Co-founder & CEO @2Firsts Focused on the global nicotine industry — science, compliance, innovation, and business.
Joined June 2022
- Tweets306
- Following125
- Followers113
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Alan Zhao retweeted
At #NACSShow, 2Firsts found some ZYN products displayed by PMI ($PM) were not on the FDA's authorized list.
A PMI representative said IQOS is sold in 3 U.S. states, while ILUMA remains under FDA review.
#ZYN #IQOS
2firsts.com/news/pmi-showcas…
Alan Zhao retweeted
At #NACSShow2026, JTI Liggett (JT Group, $2914.T) showcased LD and Montego.
LD's U.S. sales volume rose 32.6% YoY in H1 2026, per JT Group.
Booth staff told 2Firsts the company had not yet launched nicotine pouches in the U.S.
2firsts.com/news/jti-liggett…
Alan Zhao retweeted
@FDATobacco CTP disclosed a significant amount of new detail at #FDLI2026 — from PMTA backlog figures and the 180-day review goal to sPMTA, alternate suppliers and 50,300+ pending SE reports.
2Firsts reports from Washington on what CTP’s Office of Science said.
#FDA #CTP #PMTA #2Firsts
2firsts.com/news/on-site-rep…
Alan Zhao retweeted
FDA has consolidated Forms 3741 and 3741a into a redesigned tobacco establishment registration and product listing form covering all regulated product categories.
#FDA #TobaccoRegulation #Nicotine
2firsts.com/news/fda-unifies…
Alan Zhao retweeted
Former FDA CTP Director Mitch Zeller says the tobacco harm reduction debate should move from “end game” to defining the desired “end state.”
He also discussed dual use, nicotine misperceptions and better ways to measure risk reduction.
2Firsts reporting from #NAS2026 in New York.
#FDA #Nicotine #TobaccoHarmReduction
2firsts.com/news/mitch-zelle…
Alan Zhao retweeted
Altria subsidiaries Helix Innovations and NJOY have sued the FDA, challenging its 2021 PMTA rule and the 180-day review framework.
2Firsts reviewed the original court filing and related FDA and judicial records.
We will continue to follow U.S. PMTA developments.
#FDA #PMTA #Altria #Nicotine
2firsts.com/news/special-rep…
Alan Zhao retweeted
Smoore’s H1 revenue rose 19.9%, but growth quality is becoming the bigger story.
2Firsts calculates HNB contributed ~61% of incremental revenue, while Q2 revenue growth slowed to ~1.9%.
#Smoore #06969HK #CapitalMarkets #HNB
2firsts.com/news/exclusive-a…
Alan Zhao retweeted
$2914.T: JT’s Ploom heated-tobacco volumes rose 43.5% in H1, while combustibles still represented about 97% of volume. In Japan, RRP reached 48.7% of shipments, shifting competition towards brand share, pricing and consumer retention.
2firsts.com/news/jts-ploom-v…
#JT #Ploom #HeatedTobacco #2Firsts
Alan Zhao retweeted
China Tobacco Zhejiang Industrial has launched MODEN FREE nicotine pouches in Indonesia.
The product is locally manufactured through a third-party producer and sold via Sixhill. Each 18-pouch can is priced at about $1.80.
#ChinaTobacco #NicotinePouches #Indonesia #2Firsts
2firsts.com/news/exclusive-c…
Alan Zhao retweeted
The Spark of Reason| 2Firsts 2026 New Year Message
Looking ahead to 2026, we do so with genuine anticipation. This will be a milestone year—the dawn of a new era.
2firsts.com/news/the-spark-o…
