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Pie-Crust Promises: The $95 Billion Gap Between Biotech Biobucks and Reality (2023-2025)

Pie-Crust Promises: The $95 Billion Gap Between Biotech Biobucks and Reality (2023-2025)

Biotech deal announcements routinely trumpet eye-catching "biobucks" figures—billions promised in future milestone payments if all goes well. Yet few of those contingent dollars ever materialize. Between 2023 and 2025, the industry saw a striking gap between milestones announced and milestones achieved, as most clinical and regulatory milestones proved to be pie-crust promises: easily made, easily broken.

This analysis dives into the hard data behind global milestone payments triggered in biotech and pharma deals, examining the numbers by phase, geography, deal type, and therapeutic area. It reveals why the vast majority of these payments remain elusive and what that means for dealmaking strategy.

The Biobucks Illusion: $95 Billion Promised, $9 Billion Paid

When a licensing or M&A deal is signed, companies routinely tout the total deal value—a sum of upfront cash plus every possible milestone payout. In practice, those headline numbers are largely an illusion. Industry veterans aptly dub them "Monopoly money," reflecting that only a fraction ever converts to real cash.

According to SRS Acquiom's 2025 analysis, of all the contingent milestone value built into life sciences deals since 2008—a whopping $95.1 billion worth of biobucks across 342 tracked deals—only about $9 billion had actually been paid out by mid-2025. That's a mere 9.5% realized. In other words, over 90% of milestone dollars dangled in deals ultimately never get delivered.

Metric Value
Total earnout potential tracked (2008-2025) $95.1B
Total actually paid $9.0B
Overall payout rate 9.5%
Biopharma-specific payout rate 19%
Milestone events achieved (2023) 22%
Deals paying zero milestones 45%

This gap between promise and reality has only marginally improved despite recent deal flurries. Two years prior, the payout rate was about 9.0%, so 9.5% represents a 0.5% uptick—progress measured in decimal points. Even when we isolate biopharma drug deals, which tend to have higher success rates than devices or diagnostics, only roughly 19% of the contingent payments tied to deals have been paid. The rest evaporated as pipeline programs faltered.

The 2023-2025 League Tables: Announced vs. Reality

Big Pharma M&A Scorecard (2023-2025)

The following table ranks major pharma acquirers by their 2023-2025 deal activity, showing the gap between announced values and actual/expected milestone payments.

Rank Acquirer Total Announced Value Upfront Paid Milestones/CVR Potential Milestones Paid to Date Effective Payout Rate
1 Pfizer $61.3B $61.3B (100%) $0 N/A 100% (all-cash)
2 Merck $23.7B $23.7B (100%) $0 N/A 100% (all-cash)
3 AbbVie $19.0B $18.8B $75M CVR $1.6B (licensing) 99%+
4 Bristol-Myers Squibb $30.3B $22.9B $7.4B $0 (Celgene CVR expired) 76%
5 Novartis $8.2B $7.1B $1.05B $160M (Chinook CVR) 89%
6 AstraZeneca $4.7B $3.8B $900M $0 (all pending) 81%
7 Johnson & Johnson $16.6B $16.6B $2.35B (Auris) -$1.1B (judgment against) N/A
8 Eli Lilly $3.2B+ $2.5B+ $700M+ Pending ~78%
9 Sanofi $2.2B $1.9B $330M CVR Pending 86%

Key Insight: Pfizer and Merck have entirely avoided milestone structures in major deals, paying 100% upfront. BMS carries the largest unrealized milestone exposure due to the Celgene CVR catastrophe.

Bristol-Myers Squibb: The Celgene CVR Disaster

Deal Year Announced Value Upfront CVR/Milestones Status Milestones Paid
Karuna Therapeutics 2024 $14.0B $14.0B (100%) None COBENFY approved Sep 2024 ✓ N/A
RayzeBio 2024 $4.1B $4.1B (100%) None Phase 3 ongoing N/A
Mirati Therapeutics 2024 $5.8B max $4.8B $1.0B CVR MRTX1719 NDA by 2031 $0 (pending)
Celgene 2019 $74B + $6.4B CVR $74B $9/share CVR EXPIRED WORTHLESS $0

The Celgene CVR failure remains the industry's cautionary tale. The $74 billion acquisition included a CVR paying $9/share (approximately $6.4 billion total) contingent on FDA approval of three drugs by December 31, 2020: ozanimod, liso-cel, and ide-cel.

Timeline of Destruction:

Date Event CVR Trading Price
Nov 2019 CVRs begin trading $2.26
Mar 2020 Ozanimod approved ✓ $4.51
May-Dec 2020 COVID delays Lonza facility inspections Declining
Dec 31, 2020 Liso-cel misses deadline $0.69
Jan 1, 2021 All CVRs terminate worthless $0.00
Feb 5, 2021 Liso-cel approved (36 days late) N/A
2021-2025 Litigation ongoing $6.7B+ potential liability

COVID-19 travel restrictions prevented an FDA manufacturing inspection at Lonza's Texas facility, directly causing the delay. The CVR required all three approvals—one miss killed the entire structure.

Pfizer: The All-Cash Champion

Deal Year Value Structure Status
Seagen 2023 $43.0B 100% cash Largest pharma deal since AbbVie/Allergan
Arena Pharmaceuticals 2022 $6.7B 100% cash VELSIPITY approved Oct 2023 ✓
Biohaven 2022 $11.6B 100% cash NURTEC commercial success ✓
Total $61.3B 100% upfront Zero milestone complexity

Pfizer's strategy demonstrates a clear preference for 100% all-cash structures in major acquisitions. The company committed $31 billion in new debt plus $8 billion in commercial paper to fund Seagen—a bet on ADC technology rather than contingent payments.

Merck: All-Cash, All Wins

Deal Year Value Structure Outcome
Prometheus Biosciences 2023 $10.8B 100% cash TL1A program in Phase 3
Acceleron 2021 $11.5B 100% cash WINREVAIR approved Mar 2024
Imago BioSciences 2023 $1.35B 100% cash Bomedemstat in Phase 2/3
Total $23.7B 100% upfront Zero milestone risk

Merck's Acceleron acquisition stands as a validation case: sotatercept (WINREVAIR) secured FDA approval for pulmonary arterial hypertension in March 2024, with Q3 2024 sales reaching $149 million and peak estimates of $2-4 billion annually.

AbbVie: High Upfronts, Mixed Results

Deal Year Announced Upfront CVR Outcome
Cerevel Therapeutics 2024 $8.7B $8.7B (100%) None Emraclidine FAILED Phase 2 (Nov 2024)
ImmunoGen 2024 $10.1B $10.1B (100%) None ELAHERE full approval ✓
Landos Biopharma 2024 $212M max $137.5M $75M CVR CVR pending
Milestones Paid (Licensing) 2024 $1.6B paid

AbbVie's Cerevel acquisition illustrates acquisition risk even in all-cash deals. Emraclidine—the lead asset and primary acquisition rationale—failed both Phase 2 EMPOWER trials in November 2024, missing primary endpoints for schizophrenia treatment.

However, AbbVie stands out for actually paying licensing milestones: $1.6 billion in 2024 with an additional $248 million expected in 2025.

Novartis: CVR Success and Setbacks

Deal Year Announced Upfront CVR Status Paid
Chinook Therapeutics 2023 $3.5B $3.2B $300M CVR Atrasentan approved Apr 2025 $160M ✓
Mariana Oncology 2024 $1.75B $1.0B $750M Pending $0
IFM Due 2024 $835M ~$92M (11%) $743M (89%) Pending $0

The Chinook CVR represents a rare success story: Novartis paid $160 million upon atrasentan's FDA approval in April 2025—one of the few CVRs to actually trigger.

AstraZeneca: The CVR-Heavy Acquirer

Deal Year Upfront CVR Total Deadline Status
Fusion Pharmaceuticals 2024 $2.0B $400M $2.4B Aug 2029 Pending
Gracell Biotechnologies 2024 $1.0B $200M $1.2B Regulatory Pending
Icosavax 2024 $0.8B $300M $1.1B Regulatory + sales Pending
Total $3.8B $900M $4.7B $0 paid

AstraZeneca consistently uses CVRs representing 15-25% of total deal value, all tied to regulatory milestones. All three 2024 CVRs remain pending.

Johnson & Johnson: From Payer to Defendant

Deal Year Upfront Milestones Outcome
Legend Biotech (partnership) 2017+ $350M+ Ongoing $375M+ paid ✓ (CARVYKTI: $963M 2024 sales)
Ambrx Biopharma 2024 $2.0B None 100% cash
Auris Health 2019 $3.4B $2.35B $1.1B JUDGMENT AGAINST J&J

The Auris Health judgment represents the largest earnout damages award in Delaware history. The court found J&J ran an internal competition ("Project Manhattan") pitting Auris technology against its own products, systematically avoiding milestone payments.

CVR Performance Database: A Decade of Broken Promises

Complete CVR Outcomes (2011-2025)

Acquirer/Target Year Face Value Trigger Deadline Final Outcome Payout
BMS/Celgene 2019 $9.00/share 3 FDA approvals Dec 2020 Expired worthless $0
Sanofi/Genzyme 2011 Up to $14/share Lemtrada approval + sales Various Settled via litigation ~$0.88/share
Alexion/Syntimmune 2018 $800M total 8 dev milestones 7 years Litigation award $310M+
Novartis/Chinook 2023 $300M FDA approval 2025 Paid $160M
AZ/Fusion 2024 $3.00/share Regulatory Aug 2029 Pending TBD
Radius Health 2022 $1.00/share $300M TYMLOS sales Dec 2025 Deadline imminent TBD
J&J/Abiomed 2022 Up to $35/share Class I guidelines Dec 2029 Pending TBD
Sanofi/Inhibrx 2024 $5.00/share FDA approval Jun 2027 Pending TBD
Lilly/Verve 2024 $3.00/share Phase 3 dosing 10 years Pending TBD

CVR Payout Statistics

Outcome Category Count Percentage
Paid in full 4 13%
Partial payment/settlement 6 20%
Expired worthless 20 67%
Total resolved 30 100%

According to Cleary Gottlieb's analysis of 65 biopharma CVR deals, among 30 with resolved outcomes, only 4 (13%) paid in full and 6 (20%) made partial payments. The remaining two-thirds expired worthless.

CVR Usage Surge

Year CVR Deals % of Total Deals Avg CVR as % of Deal Value
2020-2021 <10 <5% 15-20%
2022 9 ~8% 15-20%
2023 18-20 38% 20-25%
2024 7 22% 25-30%
2025 YTD 27 Record 37%

Milestone Achievement Rates: The Phase-by-Phase Reality

Achievement by Development Stage

Phase Achievement Rate Typical Payment $ Missed (Est.)
Preclinical (IND filing) 61% $5-15M Low
Phase 1 completion 32% $5-20M Moderate
Phase 2 completion 20% $15-40M High
Phase 3 completion 15% $50-150M Very High
Regulatory (FDA approval) 11% $75-200M $12.1B+
Commercial ($100M sales) 10-15% $10-25M High
Commercial ($500M sales) 5-8% $25-75M Very High
Commercial ($1B+ sales) 3% $50-150M Highest

Source: SRS Acquiom, BIO/Informa

Key finding: Of approximately $25 billion in commercial milestone potential tied to $1B+ sales thresholds, virtually none is expected to pay out based on the 3% historical achievement rate.

Achievement by Therapeutic Area

Therapeutic Area Overall LOA* Phase 2→3 Success Implied Milestone Risk
Hematology 23.9% 48.0% Lowest
Rare Disease 17.0% 44.6% Low
Metabolic/Obesity 15.5% 45.0% Low-Moderate
Infectious Disease 13.2% 38.4% Moderate
Immunology 10.7% 31.4% Moderate-High
Psychiatry 7.0% 27.0% High
CNS/Neurology 5.9% 26.8% High
Oncology 5.3% 24.6% Highest
Cardiovascular 4.8% 21.0% Highest

*Likelihood of Approval from Phase 1. Source: BIO/Informa Clinical Development Success Rates

Oncology dominates deal volume but has among the lowest clinical success rates. This explains why the industry generates massive biobucks announcements (oncology accounts for 40%+ of deals) but sees relatively few payouts.

China-to-West Deals: $41 Billion in Promises, Mixed Results

The China licensing wave generated enormous biobucks headlines—but outcomes have been sharply divergent.

China Deal League Table (2023-2025)

Rank Chinese Company Western Partner Announced Total Upfront Milestones Paid Status
1 Innovent Biologics Takeda $11.4B $1.2B $0 New (Dec 2025)
2 Hengrui Medicine GSK $12B+ Undisclosed $0 Pending
3 Hansoh Pharma GSK $3B+ Undisclosed $0 ADCs advancing
4 BeiGene Novartis $650M+ $650M $0 TERMINATED
5 Innovent Biologics Eli Lilly $1B+ $200M $0 TERMINATED
6 Legend Biotech J&J/Janssen $350M+ ongoing $350M $375M+ CARVYKTI success
7 HUTCHMED Takeda $1.13B $400M ~$70M+ FRUZAQLA success

Deal Failures: What Went Wrong

Innovent/Eli Lilly (Terminated October 2022)

Metric Detail
Asset Sintilimab (PD-1 inhibitor)
Upfront paid $200M
Milestone potential $825M
Milestones received $0
Failure reason FDA rejected China-only pivotal data

BeiGene/Novartis (Terminated September 2023)

Metric Detail
Asset Tislelizumab (PD-1 inhibitor)
Upfront paid $650M
Milestone potential $650M+ additional
Milestones received $0
Failure reason "Changing PD-1 inhibitor landscape"
Outcome BeiGene launched independently; Tevimbra FDA approved Mar 2024

Deal Successes: What Worked

Legend Biotech/J&J (Ongoing)

Metric Detail
Asset Cilta-cel (CAR-T, CARVYKTI)
Milestones paid $375M+
2024 sales $963M
Patients treated 5,000+
Status Approaching blockbuster

HUTCHMED/Takeda

Metric Detail
Asset Fruquintinib (FRUZAQLA)
Milestones paid ~$70M+ (including $20M commercial milestone)
2024 sales $290M
Approvals US (Nov 2023), EU (Jun 2024), Japan (Sep 2024)

China Deal Volume Surge

Year China-to-West Deals Total Value Share of Global Biotech Licensing
2023 45+ $16.6B 24%
2024 60+ $41.5B 28-31%
2025 Q1 25+ $15B+ 32%

Source: Pharmaceutical Technology, Nature Reviews Drug Discovery

Earnout Litigation: $1 Billion Judgments Reshape Dealmaking

Delaware Court of Chancery rulings in 2024-2025 fundamentally changed earnout risk calculations.

Major Litigation Outcomes

Case Disputed Amount Winner Award Precedent Set
J&J/Auris Health $2.35B Seller $1.1B+ Internal competition = breach
Alexion/Syntimmune $800M Seller $310M+ "Outward-facing" CRE standard
Medtronic/Companion $100M Buyer Dismissed "Complete discretion" protects buyer
Cephalon/Ception Unknown Buyer N/A Subjective standard favors buyer
BMS/Celgene CVR $6.4B+ Pending TBD Diligent efforts under review

J&J/Auris: Largest Earnout Award in Delaware History

The September 2024 judgment found J&J:

  • Initiated "Project Manhattan" pitting Auris technology against internal products
  • Changed employee incentives away from earnout milestones
  • Concealed that a clinical trial death would delay milestone achievement
  • Violated explicit prohibition on considering milestone costs in development decisions

Judgment: $1.1 billion+ with interest—under appeal to Delaware Supreme Court.

Dispute Statistics

Metric 2023 2025 Trend
Deals with disputes 28% 31%
Disputes among milestone-achieving deals 32% 36%
Q1 earnout filings vs. prior year 4x increase ↑↑
Deals paying zero milestones 43% 45%

Source: SRS Acquiom

Deal Structure Evolution: The Shift to Risk-Averse Structures

Upfront as Percentage of Total Deal Value (2019-2025)

Year Upfront % CVR Usage All-Cash Mega-Deals
2019 13% Low Rare
2021 38% 9 deals Moderate
2022 30-35% 9 deals Increasing
2023 25-35% 20 deals (38%) Common
2024 7-20% 7 deals (22%) Dominant
2025 H1 15% 27 deals Very Common

Source: Fierce Biotech, SRS Acquiom

Milestone Achievement Rate Decline

Period Event Achievement Value Achievement
2017 31% ~25%
2019 33% ~30%
2021 34% (peak) 34%
2023 22% 16%
2025 22% 16%

The 12-point decline from 2021 to 2023 reflects both economic pressures on development programs and more stringent milestone definitions.

Deal Size Analysis

Deal Size Upfront % Achievement Rate Dominant Structure
Sub-$500M 50-60% ~35%+ Development milestones
$500M-$1B 40-50% ~25% 2-4 year earnouts
$1B-$5B 30-50% ~20% 4-6 milestone events
$5B+ mega-deals 70-90% ~15% All-cash or CVR

Smaller deals pay out more frequently because earlier-stage milestones have higher achievement rates and smaller targets face less portfolio deprioritization risk.

Royalty Monetization: The Alternative to Milestone Uncertainty

Companies increasingly sell milestone rights to royalty aggregators, revealing market-implied valuations for uncertain future payments.

Royalty Aggregator League Table

Rank Buyer 2024-2025 Capital Deployed Strategy Implied Discount Rate
1 Royalty Pharma $2.8B (2024) Approved products 5-8%
2 Blackstone Life Sciences $10B+ AUM Phase 3 funding 15-25%
3 DRI Healthcare $1B+ since IPO Pre-approval deals 10-15%
4 XOMA Royalty 120+ assets Whole company deals 15-25%

Notable Monetization Transactions

Transaction Investment Exit Return Holding Period
DRI/TZIELD $100M $210M to Sanofi 110% ~7 weeks
Royalty Pharma/Revolution Medicines $2.0B Pending TBD Ongoing
PTC/Royalty Pharma (Evrysdi) $1.65B total Ongoing

DRI Healthcare's TZIELD transaction—buying for $100 million and selling to Sanofi for $210 million within weeks—demonstrates value arbitrage when strategic buyers emerge.

Implied Discount Rates by Asset Stage

Asset Stage Implied Discount Rate Risk Level
Approved, commercial 5-8% Low
Near-commercial (Phase 3) 10-15% Moderate
Development stage 15-25%+ High
Preclinical 25-40%+ Very High

Valuation Framework: What Biobucks Are Actually Worth

Based on the comprehensive data above, here's a framework for discounting announced milestone values:

Risk-Adjusted Milestone Valuation

Milestone Type Announced Value Risk-Adjusted Value Discount Factor
Upfront cash $100M $100M 1.0x
Phase 1 milestones $100M $32M 0.32x
Phase 2 milestones $100M $20M 0.20x
Phase 3 milestones $100M $15M 0.15x
Regulatory milestones $100M $11M 0.11x
Commercial ($1B+ sales) $100M $3M 0.03x
CVR (historical average) $100M $13M 0.13x

Worked Example: Valuing a Typical Deal

Announced: "$5 billion partnership"

Component Announced Risk-Adjusted
Upfront $300M $300M
Phase 1/2 milestones $500M $130M
Phase 3 milestones $1.0B $150M
Regulatory milestones $1.0B $110M
Commercial milestones $2.2B $66M
Total $5.0B $756M
Implied payout rate 15%

Conclusion: Three Truths About Biopharma Milestones

First, announced biobucks dramatically overstate actual value. With only 22% of milestones paying out and commercial milestones at 3%, a headline "$5 billion deal" with $4 billion in milestones should be valued closer to $1.5-2 billion in expected payments. The industry's $95 billion in announced milestone potential has yielded just $9 billion in actual payments.

Second, CVRs have largely failed target shareholders. The Celgene CVR's $6.4 billion expiration—missing its deadline by just 36 days—and Genzyme's $0.88/share settlement versus $14/share potential demonstrate these instruments' poor track record. Yet CVR usage is surging, representing 37% of 2025 deal values.

Third, litigation is reshaping deal structures. The J&J/Auris $1.1 billion judgment and Alexion/Syntimmune $310 million award establish that acquirers face real liability for deprioritizing acquired programs. Expect more buyer-protective "sole discretion" language and shorter earnout periods.

For dealmakers, the data suggests a clear hierarchy: upfront cash is worth face value, early development milestones are worth ~30% of face value, and commercial milestones are essentially optionality worth 3-5% of announced amounts. Investors and analysts should discount headline biobucks accordingly.

Disclaimer: I am not a lawyer or financial adviser. This article does not constitute investment advice, legal advice, or financial advice of any kind. All information presented here is derived from publicly available sources including SEC filings, press releases, and industry reports. Details of specific transactions may have changed since publication. Readers should conduct their own due diligence and consult with qualified legal and financial professionals before making any investment or business decisions.