FDA Game changer? - "Relax ... it's a ___ NJOY!" (NJOY to make a non-cigAlike/advanced system with a tank?)

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Kent C

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I don't know... Even your article quotes Herzog as saying: '[...] If the robust growth of VTMs continues and is not ultimately hindered by the FDA regulations (snip)"

If the deeming doc is only going to allow cigalikes (if that) as predicate products, how do tanks get into the picture??? Could it be that it's like Zeller said - the regulatory alternatives are still undecided? :)
 
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If the deeming doc is only going to allow cigalikes (if that) as predicate products, how do tanks get into the picture??? Could it be that it's like Zeller said - the regulatory alternatives are still undecided? :)

:confused: What do predicate products have to do with this?

New product applications are always permitted. As I understand it, these stay on the market pending review, so long as the registration is done in a timely manner, and the application is submitted w/i the 2-year window.

When the FDA rejects the appplication, then it's time to file the case.

NJOY's pockets are deep. They can hopefully hold out for five years with no sales, or whatever it takes to get through the courts. They'd be rather foolish not to plan for that scenario.

Presumably there will be several products and several cases. (And they won't be the only firm, which means the FDA can't shut down the entire CTP in order to focus all their resources on winning one case.)

However NJOY had better make darned sure they have good applications. Because after the 2-year window closes, pre-market approval is needed.

Which means there will likely be no more new products introduced into the market, until either the executive or the legislative branch forces the FDA to review applications. And that may be never.

Who knows ... in the year 2050, people might be vaping the very same products that NJOY got through the courts in 2023, which were first put on the market in 2018. Just like the few remaining tobacco cigarette smokers will still be smoking exactly the same analogs that BT brought out in 2007.
 
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aikanae1

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I can't speak for anyone else, but I quit with cigalikes.

If the FDA / public health authoritiies were science based, we'd probably have figures on how many quit and stayed quit with cigalikes. The last thing I want to do is discount someone's achievement or what they used to get there. I'm sure there are other's too. I want to be very clear about that.

IMO, "cigalikes" is a catch all phrase symbolizing BT more than the form factor. It represents corporations that invested late in the game (2012 and after) to carve up an industry that's been developing without them since 2007 and one that public health officials refuse to recognize. That is all.

It is more about the refusal to recognize other hardware used in vaping that has given "cigalikes" the bad name. If they hadn't gone down that road, and continue on that road by attempts to prove vaping is backed by BT only and that vaping is evidence that BT's tactics have expanded to vaping, none of these comments would apply.
 
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Kent C

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:confused: What do predicate products have to do with this?

New product applications are always permitted.

Sigh.... it's been assumed that the only possible predicate products will be cigalikes. The 'VTM' is a second/third gen type device. For new product applications to be accepted, they have to have substantial equivalence to a predicate product. Roger, this is why no one thinks, given the Feb 2007 date, that no existing products other than possibly cigalikes will pass muster. Surely you're familiar with that scenario.

"Belief 3: There are products available prior to Feb '07 which are "substantially equivalent" to products available now, such as unflavored nicotine base.
Almost certainly false
Anything available prior to Feb '07 would have to be tested and proven to be chemically identical to whatever is sold now. Furthermore it would need to be offered in identical quantity and packaging. No hardware solution available at that time (if one could be found) is in any way comparable to something that could likely be offered today."
 

aikanae1

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$64 million doesn't sound that deep against several billion NRT / BP market and that is who they will be facing. BT is quoted as stating 'it's about time they got a piece of that pie' (Lorilland). And it's quite possible they've got a play in mind. There's a lot more to this than it appears IMO.

"If the robust growth of VTMs continues and is not ultimately hindered by FDA regulation, we expect Big Tobacco has no choice but to enter either organically or via acquisition," Herzog noted. "Given [that] we view VTMs as a global opportunity, we believe NJOY may opt to strategically partner with another company in order to achieve international expansion and scale."

Additionally, she noted that, according to Weiss, trade acceptance of NJOY's new products will be "universal." Herzog called that encouraging given that nearly 70 percent of retailers already see a negative traffic impact from vape shops or expect a negative impact soon. VTMs could help reverse the negative traffic impact.

And this might be enough leverage to change some of the terms the FDA started with. They don't want to tick off BT or BP. I doubt if BT wants an independent take the lead without them either.

One thing we might be able to count on is this will take more time to go into effect. :pop:
But I still wouldn't call Njoy = BV.

VTM's? Where did that come from?


:confused: What do predicate products have to do with this?

New product applications are always permitted. As I understand it, these stay on the market pending review, so long as the registration is done in a timely manner, and the application is submitted w/i the 2-year window.

When the FDA rejects the appplication, then it's time to file the case.

NJOY's pockets are deep. They can hopefully hold out for five years with no sales, or whatever it takes to get through the courts. They'd be rather foolish not to plan for that scenario.

Presumably there will be several products and several cases. (And they won't be the only firm, which means the FDA can't shut down the entire CTP in order to focus all their resources on winning one case.)

However NJOY had better make darned sure they have good applications. Because after the 2-year window closes, pre-market approval is needed.

Which means there will likely be no more new products introduced into the market, until either the executive or the legislative branch forces the FDA to review applications. And that may be never.

Who knows ... in the year 2050, people might be vaping the very same products that NJOY got through the courts in 2023, which were first put on the market in 2018. Just like the few remaining tobacco cigarette smokers will still be smoking exactly the same analogs that BT brought out in 2007.
 
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sonicdsl

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Katya

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VTM's? Where did that come from?

:D

Good question. I first saw it here (an interesting article found and linked by Bobbily in another thread):

http://www.cspnet.com/category-mana...es/new-njoy-products-will-bring-vape-national

While e-cigs are here to stay, Herzog said she believes that "the rapid growth and staying power of VTMs serves as a 'wakeup call' for traditional e-cig manufacturers. We believe VTMs are the wave of the future, which is both an opportunity and challenge for c-store retailers. The opportunity is the fast growth and attractive margin, but the challenge for these retailers would be the high level of consumer interaction and education required. According to Wells Fargo's recent Tobacco Talk survey, more than 70% of retailers carry or plan to carry VTMs soon, and nearly 70% of retailers either already see a negative effect on traffic from vape shops or expect to see a negative effect soon, she said.
 
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Kent C

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And...
NJOY moves toward tank systems (VTMs) - ECF InfoZone

"Herzog hazards a guess that NJOY may achieve a goal of “obsoleting combustible cigs” with its move in this direction, which she labels “VTM” (for “vapor-tank-mod)."

Electronic Cigarettes - no-smoke.org

"NJOY has announced that it is refreshing and expanding its product line by introducing a rechargeable line of e-cigarettes and a "high-vapor" product or vapor-tank-mod (VTM), said Bonnie Herzog, managing director"
 
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Sigh.... [snip]

With which of the following do you disagree?

1) The statute still allows for (completely) new products outside of the SE pathway (pp.6-8, esp. p.8): http://www.fda.gov/downloads/TobaccoProducts/GuidanceComplianceRegulatoryInformation/UCM273425.pdf

2) In the case of vaping, new products submitted prior to the 2-year window could be sumitted either under the SE pathway, or as entirely new products.

3) The SE pathway is easier. The "belief 3" that you quoted from my 'misconceptions' thread's OP refers only to that.

4) While you and others made a valiant attempt to get the Ruyan evidence, I think that's (at best) still in limbo, and no one ever assumed that the approval of cigAlikes was exclusively conditioned on the success of such efforts to find a predicate. (Otherwise the consensus would probably be that no vaping products would be approved.

5) My understanding is that people believed that cigAlikes would make it as completely new products, i.e. with no predicates, only because BT/BV had the deep pockets to fight (including the ability to sustain a number of years without sales), and/or that FDA didn't want to be in the embarassing position of rejecting all vaping products. (My own little 'conspiracy' theory' is that FDA likes cigAlikes because they know most users are dual users - see next para.) Therefore it would either explicitly approve some of these cigAlikes, or simply leave them alone, since pre-market approval is not required for any vaping product introduced and applied-for prior to the closing of the 2-year window.

(My theory on that was that the FDA would ignore the cigAlikes for some years, and then reject them after the evidence about dual users was incontrovertible. But that's not important - what matters is that the product stays on the market until the appl is reviewed, so long as the appl was submitted before the window closed.)

6) [Just as background] The reason that most people view the tobacco act as effectively freezing the Feb 2007 state of tobacco cigarettes, is that pre-market approval was required for any products introduced after March '11 (and even prior to March 11, they still had to be under the SE rubric). The consensus was that FDA would simply do nothing with the new product applications, thus effectively keeping any product off the market, so long as it required pre-market approval. Which is apparently what's occured in all-but-one case. (And since the applicant firms can't sue until the product is rejected, it's effectively denied-by-permanent-delay.)

***

My point in this thread is that NJOY has the deep pockets needed to drop tens of millions on the needed public health studies for new products, to sustain 5 years or so of no revenune, and to drop more tens of mllions on litigation. Eventually, a new vaping product that has a great track record in helping people quit should be approved under the statute, even under the 100% new product (i.e. no SE) pathway. But of course, it will probably take a court to force FDA to do this, which is why the I'm assuming that any firm which tries this needs to be able to make no money on the product for 5 years or so until a DC ct. of appeals can hear the case, and maybe even until The Supremes either hear it or deny cert.

Sigh.... it's been assumed that the only possible predicate products will be cigalikes. The 'VTM' is a second/third gen type device. For new product applications to be accepted, they have to have substantial equivalence to a predicate product. Roger, this is why no one thinks, given the Feb 2007 date, that no existing products other than possibly cigalikes will pass muster. Surely you're familiar with that scenario.

"Belief 3: There are products available prior to Feb '07 which are "substantially equivalent" to products available now, such as unflavored nicotine base.
Almost certainly false
Anything available prior to Feb '07 would have to be tested and proven to be chemically identical to whatever is sold now. Furthermore it would need to be offered in identical quantity and packaging. No hardware solution available at that time (if one could be found) is in any way comparable to something that could likely be offered today."
 
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Not playing that game. If you didn't get what I meant, you didn't get it.

I'm going to try this one more time before I give up.

Sigh.... it's been assumed that the only possible predicate products will be cigalikes. The 'VTM' is a second/third gen type device. For new product applications to be accepted, they have to have substantial equivalence to a predicate product. Roger, this is why no one thinks, given the Feb 2007 date, that no existing products other than possibly cigalikes will pass muster. Surely you're familiar with that scenario. [snip]

I am familiar with that scenario. SJ, based on what he heard at SFATA, was quite certain that there are no predicate products comparable to what would be offered today (including cigAlikes). In fact I have yet to hear anyone say that they can estabish any type of proof regarding the existence of substantially equivalent predicate products even for modern cigAlikes. (By "any type of proof," I mean convince a court that the statute is satisfied, regardless of what the FDA says that it wants by way of docmentation.)

Therefore it logically follows that those of us who think that cigAlikes are going to come in, believe that this will be via the non-SE new product pathway. (Although they may survive only because the FDA fails to review the application, since pre-market approval is not reqired.)

Anyway I give up. Evidently we are talking past each other. Although I can't quite see how this is happening.

If anyone can, and would like to step in, I'd be grateful.
 
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aikanae1

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BT had advance notice (TVECA) and seemed pleased with FDA's deeming - BT had some sort of arrangement going that would have simplified the process for them plus their prior experience with regulations. Either Njoy is part of that, or split off on their own directin or there's been a shift in FDA's position that we aren't aware of. I'm just saying that last one is an option, just like no one outside of BT knew what the deeming regs would be until they were public.

I tend to think the FDA considers nicotine is a drug and anything delivering it should be regulated as such. I think they have to follow court decision, but they don't have to agree with it and probably don't since medically, addiction is a disease and nicotine including harm reduction would be classed as treatment; not in the interest of public health policy.

Cigarettes were grandfathered in, clean and simple outside of FDA's decision making. This explains why it would be difficult for them to approve any tobacco type product as good for "public health" but could approve it for the individual as treatment. I think the FDA is struggling = turns it over to industry to write and FDA's role would be to make it fit within the law = a lot of murky policy decisions with little philosphy to back it up. However politicians seem to be eager to help make it worse.

Maybe I've been online and thinking about this for too long.
 
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