Core Viewpoint - Kenvue, the spinoff of Johnson & Johnson's consumer health unit, has faced significant challenges since its inception, including a recent 30%+ decline in stock price due to controversies surrounding its Tylenol product [1][6]. Group 1: Company Performance - Kenvue was spun off from Johnson & Johnson in 2023 and includes well-known products like Band-Aid, Listerine, Tylenol, and Zyrtec [1]. - The company has underperformed since the spinoff, leading to a major sell-off and a decline in stock price [1][5]. - Kenvue's stock was already down significantly before the recent controversy, prompting leadership changes and a strategic review [5]. Group 2: Tylenol Controversy - President Trump suggested a link between Tylenol use during pregnancy and increased autism risk, leading to immediate stock price declines and potential lawsuits [2]. - The FDA began revising labels for Tylenol to include warnings about its use during pregnancy, although it acknowledged that a causal relationship has not been established [5]. - Kenvue and several medical organizations have rejected the claims linking Tylenol to autism, emphasizing the lack of credible evidence [3][4]. Group 3: Investment Considerations - Despite the controversies, Kenvue offers an attractive forward dividend yield of 5.1% and is part of the Dividend Kings group, having increased dividends for over 50 consecutive years [6]. - The stock trades at a forward earnings multiple of 14.8, making it potentially appealing for income investors despite the challenges it faces [7]. - Some analysts suggest that the long-term impact of the Tylenol controversy may be mitigated by the strong backlash from reputable medical groups [6].

此外，英国卫生大臣韦斯.斯特里廷告诉英国患者，不要理会唐纳德.特朗普关于孕妇避免服用泰诺(在英 国称为扑热息痛)的呼吁，这是英国部长公开批评美国总统的罕见例子。 特朗普政府的警告可能导致针对Kenvue的诉讼增加，指控产前接触泰诺导致自闭症。 2023年从强生(JNJ.US)分拆出来的Kenvue自2022年以来已面临约500起此类诉讼。这些诉讼已在2023年 被驳回，当时一名联邦法官裁定无充分证据表明泰诺会导致自闭症。 花旗分析师表示，他们预计特朗普政府的警告对Kenvue构成的司法风险有限，"但负面新闻可能对泰诺 的销售产生一定影响"。虽然早期一些研究指出孕期服用泰诺与自闭症存在相关性，但2024年一项广泛 研究分析了瑞典近250万名儿童跨越25年的数据，最终结论两者间不存在关联。 智通财经APP注意到，泰诺生产商Kenvue(KVUE.US)股价周二盘前交易中上涨6%，该股昨日下跌 7.47%，此前特朗普政府警告孕期使用该公司生产的止痛药泰诺可能与自闭症有关。 值得注意的是，过去六个月因泰诺涉嫌与自闭症存在关联的指控频现，该股已累计下跌超四分之一。截 至发稿，Kenvue盘前涨6.01%，报17.99美 ...