This is a drug that, despite a warning, was still a phenomenal seller.

It would have a multi-billion dollar impact. $10 billion is not an unreasonable number.

Doctors, when they see a black box warning, it really makes them anxious in that they can imagine themselves, if an adverse event occurs, in a courtroom trying to explain to a judge why they prescribed the medicine when it says right on the label why it shouldn't be prescribed.

There's no question this is a potential blockbuster.

After a few years, peak sales of any effective osteoporosis agent could reach well over $1 billion.

Most of the infected people are in Third World countries who can't afford and don't have access to these drugs.

Just because a marketplace gets crowded doesn't mean that it will have a negative impact on sales. The market is certainly growing based on the demographics.

Unless you address some of the underlying problems in these bills, I doubt there will be a consensus necessary for passage of them.

A lot of other companies are trying to fill that void before it goes public.