TD Cowen Insights

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

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

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

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

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

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

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

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

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

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