There have been unexpected positives that are forcing big Institutional Investors off the sidelines even if the average didnt do much today, dow gaining 47 points, s p inch up, nasdaq advancing. People didnt see what im about to talk about coming. And its really changing the landscape. First, i dont know many who look back at the last week and august and thought we saw a surge in activity in the use. But if you look, youll see something uncanny among all the charts of the industrials and all tech stocks. Youll see a bottom. Thats right. Those stocks, which have been pretty much in free fall for most of the summer if not the spring, started their pivot right then, at the end of august. Ive been over and over that period, trying to figure what the heck changed the economy to turned those stocks around. The answer not much at all. If anything, we caught another leg of delegal raciieseceleratd. The dollar . No. The earnings . Nothing. They were almost uniformly bad. No, there was only one noticeable market input that week. When it happened, it was universally poohpoohed as phony. What happened . The chinese stock market stopped going down. Thats right. That was the difference. Right here is the turn in our industrials, our old tech, and our oils. Try as we may to relate the shanghai composite to anything, given its obvious phoniness and emphasis on so Many Companies that no one has heard of that are chinabased, the shanghai has held through a torrent of chinese bad news. That 3,000 level, above 2,027, has held. I remember when that level was first under attack by sellers. It seemed like childs play to take it out. There had only been 23 days when the averages had gone up since the chinese stock market peaked on june 12th. Almost every single uptick was met by multiple days of selling. Since that bottom, half the days have been up, some meaningful. Even though i dont know a soul willing to claim a bottom in the shanghai, after four separate blitzes, there will be plenty of imboldened bulls. Youll see a correlation that is more than a little startling and clearly not a coincident. Theres a second almost surreal data point that occurred two days before that chinese bottom. Oil stopped going down. The newfound paper of record, business insider, captured the moment with its headline crude collapses to a stunning new low at 38. This price didnt seem like a bottom either. In fact 15 days later, Goldman Sachs called for 20 a barrel as its price target. That caused shudders throughout the industry. Oil never came near that august 24th bottom. Again, im not sure it will, at least not in this down cycle. Of course we dont know whether china or oil had more of an impact on the industrials. Ch which one did it . We do know the oils bottomed right then. The partnerships had margin calls at the end of the quarter which may have thrown bottom feeders for a loop. Theres been no correlation with the high tech stocks. Its the cyclical stocks that are roaring back, not the growth plays. The high growth camp might want to argue that these groups bottomed simultaneously with the rotation. But it didnt fit. The high gross stocks didnt start rolling over until late september. The majority of commentators throw you off. Its so easy to blame the fed for anything. They might argue that we got a bottom because of bullard who said he was sanguine about the u. S. Stock market and stock markets worldwide, helping to create the mini crash. That doesnt correlate with the charts either. Technicians might claim that the friday afternoon comments about being sanguine on serious satellite fits the bill. I still regard it as a serious breakdown in the system, not a test in stocks. You can call it a coincident, as far as im concerned. To me its all about oil and china. Which makes for a more compelling view of what happens happening right now. The hitherto unremarkable trading in oil should be viewed for what it is, the moment when many of the large independents were able to avoid catastrophe. Ever since that bottom in oil, the weak ones have fallen. The stronger players have gotten stronger. Thats why im doing a series all week about what to buy into the oil weakness im expecting. China is the most compelling story. It occurred the same weekend when tim cook, the ceo of oil, told the world in an email to yours truly that apples business was strong in china, similar to calls from nike and starbucks. Pizza hut threw us off course last week with a hideous earnings number. But the positive opening of the chinese stock market fits the thesis. So does the data released yesterday showing a much stronger spending level in the peoples republic. I thought it would be the talk of the town. It would suggest the bottom of the chinese stock market spurred spending. And china has a lot of consumers. The big ugly metals also havent bottomed as yet in part because of the miners havent caught up. Weve had the troubled glencore, which is now selling assets, including a zinc mine, scaling back copper production. The baltic freight index has no bottom in sight. Alcoas comments last week indicate things are still in flux there. The Industrial Oil stock bottom and the old tech bottom is unmistakable. Its gone unheralded because nobody believes the chinese bottom was hit yet. We got ryder preannouncements, that wasnt good, and fmc preannounced, that wasnt good. However i think we wont have a big rollover. I believe both bottoms will be tested but lasting. Anyone who has participated in the Oil Industrial rotation will get run over if they dont circle back to these stocks. The people buying into the anemic packaged goods rally could turn out to be right. Its possible theres a peak in oil at 50 bucks, not to mention a peak in earnings in the industrials themselves. Im saying the Industrial Trends could be real. These things have all been straight up. Maybe this is the pause that refreshes. If im right, it bodes very well for the rest of the year and will cause radical rethinking like the general electrics to the schlumbergers. Think intel, ibm, microsoft, the deal dell struck with inexpensive emc this weekend is further validation that the value portion of this market remains on fire. The bottom line, gentlemen, start your engines, because the old tech have spotted some points ahead of the race. And they may take it all when it comes to the rest of 2015. Lets go to phil in north carolina. Caller hey, jim, how are you doing . Thanks for taking my call. Im coming into some money. I want to spend some of it on gold and silver, maybe 15, 20,000. What do you think . I was going over with the key technicians of gld. Im a believer in gld. I think you just put it in gld, put up to 10 in there and i will bless it. Stocks themselves are not that good in gld. Lets go to jamie in ohio. Caller cramer, how about a fall is in the air booyah to you. All right. Sounds realistic. All right. So hey, during the recent pullback we saw a lot of blue chip dow companiesed about accidental dividend high earnings. What about chevron and caterpillar . I think chevrons dividend will be safe. I expect the stock to give up half that gain. But i want you to buy it. Caterpillar im much less certain on. Theyve got to see some sort of upturn in their business, for heavens sake. Im calling it. I think theres a bottom in the chinese slowdown. Tomorrow begins the real test for the industrials, the old techs, and the oils. Remember, im making these calls because i think the markets coming in. Not because i think its going higher. I want a buy week. On mad money tonight, many thought helen of troy was losing her looks in this market. Why beauty is in the eye of the beholder when it comes to this stock. And eli lily plummeted today. Could this be the chance to buy . And crude oil rallied last week but took a let today. Im revealing when plays could be worth considering. Youre not going to want to miss it. Why dont you stick with cramer. Announcer dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. When a moment spontaneously turns romantic, why pause to take a pill . And why stop what youre doing to find a bathroom . Cialis for daily use, is the only daily tablet approved to treat erectile dysfunction so you can be Ready Anytime the moment is right. Plus cialis treats the frustrating urinary symptoms of bph, like needing to go frequently, day or night. Tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex. Do not take cialis if you take nitrates for chest pain, as it may cause an unsafe drop in blood pressure. Do not drink alcohol in excess. Side effects may include headache, upset stomach, delayed backache or muscle ache. To avoid longterm injury, get medical help right away for an erection lasting more than four hours. If you have any sudden decrease or loss in hearing or vision, or any symptoms of an allergic reaction, stop taking cialis and get medical help right away. Ask your doctor about cialis for daily use. Insurance coverage has expanded nationally and you may now be covered. Contact your health plan for the latest information. My name is jamir dixon and im a locafor pg e. Rk fieldman most people in the community recognize the blue trucks as pg e. My truck is something new. Its an 811 truck. When you call 811, i come out to your house and i mark out our gas lines and our electric lines to make sure that you dont hit them when youre digging. 811 is a free service. Im passionate about it because every time i go on the street i think about my own kids. Theyre the reason that i want to protect our community and our environment, and if me driving a that truck means that somebody gets to go home safer, then ill drive it every day of the week. Together, were building a better california. In an uncertain market, where its difficult to know which stocks to trust, its important to remember the power of your conviction. What do i mean by conviction . Simple. When you believe in a high Quality Company and hold on to its stock, even when it hits a little bump in the road or goes out of style momentarily in the wall street fashion show, youll be rewarded for being steadfast when everyone else is being schizophrenic. Consider helen of troy, a Little Company that sells Consumer Products and housewares. They license a bunch of brands from other companies, all household names. Youve seen them at every drugstore, at target. Helen of troy has been flying, some 50 since late june when i came out and told you this stock was still worth owning. The Company Reported a series of quarters that sent its stocks soaring into the stratosphere. It felt like the stock that launched a thousand buy orders. Then back on july 9th, helen of troy quickly seemed to lose her looks, as the Company Reported its first Earnings Loss in ages. It fell from 97 to 86 and change. A few weeks later i told you to stick with helen of troy, this stock was a keeper. Before, its a keeper. After, its a keeper. In mythological terms, nobody who gets with helen never seems to live very long. In stock terms, it was a lonely call to make, everybody was giving up on it because of one little earnings miss. Everyone except for us. Although we took the usual social media hit for anything we do thats not 100 right at that moment. Fast forward to today, its up nicely. I reiterate my recommendation of july 18th. Helen of troy has soared to 102 in the wake of a fabulous quarter the Company Reported last thursday. What a move. The move was absolutely gettable. And i know that because if you listened to me when everybody else was giving up on helen, you would have gotten it. You need to be willing to look at the evidence objectively without looking at the turbulent share price action, which is often wrong. You need to make a rational decision. Step away. You throw away your conviction, and you miss out on terrific rallies like this one. That happens time and time again. How did we notice it . Why didnt we abandon our conviction like so many people who sold the stock on a weakness . Like i told you back then, the real reason helen of destroy got hammered was because the expectation of analysts were out of control, not because the fundamentals were in a downturn. The analysts raised their predictions dramatically. But no company can keep up that kind of trajectory forever. Eventually the analysts get ahead of themselves. The Company Actually reported a pretty solid quarter, but because the expectations were so great and the company failed to meet those new expectations, thats why the stock got crushed. Beyond that, after helens little earnings miss, many people on the buy side and the sell side, the analysts and the actual customers, thought it would be much harder for the company to meet or beat the full year forecast going forward. Now, there were a lot of weakhanded investors who seemed to own helen of troy because it could deliver an endless string of earnings beats. That all got wiped out when the company disappointed. But i told you to double down on the stock because i like the fundamentals. I like what they did. I liked the companys story and wasnt going to quit on it. Helen has a long history of making smart acquisitions to take market share in a lot of categories where it already has market space in stores. They squeeze additional value out of these brands, not unlike jordan. Maybe its a minijordan. On top of that, helen of troy has made itself more efficient. I also like that helen of troy gets 80 of its sales from the u. S. , which means its not hostage to those same currency issues that have plagued its competitors. Helen of troy maintained its sales and earnings guidance. They were every bit as confident as they had been before that. So we were. That was the important signal to keep believing. If you had conviction before and liked the stock in the high 90s, you should have loved it after it got pummelled and went down to the 80s, because nothing in the story had changed. Consider household names like clorox. Theyre good companies, but this has got good growth, its a good, Solid Company too. Even though helen of troy missed the numbers in july, overnight it became an incredibly compelling value play. And because the underlying value didnt change. Sure enough, our conviction paid off and it did so pretty rapidly, because when helen of troy reported again thursday night, the company was back in form, with spectacularly better than expected numbers, posting a magnificent 41 cent earnings increase. It was the same old helen of troy, even better. The Company Actually raised their sales and earnings forecasts. No wonder the stock shot up 7 percent. This latest quarter is proof that helen of troy still has a lot more room to grow. Its only up a couple from july. Its darn cheap, when those other stocks in that cohort have gone higher. The next time a company you have a lot of confidence in gets knocked off his perch because it hits a little speed bump and disappoints analysts who have gotten overly exuberant. Just remember helen of troy. If you bought the stock in the weakness after it disappointed in july, youve now got a terrific gain. And i think theres much more upside to come. Helen of troy is looking better than ever, except to the pani r panicers who should have known better. Much more mad money ahead. Eli lilly faced some pressure today. Should you give the company a chance . Then, if you havent paid attention in the past two weeks to the markets, with energy helping lead the averages higher, im pointing out which plays could be worth considering after the 2 decline in the price of crude. Plus biotech Stock Exchange have been under fire. Should you be buying an orphan drug maker . I have the exclusive with the ceo. Stick with cramer. Today, were seeing new technologies make healthcare more personal with patientcentric, digital innovations; from selfmonitoring devices that can interpret personal data and enable targeted care, to Cloud Platforms that invite providers to collaborate with the patients they serve. Thats why over 90 of the top 25 Global Pharmaceutical Companies are turning to cognizant. Our domain experts, technologists, digital and data specialists, clinicians and scientists are transforming the way Clinical Research sites collaborate with pharmaceutical companies, and enhancing Patient Engagement with innovative platforms and solutions. Our populations growing healthcare needs present growing opportunities for our clients to advance the future of medicine with digital, and improve the quality of lives. There are no gifts in this unforgiving environment, where bear markets, like those in the industrials, morph into bull markets. Periodically youll get a stock that plummets and gives you a chance to buy it at a discount, just when you least expect it, frankly. Todays monster decline of eli lily is an example. Just as weve seen a stampede of the market into industrials, weve seen a selloff of darlings out there, anything biotech, anything big pharma. The value stocks within these groups have tried to mount a co come back. Only one had serious traction until today, thats eli lily. The traction ended when lily halted a phase iii trial for a new cardiac drug. Shareholders frantically dumped the stock, showing you just how fearful people are. The performance of this entire sector. But eli lilys stock was never up in the high 80s because of this particular drug. It had been the best performing old pharma stock because of antidiabetes drug and solenezemab. It showed a significant reduction in nonfatal heart attacks and strokes. These results came out of nowhere. They were a very big deal because its the only diabetes drug out there with these properties. Remember, its already on the market. It doesnt have to be approved by the fda. It could generate 6 billion in sales. Thats worth talking about. This drugs remarkable success comes on the heels of an lily antialzheimers formulation that shows stunning function for 132 weeks, a significant gain over any other drug in the market. Anything that can slow the onset of alzheimers could be one of the biggest drugs ever, obviously. In the midst of these two blo blockbuste blockbusters, ive been waiting for lily to come down even a smidge after the announcement of those back to back blockbusters. Heres the chance youve been waiting for. Now the market has turned against high growth with drug stocks in particular getting slammed because of worries that their pricing structure could come under attack by both parties during the impending election year. I plan to ask about it when we do our republican debate. I think lily with these two blockbusters would have the best chance to maintain its price stability even in this market. While the best of the drug and biotech cohort remains definitively in a bear market mode, that wont always be the case. Today you have a fabulous chance to buy eli lily at a discount, one im telling you is definitely worth taking. Stephen in new jersey. Hey, jim. How do you feel about ptct therapeutics . And why do these Companies Get killed . This is a wholesale retreat out of high growth, out of industrial, into oil. And i think that before you see ptc reverse, youre going to see big moves in amgen. Theyll move first before a ptc. Drugs and biotechs wont always be in bear market mode, people. Theyll turn. The first stock i expect to turn is eli lily. Much more mad money ahead. Is the Energy Sector showing signs of life . Im revealing. Then a key look inside the biotech bear market. Tell us right now about the future for these stocks. Im going to talk to the ceo. And a manic monday edition of the lightning round. Stick with cramer. vo rush hour around here starts at 6 30 a. M. On the nose. But for me, it starts with the opening bell. And the rush i get, lasts way more than an hour. announcer at scottrade, we share your passion for trading. Thats why weve built powerful technology to alert you to your next opportunity. Because at scottrade, our passion is to power yours. Ever since the Third Quarter ended, and the Fourth Quarter began, the averages have come roaring back. Some of the most hated have become the most loved. Xle is up. Despite decline in the price of crude today, i think the decline could be over, although the sector is tricky. Im focusing on lower risk, high quality names that will let you sleep at night. With todays decline in crude, after a big runup, youll be getting some very good entry points in standout names innav a a variegated group. Energy transfer partners, etp, is one of those Master Limited partnerships. Why do i Like Energy Transfer Partners . Not only does the stock pay a gigantic nearly 9 yearold, tru 9 yield, truly magnificent, the stock is still down and is down almost 30 for the year. I think its a bargain. I think it could go down from here. Thats why im doing this piece now. Energy transfer partners has been crushed by a combination of forces. Lower oil and especially lower natural gas prices, and fears the Federal Reserve will raise rates and make these high yielding mlps less attractive to bonds. Damaged hedge funds had too much Energy Exposure and that really killed etp. Natural gas has stabilized and oil has rebounded back to 47 and change. That means Energy Transfer partners deserves to go higher still. But thats just the tip of the iceberg. Best of all, and a big reason, is that two weeks ago we learned that Energy Transfer equity, thats etps Parent Company and general partner, is inquiring fellow pipeline titan williams, down 38, in a deal that will create the Third LargestEnergy Partnership in a decade. I have a totally different take. I think its transformative to the mass limited partnership that i want you to own, because i want you to own etp. My view was heavily shaped by the analysis done by rbn energy, by far the most authoritative site for all things oil and gas related. I think their take on this transaction is brilliant. For those who are worried about owning any of the energy mlps after the carnage in so many of these stocks, please allow me to put you at ease for a moment. We know some of them were cashstrapped and absolutely obliterated. Ive seen people trying to bash etp by analogizing it to linn. Linn is an oil producer. Its selling this stuff as stock prices with hardly any hedges at all. For a long time it was able to pay shareholders by acquiring other companies on the cheap and rolling them up. Then the collapse in Oil Prices Crushed linns stock. Of course linn is insanely levered to the price of crude, so its no wonder it was obliterated. Etp is in a totally different business. Its a Pipeline Company, for heavens sake. So is williams, which they bought for less than they expected to say, because the entire slide in the industry gave them a real bargain. It takes a cut based on the volume of gas they transport, meaning they dont have direct exposure to commodity prices. In other words, etp is nothing like linn at all. Even after this williams deal, it will continue to have terrific access to capital, along with a safe distribution that i think has the ability to grow over time. As long as the natural gas keeps flowing, etp will keep doing just fine, especially as our company exports liquid gas by the end of the year. Thats whats going to happen. The Natural Gas Pipelines in this country are nearly 100 full because natural gas is so cheap. I dont like pipeline Oil Companies because so many are 50 utilized. Let me walk you through the details. As a standalone energy, etp is one of the largest transporterers of the energy in the u. S. , with 62,000 miles of pipelines. In combination with williams, though, the Company Gains precious scale along with access to new regions, something that will ultimately transfer Energy Transfer partners from a regional player to national powerhouse. Williams is mostly in that natural gas pipeline business. In fact williams has no exposure to oil whatsoever. We dont want it, because we have way too many pipes for oil and not enough for natural gas. The key is geography. This first picture, again, from rbn, shows you where etps Natural Gas Pipelines are. Lots of concentration in the south, southeast, and midwest. They get the natural gas to where its needed. Check out the williams acquisition. Another great map from rbn. Blue lines are williams Natural Gas Pipelines. Theyll give the company exposure. Pretty much overnight etp goes from being a regional player to a National Wide powerhouse with an a Pipeline System that is no assess, particularly since this has so much cheap natural gas. Their respective pipelines are totally complementary, very little overlap. The northeast is particularly important because much of new england is still heated by oil. Natural gas is much cheaper, cleaner to burn. This pipeline will supply a lot of this region when its done. Thats going to be a windfall. Theyve got a lot of opportunities for oil, Housing Units to switch to natural gas. There are a ton of positives including major synergies and cost savings, not to mention the benefits of being a Pipeline Company with national scale. I think etp will not only be able maintain its bountiful distribution but be able to raise it over the next 12 months. They raised distribution largely this quarter and can keep doing so. It has whats known as a coverage ratio, meaning the company pays enough cash to pay that distribution with a good bit left over. Even though this company has so much going for it, the stock remains absurdly cheap, because most people dont believe what im showing you. The analysts havent been able to put these maps together, but these guys have. The Shareholder Base included troubled hedge funds that had to sell etp in order to meet redemption s from the clients. We know that they keep 20 of their assets in etp or its partner. Energy transfer partners gets crushed no matter how good it is, no matter what theyve done here. At the end of september we saw massive selling. Why has it been able to rebound so quickly . I believe the forced selling is finished. That means we can focus on everything thats going right at etp. It will keep going right, although i do expect the stock to sink back to the low 40s. Its had too quick a move. Thanks to rbn energy and their smart analysis, i think etp is a mostown energy stock. Etp is paying it away from that deal. That is so outsize. I think it should be no more than 8 . That translates into a 55 share price, or nine bucks above where its currently trading. And thats a conservative price target. If it gets hit with current oil, even though its natural gas, its a better opportunity, kept down by being a part of a gigantic series of etfs that force all these companies, the bad and the good, to trade together. Mad money is back after the break. Announcer lightning round is sponsored by td ameritrade. [ bell ringing ] it is time. It is time for the lightning round. You say the name of the stock. I dont know the calls or the name of the stock ahead of time. I tell you whether to buy or sell. When you hear this sound [ buzzer ] then the lightning round is over. Are you ready, skeedaddy . John in florida . Caller hi, jim, booyah from sunny florida. All right. Caller i have a question on ryder. A local company that preannounced bad numbers after the close. I looked at it, were close to rite ryder. Weve had them on a couple of times. Its not necessarily weakness involving the country. Lets go to joyce in texas. Joyce . Caller jim, thank you very much for taking my call. Of course. Caller my call is in regards to hasbro. I bought this stock and it ran all the way up to about 80. When i was watching your show, that was maybe about a week and a half ago, you said to take a little profit off. Still hanging on. It closed today at 74. 44. I was saying lets roll it to mattel. I like mattels yield. Hasbro has come down enough that it seems like disney in that its going to get ready for star wars. Im not against owning it now that its sold off. Lets go to steven. Caller booyah, thank you for taking my call. Ive been a long time caller and listenerer. Im in a world of pain with vnaware. I wish i could help you of had i cannot recommend vmware. Lets go to michelle in massachusetts. Michelle. Caller its michelle from cape cod. Im calling to ask you about merck. I bought it at 56. Should i hold or sell . Unfortunately i have no catalyst. At one point today it was down because of eli lily, guilt by association. Without a catalyst for merck, i dont know why i should pound the table for it. Wally in ohio. Caller good evening, this is wally world from toledo, ohio. How are you . Caller doing really good. I go back to the days of mark hain haines. The 20th anniversary of squawk coming up. Well participate. Whats going on . Is boot made for walking . It is rather amazing. Boot reported a great quarter. It happened to be caught up in the he found high growth going toward value. Thats what killed it. Im a buyer of boot. That, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] announcer the lightning round is sponsored by td l about understanding patterns like the mail guy at 3 12 every day or jerry, getting dumped every third tuesday. This happens every third tuesday. We have Pattern Recognition Technology on any chart, plus over 300 customizable studies to help you anticipate potential price movement. Theres no way to predict that. For all the confidence you need. Td ameritrade. You got this. More data means more freedom to do. Whatever. Thats why at t is giving you 50 more data. Thats 15 gigs of data for the price of 10. Because the more data you have, the better. And right now at at t get 300 credit for every line you switch when you trade in a smartphone and buy any smartphone on at t next. We know the whole biotech cohort has been slammed 22 by the recent political firestorm over drug prices. Some biotechs have gotten hurt more than others, i think unfairly. Lets take brn. They make drugs that treat diseases that would cost the Health System more money. Even though biotechs remain out of favor, this is a company with real prospects. They have five orphan drugs on the market, including three for a group of metabolic disorders, a treatment for pku, and treatment for a rare autoimmune disease that causes muscle weakness. At the end of july they approved their treatment for muscular dystrophy. They have a bunch of orphan candidates that are facing trials. The news has been incredibly good, the Company Buying global rights for a couple of its orphan drugs from merck. Lets check in with the ceo of biomarin pharmaceuticals. With just to mad money. Good to see you. Good to see you again. First lets talk about the muscular dystrophy. To me this is a patent ruling. Patent rulings tend to stand up. This could be huge for biomarin. Already we had in 2011, as a company we acquired the rights from a Patent Holder in europe. There is an issued patent in europe. This is an important one for us in the u. S. We have the freedom to operate around the world. And there is no existing intellectual property that we would need to commercialize the product. What does the purchase from merck give you . Were commercializing it, we have for eight years in north america, very successfully. I think for merck, it was not a strategic product. Theyre refocusing the company onnen colle oncology. Weve got a debate coming up in october with the republican candidates. I intend to ask them how do they feel about drugs that cost 400,000. What would happen without your drugs to these people . I mean, we are treating devastating most of the diseases are lethal. The patients would use a lot of Healthcare Resources that theyre not using today thanks to our drug. It would be very bad news for those patients if these drugs were not available. Why would you bother to do it if we didnt have legislation . That would reduce the incentive to develop these kind of drugs, no question about it. You have got in the pipeline, you have five commercial drugs already, nine in the clinic. Which ones do you think next year well be talking about . Weve got the product for muscular dystrophy. There is likely an Advisory Committee of the fda coming in late november to decide whether our product should be approved or not. Were looking forward to this meeting because we have a database of over 300 patients, over three years, in a randomized trial. Were looking forward to a good discussion with the Advisory Committee on this drug. The drug that the fda has to make a decision is in december of this year. Hopefully that will be a good decision, which would be great news for the patients and allow them to use this drug, because there is no approved therapy today for muscular dystrophy, a lethal disorder where boys, it only affects boys, lose their ability to walk by the age of 13. Its a terrible disease. You mentioned in your transcripts the genotype, how great it would be to know what our genes look like. You would have a much more successful rate if you knew, right . Yes, it would allow the good value of genotyping from birth would be to allow patients to know right away if they have a significant disorder and to be treated earlier. The earlier you treat the patients, its always better. Back to muscular dystrophy, we started a month ago a new initiative, were providing a service to patients with muscular dystrophy to know which type they have. What were introducing to the market is only for a specific mutation which affects only 13 of the patients. Im asking you to put a little bit of a political hat on. Do you think were going to be talking about these drug pricing issues between now and the election . Hopefully not. Its a great political hook. Yes. Yes. At the same time, for us, the world has not changed, since theres been some emphasis on drug pricing. One of the key issues has been more around old molecules are repurposed, which dramatically increases the process. This is not our business at all. Were the opposite of that. We only introduce drugs for which we do significant medical research. We have never increased the price of a drug except for inflation. And we have no intention of doing so in the future. I hope the politicians understand there are good guys. The ceo of biomarin, a remarkable r d house that should not be penalized politically. Theres always a bull market somewhere and i promise to find it for you right here at mad money. Im jim cramer. See you tomorrow. The following is a cnbc original production. It may be the most recognizable brand on the planet cocacola. The heritage of this company is equal to none. There is nothing as global as cocacola in the world. A 67billion empire. Sold in 206 countries. Enjoyed in every house. And we mean every house. Found in the most remote corners of the globe, melissa lee reports on the brand with a buzz. There was a wee bit of cocaine in the original cocacola. And its more than just coke. Zico is 100 pure coconut water. 500 different bnds to satisfy taste buds around th