TD Cowen Insights

Recorded on 09/24/24The post-COVID travel surge continues despite the occasional air pocket. This episode features Tom Fitzgerald, TD Cowen's airline analyst, and Kevin Kopelman, TD Cowen's senior hotels and online travel analyst, discussing major dynamics across airlines, hotels, and online travel, summer 2024, and key industry debates as we head into 2025. https://go.td.com/PodcastDisclosure

Recorded on 10/04/24On this episode of the NatSec Need To Know, we have an extended cut of our Reporters' Roundtable to discuss the Washington outlook through the Lame Duck session and to discuss high-profile Air Force and Army trade shows. We also go deep on the Navy’s struggles with buying and building submarines.  https://go.td.com/PodcastDisclosure

Recorded on 10/07/24In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses 3 signals to watch in the 2024 noise: 1) Race for the Senate; 2) Race for the House; 3) $4.5T+ Tax & Fiscal Cliffs for New Congress.   https://go.td.com/PodcastDisclosure

Recorded on 09/10/24Evernorth has played a leading role in the development of value-based contracting programs to assist plan sponsors in managing rising pharmaceutical costs. As plan sponsors are faced with the cost impacts of the rising mix of specialty drugs, they are increasingly turning to solutions such as Evernorth's SafeGuardRx, which combines financial arrangements for plans with clinical value-based features for members. Since the launch of SafeGuardRx in 2015, nearly all of Evernorth's plan sponsors have adopted at least one SafeGuardRx program. Evernorth has continued to innovate on solutions that help plan sponsors manage the high costs of innovative pharmaceutical treatments, such as offering the EncircleRx program to help plan sponsors control GLP-1 costs and offering private label biosimilars to provide options to plan sponsors for lower cost specialty drugs. To discuss this topic, we're joined by Harold Carter, Senior Vice President of Pharma Trade Relations at Express Scripts (an Evernorth company). https://go.td.com/PodcastDisclosure

Recorded on 09/30/24In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses 3 signals to watch in the 2024 noise: 1) VP Debate Preview; 2) All-Important Campaign Ground Game; 3) Nikki Haley Primary Voters. https://go.td.com/PodcastDisclosure

When we think of the biopharmaceutical industry, we naturally think of innovation in terms of discovery of novel medicines treating any number of diseases and conditions. The innovation occurring in the pharma industry isn't limited to drug discovery, and has also extended into the application of technology in pursuit of developing new therapies. In this episode, we dive into how the pharma industry thinks through the development and deployment of novel technology. Technologies such as clinical operations software, AI, and machine learning have increased the efficiency of every stage of the drug development process. This embrace has helped drive the discovery of new therapeutic classes and the development of drugs for targets and diseases that were previously thought untreatable. To discuss this topic, we're joined by Shobie Ramakrishnan, GSK's Chief Digital and Technology Officer. Since joining GSK in 2018, she has transformed the company’s capabilities in digital, data, and analytics, and has played a pivotal role in establishing a more agile commercial operating model. Before joining GSK, Shobie held senior technology leadership roles in organizations including AstraZeneca, Salesforce, Genentech, and Roche. https://go.td.com/PodcastDisclosure

Recorded on 09/12/24In this episode, we host Katie Storer from Blackstone Growth, Blackstone’s dedicated growth equity investing platform, to hear about her investment strategies and beauty brands that are disruptive in the market. We also discuss the overall consumer landscape, key attributes that drive longevity, and the importance of connecting with the next generation for beauty brands. https://go.td.com/PodcastDisclosure

In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses three big wild cards to watch in the 2024 noise: 1) Omaha & Impact of an Electoral College Tie; 2) Pivot Counties to Watch; and 3) Three States to Watch on Election Night as Wave Indicators  https://go.td.com/PodcastDisclosure

Recorded on 09/10/24Walgreens launched its Clinical Trials business in 2022 to make clinical trials more accessible, convenient, and equitable for the nearly 80% of Americans who live near a Walgreens store. Since then, the company has seen solid growth in this business, now working with more than 25 biopharmaceutical companies, academic institutions, nonprofits, and government entities. CROs and manufacturers are highly interested in working with a partner like Walgreens that can address patient convenience, study recruitment efficiency, and trial participant diversity. Walgreens is also able to scale this business in a capital light approach, leveraging its existing retail pharmacy network. To discuss this topic, we're joined by Ramita Tandon, Walgreen's Chief Clinical Trials Officer.  https://go.td.com/PodcastDisclosure

In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the top four big-picture signals to watch in the 2024 noise: 1) Presidential election; 2) $5T+ Tax/Fiscal Cliffs on Horizon; 3) Congressional Undercard; and 4) Harris/Trump Macro Policies. https://go.td.com/PodcastDisclosure