One of the company's moves was into areas where its competition wasn't: areas like Africa, Southeast Asia and Colombia in Central America. Sanofi also expanded into animal health, both for pets and animals used for food production. Both of those businesses are constant performers, noted Viehbacher. Another area of interest was in treating the nearly 7,000 rare diseases that afflict humans. Medical science currently only treats 300 of them, said Viehbacher, leaving many so-called "orphan drugs" to be developed. One of those drugs is Kynamro, being developed in conjunction with Isis Pharmaceuticals ( ISIS), which came under fire for safety concerns. Viehbacher called Isis a terrific partner and said Kynamro provides a significant benefit to patients but will need to be monitored further. Finally, when asked about the rampant diabetes epidemic that affects 350 million people around the globe, Viehbacher said that while people will spend $100,000 to treat this life-long disease, they haven't spent $1 working to prevent it, something that he hopes one day to change. Cramer said Sanofi is one stock that's not done going higher.
In the Lightning Round, Cramer was bullish on Nike ( NKE), LinnCo ( LNCO), CenturyLink ( CTL), Verizon ( VZ), Forest Laboratories ( FRX) and Royal Caribbean Cruises ( RCL). Cramer was bearish on Under Armour ( UA), AT&T ( T), BP Prudhoe Bay Royalty Trust ( BPT) and Windstream ( WIN).
On the Right Side of Expectations
For his final "Executive Decision" segment, Cramer spoke with Abhi Talwalkar, president and CEO of LSI Corp ( LSI), a company on the right side of the expectations game. Its shares rose 7% Thursday after the company reported in-line results. Talwalkar said investors were fearing the worst from LSI, but the company is further along in its transition away from PCs and into cloud and data center infrastructure. He said LSI owns the base station, which is where all mobile devices must first connect to for their data. LSI has proprietary technology that helps network data get to where it needs to go. Talwalkar said that while all of technology spending is constrained at the moment, there is still a lot of great new technology being developed, which will eventually lead to a strong tech cycle going forward. He said data are being generated no matter what the economy, which is why LSI's products will always be in demand.