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Investor Presentaiton

To illustrate why it is important to capture pricing information from PBMS, we have included a table highlighting how pricing can vary dramatically between PBMs and the pharmacies that dispense the drugs. For Trulicity, a medication used for the treatment of type 2 diabetes, our audit work has identified Medicaid reimbursement rates resulted in estimated pharmacy losses of $58.82 per prescription dispensed to estimated pharmacy profits of $53.29 per prescription dispensed. Figure 3: Pharmacy reimbursement rates are inconsistent between PBMs in Medicaid Average Oregon acquisition cost Number of Drug NDC Month PBM units Estimated pharmacy profit/loss Prescription 1 Trulicity 2143380 Prescription 2 Trulicity 2143380 Prescription 3 Trulicity 2143380 Prescription 4 Trulicity 2143380 Prescription 5 Trulicity Apr-21 PBM1 2 $404.31 ($58.82) Apr-21 PBM2 2 $404.31 ($16.58) Apr-21 PBM3 2 $404.31 $9.57 Apr-21 PBM4 2143380 Apr-21 PBM5 2 $404.31 $19.50 2 $404.31 $53.29 Source: Preliminary auditor analysis of OHA and PBM Medicaid data Our audit work is focused on PBMs within the Medicaid program and not those regulated by the Department of Consumer and Business Services (DCBS). It is important to note current statutes define PBMs as an organization that contracts with pharmacies on behalf of an insurer offering a health benefit plan, a third-party administrator, or the Oregon Prescription Drug Program established in ORS 414.312.3 DCBS does not consider Medicaid PBMs to fall under that definition and are therefore not subject to most statutory requirements. As a result, Medicaid PBMs are not regulated by DCBS, and statutory changes are required if the legislative intent is to capture pricing information from all PBMs operating in the state. Medicaid serves one in three people in Oregon and the current limited statutory definition provides an incomplete picture of all PBMs operating in the state. When considering new legislation, it is important to consider both quantitative and qualitative impacts to enrollees, the program, and key stakeholders. We suggest reaching out to DCBS and OHA and other stakeholders while drafting legislation to discuss the impacts to the programs they administer. We hope you find value in this communication and would be happy to answer any questions you have. We plan on issuing our audit report later this year, which will provide additional details around leading practices as well as risk areas and important background information. If you have any questions, please contact Audit Manager lan Green at (971) 239-7934. Sincerely, Kip Memmott Director, Audits Division Oregon Secretary of State CC: James Schroeder, Director, Oregon Health Authority CC: Representative Nancy Nathanson; Representative Rob Nosse; Senator Elizabeth Steiner CC: Chairs of the Senate Committee on Health Care; Joint Committee on Legislative Audits CC: Andrea Cooper, Governor's Office 3 See ORS 735.530 for the full definition of a pharmacy benefit manager. Oregon Secretary of State | February 2023 | page 3
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