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Jul 23, 2015
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. >> regeneron, two questions around it. approval is expected. the first is how broadly will it be recommended? to find patient population? remember last month when the panel met, it was more conservative on which patient should get the drug. if that comes in out of surprise thanks could move the stock. the second question that will be huge is where this drug is going to be priced. regeneron will be the first in the market and amigon is on the heels. they got approval in europe. amgen is the first in the world but regeneron could be first in the united states. how broad and much will it cost. >> how much -- that's hard to answer but we're looking at a stock up 35%. >> regeneron is remarkable. ever core initiated saying it could be the best biotech company on the planet and initiated with the hold because evaluation has gone up. a lot of this, expectation is priced in here. a slow lunch getting reimbur reimburseme reimbursement? it really does help lower the risk of heart attacks and strokes or recoup the investment. >> have to let you go. meg ter
. >> regeneron, two questions around it. approval is expected. the first is how broadly will it be recommended? to find patient population? remember last month when the panel met, it was more conservative on which patient should get the drug. if that comes in out of surprise thanks could move the stock. the second question that will be huge is where this drug is going to be priced. regeneron will be the first in the market and amigon is on the heels. they got approval in europe. amgen is...
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Jul 24, 2015
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again regeneron halted down 2.6%.soon as that stock reopens for trade, we'll bring you that. >>> pimco's mark kiesel joins us. >>> oil's moving lower as the final trades cross for the day. crude close is cloming up when "power lunch" comes right back. no branches equals great rates. it's a fact. kind of like shopping hungry equals overshopping. ah! aflac? aflac! i thought you said this guy was the best? oh, he's a horrible stylist. gah? but he's the best at paying claims fast! really... mmhmm. paid mine in just one day. one day? yea. aaaflaaaac! in just one day, we approve and pay. one day pay, only from aflac. at ally bank no branches equals great rates. it's a fact. kind of like mute buttons equal danger. ...that sound good? not being on this phone call sounds good. it's not muted. was that you jason? it was geoffrey! it was jason. it could've been brenda. >>> check on your headlines at this hour -- shares of johnson controls today down 12% in a month the company matching expectations. johnson also saying it will sp
again regeneron halted down 2.6%.soon as that stock reopens for trade, we'll bring you that. >>> pimco's mark kiesel joins us. >>> oil's moving lower as the final trades cross for the day. crude close is cloming up when "power lunch" comes right back. no branches equals great rates. it's a fact. kind of like shopping hungry equals overshopping. ah! aflac? aflac! i thought you said this guy was the best? oh, he's a horrible stylist. gah? but he's the best at paying...
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Jul 24, 2015
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regeneron shares still halted.egeneron and sanofi getting the green light on a new class of cholesterol drugs. >> analysts estimate peak annual sales $4.8 billion. that will come after a few years. the companies haven't shown the effect these drugs have reducing heart attack and stroke risk. they seem to be inline with expectations or broader than expected. they say this could be beneficial for 8 to 10 million people who fall into this category for whom this drug is approved. >> there is so much focus on cost. health care approvals and mergers. we are talking about cancer drugs that are so expensive. what about this? what are the costs of this? >> that is the key question from the macro and stock perspective. we don't know what the price is. it could be $10,000 per year per paying. pharmacy benefits managers and payers have said the number of patient whose could take these drugs could mean $100 billion in costs to the system. you are seeing interesting stock movement in other companies. amgen not moving as much. es
regeneron shares still halted.egeneron and sanofi getting the green light on a new class of cholesterol drugs. >> analysts estimate peak annual sales $4.8 billion. that will come after a few years. the companies haven't shown the effect these drugs have reducing heart attack and stroke risk. they seem to be inline with expectations or broader than expected. they say this could be beneficial for 8 to 10 million people who fall into this category for whom this drug is approved. >>...
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Jul 25, 2015
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the drug made by regeneron, will be about 14,000 a year. that's more than i pay for mine. the pressured shares closed down 2.5%. >>> on wall street the blue chip dow index finished the week on triple decline on concerns after china and the ozone introduced lower data. the dow jones fell 163 points to 17,568. the nasdaq dropped 57 points way down by shares of viogen which saw a double digit decline. we'll have more on that in the program. and the s&p 500 sank 22 points. for the week all the major averages fell more than 2%. it was the largest weekly drop for the s&p 500 and the nasdaq since march. >>> amazon shares was easily the top performing stock today after it reported an unexpected profit and a blowout quarter which we told you about last night. the stock jumped nearly 10 paerls tonight10% tonight, as you see there, and that brought the gains for the year to about 47%. we talk about what's driving amazon's success and if it can continue to stay in the black. >> amazon is known for delivering all kinds of items, but investors got a surprise package this week: profit. a
the drug made by regeneron, will be about 14,000 a year. that's more than i pay for mine. the pressured shares closed down 2.5%. >>> on wall street the blue chip dow index finished the week on triple decline on concerns after china and the ozone introduced lower data. the dow jones fell 163 points to 17,568. the nasdaq dropped 57 points way down by shares of viogen which saw a double digit decline. we'll have more on that in the program. and the s&p 500 sank 22 points. for the week...
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Jul 14, 2015
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>> celgene, regeneron, and amgen.o, you know -- well, it's a long -- what was she doing talking about valuations of stocks anyway? is that something new? >> fed policy. i'm sure she thinks -- she's delighted with your opinion on -- >> i don't know if you can make that comparison. she has no business. none them have any business talking about stocks, period. seriously. that's not their bailiwick. not that we have a bailiwick here. but it's certainly not theirs. >> a wick. >> you shouldn't be worried about asset bubbles. they help create them. so they should be worried about them. here's a situation where meg just said celgene's trading up 5% in the after hours. that's a little more than halftime purchase price of reseptos or whatever they are who has no sales and is going to add some sales diversification to celgene in 2019. it's kind of fairy dust here, people. that's where we are right now with some of is this stuff. so if the fed chair is worried about asset bubbles building, this is a $7 billion acquisition. >> she
>> celgene, regeneron, and amgen.o, you know -- well, it's a long -- what was she doing talking about valuations of stocks anyway? is that something new? >> fed policy. i'm sure she thinks -- she's delighted with your opinion on -- >> i don't know if you can make that comparison. she has no business. none them have any business talking about stocks, period. seriously. that's not their bailiwick. not that we have a bailiwick here. but it's certainly not theirs. >> a wick....
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Jul 24, 2015
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tom asks us "i own regeneron august 7 515-540 call spread.read a 515-565-610 butterfly if i can do it at no cost?" >> the stock is essentially trading right at your short strike. so you can try to wait for time to go to your side or you can try for a trade that will give you a little more up side which is what that butterfly would do. if you can do it at cost i think that's an okay wan. >> carter braxton worth. >> certain stocks to be wary of. ups is one. twitter is one. among others. >> believe it or not, i think what you should be looking at is called in spy right here because they remain cheap and you could take off some of your equity portfolio and use this as a substitute. you can use maybe 2% to 3% of your portfolio to buy some in december. >> stock replacement. nice. >> believe it or not, i think you should look at puts in september. >> thanks for watching. i'm melissa lee >> looks like our time has expired. i'm me lis salih. meantime, "mad money" with jim cramer starts now. >>> my mission is simple, to make you money. i'm here to leve
tom asks us "i own regeneron august 7 515-540 call spread.read a 515-565-610 butterfly if i can do it at no cost?" >> the stock is essentially trading right at your short strike. so you can try to wait for time to go to your side or you can try for a trade that will give you a little more up side which is what that butterfly would do. if you can do it at cost i think that's an okay wan. >> carter braxton worth. >> certain stocks to be wary of. ups is one. twitter is...
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Jul 17, 2015
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thinks about apple, google facebook or regeneron or celgene, companies growing like the drug companies of all back when big pharma was sinynonymous with growth. we're paying for companies expected future earnings per share. we know we need to understand this because we need to compare stocks on a apples to apples basis. so therefore the $50. apple is not worth less after a 7 for 1 split is it? so let's two over what a stock price really means. here's the simple algebra. the share price known as the p as in the pe ratio, short hand for how we value stocks the p equals the e times what's known as the multiple or m. e times m equals p. we're trying to solve what we're going to pay for the earnings stream. what's the multiple we're going to play. it's the key. it tells us what investors are willing to fork over for future earnings and there's the vital ingredient that has the most effect on the size of the valuations special sauce is the company's growth rate. that dproeth means thegrowth means they'll get larger and larger in the years ahead. what they mean is it is is cheaper than the av
thinks about apple, google facebook or regeneron or celgene, companies growing like the drug companies of all back when big pharma was sinynonymous with growth. we're paying for companies expected future earnings per share. we know we need to understand this because we need to compare stocks on a apples to apples basis. so therefore the $50. apple is not worth less after a 7 for 1 split is it? so let's two over what a stock price really means. here's the simple algebra. the share price known as...
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Jul 30, 2015
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you get cell gene and am agagen regeneron. i don't think they will all turn around. >> coming up next, ford and gm may be in the dumps but one undercover auto stock is surging. why it could send gm and ford for a great trade and the man that called the big dollars breakout is back and you won't believe what he says about the green back's next move. >>> top tech investors getting out of apple. here to explain what it is that has him so worried. that and much more ahead on "fast." can a business have a mind? a subconscious. a knack for predicting the future. reflexes faster than the speed of thought. can a business have a spirit? can a business have a soul? can a business be...alive? money." check out what is happening with fireeye. this after the cybersecurity firm beat on both the top and bottom lines, however, maybe some investors focussing more on the fact that the company's chief financial officer is going to leave the company. he's going to join a private technology firm, the current v.p. of finance will take over on an in
you get cell gene and am agagen regeneron. i don't think they will all turn around. >> coming up next, ford and gm may be in the dumps but one undercover auto stock is surging. why it could send gm and ford for a great trade and the man that called the big dollars breakout is back and you won't believe what he says about the green back's next move. >>> top tech investors getting out of apple. here to explain what it is that has him so worried. that and much more ahead on...
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Jul 27, 2015
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and regeneron which got fda approval for a big anti-cholesterol formulation. and everyone yawned. right now, it stands to believe we have the two sources of tension, the chinese crash and the fed market meeting on wednesday. it worries about greece and europe and most people i talk to think they're done with the passes which is why wednesday is regarded as so frightful. so now traders have both feet out the door. because of the fed and last night's 8% crash in china. now i don't blame them. i have more on china in a moment but let's just say we have long assumed that the communist party was invincible. i don't know about you but if you read "the new york times" on sunday you were jealous. china's global ambitions, it was about how strong china is. you get the sense that the communists are on top of the world. but when you hear about the crash and their admittedly small stock market and the damage it is wreaking it's hard to know how strong the government might be. maybe it's more like jimmy cagney and the seminal scene at the conclusion of white heat, made it, ma, top of the floor
and regeneron which got fda approval for a big anti-cholesterol formulation. and everyone yawned. right now, it stands to believe we have the two sources of tension, the chinese crash and the fed market meeting on wednesday. it worries about greece and europe and most people i talk to think they're done with the passes which is why wednesday is regarded as so frightful. so now traders have both feet out the door. because of the fed and last night's 8% crash in china. now i don't blame them. i...
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Jul 24, 2015
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regeneron is getting a lot of love for the anti-cholesterol drug that got approved today and gilead might the hepatitis c franchise, biogen wrecked the whole shooting match, they were clubbed. you may think this is silly, but as i wrote in "get rich carefully," you get the stocks that pull down collateral damage. today was day one. and it's not just biotech. take capital one. the banks have been monster leaders, because they're winners in the environment where everyone expects the fed to raise rates. most don't have branches in beijing, but they never do better in a rising credit risk environment where more people default on loans. capital one in an attempt to expand quickly had to increase the loan business by 21%. talk about a piece of data that took your breath away. i had to read that several times. i didn't believe it. you think one of most important groups can rally, no way. capital one hammered for a 13% loss. tumbled the whole sector. then there's health care. how many times has this group saved us, saved us from a big decline? but then we get the news that anthem is buying cigna.
regeneron is getting a lot of love for the anti-cholesterol drug that got approved today and gilead might the hepatitis c franchise, biogen wrecked the whole shooting match, they were clubbed. you may think this is silly, but as i wrote in "get rich carefully," you get the stocks that pull down collateral damage. today was day one. and it's not just biotech. take capital one. the banks have been monster leaders, because they're winners in the environment where everyone expects the fed...
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Jul 20, 2015
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won't be hindered by a rate hike and the pharma apocalypse in the mix, biogen celgene, gilead and regeneronese companies and they're buying them or building them with e lack riddy. they won't be kept back with the strong dollar or the fed bent on tightening or a slowdown foreign or domestic. finally, i think it's safe to say that the inverted drug companies like valiant and valiant are much sought after the growth pharma plays. they're the two that cracked the code, the tax code that is and rapidly integrating them a at lower taxes bahhis on foreign earnings to show dramatic eps growth because of course, their headquarters are overseas and f.a.n.g.'s in the lead again and i'm not going to attempt to provide an akon imfor the rest and it won't be restrained by larger economic forces and you've now got your list. my advice is to buy them only when the market's getting hammered and not when they're running. they come back the fastest, but they go down the hardest, too. stick with cramer. why do i take metamucil everyday? because it helps me skip the bad stuff. i'm good. that's what i like to c
won't be hindered by a rate hike and the pharma apocalypse in the mix, biogen celgene, gilead and regeneronese companies and they're buying them or building them with e lack riddy. they won't be kept back with the strong dollar or the fed bent on tightening or a slowdown foreign or domestic. finally, i think it's safe to say that the inverted drug companies like valiant and valiant are much sought after the growth pharma plays. they're the two that cracked the code, the tax code that is and...
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Jul 20, 2015
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we have regeneron. what is the next leg higher? >> so far we've been stable on interest rates ever since last week when ms. yellen was saying, hey, i'm ready to do it anytim . a lot of people wanted to read into that. she's talking about september. it's on the table right now. all of them are on the table. i don't know that she's going to do that. in fact, my money, mel, is on december not september. nonetheless, if you're out there buying some of these financial stocks with the idea that they're going to earn a lot more money when the rates do start picking up and, of course, brokers, look at this trade by morgan stanley. i mean, morgan stanley thick revenue, take a look at what was going on at morgan stanley with wealth management and so forth. these numbers were through the roof. and that's fantastic for morgan stanley. that will continue to build and as we've said all along, they get the benefit of the margin loans right away. that doesn't have to be dependent on paperwork, mel, and committee to approve whether or not that loan
we have regeneron. what is the next leg higher? >> so far we've been stable on interest rates ever since last week when ms. yellen was saying, hey, i'm ready to do it anytim . a lot of people wanted to read into that. she's talking about september. it's on the table right now. all of them are on the table. i don't know that she's going to do that. in fact, my money, mel, is on december not september. nonetheless, if you're out there buying some of these financial stocks with the idea that...
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Jul 27, 2015
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. >>> a new cholesterol drug from regeneron getting the green light from the fda.on pharmaceuticals and our pharma reporter i messed up your name. i have been working on the drug. it's obviously for anyone who knows, it's a pro protein, type 9 inhibitor. we have been waiting for that. >> i'm glad are you a broadcaster. >> we have been waiting for this. >> which is better than that. also you make it pcs k-9 inhibitors. we won't talk about. that that's a dirty word. >> i'm trying to pick up. >> others are working as well. >> who is the other? >> amgef has one. >> so there are people that are really tough, the bad cholesterol, they can't take statins. it doesn't work as well. you got numbers as high and they can go down 60% for these people? >> yes, it's quite remarkable. let's face it. statins are great drugs. they should be the front lean here. some people with cardio vascular disease or hereditary cholesterol. they can't get it low enough on a statin or take enough to get it down and that's where our juggle might come in. >> you got the price here. because 14,600 a
. >>> a new cholesterol drug from regeneron getting the green light from the fda.on pharmaceuticals and our pharma reporter i messed up your name. i have been working on the drug. it's obviously for anyone who knows, it's a pro protein, type 9 inhibitor. we have been waiting for that. >> i'm glad are you a broadcaster. >> we have been waiting for this. >> which is better than that. also you make it pcs k-9 inhibitors. we won't talk about. that that's a dirty word....
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Jul 27, 2015
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people will go back to cellgene regeneron. they will make that a stand.ou know when we boil it down to fang once again like i point out, fang is back fang is everything you don't want. it's the only stocks that are back. we don't want that. fought that i want the cold stocks to come back. they're a little late. coal, no king coal no. >> when did you come up with that? the story says it was a few years ago. >> it was a long time ago. it was candies, netflix and deckers, but sales force was in there. i will say that fang is narrower than candies. we got four stocks you cannot have a leader. >> what was the eve? >> express script. candys, i don't know. >> thing a ro films will get shorter and shorter. >> and amazon netflix. not good enough. >> in terms of support, chartists are looking at 2063. >> if the chinese communist party comes in we have to all stay up for what the communists do but we still see the feds that would cues a thursday rally i was reading quotations. he has a chapter discipline. what it basically, you applied that. >> they were disciplined
people will go back to cellgene regeneron. they will make that a stand.ou know when we boil it down to fang once again like i point out, fang is back fang is everything you don't want. it's the only stocks that are back. we don't want that. fought that i want the cold stocks to come back. they're a little late. coal, no king coal no. >> when did you come up with that? the story says it was a few years ago. >> it was a long time ago. it was candies, netflix and deckers, but sales...
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Jul 24, 2015
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regeneron is going to come up with the winning anti-cholesterol drug which is on the verge of approval the biotech to focus on. yesterday was celgene. gilead is going to buy someone. >> can i share one fact with you? do you know what has the most debt capacity of any pharmaceutical company? >> even more than triple a j&j? gilead? >> correct. >> that was supposed to be in the form of a question. >> what is gilead? >> it is a free cash flow machine with no debt. we have so many other things to talk about including looking at biotech. opening bell coming up next. can a business have a mind? a subconscious. a knack for predicting the future. reflexes faster than the speed of thought. can a business have a spirit? can a business have a soul? can a business be...alive? so you're a small business expert from at&t? yeah, give me a problem and i've got the solution. well, we have 30 years of customer records. our cloud can keep them safe and accessible anywhere. my drivers don't have time to fill out forms. tablets. keep them all digital. we're looking to double our deliveries. our fleet apps w
regeneron is going to come up with the winning anti-cholesterol drug which is on the verge of approval the biotech to focus on. yesterday was celgene. gilead is going to buy someone. >> can i share one fact with you? do you know what has the most debt capacity of any pharmaceutical company? >> even more than triple a j&j? gilead? >> correct. >> that was supposed to be in the form of a question. >> what is gilead? >> it is a free cash flow machine with no...
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Jul 30, 2015
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regeneron was just approved last week. any common ter on that will be interesting.ine drug folks will be listening to very carefully. then any bio similar competition that can be coming down the pipeline as well. >> sara. >> adding to the stock's already 20%-plus run-up so far this year. some highlights from the quarter. mondelez is a cost cutting machine and investors continue to see results of the margin improvement in the latest quarter. they're shifting production from chicago area to mexico. that's just one example. results showing up. sales were also better for the quarter and that was driven by organic growth. the story there, pricing. mondelez is able to charge higher prices for consumers on its products instead of seeing volume growth. that's just the sort of environment we are in. the ceo tells me the global consumer now is cautious saying a particular deceleration in brazil and china, and this is a company with a global footprint. 80% of its sales are outside of north america. that's why the strong dollar is a big problem. the company's focused on marketi
regeneron was just approved last week. any common ter on that will be interesting.ine drug folks will be listening to very carefully. then any bio similar competition that can be coming down the pipeline as well. >> sara. >> adding to the stock's already 20%-plus run-up so far this year. some highlights from the quarter. mondelez is a cost cutting machine and investors continue to see results of the margin improvement in the latest quarter. they're shifting production from chicago...
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. >>> keeping pharma in focus, reagainre regeneron's ceo was on "squawk box" this morning talking about candidate for this drug. >> people who have clinical cardiovascular disease if you've had heart attack or stroke peripheral. sometimes they can't get there with a max mally tolerated statin. we're excited there is another alternative out there. >> today teva farmpharmaceutical announces plans to buy teva. this puts teva among the world's biggest pharmamakers. >> this will give allergan a 10% stake in teva. the question is what's allergan going to do with all this money. the ceo addressed that this morning. >> this is the right deal for us at the right time. when you look at our branded business aesthetics eye care gi, women's health urology, infectious disease, these are higher margin higher growth businesses for us. now we can really double down build those therapeutic categories out and also look for future transformational deals like we did the allergan deal. >> brent saunders has been called the chuck norris of pharma m&a. in the last couple years, $100 billion. he sold boush and
. >>> keeping pharma in focus, reagainre regeneron's ceo was on "squawk box" this morning talking about candidate for this drug. >> people who have clinical cardiovascular disease if you've had heart attack or stroke peripheral. sometimes they can't get there with a max mally tolerated statin. we're excited there is another alternative out there. >> today teva farmpharmaceutical announces plans to buy teva. this puts teva among the world's biggest pharmamakers....
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Jul 28, 2015
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. >> overshadowing everything is a regeneron deal. they seem to come up with everything every day.one of those quarters where like wow, they didn't screw it up. buy the stock. that's a novel approach the investing but that's what happened. ups is strong on all lines. they got it right and they could go back to $110. i think people are excited ups has figured out. >> are we going to be talking about china in a month? >> oh yeah for a long time. china is greece with a lot more people, and i think the problem with china is it's so opaque. it's so everywhere and it's so pervasive and you have all the hedge funds that have decided china is falling apart and the government is idiots the hedge funds are ruling. whenever we're down you can watch the futures. when the chinese walk the market back up the futures got a little more positive. the chinese government has to play its hand well over the stock market and i think people who think they don't have game are not understanding they know how to play poker over there. they have a lot of fire power. they're trying to not have the market roll
. >> overshadowing everything is a regeneron deal. they seem to come up with everything every day.one of those quarters where like wow, they didn't screw it up. buy the stock. that's a novel approach the investing but that's what happened. ups is strong on all lines. they got it right and they could go back to $110. i think people are excited ups has figured out. >> are we going to be talking about china in a month? >> oh yeah for a long time. china is greece with a lot more...
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Jul 24, 2015
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. >> and it's regeneron and what's the same of the other -- >> salafi. >> and also amgen is making almost, stir. >>> you may not think a big city is the place for a winery, but some folk in seattle are here to show you what you never thought was possible. it is not the device that is mobile it is you. i'm only in my 60's. i've got a nice long life ahead. big plans. so when i found out medicare doesn't pay all my medical expenses, i looked at my options. then i got a medicare supplement insurance plan. [ male announcer ] if you're eligible for medicare, you may know it only covers about 80% of your part b medical expenses. the rest is up to you. call now and find out about an aarp medicare supplement insurance plan, insured by unitedhealthcare insurance company. like all standardized medicare supplement insurance plans it helps pick up some of what medicare doesn't pay. and could save you in out-of-pocket medical costs. to me, relationships matter. i've been with my doctor for 12 years. now i know i'll be able to stick with him. [ male announcer ] with these types of plans, you'll be able
. >> and it's regeneron and what's the same of the other -- >> salafi. >> and also amgen is making almost, stir. >>> you may not think a big city is the place for a winery, but some folk in seattle are here to show you what you never thought was possible. it is not the device that is mobile it is you. i'm only in my 60's. i've got a nice long life ahead. big plans. so when i found out medicare doesn't pay all my medical expenses, i looked at my options. then i got a...