NEW YORK (TheStreet) -- On CNBC's "Cramer's Stop Trading" segment, TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio, said a battle is brewing between Gilead Sciences (GILD) and Express Scripts (ESRX).
Gilead developed what he called a "wonder drug," referring to its hepatitis C pill, Sovaldi.
Express Scripts, an AAP holding, is trying to force Gilead to cut its prices, saying insurance companies don't want to pay so much for patients to get the treatment.
In the end, "Gilead wins this fight," Cramer argued. He reasoned that Sovaldi is a cure to a fatal disease. That alone is worth "a great deal" to the insurance companies because without the treatment, insurers have to pay the health costs for maintaining these patients, which is expensive.
Gilead has been one of the weakest stocks in the market, he said, adding he's unsure if it will bottom on Tuesday. However, he maintains that Gilead is a "wonder company."
-- Written by Bret Kenwell in Petoskey, Mich.