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Sohn HK: Ex-Coatue Analyst Vaibhav Singh Sees Triple-Digit EPS Growth in Indian Stock

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Vaibhav Singh - 2025 Sohn Hong Kong Conference
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Vaibhav Singh, Managing Partner at Panvira Management, focused his presentation at the 2025 Sohn Hong Kong Conference on India’s burgeoning technology and healthcare sectors, presenting Piramal Pharma Solutions as a potential “next-generation infrastructure layer for modern medicine”. Singh’s firm, launching soon, aims to capitalize on India’s leading tech companies.

Before launching Panvira, Singh was head of Asian public equities at famed Tiger Cub,

The revolution antibody drug conjugates

 

2025 Sohn Hong Kong Conference – Panvira Management’s Vaibhav Singh

Singh sets the stage by discussing the revolutionary advancements in cancer treatment, particularly highlighting Antibody-Drug Conjugates (ADCs). He describes ADCs as akin to “guided missiles” that precisely target cancer tumors, offering a significant improvement over traditional chemotherapy, which he likens to indiscriminate “cluster bombs”. The potential of the modern medicine market that infrastructure providers like

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