Avsnitt
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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.
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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
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Saknas det avsnitt?
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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
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Recorded on 03/08/24
In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses the main 3 topics for the 2024 election – the Presidential race between Biden and Trump (with 4 key variables), the Congressional undercard, and what all this means for policy in 2025 and beyond.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 02/21/24
We 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, 2024, and explore COTY’s opportunities that leverage fragrance, distribution & innovation expertise.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 02/15/24
In this episode, TD Cowen Washington Research Group’s Chris Krueger breaks down three areas to watch in the next six weeks: 1) the fate of the two fiscal packages & looming government shutdown risk, 2) special election takeaways & impact on 2024, and 3) a catalyst-rich policy environment through Q1.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 02/05/24
TD 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 it easy to live a healthy life. This episode covers Jason's career from hedge fund manager to growing several food brands and starting HumanCo.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 02/06/24
In 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 pharmaceutical utilization and an increasing mix of specialty drugs has helped drive strong performance for many participants in the pharmaceutical supply chain. As the largest channel for prescriptions, retail pharmacies have been an important part of helping drive growth in the industry. However, pharmacies, having faced years of margin pressure, have not seen the same degree of benefit as others in the supply chain. For many years, pharmacies have dealt with lack of transparency in how drugs are priced, as well as uncertainty about whether reimbursement will adequately cover the cost of drugs and time associated with patient care. For more than a decade, with increasing levels of generic substitution, retail pharmacies have been able to manage their margins by cross subsidizing potential losses they would see on brand drugs with the profits they would gain on generics. But, with generics now making up more than 90% of prescriptions, the benefit from generic conversions and the ability to cross-subsidize has been maxed out and the pharmacy reimbursement model is clearly in need of change.
To help us discuss this topic, we're joined by Michael Rothrock, who brings more than 20 years of experience within Managed Care as well as the PBM industry. Before starting Allegheny Strategic Partners, Mr. Rothrock was the VP of Pharma Strategy and Contracting at Express Scripts, where he was responsible for leading Commercial and Medicare formulary contracting and strategy.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 01/23/24
Furnishing 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 fully customizable products such as The World’s Most Adaptive CouchTM & The World’s Most Comfortable SeatTM. We explore strategies & lessons from a high-end direct-to consumer retailer with 200+ showrooms.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 01/25/24
In this episode, Larry Wieseneck, Head of Global Investment Banking at TD Securities and David Erickson, Senior Fellow at The Wharton School, discuss the current state, potential catalysts, and outlooks for the IPO, M&A, and Private Equity/Venture markets.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 01/25/24
In this episode, TD Cowen Washington Research Group’s Chris Krueger discusses six wild cards for the 2024 election: the economy, abortion, third-party challengers, Trump Trials/Biden Impeachment, the Summer Conventions, and Congressional races.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 01/10/24
In this episode, TD Cowen Washington Research Group’s Roman Schweizer discusses the top geopolitical and defense issues in Washington with a reporter roundtable and has an in-depth discussion on the military and civil space with Todd Harrison from AEI.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 01/05/24
In this episode, TD Cowen Washington Research Group’s Chris Krueger breaks the year in Washington into three tracks that are currently running parallel, but will begin to intersect next week: policy cliffs, elections, and legal/constitutional questions.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 12/13/23
CEO John Hopkins, and CFO Ramsey Hamady of NuScale Power, join Marc Bianchi to discuss termination of the Carbon Free Power Project, NuScale’s cost structure, value proposition, and the outlook going forward.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 12/08/23
In this episode, we take a look at the pharmacy benefit management, or PBM, industry which has been instrumental in managing down the cost of prescription drugs and plays a vital role in holding back the rising cost of healthcare. Yet the industry is not without controversy, often criticized for lack of transparency and misaligned incentives, particularly around rebates. But it’s also an industry that has continued to evolve as the healthcare landscape has changed. More recently, we’ve seen new entrants enter the market using technology to disrupt the status quo, and in this episode we explore how we’ve gotten to where we are, who’s to blame, and how we solve the biggest issue: making drugs more affordable for the consumer. To discuss this topic, we’re joined by Mark Thierer, Co-Founder and CEO of Waltz Health, and Jeff Park, President of Waltz Health. Mark and Jeff, both longtime PBM industry veterans, have helped transform the industry over the past 20+ years starting with SXC Health Solutions growing it into Catamaran, which became one of the major players in the PBM industry before being sold to UNH’s OptumRx in 2015 for $13B. They are now back with Waltz Health, a digital health company developing technology-enabled ways to bring down prescription drug costs.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 12/04/23
Understanding Walmart's Environmental, Social & Governance Blueprint. TD Cowen hosts Kathleen McLaughlin, Chief Sustainability Officer of Walmart, on this episode of Retail Visionaries. Walmart's ESG initiatives strive to create opportunity, enhance sustainability, strengthen communities, and uphold the highest standards of ethics and integrity. We explore an approach to profits with a purpose.
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Recorded on 12/04/23
Julie Kozeracki, Senior Advisor at DOE's Loan Programs Office, joins Marc Bianchi to discuss the DOE's liftoff series report on advanced nuclear, implications/learnings from the recent UAMPS termination, and how the industry order book is shaping up.
For Disclosures, click here bit.ly/3cPHkNW
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Recorded on 12/04/23
Helane Becker, TD Cowen’s Airlines and Aircraft Leasing analyst, and Kevin Kopelman, TD Cowen’s Hotel and OTA Analyst, discuss the 2024 outlook for the travel sector.
For Disclosures, click here bit.ly/3cPHkNW
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