Rob Moskow is an II-Ranked analyst covering Food & Beverages.
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In this episode, Chris Krueger, Macro Policy Analyst, discusses three main buckets for the 2024 U.S. election: Press play to listen to the podcast. Transcript Speaker 1: Welcome to TD Cowen Insights, a space that brings leading thinkers together to share insights and ideas shaping the world around us. Join us as we converse with…
James Baugh, Head of European Market Structure joins the Financial Markets insights podcast. He discusses current challenges around liquidity in European markets, the practical effects of recent industry changes, and the impact of a European consolidated tape. Press play to listen to the podcast.
Roman Schweizer, Aerospace Defense Policy Analyst, discusses the recently released FY25 DoD budget with a reporter roundtable and a panel of budget experts. Press play to listen to the podcast. Transcript Doug Berenson: The AI number. They mentioned a number for what they plan to spend in FY25, but they did not ever compare…
Tina Chen Craig, founder of U Beauty, joins Oliver Chen, Retail Luxury Analyst to discuss how a modern beauty market filled with new ingredients, techniques, and experiences makes efficacy and education a key priority for brands. They also discuss U Beauty’s customer and science-centric innovation, how they’re tackling cosmetic confusion through results-oriented, multi-tasking products…
Standard BioTools Inc. (Nasdaq: LAB), previously known as Fluidigm Corporation, is driven by a bold purpose – Unleashing tools to accelerate breakthroughs in human health. Standard BioTools has an established portfolio of essential, standardized next-generation technologies that help biomedical researchers develop medicines faster and better. As a leading solutions provider, the company provides reliable and…
Our 3rd Annual Fiber-to-the-Home Symposium will navigate yet another year of Fiber-to-the-Home frenzy. The capital markets are expected to improve and 8MM+ new fiber homes are expected to come to market. Topics include: Throughout the symposium, our cross-discipline team of research analysts and bankers will host panels with key investors, policy experts, management teams, and…
Madrigal Pharmaceuticals, Inc. (“Madrigal” or the “Company”) (NASDAQ: MDGL) is a biopharmaceutical company focused on delivering novel therapeutics for nonalcoholic steatohepatitis (“NASH”), a liver disease with high unmet medical need. In March 2024, the Company announced that Rezdiffra™ (resmetirom) has been granted accelerated approval by the U.S. Food and Drug Administration in conjunction with diet…
Geron Corporation (“Geron” or “the Company”) (NASDAQ: GERN) is a late-stage biopharmaceutical company pursuing therapies with the potential to extend and enrich the lives of patients living with hematologic malignancies. Its investigational first-in-class telomerase inhibitor, imetelstat, harnesses Nobel Prize winning science in a treatment that may alter the underlying drivers of disease.
The TD Cowen Insight We investigated whether pipeline success rates have an impact on biotech industry valuations. We quantified Phase III success rates for 2005-2020, including a proprietary analysis from 2014-2020. We found that Phase III success rates correlated with biotech EV/RD valuations but only weakly with NBI performance. Success rates appear to be a…
Ichor Holdings, Ltd. (“Ichor” or “The Company”) is a leader in the design, engineering and manufacturing of critical fluid delivery subsystems and components primarily for semiconductor capital equipment. Ichor’s primary product offerings include gas and chemical delivery systems and subsystems, collectively known as fluid delivery systems and subsystems, which are key elements of the process…
Apogee Therapeutics, Inc. (“Apogee” or the “Company”) (NASDAQ: APGE) is a clinical-stage biotechnology company seeking to develop differentiated biologics for the treatment of atopic dermatitis (“AD”), asthma, chronic obstructive pulmonary disease (“COPD”) and other inflammatory and immunology indications with high unmet need. Apogee’s antibody programs are designed to overcome limitations of existing therapies by targeting…
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