TD Cowen Insights

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

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

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

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

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

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

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

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

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

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