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.

Brendan Byrnes has no positions in the stocks mentioned above. David Williamson owns shares of Dendreon. The Motley Fool owns shares of Dendreon, Exelixis, and GlaxoSmithKline. Motley Fool newsletter services recommend Exelixis and GlaxoSmithKline. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.