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 (NYSE: MHS) shares jumped 10% today on positive earnings and a 10-year drug outlook from management.

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 (NYSE: PFE) Lipitor lose patent protection, Medco Health will be able to step in with generic drugs. Today's comments from management provided a slew of new generic drugs that would come available over the next 10 years highlighted by Plavix in 2012, Cymbalta in 2014, and Vytorin in 2018. It's a great decade to be in the generic-drug business, and I see no reason not to hop aboard this Motley Fool Inside Value pick and enjoy the ride.

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