TD Cowen Insights

Recorded on 10-06-20 Some listeners will recall several podcasts we recorded around Cowen’s 5th annual FutureHealth conference earlier this June. Charles Rhyee, Cowen’s Healthcare Technology analyst, hosts today’s podcast which is the first episode in a new monthly series that continues Cowen’s efforts to bring together thought leaders, innovators, and investors to discuss how the convergence of healthcare, technology and consumerism is changing the way we look at health, healthcare and the healthcare system. The podcast's first guest is Sean Duffy, Co-founder and CEO of Omada Health, one of the leading digital health companies focused on diabetes and other chronic condition. Sean is not only a thought leader in digital diabetes management but also on how digital tools are more broadly changing the way we manage chronic conditions now and into the future. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Record on 10/05/20 Cowen analyst Jaret Seiberg dissects why progressive Democrats want to change how people pay for financial services. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 10/05/20 WRG’s Rick Weissenstein sits down with Mike McCaughan, Founding Partner of Prevision Policy. In this episode we discuss Prevision Policy about the FDA Ad Com on COVID19, Election 2020, and drug pricing. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Record on 08/31/20 Cowen analyst Jaret Seiberg dissects the presidential election and the prospects for additional stimulus while also looking at the biggest policy developments from August for financials and housing. That includes the new fee on mortgage refinancings and big bank common dividends. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 08/03/20 WRG’s Rick Weissenstein sits down with Mike McCaughan, Founding Partner of Prevision Policy. In this episode we discuss what’s on tap in August at the FDA, are CRLs increasing, are inspections declining, and will a COVID Vaccine need an adcom. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 7/29/20 In the latest episode of Nightmare on K Street, Chris Krueger of Cowen's Washington Research Group tackles Phase IV coronavirus relief prospects and inventories potential 2020 election game-changers. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. Disclosures: http://bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded 07/09/20 On this episode, we interview Dr. Erik Mittra, an associate professor of diagnostic radiology at the Oregon Health & Science University. Dr. Mittra has a particular interest in targeted radioisotope therapies in oncology and he is a nationally recognized expert in this area. Podcast episode hosted by Cowen's managing director and senior research analyst covering emerging growth biotechnology companies, Boris Peaker. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 07/07/20 WRG’s Chris Krueger chats with JAG Public Affairs’ Jonathan Grella to discuss COVID-19 relief legislation, the latest 2020 election analysis (including Biden’s Veepstakes), as well as Supreme Court retirement rumors. Cowen’s Washington Research Group lives at the intersection of Wall Street and K Street. Their analysts cover key sectors of the U.S. economy and can expertly translate how politics and markets impact one another in a substantive, engaging fashion. This sharp new podcast series will brief you on the latest from the White House to Capitol Hill, and across the geopolitical landscape — faster than a speeding Acela. Disclosures: http://bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 06-22-20 In this episode, we talk about the role of technology in the provider setting. Technology is playing an increasingly important role in optimizing the workflows and reducing the administrative burdens of providers. And to help us explore this topic is Bill Korn, CFO of MTBC, a health information technology company that helps customers increase revenues, streamline workflows and make better business and clinical decisions, while reducing administrative burdens and operating costs. Podcast episode hosted by Cowen's Health Care Technology Analyst Charles Rhyee. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure

Recorded on 06-22-20 Join us as we speak Suresh Katta, founder and CEO, along with Greg Simpson VP and Head of Marketing, of Saama Technologies, a clinical data analytics company that leverages AI to integrate, curate and animate structure, unstructured and real-world data to deliver actionable insights for biopharma. In this episode, we talk about AI-powered data and analytics in clinical development. In the digital age, data and analytics are being applied to just about everything, and nowhere more than in drug development. The biopharma space is always looking for ways to accelerate and optimize the clinical development process. Podcast episode hosted by Cowen's Healthcare Technology Analyst Charles Rhyee. For Disclosures, click here bit.ly/3cPHkNW https://go.td.com/PodcastDisclosure