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

In this video, David and Brendan discuss Dendreon's fourth-quarter earnings and first-quarter guidance. Share price volatility around earnings along with slowing sequential sales and new competitors on the horizon have investors nervous. Should they be? Watch and find out.

Health-care investors are always looking for the next big breakthrough. Motley Fool co-founder David Gardner recently identified a small-cap health-care company that he believes is poised for monster returns. To uncover this top pick today, enjoy the special free report: "Discover the Next Rule-Breaking Multibagger." Don't miss out on this limited-time offer and your opportunity to discover this game-changing company before the market does. Click here to access your report -- it's totally free.