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.

0607 ET - AstraZeneca has a robust and diverse portfolio, with strong opportunities in its pipeline, analysts at Berenberg say in a note. The pharmaceutical company is on track to deliver 13% return on research and development investment for its current pipeline cohort, they say. There have been some failures of highly anticipated readouts in 2026, but these were offset by other positive results, highlighting the importance of having a diverse portfolio, they add. Shares are up 2.25% at $163.78. (aimee.look@wsj.com)

0331 ET - Medacta should continue to book above-market growth rates but market expectations currently underestimate growth normalization and the investment required to sustain expansion, Deutsche Bank says in a research note. "While Medacta's competitive advantages remain intact, sustaining its historical growth rates will become increasingly challenging as the business scales," Deutsche Bank says. The bank's 2028 organic sales, adjusted Ebitda and EPS estimates lie 3%, 6% and 9% below consensus, respectively. Deutsche Bank initiates the Swiss orthopedics company's stock at hold, with a target of 121 francs. Shares trade 1.9% lower at 113.20 francs. (sarah.sloat@wsj.com)

2208 ET - UltraGreen.ai could face pricing pressure after a competitor, Zydus Lifesciences, launches its product in the U.S., say DBS Group Research analysts in a note. Zydus has begun marketing its diagnostic imaging dye in the U.S., according to the Food and Drug Administration, the analysts say. This increases competition for UltraGreen, as the Americas accounts for 70% of its revenue, they say. Zydus likely can afford to compete aggressively on price to establish market share in this business, while UltraGreen remains disproportionately exposed to any erosion in average selling prices and volumes, they add. DBS cuts its 2027 revenue and earnings estimates for UltraGreen by 31% and 45%, respectively. The bank trims its target price to 65 U.S. cents from US$0.80 and maintains a hold rating. Shares decline 5.1% to US$0.555. (megan.cheah@wsj.com)

2109 ET - Immutep gets a new bull at Jefferies, where analyst David Stanton sees a clearer potential development path for the biotechnology company's lead product candidate. Raising his recommendation to buy from hold, Stanton is encouraged by the Australian company's update that the early discontinuation of a lung cancer study doesn't appear to be linked to clinical factors or trial execution. Emerging evidence supports a cautiously constructive view that the outcome stemmed from an isolated manufacturing or product-characterisation issue, Stanton explains in a note to clients. Risk/reward looks more constructive to Stanton, who now includes Immutep's phase IIhead and neck squamous cell carcinoma opportunity in his valuation. Jefferies doubles its target price to 8 Australian cents. Shares are flat at 4.7 Australian cents.