The following video is part of our "Motley Fool Conversations" series, in which health-care editor/analyst David Williamson and technology editor/analyst Andrew Tonner discuss topics across the investing world.

In today's edition, David changes his opinion on high-dividend payer AstraZeneca. After a number of drugs failed in clinical trials and a recent rejection by the FDA for a diabetes drug, AstraZeneca's already troubled pipeline looks even less prepared to deal with the "patent cliff." David believes management may feel inclined to make an acquisition, putting in jeopardy the company's strong balance sheet and dividend.