TD Cowen Insights

Recorded on 10/21/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch with the early vote in the battleground states & what happens after voting ends on November 5. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 10/11/24 Manufacturing capacity, workforce hiring and retention, and a host of other issues continue to bedevil DoD and U.S. defense manufacturers. Please join us for a discussion with Dr. Jerry McGinn about the health of the U.S. industrial base and his latest analysis of case studies in prior U.S. defense buildups.  https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz...

Recorded on 10/14/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch in the seven key Presidential battleground states. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 09/10/24 Whereas software had traditionally been used by patients to track and manage their disease, clinical evidence has demonstrated software can also be used to as a therapeutic to impact clinical outcomes. Prescription digital therapeutics (PDTs) are uniquely positioned to address some of the key shortcomings of traditional pharmaceutical-based treatments, including stigma, poor a...

Recorded on 09/12/24 In this episode, we feature Alisa Lask, CEO of Rion Aesthetics, a regenerative aesthetics company pioneering human derived ingredients in skincare, to discuss the convergence of wellness and beauty and the use of platelet-derived exosome technology. Backed by over 15 years of visionary science, Rion aims to transform the regenerative aesthetics market. https://go.td.com/Podcas...

Recorded on 09/24/24 The post-COVID travel surge continues despite the occasional air pocket. This episode features Tom Fitzgerald, TD Cowen's airline analyst, and Kevin Kopelman, TD Cowen's senior hotels and online travel analyst, discussing major dynamics across airlines, hotels, and online travel, summer 2024, and key industry debates as we head into 2025. https://go.td.com/PodcastDisclosure Ho...

Recorded on 10/04/24 On this episode of the NatSec Need To Know, we have an extended cut of our Reporters' Roundtable to discuss the Washington outlook through the Lame Duck session and to discuss high-profile Air Force and Army trade shows. We also go deep on the Navy’s struggles with buying and building submarines.  https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. Se...

Recorded on 10/07/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses 3 signals to watch in the 2024 noise: 1) Race for the Senate; 2) Race for the House; 3) $4.5T+ Tax & Fiscal Cliffs for New Congress.   https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ad...

Recorded on 09/10/24 Evernorth has played a leading role in the development of value-based contracting programs to assist plan sponsors in managing rising pharmaceutical costs. As plan sponsors are faced with the cost impacts of the rising mix of specialty drugs, they are increasingly turning to solutions such as Evernorth's SafeGuardRx, which combines financial arrangements for plans with clinica...

Recorded on 09/30/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses 3 signals to watch in the 2024 noise: 1) VP Debate Preview; 2) All-Important Campaign Ground Game; 3) Nikki Haley Primary Voters. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adverti...

When we think of the biopharmaceutical industry, we naturally think of innovation in terms of discovery of novel medicines treating any number of diseases and conditions. The innovation occurring in the pharma industry isn't limited to drug discovery, and has also extended into the application of technology in pursuit of developing new therapies. In this episode, we dive into how the pharma indust...

Recorded on 09/12/24 In this episode, we host Katie Storer from Blackstone Growth, Blackstone’s dedicated growth equity investing platform, to hear about her investment strategies and beauty brands that are disruptive in the market. We also discuss the overall consumer landscape, key attributes that drive longevity, and the importance of connecting with the next generation for beauty brands. https...

In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses three big wild cards to watch in the 2024 noise: 1) Omaha & Impact of an Electoral College Tie; 2) Pivot Counties to Watch; and 3) Three States to Watch on Election Night as Wave Indicators   https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collec...

Recorded on 09/10/24 Walgreens launched its Clinical Trials business in 2022 to make clinical trials more accessible, convenient, and equitable for the nearly 80% of Americans who live near a Walgreens store. Since then, the company has seen solid growth in this business, now working with more than 25 biopharmaceutical companies, academic institutions, nonprofits, and government entities. CROs and...

In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the top four big-picture signals to watch in the 2024 noise: 1) Presidential election; 2) $5T+ Tax/Fiscal Cliffs on Horizon; 3) Congressional Undercard; and 4) Harris/Trump Macro Policies. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collectio...

Recorded on 09/12/24 Welcome to a special edition of the TD Cowen FutureHealth Podcast, where Charles Rhyee and Ryan Langston recap key takeaways from TD Cowen's 9th Annual FutureHealth Conference held September 10, 2024, in New York. The conference featured a number of panel sessions covering transforming care delivery models and sites of care, the evolution of Digital Health 2.0, artificial inte...

In this episode, we look at the PBM industry, which has been in the spotlight in recent months, and not necessarily in a good way. PBMs have been painted as the unnecessary "middle man" that is driving up the cost of drugs. But is this really the case? The PBM industry traces its roots back over 50 years, with an initial narrow focus on efficient benefits administration, creating systems that told...

Supply Chain 101: Faster & Less Expensive Can Win the Retail Race. Portless founder Izzy Rosenzweig helps us contextualize the rise of the ultra-fast fashion model, catalyzed by leaders Temu & Shein, while highlighting opportunities for brands to optimize their supply chains. We discuss the impact of direct logistics on cash flow & margins and the importance of agility and strategic planning.    I...

Recorded on 07/24/24   TD Cowen analyst Yaron Werber speaks with Jeff Solomon, President of TD Cowen and Vice Chair of TD Securities about his career in Wall Street and his philosophy on how to be a present and inspirational leader. More broadly, Jeff also discusses how TD's acquisition of Cowen helps expand our product offering to corporates and institutional investors, and opines on the state of...

Recorded on 07/29/24 In this episode, Roman Schweizer, TD Cowen's WRG Geopolitics & Defense Analyst, discusses the latest Washington policy topics, Farnborough takeaways and the future of major aircraft programs with a reporter roundtable and special guest Richard Aboulafia from AeroDynamic Advisory. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com...

Recorded on 06/03/24 Live at our TD Cowen Consumer Conference, we discuss the evolution of home fragrance and what is ahead for the fragrance category with Harry Slatkin, who is an entrepreneur and philanthropist. The New York Times called him the "king" of home fragrance, and celebrities like Oprah Winfrey and Elton John use his home fragrances. As the founder and creative force behind Slatkin &...

Recorded on 06/04/24 Over time, pets have moved from the dog house to the master bed, as pet owners increasingly treat them as beloved family members. We hosted Richard Maltsbarger, President & CEO of Pet Valu, live at TD Cowen's Consumer Conference, to cover a range of topics that, among other things, include: the humanization and premiumization trends that have driven rather consistent and attra...

Episode Recorded On 06/26/24 In this episode we take a deep dive into cybersecurity in the healthcare system. According to HHS, over the last ten years, the number of reported healthcare data breaches have consistently trended upward. The 734 reported breaches in 2023 is nearly double what was seen in 2018, and collectively these breaches are impacting a higher proportion of the US population each...

Recorded on 06/04/24 What is timelessness? Live at TD Cowen's Consumer Conference, we hosted Ari Hoffman, retail executive and CEO of North America at Ted Baker, to chat about the future of department stores, building timeless brands, and delivering on the best customer experience. Mr. Hoffman brings a wealth of experience across the luxury and retail space, including serving as President of Yves...

TD Cowen analyst Yaron Werber speaks with Arsani William, Founder, Managing Partner and Chief Investment Officer of Logos Capital, about his views on the outlook ahead for biotech. Arsani shares the investment strategy at Logos and how their approach is differentiated from other therapeutic funds, opines on recent trends that may suggest the start of a sustained recovery for the sector, discusses...