John Flavin 1.6 4 ideas
CEO, Portal Innovations
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By sector
ETF
4 ideas
-4.2%
Top tickers (by frequency)
XBI
3 ideas
0% W
-2.5%
XPH
1 ideas
0% W
-7.6%
Best and worst calls
Best calls
XBI LONG
-2.5%
Big Pharma engaged in $138B of M&A last year due to looming patent cliffs. The "nuclear winter" for biotech (2021-2024) ...
Feb 20
XPH LONG
-7.6%
Big Pharma engaged in $138B of M&A last year due to looming patent cliffs. The "nuclear winter" for biotech (2021-2024) ...
Feb 20
Worst calls
XPH LONG
-7.6%
Big Pharma engaged in $138B of M&A last year due to looming patent cliffs. The "nuclear winter" for biotech (2021-2024) ...
Feb 20
XBI LONG
-2.5%
Big Pharma engaged in $138B of M&A last year due to looming patent cliffs. The "nuclear winter" for biotech (2021-2024) ...
Feb 20
Biotech M&A will continue to be strong.
Biotech M&A is on fire and expected to continue due to pharma's need to refill pipelines ahead of a $300 billion patent cliff in 2030. Deals are happening earlier and at smaller sizes, benefiting biotech companies.
CEO, Portal Innovations
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.
CEO, Portal Innovations