TD Cowen Insights

Recorded on 11/27/23 In this episode, TD Cowen Washington Research Group’s Roman Schweizer discusses the top geopolitical and defense issues in Washington with a reporter roundtable and has an in-depth discussion with retired USMC Major General Arnold Punaro of the Punaro Group. For Disclosures, click here bit.ly/3cPHkNW 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 11/10/23 TD Cowen analyst Yaron Werber speaks with Chris Garabedian, co-founder, chairman, and CEO of Xontogeny and Portfolio Manager of the Perceptive Advisors Ventures Fund. Chris shares his insights about 1) what makes or breaks a successful biotech from his time at Gilead, Celgene, and Sarepta, 2) how investing has changed now that interest rates are high and capital is expensive, and 3) his investment philosophy at Xontogeny and advice to other early-stage investors. For Disclosures, click here bit.ly/3cPHkNW 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 11/06/23 TD Cowen hosts Dave Heath, CEO & Co-Founder of Bombas, on this podcast episode. Bombas is a premium comfort-focused sock & apparel brand on a mission to help those in need. In this episode, we explore strategies for innovation & growth through direct to consumer retail. Bombas is in its 10th year of business and recently surpassed 100mm donated items. For Disclosures, click here bit.ly/3cPHkNW 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 10/20/23 TD Cowen's New Platforms, Retail, & Luxury Analyst, Oliver Chen, hosts Winnie Park, CEO of Forever 21. In this episode, Oliver and Winnie discuss redefining the Forever 21 brand and balancing fashion trend, speed, quality, and value to connect with customers. Other topics covered include Forever 21's partnership with SHEIN, driving cultural relevance, and planning the assortment for both breadth and depth. For Disclosures, click here bit.ly/3cPHkNW 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 10/10/23 TD Cowen analyst Yaron Werber speaks with Daphne Zohar, founder and CEO of PureTech, and Brad Loncar, founder of BiotechTV about their unique experiences as biotech entrepreneurs. Daphne discusses the innovative “hub and spoke” model she pioneered with PureTech, while Brad describes his transition from biotech investor to communicator and his long-term vision for BiotechTV. Both showcase the benefits of taking an unorthodox approach, finding where their differentiation can be leveraged to fill an unmet need, and having the conviction/dedication to actualize their goals. For Disclosures, click here bit.ly/3cPHkNW 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 10/13/23 The increase in spending for prescription drugs has been a major driver of annual increases in employer healthcare costs for many years. Over the last decade, the issue has been exacerbated by the growth of specialty drugs. Managing coverage and access is often beyond the scope of the average self-insured employer. With the introduction of new high-cost drugs, like GLP1s, the complexity of managing the pharmacy benefit is expected to increase. Given the evolving landscape, we want to provide a deeper look into how plan sponsors can navigate important decisions in coverage and access. To discuss this topic, we are joined by Vaughan Reele. Vaughan is a Certified Employee Benefit Specialist with 35 years of experience in the benefits industry. He is currently a Pharmacy Benefit Management Consultant at USI Insurance Services. Vaughan has provided strategic advice and support to plan sponsors on all aspects of employee benefit plans, and more recently he has focused on PBM risk management consulting. For Disclosures, click here bit.ly/3cPHkNW 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 09/28/23 TD Cowen analyst Yaron Werber speaks with Geoff von Maltzahn, general partner at Flagship Pioneering and founding CEO & current Director of Generate Biomedicines, about the AI revolution in biotech, and how generative biology has impacted both the drug development process and his approach towards designing and building companies. The ability of machines to recognize patterns at scale impossible for the human mind could help elucidate the common “rule book” underlying protein interactions, enabling the rapid generation of optimized protein therapies for any given target. More so, unlike human innovation (which tends to dissipate in larger organizations), AI models get wiser the more data flows into them, tapping into an “intelligence of scale” in which greater scale compounds discovery prowess. The key is building the right culture centered around machine learning, enabling data sciences to be the driver and not just aggregator of data, and having the right expertise at both data informatics, science, manufacturing, and technology to achieve scale, and validate and enhance the platform. For Disclosures, click here bit.ly/3cPHkNW 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 09/12/23 In this episode, Larry Wieseneck, Co-Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton School, discuss the current state and near-term outlooks for the IPO, M&A, and Private Equity/Venture markets. For Disclosures, click here bit.ly/3cPHkNW 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 09/06/23 In this episode, Cowen’s Retail Analyst, Jonna Kim, speaks with Andrew Dudum, CEO and Co-Founder of Hims & Hers, which is the leading health and wellness platform on a mission to help individuals feel great through the power of better health. Hims & Hers has disrupted the traditional healthcare market via digitization and personalization and we explore key differentiation of the platform and potential growth opportunities. For Disclosures, click here bit.ly/3cPHkNW 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 07/12/23 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses five major issues to navigate over expiring government funding on Oct 1 in under ten minutes. For Disclosures, click here bit.ly/3cPHkNW 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 07/18/23 In this episode, Cowen’s New Platforms, Retail & Luxury Analyst, Oliver Chen, speaks with Rachel Glass, founder of GLOSSLAB. GLOSSLAB is a membership-based manicures and pedicures platform that provides waterless services, hospital-grade sterilization, single-use tools, and air filtration. We explore the future of beauty and selfcare and how GLOSSLAB stands for empowering people and inspiring confidence one manicure at a time. For Disclosures, click here bit.ly/3cPHkNW 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 08/14/23 American Airlines is working toward achieving net zero carbon emissions by 2050. The airline has contracted for SAF but is also working with others to create meaningful fuel savings that include more efficient routings. American recently published its latest sustainability report. We spent some time talking with Jill Blickstein, American’s VP of Sustainability. For Disclosures, click here bit.ly/3cPHkNW 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 07/26/23 Over the last decade, data and analytics have become increasingly engrained in the healthcare system. Given the evolving landscape, we wanted to provide a deeper look into the different types of healthcare data currently available, as well as the users and use cases. This podcast is intended to be the first in a series on healthcare data, and in this episode we provide a general overview of how healthcare data is currently being used, with subsequent podcasts exploring subsets of healthcare data in more depth. To discuss this topic, we are joined by Paul Reuscher. After spending the early part of his career in academia researching health economic outcomes, Mr. Reuscher eventually joined IMS Health, now a part of IQVIA, first as a product manager then eventually helping develop what is now IQVIA's anonymized patient data solution. He subsequently led a similar development program for DRG, which is now a part of Clarivate. Paul currently is Vice President of Clinical Data Products at Forian, a healthcare data intelligence company. For Disclosures, click here bit.ly/3cPHkNW 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 06/02/23 TD Cowen hosts Keith George, Co-Founder & CEO of Cortina, a rapidly growing eCommerce marketplace platform for celebrity & media brands like Poosh by Kourtney Kardashian and Airmail by Graydon Carter. Learn more about the next chapter for retail marketplaces, as influencers, creators & brands seek alternatives to the traditional affiliate marketing model. For Disclosures, click here bit.ly/3cPHkNW 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 07/12/23 TD Cowen analyst Yaron Werber speaks with John Murphy, Chief Policy Officer & Healthcare Counsel at the Biotechnology Innovation Organization (BIO) about how the Inflation Reduction Act (IRA) will impact innovation in biotech. We discuss how key drug pricing reform provisions of the IRA (e.g., orphan drug exclusion, calculation of maximum fair price, small molecule vs biologics) might impact incentive structures in drug development, the likelihood of revisions to the bill near term, its potential effects on formulary/benefit design, and the first wave of IRA litigation. For Disclosures, click here bit.ly/3cPHkNW 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 07/12/23 With 6 months to the first primary ballots being cast, TD Cowen Washington Research Group’s Chris Krueger level sets the 2024 election & its impact on the upcoming $3.5T tax cliff. For Disclosures, click here bit.ly/3cPHkNW 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 06/30/23 Over the last decade, contract research organizations (CROs) have become an increasingly important stakeholder in the clinical trial process. Over half of biopharma R&D budgets are outsourced to CROs, up from less than one-third ten years ago. With the high costs of drug development and importance of time to approval, CROs are relied upon for trial expertise, site networks, and abilities to accelerate KPIs such as study start up and recruitment timelines. Following a period of heightened biopharma funding during the pandemic that fueled demand for CRO services, we now enter a period of uncertainty as to where R&D budgets go from here and whether CROs can innovate their people-intensive processes to improve drug development costs and timelines going forward. To discuss these topics, we are joined by Rene Stephens. Rene leads Renatus Consulting, an independent advisory to CRO and life science clients. His experience spans the outsourced clinical trial procurement process, including procurement and contract negotiation during his time at Pfizer and Astellas, as well as business development during his time at inVentiv Health. For Disclosures, click here bit.ly/3cPHkNW 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 06/07/23 Rachel Ruggeri, CFO of Starbucks speaks with Andrew Charles, Restaurants Analyst. They discuss the importance of the Starbucks Experience in the relationship economy and how that experience is laying the platform for future growth. For Disclosures, click here bit.ly/3cPHkNW 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 06/16/23 On the heels of Automate, the premier automation/robotics/technology trade show established by the sector's leading advocate ,TD Cowen's Joe Giordano spoke with Automate's long-time President Jeff Burnstein about key themes in the sector, how cutting-edge technology has evolved, and how themes like AI will impact the sector going forward. For Disclosures, click here bit.ly/3cPHkNW 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 06/06/23 Harmit Singh, Chief Financial and Growth Officer at Levi Strauss & Co., speaks with Oliver Chen, Retail & Luxury Analyst. They discuss Levi’s apparel transformation, diversification strategies, cutting-edge innovation, and leadership in experiential, omni-channel capabilities. For Disclosures, click here bit.ly/3cPHkNW 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 06/15/23 Our podcast series features thought leaders across the restaurant and restaurant technology universe, focusing on the most pertinent topics in these industries. We caught up with Chipotle's Chief Corporate Affairs and Food Safety Officer Laurie Schalow on the 2022 Sustainability Report Update and ESG priorities that are central to Chipotle’s culture. For Disclosures, click here bit.ly/3cPHkNW 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 06/06/23 Denise Incandela, Executive Vice President of the Apparel Division and Private Brands for Walmart U.S. speaks with Oliver Chen, Retail & Luxury Analyst. They explored key innovations and transformations within Walmart’s apparel division, including re-envisioned experiences both in-store and online. For Disclosures, click here bit.ly/3cPHkNW 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 06/15/23 Dr. Kris Singh, founder and CEO of Holtec International, joins Marc Bianchi to discuss Holtec’s small modular reactor, the SMR-160. The discussion covers Holtec’s unique approach which includes among other things, integrated manufacturing and efforts to utilize decommissioned nuclear sites in the U.S. For Disclosures, click here bit.ly/3cPHkNW 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 05/09/23 Over the past 5-10 years, digital health has emerged as an integral part of healthcare delivery, introducing a whole host of new services from virtual care, to fertility benefits, to chronic condition management, and more. More often than not, these services have been designed as employee benefits and sit alongside existing traditional benefit options. But with so many choices in the market, with many saying they do the same thing, how do employers and employees know what is real and what isn’t, what’s working and what’s not? To help us discuss this topic and more, I’m joined by Zane Burke, CEO of Quantum Health, one of the leading healthcare navigation companies. An internationally recognized healthcare IT leader, Mr. Burke was most recently CEO of Livongo, and prior to that spent more than two decades at Cerner, where he ended his time as President. For Disclosures, click here bit.ly/3cPHkNW 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 05/04/23 On today’s podcast, we take a deeper look into regional bank troubles. We discuss its root causes, knock-on effects, and policy implications, as well as the experience of Canadian banks relative to U.S. regional and money center banks. We talk about today’s “speed of money” and the power and ability of social media to act as a crisis accelerant, contributing to a GameStop-like moment for regional banks. Our featured guests are Mario Mendonca, senior financial services analyst for TD Securities, and Jaret Seiberg, Financial Services and Housing Policy Analyst for TD Cowen Washington Research Group. TD Cowen's Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Bill Bird, TD Cowen's Head of Thematic Content. For Disclosures, click here bit.ly/3cPHkNW 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 04/28/23 In this episode, Larry Wieseneck, Co-Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton Business School, are joined by Larry's Co-Head, Tim Wiggan to discuss the current state of the financial markets and share advice for companies on how to manage their business and balance sheet during this time. They also speak about what has been learned, so far, two months into TD’s Cowen acquisition and integration. For Disclosures, click here bit.ly/3cPHkNW 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 04/21/23 In this episode we discuss what’s going on with telehealth, or more exactly, what’s not going on with telehealth. After demonstrating the ability to successfully deliver effective care during the pandemic, with adoption rates in the range of 80-90%, we’ve seen telehealth utilization drop dramatically back to the 10-15% range. While still well above pre-pandemic levels, it’s a far cry from what we saw during the height of the pandemic. So why has this been the case, what can be done about it, and what’s next for virtual care? To explore this topic, we’re joined by Dr. William Morris. Will is the former Executive Medical Director of Cleveland Clinic Innovations and Ventures, is a member of the Cleveland Clinic Board of Governors, and currently works at Google Cloud’s Healthcare and Life Sciences Solutions business. For Disclosures, click here bit.ly/3cPHkNW 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 04/17/23 TD Cowen analyst Yaron Werber speaks with David Epstein, CEO of Seagen, and Laura Hamill, former EVP, Global Commercial Operations at Gilead Sciences and SVP, General Manager of US Commercial Operations at Amgen, to discuss owning their role as a C-suite executive, accountability, and being a leader in biotech companies. David and Laura offer insights on the difference between being functional area leader vs being a company leader, thinking like a CEO and not just as a head of a functional area, and highlight the key traits of successful management teams, which include clarity of purpose, willingness to prioritize and make tough early decisions, being accountable, working diligently to make the right decisions, and fostering a cohesive and communicative company culture. For Disclosures, click here bit.ly/3cPHkNW 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 03/30/23 A novel intersection has emerged between classical trade policy, national security, and climate policy, resulting in the most consequential U.S. solar policy ever passed. With this unprecedented policy support, many businesses in the solar value chain stand to benefit. Our guests in this episode are John Miller, ESG & sustainability policy analyst for TD Cowen Washington Research Group, and Jeff Osborne, TD Cowen senior research analyst covering alternative energy, mobility technology & industrial technology. TD Cowen's Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Bill Bird, TD Cowen's Head of Thematic Content. For Disclosures, click here bit.ly/3cPHkNW 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 02/27/23 Experiential and Expressive Haircare Retail. In this episode, Cowen’s New Platforms, Retail & Luxury Analyst, Oliver Chen speaks with CEO of Sally Beauty, Denise Paulonis. Sally Beauty is a global hair care retail leader with #1 market share in color and professional hair care distribution. We explore how SBH is driving customer centricity and engagement across their brands, and opportunities with key initiatives, such as Salon HQ, Virtual Color Experts, and Studio by Sally. For Disclosures, click here bit.ly/3cPHkNW 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 03/20/23 In this episode, Larry Wieseneck, Co-Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton Business School, discuss the latest market turbulence and the impact on the markets in the near term. Given this view, Larry and David also discuss what their advice might be to CEOs and CFOs of TD Cowen clients. For Disclosures, click here bit.ly/3cPHkNW 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 03/10/23 TD Cowen Washington Research Group’s Chris Krueger previews the week in Washington with a focus on President Biden’s trip to California & Nevada as well as President Biden’s release of the FY24 Budget & the House GOP budget delay. For Disclosures, click here bit.ly/3cPHkNW 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 02/09/23 TD Cowen’s Retail, New Platforms, & Luxury Analyst Oliver Chen speaks with Peter Day, the Global Head of Strategic Communications at SHEIN. In this episode, we cover how the business aims to create more accessible styles for shoppers across the globe, as well as a direct conversation on how the company is taking steps to operate with a more sustainable lens. Can SHEIN balance sustainability and social impact with fashion and expression? SHEIN has been under scrutiny given its size, speed of growth, and opportunities for transparency and accountability. We speak to how the company's leadership is taking corrective actions to position the business for long-term growth. For Disclosures, click here bit.ly/3cPHkNW 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 03/03/23 TD Cowen Washington Research Group’s Chris Krueger previews the week in Washington with a focus on two days of Congressional testimony on the economy from Fed Chair Jerome Powell as well as President Biden’s release of the FY24 Budget. For Disclosures, click here bit.ly/3cPHkNW 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 02/24/23 The U.S. Federal government hit its statutory debt limit on January 19, prompting the implementation of extraordinary measures to prevent a default on U.S. government debt. Few policy issues in Washington have such destructive capacity and such far-reaching implications. Cowen Washington Research Group analyst Chris Krueger offers insight into what’s different vs. prior negotiations, how the battle could play out, and what he is watching to gauge progress towards an agreement. For Disclosures, click here bit.ly/3cPHkNW 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 02/06/23 The landscape for clinical research is evolving, with many sponsors looking to leverage technology to address inefficiencies in the traditional site-based clinical trial process and counter the rising cost of developing new therapies. The FDA has been looked favorably on technology-enabled and decentralized clinical trial models even prior to COVID, but the pandemic led to broader adoption of these technologies and models, clearing the way for technology companies to continue disrupting the industry at greater scale. In our view, technology holds the potential to address some longstanding issues in research, including a lack of accessibility and diversity, and may pave the way to a convergence of clinical care and research. To explore this topic and more, we are joined by David Fishbach, Founder & Principal of Excel Executive Business Advisors, which provides corporate Strategy, operations, and leadership development for technology, life sciences, and healthcare. David’s career has included past leadership experience with many of the leading technology companies that serve the biopharma industry including Veeva Systems, Oracle Health Services and PhaseForward. For Disclosures, click here bit.ly/3cPHkNW 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 01/26/23 In this episode, Cowen’s Retail Analyst, Jonna Kim, speaks with Suveen Sahib, Co-Founder and CEO of K-18 Hair, which has disrupted the haircare space with its unique patented peptide technology that repairs damage from bleach, color, chemical services & heat – restoring strength, softness, smoothness, and bounce to hair. K-18 hair represents cutting-edge innovation and stands behind self-expression and simplicity. The podcast features K-18’s growth strategies and core competitive advantages in the market and how K-18 starts with science. For Disclosures, click here bit.ly/3cPHkNW 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 01/23/23 In this episode, Cowen’s Retail Analyst, Jonna Kim, speaks with Paul Baek, Founder and CEO of MATTER OF FACT, which is a disruptive emerging skincare brand. MATTER OF FACT streamlines formulas and provides simplified ingredients that translate to effective results, and the brand highlights the importance of delivering results and clean ingredients to consumers. The podcast also features current beauty trends and potential growth opportunities ahead for brand. For Disclosures, click here bit.ly/3cPHkNW 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 01/27/23 Drug pricing is an ongoing source of anxiety for biopharma investors. A critical debate in the marketplace is whether the Inflation Reduction Act will cut drug prices. This episode features Steve Scala, Cowen senior research analyst covering the pharmaceutical industry, and his teammate, Mike Nedelcovych, who joined Cowen about four years ago from Johns Hopkins Drug Discovery after co-founding a biotech startup. We discuss the results of Cowen’s 28th annual drug pricing survey, its historical context, what the survey says about the pricing outlook, biosimilar competition, gross-to-net discounts, and survey insights related to obesity drugs. For Disclosures, click here bit.ly/3cPHkNW 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 01/30/23 In this episode, Cowen & Company Co-President Larry Wieseneck once again joins David Erickson, Senior Fellow at Wharton Business School, and Grant Miller, Head of Cowen’s Capital Markets Group, for a follow-up to their Q3 podcast. Like that podcast, these three capital markets experts started with the question, “Where do you think we are now, and how are you advising companies to prepare for the near term?” For Disclosures, click here bit.ly/3cPHkNW 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 01/03/23 Cowen’s Retail Analyst Max Rakhlenko speaks with Therabody’s Co-Founder & Executive Chairman, Benjamin Nazarian. The podcast focuses on Therabody’s growing wellness ecosystem and innovative product launches shaped by customer insights and wellness goals. We discuss the evolution from the category-defining Theragun and muscle recovery, and into hardware, proprietary software, digital content, and biometrics which shape many of Therabody’s new category creating products. For Disclosures, click here bit.ly/3cPHkNW 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 01/10/23 John Gorman, President and CEO of the Canadian Nuclear Association, joins Marc Bianchi to discuss Canada’s outlook for nuclear power including significant life extension programs for existing reactors and efforts to support the deployment of Small Modular Reactor (SMR) designs. For Disclosures, click here bit.ly/3cPHkNW 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 12/16/22 In this podcast, Cowen's Director of Sustainability Banking Lauren Puffer speaks with Daniela Osio, CEO and Founder of Kloopify, which enables organizations with CSR initiatives to achieve their ESG goals. The global supply chain is at an inflection point and we discuss how CPOs and other C-suite leaders should take the opportunity to get ahead on their organization’s ESG goals. For Disclosures, click here bit.ly/3cPHkNW 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 11/28/22 David Johnson, Chief Executive Officer of Westport Fuel Systems, joins Cowen's Sustainability & Mobility Technology analyst Jeff Osborne to discuss Westport’s offerings in fuel injection systems leveraging lower carbon fuels ranging from natural gas, biomethane, and the evolving hydrogen market. For Disclosures, click here bit.ly/3cPHkNW 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 12/20/22 After experiencing the biggest decline in history, global air traffic is still well below pre-pandemic levels. While U.S. traffic is back, non-U.S. traffic has a long way to go to return to pre-pandemic levels. Add to that tight capacity, changed post-pandemic behaviors, and aircraft replacement demand factors, we see a strong case for better-than-appreciated airline revenue growth and a longer-than-typical commercial aerospace recovery. This episode features Helane Becker, Cowen senior research analyst for airlines, air freight, and aircraft leasing, and Cai Von Rumohr, Cowen senior analyst for aerospace, defense electronics & government services. Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Bill Bird, Cowen's Head of Thematic Content. For Disclosures, click here bit.ly/3cPHkNW 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 12/16/22 Cowen analyst Yaron Werber speaks with Abbie Celniker, partner at Third Rock Ventures, and Nina Kjellson, partner at Canaan, about their outlook for company formation and financing in FY23, how companies are adjusting to the new market realities, and their experiences as women leaders in biotech venture capital. While there has been great progress towards gender equality in the industry, a lot of work remains to be done. For Disclosures, click here bit.ly/3cPHkNW 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 12/05/22 Cowen’s Retail Analyst Jonna Kim speaks with Andrew Dudum, CEO & Founder of Hims & Hers Health, Inc. The podcast focuses on Hims & Hers’ core competencies, evolving Hims & Hers as a lifestyle brand, and driving innovation across various categories. Further, the podcast features future growth opportunities for the company and how Hims & Hers is at the forefront of the consumerization of health and wellness. For Disclosures, click here bit.ly/3cPHkNW 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 11/29/22 We hosted a thematic investor roundtable with industry thought-leaders Elliott Miskin, Director Thematic Investment at Fidelity International, and Richard Speetjens, CFA, Managing Director and Head of Trends Investing at Robeco. In the podcast, we discuss approaches to thematic investing, specific investable structural megatrends, how strategy is adapting to the current macro context, risk management, and how ESG factors are incorporated into the investment process. The panel is moderated by Bill Bird, Cowen Head of Thematic Content. For Disclosures, click here bit.ly/3cPHkNW 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 11/16/22 In this episode, we discuss the role health data and how empowering patients with their own health information can enable better decisions, in this case selecting the best Medicare Advantage plans to improve their health outcomes. In 2022, more than 28M people enrolled in a Medicare Advantage plan, and that number has been growing 8% every year since 2010. But how effective is the industry at placing patients into the plan that best suits their personal needs? To help explore this and more, we’re joined by Munjal Shah, CEO and Co-Founder of Health IQ, which aims to help seniors live more years in good health. And this starts by using a senior’s detailed health records to find the precise MA plan, from over 3,000 plans, that is most personalized to their needs and will best support their health in the coming years, in what the company calls Precision Medicare. For Disclosures, click here bit.ly/3cPHkNW 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 11/15/22 Jon Ball, Executive Vice President of Market Development for GE-Hitachi, joins Marc Bianchi to discuss GE-Hitachi’s offerings in nuclear power including their BWRX-300 Small Modular Reactor (SMR) technology and its timeline to commercialization and customer prospects. For Disclosures, click here bit.ly/3cPHkNW 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.