Pharma BD Deal Intelligence

Novartis AG / Ionis Pharmaceuticals, Inc. / Akcea Therapeutics, Inc.

2016 · Licensing/Option · $1.4B · Complete

WRONG BY 74 POINTS

Not an acquisition at all — a cardiovascular licensing deal where Novartis dropped half the assets and the surviving one (pelacarsen) still has zero approvals or revenue after nearly a decade

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

The coverage arc

Jan 05, 2017 BioPharma Dive Bullish

Novartis hooked up with Ionis and Akcea to gain access to two Phase 1/2a antisense cardiovascular candidates targeting Lp(a) and ApoCIII, expanding its…

Jan 08, 2019 FierceBiotech Bullish

With positive Phase 2 data showing up to 80% Lp(a) reduction, Akcea and Ionis stood to receive $150M as Novartis exercised the option to license…

Feb 08, 2019 BioPharma Dive Bullish

Novartis paid $150M to license the lead Lp(a) candidate, signaling confidence in pelacarsen as a potential first-in-class Lp(a)-lowering therapy heading into…

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

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Novartis entered a worldwide option and collaboration agreement with Ionis Pharmaceuticals and its Akcea Therapeutics subsidiary on two Phase 1/2a antisense cardiovascular candidates (AKCEA-APO(a)-LRx and AKCEA-APOCIII-LRx). Near-term payments of $175M total ($75M upfront + $100M equity in Ionis). Up to $600M (APO(a)) and $530M (APOCIII) in development/commercial milestones plus tiered royalties topping 20%. Novartis to fund Phase 3 CV outcomes trial upon option exercise.

Did it work? Outcome assessment

Not an acquisition at all — a cardiovascular licensing deal where Novartis dropped half the assets and the surviving one (pelacarsen) still has zero approvals or revenue after nearly a decade

Strategic verdict
Failed to Achieve

Key facts

Related deals — scored

DealYearValueOutcome
Novartis AG / Ionis Pharmaceuticals, Inc. / Akcea Therapeutics, Inc. (this deal)2016$1.4B26
Novartis AG / Advanced Accelerator Applications S.A.2017$3.9B98
Novartis AG / Endocyte, Inc.2018$2.1B96
Novartis AG / Lek Pharmaceuticals d.d.2002$876M88
Novartis AG / GlaxoSmithKline plc2014$16.0B81
Novartis AG / PTC Therapeutics Inc.2024$2.9B80
Novartis AG / Chinook Therapeutics Inc.2023$3.5B78

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