PM
Philip Morris International Inc
Zyn is now being sold in 20mg pouches
I think this might be my most recent “field research”.
As yall know, I’ve started using nicotine… both for the perceived short term benefits, and to study the drug, since there’s a huge industry behind it that is trading at nice multiples.
I decided to get off Zyn over Thanksgiving break, and yikes, it’s hard to get off of.
And I got hooked on 6mg pouches.
I can’t imagine what will happen to people who use 20mg pouches.
Two key risks:
health data comes out that hurts public perception of nicotine
regulation. Probably a low probability of that currently
What do y’all think? I see a lot of research on here for biopharma companies, but I think one of the drugs that we should study in may be nicotine?
I need to look further into
how nicotine usage is trending globally (specifically, pouched nicotine)
early data on benefits/drawbacks of pouched nicotine