TD Cowen Insights

TD Securities, TD Cowen
  • 4.7 (37)
  • Business
  • Updated Biweekly

On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure

  1. Aug 11

    Navigating The FDA Playbook For Psychedelic Therapies

    Recorded on 07/17/26 TD Cowen senior analyst Ritu Baral hosts Michael McCaughan, founder of Prevision Policy, a leading provider of regulatory and reimbursement policy analysis for the biopharma industry. Discussion focused on the evolving regulatory landscape for psychedelic treatments. McCaughan views FDA as already receptive to psychedelics from the bottom up, with the recent executive order on accelerating psychedelic development and approval adding clear new top-down support. He does not believe the updated 2026 FDA industry guidance meaningfully changes the approvability bar for psychedelic sponsors, especially those with NDAs in progress. He views the recommendation for 12-month blinded follow-up as unlikely to be an approvability issue for these near term, and even Ph3 programs, although it could influence label language, durability claims, and claims on repeat dosing. On safety, he expects FDA to focus on if benefit outweighs key risks, including suicidality, abuse potential, and class-specific concerns such as cardiovascular or valvulopathy signals. He also expects a REMS framework anchored by in-office administration and misuse prevention, likely informed by Spravato but tailored to the psychedelic treatment model. Importantly, he believes FDA and DEA are likely to work together to minimize the gap between approval and rescheduling, though process and bureaucracy remain key timing variables. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  2. Aug 6

    What's Happening With Consumer Finance

    Recorded on 08/06/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation with Moshe Orenbuch, an equity analyst at TD Cowen who focuses on the consumer finance sector. We talk about credit growth, credit quality, and policy challenges. Also, TD Cowen's Scott Smith gives an assessment of bank earnings season. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  3. Jul 30

    How Faire's Digital Approach To Wholesale Empowers Retail

    Recorded on 07/15/26 Learn About Global Wholesale Platform Powering Independent Retail. We host Jeff Kolovson, co-founder & COO of Faire, a wholesale technology platform that helps retailers discover brands and products to stock. We discuss how the company is transforming wholesale for independent retailers and brands, and cover topics including AI-powered discovery, network effects, and the future of trade shows. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  4. Jul 21

    Inside A Commercial Interventional Psychiatry Clinic: Preparing For The Next Wave Of Psychedelic Treatments

    Recorded on 07/09/26 Senior analyst Ritu Baral hosts Dr. Tobias ("Toby") Marton, CMO of Mindful Health Solutions, to discuss how a large commercial interventional psychiatry network operates and how clinics may adapt as psilocybin-based therapies such as COMP360 move closer to potential FDA approval. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  5. Jul 20

    USA-IRI Ceasefire Over & FY27 Budget Outlook Murky Into Fall

    Recorded on 07/17/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an all-star reporter roundtable to discuss the resumed war between the USA and IRI, the complicated picture of defense spending heading into FY27, and a preview of the Farnborough International Air Show. The budget outlook is muddled along multiple tracks (the base budget, a third or fourth reconciliation package, and a DoW supplemental request). And Congress needs to get a continuing resolution in place before October 1 or there could be a shutdown. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  6. Jul 15

    Geneoscopy CEO Andrew Barnell On Transforming GI Health: RNA-Based Diagnostics, CRC Screening Opportunity, & Platform Potential Ahead

    Recorded on 07/09/26 TD Cowen Life Science & Diagnostic Tools analyst Dan Brennan speaks with Geneoscopy CEO Andrew Barnell post TD Cowen's 5th Annual Tools/Dx Revolution Conference to discuss GI healthcare and the future of GI cancer diagnostics, and Geneoscopy's innovations, partnerships, and growth pillars ahead. Geneoscopy is leveraging its proprietary RNA platform to advance colorectal cancer (CRC) screening through ColoSense, a non-invasive FDA-approved and Medicare-covered stool test. Barnell discusses the origins of the company, the scientific rationale behind their platform, recent commercialization milestones including their partnership with LabCorp, and the company's vision to expand beyond CRC into broader GI indications such as inflammatory bowel disease. Barnell also shares perspectives on competitive differentiation, CRC screening adoption drivers, the role of AI in diagnostics, and Geneoscopy's long-term mission to transform the diagnosis, monitoring and management of GI diseases. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  7. Jul 14

    Kevin Warsh And The Future Direction For Rates

    Recorded on 07/14/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation with Gennadiy Goldberg, the head of rates strategy at TD Securities. We look at Kevin Warsh's first few weeks on the job as Federal Reserve chair and assess what it means for interest rates going forward. In addition, TD Cowen specialty salesperson Scott Smith gives an assessment of bank earnings season. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  8. Jul 14

    Inside A Non-Profit/Academic Interventional Psychiatry Clinic: Preparing For The Next Wave Of Psychedelic Treatments

    Recorded 07/07/26 Senior analyst Ritu Baral hosts Dr. Scott Aaronson, Chief Science Officer for Advanced Diagnostics and Therapeutics at Sheppard Pratt Health System, to discuss operations at a nonprofit/academic interventional psychiatry clinic and how the model may evolve as new psychedelic treatment modalities, including psilocybin-based therapies, move closer to potential approval. Dr. Aaronson underscores the substantial unmet need in TRD, noting that these are highly ill patients with meaningful morbidity and mortality risk, making durability and the ability to re-dose clinically important. He notes that current interventional options offered at his clinic, including ECT and TMS, remain constrained by reimbursement, staffing, and site-of-care economics, with hospital-based settings generally better positioned than private practices to absorb monitoring and overhead costs. Looking ahead, he sees clinical utility for psilocybin-based therapies such as COMP360, while highlighting key implementation questions around reimbursement feasibility, supervised dosing infrastructure, preparation/integration requirements, and rigorous patient screening for psychosis risk as access expands. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

See All (378)

4.7
out of 5
37 Ratings

About

On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure

Information

  • Creator
    TD Securities, TD Cowen
  • Years Active
    2020 - 2026
  • Episodes
    378
  • Rating
    Clean
  • Copyright
    © TD Securities
  • Show Website
    TD Cowen Insights

You Might Also Like