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NEW YORK (TheStreet) -- Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways for Monday's trading.

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Actavis (ACT) - Get Report, Horizon Pharmaceuticals (HZNP) - Get Report, Mallinckrodt (MNK) - Get Report and Valeant (VRX) : Big pharma companies are always on the hunt for new sources of revenue, Cramer told viewers, and among the most successful strategies for finding it has been acquiring other companies that have it. That's why these four stocks made Cramer's list of the best health care "roll-up" companies that are winning big for their shareholders. These companies offer consistent growth, he said, which is exactly what the markets want in a rising interest rate environment.

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Rite-Aid (RAD) - Get Report: Cramer said this drugstore chain is in the middle of a multi-year turnaround story. Cramer said this stock was left for dead in 2013 but ever since then has been turning itself around and getting more and more profitable. The company also recently announced the $2 billion acquisition of EnvisionRX, a pharmacy benefit manager that will soon put it on par with rivals Walgreens Boots Alliance (WBA) - Get Report and CVS Health (CVS) - Get Report in the red-hot health care cost containment space.

Cramer said when the EnvisionRX deal closes in the next few months, it will allow Rite-Aid to grow even faster while increasing its leverage to negotiate better prices for prescription medications.

Rite-Aid is the most expensive of the three drugstore stocks at 26 times earnings, but Cramer said the company also has the most upside because shares always seem to bounce back from any weakness, such as this week's 4% decline.

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Receptos (RCPT) : Investors looking to speculate on an early-stage biotech can remove a lot of the risk by going with Receptos, Cramer's favorite among the group and a stock that's up 55% in just the past six months.

Receptos is working on a "pipeline in a product" because its main drug, Ozanimod, is proving to treat diseases ranging from relapsing multiple sclerosis to inflammatory bowel disease and Crones' disease.

But Cramer noted that Ozanimod is not expected to hit the market until 2018. Thus, the speculative nature of the stock.

What makes Receptos unique from other biotechs? These stocks trade on clinical data, Cramer noted, so the fear is always of a hidden disappointment. But Ozanimod has already proven to be a well-tolerated drug that's safer than the current treatments, making it a safer bet than most.

The markets also fear delays with early biotech stocks. But here Receptos really shines because it has consistently hit all of its milestones. What about being blindsided by a big secondary offering of stock? Receptos already did two secondaries last year and has enough cash to make it until 2018.

To read a full recap of "Mad Money" on CNBC, click here.

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At the time of publication, Cramer's Action Alerts PLUS had a position in ACT and WBA.