TD Cowen Insights

TD Cowen Insights

Latest Episodes

Specialty Pharmacy’s Role In The Future With Dr. Surya Singh
April 10, 2024

Recorded on 03/28/24Specialty drugs, which are typically composed of large molecules that need to be injected or infused, as a category, represent roughly 50% of pharma spending today and continues

A Tale Of Two Budgets: The New FY25 DoD Budget Is Out With Congress Still Closing The Book On FY24
March 21, 2024

Recorded on 03/18/23In this episode, Roman Schweizer, TD Cowen's WRG Geopolitics & Defense Analyst, discusses the recently released FY25 DoD budget with a reporter roundtable and a panel of budget e

U Beauty's Simple, Scientific, Viral Skincare
March 14, 2024

Recorded on 02/21/24Optimize Your Face With The Resurfacing Compound. Tina Chen Craig reveals the secrets to U Beautys customer & science-centric innovation. U Beauty, founded in 2019, became famou

The Big Three For 2024- Presidential, Congress, & Policy Implications
March 12, 2024

Recorded on 03/08/24In this episode, TD Cowen Washington Research Groups Chris Krueger discusses the main 3 topics for the 2024 election the Presidential race between Biden and Trump (with 4 key

Beauty School With COTY, A Diversified Beauty Powerhouse
February 29, 2024

Recorded on 02/21/24We sat down with Stefano Curti, Chief Brands Officer for Consumer Beauty, to highlight some of our key takeaways from our Glowing Ahead Beauty & Wellness Summit on February 13, 2

3 Areas To Watch: Fiscal Packages/Shutdown Risk, Special Election 2024 Impact & Q1 Catalyst Calendar
February 17, 2024

Recorded on 02/15/24In this episode, TD Cowen Washington Research Groups Chris Krueger breaks down three areas to watch in the next six weeks: 1) the fate of the two fiscal packages & looming gover

Wish You Were Here: Some Of What You Missed If You Didn't Make TD Cowen’s 45th Annual A&D Conference
February 17, 2024

Recorded on 02/15/24In this episode, TD Cowen Analysts Roman Schweizer, Cai von Rumohr, and Gautam Khanna discuss a few of their key observations and takeaways from this years Aerospace & Defense C

A Healthier Living Platform & Ecosystem: Meet HumanCo
February 14, 2024

Recorded on 02/05/24TD Cowen hosts Jason Karp, Founder & CEO of HumanCo, on this episode of Retail Visionaries. HumanCo is a holding company focused on delivering better-for-you products that make i

The Evolving Landscape Of Pharmacy Reimbursement
February 11, 2024

Recorded on 02/06/24In this episode, we take a look at the changing landscape for pharmacy reimbursement and the push towards a cost-plus model of reimbursement. Over the last few decades, growth in

Innovative Design For Life, It's Lovesac
January 31, 2024

Recorded on 01/23/24Furnishing Dreams & Disrupting an Industry. TD Cowen hosts Shawn Nelson, Founder & CEO of Lovesac, on this episode of Retail Visionaries. Lovesac is a modern furniture brand with