, from your team. >> celgene, all right. >> celgene, it's unfortunate the stock has had a monster rally incredible company, the management is terrific, and they have a biotech beta with a big pharmabalance sheet. so i mean, i've loved this stock for a long time, i'll continue to love it. i wish we didn't have the rally we've seen, but i think the stock will continue to go higher. >> silence? >> anyone beg to differ? >> i think everything that you've said is right. it's a great company, we've been long it, and i don't think that there's anything negative you could say about it, other than the fact that it has had a huge run and we have 12 months to go, and it's almost never happened that the big winner of one year is the winner of the next year sector wise. it's really going to be tough to see another huge return. that's the only negative i would say. >> the only thing i'll say is, next year, someone in the team has to be able to spell one product the company produces. >> revlamid. >> it's a terrific situation. i do worry that it's a double. it's double, but that was because people misin

celgene should be trading at a premium and not a discount.like the yields so much they're blinded by the brist bristol-myers light. tenet health. saw a lot of the hmos exploit it after the bell because it looked like the government gave them a little medicare managed play. the affordable care act is going to be heavily favoring hospitals, though. and i expect as we get closer to 2014 this stock's going to keep moving higher since it's still nowhere near where it traded at the end of the last decade. tenet's not a favorite of mine but the hospital and hospital-related stocks do continue to soar. two of the remaining stocks in the top ten, marathon petroleum and avon products might have a tough time repeating their performance but neither's expensive. marathon's problems might be a reduction in its source of cheap crude as rail and pipelines alleviate the glut of petroleum in the midwest and suddenly you're taking the crude to where it's needed. where the producers can make a bigger profit, namely the gulf coast. it's not bad, though. avon's a

celgene up 50% this year. biogen idec, gilead. how can you leave those out? by the way, just an fyi. we have definitely reached the don't do it at home stage. now, no -- here, here's what happened today. i mean, wait a second. i don't like this unnatural ingredient in the drink. anyway. what happened today? okay. for some the punch had been getting stale. tiresome. day after day tossing in the same ingredients, same foods, same drugs. today we got a new taste added to the mix. yeah, the health care cost containment stocks, also known as hmos. oh, boy, medicare issued rules recently that amounted to what was a stamp tax. not unlike the whiskey tax that the brits put on the colonies to finance the french and indian war. last night, the u.s. government repealed this whiskey tax and

celgene up another 75 cents today. but bio generallying 5.42 and regeneron $6.49 in today's session. regeneron lagged the rest of these stocks. this week we're looking at the small and mid cap biotechs. the ones that have the products in the pipelines to grow into larger ones. these are higher risk plays. but when you catch a small capitalization stock that becomes a mill one, come on, man, that's about making a killing! the upside potential, i'm calling it enormous. that's why tonight i'm not going to give you one, not two, but three smaller to large biotech opportunities you know we like. vertex phrma, certify relationship at that therapeutics and these companies are orphan plays. like the two drug companies i gave you yesterday. look, we adore orphans here on "mad money." remember, orphan drugs, they treat ultra-rare diseases and governments all over the world give these drugs all kinds of special treatment in order to encourage their development. and once these companies get on an orphan drug on the market, they ca

celgene's been a favorite of ours for some time. profiled it last week.7% increase in the first quarter this stock can continue to run on the strength of new drug approvals coming up in the fall and a multiple of the out years or 2015, 2016. do you know that celgene actually has a lower multiple in next year's numbers than the slow and steady bristol-myers, which is an actionalertsplus.com stock? and i like it a lot. there's no question celgene should be trading at a premium and not a discount. people like the yields so much they're blinded by the bristol-myers light. tenet health is intriguing. saw a lot of the hmos exploit it after the bell because it looked like the government gave them a little medicare managed play. the affordable care act is going to be heavily favoring hospitals, though. and i expect as we get closer to 2014 this stock's going to keep moving higher since it's still nowhere near where it traded at the earlier part of the last decade. tenet's not a favorite of mine but the hospital and hospital-related stocks do continue to soar. two

celgene ceo talking to me about his plans to keep that run alive.k in a moment. ♪ [ laughter ] ♪ [ female announcer ] each one of us is our own boss. ♪ and no matter where you are in life, ask your financial professional how lincoln financial can help you take charge of your future. ♪ i know what you're thinking... transit fares! as in the 37 billion transit fares we help collect each year. no? oh, right. you're thinking of the 1.6 million daily customer care interactions xerox handles. or the 900 million health insurance claims we process. so, it's no surprise to you that companies depend on today's xerox for services that simplify how work gets done. which is...pretty much what we've always stood for. with xerox, you're ready for real business. >>> welcome back. as washington continues to battle over the budget, by reducing cancer deaths in this country by just 1%, you could save the country up to $500 billion, not to mention the lives saved. every dollar investment in medical innovation leads to $3 of future health benefits. and it's just adding

celgene went down big. that was an opportunity to buy celgene.s one could be worth $2.3 billion in sales by 2018. in september, the fda approved a colorectal cancer drug that onyx developed with bayer. this one could be a billion dollar drug and onyx gets a 20% royalty. right now onxx is a triple threat and that doesn't even include this pipeline. at the moment, they're developing a breast cancer drug with pfizer that's in phase three trials. this could ultimately do peak sales of $5 billion. the 8% cut comes to $400 million. plus, at $86 and change, onyx is unlike almost all of these others, down from its high, six points off the high, should be bought at these levels. here's the bottom line, when you're looking to the future of the fight against cancer, both have revolutionary technologies, but their stocks have run. they need to consolidate the gains, consolidate, do nothing for a while, go down a bit before they take off again. i like immunogen ahead of the analyst day. okay. you know that i think onyx is the right one. let all these stocks c

celgene. it's the key to this market. >> celgene is the key to this market.s replaced tractor supply. >> that's not necessarily a good thing for celgene. >> don't take the throne from ulta, please. >> michael steinberg has been charged with insider trading and he was arrested friday in new york and entered a plea of not guilty. it involves trades and shares of dell and nvidia that generated $1.4 million in profits. a lot of discussion, guys around this story this weekend. times tries to argue -- the a.p. tries to argue it's not about wiretaps this time and it's not about emails and it's about others that are cooperating and that's what makes this different. true? >> if you look at what the government is doing and we've been following it closely and our own jim forkin has been working closely on this and one would expect to put pressure mr. cohen. you do have that settlement that was reached with the sec, over $600 million not yet approved by a judge and jeff rakeoff when he sold citibank. that may not get approved. we'll see, but it doesn't mean the criminal

they still lagged celgene. this is not the first national bank of celgene. and it's not bristol-myers, but i don't think you want to start buying stocks aggressively from wells fargo. ? we should point out as you said, the call going on right now with j.p. morgan, jamie dimon, a few things here in terms of the fed's congressional approval, the capital plan and talking about a number of thing, the fed wants more granular and idiosyncratic forecasting. they're creating a card that has to do with the stress test department focused on the capital review department, and this all coming off the analyst call. >> wells fargo on paper looks bad. these conference calls are everything. so i -- look, let's put it this way. on paper, it looks bad. i await the conference call and on paper not that bad. i know that the company's very proud of it of the fact it had very few bad loans and that does matter, but it's a small business situation. look, wells is a creature of most of the small business formation and also mortgages and i just expected more lending to people buying

i'm talking about stocks like celgene, regeneron. last week i reiterated my call. the important thing to remember was that regeneron was the best performer in the s&p 500 last year. and that was after the stock ran from $5 to $55 over the previous 6 1/2 years. i still think it can go higher. but the truly massive gains here have probably already been made. i first recommended as a speculative stock trading for less than $5 in the spring of 2005, not long after "mad money" began. probably our first guest. and while we've been doing this week is looking for the biotechs that can be the next regenerons, that's what we want and don't forget the orphan drugs base, the companies developing these kinds of drugs. and last night we looked at the game changers. changing the way diseases are treated. people have been tweeting me @jimcramer saying these are the stocks you want. remember, i like to have a lot of stocks. i'd like to highlight the stocks going up against a particular illness, fighting the good fight against cancer. and creating revolutionary new drugs in order to

clinical oncology conference in june where we focus on celgene and maybe we should focus on merck.erck will present new data on their metastatic melanoma drug although that is in phase 1 development. and we will find out whether the company will move the alzheimer's drug it's developing into phase three trials which would be a big deal that moved eli lilly ten points. and next year merck will file for approval of its osteoporosis that got delayed. and this one actually is a home run hitter. potential for more than $1 billion in peak sales. i still believe that merck could easily trade to 15 times earnings. and like i told you a month ago, that would make this a $60 stock. yeah, a 31% increase from where it's trading now, with that good dividend the whole time. here's the bottom line. merck has a very deep pipeline with a host of catalysts for 2013. meanwhile, the stock needs to play catchup with the rest of the industry and merck is paying you to wait with that bountiful 3.8% yield. by the way, merck has the balance sheet to raise the dividend from here. so at this point, what's no

pick one, gilead, celgene, biogen, idec.hese are the real calls from the future of medicine and healthcare. they're the next generation's pfizer and bristol-myers. second, we know that social media, the cloud, mobile, the web, they will be integral to everyone's lives in 2020 around the whole planet. so we have to bet that google, facebook, twitter, if it comes public, will be the dominant players. i don't think netflix will be around. by 2020, microsoft or apple will have come to their senses and bought the darn company and turned over the reins to its visionary ceo. think about who is going to take over and who is going to get taken over. do we really want to think how facebook wants to monetize its, sorry, 2 billion users by 2020. next, here's a shocking thought and a good one. we have to envision north america as energy independent, because while we don't see it now, by 2020, we will have harnessed all the natural gas, the cleaner, cheaper fuel, to make it so trucks, the biggest users of dirty diesel, will be operating o

celgen just upgraded by deutsche bank.nd then this week, we've been looking at the small biotech names with more risk and more upside. the orphan drug developers, they make ultraexpensive treatments for ultrarare diseases. that's biomarin and ps pharma and sarepta therapeutics. latter, 5.17% thanks to muscular dystrophy drugs. dna and rna based medicine plays, thing isis pharma, and the super speculative, gaemo therapeutics, and we looked at biotechs that are at the forefront fight against cancer. immunogen and seattle genetics, which need to cool down, and the immediately buyable onyx pharmaceuticals. why have i spent so much time on this one sector? am i trying to give your portfolio a drug overdose? no. no sector should account for more than 20% of holdings. in a growth starved world and we know that after the unemployment number, they make a lot of sense. remember, what i've been saying for the last two weeks now, as long as biotech and biopharma companies are innovating, making new drugs, blowing out the pipeline. as

why not stick with unof the biotechs that have cleaner stories, including the celgene which was drafted"street signs," it's a part of a huge nfl-like draft that was done. march 26th, joe called. i said i'd get back to him. it's about time. it's speculative. focus on kansaser. avia for renal cell carcinoma, aveo, i think this one is one case where you do not want to play fda roulette. i'm concerned that the kidney cancer space is now crowded and there have been too many questions about the data for this particular drug and the overall survival rates for the patients that take it. so i got to say the dust has got to settle. why don't we re-visit aveo after the panel. >>> next, april 4th, rudy from louisiana wanted me to do a deep fife dive in photo medics, that's a tiny dermatology company, photomedex. people love these kind of stocks, photomedex is strong sales growth. it has no depth. coverage is expanding in mu markets, which will drive place hims. you know what, i'd like to see more clarity on order, only as a trade from the $16 level to the maybe 19 or 20 until we see evidence it has

but after two straight weeks of telling you about big biotechs like celgene and gilead or small onesike sarepta, isis and immunogen, i don't want to leave you with the wrong impression. it's not that growth biotech stocks are good and slow growing big pharma names are bad. that's what i call a false dichotomy. the truth is a little more complicated. the big pharmaceutical companies may not give you the rapid growth they had in the '90s, but they give you something else that's really important. they give you big, bountiful dividends that therefore transfer into high yields. i'm not trying to make your portfolio overdose on drug stocks here, however, you always need a high yielder in your portfolio. that's especially true right now when interest rates are this low. never thought they'd be this low in my whole life and will likely stay that way for a long time, thanks to ben bernanke. we got that hideous jobs number. the parlor game of guessing when it's over is over. as long as the fed is keeping the rates low, investors are looking for a yield like a cd that rolls over. the returns fr

. >> celgene is up 50% this year, on top of the last couple of years.er its skis, or still a stock that you can own? >> everyone loves oncology. clearly they have a tremendous pipeline looking out into that market place. i think the bay yee teches are are probably the place where they're a little bit in front of their skis. pharma, much less the case. i think the biggest risk that we have tho look at now is sort of the fed. you've talked a lot about that over the last couple of days. if and when the market begins to anticipate that the fed is going to pull the punch bowl back, then clearly the market is going to rotate to the more sick lickally sensitive stocks and the biotech would be the most vulnerable. it's probably a case of when that happens versus if. >> thanks, barbara. >> thanks for having me. >> let's get options action here because oppingdss traders are still making bullish bets on pfizer. >> we saw a little bit of call buying in there today. and a let of that activity was concentrated on the september 30 buyers calls. paying about 80 scents.

every time it sells off after earnings because of this upcoming catalyst, celgene, same thing.y give you a call. tech companies tip their hands about upcoming product cycles, product initiations can make a huge difference in future earnings. pipeline companies, key creators, they tell you about upcoming expansions. the exploration production companies almost always tell you what prospects they're looking for. you might hear some good news on these calls. i file those comments away and wait for oil futures to go down. i started out last year, they gave you a bountiful chance to get in before they raised new finds at the end of the year. they are talking about how the storms kept the drilling down. nobody cared. and then the stock took off when they told you that business is big and booming. the bottom line. we look for signals about the future of these calls, particular about upcoming catalysts, making them solid buys on a short-term decline. rising dividends are the best source of wealth that stocks can give us. remember, dividends pay us to wait for things to get better. and t

. >> and speaking of biotech, after the bell, find out why celgene says president obama's budget is badatching "closing bell," on cnbc, first in business worldwide. are you still sleeping? just wanted to check and make sure that we were on schedule. the first technology of its kind... mom and dad, i have great news. is now providing answers families need. siemens. answers. [ male announcer ] this is joe woods' first day of work. and his new boss told him two things -- cook what you love, and save your money. joe doesn't know it yet, but he'll work his way up from busser to waiter to chef before opening a restaurant specializing in fish and game from the great northwest. he'll start investing early, he'll find some good people to help guide him, and he'll set money aside from his first day of work to his last, which isn't rocket science. it's just common sense. from td ameritrade. >>> time for the closing countdown. about three minutes left in the game today. the dow holding on to a 62-point game at 14864. 140 points away from 15,000. what suspense there, whether the nasdaq is going to c

do you think celgene can't raise the price of revlimid, its breakthrough cancer drug?re you worried regeneron can't raise the price of eylea, an injectable medicine that can make you see again and requires fewer shots in the eye than the competition? i'm not that concerned. how about the toiletries? let's take head & shoulders, the terrific shampoo, not the terrifying chart pattern. the plastic bottle costs less than it used to because of the low price of natural gas courtesy of the revolution of shale discovery here in america. the chemicals inside the bottle? cheaper for the same reason. the labor and energy to make the product? people are begging for good jobs in this country. and the cost of the nat gas used to heat this up and make this happen? rarely been cheaper. the cost to get the shampoo to the drugstore, going down every day with the price of oil. soon the price of gasoline should be as much as 35 cents lower than where it is now. and that is during the driving season. same with the credit needed to buy raw goods as well as the slowing in payments to the mak

think they have what it takes to get even larger and become the big pharma companies of the future, celgene, gilead, biogen, regeneron. they're not dividend players. they're growers. and this week we've gone smaller. we're going more specialty. we're looking at less-known biotechs where the risk is greater but so is the reward. tonight you want to tell you about the game changers and rule breakers. these are little biotech companies with revolutionary technologies that could change the of the pharmaceutical industry, not to mention saving some lives while they're at it. specifically i'm talking about isis pharmaceuticals, alnylam pharma and sangamo bio sciences. speculative, speculative, speculative. got it on the table. right? speculative. these three companies are at the edge of becoming orphan drug-producing machines that treat ultrarare diseases, and you know those are stocks that have been big on "mad money." how exactly are these companies game changers? what makes them different from other small cap biotech stocks? if you want to understand the scale of the opportunity here, i wish w

and investors simultaneously took pfizer and merck and lilly, bristol-myers, celgene, gilead, regeneron, off that great inline earnings report from j & j. regeneron. oh, man, that can regenerate at the drop of a hat. soon enough, all of the noneconomic sensitive stocks started running. once they started stabilizing, you could tell buyers were eager to find another thesis to dip their toe in the water. how about those housing names? housing names have been hammered of late, right? we got a number this morning that shows housing starts up at a rate of one million, basically in line of what everyone is looking for. when you have a selloff based on economic weakness, any port in the storm, any inline number can ignite things. so what to take, let's see. you heard it, it's like -- it's like the terminator. yes, sherwin williams, two upgrades yesterday. ramped $5.92. another firm took owens corning from hold to buy. oh, man. and whirlpool boosted its dividend by 25%, even though that's precisely what i was looking for. saying that all was well with housing, a distinctly domestic industry, buy

that vertex has got the breakout drug here, it reminds me of gilead when they bought farmasset, of celgeneof biogen. don't sell your vertex. it goes higher. let's go to will in virginia. >> caller: hello, jim, boo-yah from central virginia. >> excellent. >> caller: i've got a question for you. you've been talking about airline stocks over the past couple weeks, but i have not heard you talk about jblu, jetblue. >> because it's my least favorite. i like usairways, reported a good number and is merging with amr. that's the one to be in, is us air. i think that delta is good, continental is good, jetblue is good. i'm saying this merger is unbelievable for amr and usair. let's go to reggie in new york. reggie! >> caller: hey, jim. how are you doing? >> all right. how about you? >> caller: pretty good. i just wanted to talk to you about apache. >> man, what a dog that thing has been. i mean, it's just incredible. now that said, i do believe that the assets should go -- 27% of the business is in egypt, and as far as i can tell, that is not a sleep at night situation in egypt, so i cannot endorse

oddly, some of the super growth stocks, i know they seem like the bubblelicious like celgene.d, wow is that hot. ones that seem to go up virtually every day might turn out to be actually cheap on what we call the out years. that's 2015, 2016. they could be cheap on 2015, 2016 earnings. that is if the fda keeps being as aggressive as it's been lately in giving drug approvals. these biotechs can be traded around as they roar on some days, but they too are not expensive if everything goes right. classic growth stocks aren't that expensive either. i can make a case for buying pa nara, whole foods based on 2014 prospects for lower material costs and higher price to the consumer. look, maybe you can exclude amazon and netflix. but they have tremendous momentum. and two stocks does not a bubble make. especially where goldman sachs had to raise numbers from netflix. let's spend a moment on what's downright cheap. three of the largest segments i think they're compelling here to find one or two you like. first of the banks. i cannot believe where these stocks trade and how little ground

celgene. >> you had a scenario where people digested things and didn't see something they liked.nd that's by deutsche bank and this will turn before the rest of the market. >> so this could be a tell, if, in fact, people start to calm down because they have a psoriasis drug that would be selling regardless of the employment number and the heartbreak of psoriasis is a real problem and they've got a real solution. >> hewlett-packard not going to move a lot on this. >> no, you follow hewlett-packard closely. is this an instance where a change in the board could mean something positive. jim stewart chronicled that this was a terrible board. >> you have two members stepping up as chairman interim. they're looking for a permanent chairman, so to speak, but meg whitman is running the company. she has the support of the board at this point. ray lane is staying on that board of directors. pat russo are two of the strongest voices in the boardroom. >> okay. but a dysfunctional board does impair a company. it does, i don't believe that i would classify this board any longer as dysfunctional

look at celgene and biogene. how do they gallop?gol up because they think out years are suddenly worth more because inflation is not theiren m enemy. >> it helps cash flow when you can assume inflation is very low and the borrowing costs are low. >> it helps people get credit at low prices. >> so the falling commodities are good for u.s. stocks and that seems to be what i'm hearing you say. >> they own gold and s&p futures and people who own copper and they own s&p futures in order to finance their incredibly wrong gold and copper positions so we get hit. if you're general mill, what is in a box of cereal? grains, the grain complex is going down. the glassine bag, the cardboard and finally, the gasoline that takes it from your place to the store and that's a single part of the gold equation. we cannot salute gasoline going higher, right? we like gasoline going lower. >> isn't that a good thing? >> generally it is a good thing. >> gasoline say tremendous tax on the american people. >> all right. let's move on to -- well, just a very

. >> celgene, gilead and these are the three horsemen of this era. this is an m.s.aken off. >> we've not covered travelers yet. >> david and i, david knows him better than i do, but this is a company where they have raised rates and had fewer payouts and that is win. >> deutsch sells newmontt. caterpillar has made a big bet on mining. is that a big get right now? i'll not sure. >> jc henny has had an effect. >> this is a company that eves itself undervalued and i think it's worth here and they have unbelievable natural gas off the coast of israel and cypr cyprus. >> tonight is the new set, and i've got to tell you, i know that when a lot of people said after eight years of one set they're going to say something's changed. jim looks thinner. they don't really know, but that's the new set and thank you, cnbc, for investing in our hour. it means a great deal to me. kimberly-clark was questioning the valuation of kimberly. i did at 90, what a mistake. there was a quarter where it wasn't so good. he spells it differently -- >> he's praising it. because you praise him. >>

in the meantime, biogen and celgene, not worried about cyprus and don't have comp issues and it's where people want to be. they want to be in the highest growth that is not affected by anything other than the fact that they keep inventing amazing drugs. amazing drugs. we keep seeing that, biogen, doing incredible and breast cancer on top of myeloma. what franchisees? we're starting to get great numberses in the out years. >> i'm still amazed by gilead having a market value roughly that of amgen. gilead is great at this point which is amazing. >> one of the things that's happened, carl which is amazing to watch and the stock goes up a lot and the stock goes up a lot and we're in a virtuous circle moment for a lot of companies that i'm sure the shorts were saying give me a break. these moves are alchemy, and you hear that a lot when you talk with people off the desk. that's alchemy, jim. you like that. no, i like to make money. >> with the dow up 117 now, let's get to bob pisani who is on the four. led downward by precious metals and materials and we open up 8 to 1 led up by precious meta

celgene is the stock to watch. that stock has been bulletproof. keep an eye on walmart.ally throwing in the towel on the u.s. market. safeway should go with vacations. i watched the ceo be interviewed and it was humbling. humbling and that's a big reversal. the stock got hammered. still to come, ford has a better idea when it comes to boosting sales in china. will the automakers plan on taking gm across the pacific payoff? fill lebeau is there and sean king and we'll talk to him, but first -- >>> coming up, launching into a market like this can be tough, but we have someone here who can help minimize the damage. jim kramer and six stocks in 60 seconds. he may just give you the lift you're looking for when "squawk on the street" returns. >>> time for six in 60. six stocks, 60 successes. >> express scripps on the board. >> these are the kinds of stocks that work in this environment. >> united reynold, uri. >> people are worried about cater pell ar. >> all of the analysts downgraded here, pound sand, analysts. >> j & j. >> they won a lawsuit. they had lost it, same thing in