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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. 

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...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger 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