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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Fool contributor Travis Hoium does not have a position in any company mentioned. You can follow Travis on Twitter at @FlushDrawFool, check out his personal stock holdings or follow his CAPS picks at TMFFlushDraw.

Pfizer is a Motley Fool Inside Value recommendation. Medco Health Solutions is a Motley Fool Stock Advisor pick. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.