BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1960
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          Date of Hearing:   April 13, 2004

                            ASSEMBLY COMMITTEE ON HEALTH
                                 Rebecca Cohn, Chair
                    AB 1960 (Pavley) - As Amended:  April 12, 2004
           
          SUBJECT  :   Pharmacy benefits management.

           SUMMARY  :   Requires pharmacy benefit managers (PBMs) to make  
          various disclosures to purchasers and the public.  Requires PBM  
          contracts to include specified provisions.  Prohibits PBMs from  
          limiting or excluding specified drug coverage.  Specifically,  
           this bill  :  

          1)Requires PBMs to register with the Board of Pharmacy.

          2)Requires a PBM to disclose to the purchaser or prospective  
            purchaser the amount of all rebate revenues and the nature,  
            type and amounts of all other revenues that the PBM receives  
            from each pharmaceutical manufacturer or labeler with whom the  
            PBM has a contract.  Requires a PBM to disclose to the  
            purchaser at specific time intervals any prescription drug  
            utilization information requested by the purchaser.  Permits a  
            PBM to withhold these disclosures if the purchaser does not  
            agree to maintain the confidentiality of the disclosed  
            information.  

          3)Requires every PBM that maintains drug formularies to provide  
            to members of the public, on request, a copy of the most  
            current list of drugs on the formulary, noting whether any  
            drugs on the list are preferred over other listed drugs.   
            Requires the PBM to state that a choice of formulary lists is  
            available if the PBM maintains more than one formulary.

          4)Requires a PBM to disclose the membership of any pharmacy and  
            therapeutics (P&T) committee, the credentials of committee  
            members, and any relationships between committee members and  
            drug manufacturers.

          5)Prohibits a PBM from executing a contract that fails to  
            address specific items.

          6)Prohibits a PBM from limiting or excluding coverage for a drug  
            for an enrollee if the drug previously had been approved for  
            coverage by the PBM for a medical condition of the individual  








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            consumer and the provider continues to prescribe the drug for  
            the medical condition, provided that the drug is appropriately  
            prescribed and is considered safe and effective for treating  
            the consumer's medical condition, except that this prohibition  
            does not prohibit generic drug substitutions. 

          7)Requires a PBM to maintain an expeditious process for  
            providers to obtain authorization for medically necessary  
            nonformulary prescription drugs and, on request, to publicly  
            disclose that process. 

          8)Requires every PBM to maintain and make available on request  
            all of the following: 

             a)   Records developed by any P&T committees, or by others  
               responsible for developing formularies that fully describe  
               the reasoning behind formulary decisions.

             b)   Any arrangements with providers, medical groups,  
               individual practice associations, pharmacists, or other  
               entities that are associated with activities of the PBM to  
               encourage formulary compliance or otherwise manage  
               prescription drug benefits.

          9)States that nonformulary prescription drugs include any drug  
            for which an individual's copayment or out-of-pocket costs are  
            different than the copayment for a formulary prescription  
            drug, except as otherwise provided by law or regulation. 

          10)   Defines for purposes of this bill the following terms:  
            "labeler," "pharmacy benefits management," and "pharmacy  
            benefit manager."

           EXISTING LAW  :

          1)Requires every health plan that provides prescription drug  
            benefits and maintains one or more drug formularies to provide  
            to members of the public, on request, a copy of the most  
            current list of prescription drugs on the formulary, noting  
            whether any drugs on the list are preferred over other listed  
            drugs.  Requires the health plan to state that a choice of  
            formulary lists is available if the health plan maintains more  
            than one formulary. 

          2)Prohibits a health plan that provide prescription drug  








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            coverage from limiting or excluding coverage for a drug for an  
            enrollee if the drug previously had been approved for coverage  
            by the health plan for a medical condition of the individual  
            consumer and the provider continues to prescribe the drug for  
            the medical condition, provided that the drug is appropriately  
            prescribed and is considered safe and effective for treating  
            the consumer's medical condition, except that this prohibition  
            does not prohibit generic drug substitutions. 

          3)Requires health plans that provide prescription drug coverage  
            to maintain an expeditious process by which providers may  
            obtain authorization for a medically necessary nonformulary  
            prescription drug. 

           FISCAL EFFECT  :  Unknown

           COMMENTS  : 

           1)PURPOSE OF THIS BILL  .  According to the author, this bill is  
            needed to create consumer protection guidelines that PBMs must  
            meet when doing business with California clients such as  
            CalPERS, large employers, health plans, and union trust funds.  
             The author notes that under this bill PBMs will have to  
            provide the kind of information that health plans have been  
            disclosing for years about such matters as formulary  
            development and name brand and generic drug switching.  The  
            author believes that creating a more transparent market will  
            shine a light on an industry that discloses an inadequate  
            amount of pricing and conflict of interest information and  
            will enable clients to make informed decisions about the type  
            of prescriptions and benefits they select on behalf of their  
            enrollees.  According to the author, this will allow clients  
            to take full advantage of the free market by incentivizing  
            PBMs to compete in a fair, transparent environment for  
            California business.

           2)BACKGROUND  .  PBMs are independent specialty administrators;  
            they focus on administering pharmacy benefits, and managing  
            the purchasing, dispensing, and reimbursing of prescription  
            drugs.  According to the California Healthcare Foundation,  
            about 45% of the U.S. population has pharmacy coverage  
            provided directly by a PBM.  PBMs offer health plans a variety  
            of services including negotiating price discounts with retail  
            pharmacies, negotiating rebates with manufacturers, and  
            operating mail-order prescription services and administrative  








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            claims processing systems.  PBMs also provide health plans  
            with clinical services such as formulary development and  
            management, prior authorization and drug utilization reviews  
            to screen prescriptions for such issues as adverse  
            interactions or therapy duplication, and substitution of  
            generic drugs for therapeutically equivalent brand-name drugs.  
             In order to provide these services, PBMs operate with  
            multiple stakeholders in a complex set of relationships  
            involving health plans, enrollees, pharmacies, and  
            pharmaceutical manufacturers.  

           3)GAO REPORT ON PBMs  .  In January 2003, the federal General  
            Accounting Office examined how PBMs participating in the  
            federal employees health program affect health plans,  
            enrollees, and pharmacies.  GAO's findings were generally  
            positive.  The PBMs produced savings for health plans by  
            obtaining drug price discounts from retail pharmacies and  
            dispensing drugs at lower costs through mail-order pharmacies,  
            passing on certain manufacturer rebates to the plans, and  
            operating drug utilization control programs. GAO found the  
            average price PBMs obtained from retail pharmacies for 14  
            brand name drugs was about 18 percent below the average price  
            paid by customers without third-party coverage. Enrollees had  
            wide access to retail pharmacies, coverage of most drugs, and  
            benefited from cost savings generated by the PBMs.  Pharmacy  
            associations reported that PBMs' large market share leave some  
            retail pharmacies with little leverage in negotiating with  
            PBMs.  In written responses to the report, one pharmacy  
            association complained that the report did not address more  
            broadly the economic relationships that exist in the PBM  
            industry. 

           4)COMPETITIVE CONCERNS AND PRICE TRANSPARENCY IN THE PBM MARKET  .  
             In a September 2003 Food and Drug Law Institute Update, David  
            Balto, formerly Director of Policy with the Bureau of  
            Competition at the Federal Trade Commission, discussed  
            concerns about the lack of transparency in the PBM industry.   
            Balto stated that secret rebates can lead to discrimination  
            that ultimately may harm purchasers and the ultimate consumer.  
             Secret rebates may encourage a PBM to choose a higher priced  
            drug with a higher rebate, instead of a lower priced drug,  
            resulting in higher costs to consumers.  Balto noted that the  
            PBM market is highly concentrated with the four largest firms  
            holding a combined 80% market share.  Substantial costs have  
            prevented any successful entry into the PBM market for some  








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            time and the cost to plan sponsors of switching PBMs deters  
            such switching.  Balto reports that a group of 21 state  
            attorneys general is investigating anticompetitive conduct by  
            the major PBMs.  In California, the American Federation of  
            State, County and Municipal Employees sued the nation's four  
            largest PBMs alleging they violated California's unfair  
            competition law.

           5)OTHER STATES  .  According to the author, a number of other  
            state Legislatures are considering bills that would require  
            disclosures of conflicts of interest and financial  
            relationships between PBMs and drug manufacturers.  In June  
            2003, Maine enacted the Unfair Prescription Drug Practices Act  
            (UPDPA) which requires PBMs to provide to plan sponsors all  
            requested financial and utilization information related to  
            providing benefits and services to the covered entity and its  
            enrollees.  In September 2003, the Pharmaceutical Care  
            Management Association (PCMA), a PBM trade association, sought  
            injunctive relief in the federal district court.  On March 4,  
            2004, the court issued a preliminary injunction prohibiting  
            Maine, at least temporarily, from enforcing UPDPA,  The  
            court's holding was based on the likelihood that PCMA would  
            succeed in showing that UPDPA violated the takings clause and  
            was preempted by ERISA. 

           6)CALIFORNIA BOARD OF PHARMACY PBM TASK FORCE  .  In 2003 the  
            Board of Pharmacy established a task force to determine if  
            there was a need for the Board to license PBMs.  The task  
            force and Board determined that there was no identifiable harm  
            to consumers that licensure by the Board of Pharmacy would  
            remedy.

           7)SUPPORT  .  Supporters argue that in the absence of regulation,  
            it is unclear whose interest PBMs represent.  PBMs have been  
            accused of failing to pass on to clients the savings or  
            rebates the PBM may negotiate with drug companies or  
            pharmacies.  Supporters argue that much of the problem is  
            caused by PBMs' refusal to disclose financial arrangements  
            that impact contracts with purchasers of their services.  By  
            providing greater sunshine on PBMs, this bill would help  
            ensure that PBMs accomplish what they promise for their  
            clients.

           8)OPPOSITION  .  Opponents argue that there is no need for this  
            bill and that it will significantly harm the ability of PBMs  








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            to seek the lowest price for drugs.  Opponents believe that  
            providing information to negotiators and competitors impairs  
            the natural forces of competition that protect consumers.   
            Opponents claim that drug manufacturers almost surely will not  
            agree to substantial discounts from "list" prices if they know  
            that information may be publicly available to other purchasers  
            and their competitors.

           9)QUESTIONS AND COMMENTS  .

             a)   Is there a benefit of having PBMs register with the  
               Board of Pharmacy? If there is, the author may wish to have  
               the bill specify the frequency of registration, and any  
               fees and applicant information that the Board should  
               require.

             b)   The term "purchaser" is used frequently in this bill.   
               It appears to mean an entity that contracts for pharmacy  
               benefit management services with a PBM.  However, it is not  
               defined in this bill.

             c)   This bill frequently requires that confidential  
               information be disclosed to prospective purchasers as well  
               as purchasers.  Is it necessary to provide the same high  
               level of disclosure to prospective purchasers?

             d)   Should the disclosure requirement on page 4, lines 13-17  
               and line 18 up to the period, be deleted as it appears to  
               be overly broad and otherwise duplicative of provisions  
               which follow on page 4, lines 20-33.

             e)   On page 4, lines 34-35, this bill requires a PBM to  
               disclose "any prescription drug utilization information  
               requested by the purchaser." Should this requirement be  
               limited to information collected by the PBM that is related  
               to utilization by the purchaser and the purchaser's  
               enrollees?

             f)   On page 5, lines 15 and 18, and page 6, line 15, the  
               word manager should be replaced by "pharmacy benefit  
               manager."

             g)   On page 5, line 20-23, this bill requires a PBM to  
               disclose the membership of any P&T committee, the  
               credentials of committee members, and any relationships  








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               between committee members and drug manufacturers.  Is this  
               disclosure to purchasers, prospective purchasers, or the  
               public?  Opponents believe that disclosing membership on  
               P&T committees will discourage physician participation and  
               cause unwanted lobbying of committee members.  If the  
               author wishes to retain this provision, the author may wish  
               to specify that it is  financial  relationships that are to  
               be disclosed.

             h)   It appears that the provision regarding formularies on  
               page 7, lines 7-11, is duplicative of a provision on page  
               5, lines 12-19, and should be deleted.

             i)   The author may wish to consider whether the disclosures  
               regarding P&T committee records on page 7, lines 12-18 are  
               excessive and should be deleted.

             j)   Is it necessary for the information on page 7, lines  
               19-23 regarding arrangements with providers be disclosed to  
               the public?

             aa)  Is the description of nonformulary drugs on page 7,  
               lines 24-27 necessary or accurate?

           DOUBLE REFERRAL  .  This bill has been double-referred.  Should  
          this bill pass out of this committee, it will be referred to the  
          Assembly Business and Professions Committee.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California Labor Federation  (sponsor)
          California Alliance for Retired Americans (sponsor)
          AARP
          AIDS Healthcare Foundation
          American Federation of State, County and Municipal Employees  
          (AFSCME) (prior version)
          Butcher's Union Local 120 (prior version)
          California Public Employees Retirement System (prior version)
          California Public Interest Research Group
          California School Employees Association (prior version)
          California Seniors Coalition (prior version)
          Communications Workers of America (prior version)
          Congress of California Seniors (prior version)








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          Consumer Federation of California
          Consumers Union
          Graphic Communications Union Local No. 583 (prior version)
          Health Access California
          Health Care for All - California
          Hotel Employees and Restaurant Employees Local No. 49 (prior  
          version)
          Older Women's League of California
          Riverside Sheriff's Association (prior version)
          San Mateo County Central Labor Council (prior version)
          Service Employees International Union
          Southern California Pipe Trades District Council 16 (prior  
          version)
          Sprinkler Fitters and Apprentices Union (prior version)
          Teamsters Local 481 (prior version)
          UFCW Butchers Union Local 120
          United Teachers Los Angeles (prior version)
          Western Center on Law and Poverty

           Opposition 
           
          Blue Cross of California (prior version)
          California Association of Health Plans
          Health Net, Inc.
          Medco Health Solutions, Inc.
          PacifiCare Health Systems
           
          Analysis Prepared by  :    John Gilman / HEALTH / (916) 319-2097