gilead's pills approved in december 2014. price tag? $84,000 for 12 weeks of treatment or a thousand dollars a day. >> people worried that the environment could be deteriorating and the market is interpreting gilead to suggest that maybe there's some price compression coming our way. >> reporter: merck's hepatitis c regimen could hit the market in 2016 but follows already successful regimen from gilead and ad-v. >> hepatitis c environment is getting more competitive and we saw in the announcement today that merck lost its breakthrough designation by the fda which is going to hurt merck in its ability to bring their products to the market quickly. >> reporter: gilead said it expects discounts of about 46% to the list prices of its hepatitis c drugs this year. compared with 22% in 2014. that comes partially from increased access for patients covered by medicaid and the v.a. receiving rebaits of more than 50%. with the new arrangements gilead said it has the capacity to treat more than 250,000 patients in the u.s. this year. the new hepati

we started talking about gilead and you're right, gilead is down 10% because of pricing. what pricing are going long term and hepatitis c. the volume will be there. despite the lower pricing numbers haven't come down for this year it at all and gilead trading close to the trough levels. we like it here as a safe play for the dividend, stock buyback and they will do m&a. the sector is due for a correction. we're seeing that and it was clear it was going to happen. the fundamentals are better than the s&p. there's no growth anywhere else in the market. i would look for more of a correction but we think these names are safe places to be. >> good talking to you as always. >> you too. >> over at citi. they have a buy on amgen biogen, gilead. >> i wanted to get his opinion on large cap pharma. you have -- >> get pete's because he owns pfizer and merck. >> i own those as well. here's my thought, we'll debate this. biotech valuations up here along with the price of their drugs. pharma valuations down here but the prices of their drugs are moving up. think about today with pfizer

i think gilead is a great story.efore january, the stock went from 100 and change down to 88. it's a volatile stock. >> you buy it here? >> yeah. >> merck is coming on the market. >> and we've has those rumors and news before in terms of this stock. it's still cheap on valuation. i think the whole space is under siege right now. >> 97 going to 100? >> i think -- it's pretty good chances. >> meg, thank you. we have a news alert on harley-davidson. >> so we have a c suite change. matt levatiz is going to assume the role of president and ceo of harley-davidson because the current ceo and chief is going to retire effective may 1st. harley-davidson says that he has been elected to the board of directors. he becomes ceo and joins the board and the lead independent director is going to assume the role of chairman effective that time as well. a change at the helm in the c suite and the chairman side of things for harley-davidson. levatich was seen as the heir apparent so it is what some were already expecting. >> this is sto

and gilead getting hit hard. discounts for its hepatitis c drug overshadowing the announcement of gilyard's first ever dividend. we'll bring you the latest. plus, news from wynn and disney. a market rally and a commodity comeback. oil closing on its highest level of the year today. copper, take a look at this, up 6% since friday. is this move more than a dead cat bounce? what do you say, brian kelly? >> i would say it's probably not more than a dead cat bounce. i still think nothing has really changed since friday. what i think you saw today was a massive unwind of all the positions that were put on in january. then you saw the dollar start to go lower. as soon as you have that rip in all the commodity currencies, australian dollar, canadian dollar, those names, then everything else took off. i personally am still in the camp that this is some kind of a dead cat bounce, although a ferocious one, and i will give kudos to tim. last week he stood right over at that board. >> you're saying it's a short covering rally

we saw it play out in real time with gilead stock. >> gilead shocked its investors when it says discountshuge hepatitis c drugs will be bigger than the street anticipated. 46% compared with 22% in 2014. now, gilead said that was partially due to more patients covered by public pairs like medicaid and the va receiving the drugs at rebates of more than 50%. it's also due to increasing competition. the list prices range from $63,000 for eight weeks of treatment to more than $94,000 for 12 weeks. but, of course they represent a huge advance over previous drugs because they're curative for most patients and carry fewer side effects but the drugs have sparked major pushback and drug pricing pressure has become the biggest issue with the expectations that drugs for cholesterol, cancer and other areas could be next. back to you guys. >> meg terrell, thank you so much. a big story this week and now more reaction with someone who has been very involved in the drug pricing story. >> essex press scrips chief medical officer steve miller. steve, welcome. thaction for joining us today, and i guess you'

and gilead getting hit hard. hepatitis c drug overshadowing the announcement of gilyard's first ever dividend. we'll bring you the latest. plus news from wynn and disney. a market rally and a commodity comeback. oil closing on its highest level of the year today.

they will sell gilead and abvye because they can't take that address. how about the slaughter in the oils? now, we know the price of oil ran up too much in one week a 19% gain a bull market in a week. a bull market in a barrel! unsustainable, pretty much any commodity. so we're due for a kind of decline that we had. it was pretty vicious, though. we know from the brilliant ceo of kinder morgan that oil may be too cheap in the low 40s. put yourself in the shoes of potential buyers. they know there's voracious demand which held on january 28th. they'll try to buy oil around 45, that's about $3.50 below where oil went out today. remember, oil gave up the gains from yesterday, it was a truly hideous day of trading. surprised the market wasn't down more because of it. what do you do? means you can let the oil stocks come down for a couple of days more. this is my theme here. but they are now buys after they've done. my charitable trust owns royal dutch went from 61 to 66 for today's $1.58 pullback probably another couple bucks down. then, eog is your high-qu

mentioning the dividend over at gilead.se gm and news of potential dividend phil lebeau points out, 20% would take that yield to 4.3. >> yeah. competitive with ford. reminds me have you much of the late '80s when ford and gm competed with ear to have high dividend. we forget how companies generate a lot. >> dividends clearly very important and in the case for many stocks. i think of at&t at a 5.5% yield now. >> downgraded. >> downgraded to bbb plus at s&p. talked about free cash flow percent used up in paying dividend and fact acquiring and not to mention how much at&t spent on the auction -- >> but what did dish do? if dish has done nothing but go up, since i met you, seeing price targets that are insane. >> since i met you? known each other 18 years. was there even a dish then? yeah going up since we started talking about, it's been going up. >> it's not done. >> still don't know the answer on dish. many many people speculating the strategy. as much spectrum as t-mobile. not a wireless company. >> i know. smucker, we have

gilead trading down 8%, achelion and abby. which issued a weak outlook this morning is another competitor in the space trading down about 3.3%. carl, back to you. >> and that was a whopper of a currency comment in merck. >> when we come back another company may have already beaten amazon to the punch when it comes to delivery drones. who they are in a moment. plus he's best known for "mall rats" and "my name is earl" but today amazon's latest star. doesn't always look like that. join us in a few moments. rick santelli what are you watching today? >> we will be watching three areas. we will talk about 10-year and yields you ought to be aware of, talk about the distance or spread between 10-year yields here and 10-year bund yields overseas and last but not least, we're going to talk about one day in particular in the oil futures market. it's all after the break. sound good? great. because you're not you, you're a whole airline... and it's not a ticket you're upgrading, it's your entire operations, from domestic to international.

. >> going to gilead celgene -- >> no. it's done. did you hear what happened. >> gilead and abbvie?> no i said disney's blockbuster blockbuster. the day of the blockbuster biotech ended with the price cut. >> from lipitor to "frozen." >> will ferrell, i love that man. impressed watched will ferrell do the lip sync. >> i haven't seen it. >> kevin hart's good too. very funny. >> when we come back news involving twitter ahead of tomorrow's exclusive with the ceo, dick costolo, 9:00 a.m. shares of cigna, tripped since the ceo in '09. get his perspective on the anthem hack attack. haven't gotten to retail. ralph lauren esty, under armour armour, more "squawk on the street" in a moment. can data help cure a disease? the right treatment for you is out there. the problem is some of it's in this lab. some of it is in her head. some of it's in this new journal. and the rest of it is in your personal medical history. ibm watson can not only read this data, but understand it. it's trained by doctors. and it's always learning. it can help find hidden correlations and help your doctor recommend t

forward and they're getting more competition. >> so the three names there are gilead, advy.p on the screen. and three picks. i.t., which was not one of your picks, but has done well. >> apple mostly. liz: when you look at this, apple, facebook and twitter look like they might do well in the current quarter. >> twitter is the only one not a part of the s&p 500 index. when we look at them they came in 6 of cents higher than our estimates which is a little high. facebook, that social media company show they can continue growing. liz: they're growing. >> and the u.s. market is a little saturated there, there are questions around with are they're growing, but still doing well. liz: as we flip over to industrials, which you had also flagged as a winner three weeks ago. indeed, they've done well. your picks are boeing, southwest and expedia. how is expedia an industrial? >> oh, no, expeditors. liz: i had it written here expedia. never mind. >> industrials were expected to be the third strongest sector right now. they dipped down a bit because you have caterpillar and 3m, large comp

bank of america, under armour haliburton gilead and facebook, #madtweets. let's take a look at this. all right. okay bank bank of america, doing okay. under armour, i like the quarter. no one else seemed to. gilead. i liked the quarter, nobody else seemed to. that's biotech. facebook, everybody liked it. we have oil, internet drug, apparel, bank. that is perfection! lou in west virginia. >> caller: hey, jim. kudos to your great staff. >> they're unbelievable. >> caller: they are great. my stocks are alcoa, general electric, flextronics, ipo pharma, and xilinxs. they're not booing they're louing! xilinxs, not that happy with the last quarter. the new way to be able to hopefully cure cancer someday. flextronics, fabulous quarter. general e lektlectricelectric. industrial materials, and another semi. we're going to get rid of this one. see you later. and i'm going to put in -- let me see. let me see. let's put in cisco. good quarter. cisco's too much like flextronics. we can't do that. put in a little change-up. put in american electric power. aep. that's the

any, gas prices and "star wars" and frozen has on their quarter. >> measles. >> yeah. >> chipotle, gilead out after the bell. speaking of big players, happy birthday to amazon prime, celebrating ten years over 20 million items now available for prime shipping. today including through the new prime now, company saying its fastest delivery on prime now took 23 minutes and it was an easy bake oven. >> was that going to the quintanilla household? >> the kids did get one for christmas but we went to the store. i didn't realize prime was ten years old. >> how long have you been a prime member? >> couple years. >> back in diaper time we were already prime members so it's been a while and very few things the buy it now button is another one from amazon, really revolutionizeds the way that we buy things. prime totally shift my mindset about buying things on-line. >> things you need right away, diapers, toilet paper, amazon saying in the last year they delivered 221 different kinds of toothbrushes in same day delivery on amazon prime. >> that is amazing. quite an anniversary. the other anniversary

. >> gilead. expensive? >> now we have a debate. >> ten times earnings. >> repurchase plans, incredible pipeline, and growth continues to be just absolutely staggering. even in the 2015. >> you know my one complaint, and it's a single complaint. it's just the price of the drugs, you know, worried about that for some time, and gilead has been scaling the cross hairs, worrying me about it. >> it might not be. >> if the drugs are knocked down in price, and they have -- >> they come under assault already on that. the stock was hit back down not that long ago trading at 92 or $93 a share, and now it's back over a hundred again because they look at the pipeline and hep c comie ining out in the fu. >> what about qualcomm? >> it's cheap, a 120 billion market cap, net cash, jen rating cash like crazy from non-capital intensive business. they are about patents, do little manufacturing themselves, and, yeah, they have misses here and there, but they are -- i like them. >> quickly before we go, western digital or viacom

. >> sue, we're watching shares of gilead sciences moving down to the down side. credit suisse analysts are downgrading them to a neutral rating, and they lowered their price target to $115 a share. prior it was $130. saying that market share for its hepatitis c vaccine will decline from 80% in 2015 to around 60% in 2019. those shares as a result under pressure now by about a percent. tyler, back to you. >> okay. thank you very much, dom. >>> twitter soaring up 15% after it reported strong revenue growth, but analysts also focused on slowing user growth at the social media giant. twitter adding only four million users in its last quarter. that was alarming to many. in its conference call twitter revealed a bug in its integration with apple's ios 8 caused twitter to lose four million users. our carl quintanilla spoke exclusively with twitter's ceo about getting some of the users back. >> it's not a one size fits all correction. there's actually a number of complex and fairly detailed steps we have to take people through to get them back into that tightly integrated

gilead with high priced hepatitis c treatment. the company initiated quarterly payout of 43 cents a share with yield of 1.5% and approved $15 billion buyback program. shares fell before the close. stock was up 1% to $107.18. let's talk chipotle. revenue higher. not as much as wall street had hoped. the burrito maker's earnings did meet estimates as the chain raised prices by average of 6% in the third quarter because of higher ingredient costs. shares tumbled as you see vividly there. shares up about 2% during the regular trading session to finish at $726.63. >>> this is a name pretty much everybody knows and it's a business that has fallen on hard times. radio shack. the new york stock exchange stock and taken action to delist the share of the troubled dealer. a number of problems got the company to this point but as morgan brennan reports, radio shack's pain could be a gain for others. >> reporter: more pain for raiddio shack. once considered the go-to shop, has failed to adapt to consumer habits. as competition cut into sales.

bioteches now the biggest driver of gains up 35% in 2014 as companies like gilead have brought big drugs to markets. another big difference? tech valuations. microsoft the biggest weight in the nasdaq 15 years ago traded at 70 times earnings. today, apple the biggest driver is valued at 14 times its forward earnings after posting the highest quarterly profits of all time. >> i see this as a change in that consumers are spending more on tech versus enterprise. microsoft was mainly selling to businesses. now apple is obviously a very consumer-focused company and y spending more money on our gadgets. >> reporter: while the s&p 500 and the dow industrials continue to set new records, the nasdaq composite has yet to take out that milestone. with big tech stocks like microsoft, cisco and intel well off their internet bubble highs. is the nasdaq returned to 5,000 a reason for tech investors to take pause? >> given the broad based leadership we see throughout the market i think a breakout above 5,000 would only lead to stronger gains for tech stocks. >> reporter: from a fundamental perspective,

gilead accounts for the bulk of growth in health care. technology has grown 18%.out apple, it's only 10% growth. i say only but it's still a pretty big growth rate. technology without apple it's 10% growth. app sl a huge impact there. if you look at the overall energy sector you can see here it's been down about 20%. earnings contraction has been there. the overall picture for earnings, brian, this is where the concern is. although i will mention that health care and technology are two of the three biggest weighted sectors in the s&p. back over to you. >> that's kind of stunning to see just those two companies alone gilead and apple. those are weighted in those sectors as well or unweighted? >> they're huge. obviously apple is the biggest part of the s&p 500. it's the most valuable company in america. and gilead is a huge part of the biotech industry and of course the health care sector overall. the key here of course is when you talk about technology you're talking about 20% of the overall s&p 500. with health care you're talking about 15. financials are the othe

here, within one quarter am a we're seeing the rebates averaging around 46% which is what gilead theilla in this market, this is unprecedented. jonathan: when you get this price pressure it usually points to a lot of come petition and that leads to consolidation, is that going to be the story as well? sam: the only one out there still banging the drum -- if you look at the results today from astra and yesterday, it is all about competitive pressure on pricing. there are issues on the restrictive front and with atlantis. the numbers came in slightly ahead of expectations and they are talking about getting their ceo in place in the first quarter but sanofi was also under pressure. it is all surrounding that issue. jonathan: pricing pressure is the story for 2015. thank you very much for joining us this morning. as we had to the break let's check in on greek markets. the s&p down 5.5%. the greek government bond three-year reacting, up 370 basis points on a three-year yield. so much to talk about. we will do that after the break. jonathan: welcome back to "on the move." i am jonathan fer

gilead down, they're offering larger discounts on their hepatitis c drug.hat's been dragging all the biotech names to the downside. soon this would ban internet service providers from blocking and downloading internet con ten. it looks like good news for some of the comcast,ers have verizons, at&ts of the world. they're not going to do a lot in the way of providing regulation of the fees. i think that's a key reason why they're moving to the upside. back to you. >> bob we should note comcast is the parent company of cnbc and nbc universal. >> yes, that's right. thank you. >>> the stock is moving higher at kohl's. the stock is going this way after the department store retailer raised earnings guidance for the full year. this coming a day after macy's also raised its full-year guidance. kohl's shares up. >>> morgan brennan has been tracking shipping stocks. >> six-months chart of dry boat shipping stocks is enough to make anyone sea sick. experts say now may be the time to buy those names. we have that story next. tyler? >>> check out this terrifying video. o

what does gilead sell at?ight times. >> tech names had higher top line growth rates in '90s than now. even though the numbers, the multiples have contracted dramatically the earnings are helped by what has been a wave of cost cutting that we know has been the way it's gone to a certain extent so much of corporate america. >> if you look at estimates, look at the index, many companies are deeply involved in the worldwide digitalization this is the internet of all things, which sounds like it's just like the internet 2.0, got to call allison. >> 1,000 points of light. sounds like something somebody made up. >> france made a deal to digitize with john chambers. france is digitizing. spain is. korea. these require a huge number of chips and a huge amount of software software. i think if you say risky network shouldn't be up three, four, five competing against cisco but these are internet of things and five to ten times the data we saw in 1993 to 1998. am i a bull? in you think nasdaq's overvalued tell me how you c

. >> gilead tonight as well. >> gilead, interesting to see what they say about the deals they had to cut up. >> cramer's "mad dash," count down to the opening bell. one more look at premarket on tuesday. a lot of cross currents. the euro two-week high. headlines out of germany and greece awfully interesting. more jacques on "squawk on the street" from the nyse. that's more... shh... i know that's more than 100%. but that's what winners give. now bicycle kick your old 401(k) into an ira. i know, i know. listen, just get td ameritrade's rollover consultants on the horn. they'll guide you through the whole process. it's simple. even she could do it. whatever, janet. for all the confidence you need. td ameritrade. you got this. know that chasing performance can mean lower returns and fewer choices in retirement. know that proper allocation could help increase returns so you can enjoy that second home sooner. know the right financial planning can help you save for college and retirement. know where you stand with pnc total insight. a new investing and banking experience with personalized

. >> disney, gilead, ups.ady sort of had the disappointment from last week or the week prior. >> chipolte is an interesting one tomorrow. it's a poster child for u.s. growth. sfroo poster child for where is the lower gas prices, where is it going? it goes to food and liquor first and, well, chipolte, there you go. it's going to be interesting. >> the retail roundup. lower today. not helping matters. the coverage initiation by analysts. ever core says jcp is a sell rated stock. the stock is thought to be overpriced relative to the company's ability to grow profits over the next several years, though they did say they believe the right management team is in place at jcp and the right steps are being taken to regain lost customers. you are watching lululemon after chip wilson announced is he stepping down from the board. wilson says he believes the company is "back on track." let's cap things off with land's end. it's getting a new ceo. frederico marcione. she was formerly the president of dulce and gabbanna. >>

gilead getting hammered. twenty points off the high. (?) another problem is execution.ot been good. they have a pretty good product pipeline. couple of intriguing drugs. wall street loved the stock until they, of course, haven't. i like biogenic weakness. i kind of like intercept. i'm not in kite. although it's on my radar. matt: i watch them. but i love this stock. their cancer drugs are key cell drugs. that's a big move. they'll make money next year. they'll make a buck next year. this is a company i get behind. charles: we have been criticized for doing a lot of high beta names. nobody criticized us for doing whirlpool. but someone is in this, it's down 20 bucks in a week, where would you use the stopper or just let it ride? matt: it's still hanging above the 50 day moving average. still on the uptrend. you're still up big from back there. you have to know, this is long-term. waiting for the drugs to be approved. charles: anyone who likes this must love rollercoasters. jordan, different news. jordan hangs two terrorists in swift response to the video of isis burning

but gilead is a great example of this priced to perfection. is a company that increased the dividend started a dividend, stock is down 8% on the announcement. we have to be really careful here. >> does the fed raise interest rates in 2015 or not? >> i think they will do it in 2015 but one thing we do know now given the fact that the fundamentals are this strong and all the other stuff is soft in terms of risk structures i think they will probably raise rates and then be really slow about raising them until perhaps until 2016 but i think they laid down the gauntlet and too much credibility is on the line. i think they have to move in 2015. >> we shall see. we'll take a quick break. you will stick around for the closing countdown which is next. plus bill miller on stocks and if apple and amazon are still on his like list. and later di arnanea olick looks inside the late joan river's incredible apartment. could be all yours for a cool $28 million. opportunities aren't always obvious. sometimes they just drop in. cme group can help you navigate ri

gilead has been a star for a while now. one of the biotech companies that's year-to-date. 10%, far out pacing the market. the average targeted price has another 16% on top of that. a good one there. maybe if the analysts are correct. now, tesla has taken a beating as of late. >> yes it really has. >> especially after earnings. >> down 5%. the average target price, nothing is coming down significantly. still says -- >> do we expect it to? >> maybe. again, you never know when these guys adjust their models their targets. for right now the average target price is $23% higher than where it is right now. yahoo is interesting here. it's down 13% year-to-date. >> look at that. >> but analysts have not taken down their price targets yet, and so a 34 3erz up side is priced in for right now. at least what analysts are thinking. the single best nasdaq 100 stock in terms of potential up side performance if the analysts are correct. american airlines, the high flyers from last year. all those airlines on the heels of falling oil prices. still down about 4% year-to-date. it could go up

>> i love gilead. what i see is cure for hepatitis c.n we hear of the expensive prices, people fail to consider this is a cure. we compare this to vertex or merck. they have a 60 to 70% advocacy rate. they are now being built into the valuations of the sector. >> we were talking about nasdaq and bubbles. how do we know this is not the equivalent of the year 2000 for biotech. all of the big things people said were 2000, just not so fast. how do we not know that is biotech now? >> what i see is gene therapy, cancer immunotherapy. better well-run phase 2 clinical trials where we can definitively look at something and understand if it's going work. the failure rate is lower, approval rate is higher. that will translate into higher valuations for the sector. what does the market hate? uncertainty. what do we have in bio tech? more visibility than we've ever had before. >> jason, we appreciate you being here. at least for the near term we're see that rally continue. >> thing so much. >> up next, competition for amazon is heating up. one major

they do caution that gilead is conservative in its guidance. if they come in line, the stock could still go up. the last point people are looking for is what are they going to do with all of that cash? >> maybe an acquisition talk? >> potentially or dividend. >> all right. let's get to you and talk about cmg. this is the perennial at what price do you pay for a stock, especially now as it gets to 2015 where there is suspected decelerating same-store sales growth. >> that's obviously the thing people look for in a quarter if the deceleration -- if there were deceleration or if the company doesn't come in. look what we're talking about. expectations of eps up 50% from a year ago. 27% on revenue. anything short of that would obviously cause concern, but the thing you have to look at with this company is they're doing the smart thing by rolling forward with the new concepts, with the new pizza concept, with the asian concept, and i think those will keep people galvanized into the future of this company. certainly right now as it really has the grea

we know that gilead and advi are dominating this huge pepsi market right now, but merck is coming up with some phase three data. we should expect that in the next two months. a single pill once a day could compete with these two. what analysts are telling me is that merck could capture 20% of the market, but these data are really important because the fda recently said it might rescind merck's breakthrough therapy designation because this market is so well-served by these other therapies. so we need to see these data be really strong. what sun trust has told me is that they need to show 95% to be approved by the fda. >> is suntrust expecting that? >> they're pretty optimistic about this. john boris said because the company said they may present these data in april, they're looking pretty good. >> this regimen looks more convenient than abbvie's margin. >> karen says it all the time. she looks at the etfs. with the market cap for this brand-new company, it's really hard. they have no sales. if the data doesn't work, the thing could be cut in half like that. to me, that's not my cup of

according to the data from the california department of public health, daycares associated with oracle, gilead sciences, genentech all have 100% compliance. and electronic arts and yahoo! are very close. >>> just into our newsroom this morning expedia is buying orbitz. we continue to see consolidation here. expedia bought travelocity about a month ago, and already owns hot wire and hotels.com. just out of curiosity, sam and laura, i ran a couple searches through that search engine for next weekend. i did it through a budget travel site including expedia and orbitz. i came up with the same rate no matter what. so less competition but i think the hotels have long caught onto this and you'll see pretty much the same price no matter what you use. >> thank you very much. >> still like to dig for these deals if you can. >>> starting today a san francisco school is putting itself in a tech time-out. >> it's kind of a new national thing. for the next three days students at convent and stute hall will voluntarily be shutting off their electronic devices. that school is the first the bay area and the th

according to the data, daycares associated with oracle, gilead sciences, genentech have 100% complianceectronic arts and yahoo! are very, very close. it's ban lot of years since i had kids in daycare, but the data is super easy to use. for campbell parents, 95%. you can look it up yourself and your daycare. >>> let's check the markets. landon dowdy is live at cnbc world headquarters. good morning. >> good morning. the markets will look to push higher today after a mixed close on wednesday. echoing gains in europe as investigators cheer a peace deal reached today between russia and ukraine. unemployment, retail sales, and earnings today from kellogg and kraft foods. >> landon, thank you. amy pascal, former head of sony pictures, was in san francisco yesterday for a conference on women which she joked on stage she'd been surrounded by successful people while all she got is fired. e-mails prove to be embarrassing. she paid women less than men, case in point, superstar jennifer lawrence, co-o which the hollywood reporter said pascal explained, i run a business. people who want to work for l

at whopping 147%, is gilead sciences.rowth is as a result of hepatitis-c drug which let the company raise guidance multiple times last year. number two, devon energy, the oil and gas production company had sales per share growth of 127% thanks to an acquisition it made last year. next global industrial giant ingersoll-rand which had sales per share growth of 118%. at four, biotech company avago technologies with sales per share growth of 100% over past year. keep these things in mind. liz: if you have children or about to have kids you need to listen up. five 29 plans are not the only way to sieve for college. your family may profit by combining a few alternative plans out there. we're here to bring somebody to you who will remind you of the best ways to save. that's straight ahead. david: you also heard this right here far in advance of the announcement. one luxury automaker developing its first of ever suv. expected to be one of the world's most expensive vehicles, certainly the most expensive suv. which car company is

now you've got amgen, celgene, gilead have earnings, pipelines and bigger pipelines behind them. >> onehing going on right now that perhaps, you know, we didn't have back in 2000. for better or worse very a guy named bill dudley now. coming up on the one-year anniversary when dudley talked down these better biotechs companies but yet he still came out in march of last year and said biotechs are looking overvalued. small to mid cap social media overvalued. is that going to happen again if the nasdaq keeps going? i'm looking for some of the stocks to get dudley'ed. >> maybe one of the biggest buying opportunities when the fed in some sort of survey or report or whoever put it together suggested that there was froth in that part of the market. >> that might be the biggest legacy of the nasdaq 5,000 in the first time. we're conditioned to look for this mania out there. the only i would caution you don't have to have a mania to have a market problem the fed is not trying to market time. alan greenspan's speech was in 1996. >> yeah, right, four years after that. >> four years of green snooeld

amazon is at number two and then biogen, gilead, netflix, cisco, starbucks, texas instruments and thengle. on this list. contributing to this point gain year to date. the numbers of -- as far as points contributed get small once you get below the top ten. three points added to the nasdaq year to date versus that 106 from apple. so i mean when you look at what happens from here, you to think it's not the tail necessarily wagging the dog, though the biotechs are going to be important, but the direction of an apple and an amazon can mean a lot to where we go from here. >> true on a price basis and earnings basis for sure when you look at the s&p taking out apple changes things dramatically. whether it's the market expensive or some of the companies that aren't public yet, once again, evan spiegel looks smart for turning down the supposedly $3 billion deal from mark zuckerberg. snapchat wants to raise $500 million in new financing valuing the company at about $19 billion. that would put it nearly on par with whatsapp which facebook bought for $22 billion last year. somebody i forget who th

gilead sciences, investors are looking past the first dividend for this biopharmaceutical company becauseunts on hepatitis c drugs . >> one of the largest power suppliers in the u.s. reported profits as morning. we will hear from southern company next. staples has agreed to buy office depot. we will have the details on this merger. ♪ >> atop argentine prosecutor found dead last month. he accused the president and other officials in a plot to cover up the 1994 bombing of a jewish community center in when acai press. his death by gunshot was ruled a suicide by officials. a gunman in libya has seized control of an oil field. the militants are looking for an independent source of funds. libya remains in turmoil. in the u.k., politicians have voted to allow the creation of babies with dna from three parents. it will allow the use of a technique that uses dna from a third parent to prevent genetic diseases being passed from mother to child. mom, mom, dad. dad, dad, mom. southern company reported earnings this month. sales beat expectations. just as important as investors are the details of budg

. >> will they be any luckier than the team from gilead thomas who tried to buy it? was a significant price including 3 billion euros. it is believed they want more deals this year after they agreed to buy from vivendi and also the portuguese assets last year. i think they are keen on more deals, and despite the valuation for telecom being very high we may see them succeed. >> the mma in the telecom sector, it continues. where does it end? it is never going to end. >> exactly. i think the industry is poised for more consolidation. we have so many carriers here in europe, compared to the u.s., so i think there is no other solution but more consolidation. >> great to get your input. 30 million customers, the numbers. great to have you with us. >> piling up some deals. >> on the move is next. the gdp in japan missed against estimates this morning. live in tokyo to get investor reaction. the business ending talks. we will see you tomorrow. >> good morning, and welcome. i am jonathan ferro. we are moments away from the start of european trading. it's get straight to the m

. >> gilead sciences biotech company, hepatitis c, number one job rate. 11. >> despite the run up we've seen in that stock. it's a big mover. >> it's going to show us great move this time. it's still going to take jumbo market share. it's still going to be the number one player for the next few years. >> quallcomm? >> i like quallcomm but i like a chip equipment maker. cheap, blowout recent results and i'm thinking it's cheap, they're breaking new highs i'm having some. >> did you ever want a job in journalism? because you do a great job of animating. >> i couldn't do this day after day. the getting up early is not for me. >> the energy sector you happen to be dipping a toe in? >> yes but -- yes but i would say when you look at the economics of the oil sector it's nonsense u.s. production is back where it was in the 70s. so they're up between 60 and $80 barrel all in price. wti is still under 60. rig counts are collapsing. that tells me the oil price isn't going to go back down to 50 40 50. you're going to have to trade it because it's been massive volatility. >> and inventories yesterd

gilead hurt by the price wars and hep c, regeneron recommended today, regeneron has fewer problems buthey're in a war with amgen. that group has not led us. it's semis. by the way, software hasn't led us. microsoft a big disappoint. apple is important. >> but tesla hasn't. >> no. oh bringing that up huh? funny, i checked into twitter a few times this weekend and it's -- i almost, you know, it's like you're in i street fight sometimes. i want to come to your aid but i can't figure out how to get involved. >> those guys cam with a gun and i came with chemical nuclear weapons the gun thing, a knife i'm have tactical nukes and things people haven't seen and haven't been tested. >> active over the weekend. >> i was active. >> they come to us cramer blocked me can you help? >> my instinct get in there as it would be, of course but glad you're handling it. >> i have a good time on twitter. >> you don't need help. >> guys that don't like it? you know what sorry? bother someone else. >> like jackie chan. ten guise coming around. >> more like chuck. but i'll go for that. >> no. jackie chan so co

it's apple, amazon pfizer biogen disney, gilead, boeing lilphilip morris. >> justifiably moving up raising. >> so you're not worried about thinning ranks of leadership? >> no i'm not because i think the second half of the year you're going to see energy costs of companies go down i believe the dollar could stabilize. second half tailwind for a lot of the companies that had hedged energy, energy hedges are coming off. i see a lot to like provided oil does not spike here. ain't spiking. we're seeing production numbers from oil companies that are dramatically improved from last year. even as they cut their budget. >> let's get bob pisani on the floor. bob? >> carl in an upward market it's typical to have a small group of stocks with disproportionate weighting because certain big caps when they start doing well remember s&p, market weights even rick sherlund have disproportionate. it's not unusual. what the rick sherlundearnings situation is like. first quarter 2015 numbers below first quarter 2014. right now, and that's a little unusual. this would be the first time in a while, 27.21 dollar e

stocks like cellgen, gilead. they're pretty big in terms of market cap. the ibb continues it's upside momentum up 11% year-to-date. those biotech stocks continue that strong momentum kelly. back over to you. >> yes, they do dom. that's exactly where we want to pick up. thank you. biotech etfs leading the charge. ticker ibb, lots of chatter on the street because it's been up 300% in the last five years. >> those biotech names were the top nasdaq performers in 2000. remember that? but is it the right bet today as we approach 5,000? joining us with the bullish case, eric schmidt and jeff porgis is taking the bearish case. eric, it's up to you to make a bullish case. 300% in 5 years, 50% in the last year. what makes you confident we'll continue to move up in the biotech space? >> it's real simple. this is a great business. if you have an approved drug this is a legal monopoly, perhaps one of the last legal monopolies on the face of the planet. you have got a waiting and ready population that's growing as the baby boomers get older. drug pricing has been under

i'm not concerned about gilead ten times earnings or celgene 26 or biogen at 23 because they've got greatrtfolio. i don't like acquiring to grow but i don't have any holes. >> that's the strategy they're pursuing at these companies they've been rewarded for it dramatically. valeant, 200. actavis never looked back since they announced the deal. >> allergen's a good company. i'm worried about -- this is where i'm worried but i can't poke holes. tell me where i'm wrong that actavis is bad. i don't see it. >> believe me you're going to fine few people who will. >> we'll look back and say, one of these companies, i'm not going to mepgntion, one will, i called foul on tesla the other day. i have to get a tesla so i don't look for a bomb in the trunk in the back. there's no trunk. >> model-s, best model overall in consumer reports for the second consecutive year. >> model-s per share fabulous. press release per share amazing. miles per gallon amazing per share. earnings per share not as good. >> pep >>perage farm. >> sent me salad dressing other day. i was complaining if you went to campbell's s

gilead up 25. biogen up 18. is she going to double down?he small stocks. >> i know. >> it wasn't her. some person on the staff. i don't know. >> which is the one she didn't like? isis. >> bizarre -- it wasn't in the statement. it was addendum. >> i feel awful, i think she's so good. >> you do? >> yeah. i just this she's early on the call. about like 17 years early. want to come back to a couple of movers from yesterday. valeant, up 15%. down a bit today. >> go buy it. stop it. that guy, i mean i got a lot of heat saying good things -- >> your interview so great. i was e-mailing david, i'm not getting that call, or on the call, but i was e-mailing, i'm listing to the interview. i keep thinking there's holes in the story it's a rollup it's a rollup, and i listened to the interview. gosh, darn this guy is real. >> i know. we have been through areas where there are other ceos that were embraced what for rollups, swv said he just knows how to do it differently. in fact that was not the case. you wonder i mean how is it that you can take old prod

gilead, a hot sector. also, ups on the transportation side. bp on the oil and gas. and chipotle.ose tomorrow afternoon. wednesday as well. go look at gm glaxosmithkline, merck, under armour always one you want to wasm andtch. then dunkin' donuts, even go pro. we'll start off with madison square garden company, and flare system -- flir systems. after the bell, it's going to be huge. disney and chipotle a couple of the headliners tomorrow after the bell. >> we'll get our rest. thank you, dom. >>> coming up, was this ad too sobering for last night's super bowl? >> i'll never learn to fly. or travel the world with my best friend. and i won't ever get married. i couldn't grow up because i died from an accident. >> a lot of people upset about that. my next guest applauds this ad says it's about time companies started tough conversations while they've got people's attention. it was the biggest audience of the year. we're back in a moment. you just got a big bump in miles. so this is a great opportunity for an upgrade. sound good? great. because you're not you you're a whole airline... a

gilead sciences is adding 15 points to the overall gain year-to-date for the nasdaq 100.n here you have biogen another biotech company, up 20%. that's another 17 points. here is where things start getting interesting. amazon.com because it's a larger company has added 35 points and the one stock that's added by far and away the most to the nasdaq 100's year-to-date point gain is apple. 141 points. this is all through yesterday's close. you tally all those together you get 218 points. that's about what the nasdaq 100 has gained all year-to-date so far. so these five stocks account for every point and more of the gains so far. it's very interesting. it just goes to show you how much weight some of the larger cap stocks carry over the overall index, guys. >> what's fascinate something a lot of what people have said about the difference this time versus last time is that it's much more broad in the nasdaq the stock that are increasing contributing to the run up. i hear your report on this and i start to think maybe it is a little too top heavy. >> it's interesting because as