TD Cowen Insights

TD Securities, TD Cowen
  • 4.8（35則評分）
  • 商業
  • 隔週更新
TD Cowen Insights

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. 11月11日

    The New Fragrance Frontier With IPAR CEO & Co-Founder

    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.

    28 分鐘

  2. 11月4日

    Women Visionaries In Investing With Wellington Management's CEO Jean Hynes

    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.

    48 分鐘

  3. 10月29日

    Less Than a Week To Go: 33 Key Counties To Watch On Nov 5

    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.

    12 分鐘

  4. 10月23日

    Secrets To Amazon's Marketplace With Recom: Brand Control & Logistics

    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.

    35 分鐘

  5. 10月21日

    2 Weeks To Go: Early Vote & What Happens Post Nov 5

    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.

    7 分鐘

  6. 10月16日

    If You Build It, They Will Come: A Discussion With Dr. Jerry McGinn

    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.

    37 分鐘

  7. 10月14日

    3 Weeks To Go: Mathematics & Geography In The Electoral College – 7 Key States

    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.

    8 分鐘

  8. 10月10日

    Could PDURS Be The Game Changer To Unlock Digital Therapeutics?

    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.

    22 分鐘
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4.8
（滿分 5 顆星）
35 則評分

簡介

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

資訊

  • 創作者
    TD Securities, TD Cowen
  • 活躍年代
    2020年 - 2024年
  • 集數
    248
  • 年齡分級
    兒少適宜
  • 版權
    © TD Securities
  • 節目網站
    TD Cowen Insights

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