Cramer said any of these companies should see many positive years ahead of them now that the dark days have finally passed.
Executive Decision: James Foster
In his second "Executive Decision" segment, Cramer spoke with James Foster, chairman, president and CEO of Charles River Laboratories (CRL - Get Report), a supplier to the biotech industry that recently reported a two-cents-a-share earnings miss on lighter-than-expected revenue.
Foster explained that with so many big drugs losing patent protection, the drug industry has been more focused than ever on early-phase drug discovery and is putting an emphasis on completing research that's already in the pipeline. Both of those trends are good news for Charles River, which helps drug companies and biotechs by outsourcing much of the drug development work, allowing them to focus on what they do best -- drug discovery.Foster said that for drug companies it's more critical than ever to make go-no go decisions as early in the process as possible. Charles River helps them achieve that goal. When asked about the effects of the government sequester on the company's government sales, Foster said that he is beginning to see some effects of the mandatory budget cuts but expects those effects to be modest. Cramer said that with so much research and development underway, it only makes sense Charles River will be a big beneficiary.