TD Cowen Insights

Recorded on 11/23/20 Cowen’s Retail & Luxury Analyst Oliver Chen speaks with Saks Fifth Avenue CEO & President Marc Metrick on what “new luxury” means for stores, customer, product, and experience innovation. They discuss the connected experience, COVID-19’s impact on luxury goods, and new platforms. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by S...

Recorded on 11/06/20 Cowen Restaurants Analyst Andrew Charles caught up with Kitchen Podular CEO Michael Manion on the industry’s pivot into an off-premise oriented future and opportunities for restaurants to pursue a capital light presence. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information a...

Recorded on 11/13/20 Cowen Restaurants Analyst Andrew Charles talks with Kitchen United CEO Michael Montagano about how ghost kitchens/kitchen centers help restaurants support the sharp increase in the industry’s off-premise digital sales, both in a COVID-19 backdrop and beyond. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company....

Recorded on 11/05/20 On today's podcast, Cowen's analyst Charles Rhyee has a conversation with Eddie Martucci, Co-founder and CEO of Akili Interactive, a leading digital therapeutics company creating prescription treatments for people living with cognitive disorders that are delivered through immersive action video game experiences. Akili has received recognition from numerous entities, including...

Record on 11/09/20 Cowen analyst Jaret Seiberg discusses how financials and housing are facing a divided government now that the election is over. That generally reduces the risk of onerous legislation but still leaves these sectors exposed to regulatory threats. On our podcast, we go through the various sub-sectors within financials and housing to predict who can benefit and who is most exposed t...

Recorded on 10-06-20 Some listeners will recall several podcasts we recorded around Cowen’s 5th annual FutureHealth conference earlier this June. Charles Rhyee, Cowen’s Healthcare Technology analyst, hosts today’s podcast which is the first episode in a new monthly series that continues Cowen’s efforts to bring together thought leaders, innovators, and investors to discuss how the convergence of h...

Record on 10/05/20 Cowen analyst Jaret Seiberg dissects why progressive Democrats want to change how people pay for financial services. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new...

Recorded on 10/05/20 WRG’s Rick Weissenstein sits down with Mike McCaughan, Founding Partner of Prevision Policy. In this episode we discuss Prevision Policy about the FDA Ad Com on COVID19, Election 2020, and drug pricing. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how pol...

Record on 08/31/20 Cowen analyst Jaret Seiberg dissects the presidential election and the prospects for additional stimulus while also looking at the biggest policy developments from August for financials and housing. That includes the new fee on mortgage refinancings and big bank common dividends. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analy...

Recorded on 08/03/20 WRG’s Rick Weissenstein sits down with Mike McCaughan, Founding Partner of Prevision Policy. In this episode we discuss what’s on tap in August at the FDA, are CRLs increasing, are inspections declining, and will a COVID Vaccine need an adcom. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. e...

Recorded on 7/29/20 In the latest episode of Nightmare on K Street, Chris Krueger of Cowen's Washington Research Group tackles Phase IV coronavirus relief prospects and inventories potential 2020 election game-changers. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politic...

Recorded 07/09/20 On this episode, we interview Dr. Erik Mittra, an associate professor of diagnostic radiology at the Oregon Health & Science University. Dr. Mittra has a particular interest in targeted radioisotope therapies in oncology and he is a nationally recognized expert in this area. Podcast episode hosted by Cowen's managing director and senior research analyst covering emerging grow...

Recorded on 07/07/20 WRG’s Chris Krueger chats with JAG Public Affairs’ Jonathan Grella to discuss COVID-19 relief legislation, the latest 2020 election analysis (including Biden’s Veepstakes), as well as Supreme Court retirement rumors. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly tra...

Recorded on 06-22-20 In this episode, we talk about the role of technology in the provider setting. Technology is playing an increasingly important role in optimizing the workflows and reducing the administrative burdens of providers. And to help us explore this topic is Bill Korn, CFO of MTBC, a health information technology company that helps customers increase revenues, streamline workflows and...

Recorded on 06-22-20 Join us as we speak Suresh Katta, founder and CEO, along with Greg Simpson VP and Head of Marketing, of Saama Technologies, a clinical data analytics company that leverages AI to integrate, curate and animate structure, unstructured and real-world data to deliver actionable insights for biopharma. In this episode, we talk about AI-powered data and analytics in clinical develop...

Recorded on 06-19-20 Join us as we speak with CEO of Glooko, Russ Johannesson and discuss the future of digital diabetes care. Podcast episode hosted by Cowen's Health Care Analyst, Ryan Blicker, who covers diabetes devices, an industry with exciting long term secular growth. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. Se...

Recorded on 06-18-20 In this episode, we talk about data. The explosion of data in the digital age has changed how we do just about everything, and that holds true for healthcare as well. The biopharma industry, which has always valued and sought out new forms of data has increasingly started looking outside the controlled environment of clinical trials to find data from the real world. One newer...

Recorded on 06-18-20 In this episode, we continue the discussion around digital therapeutics with David Klein, co-Founder and CEO of Click Therapeutics, which develops software as a prescription medical treatment using cognitive and neurobehavioral mechanism to enable change within individuals. Podcast episode hosted by Cowen's Health Care Technology Analyst Charles Rhyee. For Disclosures, click h...

Recorded on 06-17-20 Join us as we speak with Chief Strategy Officer of Welldoc Anand Iyer who played a key role in the development of Welldoc’s BlueStar, the first FDA-cleared mobile prescription therapy for adults with type 2 diabetes. Podcast episode hosted by Cowen's Health Care Technology Analyst Charles Rhyee. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure Hos...