John Flavin

CEO, Portal Innovations
@JohnLFlavin · tracked since Feb 2026
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
XBI long +4.1%
XPH long +2.1%
Worst Calls
No live losers yet
Most Mentioned
XBI ×3
XPH ×1
Recent Calls
XPH long 3 months ago
XBI long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 0%
90d 100%
Average Return +3.1% Long Return +3.1% Short Return -
Average Return
7d +1.3%
30d -5.0%
90d +3.9%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
XBI SPDR S&P... SPDR S&P Biotech ETF
Long
Feb 20
$124.78
+4.1%
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.
Healthcare
YOUTUBE
XPH SPDR S&P... SPDR S&P Pharmaceut...
Long
Feb 20
$57.03
+2.1%
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.
Healthcare
YOUTUBE
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