Dew,
I'm not sure but I would guess Medicaid US pharmaceutical sales account for high single-digit percentage of total US pharma sales...maybe 10% or so.
Also, in re-reading my previous post I see that I mischaracterized closing the Medicare Part D donut hole as having a positive impact. Clearly, this is another negative for pharma since the mechanism by which the donut hole is being closed is large discounts pharma will have to give effective in 2011. Medicare represents a higher percentage of pharmaceutical revenues, usually around 15% or so. So between Medicare and Medicaid, I'd estimate they account for ~25% of US sales.
But I should add that I think this is an overall net positive for the industry. Things could have been much worse as the legislation removes the concern that was overhanging the industry on matters that could have devastated pharma, such government price controls and/or importation.
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