Henry Schein(HSIC) CNBC·2024-11-18 17:36Market Reaction to Potential Policy Changes - Henry Schein shares jumped nearly 5% on Monday, marking its best day since July, as investors anticipated potential policy changes under a second Trump administration [2] - Dental product makers Dentsply Sirona and Envista also saw gains during the session [2] - The Health Care Select Sector SPDR Fund (XLV) has tumbled around 3.5% in November, while the S&P 500 climbed more than 3% in the same period [6] Potential Impact on Dental Industry - Investors are focusing on dental hygiene product stocks as potential beneficiaries of Robert F Kennedy Jr's policies, particularly the potential removal of fluoride from public water systems [4] - Removing fluoride from water could lead to increased demand for dental visits and tooth cleaning products, according to Gordon Haskett [4][6] - Dental stocks were among the few health-focused equities spared from widespread selling following Kennedy's nomination announcement [7] Broader Healthcare Market Impact - Pharmaceutical companies faced pressure due to Kennedy's reputation as a vaccine skeptic [7] - Processed food stocks declined as traders anticipated increased scrutiny of junk food [7] - The healthcare sector experienced widespread selling, affecting drugmakers, contract research organizations, and health insurers [8] Regulatory Considerations - Any regulatory changes related to fluoride removal would likely take years to implement [8] - Drinking water regulations typically fall under the Environmental Protection Agency rather than Health and Human Services [8]