Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 9/25/25
12 snips
Sep 25, 2025 Dan Barber, President and CEO of Equestive Therapeutics, dives into the groundbreaking oral thin-film epinephrine product, Anafilm. He shares insights on its FDA fast-track status and the potential to transform anaphylaxis treatment by significantly increasing prescriptions. Barber discusses the size of the current epinephrine market and anticipates expansion in adoption. He also reveals Equestive's innovative Adreniverse platform, paving the way for future advancements in various indications.
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Two Economies, One Market
- Jim Cramer differentiates two economies: an AI-driven boom and a weakening consumer sector.
- He warns averages mask this split, making the consumer slowdown hard to see.
AI Spending Scales Vastly Larger
- CoreWeave expanded its OpenAI deal to $6.5 billion, showing massive AI infrastructure spending.
- Cramer contrasts this with consumer companies that cannot sign deals of similar scale.
Weigh Rate Sensitivity In Consumer Stocks
- Consider rate sensitivity when evaluating companies like CarMax and homebuilders.
- Avoid long positions that rely on substantial Fed rate cuts unless you believe long-term rates will fall too.
