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Generic Drug Producers Have $45 Billion Opportunity

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Rupert Hargreaves
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Generic drug producers have been handed windfall sales over the past decade. According to a new report from Morgan Stanley on the state of the generic drug industry published this week, $160 billion to $170 billion of branded sales have lost patent protection over the last ten years, and generic producers have been quick to take advantage. 

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This trend is expected to continue with roughly $80 billion in branded sales projected to lose patent protection over the next five years. On top of this, Morgan’s proprietary bottom-up analysis of the top 200 branded products in the US identifies additional generic opportunities...

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Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha