Tylenol Under Scrutiny: Kenvue Stock Hits Year-Low Amid Reports of Autism Link Warning for Pregnancy Use
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- September 06, 2025
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Kenvue, the consumer health giant and maker of the widely used pain reliever Tylenol (acetaminophen), has seen its stock plunge to a one-year low, rattling investors and consumers alike. This significant dip comes on the heels of alarming reports suggesting that the U.S. Department of Health and Human Services (HHS) is poised to issue a public warning about a potential link between prenatal exposure to Tylenol and an increased risk of neurodevelopmental disorders, specifically autism and Attention-Deficit/Hyperactivity Disorder (ADHD).
The news, which quickly reverberated through financial markets, underscores mounting concerns regarding medication safety during pregnancy and the long-term health implications for children.
While Tylenol has long been considered a relatively safe option for pain and fever relief for pregnant individuals, an accumulating body of scientific research has begun to challenge this long-held perception.
Several studies, including a notable consensus statement published in the journal Nature Reviews Endocrinology, have highlighted potential associations between acetaminophen use during pregnancy and adverse neurodevelopmental outcomes in offspring.
These studies suggest that acetaminophen, by crossing the placental barrier, could interfere with fetal brain development, potentially leading to alterations that manifest as autism spectrum disorder or ADHD in childhood. The scientific community has been urging for more definitive research and clearer guidance for pregnant women.
Should the HHS proceed with such a warning, it would represent a significant shift in public health recommendations and could have profound implications for Kenvue.
As one of its flagship products, Tylenol's reputation as a safe choice for pregnant women is crucial for its market standing. A government-issued warning could trigger a substantial decline in sales, prompt litigation, and necessitate extensive public relations efforts to manage consumer trust.
For expectant parents, the prospect of such a warning adds another layer of complexity to critical health decisions.
While the potential risks are being investigated, medical professionals traditionally advise against unnecessary medication use during pregnancy and recommend consulting healthcare providers for safe alternatives or dosages. The anticipated HHS warning is expected to emphasize this cautious approach, urging pregnant individuals to weigh the benefits and risks of acetaminophen more carefully and to seek guidance from their doctors.
Kenvue, which was spun off from Johnson & Johnson, has yet to officially comment on the reported HHS plans, but the market's reaction clearly indicates investor apprehension.
The company now faces the challenge of navigating both scientific scrutiny and public concern, all while ensuring the continued safety and efficacy of its product portfolio. As the situation unfolds, all eyes will be on the HHS for official communication and on Kenvue for its response to these potentially game-changing developments.
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