This week, Kenvue, the Johnson & Johnson consumer health retardation, was at the epicenter of Market Tempest this week. It started ever Wall Street Journal Robert F. Kennedy Jr., a longtime sponsor of the causes of autism, said when planning to associate tylenol during pregnancy with condition. The stock route has come because Kennedy is the Secretary of the US Department of Health and Human Services and leads the movement “Make America Hello” or Maha. The middle downturn approached 15% at a time The magazineReport before retreat, but about 9% were still destroyed by the Kenvue market upper limit.
The Volstryto Analysts Choir asks to divorce, re -confirming Kenvue’s essential resistance and seeing it as an opportunity to buy a fall. Firms such as Bofa Securities and Canaccord Genuity have encouraged investors to be sold as a purchase opportunity, rather than confirming the deep and long -term threat to Kenvue business, in the notes distributed to customers on Monday morning.
Canaccord analysts wrote that the bank believes that the legal risk is minimal, given that the 2023 December Mass tort action for similar claims “was essentially closed”. The bank also noted the HHS statement that all the claims of the Kennedy report were guesses. By calling the market selling “highly too much response”, he added that he did not see a “reliable study” [that] linked the use of acetaminophen for increased risk [autism spectrum disorder]”The risk of heading, if any, loses a small consumer segment instead of a billion dollar verdict.
Cananaccord also watched the moods of society, reading comments in various formats of social media, including those who are more supportive of Kennedy Maha movement. The main channels do not find these statements, and even “more fringes” sources create “mixed sentiment”, stating that there is still no evidence, while others vote on other alleged conspiracy theories such as vaccinations cause autism – not explained by the bank.
The BNP Sarbas analysts said Friday, proving the connection with autism, remains unlikely that pre -decisions that Tylenol was safe, including the FDA, said they did not find clear evidence related to acetaminophen with developmental risk, and American college college and gynecologists. However, FDA advises pregnant women to consult their doctors to use it.