TD Cowen Insights

Recorded on 09/03/26TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation on housing with TD Securities equity analyst Max Rakhlenko and TD Securities macro analyst Eli Nir. We discuss the impact of rates and inflation on housing and look at what to expect in the coming year. And as always, we have TD Cowen's Scott Smith for an update on the market. 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.

Recorded on 07/10/26TD Cowen's Machine Medicine: AI & Health Care podcast series takes on the cross-sector revolution in artificial intelligence and breaks it down one piece at a time. We highlight some of the biggest misconceptions about how AI is and can be used in different health care settings and aim to contextualize the latest and most impactful developments in a field defined by rapid innovation.In this episode, TD Cowen health care analyst Brendan Smith hosts Sid Jain, SVP of Clinical Development & Data Science at Recursion, to dive into what it means to build out a truly proprietary ClinTech platform and how Recursion is "future proofing" its clinical development portfolio with AI. We explore the greatest challenges drug developers face within clinical development and how novel clinical technology platforms tackle these bottlenecks to break down barriers with the use of next-gen AI/ML tools. We also discuss how unlocking efficiencies within the clinical space can read through to R&D decision-making strategies and what investors are missing about AI within this ecosystem today. 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.

Recorded on 07/15/26 Authentic Canadian Craftsmanship & Rebellious Relevance. We hosted CEO Ellen Kinney to discuss the brand's global growth opportunity as it balances outerwear leadership and luxury craftsmanship with broader lifestyle ambitions. Key themes included selective distribution, co-creation over celebrity, disciplined inventory management, and maintaining brand authenticity while scaling internationally. 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.

Recorded on 08/04/26 David Beckham's Clinically Validated, NSF-Certified Wellness: Prenetics. We host Danny Yeung, Co-Founder & CEO of IM8 & Prenetics, to discuss building one of consumer health's fastest-growing wellness brands with Co-Founder David Beckham. We explore longevity innovation, clinical validation, DTC scaling, subscription economics, global expansion, & the future of science-backed preventive health.   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.

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.