The FDA released a second tranche of Commissioner’s National Priority Vouchers, adding six drugs — including high-profile obesity candidates from Eli Lilly and Novo Nordisk — to a program that guarantees accelerated review windows and incentivizes domestic priorities. The list included oral GLP‑1 candidates and was announced alongside public-private pricing agreements for obesity medicines. The move gives sponsors a regulatory fast-track option that can shave months off review timelines and was offered in return for broader pricing commitments from manufacturers. Industry watchers noted the program’s potential to reshape launch sequencing for competitive, high‑value therapies. Observers will monitor how voucher allocations influence regulatory filings, valuation of priority-review rights, and whether the program changes commercial strategies for high-cost modalities like GLP‑1s.
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