RE:Insurance companies say generic drugs or nothing....Thsi supports my thesis that the generics industry is the best sub-sector within the broader health care sector... As a niche sector it is a "no-brainer" in that you have the aging of population coupled with huge medical insurance costs to provide care .... this supporls a world wide push to much reduced prices and cost to society through generics....If you think about it also, it is highly recession proof... out of about 400 niche sectors in the economy it is the best IMO, and a great place to hide with your money..... NPH is a super micro cap so obviously this should not have an excessive weighting in your portfolio...but as it gets de-risked it likely will warrant a nice weighting...