Not admitted · Not a forecast
Rules 1.1.0 · as of 14 Sep 2026
Owen Scott Muir · Said 5 Feb 2026 · owen-2070
Quote
Not a forecast
“in my opinion, completely destroyed the financial rationale for PBMs as a profit center for giant healthcare conglomerates”
Assessment of CA 2026's full rebate pass-through and fiduciary provisions. The author says the law destroys the financial rationale for PBMs as profit centers of large insurers (Cigna/Express Scripts, UnitedHealth/OptumRx, CVS/Caremark).
Descriptive, retrospective, or a statement of preference; no future state asserted.