Pharma BD Deal Intelligence

Novartis AG / Xiidra (lifitegrast) from Takeda

2019 · Asset Purchase · $5.3B · Complete

Outcome grade pending — assessed 5 years post-close.

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The coverage arc

May 08, 2019 Eyewire News Bullish

Xiidra is positioned as the only Rx treating both signs and symptoms of dry eye, with a high FDA efficacy bar; Novartis framed the acquisition as strategic…

Jun 30, 2023 Bausch Health IR Neutral

Bausch + Lomb agreed (announced June 30, 2023) to acquire Xiidra, libvatrep and AcuStream from Novartis for up to $2.5B: $1.75B upfront cash plus up to…

Sep 29, 2023 www.novartis.com Neutral

Novartis completed the divestment of Xiidra, SAF312/libvatrep, AcuStream and OJL332 to Bausch + Lomb on September 29, 2023 for USD 1.75B upfront plus up to USD…

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

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Novartis agreed to acquire global rights to Takeda's Xiidra (lifitegrast) for dry eye disease for $3.4B upfront plus up to $1.9B in potential milestones (~$5.3B total). Strengthens Novartis' eye-care portfolio. Post-close outcome: Novartis subsequently exited the asset. On June 30, 2023 Bausch + Lomb agreed to acquire Xiidra (along with libvatrep/SAF312, the AcuStream delivery device, and pre-clinical OJL332) from Novartis for up to $2.5B (USD 1.75B upfront cash plus up to USD 750M in sales/commercialization milestones); the divestment completed September 29, 2023 — roughly four years after Novartis paid up to $5.3B for the product.

Did it work? Outcome assessment

Strategic verdict
Failed to Achieve
Financial impact
Impaired/Written Down
Pipeline outcome
Assets Advanced

Key facts

Related deals — scored

DealYearValueOutcome
Novartis AG / Xiidra (lifitegrast) from Takeda (this deal)2019$5.3B
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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