Abstract
Objective Concerns about the affordability of medications are common in systemic lupus erythematosus (SLE), but the relationship between medication cost concerns and health outcomes is poorly understood. We assessed the association of self-reported medication cost concerns and patient-reported outcomes (PROs) in a multiethnic SLE cohort.
Methods The California Lupus Epidemiology Study is a cohort of individuals with physician-confirmed SLE. Medication cost concerns were defined as having difficulties affording SLE medications, skipping doses, delaying refills, requesting lower-cost alternatives, purchasing medications outside the United States, or applying for patient assistance programs. Linear regression and mixed effects models assessed the cross-sectional and longitudinal association of medication cost concerns and PROs, respectively, adjusting for age, sex, race and ethnicity, income, principal insurance, immunomodulatory medications, and organ damage.
Results Of 334 participants, medication cost concerns were reported by 91 (27%). Medication cost concerns were associated with worse Systemic Lupus Activity Questionnaire (SLAQ; beta coefficient [β] 5.9, 95% CI 4.3-7.6; P < 0.001), 8-item Patient Health Questionnaire depression scale (PHQ-8; β 2.7, 95% CI 1.4-4.0; P < 0.001), and Patient-Reported Outcomes Measurement Information System (PROMIS; β for physical function −4.6, 95% CI −6.7 to −2.4; P < 0.001) scores after adjusting for covariates. Medication cost concerns were not associated with significant changes in PROs over 2-year follow-up.
Conclusion More than a quarter of participants reported at least 1 medication cost concern, which was associated with worse PROs. Our results reveal a potentially modifiable risk factor for poor outcomes rooted in the unaffordability of SLE care.
Although known to suppress disease activity and prevent organ damage in systemic lupus erythematosus (SLE),1-3 chronic use of immunomodulatory medications can pose a significant financial burden for individuals living with SLE.4 Concerns about the affordability of drug costs can result in medication nonadherence and disproportionately affect the minoritized racial and ethnic groups most affected with SLE.5,6 In a study of a population-based cohort of individuals with SLE in Michigan, individuals with SLE were twice as likely to report medication nonadherence because of cost as compared to matched controls.4 Medication-related cost concerns is thus a significant problem among at least a subset of patients with SLE that can potentially drive nonadherence and poor health outcomes.
In the general population, medication cost concerns have been described in up to one-third of individuals with chronic illnesses,7-10 and are associated with suboptimal outcomes, including increased hospitalizations.7,10 For instance, among patients with diabetes, cost-related nonadherence, which includes behaviors such as skipping medications, taking fewer medications, or delaying prescription refills because of costs, was reported in up to 17.6% of individuals and was associated with an increased risk of mortality.10,11 Medication costs and associated affordability concerns are thus potential avenues to improve the value of treatments for patients with chronic diseases. However, the relationship between medication cost concerns and health outcomes is still poorly understood in the rheumatic diseases. Since individuals with SLE may be particularly susceptible to the effects of medication costs, it is critical to understand the scope of this problem and its potential effects on health outcomes in this population.
In this study, we describe the prevalence of medication cost concerns among individuals with SLE in the California Lupus Epidemiology Study (CLUES), a cohort based in the San Francisco Bay Area, and assess the relationship between medication cost concerns and patient-reported outcomes (PROs) relevant to patients with SLE. Participants were asked about a broad set of medication cost concerns encompassing cost-related nonadherence and other drug-related cost concerns. To identify the widest range of outcomes, we examined several PROs across the domains of disease activity, organ damage, depression, and health-related quality of life (HRQOL). We hypothesized that medication cost concerns are associated with worse PROs. We also examined the effect of medication cost concerns on the change in PRO scores over time in a longitudinal model, hypothesizing that individuals with medication cost concerns at baseline would experience a decrement in PROs over the course of 2-year follow-up relative to those without these concerns.
METHODS
Participants. CLUES is a cohort study of individuals with physician-confirmed SLE in the San Francisco Bay Area that began enrollment in 2014. As previously described elsewhere, initial recruitment for CLUES was based on a US Centers for Disease Control-funded registry of individuals with SLE that aimed to study the regional epidemiology of SLE in the San Francisco Bay Area from 2007 to 2009.5,12 Additional participants were recruited from 2015 to 2018 through community and academic rheumatology clinics and local research networks. SLE diagnoses were confirmed by study physicians, defined as meeting ≥ 4 of the 11 American College of Rheumatology (ACR) revised criteria for the classification of SLE,13,14 3 of 11 ACR criteria plus a rheumatologist’s diagnosis of SLE, or a confirmed diagnosis of lupus nephritis.5 Participants in CLUES were evaluated with in-person clinical evaluations, including medical record review, history and physical examination, and collection of biospecimens. In addition, trained interviewers collected sociodemographic data and PROs. Four hundred thirty-one individuals with SLE participated in year 1 of CLUES and 343 completed year 3 follow-up, during which participants were asked about medication cost concerns (hereafter, the year 3 follow-up will be referred to as the baseline visit). Subsequently, 251 participants completed the year 4 and 249 completed the year 5 CLUES study visits. Nine participants died after the year 3 visit and were excluded from this analysis.
The CLUES study has been approved by the University of California, San Francisco institutional review board (IRB #14-14429), and all participants provided written informed consent.
Medication cost concerns. Participants were classified as having medication cost concerns if they reported any of the following at any time because of the costs of SLE drugs: (1) having difficulties affording medications, (2) skipping doses or taking fewer medications than prescribed, (3) delaying refills, (4) requesting lower-cost alternatives to prescribed drugs, (5) purchasing medications outside the US, or (6) applying for patient assistance programs. These questions were modeled after a subset of questions from the National Health Interview Survey, which asked about cost-related nonadherence and associated affordability concerns.15 Our definition of medication cost concerns includes cost-related nonadherence (items 2 and 3 above), but also encompasses a broader range of patient-reported affordability concerns, which could have a variety of effects on care trajectories and health outcomes.
PROs. The Systemic Lupus Activity Questionnaire (SLAQ) is a 24-item questionnaire of self-reported symptoms indicative of active SLE, with 4 response categories (no problem, mild, moderate, severe). SLAQ has a recall period of 3 months and is scored from 0 to 44.16
The Patient Health Questionnaire depression scale (PHQ-8) is an 8-item questionnaire of depressive symptoms in which each item is scored from 0 (not at all) to 3 (nearly every day), with a total score ranging from 0 to 24.17
The Patient-Reported Outcomes Measurement Information System (PROMIS) is a group of measures developed by the National Institutes of Health to standardize the assessment of HRQOL.18 In this study, we focused on representative domains from the categories of physical health (physical function, pain interference, fatigue, and sleep disturbance) and social health (ability to participate in social roles and activities).18 As described elsewhere, PROMIS scales were converted to t-scores, with a mean (SD) for the general population of 50 (10). For all PROMIS scales, higher scores reflect more of the construct being measured. Thus, for instance, a higher physical function score would be considered a better score, whereas a higher fatigue score would be considered worse.19
The Brief Index of Lupus Damage (BILD) is a 26-item measure of patient-reported organ damage in SLE that is a proxy for the physician-assessed Systemic Lupus International Collaborating Clinics/ACR Damage Index. The BILD items are scored if present, with additional scores for recurrent events; the total score can be 0 to 31.20 BILD score was not measured in year 3 and was only available in CLUES years 1 and 4. Of note, the year 1 BILD score was used as the baseline BILD score in this study, under the assumption that relatively little change in organ damage occurred between year 1 and year 3.
Figure 1 depicts a timeline of the CLUES cohort study and the relationships between the study visits and the predictor and outcome variables measured.
Covariates. Additional covariates of interest included age, sex, race and ethnicity (non-Hispanic White, Hispanic, non-Hispanic Black, non-Hispanic Asian), income (< 125% federal poverty level according to self-reported annual income and household size vs ≥ 125% federal poverty level), self-reported principal insurance (private, employer-based insurance, or other; Medicare; Medi-Cal or San Francisco County health plan), total number of self-reported current immunomodulatory medications (including glucocorticoids [GCs], hydroxychloroquine [HCQ], azathioprine [AZA], mycophenolate [MMF], methotrexate [MTX], calcineurin inhibitors, leflunomide, tumor necrosis factor inhibitors, rituximab, abatacept, and belimumab), current immunomodulatory regimen (none; GCs and/or HCQ alone; including MTX, AZA, MMF, and/or calcineurin inhibitors; or including biologics), and self-reported nonadherence (number of times any SLE medications were missed in the past 7 days).
Statistical analysis. Characteristics of participants with and without medication cost concerns were compared with the chi-square test for categorical variables, the t test for age, and the Wilcoxon rank-sum test for number of immunomodulatory medications and self-reported nonadherence. First, we examined the cross-sectional relationship between medication cost concerns and PROs at baseline. We constructed linear regression models in which the outcome was the PRO score, and the primary independent variable was the presence (vs absence) of any medication cost concerns. For the BILD outcome, the BILD at year 1 was chosen as the dependent variable. These models also adjusted for factors that have previously been shown to be associated with cost-related nonadherence and health outcomes, including age, sex, race and ethnicity, income, and insurance,7,9,21,22 as well as BILD score (for all outcomes except for BILD) to reflect SLE disease severity and the number of immunomodulatory drugs. Marginal means were estimated for the groups with and without medication cost concerns.
Second, we undertook a longitudinal analysis that assessed the relationship between medication cost concerns at baseline and subsequent changes in PROs in the following 2 years (ie, in the years 4 and 5 of CLUES [Figure 1]) using linear mixed effects models with subject-specific random intercepts and accounting for repeated measures. In these models, the outcome was again the individual PRO score, and we adjusted for the covariates listed above, including visit year, interactions between visit year and medication cost concerns, and interactions between visit year and time-invariant variables. Mean PRO scores for participants with and without medication cost concerns were estimated and plotted, adjusting for the above covariates and relevant interactions. For the BILD outcome, only 2 timepoints were available for analysis, so a change score was calculated (year 1 score subtracted from year 4 score), and a linear regression model adjusting for above covariates analyzed the relationship between medication cost concerns and the change score. Statistical analyses were performed using Stata, version 17.0 (StataCorp).
RESULTS
CLUES cohort characteristics at baseline. Of the 334 participants who completed a baseline evaluation, medication cost data were available for 332. The mean age was 49 years, and 91% were female. Regarding self-reported race and ethnicity, 31% of participants were White, 34% were Asian, 11% were Black, and 22% were Hispanic. Medication cost concerns were reported by 91 (27%): 38 (11%) reported difficulties affording SLE medications, 25 (8%) reported skipping doses/taking fewer SLE medications, 29 (9%) reported delayed refills, 29 (9%) reported requesting lower-cost alternatives to prescribed drugs, 6 (2%) reported purchasing drugs outside the US, and 31 (9%) reported applying for patient assistance programs. Of those reporting medication cost concerns, 39 (43%) reported > 1 medication cost concern.
As shown in Table 1, age, sex, race and ethnicity, income, number of immunomodulatory drugs, and self-reported nonadherence were not significantly different between participants with and without medication cost concerns. The distribution of self-reported principal insurance was significantly different between participants with and without medication cost concerns, with the former more likely to report Medicare insurance (P < 0.001). In addition, participants with medication cost concerns more frequently reported a current biologic-containing immunomodulatory regimen (P < 0.001) as compared to those without cost concerns.
Medication cost concerns and PROs: cross-sectional regression analysis. After adjustment for covariates, participants with medication cost concerns had higher scores on the SLAQ (beta coefficient [β] 5.9, 95% CI 4.3-7.6; P < 0.001), PHQ-8 (β 2.7, 95% CI 1.4-4.0; P < 0.001), PROMIS pain interference (β 4.4, 95% CI 2.1-6.8; P < 0.001), PROMIS fatigue (β 7.1, 95% CI 4.4-9.7; P < 0.001), and PROMIS sleep disturbance scores (β 2.3, 95% CI 0.04-4.5; P = 0.046), as compared to those without medication cost concerns. PROMIS physical function (β −4.6, 95% CI −6.7 to −2.4; P < 0.001) and PROMIS ability to participate in social roles and activities scores (β −4.7, 95% CI −7.4 to −1.9; P = 0.001) were significantly lower in those with medication cost concerns as compared to those without those concerns. Medication cost concerns were not significantly associated with BILD score (β 0.3, 95% CI −0.23 to 0.83; P = 0.264). Table 2 shows the marginal means for these PROs in participants with and without medication cost concerns after adjustment for confounders.
Longitudinal association of medication cost concerns and PROs. Including the baseline CLUES visit, participants had a median of 3 visits (range 1-3). PRO data were complete for at least 2 visits in > 80% of participants for all outcomes except the PROMIS ability to participate in social roles and activities outcome, where PRO data were available for at least 2 visits in 61% of participants. In mixed effects models adjusting for covariates, visit year, and interactions between time-invariant variables and visit year, medication cost concerns were not associated with significant between-visit changes in PRO scores. These relationships were further explored graphically by plotting the mean PRO scores over time in participants with and without medication cost concerns, adjusted for the covariates listed previously. These graphs (Figure 2) show that the disparities in PROs between those with and without medication cost concerns remained stable over the course of follow-up. For the BILD change score, which analyzed 2 timepoints, medication cost concerns were not associated with significant changes in BILD over time after adjusting for covariates (0.14, 95% CI −0.12 to 0.41; P = 0.293).
DISCUSSION
In this study, more than one-quarter of participants in CLUES reported at least 1 medication cost concern, which encompassed financial concerns related to SLE drugs and cost-related medication nonadherence. We found marked differences in PROs among those with medication cost concerns in our cross-sectional analysis at baseline, with worse SLE disease activity, depressive symptoms, and HRQOL among those with drug-related affordability concerns. In this longitudinal cohort, the differences in outcomes we observed at baseline persisted over the course of follow-up. This highlights the urgent need to better understand and ameliorate these concerns among our patients, who often depend on long-term medication use for proper control of their disease.
Our research confirms the high burden of medication cost concerns among individuals with rheumatic diseases and SLE. Prior studies have investigated medication cost concerns from the perspective of cost-related nonadherence, which has been reported in approximately 20% of individuals with SLE4 and rheumatoid arthritis (RA).23 Indeed, persons with SLE often identify medication affordability concerns as a major reason for missing medication doses or discontinuing altogether, along with other reasons such as side effects.24,25 Qualitative research points to copays, high deductibles, and insurance lapses as prominent cost-related barriers.25 In a study on individuals with lupus nephritis, medication costs also emerged as a leading barrier to medication-related decision making.26 Medication costs can thus have a variety of effects on care trajectories; accordingly, in this study, we defined medication costs concerns broadly to encompass a range of affordability concerns, including cost-related nonadherence, as well as reported difficulties affording medications and behaviors such as requesting lower-cost alternatives from clinicians.
A striking finding in our study was that individuals with SLE and medication cost concerns had worse PRO scores across a variety of domains, such as disease activity, but also including depression, and diverse aspects of HRQOL, even after adjustment for demographic factors, income, insurance, SLE organ damage, and number of immunomodulatory drugs. The disparity in PRO scores was particularly notable for the SLAQ outcome, with the mean patient-reported disease activity score nearly twice as high in those with medication cost concerns as compared to those without those concerns. Participants with medication cost concerns also had worse depression scores and HRQOL, as indicated by the PHQ-8 and PROMIS measures. For the PROMIS measures, the differences were especially pronounced for the fatigue, pain interference, physical function, and social roles/activities domains, exceeding estimates of minimally important differences.27 Interestingly, there were no significant differences for the BILD outcome at baseline; the effects of affordability concerns and other socioeconomic factors, such as poverty, on damage accrual may take longer to manifest.28 These data suggest that clinicians should be alerted to the possibility of affordability concerns when treating patients with either high disease activity or poor HRQOL.
A compelling mechanistic link between the unaffordability of drugs used in SLE and worse health outcomes is nonadherence, which is associated with increased risk of flare and acute care utilization29,30 and forms the basis of our definition of medication cost concerns. Another potential mediating factor is psychosocial stress. In our longitudinal analysis, we attempted to further examine the association between medication cost concerns and PROs, although we did not observe worsening in PROs in those with medication cost concerns as compared to those without these concerns over follow-up, as hypothesized. This may be because of a variety of reasons. For instance, the observation time of 2 years may have been too limited; prior studies have shown that other sociodemographic variables have an effect on outcomes such as organ damage in SLE, but when observed over longer time intervals.28 Medication cost concerns are likely dynamic over time, although in our study were only measured at baseline. We did observe, though, that the disparities in PROs between those with and without medication cost concerns at baseline persisted over the course of follow-up (Figure 2), suggesting that this subgroup of individuals with affordability concerns continues to have unmet needs over time and may benefit from interventions, either directed at reducing out-of-pocket costs, medication nonadherence, or suboptimal disease outcomes.
A surprising finding was that many sociodemographic factors, such as age, sex, race and ethnicity, and income were not significantly associated with medication cost concerns (Table 1), as has been shown in other studies of chronically ill or older adults.9,21,22 Self-reported nonadherence did not differ between groups either, although our study was limited in asking participants for the number of missed doses in the last 7 days. This suggests that, in the absence of clear risk factors, potentially any patient with SLE could be susceptible to drug affordability concerns, regardless of their sociodemographic background or recent adherence level. Our results did show a higher proportion of Medicare beneficiaries and current biologic users among those with medication cost concerns. These findings merit further investigation, especially from the context of cost-sharing and drug-related out-of-pockets costs, which have been shown to be important determinants of affordability concerns and subsequent nonadherence in the general population21,31 and in patients with RA receiving biologic therapy.32
Although we are still learning about the scope of medication cost concerns in SLE, there are several potential tools that the rheumatology community can use to address this problem. Clinicians can engage patients in discussing their medication costs on a more routine basis, since affordability concerns often affects medication decision making and adherence. Research has documented a willingness on the part of both patients and clinicians to discuss medication costs, although only a fraction ever do in clinical encounters.33 In a study of patients with RA, clinicians discussed drug costs in only one-third of encounters, despite medication changes being made in more than half of visits.34 Uncovering medication cost concerns may point to solutions such as finding lower-cost alternatives or opportunities for changes in policy that enable dependable healthcare coverage and reduce out-of-pocket drug costs. For instance, implementation of the Medicare Part D prescription drug benefit in 2006 was associated with a decrease in cost-related nonadherence among beneficiaries.35 In parts of the world with universal prescription drug coverage, medication costs are not a major cause of medication nonadherence in patients with SLE.36 Medication coverage and out-of-pocket costs are particularly relevant in the context of biologics and newly approved agents entering the SLE treatment armamentarium, although even relatively low drug cost burdens of common immunosuppressants can exacerbate nonadherence in individuals with SLE.37 Addressing medication cost concerns effectively will thus entail interventions in the clinic as well as in the domain of policy to improve both access and outcomes among patients with SLE.
There are several important strengths to highlight in this study. It is one of the largest investigations of medication cost concerns among individuals with SLE and benefits from the CLUES cohort’s population-based study design and diverse representation of Asian and Hispanic participants. We purposefully employed a broad definition of medication cost concerns to identify a wide variety of financial concerns; we also studied a diverse array of PROs and performed longitudinal analyses to understand the relationship between cost concerns and outcomes.
This study also has several limitations. The questions about medication cost concerns may have lacked precision because no recall time was defined; medication cost concerns were not necessarily current or even recent. In addition, the questions referred to SLE medications in general and not to specific medications or classes of medications. Disease activity and organ damage in this study were assessed by means of patient report and were not verified by physician-assessed measures, which may be less susceptible to noninflammatory symptoms or bias.38 Other factors that likely affect medication affordability concerns, such as out-of-pocket expenses and medical debt, were not measured in CLUES but warrant further investigation. We considered the possibility of reverse causality in our cross-sectional model and for this reason undertook a longitudinal model; additional studies investigating medication cost concerns from a longitudinal perspective with longer follow-up time should be conducted. Future study should focus on the long-term effect of advances in policy, such as the upcoming capping of out-of-pocket expenses for Medicare Part D beneficiaries.39
In summary, medication cost concerns were associated with worse PROs across diverse domains in this multiethnic cohort of people with SLE, even after adjustment for important sociodemographic and clinical variables. These differential outcomes persisted over time in this longitudinal cohort, highlighting the unmet need to address these concerns among people with SLE in general.
Footnotes
This work was funded by a grant from the US Centers for Disease Control and Prevention (CDC; 5U01DP006486). Additional support was received from the National Institutes of Health/National Institute of Arthritis and Musculoskeletal and Skin Diseases (P30AR070155, K24AR074534), and Russell/Engleman Medical Research Center for Arthritis. The findings and conclusions in this report are those of the authors and do not necessarily represent the official position of the CDC.
The authors declare no conflicts of interest relevant to this article.
- Accepted for publication May 19, 2023.
- Copyright © 2023 by the Journal of Rheumatology