TD Cowen Insights

Recorded on 02-10-21 In this episode, Cowen's Health Care Technology analyst Charles Rhyee speaks with Corey McCann, MD, PhD, who is President and CEO of Pear Therapeutics, a pioneer in prescription digital therapeutics, and the first company to receive FDA market authorization for software to treat disease. We discuss the impact of COVID-19 on mental health, the challenges in helping individuals get treatment during the pandemic, and how for the first time software can serve as front-line treatment for a wide range of conditions, including substance use disorder, opiate use disorder and chronic insomnia. We delve into the advantages that a digital therapeutics platform has over traditional drug development and discuss the unique challenges and opportunities of launching a whole new class of drugs in this challenging period. Corey M. McCann, MD, PhD, is the President and CEO of Pear Therapeutics. Previously, Corey was an investor with MPM Capital, where he evaluated new healthcare investment opportunities, managed relationships with strategic partners, and oversaw strategy and execution at portfolio companies. Prior to MPM, he was an Engagement Manager with McKinsey & Company, where he advised pharmaceutical, medical device, and biotechnology companies on the acquisition, development, and commercialization of life science technologies. He led McKinsey’s central nervous system expertise group, advising clients across the healthcare value chain. Corey has previous investment experience with RiverVest Venture Partners and at NeuroInsights. Corey is also a co-founder, advisor, or Board Director at AgNovos Healthcare, Alcyone Lifesciences, Dragonfly Sciences, Edumedics, Resolute Bio, Selexys Pharmaceuticals, and Zillion Health. Corey trained as a physician-scientist via the Medical Scientist Training Program. For his PhD, he studied the molecular biology of synapses at Harvard University and at Washington University in St Louis. He received his MD from Washington University in St. Louis. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 01-20-21 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO & Founder of The RealReal, Julie Wainwright on the state of the re-commerce market its implications on the growing focus of Environmental, Social, Governance (ESG) standards. Cowen discusses re-commerce’s impact on the future of retail as it pertains to sustainability, disruption of traditional luxury, and innovation & diversity in fashion. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 01-20-21 In this episode, Cowen Restaurants Analyst Andrew Charles & FinTech Analyst George Mihalos caught up with ItsaCheckmate’s Director of Channel Partnerships, Chad Horn, on how and where restaurants are investing in digital technologies in a post COVID world. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 01-07-21 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with ABRY Partners CJ Brucato about the PE firm’s history in the data center space and lessons learned along the way. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 01-11-21 In this episode Cowen’s Healthcare Technology analyst Charles Rhyee spoke with Dr. Peter Rasmussen, Chief Clinical Officer of the Cleveland Clinic/AmWell JV, to discuss the explosive growth of telehealth before and during the current pandemic, as well as the outlook for virtual care going forward. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 12-18-20 Cowen’s Retail, New Platform, & Luxury Analyst Oliver Chen speaks with CEO & Founder of CaaStle, Christine Hunsicker, and CEO & Founder of Trove, Andy Ruben on the state of the re-commerce market and its growing importance to brands and consumers. We discuss the explosive growth ahead for resale and rental markets and how brands are navigating new marketplaces in order to adapt to the consumer revolution. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 12/15/20 Cowen Restaurants Analyst Andrew Charles caught up with Brightloom CEO Adam Brotman on the journey to democratize data analytics for the restaurant industry and how data proficiency will change restaurants’ 1:1 marketing effectiveness. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 09-23-20 In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with GI Partners Steve Smith about lessons learned through his career and his views on the Communications Infrastructure sector. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 12/15/20 Cowen's Healthcare Technology Analyst Charles Rhyee has a conversation on healthcare's digital revolution and the future of Humana with Heather Cox, Humana’s Chief Digital Health and Analytics Officer. Heather joined Humana in August 2018 with the responsibility of building Humana’s digital care delivery operations and leading its enterprise analytics efforts. Heather brings 25 years of experience to the role, most recently serving as Chief Technology and Digital Officer at USAA, where she led the teams responsible for designing and building personalized and digitally-enabled end-to-end experiences for USAA members. Prior to USAA, Heather was the CEO of Citi FinTech at Citigroup, helping the company adapt to a future dominated by mobile technology, and she headed Card Operations, reshaping the customer and digital experience for Capital One. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 12/3/20 In this episode, Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Akamai CEO and Co-Founder Tom Leighton about what it was like starting the company and his thoughts on the future of the business. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure