sh may be in the works, who knows. stocks higher. tmus gets you done. >> last reminder, tomorrow at 10:00 a.m. david favor will have the exclusive, the out going ceo and jack dorsey the interim ceo of my mission is simple -- to make you money. i'm here to level the playing field for all investors. there'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. other people want to be friends. i'm just trying to help you make some money. my job is not just to entertain but to teechbd educate so call me or tweet me @jimcramer. sometimes all it takes to entice buyers is the slowing of a decline. i have been telling you i'm

concerned about -- the s&p gained. i think we are finally seeing some positive signs in this formerly hideous group. in fact the dow jones transportation index rallied 88 points or 1.05%. it's been ages since i can recall that index beating the market on a given day. tonight we are going to explain what it means to the overall market. first before we do i want to give you my take on the resignation of the ceo of twitter effective july 1. twitter has to be the best most poorly run country i know. i'm saying that a company that's this talked about that has so many people tuning in on any big event but only leaving it soon after because of mismanagement is a hidden diamond that seemeded on the verge of being seen askew bik zirconium because

of a universal acknowledge pt by everyone i know that the ceo was in over his head. i used to say the only way to get better was to call abc, anybody but costalo . the earnings would be in line with previous forecasts would buttress the case to own it while the company fixes itself up by better ease of use or for a sale. either is superior to this limbo. my charitable trust owns twitter. we are as frustrated as anyone else. now there is a chance for improvement. i fear a decline of monthly average userers, they didn't disclose that there is a chance for the company to fulfill the promise under a new ceo or a different home. you must watch david faber's interview tomorrow morning at 10:00 a.m. twitter is a fascinating

company. it is just one company. we have to think bigger than the departure of dick c. let's go back to why it matters. when you think about transports you are thinking of rails, truckers next and the airlines. after being a market leader maybe the best jenner for years peaked in march and it's been all downhill since. the decline has had a negative influence in the overall market. to one can deny the importance of shipping to the u.s. economy and the world. nothing is sold until it ships. you can argue that a decline in transports is a terrific leading indicator of what's been happen ing. less shipping means less commerce many. it's a reason why i have been worried the economy is weaker than people think. the inverse is true too. take the components one by one to explain how the subtle change could be a huge change down the road. first fed ex was added to citigroup's focus list, a

meaningful move since they report next wednesday. fed ex goosted the dividend. another positive sign. good things are happening because business is improving over seas. the u.s. has been on tirm footing for some time. europe and asia have been downerers. this is driven by the possibility of a worldwide recovery. something that dove tails with the dramatic increase in european bond yields. the economy is getting better there. and a positive for china and a fantastic rally in the japanese stock market because that economy is coming back. fabulous news for earnings worldwide. how about the rails? i've got to tell you, these have been in a huge down trend. some of it because the car go helping the numbers including fracking sand and steel called off when oil got crushed. part of it is becauseco was bad. things haven't been that hot for other cat fwoirs including lumber and freight. the chemicals which also ship in

bulk. only autos held their own. norfolk southern and union pacific are off 15% for the year. ouch. lately the declines slowed. now when stocks bottom they don't typically stop and do a u-turn. they go down quickly as they slice numbers. and down them endlessly. that's the story with the rails. to me with the last few days they act as the worst might be priced in soon. i say might soon be. they rallied nicely but the estimates are too high for companies. however, that may not be that rev la toir at this point. i like it. does it make sense for things to get better? oil stopped going down so three months from now things could get better. intermodal traffic may have been down because of the west coast pork debacle. that's gotten better. there was a recent lift in construction are. i wouldn't sell them if i owned them.

trucking is tough. i'm not seeing a huge i provement in business. if u.p.s. is better because next might be getting better i can make a judgment that trucking might be better which brings me to the airlines. the unmitigated disaster of the group. the group that has me moster worried in this market. american down the 25.7. delta 17. spirit, down 17. these are rid usehideous losses in a benign stock market. the airline stocks are piñatas for the analysts who downgrade them and cut numbers. they should. it was horrible. however at this point is there anyone who doesn't know? in the last few days while the airlines haven't stopped going lower the velocity is less ferocious. that's a sign that while it may be too early to buy the airlines because number cutting to do we may reach the point where i'm telling you don't sell them. i will say with the huge declines it's possible when the

airlines report in the last weeks of july the stocks could go higher when they report bad numbers. what could be going right? say the dollar peaked. tourism could be back. oil might go higherer. u.s. oil production comes on soon. hence the rails might be getting jiggy pushing down crude. when you put it together i reached the floing positive bottom line. free fall feels over. the group is basic. the global i economy could be getting better. that portends good new it is way the decline was an harbinger of bad news for industrials. in short this is very happy action for the bulls. john in new york. john. >> caller: jim, i'm 66 and retired. 20% of americans are retired and looking for safe reliable income. i bought s.o. 42 of the # 53. pays quarterly dividend of 54

cents, 5% yield. with interest rates expected to rise prices to go down. considering the stock is already down 20% there appears to be more upside potential than down side risk. am i inclined to buy more even with interest rates rising? your thoughts. >> you're right. southern is good. you're dead right. don't buyer more until the first rate hike. then what happens is there is a quick dip and that's the next buy point. you bought all you need before we get to a fed rate hike. the transports are making a u-turn. they are no longerer on the huge quick decline. they are sloping. that heens s means things could be getting better. today i will see if it's the real deal. my exclusive with the with ceo. and health care is one of the hottest corners of the market. don't miss my take. plus my exclusive with the head of isis pharma.

are fresh off great news for a game changing drug. stick with cramer. >> 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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well what the heck are we to make of this axovant sciences the deal some call the biggest many this biotech ever. i'm a big fan of some of the smaller development stage biotechs. they can be risky. receptos is up. but after this becoming public this morning it is trading under 30. we want to make sure things aren't ahead of themselves. we have to see. you know i don't like it too

hot. it has one drug in the pipeline. rbt-101, an orally administered ed getting burned by potential alzheimer's drugs that never made it to market. gla xo sold it up front. you have to wonder if it's worth $2.87 billion. then again as we said on many occasions you can truly mitt it big in biotech with the right new drug.

let's take a closer look with the ceo learning more more about his company. welcome to "mad money." good to see you, sir. >> good to see you. >> i met you before. i know you're a summa cum laude graduate. congratulations. >> good to be back . >> tell me why glaxo wrote the drug off and you have hope for it. >> i can't speak for other companies. i can tell you rbt-101 is a unique drug we think could help millions of patients with alzheimer's. our focus is on the treatment of alzheimer's dementia and other forms of dementia. we have put together what i view as a topnotch team in the industry. >> okay. >> actually led our due diligence on this asset and will lead the development program going forward. on our board of directors is the former head of neurosciences that led the development of the

drug who sits on the board now. those individuals are as excited as we are. >> what we have seen so far, we know as i said there are a bunch of companies that the have gone to phase two. we get excited but it doesn't work out. >> absolutely. >> why are you ahead of other companies that have never brought it to market. >> great question. the thing to remember is we don't fully understand the way the underlying disease works. not just us but the field more generally. with rbvt-101 it works through the release of acetyl choline. the way the drug works is demonstrated in clinical trials n. a large phase two b study with 684 patients multinational, double blind, placebo controlled study. on the prespecified analysis not a reel analysis or subgroup

analysis on prespecified analysis the drug demonstrated statistically significant improve mentes in cognition and function out to 24 weeks in a way that was maintained out to a full year in time. that's what we think makes this an exciting opportunity. in addition to the safety and toll rablt profile. you take one pill once a day. we are excited about the development going forward. >> we have to be skept ka. you were a former hedge fund manager. i would be nervous when i would see a stock as hot as this one. i don't believe you have anything else right now in the pipeline. if you were a hedge fund manager when you got shares in this stock and you had seen it would you have rung the register today? >> i can't comment exactly on my investor because i'm thinking of it as the developer. >> i don't want to put you on the spot. but if i were a hedge fund manager i would say, geez

that's a home run. >> let me speak directly to it then. i think the potential opportunity here is tremendous for delivering value to patients. there is over 5 million patients who suffer from alzheimer's disease in this country alone. if you think about it we own global rights to the a drug that's already demonstrated in a large study ef if a ka si ton two parameters the fda requires for new alzheimer's disease drugs. we believe we are only one additional phase three study away from the approval of the drug on a global basis. >> what has been the course that the fda wants for phase three? six months a year two? what have you seen? >> yes absolutely. >> it take as long time. >> history ically actually all of the currently approved drugs for alzheimer's disease were approved on the basis of 24 to 28-week data. that's what we think is the consistent requirement going forward. our planned trial we intend to

start in the fourth quarter will be approximately six months in duration. based on the phase 2 b data which was already showed efficacy on cognition and function we think could have a meaningful opportunity in phase 3 study. >> there was something different when i went through the s-1. two hedge funds had a shorter lock-up time. is there a way to the change it so they have the same time as everybody ? >> let's speak to something. that's a great point. the two investors that indicated an indication of interest on the cover were not insiders that is to say existing investors. they are new investors who agreed to a restriction above and beyond what other investors agreed to. >> i'm glad you cleared it up. when i see a red hot stock i don't want to get people hurt. >> absolutely. >> you have one drug. even hopes it works. >> you're asking the right questions. >> fair enough. we'll be floing ingfollowing the situation and i hope the drug works.

>> we're looking forward to it. >> everybody want it is drug to work. the president and ceo of the biggest biotech offering of the year. that's axova thisnt sciences. do your homework. go through the documents. "mad money" is back after the break.

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all week i have been telling

you that you need to prepare your portfolio for an economy that's still on fragile footing either because the fed tightens in the near future and you know they want to or our economy is too soft -- either way you need to own the secular growth stocks i talk about. ones that can thrive during a slow down because they have such consistent earnings which is what you know portfolio managers crave. that's why i keep focused on the health care costs plays. specifically the dozen names that make up my health care hot list. we covered the drugstore chains like cvs, walgreens and rite-aid. nice upgrade on rite-aid today. i have told you about two of the major wholesale drug distributor tors. i think this group is in the sweet spot. tonight i want to highlight the third member of the north american drug whole sailsale

triumverate. it is half the size of kessen. but the company packs a punch. thanks to partnerships with the likes of walgreens, the number one pharmacy chain and express scripps. thanks to a recent acquisition it differentiated itself from the group by moving into the veterinary market which i have been talking positively about. i told you mckessen is the largest drug wholesaler in north america but since the deal with walgreens amerisourcebergen is the biggest in the united states with 33% market share. much more than cardinal at 17. abc's core drug distribution business has seen growth thanks to partnerships with express scripps signed in 2012 and 13. when it comes to walgreens there is a ten-year distribution contract that gives them responsibility providing branded

generic and specialty drugs to all 8,000 walgreens stores in the u.s. along with the mail order and specialty pharmacies. the deal increased the scale of the network. as i have said the drug distribution business is all about scale. the more volume you're buying scale, the bigger the discounts, the advantage of scale that you can negotiate with the pharmaceutical companies that make drugs. there is still more than eight years left in the distribution deal with walgreen which carries higher margins than the rest of the business. abc stole the business from cardinal in part because cardinal only makes bulk deliveries. they are willing to deliver drugs directly to the stores on a daebs. ever since walgreens acquired alliance booth s this partnership is sweeter. they now have access to walgreens boots alliance development which is the largest

global buyer of pharmaceuticals. they can purchase drugs for low prices for the customer base. as part of the partnership, walgreens which owns 5% of abc has the right to purchase up to 23% of the company. remember, i like the few walgreens booths alliances enough to own it for my karatable trust. it wouldn't shock me if they decided to the acquire amerisourcebergen to getter more exposure to the wholesale drug distribution business. abc has a contract with express scripps. remember, these exist to help insurance providers save money on prescription drugs so the partnership is a big deal. unfortunately that one expires in september although there is an option to extend. management indicated puchle wall interest to extend the contract and perhaps hammer out a longer term agreement. my charitable trust at action

owners plus.com owns express scripts. i love the whole sector. we may have to talk about hmos. it's valuable on its own. amerisourcebergen has a nice specialty pharma biz, drugs which treat chronic life threatening conditions and consulting and courier services to drug manufacturerers. it may be smaller but they have a terrific long term track record. they like to find particular niche areas and dominate them. take oncology. abc controls roughly 50% of the market supplying cancer drugs to doctor offices and other settings. the anti-cancer drugs carry gigantic price tags which is why oncology is the highest dollar spent of any category in health care . amerisourcebergen also supplies

specialty pharmaceuticals. overall specialty pharma should account for 18% of the company sales and true to fork abc has 55 to 60% of the market in certain categories. then there is the bio similar business. they are basically the biotech versions of general rick drugs. less costly imitations of highly expensive drugs used to treat everything from cancer to arthritis, diabetes and anemia. they have been will blowing up in europe. even as the fda has started to slowly approve in the u.s. i think amerisourcebergen is in a terrific position to capitalize on the growth of business by distributing muly legal bio sims in america. a lot of people on twitter said how do you play bio similars? i'm thinking abc may be the safest way to play the bio similar trade. at the end of the day with a separates amerisourcebergen from competitors for starters it has

expertise thanks to the acquisition of world courier group. this is something that helped them snag the big walgreens contract. they have also mastered the specialty pharma distribution business. amerisourcebergen made an acquisition of veterinary supply which supplies livestock and veterinary in the uk and usa. it marks their first foray in the animal health market. it helps diversify the customer base. apc has a vast distribution network. i don't see a reason they shouldn't use it for animal health and human health. the nwi deal represents $3 billion in inkre mental annual revenue and should boost earnings per share by eight cent this is year though they have been contributing only to two full quarters. amerisourcebergen reported at the end of april.

it delivered a monster earnings as earnings per share increased 30% year over year. abc's pharma distribution business was up 14%. generic sales increased 50%. specialty pharma 25%. management announced a $1 million buy back. i don't think it is an auto buy back given that from 2010 to 2014 they repurchased more than $3.7 billion worth of stock. on top of that management might do strategic m & a to boost growth. this is a company willing to get to work for you to get its share price higherer. the stock is up 22%. gained 54% over the last 12 months. er more than doubled in the last two years but abc stock is down since the latest quarter. i think the stock is a steal. even after the rally today. sure it is more ex pen si but given the dom fans in the u.s. and skill with making partnerships it's worth the premium. bottom loin. you know i like the entire

wholesale drug distribution complex. these companies are all terrific health care cost containment plays. i would buy any of their stocks. if you want a drug distributor differentiated from the pack take a page from the storied group the jackson 5. because it is indeed as easy as abc, amerisourcebergen. james in connecticut. >> my question is about diplomat pharmacy. about nine months ago i they ipo'd around 15 or #17. they have been steadily going up. you last are indicated it was too speculative, too little information about it at this point. dplo. i wondered what's going on because it just continues to go on. >> it does. people love companies that cater to specialty pharma for certain diseases. i have been going more broad. i have been going toward cardinal and amerisource and

mckessen because i want security for people who watch "mad money." this is a one play situation. it's got a 3.3% peg meaning i use a lot of reasonable growthal ses. i think this one is too expensive. you're right. it's been working. no doubt about it. now is the time to prepare your portfolioer for an economy i think is on fragile footing or will be because of the fed. that's why i give you the list. today's addition jackson 5 style, abc, which is a buy right here. much more "mad money" ahead. including my exclusive with isis pharma which saw a nice bump on news from potential block buster drug for a tragic disease. and think the whole health care cohort is out of control? don't take your foot off the gas until you get my take. plus it's the lightning round on cramerer's "mad money." stick with "mad money."

the entire biotech cohort is flying today. in addition to a very hot ipo, maybe too hot we have positive

news from one of my favorite junior biotech companies isis pharma. before i get into the weeds let me remind you about tech land. after speeding along for months this group got slammed into a retaining wall in march and over heated. we got hit with a hideous sell-off because they have gone out of favor with the wall street fashion show. the biotechs bottomed and have been churning their way higher. in short biotech is back. we hope not too the back. the upside from isis pharma could be good. i have been recommending it for two and a half years because of technology that allows them to change rna in your cells to fix problems caused by genetic abnormalities giving them one of the best pipelines in business. last time we spoke was inner may. we learneded the company had licensed its anticoagulant drug which stops blood clots from forming without causing excess bleeding. since then the stock rallied

14%. today we got terrific data on one of the pipeline drugs i love so much. a treatment for spinal muscular atrophy which is the leading cause of infantile death worldwide. these phase two results show the compound is saving babies lives and increasing muscle nungs. this is one of many impressive prospects. isis has a drug in phase three for a rare and often fatal genetic disease along with a phase two treatment for high triglyceride levels diabetes at an early stage cancer treatment. now let's check in with dr. stanley crooke of isis pharmaceuticals to hear about the data and where the company is head. . dr. crooke thanks for coming back to "mad money." >> thank you for having me. >> i want you to explain the impact of this line from the conference call. here's what the infants have achieved as of april 17 2015. as you can see they can hold their head up normally with additional number of infants who

can han tan control are with some wobbling. how different is that than before the formulation. >> well spinal atrophy type one is fatal. typically natural history studies and contemptorary natural history studies are solid and suggest that the babies require mechanical ventilation for them to breathe within six to ten months of their birth tragically. the reason it happen s is they don't form normal junctions between their muscles and nerves. as a consequence their muscles become weaker and weakerer. they are known as floppy babies because most of the time they can't move muscles. many of the babies enter the trial and can't even move a toe or move a finger. so when -- certainly the data

suggests we may be doing that and make the muscles stronger. they are able to do things that sma babies haven't been able to do before like rolling over. like sitting up. like moving their hands and grasping things. these are fundamental changes in performance of these infants that suggest that there is a substantial drug effect. >> one thing i i'm trying to understand is that you are very cautious person and a cautious company. several times in the conference call you used the following phrase which is i want to remind you these data come from an uncontrolled label, open label study. does that mean what you are saying is the fda may be reluctant to say tomorrow we are going to approve this? >> well i would rather focus on what i'm reluctant to say. >> okay. >> i don't think we have proven benefit. when we began the trial, it was

primarily a safety trial. our hope was we would see signs of benefit, maybe stabilization of the disease. obviously we have seen a great dealer more than that. we have seen evidence of prolonged you are survival. we have seen improved muscle function score s us using a measure called chop and tent. 17 point increase as a mean in the 12 milligram group now. we have seen babies able to do things that sma babies typically can't do pt however it is not placebo controlled. we have the benefit of a recent contemporaneous natural history study perform ed by many of the physicians that are in our phase two trial. so we haven't proven anything yet. what we have is tremendous encouragement that the phase three trials that will define the value of smnrx have a real opportunity to be positive and to make fundamental changes in

the course of the disease and that's something that we all desperately want to see happen. >> again you say -- since the last analysis. would you have expected in the placebo there would have been deaths by tow is it is it. >> very much so. the natural history studies show that some 50% of the babies will be dead or require mechanical ventilation somewhere between age six months and ten months of age. our infants are older than that. the longest term treatment is the infants are 27 old. -- months old. we had a very bad cold can and flu season. these infants can't use their respiratory muscles, don't move air. as a consequence they are prone to viral infections in the cold and flu season.

to have made it through this difficult cold and flu season with these infants doing as well as they have is a source of tremendous encouragement to us. >> i have to tell you if i were a parent of a child who had this, i would be begging you right now to say listen please. it's really not up to you. it's up to the fda. they have standards and procedures and you're a rules player when it cops to these medicines. right? >> we haven't proven anything yet. we've got to focus our energy on getting the phrase three studies done as rapidly as possible so we can make this medicine available as broadly as pob. once we have definitively shown that the benefit that we think we are seeing we hope we are seeing is actually true and proven. only the parents could care more about bringing this drugger forward than we do. >> okay. >> i want to thank you, dr.

crooke. founder, chairman and ceo of isis pharmaceuticals with this hopeful news. good to see you, sir. >> thank you very much for having me. >> this is what we want to talk about. you don't want to get too excited about biotech but you have to understand and appreciate exactly what stanley crooke had to stay. after the break we'll try to make you more money. ♪ ♪ hp instant ink can save you up to 50% on ink delivered to your door so print all you want and never run out. plans start at $2.99 a month. right now, buy an eligible printer and get three months of free ink with hp instant ink. available at participating retailers. the most affordable way to print. hp instant ink.

it's the lightning round! >> buy, buy, buy! [ indiscernible ] charles charles. >> caller: just got back into the stock market. i appreciate your help. i'm halfway through your book. >> excellent. how can i help? >> caller: my question is on medtronics. >> terrific are. i love the inversion, the acquisitions. it should be bought.

right call. richard in oklahoma. [ audio breaking up ] >> i think that's a garbled boo-yah. >> caller: shout out to my friend bill for -- >> of course. >> caller: yesterday's segment, i loved it. >> thank you. pcp midstream partners. the yield tells me something may not be that great. i want a high yielder. >> caller: hi, jim. enjoying your show. are c.o.p. >> it is time to start a position because it yields 4.5%. that's worked for us today and will work again. buy half now. half at 5.5%. bart in new hampshire.

>> caller: b-b-boo-yah. >> bring it on. >> caller: this is bart from the best state, new hampshire. my question is six months ago before christmas you suggested navigator was doing pretty good. what's happening there. >> he told a pretty good story. obviously i was too bullish on it. the stock is getting hammered. the business is in the right place. but oil and gas collapsed. what can you say. i think it's good. i'm sticking my neck out there. james in new york. >> caller: boo-yah, jim. >> boo-yah. >> caller: i had a question about go pro. i came in at 49 a share. i'm wondering if i should sell or hold on. >> i think it's okay. there is a lot of controversy about the nexten iterations. ann barrell coming in. but there is more. soon to be a cold stock. i talked about it today.

i do like it. mark in minnesota. >> caller: boo-yah, jim. from woodbury minnesota. >> all right. >> caller: i love the new jaguar and range rover design but the shares have dropped from $51 to $34. do i buy seller or hold? >> it's not for me. bob in new york. >> caller: jim, just have to tell you you have a great professional staff. >> i have an unbelievable staff that makes me look good every day. the pup people really make me look good every day. what's going on? >> caller: can moody's continue? >> yes. moody's is in the sweet spot. a lot of us are matd at them. i like msci too. i will do something on that later. that's the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade. and apparently, they also love stickers. what's up with these things, victor? we decided to give ourselves stickers for each feature we release. we read

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got crazy in the biotech world today. we have to talk about it. it's not insanity. that's what i want to say. i'm talking about the biotech moves we are seeing late but today's move if the newly public axovant was over exuberant and it as me concerned short term that things are out of control in the group. still, away from the over heated ipo the overall moves, i'm saying they are not ludicrous. not crazy.

for whatever reason the older line pharmaceutical companies seem incapable of developing huge new drugs while younger companies do it as a matter of course. many can't do it. seem like they can but but few do. you may believe r are egene ron had a bad discussion about the new anti-cholesterol formulation and that's why the stock is down from 540 to around 500 over the past week. it fell fast. but the fact is there is a tremendous chance that the drug will end up being worth multiple billions of dollars. the test results prove conclusively that the alternative approach they are trying could be a terrific way to augment current statins so they work better. not to mention helping people who can't take these at all like me. we are allergic to them. we want to get our cholesterol lower. yes, there were people on the panel who correctly questioned how broadly the drug should be

taken. they don't want it taken by everybody. it was approved by a 13-3 vote. there is little to know doubt this drug could hit the market shortly after overall fda approval. sure there is a competitive product head by amgen. let's not miss the forest for the trees here. pfizer had the best selling statin of all time lipitor, but they didn't come up with the alternative. america merck invented the class. it's little r are egene are ron in the lead. you know the biotech rally while getting too hot at certain times does overall make sense. how about gilead? remember when it did nothing for months as people looked at whether they would squeak the margins because it was charging the too much for the hepatitis c cure? i emphasize cure. do you notice in the last month and a half gilead went from 100

to 119 in part because the hep-c is too god food for companies not to offer and it is stock piling for a transformative acquisition or should i say another one? in reel al ti the reason why they are in a position for a big deal, why it has the cash is it was willing to fork up $11 billion for a money losing company called pharmaset which the scientists gauged had a winner in the help tights c platform. gilead paid 89% premium for pharmaset. they knew there was no thinking about playing a role in it. gilead will only take a 9% hit to its own stock on the news. another thinger very few big pharmaceuticals would be willing to do. normally willing to do because soon to be lost revenues from another was willing to pay $2 is billion for pharma cyclics

knocking the stock back. it's since are recovers and exceeds what it was now. investors are understanding far ma cyclics but most people never heard of it until a year before the bid. this is the same reason why receptos is up. 24/7 te va as tra zeneca wants it. they have a drug that could work against m.s. and crohn's disease. maybe even more for a company you could acquire for, say, $8 billion which might be enough to snag the $6 billion after this run. i feel the same way about radius health, bone density and migraines. given the paucity of new drugs they are inventing i wonder how they can stay public long enough to develop what could be the next farpharma set. these moves are not insane.

they are the definition of sanity. that's why i'm featuring and recommending them repeatedly though we got over heated today. they are the answer for the steal old pharmaceutical companies with good balance sheets but little to no growth and seemingly fallow research labs. these biotechs or at least one should be the answer to usual caveats, speculative, over heated but really good to own this the portfolio. stick with cramer.

you probably know xerox as the company that's all about printing. but did you know we also support hospitals using electronic health records for more than 30 million patients? or that our software helps over 20 million smartphone users remotely configure e-mail every month? or how about processing nearly $5 billion in electronic toll payments a year? in fact, today's xerox is working in surprising ways to help companies simplify the way work gets done and life gets lived. with xerox, you're ready for real business.

today we had pretty much an historic biotech offering. axovant. i caution you i don't like it when things are this hot. doesn't matter if i think it's the greatest stock in the world with. it's too hot for me. i respect the biotech industry. i told you why i like it. i want to be a little bit cautious here. i think that's the right way to be. it's a one-drug story. i like many shots on goal. now let's the talk about twitter. yes, twitter is not up that much. why we still know the fundamentals are challenged here. i think the right ceo can fix it. but you've got to think more long term. that's the only way to think about twitter. right now it ain't. i like to say there is always a bull market somewhere. i promise to find it for you right here on "mad money." i'm jim cramer and i will see you tomorrow.

lemonis: tonight on "the profit"... -that was pretty good. -mike: [ laughs ] lemonis: ...a custom drum company can't find the rhythm to meet supply and demand. mike: our turnaround time is six to seven months. -lemonis: six to seven months? -mike: yeah. that's created a backlog of unpaid bills and serious cash-flow problems. chris: we don't have enough money to cover payroll for next week. lemonis: i mean, you're kind of closed. chris: yeah. lemonis: the owner and his right-hand man are out of sync. louie: the lack of communication, i think between chris and mike it's like -- it's just...exactly. lemonis: and the two brothers who started this business have split up... scott: what did i ever do to you? mike: i really don't want to get into all that. lemonis: ...causing a whole nother layer of crippling issues. if they can't fix their process and their relationship... mike: fixing the business and this [bleep] is hard enough. lemonis: ...they'll be forced to close their doors forever. mike: i can't take this.