The Big Sip
Image: people.com
The take: When a president's pregnancy advice can vaporise $2 billion in market value, we've entered a new era where political opinion trades harder than medical consensus.
What happened: On 22 Sep 2025, Donald Trump told pregnant women to avoid Tylenol, while HHS (the U.S. Department of Health and Human Services) said the FDA (drug approvals/labels) would start a safety-label change on acetaminophen (paracetamol).
Why it matters: A single podium moment hit Kenvue shares and risked confusing prenatal care, where acetaminophen remains standard guidance from ACOG (American College of Obstetricians and Gynecologists).
What to watch: FDA’s label process and exact wording. Any ACOG update, further stock volatility, litigation chatter, and state-level advisories over the next fortnight.
Reciepts
• [Primary] FDA: label change process for acetaminophen announced on 22 Sep 2025. U.S. Food and Drug Administration
• [Report] ACOG: acetaminophen remains appropriate in pregnancy; no causal autism link. ACOG
• [Analysis] Nature: experts say strong evidence is lacking for Trump’s claim. Nature
• [Analysis] Reuters/Morningstar: Kenvue hit a record low, then partial recovery. Morningstar+1
Markets don’t read medical studies. They price the chaos. And right now, one man's medical hot take is questioning a decade of clinical trials.