Pharma BD Deal Intelligence

Novartis AG / Speedel Holding AG

2008 · Acquisition/Merger · $880M · Complete

CALLED IT — OFF BY 22

Novartis paid ~$880M for full control of Tekturna/Rasilez, then took a ~$900M impairment on it three years later and sold the wreckage off in 2016 for a fraction of the price.

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The coverage arc

Nov 22, 2007 PharmaTimes Bearish

The pre-deal royalty dispute — Speedel disputing CHF cost-of-goods payments and audit rights — gave Novartis a clear strategic reason to fully integrate the…

Dec 20, 2011 Wikipedia (Aliskiren) Bearish

The ALTITUDE trial halt in December 2011 — increased stroke, kidney complications, hyperkalemia, and hypotension in diabetics on aliskiren plus ACE/ARB —…

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CHF 907M total; renin inhibitor (aliskiren/Tekturna); CHF 130/share

Did it work? Outcome assessment

Novartis paid ~$880M for full control of Tekturna/Rasilez, then took a ~$900M impairment on it three years later and sold the wreckage off in 2016 for a fraction of the price.

Strategic verdict
Failed to Achieve

Key facts

Related deals — scored

DealYearValueOutcome
Novartis AG / Speedel Holding AG (this deal)2008$880M16
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

Compare all 7 side-by-side →

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