship product line it had just paid to bring in-house.

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The coverage arc

Oct 05, 2018 BioPharma Dive Neutral

FDA clears rare disease therapy from Akcea, Ionis; Tegsedi enters market with $450,000 annual price tag and a black-box warning matching its main RNAi…

Sep 09, 2019 BioPharma Dive Bearish

Three Akcea executives including the CEO depart in a 'disconcerting surprise' as Tegsedi launch underperforms expectations and the company struggles against…

Aug 31, 2020 BioPharma Dive Bearish

Ionis reels its spinoff Akcea back in after disappointing commercial execution on Tegsedi and Waylivra, effectively unwinding the 2018 partnership structure.

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

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Ionis licensed worldwide rights to Akcea for inotersen (Tegsedi) and follow-on AKCEA-TTR-LRx in March 2018. Akcea paid $150M upfront in stock plus Ionis purchased $200M of Akcea common stock; total deal up to $1.7B including $1.3B in commercial milestones. Profit-sharing 60/40 in Ionis's favor for inotersen, transitioning to 50/50 after AKCEA-TTR-LRx launch.

Did it work? Outcome assessment

The Akcea rare-disease commercialization bet collapsed within a year of full buyout — Ionis gutted 70% of the acquired workforce and outsourced the flagship product line it had just paid to bring in-house.

Strategic verdict
Failed to Achieve
Financial impact
Neutral
Pipeline outcome
Mixed

Key facts

Related deals — scored

DealYearValueOutcome
Akcea Therapeutics, Inc. / Ionis Pharmaceuticals, Inc. (this deal)2018$1.7B27
Pfizer Inc. / FoldRx Pharmaceuticals201099
Abbott Laboratories / Knoll Pharmaceuticals (BASF Pharma)2000$6.9B95
Astra AB / Zeneca Group plc1998$35.0B94
Merck & Co. Inc. / Acceleron Pharma Inc.2021$11.5B90
Johnson & Johnson / Actelion Ltd2017$30.0B90
Eli Lilly and Company / Boehringer Ingelheim GmbH2011$444M89

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