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.

0740 GMT - Innovent Biologics' enlarged cash holdings and investment fair-value gains could bolster its earnings over 2026-2028, say DBS Group Research analysts in a note. The Chinese biopharmaceutical company's fair value of its investments such as wealth products increased in 1H, while its total cash is expected to rise to 29 billion yuan in December 2028 from 20 billion yuan in December 2025, they say. DBS raises its annual interest income projections by 76% over 2026-2028. It also lifts its 2026-2028 earnings estimates by 6%-21%. DBS reiterates its buy rating and 144.00 Hong Kong dollar target price on the stock. Shares are up 3.4% at HK$96.75. (megan.cheah@wsj.com)

0548 GMT - AstraZeneca's new breast-cancer drug Etcamah failed a late-stage clinical trial, but this was largely anticipated and might trigger a muted market reaction, J.P. Morgan analysts say in a research note. While disappointing, the study results from the U.K. drugmaker don't come as a big surprise after Roche's rival drug giredestrant also missed the mark in a similar trial recently, the analysts say. Consensus forecasts of $1.8 billion in 2030 sales for Etcamah seem unlikely to change as a result of the trial data, they add. JPM expects AstraZeneca shares to fall by between 2% and 3% when the market opens Monday. AstraZeneca shares closed at 117.08 pounds on Friday. (adria.calatayud@wsj.com)

0417 GMT - Sumitomo Pharma's earnings are likely to be driven by strong sales of prostate cancer drug Orgovyx and overactive bladder drug Gemtesa, Jefferies analysts say in a note. The U.S. bank raises its estimates for Sumitomo Pharma's revenue and core operating profit in the coming years, citing sales growth of these medicines. The Japanese company's interim analysis of a clinical study for Enzomenib, a potential drug for acute leukemias, is another major catalyst, the bank says. Jefferies raises its target price for the stock to 2,700 yen from Y2,400 and maintains a buy rating. Shares are 2.8% higher at Y1,570.0. (kosaku.narioka@wsj.com; @kosakunarioka)

0155 GMT - Malaysia's healthcare sector is expected to sustain its momentum in 2H, with patient volumes and revenue per patient continuing to improve, Affin Hwang IB analyst Andrew Lim says in a note. Hospital operators are expected to benefit from resilient healthcare demand, while regulatory risks appear more manageable, he says. The government's medical assistance program is focused on improving access to affordable private healthcare. The diagnosis-related group system could be delayed to 2028 and appears likely to adopt a gradual or hybrid fee-for-service model rather than outright fixed pricing, which could reduce the risk of a sharp impact on hospital profitability, he reckons. Affin Hwang maintains an overweight rating on Malaysia's healthcare sector, pegging IHH Healthcare as its top pick.