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.

2214 GMT - Citi analyst Laura Sutcliffe remains cautious on Ramsay Health Care despite the private-hospital operator's stronger-than-expected 1Q revenue and earnings. She points out in a note to clients that the Australian company's September-quarter performance is influenced by hospitalizations from the country's flu season. Sutcliffe raises her full-year Australia Ebit margin to 9.3% to 8.8%, but declines to fully translate the 1Q beat across the whole of fiscal 2026. Investors would like to see Ramsay give explicit margin targets, she adds. Citi lifts its target price 9.1% to A$36.00 and keeps a neutral rating on the stock. Shares are at A$35.95 ahead of the open. (stuart.condie@wsj.com)

2131 GMT - Medical device maker Fisher & Paykel Healthcare's share price rises 4.8% to erase all of this month's losses as investors cheer an upgrade to its annual profit guidance. F&P Healthcare now expects FY 2026 net profit to total NZ$410 million-NZ$460 million, up from an earlier projection for NZ$390 million-A$440 million. It also signaled higher annual revenue of NZ$2.17 billion-NZ$2.27 billion. Jefferies analyst Vanessa Thomson says ongoing clinical changes, new products and business efficiencies drove the upgrade. Jefferies rates F&P Healthcare a buy, with a NZ$44.40/share price target. F&P Healthcare rose to NZ$38.45 in the first half hour of Wednesday's trading. (david.winning@wsj.com; @dwinningWSJ)

1524 GMT - Novo Nordisk's next-generation weight-loss drug amycretin has potential to become a blockbuster, Bernstein analysts say in a research note. The Danish drugmaker reported positive results from a mid-stage trial of the drug in diabetes patients, which showed weight loss of up to 14.5% at 36 weeks, the analysts say. If the drug can achieve weight loss greater than 20% in a late-stage trial with an attractive tolerance profile, then it has blockbuster potential, according to Bernstein. A late-stage trial will start in early 2026 and, if approved, the drug would be launched near the end of the decade, the analysts say. Shares rise 4.3%. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

November 26, 2025 04:20 ET (09:20 GMT)

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