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.
1746 GMT - SandboxAQ, an AI and quantum technology company, is partnering with Nvidia on an AI-powered drug discovery tool. The tool uses a platform from Nvidia and a large quantitative AI model from SandboxAQ to predict how molecules will interact with G protein-coupled receptors, a group of proteins which the company says are targeted by about one-third of all approved drugs, including GLP-1 medicines. "The reason why it's been so difficult in drug discovery is that it takes so long to synthesize each potential new candidate drug, test it in a laboratory," SandboxAQ CEO Jack Hidary says in a CNBC interview. "Now we can move to virtual screening and testing, but with models that are really high fidelity with our bodies." (elias.schisgall@wsj.com)
1006 GMT - Bayer shares trade at a significant discount to peers due to litigation, but the majority of the outstanding threat would be removed by a favorable U.S. Supreme Court decision on its Roundup weedkiller, Barclays analysts say. The German agricultural and pharmaceutical group is awaiting a Supreme Court decision in late June or early July, which could send shares up 14% or down 13% depending on the ruling, according to Barclays. While a successful outcome on a related class-action settlement of $7.25 billion is needed to fully resolve the litigation threat, a favorable Supreme Court ruling alone could address most of the risk, the analysts say. The Supreme Court could create a strong precedent in Bayer's favor and reduce the attractiveness of taking the company to court for potential plaintiffs, they add. Shares rise 0.1%. (adria.calatayud@wsj.com)
0910 GMT - Europe is at risk of losing out in the race to attract life-sciences investment due to the current geopolitical and policy environment, industry body Efpia says in a new report. "Strengthening the conditions for innovation, ensuring timely and equitable access to new medicines, and preserving Europe's competitiveness in the global life sciences sector must be treated as interconnected priorities, not separate agendas," the European Federation of Pharmaceutical Industries and Associations says. Europe's investment of 11.67 billion euros in new medicines between 2014 and 2024 returned 66 billion euros in total from workforce productivity, paid and unpaid work, and hospital cost savings, according to a study commissioned by Efpia. The Stoxx Europe 600 Health Care index rises 1.2%. (adria.calatayud@wsj.com)
0848 GMT - China's new foreign direct investment measures targeting the pharmaceutical sector signal the government's continued commitment to opening up the healthcare industry to foreign capital, Citi analysts say. The new policies, which include encouraging more commercial insurers to cover innovative drugs and improving international drugmakers' access to retail pharmacy channels, form a coherent package addressing the entire drug commercialization chain from manufacturing to distribution, they say. Citi expects the push for greater commercial insurance coverage to directly ease investor concerns over regulatory price caps, while expanded retail pharmacy access should help remove distribution bottlenecks for foreign products. Overall, the measures set a positive tone for deeper cross-border business development partnerships between China and multinational biopharma firms, Citi adds. (jason.chau@wsj.com)
(END) Dow Jones Newswires
June 24, 2026 04:20 ET (08:20 GMT)
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