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

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