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GLP-1s Show Promise in Addiction Treatment, Novavax Faces Vaccine Setback

• A new study links GLP-1 drugs to reduced risk of opioid overdose and alcohol intoxication, suggesting potential in addiction treatment. • Novavax's stock plummeted after the FDA placed a hold on its investigational influenza and COVID-19 combination vaccine due to a motor neuropathy case. • Sage Therapeutics is cutting a third of its staff after trial failures, focusing on commercializing ZURZUVAE®. • Sanofi is investing $325 million for a 16% stake in Orano Med, advancing radioligand therapies for cancer.

Among individuals with opioid or alcohol use disorder, the use of GLP-1 drugs has been associated with a decreased risk of opioid overdose or alcohol intoxication, according to research from Loyola University. This adds to the growing evidence suggesting GLP-1 drugs' potential in treating addiction.
The study, which analyzed eight years of observational data from over 1.5 million Americans' de-identified electronic records, revealed that prescriptions for drugs like Ozempic, Wegovy, Mounjaro, and Trulicity correlated with a 40% reduction in hospitalization rates for heroin overdoses and a 50% reduction for alcohol intoxication. These findings support earlier research, including a National Institute on Drug Abuse study that linked semaglutide (the active ingredient in Wegovy and Ozempic) to lower overdose rates in patients with both type 2 diabetes and opioid use disorder.

GLP-1s and Addiction Treatment

Prior clinical trials have indicated that GLP-1 drugs can diminish opioid cravings, potentially by targeting brain circuits that regulate desire, similar to how they suppress appetite. Despite these promising results, pharmaceutical companies have been hesitant to initiate large-scale studies on GLP-1s for addiction treatment.

Novavax Vaccine Program Halted

Novavax is facing challenges as the FDA has placed a hold on the investigational new drug application for its stand-alone influenza vaccine and a combination COVID-19 and flu shot under development. This decision led to a nearly 20% drop in the company's stock value. The hold was prompted by a Phase 2 trial participant developing motor neuropathy, an autoimmune condition affecting motor nerves.
The individual, residing outside the U.S., received the vaccination in January 2023 and developed motor neuropathy in September 2024. While similar conditions like Guillain-Barré syndrome have been linked to some vaccines, it remains unclear whether the vaccine triggered the illness in this case.

Company Response

Novavax's chief medical officer, Robert Walker, stated, "While we do not believe causality has been established for this serious adverse event, we are committed to working expeditiously to fulfill requests for more information from the FDA." The company aims to resolve the hold and proceed with a Phase 3 trial.

Other Industry News

Sage Therapeutics is reducing its workforce by a third following multiple trial failures, shifting focus to commercializing ZURZUVAE®. Sanofi is investing approximately $325 million to acquire a 16% stake in Orano Med, furthering the development of radioligand therapies for cancer. Novartis is licensing an experimental cancer treatment from Chengdu Baiyu for an upfront payment of $70 million.
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Reference News

[1]
More evidence on GLP-1s and opioid addiction - STAT News
statnews.com · Oct 17, 2024

Sage Therapeutics cuts staff, Eisai/Biogen's Leqembi rejected in Australia, Sanofi invests in Orano Med, Novartis licens...

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