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tv   Fast Money  CNBC  February 10, 2015 5:00pm-6:01pm EST

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privately on the phone? >> no. thank you, gentlemen for being here. "fast money" coming up in just a few seconds. melissa lee, what's on tap? >> the latest from tim cook and also a stock that moved 13% in a single day today. the ceo of unilife. >> sounds like a good lineup. >> "fast money" starts right now. live from the nasdaq market site, i'm melissa lee. huge day for apple. officially becoming the first history to close the day with a $700 billion market cap and unveiling a new partnership with first solar. the new headlines straight ahead. tesla in trouble? january sales numbers are in. iran musk was threatening to take action because the numbers were so slow. one guest says the bottom is
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still not in. let's start with apple's historic day. courtney reagan has the latest. >> that's right, melissa. less than an hour ago, tim cook wrapping up the lunch keynote here at the goldman sachs technology conference. there was a lot of headlines that came out. i want to start with one moving the stock beyond just apple. tim cook announcing a partnership with first solar to build a solar farm in monterey, california, not far from here. apple will also be directing some of their energy needs from this solar farm. when it comes to cash, tim cook says the cash we don't need, we want to give back. we're not hoarders of cash. we've done dividends and buybacks and we're currently thinking about it. listen on the april earnings
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call for the next announcement. when it comes to apple pay, it's going much faster and better than he would have thought. if we would have told him launching in october where he'd be today in february, he wouldn't have believed it. by december 2nd, two out of three spent with contact list payment was apple pay. 80% of panera transactions are made using apple pay today. he talked about the partnership with ibm and said if you think about how far we've come with mobility as consumers and then think about the workplace, it's so, so far behind. ibm offers assets apple cannot. high think it's going to be a great partnership and has a lot of great things to say about the ibm ceo as well. and lastly when we talked about the apple watch, tim cook said he hopes it will change everyone's life. he wears it every day. one thing he loves is it buzzes if he hasn't moved in more than
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an hour. buzzes about ten minutes before the top of the hour to get him to stand up and move around. a packed crowd here to listen to apple's ceo tim cook. >> courtney reagan, thanks for that wrap-up. there are two parts of this move. the solar move and the apple move. let's start out with apple. biggest market cap at the close. >> it's just a number but significant. that was an unfathomable number not that long ago. we think how long until someone gets to a trillion. it's not that far away. apple has a way to go to get there. i think an energy company will get there. >> impressed everybody here except me. jim cramer's famously said you don't just trade up -- happy birthday, by the way, jim. it continues to climb higher.
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seemingly with it trading the way it is, there don't seem to be hiccups out there on the horizon. >> the only hiccups will be their own comps. fiscal first quarter seasonally for thyseese guys, a fall-off o 15%. january was a better month and there's a lot more momentum. all the things working for the company that worked in the fourth quarter. this is something you have to be careful with. i still own apple. i invest in this name. the capital return story a year ago was very important and a lot of players that need that capital return story. a whole new wave of investors if they could get close to a 3% dividend. >> everybody likes to bet against apple. they hate it, love it, hate it. i've been involved. and to guy's point, it's something you just buy and put away. the upgrade cycle with iphone 6
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still has a lot of legs. any type of announcement they come out with -- >> tim cook talked about the watch. do we care about the watch? >> if it changes your life, i hope that -- i don't know that people have change your life built into the model. maybe you get that -- >> i don't need something buzzing on my wrist to tell me to get off my keister. >> that's what you got married for. >> now i'm in trouble. >> steve's in trouble. you said nothing. >> apple pay is becoming as big a deal as a lot of the ultra -- >> two big things. tim cook now has gotten past being steve job's successor. let me throw caution. sentiment is starting to get to a place where i thought we were back in '02 -- in 2012. be careful. it's a company that's serious
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momentum pushes. >> i would like for google to listen to all this capital return talk and see they could really -- they haven't done anything. >> in terms of first solar, we saw it on the back of the story. >> it's the first solar story. it's not going to necessarily move the needle. tim cook has thrown the gauntlet down to other s&p 500, fortune 500 companies, ceos to begin to pull back your footprint, global footprint. this is something that will help the solar industry. what we've been trading on have been oil prices and expectations of capacity built out in china where you are seeing demand come down for solar systems. where you are getting to a place where there would be parody to the normal electric grid. it's starting to get very interesting, and you have to
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stay long solar in my view. >> phil lebeau is live in wisconsin with details. >> i just got off the phone with harry wilson. former member of president obama's auto task force. and he is one person who is out today saying, i should be elected to the general motors board because i represent shareholders. when i talked with harry wilson about his proposal to be elected to the board and have sernl motors buy back $8 million in stock, this is a company that has a lot of shareholder frustration and it's not done a good job. he says by any metric, general motors is undervalued. i asked him about whether or not he thinks general motors is moving too slow in terms of dividends and raising the dividend. he said there's been insufficient speed and clarity of milestones when it comes to repaying shareholders with all the money general motors is
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holding right now. one last thing. he met with mary barra last week on tuesday the 3rd. he met her at that time to discuss with her his proposal. i asked him if she was surprised. he said, yeah. i do think she was surprised by what i had to say and by my proposal. he also believes general motor does not have enough awareness about the amount of shareholder frustration out there. his proposal, he'd like to be elected to the gm board of directors. he's going to nominate himself and believes there should be a fresh shareholder perspective on the gm board. he wants the company to start by buying back $8 billion in company stock. that's the conversation i had with harry wilson. a big day in terms of gm shares. is it time for general motors to free up some of the cash it's sitting on. >> phil, stick around. we'll trade gm first on the
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desk. >> this is sort of interesting, thoe. there's some smart investors. i think from his resume he'd understand the auto business, but this is such a sort of institutionally held name and a retail held name, they together only have 3%? that's going to be very difficult to do. let's say he's successful and gets on the board. i don't know if they mean expanded. that would be one of 15, one of 14. it's an uphill climb and you have to think that the culture at gm is one that they, not that long ago, were facing absolute annihilation. so, why they generate a ton of free cash now but things can change. you can understand them wanting to be conservative with their balance sheet. >> does harry wilson need to be elected to the board?
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a stock rising enough to make them enough to take notice? >> it's a very self-serving announcement. i think activism has been so hot and purported to create so much change. some of it has worked. to say that $8 billion in buybacks is something the company can do just because they have $15.7 billion in cash, this is a company that people -- i don't think investors know. i'm sure these guys know the company inside out. to understand gm is to understand they have huge capital needs quarter to quarter and they just can't say we have $8 billion in cash. they have $15.7 billion. i think gm is a company that needs to listen to what they need to do in their board room getting outside voices. let's talk about tesla going to announce sales in china below expectations. ilan musk was threatening to do some firing. musk speaking to the problems at the detroit auto show in
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january. take a listen. >> china was a lot weaker than expected because of misperception about the difficulty of charging, which we're correcting. we are seeing an up tick in our sales in china. they just weren't all that significant in the fourth quarter. i think the china situation is temporary and will get corrected later this year. >> let's get back to phil lebeau. what's the latest on this? >> reuters out with a report citing unidentified sources and an e-mail from within tesla saying that elon musk is threatening a shakeup of executives handling sales for china in light of january sales data. according to reuters came in at just 120 vehicles. whether or not that is accurate, if it is true, and if you believe it, 120 vehicles in a country that sold 23 million vehicles last year, you can understand why elon musk would be saying we've got to do a lot
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better than that. that's according to a report from reuters. we'll get the fourth quarter and full year earnings announcement, including sales for china after the bell tomorrow. china will certainly be a focus. we know the fourth quarter was weaker than expected. they let two executives go from tesla in china in the middle of last year because they were not performing as elon musk would like them to. they'll not only be in terms of overall production in deliveries but china in particular. it will soon be, if not this year, then next year, the number one market in the world for luxury auto sales and it's expected to be the number one market in the world in terms of vehic vehicles. >> do you think musk will get in trouble tomorrow on the call given he'd made those comments just a couple of weeks ago, and now it's coming out they in total sold 120 if that number is
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true? >> well, two things. one, we don't expect them to talk about january sales tomorrow. they never do monthly sales for any region, any part of the world. we don't expect them to talk about that. an up tick from what? from december? it's such a vague comment, it's hard to say he'd get in trouble for that. >> phil lebeau, thanks for that. appreciate it. phil is in wisconsin for us tonight. >> tomorrow they report after the bell. we tried to give you the range the stock trades in. if you look back on february 5th, traded up to $225. we're at the upper end of the range. i don't think you need that position going into tomorrow. whatever happens tomorrow, we'll let you know what the next $30 or $40 is going to be. a close above $225 tomorrow, that's your stock. you own it there with a tight stop. >> china had to meet their quote as for alternative drive
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vehicles. china was to be the recipient of all these orders. if you hang your hat on that's where it is. this was a $260 name. now down at $216. it has to hold $210. i would be wait and see. this is a no-touch area for tesla. i think it goes much lower. the level is $210. >> you're no touch? >> there's going to be major competition in this space. these guys are in china, too, and -- >> but it did run up a lot. this was that call stock. >> oil prices ran up. >> no, this was the -- >> mid-january? >> this was the iphone of electric cars. it ran up for a lot of other reasons. >> what does that mean? >> i think it's over. this is the point i agree with you, so shh. >> it's rolling off and rolling back down. i don't think it's the same thing with oprah.
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it's lost its luster. >> see spot run. see spot get hit? the four-legged robotic dog spot can take a solid kick in the side and keep on trucking. the tough details and what it means for google. plus steve grasso making some changes to his position. a trade update from the man himself straight ahead.
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some breaking news. scott wapner is on the fast ln. >> david teper has been in the news because of the story related to general motors. i spoke to him. while he wouldn't comment on that, telling me the statement works for itself, we did speak on the record about the situation in greece and what that all means for the markets in which we hold me, a deal would obviously be good for the markets, but i think the market could survive even if it went the other way. when i asked him what he meant by survive, he said stocks could fall maybe 3%. but it's not a big deal.
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the market will be fine this year. those are tepper's words. there's been this big game of chicken between greece and the eu/germany. greece wants a new deal. the eu and germany saying no way. they'll probably get an extension. there's this big meeting tomorrow as they try to reach a deal. tepper, one big market mover who is watching the situation closely but thinks at the end of the day it's not going to be that big of a deal, even if they can't get an agreement saying stocks could fall 2%, 3%. >> scott wapner, thanks for that. comments on greece from david tepper. >> i'd never knock horns with david tepper. if greece leaves the euro, i don't agree with that at all.
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markets have significant precedent affect which will affect the rest of europe. we've been dealing with this for four years. not getting a deal this week, fine. >> it is -- i think if there is an exit, where do the dominos fall? so to tim's point, he's been right for years. who am i to argue against what he's saying. coke reporting a better than expected quarter. sales rose for the first time in four quarters. tim, and what is the reason for pepsi if any? >> i think for coke it's a story where they not only beat but guided higher and it's a relief. the comps are very low. the fx headwinds we knew about. for a company that's stumbled, it's a nice quarter. they expect to be high single digit growth by 2016. that's very good news. as far as pepsi, pepsi is
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growing faster. a more mature multiple and they have a snacks business which is much more interesting than coca-cola. i like pepsi. i'm long coke. >> 22 times forward earnings, is coke expensive here. the revenues in europe surprised people to the up side. these are levels where we topped out in '98. for me, i would be inclined on three times normal value. maybe re-establish an a close above 45 as counterintuitive as that sounds or look for a pullback. google sending shares of webmd lower after they said they'd start answering medical questions on its page. they'll display symptoms and treatments at the top of the page. and spot the robotic dog designed by boston dynamic can sustain some serious blows. the 160-pound battery powered dog can take a good solid kick
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and keep on trucking. 160 pounds. that's more than we weigh, karen. >> i tried to find a pure play robotic dog stock. all i could come up with is google. i don't think this moves the needle up. getting back to their focus an health care and encroaching on webmd's business. i look through the product. they want to have high quality health care information. the mayo clinic is on board and each fact being vetted by 11.1 doctors. not sure how they come up with that. it's interesting. i don't see the revenue model right now but it's them infiltrating every part of your life which is the google model. i like it. i like it here. >> when i read about this, i thought of you immediately. >> google everything. >> at least 3 to 5 days i google bubonic plague. this is google looking for a way
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to move away from search. youtube. how many other businesses? 100? they were one of the origin investors in uber. look for it to hold the 100-day moving. all of that take back. look for that as your next entry point. >> what quality control test requires a slumpy dude to -- who even thinks of that? to kick the dog? >> this dog was -- >> they wanted to test its durability. apparently it's very durable. >> how do you kick your dog? >> the same way and it doesn't respond nearly as well. >> disappointing. >> by the way, he's joking. no dogs were harmed in the creation of this show. someone says the worst is still to come and the bottom may be nowhere near. first, grasso gives us his next big move in twitter, and it just might surprise you.
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twitter falling 2% today. the ceo's account was hacked. steve grasso has been making changes to his twitter position as of late. listen to what grasso had to say about the social name just on friday. >> i sold just under one-third of my position in twitter. had to lock in something. the stock is up 33% year to date. you've been on the roller coaster for a while. it could all be gone. >> what are you doing in twitter, and are you wearing the same shirt? >> i could be. i wear eight of the same shirt. >> sure. >> i sold a little more than a
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quarter of the position. i think they are moving away from that metric. i do believe that better days are ahead for twitter. i don't like how it's running out of gas. >> what do you think of twitter and/or grasso's shirt. >> he's a handsome man. >> he's been very aggressive. >> aggressive is good. >> did you see the picture of him with hannah davis. >> she tweeted out, look out -- >> that was -- >> i like twitter. these guys traded great. twitter's quarter was the same as facebook's quarter. there's still up side left. >> i don't need to be in this stock right now. everything i said about this company is starting to monetize. i believe they have the most revenue growth. they don't have the scale of facebook, so i will be back. crude oil may be down 48%
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but we'll hear from one guest who says the bottom is still not in. special delivery. the company bringing advanced medicine into the comfort of your own home and a stock that's been on a huge tear. the name and ceo when we come right back. [ male announcer ] at northrop grumman, we've always been at the forefront of advanced electronics. providing technology to get more detail... ♪ detect hidden threats... ♪ see the whole picture... ♪ process critical information, and put it in the hands of our defenders. reaching constantly evolving threats before they reach us. that's the value of performance. northrop grumman.
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still ahead on "fast money," oil falling today. we've got someone who says the worst is yet to come. he'll tell you why. the bulls are republicaning towa -- running towards ebay. plus, an under the radar way to play the growing biotech industry. the ceo of unilife joins us on set. crude falling almost 50% in the last six months. our next guest says we haven't hit bottom yet. let's bring in tom kloza who joins us on the fast line. when do you think oil will bottom? >> i think it occurs in the second quarter of the year and it will probably occur simultaneously to one of the expirations of the wti
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contracts. we're going to fill up in storage and it doesn't appear as though there's any way around that. and some of the additional crude oil on the water will come to the united states because we have the facilities to store it. the cycle has a long way to run out. >> in terms of price at the low, nobody can guess that exact price. will it be much off from the 42 and change we saw in january? >> i don't think it will be on a sustained basis for much longer. i agree with ed morris from citigroup it can have a two or three handle. something in the 30s is realisting. you'll not get the forward months dropping that low but you may see something in the 30s for wti at some point in the second quarter. >> do you have a view as to why this is taking place? if you had to pick one, is it a supply story or is it a demand story? >> absolutely a supply story.
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it's still about oil shale and the count is very misleading. if you look at some of the analysis, there's like 500,000 wells in the united states that produce less than 15 barrels a day. 15, not 15,000. sometimes the rig counts can be misleading. they haven't been shut in. >> it's karen. if you see this as a shale problem, where do you think the wti brent spread could go? >> i agree with people who think that can widen out to maybe $10 or so with wti taking most of the weakness. so i think that's a good story for refiners. the wider the spread, the better the story for u.s. refiners, particularly in the center of the country but also at the gulf coast. it's been a decent stretch for them. >> i'm a consumer or investor in discretionary names. do we see a decline in gas if we
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see oil with a two handle? >> i think gasoline -- no. i think gasoline margins for refiners widen, but i think prices will still, on margin remain about $1 to $1.10 cheaper than they were. last april they peaked and were on track. we may peak $2.50 to $2.70 on gasoli gasoline. good story for restaurateurs, people that can grab on to that $140 billion of additional money out there. >> when we hear about all these companies cutting capex and you are saying the rate count is deceptive, does that mean we'll see deeper cuts to come? >> they'll be deeper cuts and they won't be u.s. cuts. you'll see some of the big projects which haven't passed the point of no return offshore. look for trouble in venezuela
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and nigeria. we're hearing rumblings of that now. that's when we might hear it. the second quarter looks really ugly for crude oil. >> tom kloza, thanks for your time. looking at u.s. production, it hasn't slowed down enough. it's still growing and going to grow. to say the market won't overshoot these expectations. also an opec meeting june 5th where there's some thought now they could cut in advance of the supply fromu ran that will probably come out at the end of june. oil prices have bottomed. i don't need to trade any of those names at this level. trades at 92 now. i stay away. >> i don't think oil prices have bottomed. you'll get another huge glut. and people were inspired to short cover last week. i think that has ran its course for at least the next couple of days or so.
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i'd be a short seller of oil. >> oil equities very often bottom at a very different time than a lot itself. so we could be at that point or have just passed it. >> look at xle and the recent low 114.15. >> but do they need to trade higher? >> you mean bottom and just stay there? >> i think we've based in the underlying commodity. you've had a pop in a number of these. >> i think they tend to be volatile. >> we have tesoro which made an all-time high after the bell today. we'll find out how ben official this last couple of months has been for them. drop for go pro down 2%. >> just a hardware company. a great one but they're trading almost back to where they settled after the ipo. watch $40. i think the stock is going there. >> drop for ubs down 2%. >> negative foreign currency
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exposure. negative interest rates hurting them as well. i would stay with something like charles schwab. completely different animal. charles schwab, etrade. i think that's where you get your return. >> big pop for molina health care. >> a managed care organization. they report earnings better than expected. they are in the midst of a transformative set of integrations. it's still early but they seem to have control of their costs. >> pop for spirit airlines up 5%. >> fourth quarter released this morning. down 4.5%, 5%, which helped this stock. this stock up 5.5%. there's been vacillation along the way. >> nice word. >> vacillation. >> nice word, not necessarily trade. >> this wants to trade back to $85 level.
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>> and a drop for pots an a hot tin roof. a they busted a pot farm. the pot luck ran out when the snow was melting faster on their roof than the others. they found heat lamps inside. >> i tell you what. and modern english "i'll melt with you" also an the soundtrack. morgan brennan back at headquarters. >> pier 1 imports falling off the cliff in after hours trading. now down 30%. they significantly lowered the full year guidance to 80 to 83 cents per share from a prior estimate of 95 cents to 1.05. the company cites softer than expected sales in january and february and higher supply chain costs. also announced its cfo is
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resigning. don 30% in after hours. >> thank you, morgan brennan. never good when a cfo resigns on top of a warning. is there a read through here? >> could be something very specific. restoration just crushing it. >> wicker. those -- where was that tape from? >> netherlands. >> that's what they're going to be doing. making wicker chairs for the next 30 years. shame on them. check out shares of yoon life up 35%. the medical supply company makes delivering more advanced drugs easier with prefilled syringes and pumps. we took the chairman and ceo of unilife rouight after this brac.
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shares of health care company unilife soaring 13% today. the company partners with major pharma and biotech companies to deliver syringes and pumps. joining us is the ceo of unilife. you've brought the product
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sothat people can understand what exactly this is. >> i brought one of our products. we have five categories of delivery systems and over 20 platforms. we're prolific in terms of drug delivery systems. >> in terms of partnerships, not only the list of partners you have which includes sanofee, but the partners you could have. how do you get paid when an abbvie, for instance, says we have a partnership with you. >> it's a business to business model. it's a very attractive financial model. they are differentiated. it allows them to enhance their therapy and differentiate against their competitors. it drives their market share and revenue. we get paid -- we sell directly to pharmaceutical companies and they deliver their drugs to the
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mark market. it allows them to self-inject whenever and wherever they are. that's better pausht adherence to a drug regime. better for the patient, the payers and prescribers and pharmaceutical customers andor shareholders. >> does that make the value proposition for a drug that goes off patent more valuable. umira is going to go off partnership. will that delivery twice make it off patent from abbvee more attractive as opposed to going generic. >> i can't speak on abbvee from that perspective. our delivery systems are so unique. they aren't unique just to branded drugs or generics or bio similars. anywhere they want to differentiate, the delivery system is often the difference.
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there are over 1,000 biologics coming into the pipeline. only so many disease states. when a physician writes a prescription, often times they write prescription for the one that's easyiest, safest and most convenient for the pasht to self-administer because that drives better pasht adherence and better health outcomes. >> in terms of your partnership list today, will that list be longer at the end of this year. >> already is. we've announced 20 active programs in our commercial pipeline. we've signed agreements we haven't announced yet that are on the way to being supply agreements that will generate cash. we're prolific at this stage now. having a lot of pharmaceutical companies, in many ways, negotiating against each other because they want to get positioned with our delivery systems because of the value we bring to the table.
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>> let's say a drug goes off patent. you supply the delivery system to the company that had the initial patent. will youstyle to the company that sells the generic drug? >> that will depend. that would mean the company with the branded drug would have to pay for us for exclusivity. sanofi paid $50 million for exclusivity for the prefill syringe for their blockbuster drug. last year public information shows they used about 450 million prefilled syringes. we got compensated well for that. we'll never say no to our customers. if a customer wants to sit down and comp staensate us fairly we make sure everyone gets taken care of in the process. >> alan shortall, ceo of
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unilife. >> priced at $3.75, stock has traded well since that. big short interest. that's a tell. overweight initiated today, piper jaffray with a significant move. if you want to be short this stock? no, i don't think so. you wonder, is this an acquisition target down the road? >> or whether some of the guys would want to do it in house. there's speculation. again, trading this stock is a $530 million market cap. it's a small stock. moves a lot on headlines like today. clearly the partnerships these guys have sets them apart. >> a market flash. to morgan brennan in the news room. >> check out achillion. they commenced a secondary offering after the bell today.
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ten million shares. that's about 10% of total shares outstanding. keep in mind achillion has been on a tear. that stock is up 260%. however, in the after hours today, down more than 6% because of the secondary offering. >> interesting timing. the stock soared yesterday on news of the help c news. >> and the secondary these folks did. see how it trades off the secondary. if the stock trade wells off the secondary, those are great tells 99% of the time. still ahead, the online retailer the bulls are running to in today's options action. that's right after this break.
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the real question that needs to be asked is "what is it that we can do that is impactful?" what the cloud enables is computing to empower cancer researchers. it used to take two weeks to sequence and analyze a genome; with the microsoft cloud we can analyze 100 per day. whatever i can do to help compute a cure for cancer, that's what i'd like to do.
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is it time to bid on ebay. some options traders think so. mike khouw, what do you think? >> here's an interesting statistic. 18 of the top 20 most active options in ebay today were calls. one of the ones we saw a lot of
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opening buying activity, february 56 calls. they expire a week from this coming friday. spending about 50 cents to buy those. over 7,000 trading hands. the catalyst they are looking to is the goldman sachs conference taiking place where they'll be presenting tomorrow at 8:20 in the morning pacific time. a lot of this bullish activity is linked to what they might be saying then. >> for more "options action" check out the live show 5:30 p.m. on fridays. let's get to tweets. this one for guy. why would be a good stock play in the wake of all the cyberhacks. >> this must be a new viewer. we've been talking about palo alto networks for a few years. traded up today. it's fresh on valuation. i don't think so. believe their report on march 2nd. panw gets you done. >> any hope for mattel? >> i don't think you need to
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jump in it right now. hasbro, they are just eating their lunch. wait. see what the new ceo looks like. i'd wait. >> this one for tim. what is happening with alibaba. >> and why are you so handsome. >> i'll answer the first one. i thought their numbers weren't terrible. they're not growing fast enough. valuation is very expensive. stock is now trading high 40s, multiple low 50s on 2016. make an argument around 30 times. i'm still in the stock. you have to be careful. 84 is a big level. it seems to be holding it. that's where you build a base. >> you are still in alibaba. >> i am. it's been not a good one. >> grasso, ready? with today's big market move, are you surprised at the underperformance in the russell 2000? >> no. i think the s&p is probably going to turn around.
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look at that level in the cash. 2079. that's the right shoulder. i think both of these are going to turn negative in the next couple of days, weeks. they are close enough tracking. >> leading indicator? >> steve did a -- a month or so ago went to the smart board and did a whole thing. >> i did. >> this is resistance. you were here that day. >> very supportive. >> he had a very bad experience at the smart board. >> i don't know why we had to keep going there. >> really memorable. >> recovered nicely there. >> thank you. >> wasn't my fault. >> it is about the recovery. >> cramer is going to visit with the ceo of spirit airlines. plus the ceo of alkermes ahead on jim's birthday edition of "mad money."
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happy bother day to me. i'm celebrating my 60th with an ultimate showdown between hasbro and mattel. "mad machine" is next.
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it is time for the final trade. let's go around the horn. >> i'm long gm. buy gm on this breakout. valuation, four times ebitda. a company that gets the benefit of lower oil costs, lower gas costs. gm, the light truck business is very, very strong globally. stay in this name. >> steve grasso? >> macy's is always impressive as a retail name. it doesn't really tell the clear picture of it. it looks like it's declining. looks like you don't want to touch it. it's bumping up against this 50-day moving average. i'd be a buyer of macy's. i think it's going to rally higher. >> karen? >> you know all that talk about the dog people kicked? makes you realize how valuable
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google is. >> look at the way it's traded off the announcement, pfizer. see you back here tomorrow at 5:00 eastern >> my mission is simple, to make you money. i'm here to level the playing field for all investors. there is always a bull market somewhere, and i promise to help you find it. "mad money" starts now. >> try to ring it 60 times. oh! hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to make you a little money. my job is not just to entertain you, but to educate you. so call me at 1-800-743-cnbc. or tweet me@jimcramer. now i tried to do something different today, and not just because it was my birthday. i got up at 3:30 a.m., but

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