Philip Morris International Inc

PM

Philip Morris International Inc

@david
4 months ago

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