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.

1014 ET - The danuglipron setback has pushed Pfizer to the sidelines in the booming obesity market, but Viking Therapeutics' VK2735 could get the drugmaker back in the game, say analysts at William Blair. In a note, Andy Hsieh and Alexandra Ramsey say VK2735, in development as a pill and as an injection, could offer Pfizer a rare opportunity to reestablish not only a mere presence in obesity, but also a leading position beyond the current Novo Nordisk/Eli Lilly duopoly. With shares down significantly over the past six months, Viking sports a market cap of around $2.5 billion, but William Blair sees a fair value of $9.2 billion, or about $82 a share. Viking surges 9.7% to $24.43. (colin.kellaher@wsj.com)

0716 ET - Establishment Labs Holdings' product launch in the US should serve as a major growth driver but its international business could suffer under a trade war, say Needham analysts in a research note. The medical-technology company's launch of Motiva in the US should be a potential source of upside as management believes its performance in the US is on track to match performance in other markets where it has a sizable market share, they add. But the analysts note that the company's international business has been weak. "Management expects mid-single digit international growth in 2025, but we worry that the trade war could weigh on growth," say the analysts, who initiate their coverage with a hold rating. (denny.jacob@wsj.com; @pennedbyden)

0457 ET - Swiss pharma giant Roche's lymphoma drug Columvi getting EU approval as a second-line treatment is positive but expected, Vontobel analyst Stefan Schneider says in a note. Columvi is the first treatment for patients with relapsed or refractory diffuse B-cell lymphoma in Europe who didn't respond to initial treatment. Shares rise 2.5% to 250 Swiss francs.(helena.smolak@wsj.com)

0013 ET - Public market sentiment toward Monash IVF could take a long while to improve following the fertility services provider's embryo mix-up at its Brisbane clinic, Jefferies analysts tell clients. Last week, Monash's shares tumbled 36% in a day on news that an embryo was transferred to the wrong patient, resulting in the birth of a child. Warning that sentiment toward Monash to remain weak for some time, the Jefferies analysts mull recent private-equity activity in the IVF space. They tell clients in a note that the historic transaction multiple for IVF assets is 13.8 times Ebitda for the last 12 months. Jefferies keeps a buy rating and A$1.45 target price on the stock, which is up 3.3% at A$0.7125. (stuart.condie@wsj.com)

1921 ET -- ResMed's bull at Citi is bracing for the possibility of a short-lived share sell-off when trial results from Eli Lilly's Orforglipron weight-loss drug are announced. Analyst Mathieu Chevrier keeps a buy rating on the breathing-tech provider, but opens a 90-day downside catalyst watch on the release of Orforglipron's phase 3 readout, which is expected some time in the June quarter. Chevrier reminds clients in a note that ResMed's share price has reacted negatively to GLP-1 news in the past, but he doesn't expect any selloff to be long-lasting. Citi has a A$44.00 target price on the stock, which is at A$34.21 ahead of the open. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

April 14, 2025 12:20 ET (16:20 GMT)

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