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

In today's edition, they discuss how Vertex has been beaten down lately as excitement over the next generation of Hep-C treatments has increased concerns that Incivek's blockbuster success will be short-lived. We discuss how the recent planned CEO change will transition the company into more than a one-trick pony. Have a look:

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.