Crooke also touted his company's triglyceride drug as another promising compound. He said this drug, too, "looks like a winner to us," but admitted that all drug discovery takes time to come into fruition, as it should.
Cramer said Isis remains a winner in his book and after its big share decline is worth a spot in everyone's portfolio.
In the Lightning Round, Cramer was bullish on MasterCard
(MA), Qiagen NV
(QGEN), Dunkin Brands
(SBUX), Ensco International
(ESV), RR Donnelley
(RRD), Air Lease Corporation
(AL) and Boeing
Cramer was bearish on SeaDrill Limited
(GME) and FLY Leasing
Executive Decision: Mark Dankberg
In his second "Executive Decision" segment, Cramer spoke with Mark Dankberg, chairman and CEO of ViaSat
(VSAT - Get Report)
, the in-flight wifi provider whose shares have fallen 20 points from their highs as competition heats up.
Dankberg said that while analysts have been focused on the number of subscribers the company is adding, he feels that may not be the best metric to value his company. He said the quality of the service offered and the higher revenue per subscriber are things he focuses on as ViaSat grows.
Dankberg continued that the company has 100 planes deployed but expects 400 by the end of the year. He said it will be interesting to see the customer engagement once the fleet is fully implemented.
When asked about the incoming competition from AT&T
for residential satellite service, Dankberg said he takes the AT&T threat seriously but noted ViaSat can compete with any terrestrial based service quite nicely.
Cramer said the competition may be heating up but there's no denying ViaSat has the superior technology.
To watch replays of Cramer's video segments, visit the Mad Money page on CNBC
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-- Written by Scott Rutt in Washington, D.C.
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