Calls
2
John Flavin
CEO, Portal Innovations
Win Rate
100.0%
return
+19.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 20
$124.78
+21.3%
Big Pharma engaged in $138B of M&A last year due to looming patent cliffs. The "nuclear winter" for biotech (2021-2024) is ending. Pharma giants *must* buy innovation to replace expiring revenue streams. This capital recycling, combined with a rotation out of tech, creates a favorable environment for biotech IPOs and acquisitions in 2026. LONG Biotech and Pharma (specifically Immunology/Inflammation). Regulatory crackdown on drug pricing or M&A antitrust blocking.
Big Pharma engaged in $138B of M&A last year due to looming patent cliffs. The "nuclear winter" for biotech (2021-2024) is ending. Pharma giants *must* buy innovation to replace expiring revenue streams. This capital recycling, combined with a rotation out of tech, creates a favorable environment for biotech IPOs and acquisitions in 2026. LONG Biotech and Pharma (specifically Immunology/Inflammation). Regulatory crackdown on drug pricing or M&A antitrust blocking.
Thematic ETFs
Long
Feb 20
$57.03
+17.3%
Big Pharma engaged in $138B of M&A last year due to looming patent cliffs. The "nuclear winter" for biotech (2021-2024) is ending. Pharma giants *must* buy innovation to replace expiring revenue streams. This capital recycling, combined with a rotation out of tech, creates a favorable environment for biotech IPOs and acquisitions in 2026. LONG Biotech and Pharma (specifically Immunology/Inflammation). Regulatory crackdown on drug pricing or M&A antitrust blocking.
Big Pharma engaged in $138B of M&A last year due to looming patent cliffs. The "nuclear winter" for biotech (2021-2024) is ending. Pharma giants *must* buy innovation to replace expiring revenue streams. This capital recycling, combined with a rotation out of tech, creates a favorable environment for biotech IPOs and acquisitions in 2026. LONG Biotech and Pharma (specifically Immunology/Inflammation). Regulatory crackdown on drug pricing or M&A antitrust blocking.
Thematic ETFs
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John Flavin has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: XBI, XPH.
