Sohn San Francisco 2025: Ishara’s Shaun Mehra Says This Biotech Should More Than Double

At the Sohn San Francisco Investment Conference on October 28, 2025, Shaun Mehra of Ishara Investments laid out a high-conviction long in a $4 billion biotech stock.

The pitch centered on an overlooked neurology franchise in essential tremor, fresh Phase 3 success in October, and a path to a large commercial market that public investors still discount.

Speaker and setup

Speaker: Shaun Mehra, founder of Ishara Investments, a healthcare-focused long and short manager based in Los Angeles with over $100 million in AUM.

Ishara combines finance, medicine, statistics, and psychology to underwrite therapeutic assets.

The hedge fund launched in 2023 and runs a low-net, research-heavy process that emphasizes risk management and statistical validation.

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The one-line thesis

The stock pitched is a clinical-stage neurology company with a lead program in essential tremor.

After a February 2025 interim setback and a 50 percent drawdown, the company reported strong Phase 3 results in October 2025, which Ishara argues are scientifically credible and commercially meaningful.

Mehra believes the U.S. opportunity exceeds 10 billion dollars in peak sales, with a realistic near-term rerating as the market absorbs the new data and a fuller rerating as approval and launch approach.