TD Cowen Insights

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

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

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

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

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

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

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

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

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

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