what's the hesitation? it's just complicated. step-by-step options trading support from td ameritrade well that's all we have time for ton. thanks, guys see you back here next friday. don't go anywhere because "mad money" with jim begins next. 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 hey imcramer welcome to "mad money. welcome to cray america. other people want to make friends i'm trying to make you money process my job not just entertain but educate and teach you cale me a at 1-800-743-cnbc or tweet meet @jim cramer. if this market is still not crazy enough for you let me see you ain't seen nothing

after we got the outline of phase one trade deal china president trump has agreed to lower some of our tariffs in exchange for, it looks like, $50 billion a year in agricultural purchases. and some much firmer protections against intellectual property theft and currency manipulation. and those last two pieces, please, you've got to understand that's what the united states is fighting for that's the real meat of the deal we need -- chinese companies steal our patents and trade secrets and we need china to swear off currency manipulation. i don't know i assume the case. i think -- let me tell you i want to make this really clear. ag is not what this is about but we got to spend some time on it because it's what people are going to talk about. china has a history of not following through with its trade commitments.

and this time, we've got powerful enforcement mechanism there's still going to be a 25% tariff on $250 billion worth of chinese imports with a 7.5 levy on another 120 billion that had been cut even as this weekend's planned tariff hikes have been axed. see, if the chinese communist party breaks the deal, you should expect to see those tariffs go right back up so still for now, the deal seems to be happen when we come in on monday, all right, we are going to find out exactly who are the lucky winners from this chinese. we know china's in desperate need of pork right now their pig population's been reduced by 55% based on metric tons, not pigs themselves. by the incredibly infectious airborne african swine fever the devastation continues in their backyard farms where most of the pigs are raised and they don't have the standards that we have that can stop the illness. so the price of pork has shot through the roof in china. and they've been living off

their frozen pig repositories, which cannot last forever. it's an emergency in china and that's causing a lot of this deal that's why expect some very big hog purchases right upfront. more important, you begin to see american hog farmers building out new supply something they've been reluctant too to do in the middle of a trade war. by the way, there are many different states i know voters are concerned about this many different states that have hog farmers. they're the huge beneficiaries of what i expect to be a gigantic deal. unless china wants massive hog inflation, which we should hear about these deals very early remember, we think it's only about freedom of speech. but it started out as about food inflation. so the chinese are worried if pork prices are headed higher, u.s. investor might be thinking about buying tyson foods. that's the leading protein play that also sells chicken and beef and they will become more competitive because believe me if this deal is announced, the price of pork in our country's going to go up dramatically. we still don't have enough

details on industrials and financials but i'm sticking by my beef that the credit card companies, the large banks, the world service king pin, and some of the larger machinery plays will see a short-term boost i want -- went over all those in yesterday's show the list is still around now, how much good will truly exists between the two countries? as big-time chinese communist once said about the french revolution, too soon to tell he was hilarious but the level of genuine good will might not even matter when reports on tuesday at the close because anything's better than the purgatory these guys have been stuck in. yeah they've had a huge buildout in china and they haven't had enough commerce to show for it their future looks brighter with a preliminary trade deal but certainly, that's it i know fedex has been a serial disappointer i'm not saying the quarter will be any good at all but i'm betting it could rally if management says something even mildly positive about

trade. we also hear from cintas believe it or not, people been saying nasty thing about them. i love this uniform-rental company. they got a terrific read on the impulse of small and medium-size business they handle restroom supplies, entrance mats. all sorts of really boring things that small enterprises need to replace regularly. not that long ago, an alpha called spruce point capital published a piece making all sorts of allegations about this company. and its conduct. i -- i don't buy it. i'm expecting terrific quarter from cintas. but the emboldened short sellers could make this a real battle royale and remember i told you i said no. people -- people who think that i -- you know, now i want to go buy a tesla like this minute i appreciate that. people who hate me because i said that i like tesla, i appreciate you too speaking of small and medium -- although i want you to lose in your fantasy football league and then really get your head clocked on sunday. with

on wednesday, the payroll process serve choice for these smaller operators. they've got tremendous insight into the state of the economy. while people didn't care much for that last quarter, i told you it was a buying opportunity. right again. that sounded bad i was right on this. if paychex pulls back once again, please before the quarter, i would buy the stock has been so consistently great and the analysts really do just like it. one more i really like here. herman miller. they make those fantastic air on chairs i got one for my wedding someone gave it to me for a wedding present. with all sorts of other high-end office furniture, there is a wedding present for you. an air on chair. well, thanks, for two. the kind of stuff companies buy on a tight labor market to attract talented employees their buy herman miller chairs that's what caused the upside last time. it'll cause it again we also get results from one of the most controversial tech plays, which is micron

the commodity semi-conductor maker which doesn't think it makes commodity semi-conductors because those things are so hard to make these days listen to me the guidance is going to be different from what they say in the headline the headline's going to say blah blah blah. the guidance is what's going to move the stock everything from chinese espionage to -- both of their key products flash memory i think the company's finally coming out give it a run. this is not the ideal time to do some buying. but let's say the stock get hit monday off of the fact that hogs weren't bought or tuesday. you know what i mean if it gets hit because a program selling that's related to the trade, then you probably want to buy some micron. lately, we've been seeing some signs of life in the package goods segment. so we got a couple of reporting. general mills. you know, what took a hit the other day but it put the stock down to 3%

yield. i expect good things cereal and i think pet food, blue buffalo, the really expensive stuff. terrific snacks and beverages. coca-cola's no slouch either by the way. 3% yield will this be the quarter where they finally get their act together stock's been volatile. 3% yield tempted to buy some before the quarter and maybe after. smart, guys. and how about the restaurant business we hear from darden, the parent company of olive garden and a bunch of smaller chains. while the last quarter was good, it wasn't good enough. i found the conference call a little too existential, as in why do we even need this company given olive garden's no longer growing like it used to. then i remembered olive garden's a terrific chain that offers great value. which is why i'm betting you're going to get a good number don't forget, darden's remarkably share holder friendly i'd like to invite them on the show please because i know they like it and they watch it. and we share the -- that -- we share the neverending salad bowl

persuasion sometimes this business really as easy as it seems and that's how i feel about the stock in nike hence why it hit an all-time high today after the trade resolution with china. because nike sells a ton of shoes over there remember, footwear was going to be part of the tariffs that were supposed to then this weekend. let's hope the stock comes in before the quarter finally, the o and o and rv markets are holding up we're going to find out when we hear from carmax, the used car retailer and winnebago. wow. that thing's been amazing. carmax stocks up 50% for the year winnebago's nearly doubled with employment strong, i think they both have room to run they had been down and outers for a while. interesting list bottom line. now that they've got a phase one trade deal with china, we can go back to focusing on the earnings and you know what? i think next week, with the exception of fedex, we're going to see a lot of good ones. victor in florida. victor >> caller: how you doing, jim in long-time listener

first-time caller. miami-da miami-dade county. i got an scx fcx for you, jim. >> having this kind of bizarre interchange with my buddy and i said this is the stock that every hedge fund wants to own. that's pd and now it's pager duty so here's what i have to say i say if you buy that stock, you're in a trading wham-a-jama mode when i was in my pajamas, i used to do wham-a-jama. but not now. free port is for pikers. let's go to dustin in arizona. dusty. >> caller: good afternoon, mr. cramer how you doing? >> having a great day. how about you? >> caller: i am, as well thank you. my question. diabetes for a few months and looking at another stock it seems like tandem diabetes

started off extremely well and dropped off. last year, done pretty well but it's tailed off lately i wanted to know your thoughts are. >> look. i like the stock something's going on in that stock. it is up 3 or down 3 every day and it is nauseating, people i will only tell you that i -- i like management and i like the product. but if you want to sleep at night, you have to go with abbott labs. and if you want the juice, you go to dexcom how about adam in pennsylvania adam >> caller: hey, jim. how you doing? long time fan here. >> thank you very much thank you very much. what's up? >> caller: so with ge beating q3 estimates in both revenues and eps along with analysts just recently saying that 2020's going to be a huge year for them finally, the tide turning in the stock? >> i want to keep expectations down i will tell you i think larry's doing a great job. you do need to see some sort of boeing resolution before you get real good numbers. but anybody who buys ge here,

look, ever since larry came in, yeah i call him larry what i do? it's about friends and money whatever you want. but larry's good and larry's turning it around. and the naysayers, they're going to have to pound sand and wear bags over their heads when they go by headquarters wherever it is these days. we can finally go back after all this craziness and the pork we start focusing on earning although, remember, the deal involves hogs. okay and the need they have, the desperate need, to fight food inflation in china that no other show is talking about. "mad money" tonight with more ways fight back against amazon online went under the radar. players helping companies do just that. then what costco's conference call can tell us about the trade war and company lowered its guidance is it a red flag or is it a buy opportunity i'm talking with the ceo so stay with cramer.

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if you're selling off hard over the summer, many of the cloud based software stocks, they've started to come roaring back take ana plan that helps businesses with forecasting and financial planning something very useful in an increasingly uncertain world thanks to its recent move, plain stock is now up more than 90% for the year still down nine bucks from highs over the summer. could have more room to run. so let's take a closer look with frank, he's the chairman and ceo of anaplan welcome back to "mad money." good to see you. have a seat. frank, i saw you right on the eve of the ipo and i remember they were pricing

it around 17 bucks and i know your background and i knew the business plan and i said to myself, how do they arrive at a price of 17 with this man who is going to drive this company's growth? how did that happen? because in many ways, that's the kind of bargain that people really need to find. >> well, that was over a year ago. >> okay. >> and, you know, we had -- i thought it was a great price. >> yeah. >> for our share holders at the time, the vcs that were investing and others that were investing in the company and then also from a market perspective. you know, the best thing i felt kind of going through the whole process was you want to make sure you get the right balance the price. so you have an ability to kind of then go into a public market. show the results and see some of the improvement. i think over the past year, as you said, we've had four quarters since the ipo that we've been able to deliver consistent and growing top line and also improving on our bottom line, which is a good message. >> and this is really important, people the buildings accelerator. they were already at 46%

you hit 59%. frank, how does someone go from 46% to 59% in acceleration >> yeah. i think it's -- it's kind of the space that we're in right now. i mean, if you kind of think about the -- the backdrop, and also, you know, sas companies in total. the whole digitization is really starting to accelerate now, even -- and this is a global phenomenon. i was in japan overthe summer, too. and it was interesting to kind of see where the japanese companies are really kind of advancing their focus on digitization so i think that as a backdrop is forcing companies to take a different look at what they're doing on the planning space. >> right. >> and so, you know, with we've got a great platform that we can offer great value in a reasonable amount of time. for companies to implement anaplan and also accelerate. we're increasing the number of customers. the customers we currently have are continuing to add to the use of anaplan within their companies so that is a great to see. >> okay. so of the three i thought were

most significant, you had giant pharmaceutical company, drug development company i should call it. a huge airline and i know you knew red hat delta. >> yes yes. >> and then you also have, i thought was really interesting, was a customer in the consumer package good space now, i'm thinking all these different -- did things change enough at these different companies someone has to update the plan every day >> so, you know, i think some people feel like planning is something you do on an annual basis, which you do. >> well, i've been in a lot of lousy companies. we do. >> and then we kind of complain. >> yeah. we say, hey, what are we doing >> but i think the -- the new world and it's going to continue to change -- is real-time planning right? it's making -- you're making decisions on a daily basis and so you need information to be able to help support those decisions. and that's what we do. and we -- we try to move companies from that old, historical way of looking at planning to the new way. you know, you just mentioned cbg company.

packaging company. they're big customers of ours. cpg, retail. why? i mean, they're all dealing with the ability to kind of have online sales in 24 hours. >> right. >> i mean, my own personal example on thanksgiving morning, i put in an order with one of the large retailers here in the u.s. and i was amazed. the next morning, friday morning, it was at the doorstep. right? and that's not amazon. we know amazon can do that now, the others. so everyone's really trying to compete with that. and having insight as to what's going to be ordered, how they're going to deliver it, what's in the whole supply chain, is critical and that's why we're seeing cosmetic companies, beverage companies, spirit companies. they're all using anaplan across their supply chain which is great. >> budget to trend so to speak if they've had a couple bad four days, would their lines in anaplan show that they've got to be worried for about a potential short fall >> they can and they could also do what ifs, right we have modeling capability. so what if a different mix of

product happens like next week right in the middle of a holiday season if they had to look at some different trends after the first two weeks and had to then change that. how do they then modify their supply chain based on that new information to ensure that at the -- at the -- whether it's online or at the retail outlets, they have what they need to meet the necessary demands. >> you know, i was thinking while i was reading. unfortunately, i wish i was being facetious. i've been -- worked with many companies. and i was thinking that a way, a criteria now i should be asking people is do you do this kind of dynamic planning because if they don't, then they come to the board meeting. the boards of directors are shocked. and it's already too late. >> right and it's exactly that's exactly the problem so, you know, as you know, i spent my whole career in the planning space. >> sure. >> i've lived through different phases of this evolution you know, i'm a strong proponent now. i think over the next five years, ten years, there is going to be a dramatic shift and we're starting to see that and really what's happening in

planning and we're talking about, you know, companies that are, you know, 50 years old and older that are making that pivot and i think digitization, as i said before, is one of the key drivers. >> now, you work closely with salesforce so how would you integrate what they see their sales people doing with what the top guys do about their plan >> oh, it's perfect. >> right >> most of our customers, you know, high percent, i'm saying way over, you know, 90%, are using salesforce and they're also using anaplan our tab in salesforce because you do all your crm and then you pull anaplan to do some of your other modeling and it's very integrated which is perfect. >> i wish everyone who watches had a chance to be in business because you would know that this is a blessing to have an anaplan. and i would be able to say at a boardmeeting, guys, would you just get this thing? because you really don't have a clue about what you're doing. >> i just wish i had it five years ago, ten years ago but it's remarkable. >> anyway, this is an indispensable product that didn't exist, an indispensable

man who's been in a lot of great places the chairman and ceo of anaplan. again, always transparent. lots of great stuff. you can learn about it from the earnings call from november 21st very insightful. "mad money" is back after the break. (vo) the flock blindly falls into formation. flying south for the winter. they never stray from their predetermined path. but this season, a more thrilling journey is calling.

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and most influential content creators in the world. i know we can deliver on the full potential of this amazing new company. most bearish predictions about the trade war turned out to be wrong? the tariffs were supposed to devastate your bank account. instead, they've been mostly isolated and unimpactful the reason rather than just give you a series of lists. i'm going to tell you to go listen to the costco conference call from last night this company's in the top of its class when it comes to everything from the lowest prices to worker retention to high-quality produce private label products that are regarded as superior to most

national brands. and it just keeps delivering after delivery if you have somehow been living under a rock and you don't know costco, they're one of the largest retailers by sales they've got 100 million dues paying members my wife is an executive. and those dues keep their prices so well. but costco carries a far smaller number of items. that means costco can pick and choose if they think something's too expensive, they scale it down. or they switch to a cheaper al te terntive but not sacrificing in quality. they move a ton of volume across a relatively small number of products thanks to that scale, almost a nonissue for this company according to cfo who runs an i mazing conference call he says, quote, at the end of the day, we think we've done as good as anybody in terms of being able to mitigate the impact, end quote. i think the fact that our

quarter over quarter margins, generally speaking, in departments like hard and soft lives have been slightly up year over year. and certainly haven't done that without first and foremost being the most competitive out there end quote. in other words, they've been able to keep their margins and have prices low. that's not supposed to happen with tariffs i also got the sense every time the trump administration raised tariffs on chinese imports, costco would simply find a private label alternative from somewhere else around the globe. their kirkland brand, which i champion, is cheaper and better than what the chinese make but you know what? even if costco didn't have all this scale allowing them to mitigate the damage, it might not even matter because the american consumer is so flush, that we're seeing tons of major discretionary purchases at retail especially, electronics including full-price apples accessories. high-end gaming computers. big-screen tvs all the stuff that was going to

have big tariffs on it it this weekend ain't gonna happen costco had a major website glitch that caused them to lose some sales hence, in part why the stock pauled back today. it's easy to knock their online offerings because they're not as great as walmart or target but they're going to figure it out. what makes -- what matters to me is that costco's business model works perfectly in a trade war oh and you know where it's working best in the globe? shanghai costco recently opened a store over there and it was mobbed they had to close it was so busy how big is the shanghai opportunity? points out the average costco location serves 60 to 70,000 member households. some of their asian locations serve 100,000 or even 120,000. but at their shanghai store, it's already got more than twice those numbers. that's extraordinary at the end of the day, this company's biggest china problem is that there are 25 million people in shanghai and they only got one costco sounds to me like a terrific investment thesis for owning

costco stock for years and years to come. meme in new york meme >> caller: yes hey. boo-ya, jim. i own shares of alibaba, which i purchased back in may. so is it all about the tariffs rol roller coaster. i notice every day they go to do the tariffs. the stock goes up. the tariffs don't go through the stock goes down. what's the deal? >> i tell you, business is so strong there they had a huge singles day. with number 11 they are doing incredibly well it's the only chinese stock that you can own. it's got great financials to it. it's really well-run company so i like alibaba. norman in minnesota. norman >> caller: yes, jim. >> yes >> caller: about ten years ago, sher win williams took a big hit. you came on the air and said don't worry. the only reason it went down is because the market went down

you said buy sherwin williams so i bought it at $47 a share today, it's $575 a share have you got any other advice for me today >> well, first, i'm -- listen, now, of course the catalyst ten years ago was a lawsuit in cincinnati that they had lost about lead paint and people felt the lead paint issue was going to bankrupt. i spent a lot of time going over the legal documents and did not see -- therefore, it took off and deserved it. deserving place. then they consolidated the industry they've been able to raise price. but most important, they're just great guys and congratulations and stay long sherwin-williams. simple shw costco's model works perfectly in a trade war the irony of ironies, costco works best in china. much more on "mad money" including senteen. as elizabeth warren backs off from her most radical plans on the healthcare front, wonder how

the company's positioning itself then nearly one in four u.s. households includes someone who suffers from migraines tonight, i'm eyeing under the radar but in my head biotech player that hopes to help. and by the way, it's actually migraine we dropped the s i'm the american migraine foundation spokesperson. trust me tonight's edition of the lightning round so stay with cramer have you ever worked with dr. francis? oh yeah, he's ok. just ok? guess who just got reinstated! well, not officially. nervous? yeah. yeah me too. don't worry about it, we'll figure it out. i'll see ya in there! just ok is not ok. at&t has america's best network, now with our best plans, at our best prices, starting at $35 a line for 4 lines.

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ever since the democrats running for president started backing away from medicare for all, the health insurance stocks they've just been incredible just look at cramer fave centene. here's' the stock that serves from $41 at its lowest in early october to 61 and change this month for pulling back to 57 right now. including a 1.4% decline today why did centene get hit? the company rolled out its 2020 guidance at today's investor meeting, the earning forecast was a tiny bit light but i don't know i think it was just misunderstood. i think it can get its newfound momentum back. let's check in the chairman of centene. >> good to see you how are you? >> wonderful.

>> now, i try to tell people in the business for a long time that when you read headlines and it says so and so forecast whatever there's no way that they could have gone through all the stuff, which i then have to go do and realize, well wait a second, you've got this change with -- gives something to cvs there is a change in north carolina you give your totally transparent man. but there's no way you can do the -- that this was a shortfall. it just doesn't -- it's not apples to apples it was not a shortfall. >> the state of north carolina postponed it to be conservative, we said october. and that's -- development cost that type of thing 500 million in revenue that's beyond our control. >> right. >> all the other numbers are there. we -- on the marketplace the aca, they thought they would be -- we said we would have 150, 250 ads. our big markets are growing. >> uh-huh. >> i mean, pim study that in declining markets, the leaders gained share that's just what we're doing

doing very well. >> let's talk about you being a leader you've made a series of acquisitions and you went from being a company i think people said that's a peripheral company. you are now providing coverage to one in 15 americans but when i do my polls and i speak to a lot of people, i say well, guys, you know, how about unitedhealth how about centene? canteen? centene? when does your name catch up to your size and your growth? >> you know, that's -- we've talked about that. we're going to have to start to do some more marketing to get caught up. but the same time, the population we're dealing with knows us that's -- that's the concept we have good continuity. they stick with us the marketplace people that recommend it we just had an rfp in texas. we came in number one in every region, all 12 regions we're the highest in quality we're the highest in member provider satisfaction. so at the end of the day, you

know, we're glowing significantly. >> can you continue to grow -- you pay -- november 21 bond yield, you're paying 4.75. the notes are incredibly low but are you going to start running into anti-trust? because you have bought a lot of companies. and now we are starting to see anti-trust getting active like we haven't seen in a very long time. >> in our business, and i'm dealing with the justice department right now on a deal if you think about it, the states decide how many players they want. you know, i could sell -- i could sell and they could do an rfp tomorrow and the whole field changes. they set the rates they set the quality standards so it's not a typical to sit down and think about anti-trust issue. because tomorrow if the state says, you know, we think it's anti-competitive, they could add two more players. >> right right. >> so anti-trust is not the same in our business. >> okay. fair enough. because i know that. but cvs i thought got a gift from you guys.

but that's what you have to do to close a deal. >> i understood that because what happens in chicago, we have 800,000 lives. they wanted one more -- one more competitor in the south. and that's fine. >> all right so let's talk about the field. it looks like that somebody realized what you said would happen that you said, on air, that elizabeth warren's plan was, bless her soul, way too expensive. people -- americans actually see that that, apparently, is exactly what happened. >> i think so. and even elizabeth warren backed off and said i'm going to do it in my third and fourth year. >> which we know supposed to get it done at the beginning if it's hard. >> i think something else is very important the only way you contain cost in a single payer is withhold service. and i have to prove this and confirm it i think, for example, the country of canada has fewer mri machines than the whole city of philadelphia i pick philadelphia because i know there's an allegiance okay >> but people have to understand

that means you're not getting that mri you break an ankle, you're not getting an mri that afternoon. if it's your presumption you're fighting for that mri. >> that's right. and, you know, it's really important in europe. there are people asking us to open surgical centers in the former eastern european block. so people, if they need a knee replacement, they need something. there are some countries outside of the -- their own country -- are doing more open-heart procedures than they are in the country. you can't get 'em done. >> it's unbelievable. >> so i think americans will start to realize that. and they won't be very happy with the single payer. >> no, i totally agree just one more thing. there's a great mark expansion slide in your financial guidance you are -- there is a lot of states that are not centene states yet should i suspect that grid's -- that map's going to get filled in >> there is a few. >> like oregon perhaps ever? >> no. we're up in oregon

but, you know, people don't like when i say it. some of those states in the upper midwest that there's probably more animals than people need healthcare. >> okay. >> so what we have to do is find a way to consolidate and have one plan that covers three, four, five states. they're good states but they're kind of sparse. >> you got to find a plan that lets people know you're up there with humana and with cigna and aetna and unitedhealth because your growth's better and your stock is much cheaper. >> i couldn't agree more. >> that's what we do for a living that's the chairman ceo of sen see teen guys, i don't want to overload you. but it doesn't take long and the speech michael gave is very crystal clear "mad money" is back after the break. apps are used everywhere...

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it is time and then the lightning round is over are you ready? john in california john

>> caller: hello, jim. you know we love you out here. how are you, jim haven't talked to you in a while. >> it's been way too long, john. hope sacramento's hanging in what's going on? >> caller: all right i heard something about berkshire. i don't understand it. >> berkshire b, the stock is breaking out, my friend. why am i not pushing that stock better let's go to vincent in pennsylvania vincent. >> caller: jimbo, what's up? what do you think? >> which one >> caller: gci. >> no, i mean, it's newspapers sorry. forget it, jake. it's newspapers. parash in new jersey parash >> caller: hey, jim, how are you? i'm a long-time listener try to watch your show most of the days also, club member. >> thank you so much for being in the club. thank you. >> caller: i -- i will call you as a mr. cramer doctor

you can dissect any stock really nicely. >> i wish i could. thank you. that's very kind >> caller: my stock is industrial stock. >> you know what textron is a serial disappointer in my eyes i don't want you in this stock i'd rather see you in united technologies or honeywell. textron has let me down too many times. it's cheap but so what kevin in south carolina. kevin. >> caller: hey, jim. flexion thera flexion therapeutics. >> i got to do work. some of these biotech stocks, i got to do the work cat in california. cat. >> caller: boo-ya jim. i watch you every morning and again in the afternoon. >> wow thank you. thank you. >> caller: of course i'm looking for my retirement

account. [ inaudible ]. is it still safe to buy? >> that -- they had a quarter that was very -- that was a shortfall versus what they said they were going to do. they then -- meeting and then they lowered the guidance. and, frankly, it's in the penalty box. people know that i like deb and i think she's done a good job. but that was not good forecasting about the company by the company. and -- and so i can't in good conscious, recommend it when they seem to have lost their ability to -- to really present their own fortunes so there i am. let's go to -- hey, what am i going to do? it's not about friends davd david in new york. >> caller: i was wondering about the stock duke energy. it was going up, up. >> duke's good i mean, duke's got 4.2 duke and southern, they're okay. you know, i like aep

i like sempra by the way ladies and gentlemen, conclusion of the lightning round >> the lightning round is sponsored by td ameritrade >> it's not mad pop. it's not mad china it's "mad money. buffalo bill boo-ya. i go for it. what's up? we got a hot roll. you know what you want to own? yeah, my dog and the guys really despise me you know why you can't stay away from me. the trading apple. supposed to make a noise your smile's fine, too that's why i'm going to put it in the week it was tesla. i told her that i drove one years ago and loved it

i would have to use tape for the -- but no, you like it or no ♪ ♪ ♪ ♪

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for decades, alzheimer's disease has been the way of the biopharma industry so whenever a company seems to be making real progress, you better believe wall street takes notice exactly what happened last week when bio haven pharmaceuticals, a development stage bio tech company focused on neurological conditions their alzheimer's drug had passed a futility analysis many studied the results and it was worth continuing to invest in the darn thing. this drug only treats the symptoms of the disease, well that would be a huge step from what we have now which is like nothing. and bio haven stock has warred the past few months because of this and also because of a novel

anti-migraine formulation. we got to talk about that too. and these could be the real deals. and, therefore, the stock could have a lot of upside so let's dig deeper with the doctor, ceo of bio haven holding company to learn more about these drugs and what they mean for the future doctor, welcome to "mad money" of the how are you >> good. >> okay. so i've met with many bio and regular pharma people. and they've all said the same, which is alzheimer's is just too hard biogen just got bounced around why can biohaven even have a chance when outfits like j&j haven't had any success? >> first of all, thank you for having me. alzheimer's is a tough disease and we have to do better and we can't stop trying. so last week, you saw we had the results. very encouraging we had an independent panel of experts review the first six months of treatment of 100

patients who finished therapy. and what they told us is the study should continue. and it was only two ways we could pass that futility analysis that was if a patient showed improvement on cognition or improvement on biomarkers of alzheimer's disease. >> show you the plaque was receding in a person's head? >> it was focused on atrophy, shrinking of the brain and what we were told by this independent panel is a study should continue because we passed those endpoints. >> now, are these people early onset? are they older >> these are patients with mild to moderate alzheimer's disease. so we already know they have the illness. >> so in other words, this is still -- it's been identified that they have it. it's not something we would take and hope that we wouldn't get. >> correct that's right so clinicians are really good at identifying people who already are at that stage. it's not like the early forms where it's hard to diagnose the memory problem. >> so, doc, futility this stage how many others have gotten to

this stage and what's going wrong the other times that we don't ever see anything in the -- in the pharmacy >> well, we're focused on a new approach we're focusing on glutamate, which is a neurotransmitter in the brain tied to alzheimer's. it's a different approach. some other companies are focused on lowering am lloyd or lowering tab. we believe if you correct the glutamate problems. >> tell us what a glutamate problem is. >> glutamate is the most excitatory transmitter in the brain. when you have too much, your neurons start to die our drug just normalizes those glutamate levels and brings them down to a lower level. >> you not another one that's important. this afternoon, i have a completely raging migraine been fighting through them for many years just part of my life so i take, at the suggestion of a mutual friend of ours, dr. newman, i can only take one or two of them. they're really bad for you quite bad for you. but they allow to be able to have total concentration and be able to put the migraine aside for a little bit is your drug a possible replacement for this ancient

drug that, frankly, is a very inefficient that's being something i only need a rifle shot at. >> you're exactly right, jim we are focused on hitting the underlying target that causes migraine headaches in patients it's been 30 years since anything new in this space. >> 30 million people. >> agree and most of them aren't satisfied with their current treatments they either have bad side effects or don't respond to their treatments so we've focused on which hits a molecule in your body that causes the migraine that blocks that and the data we publish in the new england journal of medicine showed we had fast relief in patients that lasted several days. >> but not everybody i understand that it's -- it's not 100% of the people are getting a fast relief. >> no. i think it was, you know, those who respond playing role in their migraine so not everyone would, perhaps, have cgrp driving that migraine.

>> cgrp, amgen has one those are monthly -- allergen which is merging with advi has a once a day pill. but this would be different from those. would the fda say someone like me can't take it >> this is different because we're trying to destruct this place. we're the only company that has this quick dissolve, orderly dissolving tablet. where you put in your mouth. it quickly disperses and has a very quick onset of action then lasts for a couple of days. it's an oral, simple-to-use pill it's not a needle or injectable. so that's where we are going to disrupt the space little bit with this unique approach. we're the only company looking to use this pill at this dose for both acute and prevention of migraine. >> don't get me excited. you know i care so much about this disease and i don't want anyone to get their hopes up because there is 30 million surfers and the medical community has not been good until recently.

>> we think we're on to something here and we hope we can bring a better treatment to patients in the first quarter of 2020. where we expect our nda approval. >> that's huge it could be really, really big wish you the best of luck. 30 million of us wish you the best of luck and of course alzheimer's very tough. i would rather, you know, you want to keep the expectations down but the cgrp acute sounds terrific ceo of biohaven pharmaceuticals. guys, it's the real deal these are medicines you don't want to take because they create so many side effects that you have to be monitored constantly. stick with cramer. armacist-recod memory support brand. you can find it in the vitamin aisle in stores everywhere. prevagen. healthier brain. better life.

one last trade hog deal yeah they got the back seats the chinese do not have. always a bull market somewhere for you right here on "mad money. i am jim cramer and i will see you monday night, founder of a category-defining company,

spanx, sara blakely, joins the tank. these two shark women are gonna take a huge bite out of you. join me as we show the world the beauty of africa in design. so, who wants to blow this market out of the water? i like a lot of it, but not enough of it. - as a mom, it's a hit. - as a dad, it's a hit. as a future teller, it sucks. i have to call out the white elephant for me in the room. radzely: i just need that person that has been there, done that, knows how to make money. we're ready to scale. i think that it's super-cool. oh, i can't get it off, for real! - [ loud pop ] - oh! oh, my god! and that is how you do a deal.