Kenvue (US:KVUE) Zhi Tong Cai Jing·2025-09-23 11:16Core Viewpoint - Kenvue's stock price experienced a pre-market increase of 6% following a significant drop of 7.47% due to warnings from the Trump administration linking its pain reliever Tylenol to autism, despite the company maintaining the safety of the product [1] Group 1: Company Performance - Kenvue's stock has declined over 25% in the past six months due to ongoing allegations regarding Tylenol's association with autism [1] - As of the latest report, Kenvue's stock is priced at $17.99, reflecting a pre-market increase of 6.01% [1] Group 2: Legal and Regulatory Context - The Trump administration's warning may lead to an increase in lawsuits against Kenvue, alleging that prenatal exposure to Tylenol causes autism [1] - Kenvue has faced approximately 500 lawsuits since its spin-off from Johnson & Johnson in 2023, although these lawsuits were dismissed earlier in the year by a federal judge due to insufficient evidence linking Tylenol to autism [1] Group 3: Market and Research Insights - Citigroup analysts believe that the judicial risk posed by the Trump administration's warning to Kenvue is limited, although negative news could impact Tylenol's sales [2] - A comprehensive study analyzing data from nearly 2.5 million children in Sweden over 25 years concluded that there is no association between Tylenol use during pregnancy and autism [2] - The UK Health Minister publicly criticized Trump's advice, stating that following such guidance could harm unborn babies, reinforcing that there is no evidence linking acetaminophen use during pregnancy to autism [2]