BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1960
                                                                  Page  1

          Date of Hearing:   April 20, 2004

                   ASSEMBLY COMMITTEE ON BUSINESS AND PROFESSIONS
                                  Lou Correa, Chair
                    AB 1960 (Pavley) - As Amended:  April 15, 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 (Board).   
            Requires the annual registration application for PBMs to  
            include, but not be limited to, the name, address and contact  
            information for the PBM and the number of individuals in  
            California who receive services from the PBM.  Also requires  
            an applicant to submit the documents required by the Board and  
            authorizes the Board to set a fee for registration.  

          2)Requires a PBM to disclose, in writing and within 30 days of  
            the request, to a purchaser or prospective purchaser the  
            following:

             a)   The aggregate amount, and for a specified list of drugs,  
               the specific amount, of all rebates and other retrospective  
               utilization discounts received (either directly or  
               indirectly), from each pharmaceutical manager or labeler  
               that are earned in connection with prescription drugs  
               managed by the PBM related to the purchaser or prospective  
               purchaser.  

             b)   The nature, type and amount of all other revenue  
               received by the PBM from each pharmaceutical manager or  
               labeler related to the purchaser or prospective purchaser.   


             c)   Any prescription drug utilization information specific  
               to the purchaser's enrollees or aggregate utilization data  
               that is not specific to an individual consumer, prescriber  
               or purchaser.  

             d)   Records developed by the pharmacy and therapeutic (P&T)  








                                                                  AB 1960
                                                                  Page  2

               committee, or others responsible for developing formularies  
               that fully describe the reasoning behind formulary  
               decisions.

             e)   Any arrangements with prescribing providers or other  
               outside entities that are associated with activities of the  
               PBM to encourage formulary compliance.

          3)Provides that, except for utilization information, a PBM is  
            not required to make the specified disclosures until the  
            purchaser or prospective purchaser has signed a  
            confidentiality agreement.  

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

          5)Requires a PBM to disclose to the public, upon request, a copy  
            of the most current list of drugs on the formulary by major  
            therapeutic category and the membership of any P&T committee,  
            including the credentials of the members and any direct or  
            indirect financial relationships between members and drug  
            manufacturers.  

          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  
            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)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.

          9)Defines "pharmacy benefits manager" for purposes of this bill,  
            but exempts from this definition a health care service plan or  
            health insurer if they offer or provide PBM services only to  








                                                                  AB 1960
                                                                  Page  3

            enrollees or subscribers covered by health benefits provided  
            by that plan or insurer.  Further exempts from this definition  
            an affiliate, subsidiary or other related entity of a health  
            care service plan or health insurer that would otherwise  
            qualify as a PBM, so long as the services are only offered to  
            enrollees, subscribers or those insured by that plan or  
            insurer.  

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

           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.  Also 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 provides prescription drug  
            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  :   

           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.   








                                                                  AB 1960
                                                                  Page  4

          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.

          Since the late 1990s, Californians and American consumers have  
          seen prescription drug prices increase by about 15% annually,  
          and between 1998 and 2002, CalPERS prescription drug  
          expenditures increased by 42% ($227 million increase).  There is  
          no question that prescription drug prices are increasing at an  
          alarming rate, which affects individual consumers as well as  
          state and local governments.  The author's office and sponsors  
          believe that this bill will help to address the issue of rising  
          prescription drug prices.  

           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 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. 

           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  








                                                                  AB 1960
                                                                  Page  5

          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. 

           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 could lead to discrimination that  
          ultimately may harm purchasers and consumers.  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 (now just three firms because one was bought out by  
          another firm).  Substantial costs have prevented any successful  
          entry into the PBM market for some time and the cost to plan  
          clients of switching PBMs deters such switching.  Balto reports  
          that a group of 21 state attorneys general is investigating  
          anti-competitive 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.

           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 clients all requested financial  
          and utilization information related to providing benefits and  








                                                                  AB 1960
                                                                  Page  6

          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 was in  
          violation of the law and and was preempted by ERISA.  Although  
          the court's decision prevents Maine from enforcing their  
          legislation at this time, it is only a preliminary decision and  
          it could be many months before a final decision is reached based  
          on all of the merits of the case.  

           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.  They found  
          that the areas of greatest potential concern, as expressed by  
          participants, were related to the business and contractual  
          relationships between PBMs and their clients (health plans,  
          employers, trust funds, etc.) that would be best resolved by  
          those parties in their negotiations.  

           SUPPORT  .  The author's office states that there are two main  
          deficiencies in current law, one being a drug industry with a  
          lack of objective prescription drug pricing information that  
          creates an incentive system that can cause PBMs to favor the  
          interests of pharmaceutical companies over clients (such as  
          CalPERS, union trust funds, employers and health plans).  The  
          other deficiency identified by the author is the lack of  
          consumer/client protection law regarding disclosure as it  
          related to PBMs and why PBMs are not held to the same protection  
          standards as HMOs.  

          Supporters argue that in the absence of regulation, it is  
          unclear whose interest PBMs represent.  They point out that some  
          PBMs already provide full disclosure to clients and are able to  
          maintain competitive prices without drastic increases in drug  
          prices and while securing rebates from manufacturers.  This bill  
          would reduce certain barriers to entry that are common in the  
          PBM industry.  

          Three major PBMs control about 80% of the market consisting of  
          over 200 million Americans.  Supporters believe that significant  








                                                                  AB 1960
                                                                  Page  7

          costs have prevented any successful entry into the PBM market  
          for quite some time and that high costs to switch PBMs creates  
          obstacles for clients to change PBMs.  A lack of transparency  
          about the compensation PBMs receive from pharmaceutical  
          manufacturers prevents plan sponsors from effectively securing  
          the lowest prices.  Some believe that the current environment  
          for PBMs allows them to act "opportunistically-easily increasing  
          prices or decreasing services."  

          The author's office states that "Much of the concern over PBMs  
          focuses on whether the rebates and other payments received from  
          pharmaceutical manufacturers are passed on to plan sponsors in  
          lower prices; PBMs consistently decline to provide systematic  
          and complete payment information to their plan sponsors."   
          "Disclosures and price transparency enable buyers to determine  
          whether they are receiving the full benefit of the price  
          concessions received by PBMs from manufacturers.  Armed with  
          information about rebates, buyers such as Medicare can more  
          effectively encourage PBMs to compete."  "Price and service  
          transparency is a cornerstone to competition because when it  
          exists, purchasers can make fully informed choices." 

          Because P&T Committees, which are made up of industry experts,  
          ultimately decide which drugs are on a formulary, this bill  
          would require disclosure of who sits on these committees, their  
          credentials, and any financial (either direct or indirect)  
          connections they may have with drug companies or manufacturers.   
          Supporters believe that such disclosure will prevent certain  
          drugs from being placed on formularies for reasons other than  
          that they are truly the best choice. 

          The sponsors state, "At a time when the state is facing a budget  
          shortfall entailing cuts to social service and education  
          programs and prescription drug rates are rising at an alarming  
          rate affecting individual consumers as well as state and local  
          governments, it's imperative that we empower purchasers with  
          information they need to get a fair deal on prescription drugs."  
           

          Essentially, the author, sponsors, and supporters believe that  
          price transparency will lead to lower prices and increased  
          competition and will prevent discrimination in pricing and  
          contracts.  This bill does not set price caps, but provides  
          tangible reform that attempts to ensure an even playing field  
          for PBMs, drug manufacturers, clients and consumers.    








                                                                  AB 1960
                                                                  Page  8


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

          Opponents point out that, for two years, the Board considered  
          regulating PBMs, deciding in the end that consumers would not  
          benefit from regulation.  Any type of regulation of an industry  
          should only be undertaken when there is clear evidence of the  
          need for government intervention.  This bill not only requires  
          PBMs to register with the Board, but as Medco points out,  
          potentially provides the Board with "unfettered access to  
          'documents' which could include private contracts, confidential  
          and proprietary contracts between PBMs and manufacturers and  
          more."  

          The Board's staff analysis of this bill (the Board has no  
          official position yet) points out that "there is no clear  
          objective for the registration process," and that "[w]ithout a  
          specific purpose for the licensing program, it would be  
          difficult for the board to develop the grounds for denial.  The  
          proposal is also incomplete in that it does not provide for the  
          expiration and/or renewal of a PBM registration."  

          There is fear that this bill could actually have the opposite  
          effect than it intends and, in fact, increase the prices of  
          prescription drugs, which would ultimately further harm the  
          consumer.  If rebates and discounts are required to be  
          disclosed, manufacturers will not offer their best discounts to  
          any customer because they would then be pressured to give  
          similar price concessions to everyone. The Congressional Budget  
          Office (CBO) and other entities have suggested that transparency  
          and disclosure requirements will actually lead to higher prices  
          on prescription drugs.  CBO has suggested that transparency  
          provisions at the federal level would cause prescription drug  
          prices to increase by over $40 billion, because PBMs "would find  
          it more difficult to obtain significant price concessions and  
          rebates from drug manufacturers, who would be concerned that the  
          terms of the favored deals could be determined by competitors or  








                                                                  AB 1960
                                                                  Page  9

          other purchasers."  Economists that have studied this issue also  
          believe that PBM disclosure will increase drug costs and  
          short-circuit competition.  

          Blue Cross of California also believes that this bill will  
          increase prescription drug prices, stating: "Specifically, PBMs  
          require drug manufacturers to compete for preferred drug status  
          through negotiations.  No manufacturer knows what pricing  
          concessions other manufacturers in that class may be offering a  
          PBM.  As a result, manufacturers offer larger rebates to reduce  
          their net price in order to prevent being underbid by  
          competitors.  Such rebates help PBM achieve savings for  
          enrollees.  If manufacturers knew how much each company was  
          giving as rebates, then there would be little incentive to  
          provide larger rebates to a PBM." 

          Opponents are also adamantly opposed to this bill's provision  
          requiring disclosure of the names of the P&T committees.  These  
          committees are composed of physicians and pharmacists and  
          "consider only the clinical safety and efficacy of the drugs -  
          not the financial implications of adding a drug to a formulary."  
           Opponents believe that disclosing the names of these members to  
          the public would open them up to intense lobbying by drug  
          manufacturers and others seeking to add or replace drugs on the  
          formulary.  Opponents believe that "disclosure of the names of  
          the P&T Committee serves no purpose and will only serve to  
          destroy the integrity of the P&T process."  

          Opponents also believe that PBM registration and regulation is  
          duplicative and unnecessary.  According to a myriad of  
          information provided to this Committee, PBMs are already  
          regulated in many ways, ranging from licensing as pharmacies,  
          third party administrators, preferred provider organizations,  
          and/or utilization review organizations.  They are also subject  
          to comprehensive state and federal rules that govern every  
          aspect of their activities, including Department of Labor rules  
          on claim appeals, state and federal anti-kickback laws, and  
          HIPAA and other privacy laws that ensure strict privacy and  
          protection of medical records.  

          This bill also may set dangerous precedents.  First, it would  
          require the disclosure of details regarding confidential  
          business negotiations and transactions; such disclosure is  
          hostile to a free market economy.  Second, it may lead to  
          increased litigation if any of this confidential information is  








                                                                  AB 1960
                                                                  Page  10

          leaked.  Opponents have stated that there may be an increased  
          threat of 17200 lawsuits and private rights of action if the  
          actions of PBMs and the identities of P&T committees are  
          disclosed.

           UNDEFINED "DOCUMENTS" CREATES BLANK CHECK  .  On page 4, line 3,  
                                                        this bill requires a PBM applicant for registration with the  
          Board of Pharmacy to "submit the documents that the board  
          requires."  There is no definition of the "documents" that could  
          be required.  This could be construed to allow the Board to  
          request any number of confidential documents, thereby  
          compromising the integrity of a PBM's negotiations and  
          contracts.  In addition, it is not clear if the Board is even  
          equipped to handle such documents, as they do not have attorneys  
          on staff to address such confidentiality issues.    

           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 Local 9423(prior version)
          Communications Workers of America Local 9575 (prior version)
          Congress of California Seniors (prior version)
          Consumer Federation of California
          Consumers Union
          Graphic Communications Union Local No. 583 (prior version)
          Greenlining Institute
          Health Access California
          Health Care for All - California
          Hotel Employees and Restaurant Employees Local No. 49 (prior  
          version)
          IBEW Local 340 (prior version)
          IBEW Local 551 (prior version)
          Laborers' International Union of North America (LIUNA) (prior  








                                                                  AB 1960
                                                                  Page  11

          version)
          Older Women's League of California
          Plumbers & Steamfitters Local 484 (prior version)
          Riverside Sheriff's Association (prior version)
          Sacramento-Sierra Building & Construction Trades Council (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 Local 483 (prior version)
          Teamsters Local 481 (prior version)
          UFCW Butchers Union Local 120
          UFCW Local 839 (prior version)
          UFCW Local 1179 (prior version)
          United Teachers Los Angeles (prior version)
          Warehouse Processing & Distribution Workers' Union Local 26  
          (prior version)
          Western Center on Law and Poverty

           Opposition 
           
          Blue Cross of California 
          California Association of Health Plans
          Caremark Rx, Inc.
          Health Net, Pharmaceutical Services
          Medco Health Solutions, Inc.
          PacifiCare Health Systems
           
          Analysis Prepared by  :    Renee' L. Brooks / B. & P. / (916)  
          319-3301