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

In today's edition, David discusses whether Dendreon's recent downgrades are deserved. Shares have lost more than a third of their value over the past month, as investors concerned with Provenge's slow launch feel the looming shadow of Johnson & Johnson's Zytiga. Can Dendreon recapture the magic, or are analysts correct that Provenge's high price and looming competition will relegate it to an afterthought treatment? Watch and find out.

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