november 6. if that is not your thing, short -- one or the other. >> all right. doc? >> pbr. a lot of call buying in there. >> thanks for watching. see you tomorrow. mad money starts right now. i'm melissa lee. thanks for watching. "mad money" starts right now. my mission is simple. to make you money. i'm here to level the playing field for all investors. that's always a bull market somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. i'm trying to make you a little money. call me at 1800-743-cnbc. stocks cannot live on growth alone. you need growth, plus execution. you need for your business to hum without a mistake. because if your stock is

expensive and it screws up or even if another stock in your cohort screws up then it's katie, bar the door. as we saw today when the nasdaq was down due to guilt by soef,. the dow is also down and too much growth in the nasdaq. consider this show on the eve of twitter, the public servant announcement about anything less than flawless execution. one that extends to twitter and we await the pricing, an we'll bring you the latest as soon as we have it. today we saw exhibit "a" of a need for a growth stock to execute. tesla. what gives? how could the stock report better than expected earnings and yet get crushed. falling down to $151.16 a share? simple, simple as looking at this bald head of mine. it has no hair. in the world of stocks no hair is beautiful. especially when the stock is

expensive. there are only a few stocks that are expensive, but tesla is valued at a cultish $18 billion level. even as it might produce more than 20,000 cars this year. it's 20,000. as long as the cars are beloved and the company can meet the demand, tesla will go higher. if something goes wrong and it was batteries that led to fewer car sales that people were whispering about then it's all over by but shouting. a production problem be batteries, not a demand problem was responsible for tesla's sloppily execution. it didn't matter. given the fact that the stock had run up this year, there was no room for any hair at all in this quarter. even if it had to do with supply not demand. especially when we were hearing that perhaps that they would surprise us with sales numbers of 7,000 cars or more. 1500 more than the company actually sold. people have been furious with me

at jim cramer -- at twitter, any minute, people were furious when they said why didn't i declare that i like tesla the stock. no, i recognized it as a cult stock. today the kool-aid was laced with cyanide, but i have no doubt when the battery issue is resolved the cultists look back in action. although weakness in another company that's run by eon musk, reported tonight. it could cause a second day of selling for tesla tomorrow. as both are overvalued on the fundamentals. this is why i keep warning about the twitter ipo. and i told you that if it opens up huge versus priced tonight, i will say sell it. if a day goes by that there's fewer tweets, tesla will suffer the same fate today.

it could trade at the high a few minutes after it opens tomorrow. anyone then it might be for for a long slog down. which is what happens to the red hot social media sites that go public. i want can constrain you from making some money. being prudent can constrain you. and remember, if you can actually get in on the twitter ipo, actually stock from the banker, you could have a terrific chance of scoring a big gain. but tonight i'm playing dr. cramer. my mission statement is first do no harm. this one is dicey. if it were my hedge fund and got stock on the deal okay, if the old days before i retired yes, i would sell sell sell, flip it. at tomorrow's opening and i will say that on "squawk on the street" at 9:00 a.m. tonight, we have the actual

proximate causes for the junior growth oils and the biotechs. this morning there was a better than reported quarter, but we told you to do some selling in this and other biotechs it wasn't better than expected enough. the froth in bio tech, sell sell sell replete with a gigantic number of hot ipos, banished quicker than the head on a budweiser and the deflation and destruction were everywhere. expanding into the best of the best, the celgenes, the gileads. wait until friday to tell you to sell that one. and execute flawlessly. how is it that the perfect execution of one biotech and it didn't wasn't -- it did what it was supposed to do, can somehow execute the entire group? because the sector pull in this cohort is extraordinary.

today's precisely why i preached diversification so hard to you. when a less than fabulously better than expected quarter, yes, less than fabulously better than expected quarter gets reported for a stock that had run like nps, at which had been up 2,000% coming in, no, i'm sorry, had been up 200%, it's up huge, but 200% coming in for 2013, you get a wholesale slaughter. you can be the judge when we talk to francois nader tonight. he's the ceo of nps. and you can find out whether the collateral damage was mistake or not. of course, drug stocks abhor a vacu vacuum. and it was actually up today. yes, money switched from bio tech to merck. then that's pioneer natural resources. the stock of this independent oil company had been up 100%. notice the tesla numbers, they're incredible.

and while there was no diminution of the forecast, the pioneer will dominate, the second largest largest on the earth t company by its own admission didn't execute as well as it would like. there goes the neighborhood as pioneer's weakness it fell $11.81 extended to the smaller, faster growing segments that trade on net asset value, not earning. like with junior versus senior pharma today, this was a day where the beaten up oils shined. chevron and exxon were up. it's not about growth stocks per se, if you execute well and your growth stock, you're still shining that's the tale which had a remarkable quarter. and as ceo irwin simon told us, every day it dawns on people that natural and organic food is not a fad.

although i'm sure that people who own whole foods which offer disappointing guidance tonight will disagree with that analysis. then the on-line reservation system that's so loved who can fill open tables to customers, rallied $8.82 on the terrific quarter. do we give up on growth and rotate into value? do we forget about skyrocketing biotech and independent oil companies and focus on the tried and true? i think that's a mistake. in the end mutual funds return to the growth stocks of companies that executed weld, including many of the ones who had gotten hit here today and should get hit tomorrow. after another day of two i would rather be a buyer nan a gilead than a seller. that said these stocks are all about one location at this very moment. >> the house of pain. >> even as they dwell mostly in the house of pleasure typically. i think the pain is what awaits you when you buy growth stocks when you trade during their earn,s to the s&p 500.

sure, conoco and fiphillips and they're running because -- the well-known analyst said the outgoing ceo will be replaced next month. that would be a huge blow to ford. but a game changer for microsoft. explained by my old friend who has covered microsoft for almost 30 years and if ba lally sells off the underperformers like the bing, or the xbox the value would be brought up quickly. frankly after qualcomm, disappointed again tonight, i'm still uncomfortable with most technology stocks. i would rather sell microsoft than buy it up here. in the end though, a balanced portfolio that has some growth, some speculation, and some value one that can straddle the spectrum of the stocks that can't afford to have any hair, lest they get a hair cut when they mis, along with stocks cheap like chevron and mcdonald's is certainly the way

to go. keep that in mind before you chase twitter where we are waiting for the final pricing before it comes public tomorrow. if you already have a netflix or a solar city or a tesla or an amazon or facebook in your portfolio, consider yourself covered with the chit in the high growth space of your portfolio. you don't need another especially considering that every single red hot social and mobile cloud ipo has been cut. this is bottom line. you must accept the risk when you go into the high growth stocks. please understand there can be some apples in the apple growth eden that can cause indigestion. after all, adam and eve produced 7 billion people and that's an awful lot of success. larry in massachusetts. >> caller: jim, nice job on the raiders, good luck with the packers and a how about a philly/sox series next year. >> that would be nice.

i'm taking it one game at a time. how can i help? >> caller: do you agree the big drop was overdone? >> yes, i thought that was ridiculous. i was going over that with my friend, by the stock in the doghouse. they need to do a shakeup. they need to changenary rental construction business. maybe sell it to uri. taking a stroll in the garden of growth stocks, be prepared for risks. but remember with risks come great rewards. stay with cramer. coming up -- oil patch comeback? rising sale player magnum hunter, can the stock still deliver great returns? he's drilling down with the ceo. and later prince of the perman? pioneer is drawing position in what could be the second largest oil field in the world has helped its profits soar five fold. but will falling oil prices put the pinch on the growth?

don't miss kramer's exclusive. plus, under the weather? nps pharmaceuticals had been on the healthy surge this year. up over 150%. but shares took a nosedive today after it reported. are investors cashing in or should you be concerned about the vital signs? all coming up on "mad money." don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. ♪

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as we await the eminent pricing for the twitter deal, are we doing anything here in american? are we doing anything but watching devices anymore? i think back to what facebook talked about on the facebook

conference call, when she said in 2013 for first time people will spend more time with digital media than watching tv. specifically 5.52 hours or 315 minutes a day. on desktops one in eight of the minute sons facebook. mobile devices one in five minutes. now wait a second. what else is there time for? the average person sleeps eight hours, twice more than i do. and basically a third of the day. then that's another third which is supposed to be spent working. and the last is meant to be play. do you mean to tell me we're on facebook for more than half of the leisure time and watching television for the rest? i think the secret to the success of facebook as well as twitter which should price momentarily or even the yahoo! or the aol as we heard from yesterday's successful conference call for the no longer company is people are doing far less work at work. and far more fooling around on the internet. the internet turned out to be the ultimate in trojan horses.

unlike televisions in which ceos watch cnbc all day, the internet is something that people expect to be watching. the huge percentage of internet use is totally prurient and self-serving and fun. the last thing you want people having at work and it definitely takes away from what you're supposed to be doing. that's the dirty little secret of the amazing medium. how did it happen so fast? how do we know it's not hype? you're gleaning a ton of information about how this happened from the recent conference calls this quarter. first, because people have so many devices. the facebook people may want to claim the 5.25 hours of batching for the internet, but i think it's becoming a two-screen watching era. that's how the networks and the cable companies can continue to show incredible growth. no wonder the ad rates have been stellar this quarter. see time warner today and they're throwing a huge amount of growth?

at t-mobile, which may be growth from at&t or from sprint, there's a huge boost of people watching programming on smartphones and on tablets. some of that might be double counted television but most is coming from youtube or facebook, twitter, huffington post or other texting and e-mail applications. finally we know from the escalating usage of amazon or like we learned -- or yelp the week before that the retail sites, amazons, people are shopping all the time. perhaps they should be working. the only real solution for right now, has been print. which from these usage data has fallen off the face of the earth. as anyone who listened and heard how badly time inc. is doing. all this is a simple fact, the reason why we're so willing to seemingly pay anything for twitter, and have been paying huge -- on facebook, is that the functions are always on and they're not always static.

they are operative from the moment you wake up until you go to sleep. i will go a step further. until the internet is blocked at work for anything other than what you're being paid for doing the usage will go higher. investors what like the growth path as more and more spend their time on smart phones, checking the web, going to amazon to buy things and checking out sports online. if only one-seventh of the people in the world have smartphones, and the 5.25 hours of the internet expands to at least eight hours of leisure and work, then you can see why people want the stock of twitter. when each company goes to public we'll clamor for them until something better comes over our mental transits. it's here to grow and grow at a pace faster than any pastime in history. stick with cramer.

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at a ford dealer with a little q and a for fiona. tell me fiona, who's having a big tire event? your ford dealer. who has 11 major brands to choose from? your ford dealer. who's offering a rebate? your ford dealer. who has the low price tire guarantee, affording peace of mind to anyone who might be in the market for a new set of tires? your ford dealer. i'm beginning to sense a pattern. get up to $140 in mail-in rebates when you buy four select tires with the ford service credit card. where'd you get that sweater vest? your ford dealer. how how can you tell if a company has changed the stripes? that's a question we need to ask

about magnum hunter. it sounds like a dirty harry movie, but it's a small oil and gas producer. magnum hunter has some terrific acreage across three of the biggest shale places in america. the balken, the utica. the company was troubled by issues involving the balance sheet execution. back in april they fired the auditoring firm price waterhouse, even though they hadn't delivered the 10-k. and the stock dropped down, as magnum hunter hired new accountants, they got their 10-k out in june and all the accounting issues were resolved benignly. since then, they're one of the best performers in the oil and gas industry. roaring up to the nearly $7 level even though the last quarter has hair on it now. now on monday, it was bullish, when they talked about cleaning up the balance sheet and they've

become a leaner, meaner exploration company. we'll hear more about it when the business -- when they report their numbers on friday. has the company got its act together? let's talk to gary evans, the ceo and welcome back to "mad money." >> good to see you. >> it was touch and go and then i read through everything including your last few reports. i mean, the ones you file with the s.e.c. it seemed like there was a dispute about the way that the accountant was doing the job and it sounded liked the accountant wasn't doing the job. >> well, without saying a whole lot -- >> yeah. >> -- it's very unusual for a company to fire a big accounting firm. >> that's what freaked us out. oh, they have to be good. >> where there's smoke there's fire. we hired the top fifth accounting firm in the u.s. no restatement, clean opinion. >> i'm glad you brought it up because i was worried there would be a restatement.

listen, we all like this, we hear a big name, but that scared people. >> sure it did. >> obviously. >> scared me and the board of directors. >> i'm glad you mentioned that. >> it was the worst time of my life. running a public company. >> yes. here you are, you know, we figure that nobody fires an accountant unless there's something wrong. you got a remarkable bill of health which showed there were other issues, because no restatement means your assets were whole. >> they're whole, exactly. >> let's talk about the assets. i'm trying to figure out how people should view the companies. looking at earnings as something we should do with chevron. we should look at them with exxon, but look at the net asset value of the properties with the younger companies. >> absolutely. an embryonic company, we are only four years old. we're out buying leases, trying to figure out where to be and then we start drilling the wells. you start looking at nva -- as more companies drill around us

in the utica, in the marcellus, we prove up that acreage. and then the cash flow comes in and you start trading on the ebitda. >> when i see the properties you have, okay, why do you only have two rigs up there -- you have some great acreage is that because in the end, rigs cost a lot of money? >> well, we have had four or five rigs up there. we don't operate but maybe 20% of the properties. so we're at the discretion of the other operators who have other issues. >> right. you used to call this the $6 million well. >> yes. >> explain to people what the cost is. >> what's happened, especially in the willston basin is costs have continued to decline. we started to drill up there three years ago. they're $9 million we fells andw they're $6 million. >> that's to drill down -- >> it costs $9 million and now

it's $6 million. we're in the shallower part of the basechin. and at 6 million bucks, your returns are off the charts. >> right. you guys don't seem to be ashamed of some of the other companies about natural gas. you have a chart here, you're still half and half. >> 50/50. >> is that good? don't you want to be 80/20 oil? >> i'm very bullish on natural gas. >> long term. >> okay. >> i think the next year -- two years, gas prices are going to be low. however, if you're in the marcel us and the utica, there's not another gas base than comes close to the low furpding costs and the kind of volume. >> can you be like cabot natural gas? >> and range resources, the same way. both of them. look at them five years ago, they were $2 billion market caps and today they're 14 and $16 million. they are all off of dry gas. >> where are we in the country

about how much oil and gas there really is versus what we thought? because you near the montana section? >> no, not in montana. >> where -- >> we are along the saskatchewan border. >> it looks to me like there's areas that you're in, that we're beginning to realize have a lot more. >> well, the big boys have moved in our area. continental, oasis, st. mary's. so we tend to get into regions early and people go you're out of the fairway and what are you thinking, and all of a sudden -- >> i thought, but you're not anymore? >> we have a little bit of foresight. i have been in this business 30 years. >> so what happens next? are we going to have a period where oil is, you know, it's been down a lot. where we're suddenly worried about your hedges. >> well, fortunately, i hedge most of my oil around 94 to $95 a barrel. >> win. >> 14 and 15. >> oh. >> so we're protected. same thing with natural gas. we hedged all the gas we could

at 412, 402, 405. so we're protected, '14, '15. we have to undoubtedly find new uses of natural gas. we have to get gas to the gulf coast. we have to have lng. this is a world commodity. why not export it to the world? natural gas is being paid for by japan and china at 12, 14 bucks an mcf and we're selling it for $3.50. crazy. >> i understand the future. any time you have a lot of oil and you're pumping it. okay, we have the whole story. i'll tell you, it did throw me for a loop because in accounting irregularities equal sell, but they're cleared up it equals buy. gary evans, thank you. stay with cramer. pioneer natural resources is drawing position on what could be the second largest oil field in the world has helped its profits soar five fold, but will

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sometimes when you're dealing with a high quality growth stock that's had an enormous run all you can do is wait for a pull back, but here's the rub. when that pull back comes you have to remember it was what you wanted and used the weakness as an opportunity to buy rather than panicking like everybody else does this day. take pnb, which may be the second largest oil field on earth. the opportunity here is simply enormous. pioneer is sitting on top of vast quantities of oil and doing everything it can to get the stuff out of the ground. but they reported on monday after the close and some viewed it as being disappointing with the earnings per share raising 54%, but still falling short of the estimates. and interstock continues to fall, although i think the story

is intact. pioneer got a downgrade today. it's overvalued on earning and that took the stock down. to me, this looks like the pull back we have been waiting for. stocks up 86% year to date. remember the story about the net asset value of pioneer's terrific holdings and what a major oil company might have to pay if they wanted to to step up for a big acquisition. i think the bull three disis intact and you're getting a gift. i'm just saying this is not a broken story. as i said at the top of the show when you get the majority moves they're not over in day. let's check in with scott sheffield, the ceo of pioneer natural resources and learn more about the quarter and the prospects. welcome back to "mad money." >> thank you. great to be on your show again. >> you can tell me what happened, tell me if i'm wrong. some people say you know what, this company is now mature enough that it's an earnings per share story, no longer a net asset value story. i disagree with that analysis. what do you think? >> exactly, jim. we had some great announcements

over the last couple of days. we found another zone, the wolf camp "d." we had the best well really in the permian basin. i know if the midland basin, and the wolf camp d was way above ore expectations. we had a couple of wells that we drilled a couple of miles away. now we have the wolf camp a, b and c and d. and i think it will be end up being low over time. >> again, i'd like -- for people who did not hear you the first time, or have not listened to me, you're saying this one field could be maybe the second largest field not just in the united states, but in the world. >> yes. it's the largest in the -- in north america. it's the second largest in the world. i think our numbers are very conservative at about 50 billion. we think the numbers will climb on up to 75 billion to 100 billion over time.

>> who else is there that -- i don't hear it from nip else other than you and cora labs but there's got to be some other companies that are jealous of your acreage and need your acreage to substantially augment their holdings? >> yeah, cora lab has done a great job for us and the team at cora lab has analyzed all of the core data over the last several years. we'll be coring a lot more wells going into 2014. but i mentioned on your show before, you know, conchose is there, apache is there. diamondback, laredo. much smaller companies. we dominate the field. we have about half the acreage, about 900,000 acres. so we're definitely the 100-pound gorilla in the wolf camp field. >> let's go over what the people are worried about because the stock has been going down. they're looking at production. and they're saying q3-13 was below q2-13 and therefore

something is wrong. >> yes. at the end of the year, we're estimating about 14% production growth. this was the year with pad drilling. it was a year with science. appraising our wells to the north. it was a year where we did have to sell some production back in our joint venture. over the next five years we estimate 17 or 18% and cash flow per growth will be in the 20% plus range. that's with a commodity price declining. the strip price for oil wti today is about 94, $95. it declines to about $80 over the next five years so even under that scenario, we're still showing tremendous growth. 17 to 18% a year. and cash flow growth of 20% per year plus. >> and in your documents you're showing $14 all in for new well, is that going down? is that what you think will stay

the case? because that's still a tremendous profit margin. >> yes. with prices that level we're heavily hedged. our finding are somewhere in the 12 to $18 range. but it will come down over time. our operating costs will be coming down over time. when you start bringing on wells making 2 thousand to 3,000 barrels a day, your operating cost margins come down. >> i think people have to understand, 2,000 to 3,000 is saudi arabia like. if -- is this one of the it situations if you were exxon you would be spending $10 billion right now drilling wells wherever you could? >> yeah. we found out that exxon has staked their first well in the horizontal wolf camp, next to our hut leases. so they're drilling. i know moxie is starting to stake some wells near our ac acrea

acreage. chevron is building a big facility, $200 million facility. they have over 3 million acres. you're watching cnbc and we'll back to "mad money" momentarily. we cant to give you an update on the twitter pricing. i'm getting word from a source that it's pricing at $26 per share. this is $1 above the already raised price range. 25 -- rather $23 to $25 a share. the company will raise $1.8 billion with the option to raise an additional $273 million if the pricing goes well. this will value twitter roughly around $18 billion when you compute all of that stock based compensation into the deal. i repeat, $26 a share for twitter. quite a rich valuation for an emerging growth company. but no doubt a lot of investors will be frenzying to get into the deal tomorrow. that's the latest. now we'll have ceo of the nyse next as well as an exclusive with twitter ceo, all first on

cnbc tomorrow morning. for now, back to "mad money." it's big, and the stock is coming down. you know what that is? you run away from that, no. you leg it. stay with cramer. this veterans day, "mad money" honors those who defend our country's freedoms. by helping defend their financial futures. if you or someone in your family is proudly serving or has served in america's armed forces, we invite you to join our live studio audience this friday for "mad money," invest in america, salute to the troops. for tickets go to madmoney@cnbc.com. once, there was a man who found a magic seashell. it told him what was happening on the trading floor in real time. ♪ the shell brought him great fame. ♪ but then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ]

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it is time. it is time. it is time for the lightning round. you say the name of the stock. i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. when you hear this sound -- [ buzzer ] -- then the lightning round is over. are you ready, skee-daddy?

let's start off with tony in north carolina. tony. what's up, partner? >> caller: krispy kreme doughnut. >> what was that? krispy kreme doughnut. when they -- i said back it up and of the right. that stock goes higher. well run company. i need to go to john in california. john? >> caller: booyah from california. >> i like that. >> caller: okay, i've got j.c. penney, we got involved we thought it would be a hit. got a paycheck and we just wanted to know is it a home run -- >> you're right. i hated it all, and then when it got to 13 and ackman sold, i thought it could have a turn and i said buy it and then they did that equity offering and i don't want to touch it. so i think if the stock lifts at all you have to sell sell sell. let's go to jake in new york.

jake? >> caller: hey, jim, big booyah from here in new york. >> nice. go ahead. >> caller: my stock is exo. eox, i'm sorry. >> huh? oh, emerald is okay. pioneer coming down, i'm more intrigued by pioneer. i think that actually may be cheaper. i need to go to ben in illinois. ben? >> caller: booyah, jim. thanks for taking my call. i love what you do for us home gamer. i'm calling about ew. i know it's a competitive state. >> yeah, that's the problem. in fact, they have great science. they do have great science absolutely. but you know what? i mean, i'm sitting here with and i think that's a better company. that stock got downgraded the other day and nobody cares. they kept buying. patrick in arizona. patrick? >> caller: hi, jim. my question today is about chesapeake.

chk. >> okay. >> caller: in the tank and now i'm back to even. hold or sell? >> just hold on the it. if it goes higher sell. eog, we've got pioneer. these are better. we have to stick with best of breed, okay? we have to stick with best of breed. can i go to connor in texas, please. >> caller: jim cramer, how you doing? >> real good, how about you? >> caller: great. what do you think about a.l.? >> not bad. they have the planes. let's go to michelle in texas. >> caller: jim cramer, booyah. >> booyah, michelle. >> caller: hey, my stock is n -- you know i'll come back with -- can i speak to andrew? >> caller: big booyah to you jim cramer. >> nice to have you.

>> caller: thank you for taking my call. >> of course. >> caller: i'm looking at rite aid. retail drugstores. >> you know what? this is a strainable thing, you can't lose, walgreens is doing well and cvs is doing even better and rite aid is not as bad as it used to be. for a $5 stock, buy buy buy. let's take one more. let's go to frank in new york. >> caller: boogie down booyah. >> i like that. we ought to have a drink after work. what's up? >> caller: i bought a stock -- bought 113 shares at $23. i want to know where they're going in the short term. >> which one? >> caller: cuda. >> i wouldn't have paid up. that segment is so tough. too competitive. let's wait. not a bad company, but too competitive. that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade. ♪

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you you want to take one thing away from the show, nobody got hurt taking a profit. consideration nps pharmaceuticals. i got behind it a year ago. at the time they were trading at $8.84. thanks to the orphan drugs for a short bowel syndrome, for those

who need to be fed through the i.v. drip for 12 hours a day, can eat and digest real food and have a regular life. it's got approved and last month they submitted another orphan drug and that's for hypopyrothyroidism. i told you i thought the expectations for all of the small cap biotechs had gotten too high. you have to take half of your positions because the analysts were coming out with numbers way too bullish for the companies to meet, especially in the case of nps pharma where there was a price target slapped on the stock. i don't care how promising a company looks. if you don't ring the register on that kind of gain you're being greedy. fast forward to today. this morning they reported a pretty good quarter in line earnings higher than expected. and stronger than anticipated sales. management raised their guidance. however, when the expectations

get too high, including beset by the johnny come lately analysts sometimes good is not good enough. hence why the stock did get crushed today, falling $4.19. keep in mind, even after today's session, nps is up 188% from when we first recommendled it last year. the expectations come down enough you can circle back to this one. let's talk to dr. francois nader. he's the president and ceo of nps pharmaceuticals. hear more about the quarter and welcome back to "mad money." good to see you. >> good to see you. >> did the analysts get ahead? because you did better what you said you were going to do when you were here? >> indeed we did. so a good lunch is really patient and interested in the drugs. stronger revenue and stronger demand. this is our story. >> is it possible perhaps that there are not enough new patients that liked the drug? >> think about it, we have 3 to 5,000 patients that are eligible

for it and we have 335 prescriptions. >> right. over a short period of time. >> a very short period of time. >> i understand you're still -- it costs $185,000 to maintain this without your drug, so not like your drug is uneconomic and that's why people are not choosing it. >> that's an important point because the payers understand the value of gatix. >> is it an issue of not having enough people learn about it or is it just actually looking really good and there's some people who just -- some analysts who got ahead from what you can do in the her kuehlen effort? >> that's important. we delivered and we exceeded our internal expectations and we exceeded the revenue expectations of the street. >> can you do $198 million double this pace? >> we'll see, 2014 we'll give

you the guidance. >> i want to be sure that it's not a smaller market than we first thought when you came on the show. >> we don't haveny indication that it is smaller and i could add that now we opened international. >> right. >> international is in itself a very interesting big market as well. >> okay. december 6, analysts -- this is from that. did you really submit a 443,000 page document to -- >> that's what the fda submission -- >> what the heck is in that? >> a lot of things, but -- >> who reads -- does somebody read that? come on, they're skimmers down there. >> think of the pressure the fda is under because the patients should be read and fda has to render an opinion within 12 months. >> that's not possible. >> there's a lot of work. but from that -- we're very pleased because we submitted the largest clinical program on hypopyrothyroidism ever. >> for either of the drugs, we

have to be careful because johnson & johnson is out with a drug, but i was blown away with how bad what happened to johnson & johnson. >> yes, rightfully so. >> very rightfully so, right? >> yeah. so gatix is indicated for those dependent on the support, and with expanding the drug to the pediatric population. >> right. that's important because that does bring in more people. >> but also, it's important baupz -- because some of the kids die in the absence of the treatment like gatix. >> i think some people at home are thinking why didn't dr. nader just call the guy who at $33 said buy this stock to this guy and say, you know what? i mean, we're doing the best we can. but that's not the way it works. >> that's not the way it works. my job frankly is to deliver drugs to the patient and let the street do what they do best. >> that's exactly what you did. that's why i'm thrilled because when we were at $8 you did more

than "x." that's oall i can promise. >> that's all i can deliver. >> thank you very much. thank you to dr. francois nader. nps pharmaceutical, it came down, but it did better than we thought. stay with cramer. customer erin swenson ordered shoes from us online but they didn't fit. customer's not happy, i'm not happy. sales go down, i'm not happy. merch comes back, i'm not happy. use ups. they make returns easy. unhappy customer becomes happy customer. then, repeat customer. easy returns, i'm happy. repeat customers, i'm happy. sales go up, i'm happy. i ordered another pair. i'm happy. (both) i'm happy.

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remember, twitter opens up big. 40, 50, i would be a seller not a buyer. that's too much risk apropoe of what i talked about at the beginning of the show. it might open up and go up more and that may make you jump and i'm the most eagerly awaited ipo of the year is here. we just learned twitter shares have been priced at $26. they finally go on sale on the new york stock exchange tomorrow. the ipo tells us a lot about the markets overall. i believe a genuine bull market rally has been taking place for years. it's not a bubble. i don't think the bull cycle is over. by the way, stocks today closed at new all-time highs.