In contrast to my last post about authorized generics, here is the counterpoint: an authorized brand.CVS/Caremark (CVS) is one of the largest pharmacy benefit managers in the country. A decision such as this one can mean millions in sales for the companies that manufacture brand drugs, so competition is fierce, and so are the margins. Eli Lilly (LLY) is the manufacturer of Basaglar, a type of slow-acting basal insulin, formulated for insulin-dependent type 1 and 2 diabetics. Similar products, Lantus and Toujeo are manufactured by Sanofi-Aventis (SNY), and will now be completely excluded from coverage for 21 million policy holders, and another 6 million will see their copays increased. It's reasonable to assume that this decision should be viewed as bearish for Sanofi shares.I like Lilly for the dividend, and I know that they are working hard on developing new therapies for diabetics as well. Incidentally, I just happen to be type 2 diabetic, and am using a slow-acting insulin made by Novo Nordisk (NVO) called "Tresiba". The stuff is the bees knees, it has double the active life of competing insulin from the above makers. A single injection can control sugars for up to 48 hours. I use the product with Ultra-Fine pen needles manufactured by Becton-Dickinson (BDX). Most of the time I feel nothing at all when injecting it, these are very convenient products for people who need to deal with this. These two names are solid additions to your portfolio as well. Not everything is wonderful in pharmacy these days though. I recently decided to take a short position on the healthcare sector as a whole, take a look at this article for the reasons why.