Other players like
Johnson & Johnson
are also in the Hep-C race, but those companies are too huge for a single new drug to move the needle.
Another player is
, but that company's drug is too early in development to be a major player at the moment.
(GILD - Get Report)
, said Cramer, a company that's trading at just 13.5 times earnings with a 16% growth rate. Gilead's drug, currently known as the catchy GS-7977, is in the same family as Bristol-Myers' drug, only without the side effects. The treatment is a 12-week oral regiment, compared to a 24-week injection routine, and the cure rates are, so far, markedly higher.
Cramer said Gilead is a lot more than just GS-7977. however. The company also leads the way in HIV treatments and has a host of other promising drugs in the pipeline.
Here's what Cramer had to say about callers' stocks during the "Lightning Round":
Cabot Oil & Gas
: "I'd rather wait for a pullback. I say hold off and wait."
Advanced Micro Devices
: "Why? I have nothing to say about those guys. I don't want to touch it."
International Business Machines
: "I say take some profits in IBM and let the rest run."
: "The business fell off. They were too confident in their business and I don't like the stock because of that."
Main Street Capital
: "This one is on fire. I think the stock is a good one."
: "That's a pretty good, well-run company. I think it's better than
Am I Diversified?
In the "Am I Diversified" segment, Cramer spoke with callers and responded to tweets sent via Twitter to
to see if investors' portfolios have what it takes for today's markets.
The first portfolio included:
(AAPL - Get Report)
Cramer said this portfolio was properly diversified.
The second portfolio's top holdings included:
Cramer said he was also bullish on this portfolio's diversification.