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

In this edition, David and Austin take a closer look at the recent events surrounding Gilead. They go over recent hepatitis C data that caused shares to plunge 15%. Was it a market overreaction, or a real concern for investors? They also discuss Gilead's attempt at expanding Truvada's indications. After the recent drop, is Gilead a stock investors should be snapping up?

Austin Smith has no positions in the stocks mentioned above. David Williamson owns shares of Johnson & Johnson. The Motley Fool owns shares of Gilead Sciences and Johnson & Johnson. Motley Fool newsletter services recommend Gilead Sciences, Johnson & Johnson, and Vertex Pharmaceuticals. 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.