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.

0655 ET - Lundbeck's study results for epilepsy drug candidate bexicaserin could soon prove the Danish drugmaker's multiyear efforts to turn around its research-and-development operations are bearing fruit, analysts at UBS say in a note. The study results could underscore the drug's potential to become a blockbuster product and be the first datapoint of Lundbeck's shift away from its legacy in psychiatry to areas with more predictable trial outcomes, the analysts say. "R&D  turnaround is one of the hardest challenges in the pharma industry. Only a few companies have successfully done it, and we think Lundbeck could be one of them," they add. UBS raises its recommendation on Lundbeck's stock to buy from neutral, and lifts its target price to 52 Danish kroner from 45 kroner. Shares rise 2.9% to 43.80 kroner. (adria.calatayud@wsj.com)

0044 ET - HaItian International provides an attractive entry level after its CEO raised his stake in the company by purchasing shares, Citi analyst Eric Lau says in a note. The timing of the purchase also endorses an earnings recovery in 2H, the analyst says. Citi expects the plastic-injection-molding-machine maker's domestic sales to drive its 2H earnings, offsetting a decline in overseas sales. The bank expects 2H revenue and net profit to grow 2.3% and 5.0%, respectively, year-on-year. Citi maintains its buy rating with a target price of 27 Hong Kong dollars, citing an undemanding valuation. Shares are up 3.6% at HK$17.69. (venkat.pr@wsj.com)

2354 ET - The potential for US$50 million in cost synergies jumps out at UBS analysts as a key attraction of Telix Pharmaceuticals' US$2.35 billion acquisition of isotope manufacturer ITM. The analysts, who have a last-published buy rating on Telix's Australia-listed stock, tell clients in a note that the vertical integration of Telix with a supplier of key therapeutic isotopes strengthens its platform. They point out that ITM sits within a commercially validated category, with global annual sales of US$800 million for approved somatostatin receptor-targeted radioligand therapies. UBS has a target price of 22.00 Australian dollars on the stock, which is down 5.4% at A$16.88. (stuart.condie@wsj.com)

2340 ET - China's roadmap for pharmaceuticals that focus on innovation and globalization, appears to lay a good foundation for sector development, says Nomura's Jialin Zhang in a note. The sector's 15th Five-Year Plan targets research-and-development-to-sales ratio of listed pharmaceutical companies averaging higher than 10%, versus the 8% currently estimated by Nomura. It is also targeting first-in-class drugs to account for more than 25% of the global share, says Zhang. The sector's recent rapid development and improved global competitiveness likely spurred the focus on innovation and globalization, says Zhang. The analyst expects pharmaceutical companies and contract research, development, and manufacturing organizations to benefit from the Five-Year Plan. These include Innovent Biologics, WuXi AppTec and WuXi XDC, Zhang adds. (megan.cheah@wsj.com)

2334 ET - Telix Pharmaceuticals' US$2.35 billion acquisition of ITM gives the Australian company unparalleled exposure to the supply chain for cancer treatments' dominant therapeutic isotope, Bell Potter analyst John Hester says. Hester highlights to clients in a note ITM's position as a leading manufacturer of isotopes including 177Lu, which he points out is used in treatments including Novartis's Pluvicto. With margins on ITM's isotope production well in advance of TLX's margins on its manufacturing, his initial view is that the acquisition makes a lot of strategic sense. Bell Potter is reviewing its forecasts for Telix and its target price on the stock. Shares are down 5.1% at 16.94 Australian dollars. (stuart.condie@wsj.com)

1951 ET - Australian stocks look set to resume their recent slide in early trade, adding to losses compiled across three consecutive weekly declines. ASX futures are down by almost 0.7% ahead of Monday's session, suggesting that the S&P/ASX 200 will extend the 3.8% decline recorded so far in September. Investors are waiting on next week's Reserve Bank meeting, which is expected to end with an interest-rate increase and hawkish commentary on the potential for further increases. Ahead of Monday's open, Perpetual rejected EQT AB's best and final takeover proposal, Ingenia rejected Warburg Pincus's improved offer, and Telix Pharmaceuticals agreed to buy isotope supplier ITM for up to US$2.35 billion. Resolute Mining downgraded its 2026 gold production and cost guidance on challenges in Mali.