i'm restricted in it, can't talk about it >> that's why i asked you about bristol-myers.two, scott. come on, i'm listening to you. >> i said why are you in bristol-myers instead of j&j i teed you up perfectly and you hit rewind >> i want my pharma exposure >> get with the program. >> calm down, josh you have time to speak, plenty of it. >> go ahead. >> bristol-myers is a cheap way to be in pharmaceuticals the democrats are not even remotely targeting pharmaceuticals the way they were a couple of months ago. that's the space i want to be in bristol-myers is my play >> thank you very much, farmer jim. unusual activity, doc. what do you got? >> let's kick it off with draftkings, scott, because the 5th of november expiration, 8,500 of the 52 calls go off, but a lower strike but those are the unusual activity apple, 46,000 of the 149 calls hit and, bang, like that, they've been buying all the way up to the 150s today, scott. obviously earnings play is coming into this lastly, netflix, which is tonight, netflix very strong activity but $18 billion surge in market cap over the p

bristol-myers out, lily in >> bristol-myers, is a relatively new position. >> yeah. relatively new position. it's down big today on a phase two drug that did not meet expectation, but the reason i'm in it newly near these levels is because i think their pipeline is way undervalued and that's why it's underperformed and it's a very cheap stock with a nice dividend i think when the pipeline disappoints is exactly when you want to get in a stock like this >> you can hit the qr code rid there and go to cnbc.com/investment club this thing dropped within the last 30 minutes or so, up-to-date actionable information from jim cramer as part of our investment club. pete has unusual activity and plus there is a bullish call today on one stock that the aforementioned jim cramer says neuld be a big o the committee could debate that name and we have others, as well we are back in two minutes what happens when we welcome change? we can transform our workforce overnight ♪ ♪ make new discoveries, but get there faster, with better outcomes. with app, cloud and anywhere workspace solut

that gets to the asim trias well -- asim tri as well the threat from bristol myers, update on the pipelineuld repurchase shares and show people they believe in what they are doing there are lots of ways to move this up, but in terms of our trade it's muddling in the middle >>> up next soul searching on the trade from last week we will be back in two this is the kind of card that has america talking. with it, people with medicare are getting all in one coverage for their doctor visits, hospital care, prescription drugs, and more. this kind of insurance, called medicare part c, may also cover dental care, eyeglasses, hearing aids, fitness programs, vitamins, even healthy meals and rides to the doctor. with this kind of coverage, you do not need a medicare supplement insurance plan. you will access your benefits through your medicare part c plan for one low and oftentimes $0 monthly plan premium. you deserve to get the most from your medicare benefits. call now for free information that may help you get more coverage for less money. there is no obligation to enroll, whether for yourself or so

that gets to the asymmetry as well the threat from bristol myers, update on the pipeline maybe they wouldares and show people they believe in what they are doing there are lots of ways to move this up, but in terms of our trade it's muddling in the middle >>> up next soul searching on the trade from last week we will be back in two live from the nasdaq marketplace in times square. hey i'm joe montana. when you get to be our age, you have little patience for nonsense and inefficiency. so when i qualified for medicare, i got wellcare. they're pros at putting everything together to make things easier. their plans include things like prescription drug coverage dental, vision, and hearing coverage. it just makes sense. do you want a medicare advantage plan that just makes sense? then be like joe montana and go with wellcare. call for a free wellcare guide today. there's software. and then there's industrial grade software, forged from decades of industrial experience and insights. meet honeywell forge. analytical software that connects assets and people to deliver a cybersecure record of your

selling out of bristol myers say you you can't capture the energy with what he said bristol myers. >>ould do it. >> should i do it? >> just do it. >> i can't would sound like i'm trying to make fun and not bristol myers. >> see good job >> cramer said he is buying eli lilly calling in the best of breed in pharma right now. the stock prices moves to learn more about the stock picks and to sign up for the outstanding news letter go online or point the phone at the qr code. >> hard not to do the cramerisms >> hope he enjoyed it. >>> there's concern about the flu season and a trin demonstratic with covid. meg tirrell has that story hi, meg. >> hey we were warned about this last year and that twindemic did not materialize but this year because we are backing often on masking and social distancing and schools back in session we are warped that this could be a severe flu season and not just because of those reasons but didn't have flu last year health officials warn we have less population immunity and it could be more severe coming back they also warn that we have seen a return of other res

pipeline updates, the notes on physician feedback, updates on imnolg franchise, the threats from bristol-myersipeline the allocation, maybe they can repurchase some shares, show people what they're doing. there are lots of ways to move this up, but in terms of our trade it's muddling in the middle we just need fundamentals to work for it. >>> up next soul searching on the google trade from last two we'll be back in two live in the market square in times square. at carvana, we treat every customer like we would treat our own moms, with care and respect. to us, the little things are the big things. which is why we do everything in our power to make buying a car an unforgettable experience. happy birthday. thank you. we treat every customer like we would treat our own moms. because that's what they deserve. i'm searching for info on options trading, and look, it feels like i'm just wasting time. that's why td ameritrade designed a first-of-its-kind, personalized education center. oh. their award-winning content is tailored to fit your investing goals and interests. and it learns with you, so as y

, upping the target by about $3 mostly on covid vaccine and treatment sales and lowering their bristol myerskey drug pfizer and merck in the green this year. a rougher slog for bristol, which is down. >> we lowered our exposure to the traditional pharmas. happily we exited amgen a while back we've been redemploying in cvs and the pricing increases they put forward were just 10% so i think there's better places to be manyin this market >> it's lowest level since early 2020 so even as the number of people have been coming on air and talking about how healthcare is the place to be for stagflation or different reasons it's undervalued we talked about biotechs have been a rough trade do you think pfizer and merck kind of are the obvious candidates for outperformance? >> there's a lot of questions there, kelly let me see so i think pfizer and merck, i think are, we're not on the timeline for pharmaceuticals we think pharmaceuticals with the new rna platform in terms of vaccine development is going to be a great area. that's something you didn't mention, but i think that's a big reason you buy thes

top donors included gilead, $2900 came from the eli lil y ceo, the chair and ceo of bristol-myers.here you have it. it is a very banal and depressing point, but it's true that money almost always wins out in washington. part of this might also be the probleof the fact thabiden split these two bills in part and slow down the momentum of his presidency by trying to get this bipartisan by hi which i think was largely pointless. this has allowed business groups to favor the much smalr bipartisan infrastructure bill opposed to the $3.5 trillion one largely because of the tax increases. perhaps having them together would have neutralized some of that opposition, i don't know. i think because they are split, because my have gone by with nothing happening, it has allowed people like sinema to become a little more brave in their opposition, and at e same time allowed lobbyists and donors to come in and wedge themselves in and pry these two particularly vulnerable democratic senatorspart from the rest of the caucus. it is an unfortunate situation. amy: speaking about this issue of the person

as a result, you got companies we own bristol myers, pfizer, despite all the great announcement and workn vaccine they're still 20% off when they were in june. great dividends. having said that we like the reopening trade. take energy, for example, the lowest pes in the market, the greatest earnings growth over the next five quarters and of course they're very underowned. >> we all know all the issues and all the problems, i want to ask, when does the market stop spinning its wheels? nelson, is there a place, number on the chart, is there a breakout point? what do you need to see okay, this period is over, time to get more aggressive? >> we have to get on the other side of some of these major issues right now. washington really needs to get their act together. we're all focused on a infrastructure package. we have no idea what that looks like. we have no idea what the taxes look like on the other side of that. we're about to pass massive legislation that could affect generations. few in congress have ever read that. when we get on other side of issues, investors will know what to do. cha

summit park the world's most aggressive attempt yet to stop opportunistic companies like apple and bristol-myers squibb from sheltering profits in so-called tax savings, where tax rates are low and corporations often maintain little physical presence beyond official headquarters. it is a deal years in the making him a push over the line by the sustained efforts of mr. biden's treasury department, even as the president's plans to raise taxes in the united states for new social policy and climate change programs have fallen short of his promises. the revenue expected from the international pact is now critical to mr. biden's domestic agenda, and unexcited outcome for president who has presented himself more as a dealmaker at home rather than abroad. let's hear from robin on the independent line from charlotte, north carolina. caller: thank you for having me. i am robin, 23, out of charlotte, north america. i believe america is not back. if anything, we are regressing at a faster rate. when trump was in office, the focus was on schools, religious institutions, the rebuilding of american infrastruct