I see the recent legislature will exempt or at least require GPO transparency, but I have no idea what that means for OptumRx. Does anyone have an estimate of how much $ Emisar captures for us? I realize this is probably known by only a few, very select employees and probably not casual readers of this site, nor something they would share openly. So I’m asking this group - any idea how much revenue Emisar pulls? When/if that company gets eliminated, how will the flat rate policy instructed in the legislation impact our revenue? I also realize that this is almost 2 years away, but wondering if layoffs will begin to wind down operations long before then.
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emisar captures billions of rebate value, negotiating for all commercial lives (optum, uhc, gpo members). There are about 70+ Emisar team members, most are irish workers. a lot of fees are based off a percentage of dr-g price, and they likely won't switch to a flat dollar amount fee unless forced to by the government. the fee structure allows for them to say 100% pass through of rebates because fees are not rebates.
If 100% of rebates go back to the client leaving no profit for the company, how in the world are they going to justify having a rebate team. Now I know why they are pushing AI in those departments.
Does the new legislation passed for 2028 mean no more rebates for GPO and PTD? It sounds like all the rebates for these are required to pass 100% rebates back with no room for company profits if I am reading articles correctly. Does it also eliminate 340B rebates? Can someone shed so light on this because this would mean more cuts. I know PTD business is small compared to Emisar. And would COM still exist or be the only rebatable business left.
Emisar/GPO pulls in a TON of money. If it goes away it will be a HUGE hit to the company.