Kenvue Stocks Rise After Trump’s Unproven Tylenol Claim

Post by : Monika Sharma

On September 23, 2025, Kenvue, the company that produces Tylenol, saw its shares rise by 6% in European trading. This recovery came after the stock had recently dropped to record lows.

The decline followed statements made by U.S. President Donald Trump, who suggested that taking Tylenol during pregnancy could be linked to a higher risk of autism in children. These claims also included remarks questioning the safety of vaccines, particularly concerning autism risk.

Kenvue’s stock movement illustrates the complex interaction between public statements by political leaders, market reactions, and scientific evidence. Investors initially reacted negatively to the headlines, but the stock rebounded as experts clarified that there is no proven scientific link between Tylenol use during pregnancy and autism.

Trump’s Statement

During a press event at the White House, President Trump stated that acetaminophen, the active ingredient in Tylenol, may increase the risk of autism in children if taken during pregnancy. He also mentioned that some vaccines might contribute to autism, though he did not provide scientific studies to support this claim.

These statements immediately caught the attention of media outlets, health experts, and investors. The comments were controversial because they challenged long-established scientific research that shows no causal link between acetaminophen use in pregnancy and autism, and the safety of vaccines in children is well-documented.

Scientific and Medical Response

The medical community responded quickly to President Trump’s claims. Pediatricians, obstetricians, and researchers emphasized that there is no definitive evidence that Tylenol causes autism. Acetaminophen is one of the most widely used pain-relief medications for pregnant women, and it has been studied extensively for safety.

The U.S. Food and Drug Administration (FDA) announced that it would update Tylenol labeling to include general information about potential neurological risks, including autism and attention-deficit/hyperactivity disorder (ADHD). However, the FDA stressed that these updates are precautionary and do not confirm a causal relationship.

Medical experts explained that the new labeling is intended to provide information and encourage discussion between doctors and patients about the safest ways to use medications during pregnancy. The updates do not mean that Tylenol is unsafe; instead, they reflect ongoing research into how medications affect fetal development.

Stock Market Reaction

The news of President Trump’s claims initially caused Kenvue’s shares to drop sharply. Investors were concerned about potential lawsuits or a loss of consumer trust in Tylenol products. The company’s stock had reached record low levels, reflecting these worries.

After clarifications from medical experts and the FDA, Kenvue’s stock rebounded by 6% in European trading, showing resilience. Analysts from major investment banks, including Citi, stated that while negative publicity could influence consumer perception, they do not expect a significant legal impact on Kenvue.

The stock market reaction illustrates how public statements by influential figures can affect investor sentiment, even when the claims lack scientific support. Market participants often react quickly to headlines, but prices may recover once reliable information is provided.

Year-to-Date Performance

Kenvue’s stock has faced challenges throughout 2025. Year-to-date, shares have fallen by 22.6%, influenced by broader market trends, competitive pressures in the pharmaceutical sector, and recent negative headlines. Despite these declines, the company’s strong product portfolio, including Tylenol, remains a valuable asset, supporting long-term investor confidence.

The rebound in Kenvue’s stock demonstrates that investors are responsive to updated information and expert analysis. While sensational claims may cause short-term fluctuations, fundamental company performance and regulatory guidance remain key factors in stock valuation.

Kenvue and Tylenol

Kenvue is a major pharmaceutical company that produces consumer health products, with Tylenol being one of its most well-known brands. Tylenol contains acetaminophen, a widely used medication for pain and fever relief.

Acetaminophen is considered safe for use during pregnancy when taken as directed. It is often recommended by healthcare providers as one of the preferred pain-relief medications for expectant mothers because it does not have the same risks as other medications like nonsteroidal anti-inflammatory drugs (NSAIDs).

The company continues to emphasize the safety of its products. Kenvue’s response to recent claims has included public statements reinforcing that Tylenol remains safe when used according to instructions. The company also highlighted that it works closely with regulatory agencies and medical researchers to ensure that product information is accurate and up to date.

Public and Consumer Response

News about potential links between medications and health outcomes can influence public perception. After President Trump’s comments, some parents and consumers expressed concern about using Tylenol during pregnancy. However, medical authorities quickly reassured the public, explaining that there is no scientific evidence supporting the claim.

Health organizations and experts encouraged pregnant women to consult with their doctors before taking any medication. They emphasized that personalized medical advice is important, as each pregnancy may have unique considerations.

Legal and Regulatory Context

The FDA’s decision to update Tylenol labeling is a precautionary step. Regulatory agencies often review scientific research and emerging studies to ensure that product labeling provides relevant safety information.

This labeling update does not mean that acetaminophen causes autism or ADHD. Instead, it serves as a warning for potential risks, allowing healthcare providers and patients to make informed decisions. By including information about ongoing research, the FDA aims to enhance transparency and maintain public trust in medications.

Kenvue has not faced significant lawsuits related to these claims, and analysts predict that any legal impact will likely be limited. The company’s adherence to regulatory standards and extensive research supporting acetaminophen safety strengthen its position.

Impact on Healthcare and Public Health

The controversy highlights the importance of accurate scientific communication. When public figures make health-related statements, it can influence behavior and lead to confusion among consumers. Medical experts stressed that evidence-based information should guide health decisions.

Public health authorities encouraged clear communication about medication safety and the importance of following professional medical advice. They also noted that widespread misinformation could lead to unnecessary fear or the avoidance of safe medications, which could have negative health consequences.

Economic Implications

Tylenol is a major source of revenue for Kenvue. Any negative publicity or loss of consumer confidence could impact sales, at least in the short term. However, the company’s stock rebound shows that investors believe in the long-term value of the brand.

Beyond direct financial implications, the controversy also underscores how public statements and media coverage can affect market dynamics. Companies must carefully manage communications and respond promptly to ensure that factual information prevails.

In conclusion, Kenvue’s stock recovery demonstrates resilience in the face of controversy. Despite unproven claims linking Tylenol to autism made by President Trump, the company’s market position remains strong.

Medical authorities and the FDA have clarified that there is no established causal link between acetaminophen and autism. The planned labeling updates reflect precautionary guidance, not a confirmation of risk. Kenvue continues to emphasize the safety of its products and works closely with regulators to provide accurate information.

Investors, consumers, and the public are encouraged to rely on scientific evidence and expert guidance when assessing the safety of medications. This event highlights the intersection of science, public perception, and the stock market, showing how accurate information can help stabilize both consumer confidence and financial markets.

  • Stock Movement: Kenvue shares rose 6% after previous decline.
  • Trump’s Claim: Suggested Tylenol use in pregnancy may increase autism risk.
  • Scientific Response: No proven link between acetaminophen and autism.
  • FDA Action: Will update product labeling to include precautionary information.
  • Consumer Guidance: Pregnant women advised to consult doctors.
  • Year-to-Date Stock Performance: Down 22.6%, reflecting broader market trends.
  • Company Position: Emphasizes Tylenol’s safety and adherence to regulations.
  • Public Health Lesson: Evidence-based guidance is essential for medication use.

Sept. 23, 2025 1:38 p.m. 408

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