Episódios
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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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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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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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In this episode, we look at the PBM industry, which has been in the spotlight in recent months, and not necessarily in a good way. PBMs have been painted as the unnecessary "middle man" that is driving up the cost of drugs. But is this really the case? The PBM industry traces its roots back over 50 years, with an initial narrow focus on efficient benefits administration, creating systems that told pharmacies in real-time what each patient's specific insurance plan meant that customer was supposed to pay for a specific prescription. Over time, PBMs leveraged their intermediary role in the pharmaceutical supply chain to take on additional responsibilities, including pharmaceutical cost & clinical control, pharmaceutical dispensing, and disease management. Among the various stakeholders in the pharma supply chain, PBMs have the least interface with consumers and the general public, which often leads to confusion about the role PBMs play. In this discussion we hope to provide clarity on the various roles of PBMs and how PBMs interact with other stakeholders in the US healthcare system.
To discuss this topic, we are joined by Ronald Fox, who is currently a health care consultant, specializing in the PBM and health plan sectors. Previously, Ron spent over 21 years in the PBM industry, most recently serving as President of the Health Plan Division at Express Scripts, now part of Cigna's Evernorth division.
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Supply Chain 101: Faster & Less Expensive Can Win the Retail Race. Portless founder Izzy Rosenzweig helps us contextualize the rise of the ultra-fast fashion model, catalyzed by leaders Temu & Shein, while highlighting opportunities for brands to optimize their supply chains. We discuss the impact of direct logistics on cash flow & margins and the importance of agility and strategic planning.
In this episode, we feature Izzy Rosenzweig, Founder and CEO of Portless, a next-generation fulfillment platform for e-commerce brands. With Portless, Mr. Rosenzweig is revolutionizing the retail industry by helping brands ship directly from China to optimize their margins and working capital needs. We delve into evolution of the e-commerce logistics and the disruptive impact of the direct shipping strategy deployed by Temu and Shein. In our view, the retail industry needs to: (1) deploy a test-read-react model across planning, production, and design, (2) balance novelty and core merchandise, and (3) invest in a tech-enabled supply chain integrated across all key distribution channels.
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Recorded on 07/24/24
TD Cowen analyst Yaron Werber speaks with Jeff Solomon, President of TD Cowen and Vice Chair of TD Securities about his career in Wall Street and his philosophy on how to be a present and inspirational leader. More broadly, Jeff also discusses how TD's acquisition of Cowen helps expand our product offering to corporates and institutional investors, and opines on the state of the larger market and Biotech in particular, which he believes is resilient enough to rise to meet the current challenges facing the sector.
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Recorded on 07/29/24
In this episode, Roman Schweizer, TD Cowen's WRG Geopolitics & Defense Analyst, discusses the latest Washington policy topics, Farnborough takeaways and the future of major aircraft programs with a reporter roundtable and special guest Richard Aboulafia from AeroDynamic Advisory.
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Recorded on 06/03/24
Live at our TD Cowen Consumer Conference, we discuss the evolution of home fragrance and what is ahead for the fragrance category with Harry Slatkin, who is an entrepreneur and philanthropist. The New York Times called him the "king" of home fragrance, and celebrities like Oprah Winfrey and Elton John use his home fragrances. As the founder and creative force behind Slatkin & Co, a home fragrance brand, Harry is regarded as one of the country's fragrance experts.
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Recorded on 06/04/24
Over time, pets have moved from the dog house to the master bed, as pet owners increasingly treat them as beloved family members. We hosted Richard Maltsbarger, President & CEO of Pet Valu, live at TD Cowen's Consumer Conference, to cover a range of topics that, among other things, include: the humanization and premiumization trends that have driven rather consistent and attractive growth over recent decades, competitive forces within the Canadian industry, the company's defenses against expanding eCommerce giants, and Pet Valu's own expansion plans.
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Episode Recorded On 06/26/24
In this episode we take a deep dive into cybersecurity in the healthcare system. According to HHS, over the last ten years, the number of reported healthcare data breaches have consistently trended upward. The 734 reported breaches in 2023 is nearly double what was seen in 2018, and collectively these breaches are impacting a higher proportion of the US population each year. Ransomware attacks on U.S. healthcare organizations have cost the economy around $77.5 billion in downtime since 2016, according to an analysis by technology review and cybersecurity research firm Comparitech. Two recent cyberattacks, Change Healthcare and Ascension, are just the latest high-profile large-scale attacks that have impacted financial results for a number of companies, but also has had an impact on patient care. These events have left many wondering whether the healthcare space remains vulnerable and what steps companies and regulators can take to limit further risk. To discuss this topic, we're joined by Richard Staynings. Mr. Stayinings is a thought leader, author, and public speaker about cybersecurity in healthcare, with over 25 years of experience. He is currently Chief Security Strategist for cybersecurity company Cylera, and teaches postgraduate courses in cybersecurity and health informatics at the University of Denver. He's previously held various cybersecurity leadership roles at Cisco, General Dynamics, and PwC.
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Recorded on 06/04/24
What is timelessness? Live at TD Cowen's Consumer Conference, we hosted Ari Hoffman, retail executive and CEO of North America at Ted Baker, to chat about the future of department stores, building timeless brands, and delivering on the best customer experience. Mr. Hoffman brings a wealth of experience across the luxury and retail space, including serving as President of Yves Saint Laurent and Lacoste. The conversation covers a range of topics and ideas including: connecting with customers across age groups, how to compete in the age of ultra fast fashion players such as SHEIN, and how to approach artificial intelligence to improve a business.
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TD Cowen analyst Yaron Werber speaks with Arsani William, Founder, Managing Partner and Chief Investment Officer of Logos Capital, about his views on the outlook ahead for biotech. Arsani shares the investment strategy at Logos and how their approach is differentiated from other therapeutic funds, opines on recent trends that may suggest the start of a sustained recovery for the sector, discusses how managements and boards are adapting to the new reality wherein capital is expensive and scarce, and describes what the buyside gets right and wrong about biotech investing.
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In this episode of Retail Visionaries, we host Spin Master's CEO Max Rangel, and CFO Mark Segal, to discuss the company's cross-collaborative growth strategy. Spin Master is a leading global children's entertainment company, that creates, designs, manufactures and markets a diverse portfolio across its three creative centres – Toys, Entertainment, and Digital Games. Its focus on leveraging its owned IP across its creative centres is fostering innovation and growth, that is positioned to accelerate in 2025 following several exciting product introductions in 2024. Recorded at the 8th annual TD Cowen Future of the Consumer Conference, in New York, Brian, Max and Mark discuss a range of topics including the state of the consumer, its acquisition of Melissa & Doug, early success for Unicorn Academy, and its mix shift to higher-margin verticals.
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A little over a year after TD completed its acquisition of Cowen, Larry Wieseneck, Head of Corporate and Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton School are joined by Damian Engen, Head of Global Debt Capital Markets at TD Securities to reflect on lessons learned while bringing two organizations together. They also share their mid-year outlooks for 2024: from trends in the investment-grade debt market to what it may take to further re-open the IPO market.
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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) The Known Knowns (upcoming debt, tax, fiscal & trade cliffs); 2) Five policy themes continuing regardless of election outcome; 3) The six key variables to determine 2024 election, and; 4) policy implication of Trump v Biden.
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In this episode, we interview Frederic Fekkai, an iconic leader in the industry that stands for effortless elegance. Fekkai's professional products offer personalized care for every hair type, hair texture, and hair color. The brand's salon-level products feature sustainable packaging and clean, natural formulas designed to solve every hair’s most vital needs: such as protecting color, boosting shine, volumizing, repairing and restoring.
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In this episode of Retail Visionaries, we host Yaysay's Co-Founder & CEO, Lindsay Ferstandig, to chat about her latest venture into digital shopping. Yaysay marries the excitement off off-price treasure hunting with gamifying retail and luxury shopping. The platform leverages artificial intelligence to drive a personalized daily offering across categories to the mobile app users who can decide to add the item to their cart and purchase or keep shopping. Further, the items range from premium to luxury brands and are offered at a discount, underscoring a value proposition to the shopper. Oliver and Lindsay discuss a range of topics including enhancing customer lifetime value, optimizing advertising dollars, and managing inventory for speed.
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Recorded on 04/19/24
In this episode we’ll be talking about what’s next for digital health, which started emerging in the mid-2010s as a way to provide new ways to access care using a digital first approach, disrupting the traditional care model that was episodic in nature to move toward a care model that was more continuous. A lot has changed over the years, and digital health has become a key part of healthcare delivery and for many a standard part of their health benefits. But the digital health industry finds itself at a crossroads post-pandemic, particularly among investors, with many once high-flying companies struggling.
So what’s next for digital health? To explore this, we’re joined by Sean Duffy, Co-Founder and CEO of Omada Health. Sean was our first guest when we formally started this podcast back in 2020. Sean is one of the early pioneers of digital health and a thought leader, not only in managing chronic conditions, but also in how digital tools can be used to engage and guide patients in their care journey.
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