TD Cowen Insights

Recorded on 06/04/25Magic Meets Logic, Technology Meets Own Brands, & Influencer Innovation. On this episode of Retail Visionaries, we explore Revolve's foundation as a proprietary technology leader within the retail landscape with the company's Chief Financial Officer, Jesse Timmermans. The company owns just 3% of its target market and envisions opportunity to grow through best-in-class customer experiences and a curated but broad assortment with 100k SKU's available online across 1k brands. Secrets to success with respect to strategies include re-accelerating owned brands penetration (18% currently versus peak of 36% in 2019), investing in physical retail, and creating memorable events for key customers. 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 06/03/25Iconic Platform of Saks + Neiman Marcus Drives A New Transformative Vision of Luxury. We host a conversation with Saks Global CEO, Marc Metrick, on the future of luxury, hyper-personalization, and innovation ahead for Saks Global. The company now includes Neiman Marcus and Bergdorf Goodman following the acquisition of Neiman Marcus Group in late 2024, resulting in Saks Global as the largest multi-brand retailer in the world. The luxury consumer remains in a wait & see mode given global uncertainty; however, Saks Global aims to stay connected with the consumer through the Art of You program, bringing hyper-personalized experiences to the shopper. 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 05/29/25TD Cowen analyst Shaul Eyal speaks with Cellebrite's Andrew Kramer, VP of IR, from TD Cowen's 53rd Annual TMT conference about the company's tailwinds, technology, and business model, as well as current market trends as the company remains focused on driving double-digit growth and profitability. Cellebrite is a rule of 45 company. Additionally, we address the competitive landscape, which remains largely intact given what we view as high barriers of entry. We continue to view Cellebrite as benefitting from a sizable >$15B TAM opportunity as its SaaS offering and its expanding platform support healthy adoption by its current customer base. We also address Cellebrite's enterprise opportunity as well as recent management changes and discuss cash utilization strategies. 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 06/03/25Burberry's Roadmap to Reconnect Their Core. In this episode, we explore the pillars of the Burberry Forward strategy launched in November, diving into how CEO Joshua Schulman is realigning the brand around its core codes, such as the iconic trench, check pattern, and outerwear legacy. The discussion covers how Burberry is refining its product tiers—from good to better to best—and how it is navigating tariff-driven pricing pressure, particularly in the U.S. market. Schulman also shares perspectives on the brand’s innovation pipeline, category priorities, and selective wholesale rationalization, offering a look into how Burberry aims to protect its luxury equity while responding to shifting global dynamics. 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 05/28/25TD Cowen analyst Shaul Eyal speaks with Check Point Software's Kip Meintzer, Global Head of IR from TD Cowen's 53rd Annual TMT conference about the company's renewed momentum and solid market trends as the company is quickly moving to regain market share. The combination of a recently incoming CEO with a strong VC and operational background and a large TAM opportunity should enable the company to revert to double digit growth rate longer term. A healthy cash position is being utilized to broaden the company's security platform through tuck-in acquisitions and a clockwork buyback plan is viewed favorably as good cash utilization. The shift to adopt hybrid security platforms, rise of Gen-AI, compliance, and regulation, as well as a current firewall refresh cycle is providing the industry and the company with the necessary visible growth drivers keeping us positive on the shares. 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 05/29/25We spoke with DataBank's CEO Raul Martynek at TD Cowen's 53rd Annual TMT Conference. Mr. Martynek discusses his latest observations of the data center market including hyperscale/enterprise data center demand, the impact of tariffs on data center build costs, development yields, pricing trends, the bottlenecks to capacity delivery, and the LT opportunities/challenges for the data center sector. 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 06/03/25TD Cowen Analysts John Kernan, Max Rakhlenko, and Andrew Charles sit down at TD Cowen's 9th Annual Consumer Conference to discuss their key takeaways from the conference. 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 05/28/25TD Cowen analyst Yaron Werber speaks with John Oyler about the secret to BeOne's success, the opportunities and challenges of running a global biotech, and John's outlook for the biotech industry given the current geopolitical uncertainty. John believes BeOne is differentiated by its culture of ownership and urgency, which has enabled them to stay innovative and nimble, even at a global scale. The company has streamlined R&D by keeping everything internal (no CROs) and understands the specific nuances of patients, physicians, and systems in each country they operate in, thereby vastly accelerating clinical timelines vs competitors. The current geopolitical uncertainty will be challenging for biotech given the long timescale of investment, but BeOne is well positioned to weather the storm given prudent redundancies in their diversified global supply chain and manufacturing. 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 05/30/25In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses top defense topics with an All-Star reporter lineup, including this summer's jam-packed list of things to do in Congress and DoD – the detailed FY26 budget release and the GOP's plans for Reconciliation, not to mention the road ahead for a Musk-less DOGE and Golden Dome. 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 4/11/25TD Cowen's Machine Medicine: AI & Health Care podcast series takes on the cross-sector artificial intelligence revolution and breaks it down one piece at a time. We highlight some of the biggest misconceptions about how AI is and can be used in different health care settings and aim to contextualize the latest and most impactful developments in a field defined by rapid innovation.In this episode, TD Cowen Health Care Analyst Brendan Smith hosts Najat Khan, Ph.D., the Chief R&D Officer and Chief Commercial Officer of Recursion, to pull back the curtain on one of the largest datasets in AI drug discovery and help us define what "quality data" actually looks like. We discuss how the data you gather, the data you generate, and the data you ultimately use to train your AI model play such a critical role in its differentiation and future success. 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 04/23/25TD Cowen analyst Yaron Werber speaks with John Crowley to discuss his inspirational path to becoming a biotech CEO, taking the helm at BIO, the implications of potential biopharma tariffs and his conversations with the White House on finding common ground, and maintaining optimism despite the headwinds facing biotech. He shares his views on why he does not think the proposed tariffs will end up as the final rule, why the Biosecure Act failed to pass Congress, and why he is optimistic that current changes at FDA provide a window of opportunity to expediting drug approvals. John also notes the importance of being "fundamentally optimistic" and "unbelievably resilient" to weather the ever-challenging environment of biotech. 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 04/14/25Today, GLP-1s are talked about in regard to obesity and weight loss, but GLP-1s aren’t new. They have been used for nearly 20 years for the treatment of type 2 diabetes. Still, the costs associated with treating diabetes and obesity today are staggering. It's estimated that the total cost of diagnosed diabetes in the U.S. in 2022 was $412.9 billion, including $306.6 billion in direct medical costs and $106.3 billion in indirect costs. Likewise, the figures for obesity are discouraging. The CDC estimates that 1 in 5 children and 2 in 5 adults have obesity, and the NIH estimated in 2016 that the aggregate medical cost due to adult obesity in the United States was $260.6 billion, which has only increased since. It is clear that the current treatment paradigm for obesity and diabetes isn't working.In this episode, we talk about the obesity crisis, and in particular, the rise of GLP-1s to address not only diabetes and obesity, but also an increasing number of other co-morbidities. We'll also talk about the broader issue of health and how we should treat chronic conditions, which today is largely focused on pharmaceutical treatment. Increasingly, we've seen movement towards other approaches that focus on areas like behavioral change and nutrition that can, in fact, have just as much, if not more, lasting impact on overall health.To help us discuss these topics and more, we're joined by Sami Inkinen, Co-Founder and CEO of Virta Health, whose mission is to reverse diabetes and obesity in one billion people. Virta today works with over 500 large employers, health plans, and government organizations across the country, and already has helped over 100,000 members reverse their diabetes and obesity. He holds a MS in engineering physics from the Helsinki University of Technology and an MBA from Stanford University. Sami, thanks for joining me today. 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 04/04/25 In this episode, Roman Schweizer, TD Cowen Washington Research Group's geopolitics & defense analyst, discusses the three defense spending packages (past – FY25, present – reconciliation, and future – FY26) with retired Maj. Gen. Arnold Punaro, CEO of The Punaro Group and long-time staff director of the Senate Armed Services Committee. We'll cover the reality of the FY25 Continuing Resolution, the possibility of $150B in the Senate's reconciliation plan, and the outlook for FY26, which could be released sometime later this month. 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 04/03/25 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses the unrelenting torrent of security & defense issues from Trump Administration and GOP Congress with a special extended version of our reporter roundtable. We cover the latest of the potential impact of Liberation Day tariffs on defense to the congressional budget process & outlook to events around the world and DoD's awards of is next-gen fighter programs. 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 03/03/25TD Cowen senior biotech analyst Ritu Baral speaks with SION's CEO Mike Cloonan at TD Cowen's 45th Annual Health Care Conference to discuss his journey becoming a start-up biotech CEO and leading SION through a successful IPO in turbulent markets. Cloonan's path to CEO started with early career roles and skill development throughout all functions of a company – commercial, R&D, and SG&A. Joining Sionna with prior experience at large and mid-cap companies, Cloonan emphasizes how his nimbleness and ability to prioritize goals has helped him successfully lead a small start-up through a smooth IPO. Cloonan discusses SION's ability to "drug the undruggable" through targeting NBD1 as a main reason he decided to lead SION, while also highlighting the importance of leading with intention to identify the unmet need of patients. 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 03/27/25 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses three key tariff deadlines to watch next month – and what they could mean for the next four years in trade & markets. 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 03/05/25TD Cowen analyst Phil Nadeau speaks with BioMarin's CEO Alexander Hardy and CFO Brian Mueller from TD Cowen's 45th Annual Health Care Conference about their vision for one of the biotech industry's fastest-growing mid-cap companies. Alexander and Brian describe how BioMarin will harness innovation to bring transformational therapies to patients while remaining commercially competitive and focused on creating value for shareholders. BioMarin has a well-defined long-term strategy, and has been uniquely transparent about its long-term financial guidance. Alexander and Brian talk about how the company is executing toward its long-term goals while working to convince skeptical investors of its opportunities and under-appreciated strengths. They provide insights into how one of biotech's next bellwethers is being built. 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 02/27/25We chat with Hershey’s VP of Marketing & Media Technology Vinny Rinaldi to learn how Hershey is utilizing the latest technological advancements in media to defend and grow their brands in an increasingly dynamic competitive environment. 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 03/04/25We spoke with AMWL Chairman and CEO Ido Schoenberg at TD Cowen's 45th Annual Health Care Conference, where digital health is at a crossroads. Consumers are increasingly willing to engage with their health online and the number of effective digital clinical programs continues to increase, but effectively matching them is the next challenge. We discuss AMWL's role in bridging the two together. 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 03/03/25TD Cowen analysts Joshua Buchalter (Semiconductors) and Brendan Smith (Health Care) speak with NVIDIA's Vice President of Healthcare, Kimberly Powell, at TD Cowen's 45th Annual Health Care Conference. The conversation focuses on the significant opportunity to leverage agentic and physical AI across three health care buckets, including digital devices and imaging, drug discovery, and digital health. Health care represents one of NVIDIA's largest, and most important, future AI opportunities. 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 03/05/25TD Cowen senior biotech analyst Ritu Baral speaks with Avidity Bioscience's President and CEO Sarah Boyce from TD Cowen's 45th Annual Health Care Conference. Boyce describes how her desire to meaningfully impact patient lives motivated her to become a biotech CEO, highlighting the vision, resilience, and adaptability needed to build a biotech company. One of 2017's "Fiercest Women in Life Sciences," Boyce shares her thoughts on the importance of a patient-driven mission, integrating patient advocacy and market access as key pillars in Avidity's strategic plan. Her insights are notable for anyone interested in Avidity Biosciences, the biotech industry, or patient-centered approaches to drug discovery. 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 02/06/25In this episode, we host Maggie Wilderotter, current member of the Board of Directors for Costco & DocuSign, among several other businesses, and a distinguished Fortune 500 C-suite executive with experiences across retail, TMT, and health care. Key discussion topics: drivers of Costco's remarkable success as well as boardroom challenges & advice. 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 03/03/25TD Cowen analyst Phil Nadeau speaks with Biogen CEO Chris Viehbacher from TD Cowen's 45th Annual Health Care Conference to discuss Mr. Viehbacher's strategy for turning around one of biotech's original bellwether companies. He describes his 5-year vision for Biogen, the path that he expects Biogen to take to return to revenue growth, and the role that business development will play in augmenting Biogen's pipeline and product portfolio. One of biotech's most experienced CEOs, Mr. Viehbacher shares his thoughts on the most striking ways that the biopharma industry has changed over the last decade, and the most important ways in which it has not. His insights are notable for anyone interested in Biogen, the biotech industry, or managing through challenge and change. 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 02/20/25TD Cowen financial policy analyst Jaret Seiberg returns to TD Cowen's Two Cents Podcast for a conversation with Scott Smith, specialty sales for TD Cowen. They tackle Donald Trump's chaotic first month, including his push for deregulation via layoff as well as OMB's assertion of control over the banking agencies. 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 02/20/25In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the eight key Trump Administration priorities from deglobalization & deals to deregulation & DOGE. 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 02/14/25In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, discusses the first few weeks of the Trump Administration and GOP Congress with a reporter roundtable, and Roman and Gautam Khanna, TD Cowen's Aerospace & Defense senior analyst, discuss some key insights from TD Cowen's 46th annual A&D conference. 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 02/12/25In this episode, we host Emily Hosie, Founder & CEO of Rebelstork, North America's largest returns recommerce platform with more than 2,500 retail & brand partnerships for baby gear & home products. Key discussion topics include consumer behavior shifts and the returns crisis, which support recommerce's attractive growth. 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 02/07/25TD Cowen analysts John Kernan, Max Rakhlenko, and Chris Krueger of Washington Research Group discuss the outlook for the U.S. consumer with a focus on disruptive macro trends and secular growth opportunities. 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 01/22/25The financials sector was one of the biggest beneficiaries of the early expectation of and ultimately the re-election of Donald Trump, and in 2025 banks are the best performing sector so far in 2025. De-regulation expectations are driving part of that performance, so we dig in with Jaret Seiberg the head of Financials Policy at TD's Washington Research Group on how the Trump 47 administration could change regulation, or not… This is the inaugural TD financial services podcast hosted by Scott Smith TD's US Financial Services Specialty Salesperson with guest Jaret Seiberg, TD's head of Financials, Housing and Crypto Public Policy at TD's #1 ranked Washington Research Group in the Extel Survey. 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 12/17/24This episode features Mindy Grossman, Partner & Vice Chair, & Janey Whiteside, Partner & Chief Growth Officer, of Consello. Former executive leaders at Weight Watchers, HSN, Walmart, and AMEX share secrets for achieving customer centricity and discuss the need for calculated risk taking to drive successful transformation. In this episode, we explore how retailers can get ahead of evolving customer needs 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 01/09/25Join Larry Wieseneck, Head of Global Investment Banking at TD Securities, and David Erickson, Adjunct Professor at Columbia Business School, for an insightful discussion on the 2025 market outlook and potential key factors including the Fed, health care issuance activity, debt capacity, and private equity. 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 11/19/24TD Cowen analyst Aaron Bilkoski speaks with Marty Staples, President and CEO of Topaz Energy, a unique hybrid royalty/infrastructure company. They discuss Marty's transition from landman to CEO, building a diversified portfolio, perceptions of royalty financing for potential vendors, M&A, and the differentiated benefit of royalties relative to other high-yielding vehicles that have existed in the sector over the decades. 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 11/19/24TD Cowen analysts Yaron Werber and Ritu Baral speak with Praveen Tipirneni to discuss his non-traditional path to becoming a biotech CEO, the Morphic journey, couch surfing in Kendall Square, his biggest prank in college, and the most unexpected learning in his career. Tipirneni's advice to first-time biotech CEOs is to adopt a healthy dose of conservatism and build in an ample safety margin to cushion against unexpected technical and market challenges. He also emphasizes the importance of personal relationships in the biotech industry and notes that the key to courting pharma is to make them feel that your company is a better and more nimble version of themselves. 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 11/19/24TD Cowen analyst Aaron Bilkoski talks with NuVista's, President and soon-to-be CEO, Mike Lawford. The pair discusses Mike's background, the underlying drivers of NuVista's growing production targets, the evolution of the company's shareholder return strategy, and the scarcity of public pure-plays in the oil/condensate window of the Alberta Montney. 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 11/19/24TD Cowen analyst Aaron Bilkoski talks with Chris Carlsen, President and CEO of Birchcliff Energy. The pair discusses progress and direction of the company under Chris's first year as CEO. Key topics of conversation include a reflection on the more focused 2024 capital program, gas marketing strategies, and the dividend. 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 11/19/24TD Cowen analyst Aaron Bilkoski speaks with JP Lachance, President and CEO of Peyto Exploration & Development Corp. The pair discusses the integration/performance of the recently acquired Repsol assets, the underappreciated benefits of the Deep Basin, hedging strategies, and production management. 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 11/12/24TD Cowen Washington Research Group analyst John Miller speaks with D.C. insiders Alex McDonough of Pioneer Public Affairs and Kellie Donnely of Lot 16 to unpack next steps for Democrats (Biden's 'lame duck' + medium-term party outlook) and Republicans (Trump's de-regulatory priorities and Congressional IRA repeal plans) through year-end 2024 and into 2025. Expect concentrated policy risk in the EV sector, opportunities in grids, manufacturing, and power generation. 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 11/15/24In this episode, Roman Schweizer, TD Cowen's WRG geopolitics & defense analyst, and a fully staffed reporter roundtable discuss the outlook through the end of the year and the transition from the Biden to Trump Administration. We also discuss look-ahead themes in aerospace, defense, and government services with TD Cowen equity research analysts Cai von Rumohr and Gautam Khanna. 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 11/12/24TD Cowen analyst Vince Valentini speaks with Hugues Simard, the CFO of Quebecor. He discusses the current growth prospects and competitive environment in the Canadian wireless industry, and how that has evolved since the acquisition of Freedom Mobile in April, 2023. Striking the right balance between pricing and volume is a key topic covered. 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 11/08/24TD Cowen analyst Steve Scala speaks with former Pfizer R&D Chief John LaMattina to discuss views of the status and outlook for R&D in biopharma industry. New technologies and deeper understanding of biology provide opportunities, but price pressures and some M&A can stifle creativity. We discussed optimal R&D portfolio construction and concluded with observations on where Pfizer R&D stands today. 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 10/11/24In this episode, we feature Jean Madar, CEO and co-founder of IPAR, a global producer and distributor of prestige fragrance products in operation since 1982. We discuss the momentum of the fragrance category, the changing preferences of fragrance consumers, and the biggest regional opportunities ahead. We also explore the history and success of IPAR's prestige-focused portfolio, including big names like Donna Karan, Ferragamo, Montblanc, and Moncler, as well as the upcoming launches that could propel growth into FY25. 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 10/25/24TD Cowen analyst Yaron Werber speaks with Jean Hynes to discuss her outlook for the biopharma industry, her career in health care investing, her advice to women investors, and her journey to becoming the first woman CEO of Wellington Management. She describes her career trajectory as an evolution through three stages: 1) learning and growing under a great mentor, 2) becoming a risk taker, and 3) becoming a leader. Rising to leadership positions as a woman is not always easy, and Jean's advice to young women is to do something they love in a company they respect, and to actively seek feedback to help them grow. 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 10/29/24In this episode, TD Cowen Washington Research Group’s Chris Krueger flags the key 33 counties across 13 states to watch for election results & implications 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 10/11/24What's Happening with Amazon Beauty? Recom's Chief Growth Officer Dana Upshaw discusses the growth of marketplace models and how brands can perfect their marketplace selling presence. Recom is a marketplace optimization partner with a top 10 Amazon seller rank worldwide. Listen for key insights related to the beauty industry as well as competitive differences between marketplaces at Amazon and Walmart. 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 10/21/24In 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 10/11/24Manufacturing 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 company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recorded on 10/14/24In 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 09/10/24Whereas 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 access to care, provider shortages, and the complexities of the healthcare system. Importantly, PDTs can also be utilized as a treatment in conjunction with traditional pharmaceuticals, without risking additional drug-related side effects or drug-drug interactions. Click Therapeutics has been a standout in applying the same rigorous standards typically applied to pharmaceutical interventions to Click's trials for PDTs, which will be key to driving adoption over time. Recent FDA guidance on Prescription Drug Use-Related Software (PDURS) opens the door to a new treatment category combining digital and pharmacological interventions, and Click is focused on partnering with traditional pharma companies to unlock the value in combination treatments. To discuss this topic, I’m joined by Randall Stanicky, Click Therapeutics' CFO. 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 09/12/24In 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/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 09/24/24The 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.