The TD Cowen Insight The biothreat landscape has changed and is a growing priority in D.C. given geopolitical tensions. HHS, DOD, and myriad agencies are shifting priorities to address these new threats. Congress is assessing lab security and medical supply chain risks, and synthetic biology companies are advancing detection tools. More funds, better coordination, and…
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The TD Cowen Insight Will the supply/demand equation for nurses improve over the next decade? COVID caused a significant disruption to the nursing labor force. Higher compensation and endless shortages constitute the prevailing outlook. Our report focuses on registered nurses (RNs): what they do and their impact on labor dynamics. The consensus outlook is for an…
TD Cowen Insights · Why Aren’t We Using Telehealth Anymore? Listen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode ofTD Cowen’s FutureHealth Podcast Series, Dr. William Morris, former Executive Medical Director of Cleveland Clinic Innovations and Ventures and current member of the Cleveland Clinic Board of Governors and Google Cloud’s Healthcare and Life Sciences Solutions…
The TD Cowen Insight Two large fiscal events will dominate Capitol Hill this year, the debt ceiling and the FY24 budget. TD Cowen Washington Research Group analysts discuss the implication for U.S. policy. June 5 is the X-Date, and October 1 is the start of a potential government shutdown Biden’s FY24 Budget is expected on March 9th…
TD Cowen Insights · The Debt Limit ShowdownListen on Apple PodcastsListen on SpotifyListen on SoundCloud The U.S. Federal government hit its statutory debt limit on January 19, prompting the implementation of extraordinary measures to prevent a default on U.S. government debt. Few policy issues in Washington have such destructive capacity and such far-reaching implications. On this episode…
The TD Cowen Insight Our Big List 2023 report focuses on the policy risks for banks, consumer finance, crypto, housing, markets, and cannabis. Divided government means the spotlight will be on regulators, which is typical for year three of a presidency. We expect action across the board with higher bank capital requirements, crypto enforcement, and…
The TD Cowen Insight Airline shares are not far off pandemic lows, but revenues are above pre-pandemic levels and are keeping pace with costs. We expect higher costs in 2023 driven by labor, fuel, maintenance, and interest expense. Additionally, we also believe revenues will grow driven by ancillaries and a shift in mix to more…
THE COWEN INSIGHT The clinical research industry is undergoing an evolution that aims to improve access to clinical research, speed enrollment timelines, and make studies more efficient and robust. Embedded in this shift is the decentralized clinical trial model that relies on hybrid or remote study sites, underpinned by new and established clinical research organizations and…
The COVID-19 pandemic changed the way public health crises will be managed in the future – hopefully for the better.
THE COWEN INSIGHT This report contains a multi-sector angle that provides insight into the long-term impact of COVID-19 on supply chains and the beneficiaries of these shifts. A COVID-induced supply chain spiral led to a logistical conundrum that forced shippers and executive teams to adapt to an ever-changing global environment. As the dust begins to settle,
THE COWEN INSIGHT The adoption of automation in the restaurant industry is nearing a tipping point, given a tight labor backdrop that is seeing new risks emerge from unionization the FAST Act. Automation not only helps leverage labor but also helps drive sales and enhance data collection. In this report we discuss the potential impact…
THE COWEN INSIGHT Nine Cowen analysts and a 2,700 person survey highlight variance in preferences and habits between demograhpics. Our survey and analysis suggest shifts to digital and direct-to-consumer (DTC) channels as sustainability, wellness, and social commerce will have profound effects on growth and…
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