Eli Lilly is positioned for strong quarterly results, with JPMorgan analysts predicting further upward revisions to sales and earnings targets. The firm cites robust international Mounjaro sales and growth in the U.S. obesity market, alongside potential upside from Zepbound's Medicare uptake. JPMorgan views Eli Lilly (LLY) as a top pick, anticipating continued leadership in the $200 billion incretin market.

Vertex Pharmaceuticals' acquisition of Crinetics Pharmaceuticals for nearly $10 billion is viewed by Evercore analysts as strategically sound, diversifying Vertex's portfolio into endocrinology. While the deal size was unexpected, analysts suggest it will be successful even if Crinetics' assets fall short of the projected $5 billion+ peak sales.

RHB Research sees Raffles Medical shares as attractively priced ahead of its first-half results. Analysts expect its China segment to be a focus, with a target for at least one hospital to reach EBITDA break-even by end-2026. New regulations in Singapore may also benefit Raffles Medical's insurance segment. RHB maintains a buy rating with a 1.30 Singapore dollar target.