Longevity Comes Of Age - Ahead Of The Curve Series

Research evidence excerpt

Longevity Comes Of Age - Ahead Of The Curve Series

Global Research MULTI-SECTOR

June 18, 2026 Longevity Comes Of Age - Ahead Of The Curve Series

■Consumer

■Health Care

Dan Brennan, CFA THE TD COWEN INSIGHT

646 562 1317 Longevity is emerging as the next chapter in the consumerization of health care. The core is focused on screening,

dan.brennan@tdsecurities.com nutrition, mobility/fitness & lifestyle solutions. We size the current TAM at >$250B with participation from >50 private & a

Jonna Kim, CFA growing list of public companies enabled by advances in AI, biological breakthroughs, policies and more. We see material

646 562 1419 growth potential as the field advances.

jonna.kim@tdsecurities.com

Our ThesisErin McCallister

646 562 1373 For most of human history, the pursuit of longer life belonged to myth (the Holy Grail, the Fountain of Youth), and the

erin.mccallister@tdsecurities.com

desire to transcend aging and sickness has been a largely unattainable ambition. 'Longevity' solutions aim to extend

William Ruby an individual's health span – the portion of life spent without significant chronic disease or disability. While this will to

646 562 1325 live longer and healthier is universal, the means to do so have remained elusive. We believe today's enthusiasm towards

william.ruby@tdsecurities.com longevity solutions is more than the repackaged wellness trends from decade(s) earlier. It is the latest chapter in the

Joshua Jennings, M.D. consumerization of health care theme that TD Cowen first outlined in 2022 (link) as a nascent convergence of health care,

646 562 1333 wellness, digital platforms, and consumers, who, post-COVID, were beginning to experiment with a new sense of agency

joshua.jennings@tdsecurities.com over their health decisions.