TD Cowen Insights TD Securities, TD Cowen

Recorded on 03/28/24

Specialty 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 to increase. And unlike more traditional medications that people pick up at their local pharmacy, specialty pharmacies emerged along the way to dispense these medications, which often come with special handling requirements, as well as clinical support. With the majority of biopharma R&D being focused in specialty categories, the importance of specialty pharmacies is expected to increase. In this episode we explore the specialty pharmacy industry and the role it fills in the healthcare system today and in the future.

To help discuss this topic, we’re joined by Dr. Surya Singh, CEO of InformedDNA. Dr. Singh brings over 20 years of experience within the health care supply chain. Before joining InformedDNA as CEO, Dr. Singh was the Chief Medical Officer for CVS Specialty and an attending physician at Brigham and Women’s hospital. Dr. Singh is also President of Singh Health Advisors and a Senior Advisor at ICER.

Recorded on 03/21/24

In this episode, we host Glossier's CEO, Kyle Leahy, to discuss the brand's core strengths in the competitive beauty market. We believe Glossier is changing the world of beauty through iconic products and embracing community and inclusivity. Glossier started as Into The Gloss, a beauty website and community devoted to sharing real information with real people, about really amazing products. Glossier stands for thoughtful design and cultivating conversations, and, at Glossier, beauty is about celebrating freedom of expression, individuality, and having fun.

Recorded on 03/13/24

Designing stores with embodied circularity in mind. In this episode of Retail Visionaries, we host RESET's Founder & CEO, Raefer Wallis, to discuss the future of retail stores and creating a more sustainable future. RESET is an independent, third-party company that aims to bring a standardization system to measure the environmental impact of physical retail. The company pioneered the ability to set targets and proactively measure results of creating and operating stores, which shifted the industry to move away from rhetoric to science-based statistics. RESET plays a critical in advancing how retailers think about real estate, particularly among large luxury companies as they elevate and invest in experiential retail.

Recorded on 03/15/24

TD Cowen Analyst Yaron Werber speaks with award-winning biotech journalist Luke Timmerman about Luke’s love of mountaineering, and how he has been able to leverage his passion and expertise for a great cause with his Timmerman Traverse treks. These expeditions bring together diverse and intrepid groups of biotech professionals to undertake climbs such as Mount Kilimanjaro, the Presidential Traverse, or Mount Everest Base Camp as fundraising campaigns to battle cancer, poverty, and soon sickle cell disease, with $9M raised to date.

For Disclosures, click here bit.ly/3cPHkNW

Recorded on 03/18/23

In 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 experts.

For Disclosures, click here bit.ly/3cPHkNW

Recorded on 02/21/24

Optimize Your Face With The Resurfacing Compound. Tina Chen Craig reveals the secrets to U Beauty’s customer & science-centric innovation. U Beauty, founded in 2019, became famous with their hero product, their daily all-in-one Resurfacing Compound serum. U Beauty’s SIREN Capsule Technology focuses treatment on specific skin areas & neutralizes free radicals.

The modern beauty market is overwhelming and filled with new ingredients, techniques, experiences, and brands, making efficacy and education a key priority for brands. TD Cowen’s New Platforms, Retail & Luxury Analyst Oliver Chen speaks with Tina Chen Craig, founder of U Beauty, to discuss how U Beauty is tackling cosmetic confusion through results-oriented, multi-tasking products. We discuss the rise of "skintellectuals," key digital vs. brick & mortar distribution considerations, marketing strategy, and how to outperform in an increasingly competitive beauty industry.

For Disclosures, click here bit.ly/3cPHkNW