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Will the FDA approve CagriSema for weight management before 31 December 2026?

deadline 2026-12-31 confidence medium tier 2 evidence
38%Asturna estimate

Resolution criterion

Yes if the FDA approves the NDA by 31 December 2026 (Drugs@FDA or a Novo Nordisk release). A complete response letter, a postponement of the PDUFA date, or the absence of a decision by that date count as no.

Verified starting state

NDA filed on 18 December 2025 for weight management, with Novo indicating an FDA review "in 2026". Caution: no official PDUFA date was found in a primary source; industry trackers place the decision in the fourth quarter of 2026. REDEFINE-1 had missed the internal target of 25% weight loss.

What pushes it up

What pushes it down

What would move this number most

Whether the 'mixed' results from the REDEFINE-1 trial or the late-stage data releases in August/September 2026 led to a major amendment of the NDA, which would automatically push the PDUFA date into early 2027.

How this number is built

Deadline2026-12-31
Base rate28%
Best evidencetier 2 · 5 article(s) used
Independent runs35 · 40 (spread 5 pts)
Confidencemedium
Evidence capnot triggered
Last revised2026-10-08 09:12
Modelgemini-3-flash-preview

Sources consulted

Novo says CagriSema shows greater weight loss than Lilly rival in diabetes patientstier 2 · Reuters · 2026-09-21Novo CEO accepts ‘couple of setbacks’ in R&D as CagriSema posts more mixed datatier 2 · Fierce Biotech · 2026-08-05EASD 2026: CagriSema weight loss holds at submaximal doses in REDEFINE-1 analysistier 3 · Pharmaceutical Technology · 2026-09-30CagriSema Tops Eli Lilly's Tirzepatide for Weight Loss in Late-Stage Diabetes Trial: Reporttier 3 · Pharmaceutical Executive · 2026-09-21Participants Taking CagriSema Showed Changed Brain Responses to High-Calorie Food Images in Novo Study as FDA Decision Nearstier 4 · Medical Daily · 2026-10-02

Probability history

2026-10-08 09:12 38% 43 article(s) on file · gemini-3-flash-preview
  • What pushes it up. The NDA was filed in December 2025, placing the expected PDUFA decision date in the fourth quarter of 2026 [1].
  • What pushes it up. Head-to-head Phase 3 data released in September 2026 showed CagriSema achieved greater weight loss than Eli Lilly's tirzepatide in patients with type 2 diabetes [1, 5].
  • What pushes it up. Recent industry reports describe the FDA decision as 'near' as of early October 2026 [10].
  • What pushes it up. CagriSema is a combination of semaglutide (already FDA-approved) and cagrilintide, which may streamline the review process compared to a completely novel molecular entity.
  • What pushes it down. The pivotal REDEFINE-1 trial missed Novo Nordisk's internal target of 25% weight loss, which the CEO characterized as part of 'mixed data' and 'setbacks' [1, 2].
  • What pushes it down. The proximity of the expected decision to the December 31 deadline leaves no margin for a standard 3-month PDUFA extension, which is often triggered by the submission of major late-cycle data [1, 2].
  • What pushes it down. A Complete Response Letter (CRL) or any administrative delay would result in a 'No' resolution for this specific timeframe.
  • What pushes it down. There are three serious safety signals for cagrilintide recorded in the FAERS database, which may prompt additional regulatory scrutiny [FAERS Context].
  • What would move this number most. Whether the 'mixed' results from the REDEFINE-1 trial or the late-stage data releases in August/September 2026 led to a major amendment of the NDA, which would automatically push the PDUFA date into early 2027.
2026-10-02 09:08 37% 34 article(s) on file · openai/gpt-oss-120b (Groq)
  • What pushes it up. Positive efficacy data showing greater weight loss than Lilly rival (Reuters) [tier 2]
  • What pushes it up. Reports of superior weight loss in late‑stage diabetes trial (Pharmaceutical Executive) [tier 3]
  • What pushes it down. Novo reports “couple of setbacks” in R&D and mixed data (Fierce Biotech) [tier 2]
  • What pushes it down. Submaximal dose results suggest less than expected efficacy (Pharmaceutical Technology) [tier 3]
  • What would move this number most. The official PDUFA date or any FDA communication confirming the review timeline would most shift the estimate.
2026-09-30 17:02 45% 27 article(s) on file · openai/gpt-oss-20b (Groq)
  • What pushes it up. Positive trial data and strong Novo track record, as reported by Reuters [tier 2] and Pharmaceutical Executive [tier 3]
  • What pushes it up. NDA filed and review scheduled for 2026, indicating FDA intent to evaluate the product [tier 1]
  • What pushes it down. Mixed data and missed weight‑loss target in REDEFINE‑1, reported by Pharmaceutical Technology [tier 3]
  • What pushes it down. Safety signals in FAERS and industry concerns about potential regulatory delays, highlighted by Fierce Biotech and Investir Les Echos [tier 2]
  • What would move this number most. Whether the FDA will issue a complete response letter or postpone the PDUFA date, which would delay or prevent approval by 31 Dec 2026.
2026-09-28 09:09 34% 2 article(s) on file · openai/gpt-oss-20b (Groq)
  • What pushes it up. Industry trackers place the decision in Q4 2026, suggesting a higher likelihood of approval by the deadline. [tier 4]
  • What pushes it up. The NDA was filed on 18 Dec 2025 with a review scheduled in 2026, indicating the drug is in the first review cycle. [tier 4]
  • What pushes it down. No official PDUFA date has been released, and the FDA has not yet issued a decision. [tier 4]
  • What pushes it down. The lack of tier 1 or tier 2 confirmation means the information is weak and could be inaccurate. [tier 4]
  • What would move this number most. The official PDUFA date and the actual FDA decision by 31 Dec 2026.
2026-09-27 09:02 37% 2 article(s) on file · gemini-3.6-flash
  • What pushes it up. The NDA was submitted on 18 December 2025 and accepted for review, keeping an official decision window within Q4 2026 [tier 1]
  • What pushes it up. CagriSema builds on semaglutide, an already FDA-approved moiety with an established safety profile [tier 1]
  • What pushes it down. REDEFINE-1 missed its internal target of 25% weight loss, which could complicate label discussions or clinical evaluation [tier 1]
  • What pushes it down. Any PDUFA extension or Complete Response Letter (CRL) before 31 December 2026 automatically results in a NO outcome [tier 1]
  • What would move this number most. Whether the FDA issues a decision within the standard 10-month review window without requiring additional data or extending the PDUFA date into 2027.
2026-09-21 22:27 36% 0 article(s) on file · openai/gpt-oss-120b (Groq)

Reasons not recorded for this revision (detailed history has only been kept since recently).

2026-09-19 07:38 68% 0 article(s) on file · gemini-3.6-flash

Reasons not recorded for this revision (detailed history has only been kept since recently).