TD Cowen Insights

Recorded on 08/16/21 In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Jean Drouin, CEO and Founder of Clarify Health. Clarify Health is a healthcare analytics platform that uses comprehensive, longitudinal and linked data from clinical, claims, prescription, lab, and consumer data sources to inform thousands of predictive models and streamline decision-making for payors, health plans, and pharma. We discuss the digitization of healthcare data in the past decade, early efforts into data analytics and population health, as well as challenges that still remain. We also explore how Clarify Health combines unique and detailed datasets with a technology stack that drives value for payors, providers and pharma. Clarify enables payors and providers to adopt risk-based contracts by offering data-driven insights into patient populations. Lastly, we discuss the future of our healthcare system and the role that data can play in addressing problems exposed by the COVID-19 pandemic. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 07/26/21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with euNetworks CEO Brady Rafuse about the value of hard work (still), the successes of so many Level 3 alums, keeping the service offering simple, and above all else, staying humble. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 07/19/21 Cowen’s updated views on federal cannabis policy following the introduction of draft legislation from Senators Schumer, Wyden and Booker, with Jaret Seiberg and Vivien Azer. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 07/07/21 In this episode, Charles Rhyee, Cowen’s Health Care Technology Analyst speaks with Steve Blumenfield, Head of Strategy and Innovation for Health and Benefits North America at Willis Towers Watson. Together they take a look back at this year’s 6th Annual Cowen FutureHealth Conference, held virtually this past June, and discuss the wide range of topics covered during the conference, including behavioral telehealth, chronic care management, women’s health and caregiving, and telehealth. As part of his role at Willis Towers Watson, Steve Blumenfield helps develop high potential new practice areas and curates the digital health and benefit landscape for clients. Steve works closely with VC firms, start-ups, and leading global employers. He is also host of the Cure for the Common Co podcast in which he interviews innovators, the likes of which discussed in this episode. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 06/14/21 Magic meets logic at an elite global luxury leader. Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with Mytheresa's CEO Michael Kliger. Our Retail Visionaries Podcast Series features thought leaders across retail, new platforms, and luxury on the most pertinent topics in these industries. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 06/18/21 In this Intellectual Capital podcast we discuss the current state of the Capital Markets with Three Capital Markets experts. Half way through 2021, we examine the Going Public process. There used to be two primary ways: IPOS and Direct Listings, but over the last 12 months, SPACs have exploded in a significant way especially for emerging growth companies. Learn what we believe caused this change. Featuring Cowen & Company Co-President Larry Wieseneck, David Erickson, a former colleague from Lehman and Barclays and currently a Senior Fellow at Wharton Business School, and Grant Miller, Head of Cowen’s Capital Markets Group. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 06/08/21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Ali Diab, Co-Founder and CEO of Collective Health. Ali founded Collective Health in 2013, to help consumers better understand, navigate, and use their health benefits. Collective prides itself on delivering an unparalleled member experience, while also allowing self-funded employers to administer plans, control costs, and take care of their people—all in one place. We talk about how Collective creates a seamless and positive user experience for consumers, while helping employers manage their employee benefit plans. We also discuss the outlook for virtual care and ways that COVID-19 has changed how employers think about their benefit packages. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

06/08/21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Manny Krakaris, CEO of Augmedix, a pioneer in medical note documentation that is estimated to save clinicians 2-3 hours per day, increase productivity and improve clinicians’ work-life balance. Prior to Augmedix, Manny served as the CEO of Streetline, Inc., a provider of smart parking solutions through the use of sensor-enabled mobile and web applications. And prior to that, Manny served as Chief Financial Officer of Command Audio Corporation. We discuss the administrative burden of medical note documentation on providers today and how Augmedix’s offerings can increase productivity and prevent physician burnout. We also talk about how Augmedix leverages technology, such as AI, machine learning, and natural language processing, to create value for health systems and physicians. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 06/14/21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Doug Hirsch, Co-founder & CEO of GoodRx, a consumer-focused digital healthcare platform. Doug has spent decades building technology that helps everyday consumers, starting as one of the first employees at Yahoo! before moving onto Facebook as VP of Product, and then founding DailyStrength. Doug co-founded GoodRx in 2011, which provides access to price transparency and affordability solutions for generic and brand medications. The company has saved Americans $30 billion on prescription medications since its founding and provided affordable and convenient medical provider consultations via telehealth. In this episode, we talk about the problems of access and affordability in healthcare, as well as how GoodRx’s offerings help patients find prescriptions at the lowest prices and increase patient access to care. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 05/24/21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with QRTEA's (QVC & HSN) CEO, Mike George, and CFO, Jeff Davis as CFO of Qurate Retail Group. Our Retail Visionaries Podcast Series features thought leaders across retail, new platforms, and luxury on the most pertinent topics in these industries. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure