- and by the way, happy birthday to 24 years of the ipo of regeneron.reat stock. great company. >> there will be a few -- there will be a regeneron, a lexi on, a celgene. but it's also mathematically certain all 17, 2 billion market cap higher are not going to be regenerons and gileads. that's just a given. but just like big stocks, these are not big baskets and assume the winners will carry the losers. >> it was a pleasure having you on. we hope you will come back to "fast money." >> i'm always here. >> the chairman of biogen. >> keep going. >> yeah, your shot with biotech. >> yeah, i mean, you could pull up a chart. if you can pair biotech in this current bull market to computer stocks in the bubble period, very different chart. looks very different on a chart. but, you know, mentioned a very important thing. and we say this all of the time. it's not going to be a biotech-centric event that derails biotech. it's going to be a sector that shows more promising growth, period. >> or a marketing event. >> or liquidity. >> ring the register. >> that's wher

it's not a knock on regeneron.just amgen is more attractive on valuation. >>> come up on "mad money" tonight, cramer has got an exclusive with the ceo of ventas. jim's take on why solar stock has a bright future. and a new addition to his wall of shame. more on "mad money." up next we have your first move tomorrow. stay tuned. time and sales data. split second stats. it's so close to the options floor. you'll bust your brain-box. all on thinkorswim. from td ameritrade let me talk to you about retirement. a 401(k) is the most sound way to go. let's talk asset allocation. sure. you seem knowledgeable, professional. would you trust me as your financial advisor? i would. i would indeed. well, let's be clear here. i'm actually a dj. [ dance music plays ] [laughs] no way! i have no financial experience at all. that really is you? if they're not a cfp pro, you just don't know. find a certified financial planner professional who's thoroughly vetted at letsmakeaplan.org. cfp -- work with the highest standard. mileageplus® e

i am a fan of gilead as i am a fan of regeneron and biogen as they are the four horse men that i wrote about. greg in new york. greg greg. >> good evening. i'm trying to find out what's wrong with alcoa. >> people are concerned about the price of aluminum. people feel that alcoa is going to be hurt by chinese dumping. i don't think they're going to dump. i think they need it. it changed the equation. i'm viewing alcoa where it will be six months to a year from now. therefore i think i said it it's a buy. dick in virginia. >> hi a great big booyah. congratulations on your wedding and health and long life to you. >> thank you, same. >> their earnings are decelebrating and and it's rather high. they're going to nail it. and the second is gilead's earnings are due out next week. i wonder if that's the escape into earnings. >> they have to be able to show what they're going to do with their cash because the hep c drug is generating so much of it. we get even more dayta about that alzheimer's drug and then we have the number that's not so hot. every time these stocks get hit, they have somet

buying shares for themself or an outsider coca-cola with keurig and green mountain and santa fe with regeneron, three situations where the shorts kept shorting and they got crushed. they should have done buy, not shorting. it's almost like drawing a line in the sand for the shorts. our stock goes this low and no lower. this is an explosive combination of that kind of insider buying and a stock that is heavily shorted, one that often leads to a hort squeeze that sends the stocks much higher. shorts are smart. in fact a lot of the time they tend to be real smart, much smarter for the most part i've found than what we call long side investors but don't know more about a business than the insiders who run it. if a lot of people are shorting a stock and management is buying it in sizable amount not just in 100 share worth, then you should start doing homework and usually you'll want to size with management and then you can ride it higher and higher and higher and true jackie wilson style and i regard the santa fe and coca-cola buys particularly of keurig and monster as being inside light buys. the

>> well, i like regeneron, which does earn money. among the big fellows. and somewhat smaller company in switzerland called actelion, both have marvelous new product outlooks and i'm really emphasizing that in my enthusiasm. >> sam, it's steve. prior biotech cycles have been hurt by a couple things, either a lot of bad ipos come out and casual investors get in, don't understand, flow of funds come out, and also bad trial results. it's been a few years before we've -- it's been a few years since we have actually seen a big visible trial blow up. do you think those are going to be the typical bell ringers this time, or are we built now in this sector to endure past that? >> we will not endure past failed trials. those will happen and the stocks will get crushed. so that's not a thing of the past. that's -- >> i'm talking about the sectors as a whole, not the equities. >> sometimes -- sometimes the group of stocks responds to a single busted trial. more frequently, in fact, on the other side, some merger and acquisition activity in a mid size or big one, that

regeneron will be exceptional. biogen is an alzheimer's story. celgene, it can still come in. other drugs i expect to kind of take the place of revelen some day. some people think the patent is not as good as it is. i like celgene but not at this price. >> we'll watch celgene. down about 3%. we've got the opening bell coming up about 6 1/2, six minutes from now. female announcer: sleep train's interest free for 3 event! ends sunday. it's your last chance to get three years interest-free financing on beautyrest black, stearns & foster serta icomfort even tempur-pedic. plus, get free delivery, and sleep train's 100-day low price guarantee. but hurry! sleep train's interest free for 3 event ends sunday. ...guaranteed! ♪ sleep train ♪ ♪ your ticket to a better night's sleep ♪ >>> you are watching "squawk on the street" on cnbc. so much goes on as we close out the month of april. a bunch of data out of europe. german retail sales were above expectations. spanish gdp best since '08. >> makes we want to sell the dollar and buy the euro. i'm not alone, o

it's not like you are sitting here talking about a company like regeneron or gilead who just invented. these are not companies that have the right to have a food fight. it's a food fight. >> it is it is indeed. teva for its part says it will keep its pursuit up. we will see how it goes. >> dean warner needs to get involved. >> drunk fat and stupid is snow way to go through life son. >> let's head through the bond pits. rick santelli is in chicago. >> good morning. you look at the curves the two year and 30-year, they are up three basis points. if you look at the midzles, fives and tens are up two huge basis points a. parallel shift on a first day of a two-day fed meeting. you look at with one day and two day of tens you can see there are a lot of technic also on the one day we traded above the overnight high yield we popped. all those yields fit in nicely with taking out yesterday's high yield. you open up the chart to 17. remember, the last fed meeting was the 18th of march. today is the 30th. 3-0, 30th session. >> that continues to act as though it wants to close in the range betwee

now among the biggest losers today, universal health services regeneron, abbvie down by 3% or more soion. back over to you. >> thank you, dom. over to chicago now. to the cme group. rick santelli's got the santelli exchange. good morning, rick. >> good morning. indeed today is an important morning whether it's the data jobs data for adp. i'd like to welcome my guest, richard farr thanks for taking the time. >> thank you for having me on, rick. >> all right. i guess let's start at the adp, it was a bit of a disappointment but it's not the end of the world, still close to 200,000 jobs. did you have any observations on private hiring outside of the government to reflect in that number this morning? >> yeah you know rick it's a fine number anything around 200 is fine number. anything around 200 is consistent. what you see in the data is the slow down in manufacturing. that's consistent with all the data you see in the build of durable goods inventory. we still believe the u.s. is in a transition of the energy boom and manufacturing boom. more consumer housing led economy. >> so wait. you'