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

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

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

look at that regeneron. the more speculative biotech high risk, high reward stocks, the sereptas that can give you enormous gain when you get them right. the past week we've been looking at the slow and steady big pharma companies that have been doing so well on the first quarter. this last group, they didn't have as much sex appeal, but they're the kind of defensive high yielding dif didn't stocks that everybody should own at least one of in their portfolio, and even in the ugliest moments today, they were shining. now, the drug stocks have been roaring since the beginning of the year. i have tried to be a little creative with my recommendations looking for cheaper ways to play the space. for instance, i told you to consider the brothers johnson, j&j. a break-up play that could go higher with the stroke of the pen they're going to report next week. i said i like merck. they can now play catch-up with so much in the pipe, and i got buying glascos smith cline. they have hope for some blockbusters. we saved be

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

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

now, last week i highlighted the larger biotechs, celgene, gilead, biogen, and regeneron.ast one a little controversial but i've got to tell you it's moving on up. i'm far from finished, though, exploring this theme. this week we're going to take a closer look at some liflt smaller drug stocks that, yes, are far more speculative but have some promising drug pipelines and bright futures. for starters we have to talk about one of my favorite areas in all of pharma, the orphan drug space. if you're a biotech company you want orphan drugs, no doubt about it. for those who don't remember, what's an orphan? an orphan drug is one that treats an incredibly rare disease, not that many people have. how rare? in the united states it's a disease that afflicts less than 200,000 people. and in europe one that occurs in no more than .045 of the population. one reason is the fda tends to go much easier on orphan drugs because they know there aren't any other alternatives for people with these rare diseases. second, once orphan drugs get approved, the companies that make them are allowed t

you can buy a regeneron with hope the anti-cholesterol drug works when other statins fail. say maybe they are going to cure multiple parts of cancer. can you do that because in your 20s you got years and years to see if somebody gets it right. >> reversing what we saw yesterday, the downdraft in shares of all the major biotechs. all of those reverseing today. not quite as up as they were down. nonetheless the buyer flocking back to those names. >> you mentioned -- we got to watch -- cell gene allegedly disappointed. you know who's trading on returnings? bristol-myers. they did not deliver what was expect pd. >> regeneron is going to start to see some volume in the next few days. haven't done harley here yet, jim. they did match with 99 cents. their shipment forecast for basically intact. shipments up 17%. gross margins up to 37. >> domestic players are doing so well. compare that to 3m. 3m is a great american company that happens to do many and many things overseas, lets the united states in overseas. harley a uniquely american name. americans are spending. harley obviously