Clindamycin Phosphate

6月12日，浙江省医保局集中公示了一批调整挂网的药品名单，多家企业生产的磷酸奥司他韦胶囊、克林霉素磷酸酯注射液被调整药品价格或者暂停挂网。浙江医保局未披露这批药品的相关价格，仅指出公示名单中部分药品曾因价格遭到投诉，经专家评估、议价后得出了这次结果。该名单基本覆盖了绝大多数奥司他韦的生产企业，博瑞制药、普利药业等被标注为“调整挂网价格”，东阳光长江药业、成都倍特的产品都被指出“不符合要求”，直接暂停挂网。磷酸奥司他韦是东阳光的当家品种，在这个领域，东阳光的市场份额无人能敌。根据财报，“可威”品牌的奥司他韦占去了东阳光长江总营业收入的66%，这正是本次被浙江点名暂停挂网的品种。每年流感季，东阳光的产品都会被抢购断货，价格疯涨，每次奥司他韦都会处在舆论中心，引发各地监管部门的注意。全方位限价每逢流感季，奥司他韦频频因为涨价而被推向风口浪尖。老百姓都很疑惑：奥司他韦不是集采了吗，为什么还是那么贵？2022年，奥司他韦胶囊曾被纳入第七批国家集采，中选价格每粒不到1元，降幅达84%。值得注意的是，中标的并非东阳光长江旗下的“可威”品牌，而是东阳光药业的“奥司他韦胶囊”，包装上和“可威”有所不同。“可威”是有品牌效应的，而东阳光药在第七批集采中标的品种在市场上销路并不好，即使进了集采降价，影响是可控的。这是实打实的高招，东阳光得以保留“可威”胶囊的高定价，还可以在集采外市场销售。根据江苏省公共资源交易中心，“可威”品牌的奥司他韦胶囊目前挂网价在9.86元一粒，比集采中选的奥司他韦胶囊贵了近10倍。图源：江苏省公共资源交易中心只是，现在这条路恐怕是走不通了。自去年来，国家医保局加强了集采药品的落地实施，奥司他韦的销售也受到影响。东阳光药披露，2024年，公立医院减少了对集采计划之外的采购，导致“可威”奥司他韦的销售下滑。如今，浙江省因“可威”胶囊价格暂停挂网，无疑又给东阳光加上了一道枷锁。但“可威”的限价还不是主要影响，对东阳光更大的打击还是来自奥司他韦颗粒被集采。曾经，东阳光药的奥司他韦颗粒是公司的支柱，占据了同品类中99%的份额。然而自2023年来，磷酸奥司他韦颗粒就进入到了各地省级集采的范围中。截至去年年底，全国20个省份已经实施了奥司他韦颗粒的集采。截至2024年底，奥司他韦颗粒的平均售价已降至每袋2.97元。危机重重东阳光即将面临的挑战是全方位的。放眼整个奥司他韦的市场，东阳光虽处在头部，但近年来竞争者的涌入带来了很大竞争压力。仅磷酸奥司他韦的市场，东阳光药的份额已从2023年的64.8%下降至54.8%。2024年，中国抗流感药物的市场规模在67亿元，而相对应的，国内有着超120家药企在生产流感药物。仅奥司他韦这一类品种，就有70多家竞争对手，包括原研药企罗氏，以及一品红、石药集团等众多本土药企。新型流感药的上市，给东阳光制造了更强力的“降维打击”。2021年，罗氏就带着抗感染新药玛巴洛沙韦登陆中国市场，去年又推出了玛巴洛沙韦干悬混剂的新剂型，用于5至12岁感染甲乙流的儿童，向东阳光的主阵地发起冲击。流感高发，罗氏的动作很快，上市仅8个月后，就把玛巴洛沙韦谈进了医保，在全国范围内线上、线下快速完成铺货，声势浩大。2024年，玛巴洛沙韦在抗流感药物中的市场份额已升至10.8%，而磷酸奥司他韦的市场份额则下降了8%。东阳光的危机，已经是摆在明面上了的。这些年，东阳光也想了很多办法，借力旗下子公司东阳光长江向糖尿病领域拓展，5款产品全线进军胰岛素集采；自主研发了白血病新药克立福替尼，在肿瘤领域探索；大热的GLP-1也没有落下，去年与Apollo Therapeutics达成合作，拿下9亿美元的license-out交易。只不过，目前新的产品和管线都不足以和奥司他韦的功绩媲美。眼下，东阳光正值赴港上市的关键阶段。6月11日，港交所显示，广东东阳光药业已递交招股说明书，手握“可威”品牌奥司他韦的子公司东阳光长江将被私有化。趁流感神药的红利尚未褪去，东阳光此时冲刺是最好的时机。撰稿丨杨曦霞编辑丨江芸 贾亭运营丨晨曦插图丨视觉中国声明：健识局原创内容，未经许可请勿转载46亿元现金收购！血制品“巨无霸”即将成型信达的对手来了！即将赴港IPO新事丨联环药业，被罚6100万！

SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- Daré Bioscience, Inc. (NASDAQ: DARE), a biopharmaceutical company driven by a mission to challenge the status quo, making women's health a priority, today announced that the company’s 2025 annual meeting of stockholders (the “Annual Meeting”) was convened and adjourned without any business conducted due to lack of the required quorum. A quorum is necessary to hold the Annual Meeting. There were fewer than a majority of shares entitled to vote present, either in person or by proxy, at the Annual Meeting. The Annual Meeting therefore had no quorum and was adjourned to allow time to solicit additional proxies on behalf of the company’s board of directors. The Annual Meeting will reconvene at 9:00 a.m. Pacific Time on Wednesday, July 9, 2025, and will continue to be held virtually. Stockholders who have already submitted a proxy or voted do not need to vote again, as proxies and votes previously submitted in respect of the Annual Meeting will remain valid at the reconvened Annual Meeting unless properly revoked. The record date for determining stockholders eligible to vote at the reconvened Annual Meeting remains April 17, 2025. Stockholders as of close of business on the April 17, 2025 record date who have not yet voted are encouraged to vote online at www.proxyvote.com or by telephone at 1-800-690-6903. Please vote by 11:59 p.m. Eastern Time on July 8, 2025. If you hold your shares of the company’s common stock in an account at a brokerage firm, bank, dealer or other similar organization, you may be subject to an earlier voting deadline and you should carefully review any materials received from the organization holding those shares regarding how to vote to ensure your vote is counted. A copy of the company’s definitive proxy statement for the Annual Meeting is available to stockholders on www.proxyvote.com, on the Company’s website at https://ir.darebioscience.com/financial-information and on the website maintained by the U.S. Securities and Exchange Commission (“SEC”) at www.sec.gov. Daré Bioscience stockholders as of close of business on the April 17, 2025 record date for the Annual Meeting, or their legal proxy holders, will be able to attend the reconvened Annual Meeting by visiting www.virtualshareholdermeeting.com/DARE2025. Important Information This material may be deemed to be solicitation material in respect of the Annual Meeting to be reconvened and held on Wednesday, July 9, 2025. In connection with the Annual Meeting, the company filed a definitive proxy statement with the SEC on April 24, 2025. BEFORE MAKING ANY VOTING DECISION, THE COMPANY URGES ITS STOCKHOLDERS TO READ THE PROXY STATEMENT AND ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC BECAUSE THEY CONTAIN IMPORTANT INFORMATION ABOUT THE ANNUAL MEETING. The definitive proxy statement was sent or made available to stockholders entitled to vote at the Annual Meeting on or about April 24, 2025. No changes have been made to the proposals to be voted on by stockholders at the Annual Meeting. A copy of the definitive proxy statement and any other materials filed by the company with the SEC can be obtained free of charge at the SEC’s website at www.sec.gov or the company’s website at https://ir.darebioscience.com/financial-information. About Daré Bioscience Daré Bioscience is a biopharmaceutical company driven by a mission to challenge the status quo, making women's health a priority. Daré believes that innovation does not have to start from scratch. The company’s goal is to bring to market as soon as practicable innovative evidence-based solutions that address decades of unmet needs in women’s health and enhance outcomes and convenience, primarily in the areas of contraception, sexual health, pelvic pain, fertility, infectious disease, vaginal health and menopause. The potential products Daré identifies, in many cases, already have clinical proof of concept or existing safety data for the active ingredient that the company leverages. This provides optionality and flexibility, in many cases, in how Daré seeks to bring solutions to market in ways designed to optimize access for women in a fiscally responsible manner. The first FDA-approved product to emerge from Daré’s portfolio of women’s health product candidates is XACIATO™ (clindamycin phosphate) vaginal gel 2%, a lincosamide antibacterial indicated for the treatment of bacterial vaginosis in female patients 12 years of age and older, which is under a global license agreement with Organon. Visit www.xaciato.com for information about XACIATO. Daré’s portfolio also includes potential first-in-category candidates in clinical development: Ovaprene®, a novel, hormone-free monthly intravaginal contraceptive whose U.S. commercial rights are under a license agreement with Bayer; Sildenafil Cream, 3.6%, a novel cream formulation of sildenafil citrate, the active ingredient in an oral erectile dysfunction drug for men, to treat female sexual arousal disorder (FSAD); and DARE-HRT1, a combination bio-identical estradiol and progesterone intravaginal ring for menopausal hormone therapy. To learn more about Daré’s full portfolio of women’s health product candidates and mission to deliver differentiated therapies for women, please visit www.darebioscience.com. Daré Bioscience leadership has been named on the Medicine Maker’s Power List and Endpoints News’ Women in Biopharma and Daré's CEO has been honored as one of Fierce Pharma’s Most Influential People in Biopharma for Daré’s contributions to innovation and advocacy in the women’s health space. Daré may announce material information about its finances, product and product candidates, clinical trials and other matters using the Investors section of its website (http://ir.darebioscience.com), SEC filings, press releases, public conference calls and webcasts. Daré will use these channels to distribute material information about the company and may also use social media to communicate important information about the company, its finances, product and product candidates, clinical trials and other matters. The information Daré posts on its investor relations website or through social media channels may be deemed to be material information. Daré encourages investors, the media, and others interested in the company to review the information Daré posts in the Investors section of its website and to follow these X (formerly Twitter) accounts: @SabrinaDareCEO and @DareBioscience. Any updates to the list of social media channels the company may use to communicate information will be posted in the Investors section of Daré’s website. Contacts: Daré Bioscience Investor Relations innovations@darebioscience.com Source: Daré Bioscience, Inc. Source: Daré Bioscience, Inc. Request email alerts | Print this page | Search investor site |