Discover and read the best of Twitter Threads about #IQOS

Most recents (3)

@GregHuntMP / @TGAgovau pls note:
Reports are coming in that some batches of #varenicline (marketed as Champix or Chantix) have been recalled due to contamination with #nitrosamines.
[At low levels of - much lower than #cigarettes.]
1/
ema.europa.eu/en/news/suspen…
#Israel has issued a recall on those batches of #varenicline as has #Greece, while #SouthKorea is conducting an ongoing investigation..
Hopefully our TGA in #Australia is aware of the problem and is investigating as well.
2/
koreabiomed.com/news/articleVi…
But this thread is less about varenicline specifically and more about product recalls, quality control & #nicotine containing products such as #snus, #HTP / #HnB & (most) #eCigarettes. Product recalls are not possible in an illicit mkt or practical in a poorly regulated mkt.
3/
Read 19 tweets
1. $PM rprtd btr thn expctd earnings with a rebound in vol. in June.

I blv $PM has 20%+ TSR ovr nxt 12 mnths with a clear catalyst in form of buyback initiation.

$PM trades at a discount rltive to mkt & its own history. Refer to the thread for my bull thesis on $PM. Image
2. It is #IQOS - a product 95% less harmful thn cigs, which is 25% of revs.
Regulators love #IQOS & provide favrble tax trtmnt 2 #IQOS – bcz of which #IQOS is ~20% chpr thn Marlboro.

#IQOS hs monopoly in mst mkts with $BAT, $IMB & $JTI struggling to gt their version of IQOS. Image
3. Imprvmng FCF as #iQOS invstmnts stabilize.
$PM invstd bn of $ in mkting/educating regulators & cstmrs on #iQOS. As #iQOS reach a critical mass, $PM is driving dwn CAC by 25%.

EBITDA to FCF convrsn fell blw 70% - which will rcvr to 75%+ as CAPEX hs bn normalizing. Image
Read 5 tweets
This opinion piece by a few Ozzies is so full of contorted thinking & debunked logic it is worthy of a @Clive_Bates 13K word smack-down, but I expect he's busy on other things so I'll post some brief points.
@KielanMcalinden, S. Sohal, @sharmalabonline
ncbi.nlm.nih.gov/pmc/articles/P…
"Maternal smoking and intrauterine exposure to tobacco smoke and nicotine have been linked.."
Nicely snuck #nicotine in there. Onya!
If U don't understand that CO and tar are largest source of harm from #tobacco #SMOKE then perhaps U should stay in the shallow end of the pool.
"These devices still deliver nicotine .."
You say that like it's a bad thing.
The evidence to support that needs to be balanced by evidence of healthful effects re Alzheimer's, Parkinson's disease, Dementia, ADHD, Schizophrenia..
Read 18 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!