BILL ANALYSIS                                                                                                                                                                                                    







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       |Hearing Date:April 27, 2009    |Bill No: SB                        |
       |                               |482                                |
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                      SENATE COMMITTEE ON BUSINESS, PROFESSIONS 
                               AND ECONOMIC DEVELOPMENT
                         Senator Gloria Negrete McLeod, Chair

                         Bill No:        SB 482Author:Padilla
                         As Amended:April 14, 2009Fiscal: Yes

       
       SUBJECT:   Biological data analysis services: regulation.
       
       SUMMARY:  Establishes requirements for entities providing post-CLIA  
       bioinformatics, as defined.  Requires entities providing post-CLIA  
       bioinformatics, as defined, that provides customers with FDA-approved  
       or FDA-exempt biological specimen kits to have a contractual  
       relationship with a clinical laboratory for the receipt and processing  
       of a customer's biological specimens.  Makes other provisions relating  
       to privacy, notice, and consent requirements.

       Existing law:
       
       1)Defines the following terms:

          a)   Biological specimen as any material that is derived from the  
            human body. 

          b)   Clinical laboratory sciences as any of the sciences or  
            scientific disciplines used to perform a clinical laboratory test  
            or examination.

          c)   Clinical laboratory test or examination as the detection,  
            identification, measurement, evaluation, correlation, monitoring,  
            and reporting of any particular analyte, entity, or substance  
            within a biological specimen for the purpose of obtaining  
            scientific data which may be used as an aid to ascertain the  
            presence, progress, and source of a disease or physiological  
            condition in a human being, or used as an aid in the prevention,  
            prognosis, monitoring, or treatment of a physiological or  
            pathological condition in a human being, or for the performance of  
            nondiagnostic tests for assessing the health of an individual.





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          d)   Clinical laboratory as any place used, or any establishment or  
            institution organized or operated, for the performance of clinical  
            laboratory tests or examinations or the practical application of  
            the clinical laboratory sciences.  That application may include  
            any means that applies the clinical laboratory sciences.

       2)Establishes the federal Clinical Laboratory Improvement Amendments of  
         1988 (CLIA) to regulate all laboratory testing.

       3)Provides for the licensing and regulation of clinical laboratories  
         and various laboratory personnel by the State Department of Public  
         Health (DPH).  

       4)Requires DPH whenever it determines that a new category of license is  
         necessary, either to direct a laboratory, or to perform clinical  
         laboratory tests or examinations, as specified, to adopt regulations  
         identifying the license category or modification, the education,  
         training, and examination necessary to obtain the license.

       5)Requires that a clinical laboratory performing clinical laboratory  
         tests or examinations classified as of moderate or of high complexity  
         under CLIA to obtain a clinical laboratory license.

       6)Provides that the offer, delivery, receipt, or acceptance by any  
         person licensed under the Healing Arts Division of the Business  
         and Professions Code and the Chiropractic Initiative Act (  
         including but not limited to physicians, podiatrists, osteopaths,  
         psychologists, acupuncturists, optometrists, dentists, and  
         chiropractors) of any rebate, refund, commission, preference,  
         patronage, dividend, discount, or other consideration, whether  
         monetary or otherwise, as a compensation or inducement for  
         referring patients, clients, or customers to any person,  
         irrespective of any membership, proprietary interest or ownership  
         in or with any person to whom these patients, clients, or  
         customers are referred is unlawful.

       7)States that a violation of item # 6), above, is a public offense  
         and is punishable upon a first conviction by imprisonment in the  
         county jail for not more than one year, or by imprisonment in the  
         state prison, or by a fine not exceeding $50,000, or by both  
         imprisonment and a fine.  Specifies that a second or subsequent  
         conviction is punishable by imprisonment in the state prison or  
         by imprisonment in the state prison and a fine of $50,000.

       8)Establishes the federal Health Insurance Portability and  





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         Accountability Act to,  among other things, regulate the use and  
         disclosure of certain information by covered entities, as  
         specified.

       9)Defines genetic characteristics as any of the following:

          a)   Any scientifically or medically identifiable gene or  
            chromosome, or combination or alteration thereof, that is  
            known to be a cause of a disease or disorder in a person or  
            his or her offspring, or that is determined to be associated  
            with a statistically increased risk of development of a  
            disease or disorder, and that is presently not associated with  
            any symptoms of any disease or disorder.

          b)   inherited characteristics that may derive from the  
            individual or family member, that are known to be a cause of a  
            disease or disorder in a person or his or her offspring, or  
            that are determined to be associated with a statistically  
            increased risk of development of a disease or disorder, and  
            that are presently not associated with any symptoms of any  
            disease or disorder.

       This bill:

         1)   Makes findings and declarations on the need to create a new  
         regulatory scheme for postproduction data interpretation distinct  
         from the clinical laboratory regulatory scheme.



         2)   Defines the following terms:

          a)   Algorithm is a set of calculations, computations, rules, or  
            other bioinformatics processes transparently based on  
            peer-reviewed, published scientific literature and publicly  
            available data that is performed upon a customer's biological data  
            set.

          b)   Biological data is data that are produced from the performance  
            of clinical laboratory science, as defined, within a clinical  
            laboratory, including, but not limited to, the results of a  
            clinical laboratory test, as specified.  Biological data include  
            results of derivations of an individual's biological data produced  
            by post-CLIA bioinformatics services that are presented to, and  
            maintained on behalf of, an individual.






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          c)   Customer is any person 18 years of age or older who purchases  
            or consents to post-CLIA bioinformatics services for himself or  
            herself or for a dependent or other individual for whom the  
            customer has legal authority to consent.

          d)   Entity includes a natural person.

          e)   Individually identifiable information is information about an  
            individual customer collected from that individual, including any  
            of the following:

            i)     A first and last name.

            ii)    A home or other physical address, including street name and  
              name of a city or town.

            iii)   An e-mail address.

            iv)    A telephone number.

            v)     A social security number.

            vi)    Any other identifier that permits the physical or online  
              contacting of a specific individual.

            vii)   Information concerning a user that an Internet Website or  
              online service collects online from the user and maintains in  
              personally identifiable form in combination with an identifier  
              described in this subdivision.

          f)   Post-CLIA bioinformatics services is the postproduction  
            interpretation, by means of an algorithm, of biological data.

         3)   Requires an entity providing post-CLIA bioinformatics services  
         that provides customers with FDA-approved biological specimen  
         collection kits or biological specimen collection kits exempt from  
         FDA approval, as specified, but does not receive or handle biological  
         specimens, to have a  contractua  l relationship with a licensed  
         clinical laboratory for the receipt and processing of a customer's  
         biological specimens.  Allows an entity to receive biological data  
         obtained somewhere else by a customer even if such entity did not  
         provide biological specimen collection kits to customers.

         4)   Requires an entity providing post-CLIA bioinformatics services  
         to disclose to its customers the CLIA certification status of any  
         clinical laboratory with which the entity has a contractual  





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         relationship.

         5)   Prohibits any entity providing post-CLIA bioinformatics services  
         from being subject to the requirements for clinical laboratories set  
         forth in existing law.

         6)   Requires, when an entity providing post-CLIA bioinformatics  
         services receives a request from a customer to delete the customer's  
         full biological data set, the entity's privacy administrator to  
         acknowledge that request within 5 business days of receiving the  
         request.  Requires an entity, within 30 business days following the  
         acknowledgment, to irreversibly delete all links between the  
         customer's biological data and his or her individually identifiable  
         information.

         7)   Specifies that deleted biological data may not be used by an  
         entity providing post-CLIA bioinformatics services for any reason.   
         Allows for biological data that has been included in data sets for  
         research purposes prior to the date an entity acknowledges a request  
         by a customer to delete his or her data to be used to support those  
         research efforts only if any and all links between the customer's  
         biological data and individually identifiable information has been  
         irreversibly deleted, but may not be used for subsequent research  
         efforts .

         8)   Requires an entity providing post-CLIA bioinformatics services  
         to designate an individual with a PhD or Master's degree in  
         bioinformatics, statistical genetics, biostatistics, or statistics  
         with a biological or medical specialization to be responsible for  
         approving algorithms and documentation thereof and to serve as the  
         point of contact for questions pertaining to the algorithm.  Requires  
         the designated individual to approve documentation of the following:

          a)   The algorithm and any material changes to the algorithm.

          b)   The transparent description of the validity of biological data  
            sets and how to perform the algorithm on a biological data set,  
            including references to peer-reviewed, published scientific  
            literature and publicly available data used in the algorithm,  
            along with an explanation of why these references were chosen.   
            Requires the transparent description and any updates to be  
            provided annually to the DPH.

         9)   Requires an entity providing post-CLIA bioinformatics services  
         to have an external physician advisory board, which shall provide  
         guidance on the interpretation or presentation of analyses to  





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         customers.  Requires that at least one member of the board be  
         licensed to practice medicine in California.

         10) Prohibits an entity providing post-CLIA bioinformatics services  
         from advising a customer regarding medical or clinical treatment or  
         services.

         11)Requires an entity providing post-CLIA bioinformatics services to  
         maintain and make available to the public the following information  
         and update it on a regular basis:

          a)   A description of the algorithm used for interpretation of  
            customers' biological data.

          b)   Descriptions of the criteria for inclusion in the algorithm of  
            data from scientific studies.

          c)   Scientific references for background data, evidence,  
            assumptions, and claims made in the development of the algorithm  
            or the presentation of interpretations to customers.

         12)Requires, in addition to the internal proficiency testing required  
         of clinical laboratories with California clinical laboratory licenses  
         or CLIA certification, an entity providing post-CLIA bioinformatics  
         services to implement a proficiency testing procedure independent of  
         the clinical laboratory, to be utilized at least every six months, to  
         monitor and ensure integrity of sample processing and data flow or  
         management.  States that outcomes of internal proficiency testing  
         will be proprietary.

         13)Requires an entity providing post-CLIA bioinformatics services to  
         do the following:

          a)   Maintain the privacy of all biological data consistent with its  
            privacy policies and all requirements of state and federal law.

          b)   Disclose its privacy policies to potential and existing  
            customers.

          c)   Take all reasonable steps necessary to prevent the release of  
            individually identifiable information without explicit consent  
            from a customer.

          d)   Present its interpretation of biological data directly to its  
            customers.  Requires that if the interpretation is presented over  
            the Internet, access to interpretations be password-protected and  





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            encrypted.

         14)Requires the customer receiving biological data or an  
         interpretation of that biological data shall be provided with, and  
         consent to, at a minimum, all of the following prior to the  
         performance of post-CLIA bioinformatics services :

          a)   A description of the limitations of service.

          b)   Clear and conspicuous notice of either of the following:

            i)     As a condition of the provision of post-CLIA bioinformatics  
              services, that the customer's de-identified biological data sets  
              may be used for research purposes, as specified.

            ii)    That the customer must consent to use of the customer's  
              de-identified biological data sets for research purposes,  
              subject to the requirements in this bill.

          c)    A privacy policy.

          d)   A procedure for allowing the customer to obtain a copy of his  
            or her full biological data set.

          e)   A procedure for allowing the customer to request deletion of  
            his or her full biological data set.

         15)Requires an entity providing post-CLIA bioinformatics services to  
         store biological data in a manner that, if breached, is designed to  
         prevent disclosure of individually identifiable information.

         16)Prohibits an entity providing post-CLIA bioinformatics services  
         that utilizes biological data received to perform research functions  
         from doing either of the following:

          a)   Release an individual customer's biological data set to any  
            third party without explicit consent from the individual customer.

          b)   Make any attempt to identify an individual customer's  
            biological data set through the use of other known data such as  
            physical characteristics, ancestry, disease state, or specific  
            biological markers.

          c)   Requires an entity providing post-CLIA bioinformatics services  
            to undertake annual external audits of data security procedures,  
            which shall be subject to review by the DPH at the entity's  





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            principal place of business.

         17)Requires an entity that provides post-CLIA bioinformatics services  
         that is subject to a business transaction that affects the nature or  
         solvency of the entity, such as a merger, acquisition by another  
         company, or sale of all or a portion of its assets, to notify every  
         customer in advance of that transaction by e-mail and provide  
         prominent notice on its Internet Website of any such change in  
         ownership or control of the customer's personal information.   
         Requires an acquiring company or merger agreement to uphold the  
         material terms of the entity's privacy obligations to its customers,  
         including honoring requests for account deletion.

         18)States that all biological data derived from post-CLIA  
         bioinformatics services shall be considered to contain genetic  
         characteristics, as specified.

         19)Requires an entity providing post-CLIA bioinformatics services,  
         upon a customer's request, to provide information regarding the  
         availability of genetic counselors or physicians and surgeons or  
         other genetic experts.

         20)Requires an entity providing post-CLIA bioinformatics services to  
         be subject to existing law provisions governing referrals, as  
         specified.


       FISCAL EFFECT:  Unknown.  This bill has been keyed "fiscal" by  
       Legislative Counsel.

       COMMENTS:

       1.Purpose.  According to  23&Me  , the Sponsor of this measure, scientific  
         research has advanced the understanding of how an individual's  
         genetic measure may play a role in the risk of developing certain  
         diseases.  It points out that the technology used in this research  
         has become available to the general consumer, and several personal  
         genomics companies in California now allow consumers to access their  
         personal genetic information and understand it in the context of  
         recent scientific advances.  According to the Sponsor, entities that  
         handle personal genetic information generated at a CLIA-certified  
         laboratory but do not receive biological specimens or generate the  
         genetic information are not clinical laboratories and should not be  
         subjected to clinical laboratory requirements.  It also points out  
         that it is necessary to ensure that when consumers obtain their  
         genetic information, privacy protections are in place.  Genetics  





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         testing offered directly to the consumer should have more rigorous  
         standards because they provide clients with their personal genetic  
         makeup.

       2.Background.  

          a)   Direct-to-Consumer Genetic Testing.  According to the National  
            Library of Medicine of the  National Institutes of Health (NIH)  ,  
            traditionally, genetic tests have been available only through  
            healthcare providers such as physicians, nurse practitioners, and  
            genetic counselors.  Health care providers order the appropriate  
            test from a laboratory, collect and send the samples, and  
            interpret the test results.  Direct-to-consumer genetic testing  
            refers to genetic tests that are marketed directly to consumers  
            via television, print advertisements, or the Internet.  This form  
            of testing, also known as at-home genetic testing, provides access  
            to a person's genetic information without the involvement of a  
            physician or insurance company.  If a consumer chooses to purchase  
            a genetic test directly, the test kit is mailed to the consumer  
            instead of being ordered through a doctor's office.  The test  
            typically involves collecting a DNA sample at home, often by  
            swabbing the inside of the cheek, and mailing the sample back to  
            the laboratory.  In some cases, the person must visit a health  
            clinic to have blood drawn.  Consumers are notified of their  
            results by mail or over the telephone, or the results are posted  
            online.  In some cases, a genetic counselor or other health care  
            provider is available to explain the results and answer questions.  
             NIH further points out that the price for this type of at-home  
            genetic testing ranges from several hundred dollars to more than a  
            thousand dollars.  The growing market for direct-to-consumer  
            genetic testing may promote awareness of genetic diseases, allow  
            consumers to take a more proactive role in their health care, and  
            offer a means for people to learn about their ancestral origins.   
            At-home genetic tests, however, have significant risks and  
            limitations.  Consumers are vulnerable to being misled by the  
            results of unproven or invalid tests.  Without guidance from a  
            health care provider, they may make important decisions about  
            treatment or prevention based on inaccurate, incomplete, or  
            misunderstood information about their health.  Consumers may also  
            experience an invasion of genetic privacy if testing companies use  
            their genetic information in an unauthorized way.  This NIH  
            publication also states that more research is needed to fully  
            understand the benefits and limitations of direct-to-consumer  
            genetic testing.

          According to a September 2007 article published on the  American  





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            Journal of Human Genetics  , proponents of direct-to-consumer  
            genetic testing cite benefits that include increased consumer  
            access to testing, greater consumer autonomy and empowerment, and  
            enhanced privacy of the information obtained.  Critics have  
            pointed to the risks that consumers will choose testing without  
            the adequate context of counseling, will receive tests from  
            laboratories of dubious quality, and will be misled by unproven  
            claims of benefit.  

          The  Government Accountability Office  (GAO) in 2006 published a  
            report based on its investigation on the legitimacy of claims that  
            genetic tests provide consumers with the information needed to  
            tailor their diet and exercise programs to address genetically  
            determined health risks.  The GAO, as part of this investigation,  
            purchased from four websites genetic kits, and found that  
            consumers were misled by predictions that are medically unproven  
            and so ambiguous that they do not provide meaningful information  
            to consumers.  The  Federal Trade Commission  has also published a  
            fact sheet on genetic testing and warns consumers to be skeptical  
            about claims made by such companies.  

          b)   DPH Cease and Desist Letter.  On June 2008, the DPH sent a  
            cease and desist letter to companies performing genetic testing  
            without licensure or physician order, including 23&Me, the Sponsor  
            of this bill.  In its letter, DPH indicated that clinical  
            laboratories or those receiving biological specimens for the  
            purpose of performing a clinical laboratory test or examination  
            must possess laboratory license or registration.  Furthermore, the  
            letter stated that companies offering genetic testing are in  
            violation of existing law which prohibits the offering of a  
            clinical laboratory test directly to the consumer without a  
            physician order.  Genetic testing companies were directed to  
            submit a plan on how to prevent further violation of California  
            state laboratory law.  In its response to DPH, 23&Me indicated  
            that the tests it offered were educational and informational,  
            rather than clinical.  However, DPH pointed that that it believes  
                                 23&Me and other similar entities identifies, evaluates, correlates  
            and reports results of biological specimen which may be used as an  
            aid in the prognosis, monitoring, or treatment of a physiological  
            or pathological condition of a person, and as such are to be  
            considered clinical laboratories subject to clinical laboratory  
            law.  23&Me indicated that in an effort to continue operating, it  
            accepted such determination by the DPH and obtained a clinical  
            laboratory license.

          c)   American College of Medical Genetics Guidelines.  The  American  





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            College of Medical Genetics  , recognizing that there is an  
            increasing availability of genetic testing, has posted on its  
            Internet Website minimum requirements for any genetic testing  
            protocol.  The requirements include the following: 

            i)     A knowledgeable professional should be involved in the  
              process of ordering and interpreting a genetic test.

            ii)    The consumer should be fully informed regarding what the  
              test can and cannot say about his or her health.

            iii)   The scientific evidence on which a test is based should be  
              clearly stated.

            iv)    The clinical testing laboratory must be accredited by CLIA,  
              the state and/or other applicable accrediting agencies.

            v)     Privacy concerns must be addressed.

          d)   Other States.  According to the  Genetics & Public Policy Center   
            at the Johns Hopkins University, many states, including Alaska,  
            Arkansas, Delaware, District of Columbia, Indiana, Iowa, Kansas,  
            Louisiana, Minnesota, Mississippi, Missouri, Montana, Nebraska,  
            New Mexico, North Carolina and Ohio permit direct-to-consumer  
            testing because state laws on these states are silent regarding  
            such tests.

          e)   Anti-Kickback and Anti-referral statutes.  Longstanding policy  
            relating to the prohibitions against receiving payments or some  
            other form of compensation for referring patients for health care  
            services has been embodied in Section 650 of the Business and  
            Professions Code and Section 445 of the Health and Safety Code  
            since the early 1990's.  These provisions were enacted to protect  
            consumers from unnecessary healthcare costs and to ensure medical  
            professionals make judgments about rendering services uninfluenced  
            by their own financial interests.  Both Congress and California  
            enacted legislation to protect against unnecessary or unreasonably  
            costly referrals by physicians and other health professionals to  
            facilities in which they had a financial interest and  where the  
            health care practitioner could profit based on the volume of  
            referrals made  .  Federal and state law took the form of specific  
            prohibitions against referrals where certain specified financial  
            interests of the referring practitioner were involved.  This bill  
            requires that an entity providing post-CLIA bioinformatics  
            services to have a contractual relationship with a licensed  
            clinical laboratory for the receipt and processing of a customer's  





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            biological specimens and subjects entities providing post-CLIA  
            bioinformatics services to these anti-referral statutes.

       2.Arguments in Support.  Supporters, including  Genentech  and various  
         individuals,  state that this bill enacts regulatory standards for  
         biological data analysis services to ensure quality, transparency,  
         and consumer protection.  They state that the current regulatory  
         framework is not appropriate for companies that provide genetic  
         information directly to consumers.  They indicate that entities that  
         provide storage and presentation of genetic information on consumers'  
         behalf do not receive biological specimens or generate the genetic  
         information are not clinical laboratories and should not be subject  
         to clinical laboratory requirements.  

       3.Concerns.  The American Civil Liberties Union (ACLU) has sent a  
         letter expressing concerns about this bill.  ACLU has proposed  
         convening a series of stakeholder meetings to discuss and make  
         recommendations regarding the regulation of direct-to-consumer  
         genetic testing.  ACLU also proposes several drafting  
         recommendations, including language dealing with privacy, quality  
         standards, and consent requirements. 

       4.Policy Comments.

           a)   Regulatory scheme  .  This bill as currently drafted does not  
            include a regulatory scheme for post-CLIA bioinformatics entities.  
             For example, it is unclear which state entity would have  
            enforcement and licensing, if applicable, authority over such  
            entities.  As this bill moves forward, the author may want to  
            consider amending this bill to include a regulatory framework.

          b)     Privacy  .  The bill contains several provisions relating to  
            privacy of data, including a requirement that a customer's consent  
            may be obtained before the release of any individual information.   
            With the recent practice by insurance companies rescinding the  
            health plans of thousands of Californians for pre-existing  
            condition or other reasons, the author may want to consider  
            language to ensure that individual data will not be released to  
            health plans or health insurers.  In addition, consumers should be  
            able to opt-out of the release of data for research purposes.   
            Lastly, the author may want to consider setting parameters for  
            employees of post-CLIA bioinformatics entities that handle  
            biological data sets to ensure integrity of the information. 

           c)   Clinical laboratory requirements  .  SB 482 would require a  
            post-CLIA bioinformatics entity to have a contractual relationship  





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            with a licensed clinical laboratory for the receipt and processing  
            of a customer's biological specimens.  However, it is unclear if  
            this licensed clinical laboratory must be a laboratory licensed by  
            the DPH.  The author may wish to clarify his intent.

       
        NOTE  :  Double-referral to Rules Committee second.
       

       SUPPORT AND OPPOSITION:
       
        Support:  

       23&Me (sponsor)
       Genentech
       various individuals

         Opposition:  

        None on file as of April 21, 2009



       Consultant:Rosielyn Pulmano