Acadia Healthcare (ACHC) +11.7% on Activist Stake

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Acadia popped nearly 12% in a single day after an activist investor disclosed a 3% stake and called for a board refresh. The move signals pressure for governance changes and potential strategic shifts, giving the stock fresh momentum.

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Pfizer Gets into Weight Loss Game

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Pfizer (PFE.NaE) said Monday that it will acquire weight-loss drug manufacturer Metsera (MTSR.NaE) for approximately $4.9 billion to expand its portfolio in obesity and cardiometabolic diseases. Shares of Metsera soared 58% on the news.

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Kenvue Stock Slumps as Trump Links Tylenol to Autism

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Kenvue (KVUE), the Johnson & Johnson spinoff behind Tylenol, sank more than 7% this week after the Dept. of Health and Human Services suggested a link between acetaminophen use during pregnancy and autism. The agency announced plans to update warning labels and advise doctors against recommending Tylenol for pregnant women. Left-leaning media outlets are downplaying the risks, but right-leaning media is citing a series of studies and one meta-analysis that showed links between Autism and Tylenol.
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Kenvue is already facing class-action lawsuits from families alleging Tylenol use during pregnancy caused autism and ADHD, citing various studies.  
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A court appeals hearing will happen Oct. 6th regarding a lawsuit against Kenvue linking Tylenol to Autism. If the judge overturns a lower court ruling to dismiss the lawsuit, it will open a floodgate of new lawsuits and plaintiffs against Kenvue. Few will want to be holding the stock thereafter.  Tylenol generates around $1 billion annually for Kenvue, meaning a collapse in consumer trust combined with legal damages could jeopardize its earnings power. KVUE stock dropped -10.5% on the news.