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.

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