The following video is part of our "Motley Fool Conversations" series, in which health-care editor/analyst David Williamson discusses topics around the investing world.

This edition focuses on two health-care stocks -- Threshold Pharmaceuticals and Arena Pharmaceuticals -- with sector-best returns so far this year. David highlights the two drugs propelling their multibagger performances, TH-302 and lorcaserin, but discusses whether shares can keep running throughout 2012. Watch and find out.

Health-care investors are always looking for the next big breakthrough. Motley Fool co-founder David Gardner recently identified a small-cap health-care company that he believes is poised for monster returns. To uncover this top pick today, enjoy the special free report, "Discover the Next Rule-Breaking Multibagger." Don't miss out on this limited-time offer and your opportunity to discover this game-changing company before the market does. Click here to access your report -- it's totally free.