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Tempur Sealy International Inc. Message Board

moneynow27 210 posts  |  Last Activity: 14 hours ago Member since: Sep 2, 2010
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  • Reply to

    Note to self

    by antoniojr93 Jun 2, 2016 12:32 PM
    moneynow27 moneynow27 Jun 2, 2016 1:02 PM Flag

    It's everything you've said, plus much needed technical repair to the chart. All the day trading, and the lying bear thesis' out there don't help. Out of the catalysts you mention, only a buyout or a credible buyout rumor will have a sustainable result to the SP, IMHO. On another note, look at SRPT today....sigh.

  • Seems way overdone....

  • Reply to

    big up day ...but why?

    by johnstangland Jun 1, 2016 10:34 PM
    moneynow27 moneynow27 Jun 1, 2016 11:30 PM Flag

    Have you seen the report that says their license growth has slowed dramatically, and analysts feel this trend will continue? To answer your question, I would say the stock has now rallied to a major resistance level on the weekly chart. I would not be surprised to see a return to around $50 in a few days.

  • Reply to

    Irina - Mizuho comments (the details)

    by justarook04 Jun 1, 2016 7:35 AM
    moneynow27 moneynow27 Jun 1, 2016 8:18 AM Flag

    "With the recent run-up, the shares are fairly valued".....To me, that makes everything else she says irrelevant. At the very least she could have raised the stock to a buy, with about a $25 PPS target, to allow for some justified upside from here. With the stock already over $19, she doesn't see it moving anywhere soon. She's still bearish, IMHO. I can't even imagine where we'd be trading if ZS had any approval at all the other day.

  • Reply to

    irina upgraded us

    by antoniojr93 Jun 1, 2016 7:01 AM
    moneynow27 moneynow27 Jun 1, 2016 7:32 AM Flag

    That makes no sense as a reason to be bearish (switching banks). We're already trading over $19, mid $19's in pre market, and she's blessing us with .50 of upside and neutral? I'm not sure what her problem is.....

  • moneynow27 by moneynow27 May 31, 2016 10:40 AM Flag

    We wanted to make sure you've received this memo from last year:

    October 21, 2015
    Release
    The U.S. Food and Drug Administration today approved Veltassa (patiromer for oral suspension) to treat hyperkalemia, a serious condition in which the amount of potassium in the blood is too high.
    “Too much potassium in the blood can lead to dangerous, even fatal, changes in heart rhythm,” said NormanStockbridge, M.D., Ph.D., director of the Division of Cardiovascular and Renal Products in the FDA’s Center for Drug Evaluation and Research. “It is important to have treatment options for hyperkalemia available to patients.”

    And we hope you had a chance to read this memo from last week:

    The FDA handed down a major shock to AstraZeneca ($AZN) yesterday when it rejected its key hyperkalemia drug ZS-9, leaving potential rival Relypsa’s ($RLYP) shares to jump in after-hours trading.

    Relypsa already markets its hyperkalemia treatment Veltassa, but AstraZeneca was meant to swoop in and take the lion’s share of a market potentially worth $6 billion.

    Make no mistake, this is a major blow to AstraZeneca, which just last year paid out $2.7 billion for ZS Pharma ($ZSPH) to gain access to the drug, with Relypsa’s shares typically ticking downward in the past 6 months in expectation of its Big Pharma-backed rival gaining the green light.

    Many analysts believed an AstraZeneca approval was a no-brainer, and its candidate has been seen as more favorable by analysts given concerns over Veltassa’s black-box warning issued by the FDA alongside its approval in late 2015.

  • moneynow27 moneynow27 May 31, 2016 10:11 AM Flag

    I read his "report". Favus is a desperate moron. It should be noted than no one else in the analyst investment universe agrees with him.

  • Reply to

    Only Choice

    by canacejohn May 31, 2016 8:17 AM
    moneynow27 moneynow27 May 31, 2016 8:32 AM Flag

    Oh and I almost forgot, M&A adds icing on the cake, and improves the overall sentiment in the Biotech space.

  • Reply to

    Only Choice

    by canacejohn May 31, 2016 8:17 AM
    moneynow27 moneynow27 May 31, 2016 8:29 AM Flag

    If I had the time, I'd be bumping up your post all day long. You're correct, there's no competition. TBH, the only thing holding back the momentum and a substantive advance in the stock price is that it takes a little bit of time to improve the technicals on the chart, but I think that will happen starting this week. Keep in mind, analysts, traders (mostly shorts), and the street thought ZS would get a clean approval, and instead they received the worst scenario, a complete response letter from the FDA. Now the healthcare funds and others have to buy RLYP, to add to their portfolios.....
    And wait until the arbitrage folks jump in later......

  • Reply to

    irina - mizuho

    by antoniojr93 May 29, 2016 6:26 PM
    moneynow27 moneynow27 May 30, 2016 2:29 PM Flag

    It sounds very positive to me:

    Mizuho analyst Irina Koffler is re-evaluating her Underperform rating and $12 PT on Relypsa (NASDAQ: RLYP) after AZN announced receipt of a CRL for its ZS-9 zirconium silicate NDA, with a delay that they expect to persist well into 2017.

    The CRL was attributed to pre-approval manufacturing deficiencies along with submission of additional data ahead of the NDA that required more review time. Koffler hypothesizes that this could have been the human drug-drug interaction data on the ZS-9 molecule, which Relypsa submitted post-approval on Veltassa, while the manufacturing issue is more difficult to predict.

    "We previously indicated that this outcome represents the best possible scenario for Relypsa as it gives it more time to gain traction in the market as first-mover and increases the likelihood of takeout interest in the name," Koffler said.
    "That said, we still view the Veltassa launch trajectory as quite slow and expect the stock to remain relatively range-bound until growth becomes more tangible. Today we expect a strong rebound to the stock towards our $31 takeout valuation and will re-evaluate our rating and PT after speaking with mgmt."

  • Reply to

    Here's a thought, as crazy as it may sound....

    by moneynow27 May 30, 2016 12:57 PM
    moneynow27 moneynow27 May 30, 2016 1:38 PM Flag

    Yes, but think about it adam....The last sentence of your post is important...AZN has already spent about $2.7 Billion on their failed ZS acquisition. They can still focus on oncology longer term.... They cannot recover that money anytime soon, so why not win the entire market share of the drug, rather than potentially allowing another big pharma competitor of AZN to acquire RLYP, ensuring a loss they virtually will never recover from? I would think I'm preaching to the choir......

  • Reply to

    Here's a thought, as crazy as it may sound....

    by moneynow27 May 30, 2016 12:57 PM
    moneynow27 moneynow27 May 30, 2016 1:18 PM Flag

    I can tell you this antonio....If this thesis is more than just a remote possibility, which I think it is, it will be reflected in the stock price over the next 3 weeks or so. Accordingly, I would not be surprised to see a move to $24-$25 in the next 3-4 weeks, even without any BO rumors. The more I consider this (an AZN BO), the more it makes perfect sense. The risk for the stock is to the upside, there is very little if any downside risk from here.

  • Maybe AZN should consider doubling down at this point, given their disappointment with the ZS CRL and long delay. AZN still has the cash to fund their ongoing acquisition strategy. So acquire RLYP,, their main competitor. Pick up an FDA approved drug with first mover advantage to add to their portfolio, and have the entire multi-billion dollar hyperkalemia market all to themselves. Support Relypsa's launch, marketing effort, sales, etc, adding immediate value and long term accretive revenue. Then if/when ZS is approved, they've got the entire market to themselves.
    Think about that. I don't know if anti-trust laws apply here or not, I don't think they will, I'm still checking. I don't use a buyout as my investment thesis or catalyst, but this may make perfect sense. I'm interested to see how others feel about this idea.........

  • Reply to

    A couple of questions to today's trading.

    by timeout2575 May 27, 2016 6:18 PM
    moneynow27 moneynow27 May 27, 2016 6:54 PM Flag

    Mango I get that.....but that was 1 day of trading, and remember a lot of people bought at higher levels, and felt this was their chance to break even. I know it makes no sense, but not much in this market does. Think about everything you said in your post, which was a good post, and you'll feel better knowing the street will reward this company now that the headline risk is gone. Traders have to have a longer horizon than 1 day or 1 week.

  • Reply to

    A couple of questions to today's trading.

    by timeout2575 May 27, 2016 6:18 PM
    moneynow27 moneynow27 May 27, 2016 6:41 PM Flag

    Your first problem is following Twitter. "Consensus on Twitter there will be more pain ahead." I'm not sure what you, or the people on Twitter are talking about....In case you missed it, the stock was up 9% today. Geeessh.

  • Reply to

    What can move this stock significant down

    by vs1234gs May 27, 2016 5:52 PM
    moneynow27 moneynow27 May 27, 2016 6:21 PM Flag

    I don't know if you still have a position or not, but I'm surprised to hear you say this, given the other posts of yours I've read over the past few weeks. Yes, it's possible some large shorts who were burnt with today's news are doubling down, but you can count on them covering early next week. If you get a chance, read my technical take on my thread "I can't believe some of the posts here,", because honestly this is not just my words, it's a textbook take on today's action.

  • Reply to

    I can't believe some of the posts here.....

    by moneynow27 May 27, 2016 4:21 PM
    moneynow27 moneynow27 May 27, 2016 5:40 PM Flag

    I'm still reading posts here from disappointed longs. Disappointed in what? Does everyone realize Relypsa is the sole player now in a multibillion dollar market opportunity? I mean, potentially our biggest competitor was just told they cannot bring their drug to the market to sell for a long time! This mean Veltessa can ramp up sales, and there's no headline risk! With the solid efficacy results reported the other day, more institutions taking positions, and now today's news about ZS, which is worse than if they received a BB! I just don't get how anyone long this stock can be disappointed.
    Anyone who has a time horizon longer than one day is excited about all this great news...I know I am.

  • Reply to

    I can't believe some of the posts here.....

    by moneynow27 May 27, 2016 4:21 PM
    moneynow27 moneynow27 May 27, 2016 4:23 PM Flag

    Deerfield Management reported a 2 million plus share stake in RLYP in a filing today, even more good news.

  • It's not unusual (apologies to Tom Jones) for traders to sell after the initial gap up, and make an effort to close the gap. I would have been more concerned if it just continued a steady move up from the am, hour after hour on the 60 minute chart, with virtually no profit taking, because you would almost guarantee to have a sharp move down first thing Tues. morning.
    When you close the day with an intraday chart slanting down like we did today, you're more than likely to resume the upward move the next trading day, esp. if the previous gap is not filled Tues. morning.
    So those long here, I wouldn't be concerned about today's tape at all. We had expected resistance today on the weekly chart near $22, because that 20day ma has been resistance in the past.
    By the way, we have some new clowns on the thread now, I think they'll be gone next week. Bottom line, the news today was amazing, the headline risk is gone, and we should gradually move up from here.

  • Reply to

    Once again, shorts control

    by beverlyhistory1 May 27, 2016 3:18 PM
    moneynow27 moneynow27 May 27, 2016 3:48 PM Flag

    Only a masochist would short a company that just found out they will control a billion dollar market opportunity.

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