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.

0635 ET - EssilorLuxottica's dominance in eyewear could soon erode as tech rivals seek to benefit from the boost of smart glasses, analysts at Bernstein say in a research note. The Franco-Italian group has been a first mover in this category, the analysts say, adding that this has bolstered sales growth. Ray-Ban Meta glasses, which EssilorLuxottica makes in partnership with the owner of Facebook, have opened the door for tech giants to enter en masse, Bernstein says. The success of the category could pose a risk for EssilorLuxottica, as sales of traditional eyewear could be reduced, they add. "As consumers will likely favor software functionality and ecosystem integration, EssilorLuxottica faces structural disadvantages versus tech giants," Bernstein says. Shares are down 1.5% at 207.50 euros. (andrea.figueras@wsj.com)

0538 ET - The pharmaceutical industry could emerge as a clear beneficiary from artificial intelligence, a technology that seems likely to boost productivity across the sector in coming years, analysts at UBS say in a research note. "We think that all pharma has sufficient capital to invest in AI and see a 'rising tide raising all boats' as opposed to any specific long-term winners," the analysts say. Nevertheless, AI seems more likely to drive incremental productivity gains over time rather than lead to a big change, they add. The Europe Stoxx 600 Health Care index is up 0.05%. (adria.calatayud@wsj.com)

0247 ET - Regulatory approvals for UltraGreen.ai's fluorescence imaging system in new markets lays the groundwork for future Asia-Pacific expansion, says DBS Group Research's Amanda Tan in a note. The approvals strengthen Ultragreen's ability to work with healthcare institutions and distribution partners, the analyst notes. However, not all required components, such as the dye needed for surgeries, have been approved, and she doesn't expect the healthcare-technology company to immediately enter these markets. Its Asia-Pacific revenue therefore isn't likely to be materially accretive in the near term, with earnings uplift likely to be progressive, she says. DBS maintains its buy rating and US$2.00 target price. Shares rise 0.65% to US$1.55. (megan.cheah@wsj.com)

0112 ET - Expanded U.S. restrictions on China-based biotech firms will disproportionately affect innovative pharmaceutical companies, while generic drugmakers are likely to face limited disruption, analysts at BMI, an unit of Fitch Solutions, say in a note. They says the new Biosecure Act will create significant challenges for drugmakers relying on China-based contract development and manufacturing organizations for biotech services, disrupting drug development across the pharmaceutical value chain. U.S. pharmaceutical companies with long-standing ties to Chinese providers may need three to five years to transfer technology and validate new suppliers. Meanwhile, Chinese biotech firms are expected to see a sharp contraction in U.S. federal contracting, accelerating an ongoing reshoring trend driven by tariffs and creating opportunities for U.S.-based CDMOs and contract research organizations instead. (jason.chau@wsj.com)

(END) Dow Jones Newswires

March 13, 2026 12:20 ET (16:20 GMT)

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