The pipeline that could keep that growth going for many years to come. Game changing medicines that are disrupting the market and crushing the competition. Including many of the old Line Companies whose time now seems spent. We can find growth in the oil patch where companies are putting up 30 Production Growth giving us staggering increases which on days like today we walk away from. But when oils up a buck, people smile on these. They go crazy for the likes of pioneer and eog. We love growth and rapidly expanding retailers and restaurants, red robin gourmet. Buy, buy, buy shares rallied 7. 47. Or starbucks which jumped 1. 62 on price increase in the united kingdom. 5 cents more for cappuccino with skim wet produces a 1. 3 billion rise in the companys capitalization. Neither of these holds a candle to what michael kors the accessory chain accomplished today, with an astounding 49 increase in profits. With samestore sales that soared 23 . Anything north of 5 increase gets these growth managers, Fund Managers salivating. This was more than four times that. No wonder the buyers are willing to pay 79 for the stock, up 4. 35 from the last sale. Even though kors sells 23 times next years earnings, i think its actually cheap. Thats right, cheap, which means i think its going higher. Or theres the bull market in cell towers, which capitalizes the wireless carriers needing to reach more people with clearer signals. Companies that youll hear from tonight with astounding yearoveryear growth that keeps getting rewarded with the new highs, hey, listen, ive got a roof, welcome to it. Nothing gets investors more excited right now, though, than companies that harness mobile, social and the cloud. You have just mobile and investors are interested. You have cloud and theyre getting enthused. But if you have all three of them, the holy trinity of whats working right now is upon you and the buyers are in rapture. Yes, they are bacchanalians partying down on that magical elixir that is growth always wanted to do that. Which brings me to the ultimate social mobile and cloud play on the horizon, the ipo of you fill it in. Its like one of those geico ads. Yeah. Okay . The mobile interactive website. Im doing that. The mobile interactive website that is taking the world by storm with almost 200 million monthly active users up from half of that last year. Clear path to profitability as soon as next year, but certainly by 2015, has everything a growth accolade could possibly ask for. Okay, im talking twitter, which is why i think its going to be the hottest ipo since facebook, maybe even hotter than facebook. And thats what i want to talk about tonight. You see, im deathly afraid of another facebook deal happening here. Whats another facebook mean to me . It means a deal where Institutional Investors who have done an immense amount of valuation work based on insider insights that the rest of us dont have will be giving their final order indications tonight to their brokers for how much stock they like. I can tell you from people i talked to that many large institutions are simply saying to goldman sachs, the keeper of the books for the deal. Look, i do a lot of Commission Business and ill take every share i can get. I want 10 of the deal. I want to circle 10 of the deal. That level of demand for a stock is pretty unprecedented, again with the exception of facebook. The reasoning is twofold. First is a good one. These Institutional Investors are very jazzed, theyre excited about the possibility of owning shares in a company thats generated 620 million in revenue and super jazzed about the possibility of revenues increasing to about 1 billion the year after with double the profits. Second, though, and this is what worries me about you. The big boys are betting that other less informed investors, people who use twitter and love it like me jimcramer, people who dont know how to value the stock but just figure how can you go wrong, are going to come in and buy the stock from the professionals at much higher prices than they could hope to get on a purely valuation style of investing. In short, they want to fleece you. I want to stop that from happening. Oh, sure, therell be some thick and thinners out there who believe in owning, not flipping, and im okay with that. Twitter does have a combination of users who love it and advertisers who thirst for it. You have a Virtual Network created by users getting monetized and it doesnt need to be monetized much overseas, but it will be. It makes tremendous sense to hold on and to try to get more if you are a growthaholic and you understand the vicissitudes of the stock market. I am thrilled for the big boys. I hope they get all the shares they want. What i worry about are the people who think theres no price thats not worth paying for twitter. There is a price where its not worth owning, like ive been telling you, my limit on that valuation is 20 billion. That limit has to do with a combination of what i understand other companies would be willing to pay right now for the enterprise, coupled with an effective discount to facebook because of its smaller scale and so far lack of profitability. Something we know from the last quarter, facebook has in spades. More important, when it proves every single social mobile and cloud stock since it became public, if you have a stock in the deal, go in on the underwriting, you made out like a bandit provided you sold it, but if you didnt and paid the opening price in the aftermarket, within a few months you lost money on every single one. In most cases including facebook, you could buy the stock for literally half of what they opened, at or even less. Thats right, not one of these stocks, yelp, trulia, zillow, linkedin, facebook, not to mention groupon were bargains for those who bought them in the market. They just werent. They just werent. They amounted to the equivalent of grand theft stock market. Even bigger than the video game. I want to point out in every single case except groupon, you did get back to even and a remarkable ride to much higher prices as the blessings of the social, mobile and cloud capabilities kicked in. And the analyst who has done the best preipo analysis of twitter, is saying he feels comfortable paying up to 40 for the stock. And his, the 28 and change amounts to 20 billion. He wants to pay it, says you should be willing to pay more than that. But even peck, who is rigorous and shrewd, and i did mock him initially because i dont like to see research of a company thats not yet public. But he says his ultimate target is 50, 50. He believes its going to be worth almost twice what i think you should pay for it. Peck may be right and i may be right. Twitter might get to 50 eventually. But will it reach 50 before visiting 25 or 23 . Will it go to 50 but shake you out at 20 . Worse, will it open at 50 so the upsides taken out from the start. No matter, what i care about is this. Im giving you my blessing to pay 28 for twitter, far more than people were talking about paying for the company two weeks ago even as nothing new has happened to it. Yes, a few weeks ago, people were laughing at me. They were laughing at me as if i were carrie saying i thought 20 billion made sense. The highest i heard back then when people were cackling was 15 billion. I didnt know a soul at 20 billion. Now, again, with no new information, im suddenly the low man on the totem pole . Come on, thats just wrong. And worse, its risky. Heres my bottom line. I dont want you to take out the big boys at high prices. I dont want you to be the reason they make money on the twitter deal and you dont. I want the companys sales and earnings to be the reasons. So dont go nuts. Take a deep breath. Be conscious there is a price thats too high, and may you get as much twitter on the ipo as possible and as little after that. Arnold in california. Arnold. Jim cramer, love your show. Wondered how you felt about alcotel lucent, alu and their management team. Okay. David faber, my cohost along with Carl Quintanilla on squawk on the street, he is chiding me. Hes looking askance at me. He has arms akimbo at me. There are three good a. C. T. Words. Heres the problem, the stock has been on fire, theyre fixing their balance sheet, i think the orders going to be there. Im not backing away even though weve got a big gain. I still like alu. Mitch in california, mitch . Caller hey, jim, my questions regarding lionsgate entertainment. The stocks been performing over 100 yeartodate, and it dipped in the past month trading about 8 below the alltime high. I would like to know a good play going into earnings season this week as well as the new hunger games film. Youve got to get through earnings before you get to hunger games. I think hunger games is going to be good. I underestimated the first hunger games. Stock was at 16, i thought it would go to 20 and proceeded to go to 30. I believe you have to wait until after the quarter and then hunger games awaits you. Are you atwitter about a social media ipo . And you know which one i mean. Be prudent, dont be crazy. Mad money will be right back. Coming up, eye on the prize. Cramers tracking some of the most innovative biotechs on the street. Regeneron pharmaceuticals. Next generation medical science is helping to drive regeneron to the top of the tape today after reporting a blowout quarter. Then, could Acorda Therapeutics pipeline make it a healthy investment . And later, power tower, your tablet, phone, watch and even your glasses, the more connected we become, the more we rely on Cell Tower Companies like sba communications. Can an investment here connect you with cash . Dont miss cramers exclusive, all coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. If you dont happen to own any of the totally en fuego biotech stocks, you are probably kicking yourself. Ive got a speculative biotech stock thats been a laggard, im talking about Acorda Therapeutics, its up 31 for the year. Its meager against this industry, but the stock has actually come down 16 since july, which is why its so intriguing. It just reported whats known as a mixed quarter last thursday, delivering a 16 cent earnings beat off a 23 cent basis, even as the revenues came in slightly lower than expected. For these small biotechs, i dont care about that. Its not important. What really matters is the pipeline. And i think the quarters pipeline holds a ton of promise. Right now its all about a drug called impura, which helps multiple sclerosis patients regain some of their ability to walk. Some people were worried because sales were basically flat versus the previous year. Its got multiple indications. Its being studied to see if it can restore walking ability for stroke victims and cerebral palsy. Plus, acorda has a nasal spray that helps alleviate epileptic seizures. And on top of everything, they have an enormous early stage pipeline, including, perhaps, we have to talk about. Something potentially i always have to caveat this, spinal cord injuries. Lets take a closer look with dr. Ron cohen, the founder and ceo of Acorda Therapeutics. Welcome back to mad money. Thanks, jim. Thank you, doc. I hesitate to even spend that much time on impura because its all known and youre a pipeline story that happens to be backed by cash. Do you think thats a fair characterization . Absolutely. Its the engine, it helps us go. And sales were up 13 over the same period last year. People were concerned because quarter over quarter, q2 to q3 was flat, and we narrowed our guidance, we gave people 295 million to 305 million this year, and thats showing nice, healthy growth. I mentioned the epilepsy, the possibility of the stroke, these are big, big markets. Spinal cord, which caught peoples fancy . I know i was blown away by the slide show. Im excited about it myself. If you think about it, two years ago when we first got we had just gotten ampyra to market to help people walk with m. S. We had one drug in clinical human studies. Now we have six. So we made a lot of progress in two years. The one i think most people are focused on right now among many great ones is taking the same drug substance thats in ampyra and see if it can help people walk better who have had strokes. Stroke is a huge problem. Seven Million People living with it. Of the markets that are left to tackle. Right. Right . Thats a huge one. And about half of those people have ongoing walking disabilities. 800,000 new cases a year. And we showed in an initial trial some promise with this drug, that it seemed to actually improve walking speed in people with post stroke. So were going to talk to fda and hopefully if they agree, well start by the Second Quarter a new Clinical Study hopefully to help support approval. Right. You go to tremendous lengths in the presentation to talk about the benchmarks you have to meet. In other words, youre setting up a study that basically pits well, doesnt pit, but shows people with nothing that are just trying to get back this is about rehab. Were people rehabbing with your drug . So this is taking people who had a stroke anywhere from six months ago to 30 years from now. Average of ten years, actually, after stroke. And whatever it is theyre doing, it doesnt matter, were going to bring in people who just have problems, maybe theyre rehabbing, maybe theyre not, but were going to give some of them this drug and some of them are going to get a placebo and were not going to know which. And then were going to compare. Thats what we did in the first study and found that the people who got the drug did better than the people who got the placebo. It still could be a couple of years, right . Yep. But it is an exciting new world for these people. It is very exciting. Youre very understated in your presentations, which is good, no room for hype in this business. Is there some sort of epidemic of epilepsy right now in this country . Yes, there are about 2. 3 Million People with epilepsy. People in the field call it the hidden disease because most people with epilepsy, if they can, they dont tell anyone about it. You probably know a lot of people with epilepsy and dont know you know them. Yes. Theyre trying to keep it low key. Correct. And some of these people, a lot of these people are not fully controlled on the medicines we have. They get breakthrough seizures, clusters, theyll get one seizure and a few hours later another one. These are very dangerous and frightening. And theres only one medication that anyone can use at home without going to the emergency room. And it turns out you have to deliver it as a rectal gel. And most people arent up for that. Little kids can use it, their parents give it to them, so on. Weve developed the same drug but in a nasal form. You just take a quick spray and it does, we think, the same thing. And weve Just Announced today that weve filed with the fda to ask for approval for that drug. And if it does get approved, we could be on the market as early as next year some time. I think this is huge. The doctors i deal with on this particular issue are flummoxed. They dont know. Theyre deathly afraid something bads going to happen. They have nothing for these people. This could be it. Well, this is a great rescue medication. Right. Thats what im talking about. Something happens, theres people i just dont think people realize how big it is. It we think its a very important indication. With the time left, i we have regeneron on later, i remember the initial regeneron, spinal cord injuries, the Defense Department cares. Everybody cares. Anything within five years possible here . I founded the Company Based on my interest in spinal cord injury. We know how awful it is. We have a really exciting medication. We just started a Clinical Trial in people with acute spinal cord injuries, and in preclinical studies, it showed a potential for rescuing spinal cord tissue so that they preserve more function later. Now, this trials going to take a couple of years and hopefully well get some nice signal at the end of it. Not a reason to buy acorda. Its a reason to follow acorda. I agree. The other ones are reasons to buy. I would agree with that. Thats dr. Ron cohen, the president and ceo of Acorda Therapeutics. Its a remarkable presentation. Some companies are really trying to solve the big issues in this country in disease, acordas one of them. Stay with cramer. Coming up 20 20. Next generation medical science is helping to drive regeneron to the top of the tape today after reporting a blowout quarter. Could the catalyst to come make this stock a healthy investment . Dont miss cramers exclusive. Stacys mom has got it goin on stacys mom has got it goin on stacys mom has got it goin on [ male announcer ] the beautifully practical and practically beautiful cadillac srx. Get the best offers of the season now. Lease this 2014 srx for around 369 a month with premium Care Maintenance included. Look at regeneron go. Heres a biotech stock, one of the four horsemen of the big pharma apocalypse that simply seems unstoppable to me. Regeneron just reported this morning the company shot the lights out. Truly stunning numbers. 52cent earnings beat, 52cent earnings beat off 1. 88 basis. Revenues that rose 39. 6 yearoveryear. Biggest beat of the quarter, biggest beat of the year. Whats more, going to the quarter we heard a lot of chatter about regenerons big blockbuster Macular Degeneration drug, which could potentially slow the turbo charged growth. What happens, once again the numbers are phenomenal. Linked quarter with management raising their Sales Forecast and announcing theyve asked the fda for approval for a new indication, diabetic macular adema, which could add to peak sales. No matter how well the stock goes, it seems wall street cant get their collective head around the scale of the opportunity here. Stock has given you a 65 gain since we last spoke to the ceo back in january, maybe the best call in the history of mad money when i initially recommended regeneron trading at 5 back in 2005 after one of our earliest c. E. O interviews. 5,995 gain, if you invested 1,000 in regeneron, its 60,000. Lets go back into the well with the cofounder and ceo of regeneron pharmaceuticals, learn more about the quarter and whats next for his business. Boy is ther