The latest Market Talks covering the Health Care sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

1155 ET - Eli Lilly is poised to report another set of strong quarterly results and could again raise its sales and earnings targets for the full year, JPMorgan analysts say in a note. The analysts cite the continued ramp of Mounjaro internationally, as well as healthy growth in the U.S. obesity market. They also see some potential upside from the uptake of Zepbound in Medicare, which began July 1. "More broadly on the story, LLY remains our top pick with further upside to Street numbers over the next several years," especially outside the U.S., the analysts say, adding they also expect a series of upcoming catalysts that they believe will extend Lilly's leadership in the $200 billion-plus incretin market. (kelly.cloonan@wsj.com)

0912 ET - Vertex Pharmaceuticals' nearly $10 billion buy of Crinetics Pharmaceuticals makes strategic sense, Evercore analysts say in a research note, even if the timing and size of the deal is a bit surprising. The deal shows Vertex continuing to diversify, adding a fifth therapeutic area to its portfolio with a new foothold in endocrinology, the analysts say. "If these assets ultimately generate anything close to Vertex's proposed $5B+ peak sales, then this is an easy win," they write. "Having said that, we don't believe that the deal needs to hit $5B+ in peak sales to be a success." Vertex shares are roughly flat in premarket trading Tuesday, while Crinetics shares double. (connor.hart@wsj.com)

0414 ET - Raffles Medical's shares appear attractively priced as an entry point ahead of its 1H results, says RHB Research's Shekhar Jaiswal in a note. Its 1H earnings are likely to be a crucial check-in for its China segment, as the Singapore healthcare company said it aims for at least one China hospital to achieve Ebitda break-even by end-2026, he says. Meanwhile, the company's insurance segment is likely to benefit from new regulations for a certain plan type in Singapore, which should structurally improve industry claims ratios in the city-state, he says. He reckons Raffles Medical shares trade at a discount to its Southeast Asian healthcare peers despite its strong earnings visibility. RHB retains its buy rating and 1.30 Singapore dollar target price on Raffles Medical, which rises 1.1% to S$0.93. (megan.cheah@wsj.com)

2212 ET - Lynas's partnership deal with South Korean magnet producer JS Link highlights the strategic value of its separated rare-earth production, says Macquarie. The bank reiterates an outperform rating and target price of 22 Australian dollars on the ASX-listed Lynas. "We continue to see value in LYC, underpinned by its strategic position as the largest ex-China producer of separated rare earths and growing downstream integration opportunities," Macquarie says. Shares are down 2.6% at A$17.59 amid a broad fall in Australian mining stocks. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

2108 ET - Lynas's partnership agreement with South Korean magnet producer JS Link is "an incremental positive and a supportive sentiment driver," says Morgan Stanley. The arrangement helps lock in outside-China demand for future neodymium-praseodymium volumes, MS says. That is important for Lynas's ramp-up toward 10,500 metric tons of annual production, as ex-China demand likely remains a key constraint, says the bank. Yet it's unlikely to have a material impact on earnings estimates, given market consensus is already factoring in a rise in production to 11,400 tons in FY 2028 from roughly 7,600 tons in FY 2026, it says. MS has an equal-weight rating and A$20.45 target on Lynas. Shares are down 3.3% at A$17.47 amid a broad-based retreat in Australian mining stocks. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

1406 ET - Apotex Health is dominating the Canadian generic drugs market, and the trend is likely positive from here. Desjardins analyst Gary Ho says the recently IPOed Apotex holds about 23% of the Canadian generic market, where one in five generic prescriptions in Canada is an Apotex product. He says the company's dominant position is also supported by over 50 years of "brand equity, deep pharmacy relationships and a manufacturing footprint that competitors cannot easily replicate." What's more, demand is driven by an aging population and healthcare system cost pressures that provide resilience across macro environments, Ho says. "With a 24.4% return to our C$40 target, we are initiating coverage with a buy," Ho says. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

July 07, 2026 12:20 ET (16:20 GMT)

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