The following video is part of our "Motley Fool Conversations" series, in which Motley Fool Stock Advisor analyst Jim Mueller and analyst Jason Moser discuss topics around the investing world.

Jim owns Dendreon in his Rising Star portfolio, which he calls Messed-Up Expectations. He discusses with Jason the latest news from Johnson & Johnson and how it affects Dendreon. He still thinks the market is generally spooked regarding Provenge and its ability to become a blockbuster drug.

Jason Moser has no positions in the stocks mentioned above. Jim Mueller owns shares of Johnson & Johnson and has long calls on Dendreon. The Motley Fool owns shares of Dendreon and Johnson & Johnson. Motley Fool newsletter services recommend Johnson & Johnson. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.