Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Medco Health Solutions
So what: Earnings were up 10.6% to $371.5 million and revenue rose 10% to $16.32 billion, but the big news was positive comments from CEO David Snow about generics through 2020. The wave of big releases start in late 2011, but 2012 will be a "monster" year for generics, according to Snow.
Now what: As drugs such as Pfizer's
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