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$599

Dual/triple agonist, GLP-1RA, Topics

November 17, 2025

Obesity CNPV Analysis: Novo Changes Strategy, but Lilly Set to Win

Here is a brief preview of this blast: As part of Novo and Lilly’s recent MFN deals (previous FENIX insight), both received a Commissioner's National Priority Voucher (CNPV), potentially accelerating the review time of a product to only 1-2 months. Novo and Lilly disclosed plans to use their CNPVs for 7.2mg semaglutide and orforglipron, respectively. Below, FENIX provides thoughts on each of the CNPVs, including why Lilly is positioned to benefit the most.