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.