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Investor Presentaiton

remote areas, but do not provide the same in-person care as community pharmacies. Sometimes there are issues with timely deliveries, which can be critical for people on certain medications. Low or unfair reimbursement rates have been cited as a key factor for pharmacy closures. A national study in 2020 found the average cost for pharmacies to dispense each prescription was over $12.24 Most of this cost is to support employment of pharmacists and technicians. Pharmacists report inconsistent reimbursements make it challenging to adequately staff and resource retail pharmacies. Pharmacists we interviewed noted there are some prescriptions they lose money on, some they make a little profit on, and a small number they make a significant amount of profit on. PBMs can set pharmacy reimbursement rates, which can vary significantly between drugs and pharmacy types. Figure 13: CCOs reported spending $767 million on prescription drugs in 2021 Emergency room $226 $251 Mental health Hospital-outpatient Prescription drugs Hospital- inpatient Physician/professional services $0 $506 $642 $523 $649 $658 $767 in millions $698 $949 2019 2021 $989 $1,191 $1,200 Source: OHA publicly reported financial data Other states have provisions in statute to address this issue. For instance, Kentucky prohibits PBMs from reducing the amount reimbursed on a claim to effective rates; other states require the use of National Average Drug Acquisition Costs as a basis for reimbursement when available. Arizona requires PBMs to disclose the methodology for maximum allowable cost lists to provider pharmacies. Oregon has no such provisions in statute. In some states these middlemen have been removed entirely from their Medicaid coordinated care programs. We analyzed 316,755 Medicaid claims to assess how pharmacy reimbursements may vary. Of the claims we tested, 69% were far below the $12 average cited in the 2020 study. In our testing, more frequently dispensed drugs — like metformin and omeprazole - tended to have much lower estimated pharmacy profits than less frequently dispensed medications. For the 13 drugs tested, the average estimated profit was $7.16 per claim, which likely is not enough to cover labor and other operating costs. - 24 See the 2020 Cost of Dispensing Study commissioned by national pharmacy associations. Oregon Secretary of State Report 2023-25 | August 2023 | page 20
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