We came across a bullish thesis on Kenvue Inc. on X.com by ZeeContrarian1. In this article, we will summarize the bulls’ thesis on KVUE. Kenvue Inc.'s share was trading at $16.23 as of September 30th. KVUE’s trailing and forward P/E were 21.89 and 14.81 respectively according to Yahoo Finance. Eli Lilly and Company (LLY) Diabetes Medication Successful in Children and Adolescents Donald Trump, despite having no medical background, has once again made headlines with controversial health advice, this time t ...

Concerns about acetaminophen have come from influential doctors and personalities in recent years. https://t.co/4Vg6q8Koii ...

Core Viewpoint - The lack of randomized trials on the effects of acetaminophen necessitates the use of 'natural experiments' to provide better guidance for patients [1] Group 1 - Researchers are exploring alternative methods to understand the impact of acetaminophen due to the absence of randomized trials [1]

[Music] Moments ago, President Trump posted a litany of medical misinformation days after telling pregnant women not to take acetaminophen. He just posted this quote, "Pregnant women, don't use Tylenol unless absolutely necessary. Don't give Tylenol to your young children for virtually any reason. Break up the MMR shot into three totally separate shots, not mixed. Take chicken pea shot separately. Take hepatitis B shot at 12 years old or older. and importantly take vaccine in five separate medical visits be ...

Spread the loveRobert F. Kennedy Jr issued a warning to the American public that there may be a link between Tylenol (acetaminophen) consumption during pregnancy and autism. Tylenol’s manufacturers, Kenvue and Johnson & Johnson, insist that there is no such link. The “anyone but Trump” crowd has taken it as an attack on women, with many liberals posting videos of themselves downing large doses of Tylenol on social media in what they believe is an act of defiance. Yet, Tylenol posted a message on X in 2017: ...

Core Viewpoint - The heads of key health agencies are advocating for a focus on leucovorin, while Kennedy emphasizes the importance of raising awareness about the risks associated with acetaminophen [1] Group 1 - Key health agency leaders support prioritizing leucovorin in health discussions [1] - Kennedy feels a moral obligation to inform the public about acetaminophen risks [1]

Dr. . Azar, thanks for joining us. I just want to kind of remind folks what acetaminophen is, um, what type of medications you can find it in, um, and what it does.>> So, acetaminophen is what we categorize as a fever reducer and pain reliever. It is an over-the-counter medication. It's probably one of the most common and widely used over-the-counter medications for those two purposes.So when we talk about availability of fever reducers for pregnant women, we really are only talking about acetaminophen whic ...

Core Viewpoint - Kenvue faces significant regulatory and reputational challenges due to unsubstantiated claims linking acetaminophen to autism during pregnancy, which threatens its Self-Care segment revenue [1][2] Company Overview - Kenvue, a consumer health company spun off from Johnson & Johnson in 2023, is defending the safety of acetaminophen, asserting that over a decade of research shows no credible evidence linking it to autism [2] - The company has experienced a market capitalization of $34 billion, but its stock has declined approximately 20% in 2025 due to concerns over market share erosion and litigation risks [4] Financial Performance - In Q2 of 2025, Kenvue reported a 4.2% decline in organic sales, with adjusted earnings narrowing from $0.32 per share to $0.29 per share over the last 12 months [5] Leadership Changes - Recent leadership changes, including the appointment of interim CEO Kirk Perry, who has over 30 years of experience in consumer packaged goods and technology, provide cautious optimism for the company's future [6] - The new leadership indicates a strategic pivot towards operational excellence and consumer-centric execution [6]

Core Viewpoint - President Trump's comments regarding Tylenol's potential link to autism during pregnancy have created a significant crisis for Kenvue, potentially reviving litigation that the company had previously managed to dismiss [1][4]. Group 1: Legal Implications - The FDA is in the process of changing the labeling for acetaminophen products to indicate a higher risk of autism when used by pregnant women, which could lead to increased lawsuits against Kenvue [2][3]. - If the FDA's label change is implemented, it may provide plaintiffs with new evidence to support their claims against Kenvue regarding autism risks [3][6]. - Legal experts suggest that the new FDA warning could be influential in court, despite the lack of established causality between acetaminophen and autism [6]. Group 2: Company Challenges - Kenvue is currently facing a public relations crisis, reminiscent of past incidents, while also trying to revamp its business and address declining sales under interim CEO Kirk Perry [4]. - The renewed focus on potential autism risks could complicate Kenvue's efforts to maintain investor confidence and stabilize its operations [4][5]. - Historical context includes a significant legal defeat for Kenvue's former parent company, Johnson & Johnson, which may embolden current litigation efforts against Kenvue [5].

Group 1: Government Actions and Claims - The US administration, led by President Trump, aims to address rising autism diagnoses by targeting the OTC painkiller Tylenol, linking its use by pregnant women to increased autism risk [1][4][5] - The administration plans to change safety labels for acetaminophen and launch a public service campaign to inform families about the potential risks [5][6] Group 2: Scientific Evidence and Expert Opinions - The administration cited large-scale studies suggesting a link between in-utero acetaminophen exposure and autism, but experts have called for more research and caution in interpreting these findings [6][7] - Major health organizations, including the WHO and various national health bodies, have refuted the claims, stating there is no conclusive evidence linking Tylenol to autism [8][9] Group 3: Legal Context and Market Implications - Previous lawsuits against Tylenol's marketer, Kenvue, claiming links to autism were dismissed in 2023 due to inadequate scientific evidence, but appeals are planned [11][12] - In India, paracetamol remains a widely used OTC drug, with significant sales figures, but concerns over its dosage persist, leading to regulatory actions against certain combinations [12]