The health care industry has been shaking in its scrubs ever since President Obama decided on a sweeping overhaul. Wall Street, apparently just as scared, has responded by selling the sector’s stocks. But while everyone has been wondering how big a hit these companies would take, Cramer has said that one group among them could be spared – the cost cutters. That’s why he’s bullish on MedcoHealth Solutions.

This pharmacy benefit manager uses its bargaining power to get its customers lower drug prices and then pockets the difference. The big money is made when brand-name drugs go off patent. For every $100 million worth of branded drugs that go generic, Medco’s clients save $45 million and the company earns $9 million. That makes for some exciting prospects between 2008 and 2015, which should see $104.7 billion worth of drugs lose patent protection. The potential payout for Medco? $9.4 billion.