Doug Kass shares his thoughts on Apple, Allergan and Western Digital.
Eli Lilly has become the new go-to name in the pharmaceutical space, even over Johnson & Johnson, Cramer said.
'These companies are all assessing the Trump effect,' Cramer said.
Incyte has been doing great, locking in deals with Bristol-Myers and Merck. It's worth a lot more in a takeover situation, Cramer said.