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Kenvue Rebounds as White House Pushes Tylenol Label Changes Without New Evidence

Major medical groups say research has not shown a causal link, underscoring a gap with current guidance.

Overview

  • President Donald Trump urged pregnant women to avoid Tylenol and linked prenatal use to autism during a White House press conference.
  • HHS said it will pursue updated warning labels and a nationwide campaign advising the lowest effective dose for the shortest duration in pregnancy.
  • The American College of Obstetricians and Gynecologists cited recent studies finding no definitive causal link and continues to consider acetaminophen a safe option for treating fever in pregnancy.
  • Kenvue defended Tylenol’s safety, saying independent science does not show acetaminophen causes autism, and warned that discouraging use could harm expectant mothers.
  • Kenvue shares plunged more than 7% to a 52-week low before recovering roughly 60% of those losses by midday Tuesday and rising about 2.6% premarket Wednesday, as Citi projected limited judicial risk but potential profit pressure if consumption declines, estimating a 10% sales drop could cut profit by $40–50 million.