Kenvue's Study Finds No Autism Link with Acetaminophen Use During Pregnancy
- Study Findings: An analysis of 43 studies indicates no clinically significant increase in the risk of autism, ADHD, or intellectual disability from acetaminophen use during pregnancy, alleviating public concerns regarding Kenvue's (KVUE) painkiller.
- Data Sources: The research team utilized databases like ClinicalTrials.gov to gather comprehensive data, ensuring the reliability of findings that contribute to discussions about the drug's impact on fetal development.
- Legal Context: Following President Trump's association of the medication with autism, Texas Attorney General Ken Paxton sued J&J (JNJ) and Kenvue (KVUE) for failing to warn about potential risks in their marketing literature, heightening public scrutiny of the drug.
- M&A Activity: Kenvue (KVUE) has entered into a $48.7 billion cash and stock acquisition agreement with Kimberly-Clark (KMB), demonstrating the company's pursuit of growth opportunities despite ongoing legal challenges.
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- Outstanding Stock Performance: Johnson & Johnson's shares have surged 53% over the past year, outperforming most tech stocks in a volatile market, highlighting its stability and attractiveness in the healthcare sector.
- Drug Price Negotiation Challenges: Despite strong performance, Johnson & Johnson faces government-led drug price negotiations that could lead to decreased sales for some therapies, impacting future revenue.
- Patent Cliff Risks: The loss of patent exclusivity for Stelara exposes Johnson & Johnson to competition from biosimilars, potentially pressuring its market share, particularly in the immunology sector.
- Legal Troubles: Johnson & Johnson is still dealing with thousands of lawsuits claiming its talc-based products caused cancer, which could affect the company's reputation and financial performance.
- Gilead Sciences Performance: Shares of Gilead Sciences are outperforming many prominent pharmaceutical companies early in 2026.
- Fourth-Quarter Earnings Impact: The company's fourth-quarter earnings report, released on Tuesday, may bolster investor confidence in its strong performance.
- Significant Drug Efficacy: Novel serotonergic agonists (NSAs) activate specific serotonin receptors to produce faster and more meaningful results than traditional antidepressants, positioning them to capture a significant share of the $50-60 billion depression and anxiety treatment market, thereby enhancing patient treatment experiences and outcomes.
- Massive Market Potential: The global neuropsychiatric drug market is projected to exceed $150 billion by the end of the decade, and as awareness and acceptance of new serotonin-based therapies increase, NSAs are poised to secure a meaningful slice of this market, driving long-term growth for the company.
- Leadership Transition: Helus Pharma has appointed Michael Cola as CEO, whose extensive experience in neuroscience and global commercialization is expected to accelerate the development of next-generation mental health therapies and expedite the release of clinical data and market entry.
- Intellectual Property Strategy: Helus Pharma has filed over 350 patent applications globally, with more than 100 patents granted, and as the company transitions from early clinical development to later-stage execution, its robust intellectual property portfolio will provide a competitive edge and support future commercialization efforts.
- Market Potential: The global market for depression and anxiety treatments is projected to exceed $50-60 billion annually, while the broader neuropsychiatric drug market is expected to surpass $150 billion by the end of the decade, highlighting the significant potential of novel serotonergic agonists (NSAs) in the rapidly growing mental health sector.
- Clinical Data Impact: NSAs are designed to act faster than traditional antidepressants, effectively treating complex conditions such as depression, PTSD, anxiety, and addiction, which is anticipated to significantly improve patient outcomes and attract increased investor interest.
- Leadership Change: Helus Pharma has appointed Michael Cola as CEO, who brings over 30 years of experience in neuroscience and specialty pharmaceuticals, expected to drive the company towards key clinical milestones, including the upcoming Phase 2 data for HLP004 and Phase 3 data for HLP003.
- Intellectual Property Strategy: Helus Pharma has filed over 350 patent applications and secured more than 100 patents across its multi-asset pipeline, demonstrating its capability in global intellectual property protection, which enhances its competitive position and long-term growth potential in the market.
- Event Schedule: Johnson & Johnson will present at the Barclays 28th Annual Global Healthcare Conference on March 10, 2026, with management participating in a Fireside Chat at 11:30 a.m. Eastern Time, showcasing the company's latest developments in the healthcare sector.
- Live Webcast Information: The presentation will be accessible via Johnson & Johnson's Investor Relations website, ensuring global investors can receive real-time updates on the company's activities, thereby enhancing transparency and investor confidence.
- Replay Availability: An archived version of the session will be available later that day, with the audio webcast replay expected to be accessible approximately 48 hours after the live event, allowing investors who missed the live session to catch up on key insights.
- Media and Investor Contacts: Johnson & Johnson has provided contact emails for media and investor inquiries, ensuring timely access to information and responses to questions, which further promotes communication and engagement between the company and its investors.
Market Volatility: The U.S. stock market has experienced an unstable start to the year, with heightened volatility and investor pressure, particularly affecting sectors like technology and consumer staples.
Defensive Investment Strategies: Investors are increasingly seeking defensive strategies, focusing on sectors such as health care and consumer staples, which have historically performed well during market downturns.
Top Investment Options: Five stocks and ETFs are highlighted as potential investments for those looking to shield their portfolios from volatility, emphasizing the importance of resilience and income generation.
Consumer Staples Resilience: Companies in the consumer staples sector, like Coca-Cola and Johnson & Johnson, are noted for their consistent demand and dividend reliability, making them attractive options for income-focused investors.











