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cowenresearch


@Cowen_Inc's award-winning investment research division. Our mission is to be Ahead Of The Curve, and provide sophisticated & cutting-edge advice.

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#COVID19 has accelerated the adoption of #EnterpriseSoftware . On Day 2 of #CES2022 , learn from @CowenResearch’s#CowenThemes2022  how increased adoption has improved enterprise collaboration & productivity: #CowenTMT 

On Day 2 of #CES2022 , learn more about the #SMB  market opportunity for #SaaS  #PayrollSoftware  from Cowen’s SMB Payroll Survey: #CowenTMT 

#Cybersecurity has reached a mission critical stage. On Day 3 of #CES2022  learn how proactively addressing potential vulnerabilities may drive spending in the sector for years to come: #CowenThemes2022  #CowenTMT 

Cowen analyst Cai von Rumohr believes the robust demand for business jets shows no signs of slowing. In a recent report, he discusses who is best positioned to capitalize on the #Bizjet  surge

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To kick off the new year, we’re highlighting Cowen Research’s #CowenThemes2022  - 14 key investment themes for this year. See all 14 themes here:

The #COVID19  pandemic highlighted the mainstreaming of #cannabis  with U.S. #consumers . On Day 2 of @ICRPR’s#ICRConference , learn more about trends in the sector: #CowenThemes2022  #CowenConsumer 

U.S. #HealthCare  delivery continues to evolve. #COVID19  highlighted three megatrends in the space. Click here to learn more: #CowenThemes2022  #CowenHealthCare 

Cowen analyst John Blackledge published highlights from our proprietary U.S. Ad Buyer survey. Overall, 59% of respondents deemed mobile video ads as more effective than TV ads, but the gap is narrowing Y/Y

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Cowen #Software  analyst Derrick Wood published an #AheadOfTheCurve ® Series report on the financial & industry implications of the #CustomerDataPlatform  ecosystem. Read the insight: #CowenTMT  #CDP  #MarTech  #MarketingAutomation 

Steven Mah has joined Cowen’s equity research team as a senior analyst covering life science & diagnostic tools, further expanding the firm's focus on this emerging market segment. Learn more: #CowenHealthCare  #LifeScience  #DiagnosticTools  #AI 

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Vivien Azer initiates coverage of the Canadian legal #cannabis  market. Sees year one sales of C$4 billion, doubling to C$8 billion by 2021

Today, 7 Cowen analysts published an #AheadOfTheCurve ® Series report on the #computing  architecture required for #AutonomousVehicles  & #ElectricVehicles . The report offers proprietary TAM forecasts of autonomy, electrification, processing, & sensing into the next decade

Cowen’s 225-page Investors’ Guide To Immuno-Oncology is out today and sees worldwide sales for PD-1/PD-L1 therapy to reach $21B in 2019 and to exceed $44B by 2024 $MRK $BMY $AZN $SNY $PFE $RHHBY $INCY $DVAX $ATRA $MRTX $IOVA $BLUE $ADAP

Cowen's #biotech  team launches 82-page #AheadOfTheCurve  report on gene editing $BLUE $EDIT $SGMO $CLLS $CRSP $NTLA

Cowen policy analyst Chris Krueger on Phase 4 #COVID19  stimulus bill: "We think ballpark size for eventual bipartisan agreement is another $2T & will include 1) Direct Cash Payments 2) PPP 3) State Aid ($500B+) 4) Liability Shield 5) Social Safety Net 6) Hospitals/Testing $"

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