TD Cowen Insights

Recorded on 12/08/24 In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the three major races – White House, Senate, and House – and explains the geography, math, and timeframe along with three potential wild cards. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

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

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

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

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

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

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

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

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

Andrew Dudum, CEO of Hims & Hers, discusses personalized healthcare solutions, expansion into heart health and weight loss categories, AI-powered precision medicine, growth strategies in dermatology and mental health, and establishing a trusted healthcare brand.