I think it's about time Barr had its own thread.
They are a generic manufacturer differentiating themselves by carving out a niche in women's reproductive health. They recently introduced an oral contraceptive that is designed to extend periods from one month to one year. More recently still, and more controversially, this is the company that has applied for permission to market sell "Plan B", the "morning after pill" over the counter.
I like the idea of having a generic manufacturer in my portfolio as a hedge. More controls on health spending should be good for generics. I think "Seasonale" might be attractive to many women, and if "Plan B" gets approved then surely its sales will increase. |
