Kenvue, the company that makes Tylenol, is fighting on both the political and scientific fronts. The latest blow came from the U.S. Health Secretary, placing even more pressure on Kenvue stock, which has already lost 40% of its value in the last six months. Robert F. Kennedy Jr. recently made comments that although there is no proof that taking Tylenol while pregnant causes autism, the possibility can't be ignored. This has led to a growing disagreement and a possible big business opportunity for Haleon, ...

It was a company that J&J didn't have success with, so they spun it off. It didn't work as a spin off, even with all of the activist investors circling around it. Why should its fate be any different with Kimberly-Clark.Yeah, that's a good question. I mean, this is this whole consumer health area is one where we've seen a huge amount of activity in recent years with a bunch of big pure play pharma companies like like Johnson and Johnson getting out of the air out of this area. We've seen it also with compan ...

Core Thesis - Kenvue Inc. is viewed as a potential buying opportunity due to its undervaluation following a market overreaction to unfounded claims regarding acetaminophen [1][4]. Company Overview - Kenvue Inc.'s share price was $16.23 as of September 30th, with trailing and forward P/E ratios of 21.89 and 14.81 respectively [1]. - The stock is currently trading at approximately 12 times 2028 earnings, representing a nearly 46% discount compared to consumer staples peers at around 17.5 times [4]. Market Reaction - Following controversial comments made by Donald Trump regarding acetaminophen, shares of Kenvue fell roughly 10% to new all-time lows [3]. - Medical experts criticized Trump's statements, emphasizing the safety of acetaminophen during pregnancy and the risks of untreated pain or fever [3]. Investment Opportunity - The disconnect between Kenvue's long-standing safety record and the market's reaction has created a potential buying opportunity [4]. - The strong fundamentals, wide consumer reach, and proven safety profile of acetaminophen suggest that accumulating shares during this weakness offers an attractive risk/reward scenario [4].

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 ...

Core Viewpoint - Robert F. Kennedy Jr has raised concerns about a potential link between Tylenol (acetaminophen) use during pregnancy and autism, while manufacturers Kenvue and Johnson & Johnson deny such a connection [3][4] Group 1: Regulatory Actions - The FDA is set to notify physicians about the increased risk of autism associated with acetaminophen use during pregnancy and will initiate a safety label change [4] - New guidelines will recommend healthcare providers to suggest the "lowest effective dose" of acetaminophen during pregnancy [4] Group 2: Legal Issues - Johnson & Johnson and Kenvue are facing numerous lawsuits from parents claiming acetaminophen use during pregnancy led to autism and/or ADHD [5] - By 2023, there were 265 cases filed against the drug manufacturers, with the number doubling by 2024, although most cases were dismissed [5] - A major federal multidistrict litigation (MDL) is ongoing, focusing on failure-to-warn claims under state laws [5] Group 3: Public Reaction and Political Context - The public response includes outrage over questioning the science behind acetaminophen safety, with some individuals publicly consuming the drug as a form of defiance [3][4] - The health sector is becoming increasingly politicized, with the U.S. health department advocating for consumer transparency from pharmaceutical companies [6]

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]