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.

1602 ET – The market for Nuvalent’s new neladalkib treatment for lung cancer may reach as much as $2 billion, Cantor Fitzgerald analysts Josh Schimmer and Imogen Mansfield say in a note. Results from Nuvalent’s Phase 1/2 trial suggest the drug is poised to upend lorlatinib as the premier ALK inhibitor on the market, noting that the company had to halt enrollment in the trial because it was growing too expensive. Unlike Pfizer’s lorlatinib, “NUVL offers doctors & patients both efficacy and tolerability.” Nuvalent shares are up 12% to $108.48. (elias.schisgall@wsj.com)

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