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NEW YORK ( TheStreet) -- April is the most bountiful month of the year when it comes to the stock market, Jim Cramer told his "Mad Money" TV show viewers Monday. That's why Cramer is pushing the skeptics aside and reviewing his "Do Something" list of stocks that are taking charge of their own destinies. Cramer first debuted his "Do Something" list on Nov. 29 and since then the 10 stocks have risen 23.9%, far more than the market's 10.2% rise. Leading the group is Hess ( HES), which continues to sell assets to unlock its hidden value. Then there is Deckers Outdoor ( DECK), which has risen 45% thanks to a cold winter. Manitowoc ( MTW) remains a company worth breaking up, Cramer contended, as is Mine Safety Appliance ( MSA), which are up 33% and 29%, respectively, since being added to the list. Fortune Brands Home & Security ( FBHS) remains a takeover target, said Cramer, even with that stock up 22%. Also on the list: Johnson & Johnson ( JNJ), a stock Cramer owns for his charitable trust,
Biotech FavoritesThe future of drug stocks isn't with Big Pharma, Cramer told viewers, it's with smaller biotech names. That's why Cramer continued his in-depth look at the biotech sector by taking a peek at some of the smaller, more speculative companies that treat orphan diseases. He reminded viewers that while orphan drugs often treat fewer than 200,000 patients, thanks to Food and Drug Administration protections companies can charge upwards of $200,000 per year per patient for some of these cutting-edge therapies. Among his favorites in the group are Alexion Pharmaceuticals ( ALXN) and BioMarin Pharmaceuticals ( BMRN), two stocks up huge over the past year.
Cramer said that Alexion's primary drug, Soliris, is the gift that keeps on giving. It currently treats ultra-rare blood conditions to the tune of $1.5 billion in sales, but is also in testing to treat numerous other conditions which could add another $2.5 billion in sales. Shares of Alexion are down 19 points from their highs after a disappointing quarter in October and the company receiving an FDA warning letter last week. Cramer said he's not worried about the quarter because the analysts clearly got ahead of themselves, and the warning letter simply means the company will need to refine how it manufactures Soliris a little further. Trading at just 28 times earnings with a 33% growth rate, Cramer said that Alexion remains a bargain. Then there's BioMarin, a company with a $7.7 billion market cap but no earnings. Cramer said this company makes enzyme replacement therapies to treat a host of rare genetic diseases. Like Alexion, it has a robust pipeline of new drugs and new indications for its existing stable. Shares of BioMarin are just off their highs and Cramer said he remains a buyer of this biotech, too.