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Recorded on 10/11/24
In 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.
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Recorded on 10/25/24
TD 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.
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Recorded on 10/29/24
In this episode, TD Cowen Washington Research Group’s Chris Krueger flags the key 33 counties across 13 states to watch for election results & implications on November 5.
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Recorded on 10/11/24
What's Happening with Amazon Beauty? Recom's Chief Growth Officer Dana Upshaw discusses the growth of marketplace models and how brands can perfect their marketplace selling presence. Recom is a marketplace optimization partner with a top 10 Amazon seller rank worldwide. Listen for key insights related to the beauty industry as well as competitive differences between marketplaces at Amazon and Walmart.
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Recorded on 10/21/24
In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch with the early vote in the battleground states & what happens after voting ends on November 5.
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Recorded on 10/11/24
Manufacturing capacity, workforce hiring and retention, and a host of other issues continue to bedevil DoD and U.S. defense manufacturers. Please join us for a discussion with Dr. Jerry McGinn about the health of the U.S. industrial base and his latest analysis of case studies in prior U.S. defense buildups.
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Recorded on 10/14/24
In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses what to watch in the seven key Presidential battleground states.
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Recorded on 09/10/24
Whereas software had traditionally been used by patients to track and manage their disease, clinical evidence has demonstrated software can also be used to as a therapeutic to impact clinical outcomes. Prescription digital therapeutics (PDTs) are uniquely positioned to address some of the key shortcomings of traditional pharmaceutical-based treatments, including stigma, poor access to care, provider shortages, and the complexities of the healthcare system. Importantly, PDTs can also be utilized as a treatment in conjunction with traditional pharmaceuticals, without risking additional drug-related side effects or drug-drug interactions. Click Therapeutics has been a standout in applying the same rigorous standards typically applied to pharmaceutical interventions to Click's trials for PDTs, which will be key to driving adoption over time. Recent FDA guidance on Prescription Drug Use-Related Software (PDURS) opens the door to a new treatment category combining digital and pharmacological interventions, and Click is focused on partnering with traditional pharma companies to unlock the value in combination treatments. To discuss this topic, I’m joined by Randall Stanicky, Click Therapeutics' CFO.
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Recorded on 09/12/24
In this episode, we feature Alisa Lask, CEO of Rion Aesthetics, a regenerative aesthetics company pioneering human derived ingredients in skincare, to discuss the convergence of wellness and beauty and the use of platelet-derived exosome technology. Backed by over 15 years of visionary science, Rion aims to transform the regenerative aesthetics market.
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Recorded on 09/24/24
The 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.
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Recorded on 10/04/24
On 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.
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Recorded on 10/07/24
In 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.
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Recorded on 09/10/24
Evernorth 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).
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Recorded on 09/30/24
In 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.
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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.
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Recorded on 09/12/24
In 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.
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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
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Recorded on 09/10/24
Walgreens 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.
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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.
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Recorded on 09/12/24
Welcome to a special edition of the TD Cowen FutureHealth Podcast, where Charles Rhyee and Ryan Langston recap key takeaways from TD Cowen's 9th Annual FutureHealth Conference held September 10, 2024, in New York. The conference featured a number of panel sessions covering transforming care delivery models and sites of care, the evolution of Digital Health 2.0, artificial intelligence, and cybersecurity. We also highlight fireside chats with Cigna, where we discussed the increasing adoption of value-based contracting programs, and Walgreens, where we discussed the role retail pharmacies are playing in the clinical trial space to improve patient access, enrollment efficiency, and recruitment diversity.
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