Jim Kramer here to share a short preview of my take on the market from today's

members-only CNBC Investing Club Morning Meeting.

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That's one word, morning take.

We did raise some cash yesterday through a few different ways,

whether it was a trim of eaten, which is up again today.

But we made a pharma swap, sold out of Bristol Myers and bought J&J a new position.

Bristol would have been doing better than J&J?

Over the last six months, yeah, if you step back.

But really the difference here I would say is, look, Bristol, it's a big year for them in terms of the pipeline, whether it's several Krofi readouts, some other key drugs, too.

They got a hit on these where

J&J, commercial excellence, they have a great

portfolio. Now, a great pipeline as well,

whether it's the cancer friendship,

franchise, multiple myeloma.

The case franchise is second than none.

Yeah. Neuroscience

as well with actually a competitor

to Kovinefi. Immunology

had a recent oral medication

that was recently approved. How about the spin-off

...