The following video is part of our "Motley Fool Conversations" series, in which Brendan Byrnes, industrials editor and analyst, and David Williamson, health-care editor and analyst, discuss topics around the investing world.

In today's edition, they discuss the two performers in health care for 2011. Both companies have exciting hepatitis C drug candidates catching the attention of Big Pharma. Gilead purchased Pharmasset for $11 billion, a 59% premuim over the company's all-time high.

There's a race among major drugmakers to obtain the most effective next-gen combo drug treatment to eliminate hep-C. Investors are looking for more M&A, as shares of Inhibtex and Achillion have been bid up recently.