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May 4, 2013
05/13
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that's not how it's working at big pharma.hat money goes back to buying back stocks, plus the new approvals, give the company a decent earnings per share, that plus dividends in merck's case gives you a yield, satisfies everything you need from a capital preservation, preservation standpoint. however, if rates go up, the bonds are competitive with merck. this won't be headed down, it won't matter. cellgene, regeneron on the other hand, they have drugs that could be huge in the out years. we are paying up for them now to get in ahead of the bill big run in earnings. they are your capital appreciation chips. see, preservation, appreciation. and they can go higher in a stronger or weaker economy. sure, it takes all kind to make diversified portfolio. but the simple truth from the number one testing firm in the country, charles river, is they aren't spending what they need to spend on the long-term pipe liability while that can harvest that research they want, it is the long-term prospects, because we own them for the elixir of sh
that's not how it's working at big pharma.hat money goes back to buying back stocks, plus the new approvals, give the company a decent earnings per share, that plus dividends in merck's case gives you a yield, satisfies everything you need from a capital preservation, preservation standpoint. however, if rates go up, the bonds are competitive with merck. this won't be headed down, it won't matter. cellgene, regeneron on the other hand, they have drugs that could be huge in the out years. we are...
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May 20, 2013
05/13
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remember royalty pharma is out there with a 11.25 bid for elan. it will raise it for any moment.y'll go from 8.25. they're trying to pursue the same strategy as royalty pharma and elan are wondering about some of the deals they struck. >> it seems like these guys are out of the growth. out of the money from selling tysabri, but royalty pharma wants to buy them and it's irish takeover law and it will be coming with a higher bid for elan. >> that's all cooking in the la c-r-e-u-s-e-t. most expensive pot, so i know what i'm talking about. >> we'll go full speed ahead with kramer and his "mad dash" is next and more "squawk on the street" live from the nyse straight ahead. in today's markets, a lot can happen in a second. with fidelity's guaranteed one-second trade execution, we route your order to up to 75 market centers to look for the best possible price -- maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity investments. our one-second trade execution is one more innovative reason serious investors are cho
remember royalty pharma is out there with a 11.25 bid for elan. it will raise it for any moment.y'll go from 8.25. they're trying to pursue the same strategy as royalty pharma and elan are wondering about some of the deals they struck. >> it seems like these guys are out of the growth. out of the money from selling tysabri, but royalty pharma wants to buy them and it's irish takeover law and it will be coming with a higher bid for elan. >> that's all cooking in the la c-r-e-u-s-e-t....
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May 6, 2013
05/13
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i think pharma companies are really trying to get you to be compliant with your meds.ne way to do it is to go directly to that patient and say, hey, here's a way to get you a prescription very, very quickly. and the pills can be delivered to your house. >> okay. we'll have to watch and see whether or not this is something that, you know, takes a little bit more traction in the industry. thank you very much, all of you joining us today. >>> get your wallets ready. new legislation is working its way through capitol hill that will require online retailers to collect sales tax. we're going to debate this controversial issue next. >>> later on -- >> tony stark. i'm not afraid of you. >> yeah. with summer movie season just over two weeks away, not even here yet, wall street is already watching "iron man 3" closely to see if hollywood can revive lackluster ticket sales which were down 10% over the last year. that story coming up. and to a theater, next, coming up. at a dry cleaner, we replaced people with a machine. what? customers didn't like it. so why do banks do it? hello
i think pharma companies are really trying to get you to be compliant with your meds.ne way to do it is to go directly to that patient and say, hey, here's a way to get you a prescription very, very quickly. and the pills can be delivered to your house. >> okay. we'll have to watch and see whether or not this is something that, you know, takes a little bit more traction in the industry. thank you very much, all of you joining us today. >>> get your wallets ready. new legislation...
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May 14, 2013
05/13
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we heard from a company that's basically an arms dealer to the pharma and biotech industries. charles river plays a role in preclinical testing where they search for new compounds that might be worth studying in more depth. charles river told us they were seeing weakness right now, especially in the preclinical early stage business. that got me thinking. we know drug companies are spending plenty of money on research and development to discover new drugs and take them to the market after the trial process. those r & d budgets represent a finite pool of cash. if that money isn't going for the preclinical players, it has to be going somewhere else. we know they're spending. in other words, if charles river is losing, someone else is winning. the reason the pharma industry is spending money in preclinical studiess is these companies are spending more on the r & d budgets on later-stage clinical trials, think phase ii or phase iii. they want earnings per share and they want it now. we are seeing totally brand-new discoveries and research that can have a genuine payoff in the next
we heard from a company that's basically an arms dealer to the pharma and biotech industries. charles river plays a role in preclinical testing where they search for new compounds that might be worth studying in more depth. charles river told us they were seeing weakness right now, especially in the preclinical early stage business. that got me thinking. we know drug companies are spending plenty of money on research and development to discover new drugs and take them to the market after the...
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May 20, 2013
05/13
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FBC
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liz: speaking of pharma and larger pharma companies do you ever make-or-break a decision whether to callck a buy where there is potential they have to partner with a larger pharmaceutical name just to distribute a drug? is that sort of a net-net zero? >> we really when we do our valuations we do a discounted cash flow of potential sales approfits for the drug and we never factor in any kind of acquisition premiuu or any kind of speculation in terms of deals. david: what an exciting field to be in, biotechnology. it is really the cutting-edge of science lear. "morningstar"'s chief analyst for biotechnology karen andersen. congrats on being the top picker according to "the wall street journal". liz: great job. >> great. thanks, david. david: it is beginning to look like a smooth ride for tesla with shares through the roof right now. the company reported its first ever quarterly profit but, are there speed bumps in the road ahead for the automaker? is wall street getting a little overly optimistic about tesla? a bull and a bear duke it out. you don't want to miss this. straight ahead. liz:
liz: speaking of pharma and larger pharma companies do you ever make-or-break a decision whether to callck a buy where there is potential they have to partner with a larger pharmaceutical name just to distribute a drug? is that sort of a net-net zero? >> we really when we do our valuations we do a discounted cash flow of potential sales approfits for the drug and we never factor in any kind of acquisition premiuu or any kind of speculation in terms of deals. david: what an exciting field...
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May 9, 2013
05/13
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this is the sweet spot for pharma.ike when they try to figure out what's -- pick and shovel, like the '49 gold rush. >> colorful corporate history, too. started by a professor back at unc in durham and public tpg and bain restructuring, now public again. we'll talk with the ceo in a few minutes. >> these pharma companies need to make their quarters. they need to be able to demonstrate that they cut their costs. all these big pharma companies always have lowered their costs because they take business to quintiles. they do it. >> a global business. 27,000 employees. they help develop or commercialize all of the top 50 best selling drugs on the market. >> just a remarkable company. i think it didn't get its due before. charles river i think is so early stage and a lot of these -- only bioteches are doing really groundbreaking stuff. big pharmas just have to get those drugs out to the fda in order to make their quarter in year. this is the latest. this is the human trials. these guys do it. they're really good at their job
this is the sweet spot for pharma.ike when they try to figure out what's -- pick and shovel, like the '49 gold rush. >> colorful corporate history, too. started by a professor back at unc in durham and public tpg and bain restructuring, now public again. we'll talk with the ceo in a few minutes. >> these pharma companies need to make their quarters. they need to be able to demonstrate that they cut their costs. all these big pharma companies always have lowered their costs because...
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i think that's the most important thing that pharma has figured out. i'm tracking a case about a psychiatrist who claims that a major part of her job now is detox she has patients who come in a cocktail of medications from one primary care doctor who thinks he's an expert on bipolar disorder she gets the patients she says they're on all the wrong medications they're not bipolar they're depressed and then her job is to titrate the patient off these medications and get him on perhaps one medication for depression this is a future of psychiatry you could think about which is psychiatry is detox psychiatry more and more they're dealing with the poly pharmacy generated by primary care and in this case they asked the question their primary care doctor is writing all these atypical anti-psychotics we have millions of people that are being prescribed psychiatric medications sometimes appropriate use but a large part of that population is being prescribed psychiatric medication where it may not be warranted or indicated. but it's and to me it. is easy to. you.
i think that's the most important thing that pharma has figured out. i'm tracking a case about a psychiatrist who claims that a major part of her job now is detox she has patients who come in a cocktail of medications from one primary care doctor who thinks he's an expert on bipolar disorder she gets the patients she says they're on all the wrong medications they're not bipolar they're depressed and then her job is to titrate the patient off these medications and get him on perhaps one...
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May 18, 2013
05/13
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CNBC
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>> quest core pharma.es breaking up makes you better and makes you stronger and the best remedy for baxter as we've seen it in the other health care plays, just split yourself in two and you get 19% monday morning. don't move. "lightning round" is next. >>> it is time -- it is time for the lightning round on cramer's mad money -- [ indiscernible ] play until we hear this sound and then the lightning round is over. are you ready, skee-daddy? i want to start with nick in arizona. nick? >> how are you doing, man? >> couldn't be better. how about you? >> ubiquiti networks. >> you have to wait for the secondary and it's a big stock. let's go to richard in illinois. richard? >> mr. cramer, i want to thank you for all your help and guidance and today i want to know about cornerstone on demand. csnd. >> i recommended that stock after doing research on it when it was at 20 and now it's toubled. believe it or not, if you did buy it at the time and i recommend it, you should ring the register on some and this does so
>> quest core pharma.es breaking up makes you better and makes you stronger and the best remedy for baxter as we've seen it in the other health care plays, just split yourself in two and you get 19% monday morning. don't move. "lightning round" is next. >>> it is time -- it is time for the lightning round on cramer's mad money -- [ indiscernible ] play until we hear this sound and then the lightning round is over. are you ready, skee-daddy? i want to start with nick in...
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May 28, 2013
05/13
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CNBC
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astrazeneca to buy omthera pharma.p smartly on the news with omthera pharma up almost 100%. astrazeneca up 1.6. >> 100 in a day? i aye aye. >>> first up, jim, goldman sachs upgrading truia. expecting strong fundamentals driven by improving housing demands. up about 80% over the one year, do we like it? >> i don't really love it. i think baked in is the supposition there's room for two big players. the market has told us over the year that pzillow is the big brother. >> i got to tell you, if they've been neutral and now they tell me, i guess i don't feel all that comfortable about it. >> amen to that. >> bimo capital, to market from whichy underperform, raising the target. also increases targets, saying the opportunities remay despite the recent rally. what do they we? >> this call i don't dislike, because think cite the recovery, which i believe in the recovery. they also cite a regulation that could potentially move more shipping from trucks to rail. i like that story as well, too. i like the call despite the fact tha
astrazeneca to buy omthera pharma.p smartly on the news with omthera pharma up almost 100%. astrazeneca up 1.6. >> 100 in a day? i aye aye. >>> first up, jim, goldman sachs upgrading truia. expecting strong fundamentals driven by improving housing demands. up about 80% over the one year, do we like it? >> i don't really love it. i think baked in is the supposition there's room for two big players. the market has told us over the year that pzillow is the big brother....
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May 11, 2013
05/13
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KQEH
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the company confirmed talks with specialty pharma company. >> roughly in line with expectations but investors sold off concern about future profitability. the company makes elements for led video screens. display shares lost more than 17.5% and finished the day at 17.50. >> so we are waiting for your top four? >> okay. well the reasons that the markets going up, all of them remain in place which are that the fed is supplying enormous liquidity. third you have sensible valuations on equities based on long term valuations and finally in the type of environment that we're in, there is no powerful investment alternatives to stocks. bond provide low yields. gold doesn't compete. so you might as well own share of growing profits to get a total return in this type of environment. all of those conditions remain in place. >> do you believe we're in the middle of a long term secular market or in the early begins of one? >> we have been in one for sometime and the answer to that question depends on the news going forward. the risks that we have to watch are that there is tremendous speculation that has
the company confirmed talks with specialty pharma company. >> roughly in line with expectations but investors sold off concern about future profitability. the company makes elements for led video screens. display shares lost more than 17.5% and finished the day at 17.50. >> so we are waiting for your top four? >> okay. well the reasons that the markets going up, all of them remain in place which are that the fed is supplying enormous liquidity. third you have sensible...
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May 13, 2013
05/13
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FBC
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talking pharma with an amist, his last pick up 115%. what's he picking now?ss his advice. the federal reserve mapping a way to end the bond buying program. if it does, will you change your investment strategy? log on to facebook.com/afterthebell, and we'll read your answers later this hour. don't go away. ♪ the wright brothers became the first in flight. [ goodall ] i think the most amazing thing is how like us these chimpanzees are. [ laughing ] [ woman ] can u hear me? and you hear your voice? oh, it's exciting! [ man ] touchdown confirmed. we're safe on mars. [ chee and applause ] ♪ hi. [ baby fussing ] ♪ [ bab od,ssing ] whever business you're in, that's the business we're in. with premium service like one of the best on-time delivery records and a low claims ratio, we do whatever it takes to make your business our business. od. helping the world keep promises. ♪ >> this is your fox business brief, a mixed day on wall street after they are scaling back on the efforts to boost the economy. the closing bell, dow finished 26 points lower to 15091. interactiv
talking pharma with an amist, his last pick up 115%. what's he picking now?ss his advice. the federal reserve mapping a way to end the bond buying program. if it does, will you change your investment strategy? log on to facebook.com/afterthebell, and we'll read your answers later this hour. don't go away. ♪ the wright brothers became the first in flight. [ goodall ] i think the most amazing thing is how like us these chimpanzees are. [ laughing ] [ woman ] can u hear me? and you hear your...
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May 18, 2013
05/13
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CNBC
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>> quest core pharma.reaking up makes you better and makes you stronger and the best remedy for baxter as we've seen it in the other health care plays, just split yourself in two and you get 19% monday morning. don't move. "lightning round" is next. [ male announcer ] there are people who find their own path. and never back down. who believe the american dream doesn't just happen, it's something you have to work for. ♪ we're for those kinds of people. because we're that kind of airline. and we never stop looking for a better way. it's how we've grown into america's largest domestic airline. we are southwest. welcome aboard. >> it is time -- it is time for the lightning round on cramer's mad money -- on. [ indiscernible ] play until we hear this sound and then the lightning round is over. are you ready, skee-daddy? i want to start with nick in arizona. nick? >> how are you doing, man? >> couldn't be better. how about you? >> libeubiquiti networks. >> you have to wait for the secondary and it's a big stock.
>> quest core pharma.reaking up makes you better and makes you stronger and the best remedy for baxter as we've seen it in the other health care plays, just split yourself in two and you get 19% monday morning. don't move. "lightning round" is next. [ male announcer ] there are people who find their own path. and never back down. who believe the american dream doesn't just happen, it's something you have to work for. ♪ we're for those kinds of people. because we're that kind...
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May 18, 2013
05/13
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WBAL
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eye 176
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>> quest core pharma.reaking up makes you better and makes you stronger and the best remedy for baxter as we've seen it in the other health care plays, just split yourself in two and you get 19% monday morning. don't move. "lightning round" is next. >> it is time -- it is time for the lightning round on cramer's mad money -- on. play until we hear this sound and then the lightning round is over. are you ready, skee-daddy? i want to start with nick in arizona. nick? >> how are you doing, man? >> couldn't be better. how about you? >> ubiquiti networks. >> you have to wait for the secondary and it's a big stock. let's go to richard in illinois. richard? >> mr. cramer, i want to thank you for all your help and guidance and today i want to know about cornerstone on demand. csnd. >> i recommended that stock after doing research on it when it was at 20 and now it's doubled. believe it or not, if you did buy it at the time and i recommend it, you should ring the register on some and this does social networking and
>> quest core pharma.reaking up makes you better and makes you stronger and the best remedy for baxter as we've seen it in the other health care plays, just split yourself in two and you get 19% monday morning. don't move. "lightning round" is next. >> it is time -- it is time for the lightning round on cramer's mad money -- on. play until we hear this sound and then the lightning round is over. are you ready, skee-daddy? i want to start with nick in arizona. nick?...
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May 2, 2013
05/13
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it seems big pharma.e big farm pa companies who you think would have a vision for the future are cutting back on the basic research to try to milk their current phase 3 drugs. >> yeah, the drug companies for a while have been putting an emphasis on the clinic because they have a lot of drugs rolling out patent and they have to fix the gap, the inevitable gap they may have. i think that emphasis makes some sense for the short-therapy. we are hearing more of our clients are beginning to spend more money on early discovery than they have for the last few years and also more money on developing drug drugs that have been languishing in the pipeline for a while. so we do think that the emphasis is going to balance back out. that's really important for the drug companies in order to have robust pipelines as you opened the show talking about four, five, six years from now. and i do think they're acknowledging. that i think many of the drug companies have better pipelines as a result of this and also for us, if th
it seems big pharma.e big farm pa companies who you think would have a vision for the future are cutting back on the basic research to try to milk their current phase 3 drugs. >> yeah, the drug companies for a while have been putting an emphasis on the clinic because they have a lot of drugs rolling out patent and they have to fix the gap, the inevitable gap they may have. i think that emphasis makes some sense for the short-therapy. we are hearing more of our clients are beginning to...
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overwhelming them but the whole push at those institutions is to get a medicated short term stay pharma mouth they have people checking in on them but not a lot of. socialists' not a lot of care of our pharmaceuticals maybe cash to survive in our economy and then you come across the street with your great apes and if they have psychological issues or psychiatric problems they're addressed immediately it's a fine tuned approach they incorporate the same psychiatric methodology in psychiatric thinking in styles of care and they hopped in and get the right results with in an institutional setting. where in the big families and. and michael and i have lived here for the overall. that almost to the day ranges seen some had some experiences with invisible or she actually screwed up. in the man but rushed on it i'm a little freaked from that first time. this is. definitely a big for the lives in people's minds where the differences between the lookers on in your mind and what goes on reality i don't think we've got that all figured out yet. my brain is a beast. i am severely bipolar they call
overwhelming them but the whole push at those institutions is to get a medicated short term stay pharma mouth they have people checking in on them but not a lot of. socialists' not a lot of care of our pharmaceuticals maybe cash to survive in our economy and then you come across the street with your great apes and if they have psychological issues or psychiatric problems they're addressed immediately it's a fine tuned approach they incorporate the same psychiatric methodology in psychiatric...
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May 10, 2013
05/13
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KICU
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another factor for pharma investors to consider: the impact of healthcare reform. "about 20-30 million people will gain healthcare access in the next two to three years. that is a massive amount about to hit the market." damien conover at morningstar predicts as a group, pharmaceuticals may grow as much as 5% annually, with dividend yields of close to 4%. the financial crisis did more than damage portfolios. a new study shows a whopping 93% of financial advisors experienced post-tramatic stress disorder following the economic fallout in 2008. symptoms include sleepless nights and intense feelings of anxiety or fear. as the market swings to new highs, the study says many advisors are changing investment strategies in order to avoid getting caught in a downward spiral. the report did not menton the health conditions of their cleints. quintiles is joining the team of strong ipos this quarter. stock in the drug-testing firm opened at $40, shot up 11% mid- day, and closed around $42. quintiles leads a line of companies going public this week in a surging stock market. o
another factor for pharma investors to consider: the impact of healthcare reform. "about 20-30 million people will gain healthcare access in the next two to three years. that is a massive amount about to hit the market." damien conover at morningstar predicts as a group, pharmaceuticals may grow as much as 5% annually, with dividend yields of close to 4%. the financial crisis did more than damage portfolios. a new study shows a whopping 93% of financial advisors experienced...
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May 17, 2013
05/13
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KICU
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and swiss pharma company roche holdings tested a single drug, which also reduced tumor growth. that stock is also up for the year. the ipo market remains brisk. this week homebuilder william lyon homes gained 2% in its opening day of trading thursday. tableau software debuts today under ticker symbol "data" on the new york stock exchange. the company has a market cap of $1.7 billion after upping its price target ahead of its opening day. and happy "public" birthday to facebook. the social network became a public company one year ago oy 38 per share. stock last closed at $26. coming up on the show, a trader offers ideas on what investors should do if they are waiting for the stock to go above its ipo level. results are disturbing from a round of safety crash tests of suvs. out of 13 popular compact suvs on the road, only two passed the safety test. the insurance institute for highway safety rated the subaru forester the safest, while the mitsubishi outlander sport was deemed "acceptable." the ford escape, buick encore and jeep patriot were among those rated "poor." the new test
and swiss pharma company roche holdings tested a single drug, which also reduced tumor growth. that stock is also up for the year. the ipo market remains brisk. this week homebuilder william lyon homes gained 2% in its opening day of trading thursday. tableau software debuts today under ticker symbol "data" on the new york stock exchange. the company has a market cap of $1.7 billion after upping its price target ahead of its opening day. and happy "public" birthday to...
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May 28, 2013
05/13
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KRCB
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jefferies upgraded it to buy from hold and it describes it as the best restructuring plays in the pharma a backhanded compliment. they pushed merck up almost 1% before it fell back to close a 4762. unitedhealthca unitedhealthcare, another dow component and humana announced they will offer small employers, a self-insurance option this year as companies mitigate the 2014 cost of the affordable health carry. it closed at 63.34 and humana up similarly. moody's raised the outlook from negative to stable, that and the housing news made financials attractive today and state reet, the big tst bk was the leader of the pack. statestreet shares rose more than 2% to 57.15. >> ford zoomed to a 52-week high today after kelly blue book predicted sales rise by 8.7% in may and ford boosted by a "barron's" report suggesting that europe's demand for new vehicles is bottoming and that forced profit is likely to accelerate as the european economy improves. it is up $15.28. that's an increase of more than 3%. net app, this is the data storage company announced it has ceified cisco's new storage switches and w
jefferies upgraded it to buy from hold and it describes it as the best restructuring plays in the pharma a backhanded compliment. they pushed merck up almost 1% before it fell back to close a 4762. unitedhealthca unitedhealthcare, another dow component and humana announced they will offer small employers, a self-insurance option this year as companies mitigate the 2014 cost of the affordable health carry. it closed at 63.34 and humana up similarly. moody's raised the outlook from negative to...
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ryder we're not going to cross a line where two red square to archie's andrew pharma andrew we've been watching that this is a spectacular parade what can you tell us from your end what it has been a privilege to be here you might you might also been able to tell from the pictures it has been boiling hope we've been blessed with blue skies throughout this parade and it's a victory by victory day parade it has been very successful as you just saw it started with the march of ten thousand soldiers in unison across this iconic setting we then had the great.
ryder we're not going to cross a line where two red square to archie's andrew pharma andrew we've been watching that this is a spectacular parade what can you tell us from your end what it has been a privilege to be here you might you might also been able to tell from the pictures it has been boiling hope we've been blessed with blue skies throughout this parade and it's a victory by victory day parade it has been very successful as you just saw it started with the march of ten thousand...
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welcome you watching our team with make sure and pharma. the u.n. is calling for the immediate release of four of its peacekeepers held by syrian rebels the peacekeepers were abducted in the golan heights the demilitarized zone between syria and israel is our middle east correspondent. i've just gotten off the phone with the deputy chief of staff for the united nations peacekeeping force in the area and he says that they are definitely remaining there this follows the kidnapping of four filipino u.n. peacekeepers who are being held in the ceasefire between syria and the israeli side of the golan heights now that is almost a no man's land not the israeli nor syrian forces can go operate in that area what we do know is that they were abducted while on patrol the u.n. does say that efforts are under way to secure their release and according to the u.n. chief banking moon he has strongly condemned the abductions and he has called for the immediate release of these peacekeepers a syrian group by the name of the martyrs of lamarck published a photo that i
welcome you watching our team with make sure and pharma. the u.n. is calling for the immediate release of four of its peacekeepers held by syrian rebels the peacekeepers were abducted in the golan heights the demilitarized zone between syria and israel is our middle east correspondent. i've just gotten off the phone with the deputy chief of staff for the united nations peacekeeping force in the area and he says that they are definitely remaining there this follows the kidnapping of four...
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bloodiest war in history as well as those who sacrificed their lives to liberate the world through pharma was at the main military display on red square a little early. it has been another precedent victory day parade here on red square it started with ten three in unison across this iconic setting and it is the day that i see unified russia on the floor when soviet states visit date that is used to celebrate victory i think it would also want. to break. the. law to the right feeling to walk around three million that are still alive and kids and i there are some that even took part in the very first thing they write here in red square ninety four to my after they returned from the front line victorious during the right we have also seen impressive display of russian military hardware thanks to those massive this although he's also. i think i think do you think if they chose it would please say to technology let me start with a message from president putin to price the courage of by invoking the great country off to war and also insisting the world must live in the world it could to secure
bloodiest war in history as well as those who sacrificed their lives to liberate the world through pharma was at the main military display on red square a little early. it has been another precedent victory day parade here on red square it started with ten three in unison across this iconic setting and it is the day that i see unified russia on the floor when soviet states visit date that is used to celebrate victory i think it would also want. to break. the. law to the right feeling to walk...
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May 5, 2013
05/13
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CSPAN2
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>> guest: the marketing of drugs is very slick, and one of the biggest things that pharma depends on are beautiful tv commercials. we are the only civilized country besides, i think, new zealand that allows pharmaceutical drugs, you know, medical drugs to be advertised on television in 60-second increments. you hear that lush, beautiful music, you see these happy, healthy people running around, and you can barely hear the disclaimers that are flashing across the screen. and so a lot of people, you know, who want to feel healthy and happy will go to their doctor the next week and ask for that particular drug. and that's part of the waste that's in our system. and i think if we prevented or if we prohibited the marketing of drugs in that way, we'd be a lot healthier. >> host: first call for kathleen sharp comes from david in shreveport, louisiana. david, go ahead, please. >> caller: yes, how you doing, kathleen? my mother was -- [inaudible] we think to her death with heart problems. we live in the south. women like to take -- i'd really like to take more responsibility for my health, i
>> guest: the marketing of drugs is very slick, and one of the biggest things that pharma depends on are beautiful tv commercials. we are the only civilized country besides, i think, new zealand that allows pharmaceutical drugs, you know, medical drugs to be advertised on television in 60-second increments. you hear that lush, beautiful music, you see these happy, healthy people running around, and you can barely hear the disclaimers that are flashing across the screen. and so a lot of...
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pharma. this week russia criticised the un general assembly resolution on syria saying it was a one sided text which condemned president assad's regime without leveling blame on opposition forces who are also being accused of atrocities verifying evidence is difficult but there's been a surge in videos posted online that appear to show brutality by both sides this is among the latest members of the syrian opposition executing eleven government troops it took place in the city of they all saw in the north east of the country and a few days earlier these shocking images were released a syrian rebel fighter seemingly cuts out the heart and lung of a dead uniformed soldier an act that was even condemned by the syrian opposition but fail to draw strong criticism from the un general assembly some analysts say it demonstrates the un selective stance on the conflict the u.n. resolution also expressed outrage at the rapidly increasing death toll it is estimated eighty thousand people have been killed
pharma. this week russia criticised the un general assembly resolution on syria saying it was a one sided text which condemned president assad's regime without leveling blame on opposition forces who are also being accused of atrocities verifying evidence is difficult but there's been a surge in videos posted online that appear to show brutality by both sides this is among the latest members of the syrian opposition executing eleven government troops it took place in the city of they all saw in...
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May 10, 2013
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how about this covidien, it was spinning off its pharma business, doing substantially better than the&p over the same time frame. covidien will trade under mnk. healthcare got behind abbott labs, a national breakup in 2011. at the time the company had 95 million. breakup finally occurred this january. now abbott labs worth 141 billion. 46 billion just by announcing the company is splitting. there is fortune brands, split into beans, the home and security for faucets, and locks. i recommended it when it happened. it is up 42%. i recommended fortune brand securities two months later, a 126% gain. october, 2012, i said buy news corp. they announced the stock did very well today. they got behind it as a breakup play. ahead of the market, after wall corps, a 70% gain, much better than the s&p gain of 20%. last may, dean foods, because i thought they could make a bundle taking their natural and organic business public. that's what they did. 34% gain. all this because of the stroke of the pen. since then, it's announced a major assets sales, 34% gain. 13% gain for the s&p. here's the bottom
how about this covidien, it was spinning off its pharma business, doing substantially better than the&p over the same time frame. covidien will trade under mnk. healthcare got behind abbott labs, a national breakup in 2011. at the time the company had 95 million. breakup finally occurred this january. now abbott labs worth 141 billion. 46 billion just by announcing the company is splitting. there is fortune brands, split into beans, the home and security for faucets, and locks. i...
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May 3, 2013
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biotech and pharma, potentially. some of those more utilities.have really rallied in the last several months, while still great stories are probably a little bit overpriced. we tend to think more, what hasn't participated, what hasn't been beaten down and focus on those areas. i think that's where we're oriented. >> what about you, matt, what would you sell in may? >> i totally disagree. i'd sell the netflix and look to take profits potentially in the money sector banks and have a good run. i think if they do get beat up over the summer month, there is some profit-taking there. focus on dividends, if you think volatility will work. if we see a summer swoon, i'd rather be in dividends than stocks more aggressive vs. conservative. >> quickly, mark, your thoughts on the markets today and where do we go from here? >> well, i mean, certainly, it saw somewhat of a relief. the jobs number was much better than expected. i think you need to get in and see consistency. some of your other guests have said get what's also underneath this number? is it maneuv
biotech and pharma, potentially. some of those more utilities.have really rallied in the last several months, while still great stories are probably a little bit overpriced. we tend to think more, what hasn't participated, what hasn't been beaten down and focus on those areas. i think that's where we're oriented. >> what about you, matt, what would you sell in may? >> i totally disagree. i'd sell the netflix and look to take profits potentially in the money sector banks and have a...
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May 6, 2013
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it's really done to just outsource a really cumbersome task that big pharma doesn't have a lot of economicsn. i think there's different motivations here besides gaining more roprofit. >> hang on. why wouldn't pfizer make more profit? for example, if i was someone who went and got counterfeit viagra and now it's actually easy to get real viagra online through pfizer, why wouldn't i go and do that which would mean more money for the company? >> that's a good point. i don't think they're going to save -- or make more money per pill they sell but they may capture more of the market by getting rid of the folks purchasing some of the counterfeit drugs. by that standpoint, yes, they would make some more money with this program. >> who loses out in the long run? >> in the long run, you know, i don't think we see a lot of losers here. really you're seeing a lot of the illegal drug trade potentially lose out which is a good thing for drug companies. there's been a lot of problems with the distribution chains with generics pushing in that just aren't authorized. i think that that could be a big win fo
it's really done to just outsource a really cumbersome task that big pharma doesn't have a lot of economicsn. i think there's different motivations here besides gaining more roprofit. >> hang on. why wouldn't pfizer make more profit? for example, if i was someone who went and got counterfeit viagra and now it's actually easy to get real viagra online through pfizer, why wouldn't i go and do that which would mean more money for the company? >> that's a good point. i don't think...
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May 29, 2013
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also pharma had been on a tear. average about 4% for the sector.t on. mortgage rates rise. they have risen significantly in the past four weeks. having its worst day in about six weeks. sue? >> josh, thank you. to the nasdaq now. also a negative day but are things getting a little better? >> we have an awful lot of big stocks bucking the trend. among them, apple seeming to get a little bit of push. he is saying apple getting close to having a low end phone. and meeker saying we now share 5 million photos a day. bioteches and the small caps which were yesterday's leaders are giving back the most. back to you. >> time now for our series, the power pitch where entrepreneurs race against the clock to prove they have what it takes to be the next big thing. >> this is the power pitch where start-ups get just one minute, 60 seconds to make their pitch and our panel will ask questions about their business and business model and bring you insight into the world of entrepreneurships and start ups. jonathan schwartz, the ceo of care zone that helps parents an
also pharma had been on a tear. average about 4% for the sector.t on. mortgage rates rise. they have risen significantly in the past four weeks. having its worst day in about six weeks. sue? >> josh, thank you. to the nasdaq now. also a negative day but are things getting a little better? >> we have an awful lot of big stocks bucking the trend. among them, apple seeming to get a little bit of push. he is saying apple getting close to having a low end phone. and meeker saying we now...
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i know you say consumer discretionary, industrials and tech over utilities and pharma these days.> we think, the best leverage, both in terms of value and in terms of a positive surprise will be with the most economically sensitive second, to. and that's the consumer discretionary, over the staples, the industrials and tech over the utilities and the pharma which tend to be places to hide in a bad market. tracy: milton he is rought at this, your -- ezrati's your lips to god's ears. we hope we have a nice calm summer. we'll talk to you soon. >> thank you. ashley: all right. well the pentagon is openly blasting china for hacking into u.s. government computer systems, prompting a harsh denial from the chinese. with more on this story, emac, liz macdonald with emac's bottom line. chinese.go again. >> the first explicit statement from the pentagon saying essentially china is breaking into u.s. government computers and what are they looking for? they're getting information that they're looking for satellite technology, drone technology and also policy as well as software and here is dav
i know you say consumer discretionary, industrials and tech over utilities and pharma these days.> we think, the best leverage, both in terms of value and in terms of a positive surprise will be with the most economically sensitive second, to. and that's the consumer discretionary, over the staples, the industrials and tech over the utilities and the pharma which tend to be places to hide in a bad market. tracy: milton he is rought at this, your -- ezrati's your lips to god's ears. we hope...
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May 1, 2013
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the pharma business is moving now that they've launched a few drugs and finally are starting to fix thethat plagued them for almost three years now. general mills is a great consumer staple stock, great cashflow, very similar to what warren buffett saw. it's a great long-term hold. >> great to have you on. >> thanks for having me. >> all right. thanks for coming on. jeff jonas. let's look at the drops and pops. western union popping 5%. >> yeah. well, very strong numbers here, judge, and the stock opened down and then turned and burned to the upside. a very strong performance and i think people that stuck with them are happy about it. >> simon, how about oracle? >> oracle did well. it came out with a report that said the miss on the last quarter was an anomaly. expecting expansion in the margins and growth going forward. >> nice job. on the fly. cliff's natural. >> this is another commodity-related name. iron ore is their main business. i think it's a dead cap bounce in the stock like commodities. >> you know this is "the half time" show, right? >> i was in the 5:00 show. >> he can shak
the pharma business is moving now that they've launched a few drugs and finally are starting to fix thethat plagued them for almost three years now. general mills is a great consumer staple stock, great cashflow, very similar to what warren buffett saw. it's a great long-term hold. >> great to have you on. >> thanks for having me. >> all right. thanks for coming on. jeff jonas. let's look at the drops and pops. western union popping 5%. >> yeah. well, very strong numbers...
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May 9, 2013
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. >> i'm looking at teva pharma. >> no, that is a don't buy, it's got real disappointments with a drug over eventually. it will go off patent eric in massachusetts. >> caller: eric from boston. boo-yah, to you, jim. my stock arm holdings. >> it just went up 10% in the stocks rally. let it come down then buy, buy, buy, buy you know i was rights intel, i said it, i was right. let go to ken in michigan. ken. >> caller: a big, bbbbb boo-yah. >> i love that stuttered boo-yah. i have always been a spartans fan. it was a the name of my high school team. >> caller: cramer, my stock is biogen. >> biogen is coming back. i think it will go to 200. people will say it's head and shoulders. i don't care. joe in connect. joe. >> caller: a big boo-yah to you in connecticut, mr. cramer. >> nice. >> caller: the stock i want to ask you about is nokia. >> the other day i saw that, amd is up guy janetically. i think 55 can go to 45. lisa in missouri. >> caller: hi, i want to tell you, your staff is so nice. >> they're the greatest. >> caller: and my question is about molz, mondelez. >> not a bad quarter. g
. >> i'm looking at teva pharma. >> no, that is a don't buy, it's got real disappointments with a drug over eventually. it will go off patent eric in massachusetts. >> caller: eric from boston. boo-yah, to you, jim. my stock arm holdings. >> it just went up 10% in the stocks rally. let it come down then buy, buy, buy, buy you know i was rights intel, i said it, i was right. let go to ken in michigan. ken. >> caller: a big, bbbbb boo-yah. >> i love that...
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May 29, 2013
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you have pharma, a sector that a lot of sectors move to for strong yields. home builders, another sector to look at, hurting as mortgage rates rise. rates have risen significantly in the past four weeks. the u.s. home construction etf having its worst day in about six weeks. we will end on a bright note. we did have the fdic. here was the headline saying bank income in the first quarter hit an all time high. you can see the banks bucking the trend and in the green here today. mandy, back to you. >> you are absolutely right. rick santelli is over on the beat. we saw the ten-year yield get up to 2.23%. how are we doing now? >> you saved about nine basis points off of that. i almost find it more fascinating that since may 1, which is the second day of the two-day fed meeting we had employment data and at that time it was around 162, 163. going back to april of 2012, which may be a negative sign as we have been talking about for funding of mortgages. it will correlate to the stee n steepening curve. one other issue, when we're all trying to look at interest rate
you have pharma, a sector that a lot of sectors move to for strong yields. home builders, another sector to look at, hurting as mortgage rates rise. rates have risen significantly in the past four weeks. the u.s. home construction etf having its worst day in about six weeks. we will end on a bright note. we did have the fdic. here was the headline saying bank income in the first quarter hit an all time high. you can see the banks bucking the trend and in the green here today. mandy, back to...
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May 29, 2013
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pharma forurn to big the insurance industry. we turn to you and say, please call. 866-359-4334. make the call that makes it possible. $200, and the book and the three dvd's. make a call that makes a difference. when laura poitras said how difficult it was for her to be a journalist, to speak on the phone, to talk to her sources, in this country, if she does not want to be surveiled or my turn. call right now and let us know that you're there. if you want a bumper sticker, yours for $25. if you want the democracy now! mug, this one is wonderful but you would get a clean one. yellow or blue, and you can get either one for a $100 contribution. if you want two monks and our own brand of fair trade coffee, that is yours for $75. the ground coffee and both months together, $200. if you call 866-359-4334. make the call that makes all this possible. jeremy scahill has been traveling the country with his new book. next week, his film is opening around the country. you can check that out at dirtywars.org. he is having an event in new york and then the film will open up all over. check the
pharma forurn to big the insurance industry. we turn to you and say, please call. 866-359-4334. make the call that makes it possible. $200, and the book and the three dvd's. make a call that makes a difference. when laura poitras said how difficult it was for her to be a journalist, to speak on the phone, to talk to her sources, in this country, if she does not want to be surveiled or my turn. call right now and let us know that you're there. if you want a bumper sticker, yours for $25. if you...