Although not yet approved by the FDA, Altria still plans to launch its new nicotine pouch product, on! PLUS™, in the U.S

Aug.25.2025
Although not yet approved by the FDA, Altria still plans to launch its new nicotine pouch product, on! PLUS™, in the U.S
Altria announced that its subsidiary, Helix, will launch a new nicotine pouch product, on! PLUS™, in the U.S. this fall, with the initial markets covering North Carolina, Texas, and Florida. The product has not yet been approved by the FDA. It is noteworthy that the launch time and regions for on! PLUS™ are highly similar to those of BAT's planned disposable e-cigarette, Vuse One.

KEY POINTS:
 

Altria focuses on nicotine pouches: Its subsidiary, Helix, announced the launch of a new product, on! PLUS™, this fall in three U.S. states (North Carolina, Texas, and Florida).

 

FDA approval is still pending: Currently, the FDA has only approved Philip Morris International's (PMI) ZYN for sale in the U.S.; on! PLUS™ has not yet been approved.

 

Titans are racing to the market: British American Tobacco (BAT) plans to pilot its disposable synthetic nicotine e-cigarette, Vuse One, in the U.S. in late September, a product also lacking FDA approval.

 

Significant market overlap: The launch of on! PLUS™ and Vuse One is highly similar in both timing and initial markets, such as Florida and Georgia.


On August 22, 2Firsts noticed that Altria officially announced on its X (formerly Twitter) account that its subsidiary, Helix, will officially launch a new nicotine pouch product, on! PLUS™, this fall in North Carolina, Texas, and Florida.

 

According to the announcement, on! PLUS™ is a spit-free, tobacco-derived oral nicotine pouch designed for adult consumers aged 21 and over, aiming to provide a more convenient smokeless alternative. Produced at its Richmond, Virginia factory, the product will initially be available in Mint, Wintergreen, and Tobacco flavors, with nicotine strengths of 6mg, 9mg, and 12mg. It features the unique NICOSILK™ mesh technology.

 

Although not yet approved by the FDA, Altria still plans to launch its new nicotine pouch product, on! PLUS™, in the U.S
on! PLUS™ nicotine pouch | Source: on! UK

 

Altria stated that Helix submitted a premarket tobacco product application (PMTA) to the FDA in June 2024, which spanned over 25,000 pages. Written by more than 50 experts, the application covered scientific and compliance research in accordance with the requirements of the Tobacco Control Act. Helix has also proactively informed the FDA of its launch plans.

 

Altria added that despite the FDA's review period far exceeding the statutory 180-day limit, Helix has strictly followed all compliance procedures, including ingredient disclosure, factory inspections, and submission of marketing materials.

 

Image
Helix submitted a 25,000+ page PMTA document to the FDA | Source: Altria's X account

 

Below is the content posted by Altria on its official X social media account:

 

虽未获FDA批准,奥驰亚仍计划在美推出尼古丁袋新品on! PLUS™
Content posted by Altria on its social media platform | Source: Altria's X account

 

Currently, the FDA has only approved Philip Morris International's (PMI) nicotine pouch brand, ZYN, for legal sale in the U.S. There is no public information about the approval of on! PLUS™.

 

Notably, just one day before Altria's announcement (August 21), Reuters reported that British American Tobacco (BAT) plans to pilot its disposable synthetic nicotine e-cigarette, Vuse One, in the U.S. It is expected to launch in late September in South Carolina, Florida, and Georgia, a product that also has not received FDA approval.

 

It is worth noting that on! PLUS™ and Vuse One not only have very similar launch timelines (one in the fall, the other in late September), but their initial markets also have significant overlap, as both plan to enter Florida and Georgia.

2Firsts Data|China’s Vape-Related Exports Rose 3.3% in August 2026 as UK Shipments Jumped 51.4% and U.S. Exports Fell 12.4%
2Firsts Data|China’s Vape-Related Exports Rose 3.3% in August 2026 as UK Shipments Jumped 51.4% and U.S. Exports Fell 12.4%
China exported $979 million of vape-related products in August 2026, up 3.3% from a year earlier but down 6.4% from July. The UK replaced the U.S. as the main source of growth: UK-bound shipments jumped 51.4% to a 2026 high of $177 million, while exports to the U.S. fell 12.4% to $339 million. Shipments to markets outside the U.S. increased 14.2%, broadening growth beyond the market that had driven July’s rebound.
News
Sep.23 by 2Firsts Perspectives
Why Does JPMorgan Favor BAT Over Philip Morris Despite Forecasting Slower Growth of 3.9% Versus 6.2%?
Why Does JPMorgan Favor BAT Over Philip Morris Despite Forecasting Slower Growth of 3.9% Versus 6.2%?
JPMorgan resumed equity research coverage of British American Tobacco (BAT), Philip Morris International (PMI) and Imperial Brands in November 2026, assigning BAT an Overweight rating and the other two companies Neutral ratings. The bank forecasts like-for-like sales growth of 3.9% for BAT and 6.2% for PMI in 2027, but estimates the two companies will trade at approximately 11 times and 21 times 2027 earnings, respectively. JPMorgan cited BAT's improving position in US nicotine pouches and vaping products as a driver of its investment outlook. BAT reported a 220% constant-currency increase in US modern oral nicotine revenue in the first half of 2026, while PMI's ZYN US shipments returned to growth in the third quarter. Imperial expects NGPs to represent 4% to 5% of sales and has expanded its oral portfolio through acquisitions.
Capital Markets
Nov.12
Product | DOJO Launches 0+6ml BLAST7K Fresh in UK in September, Retaining 2+8ml Pod Compatibility Ahead of October Per-Milliliter Vaping Duty
Product | DOJO Launches 0+6ml BLAST7K Fresh in UK in September, Retaining 2+8ml Pod Compatibility Ahead of October Per-Milliliter Vaping Duty
DOJO officially launched the BLAST7K Fresh on September 17, 2026, introducing a UK-market prefilled pod product with 6ml of e-liquid and a manufacturer-rated capacity of up to 7,000 puffs. The device features a 1000mAh rechargeable battery, the INSTA-JUICED structure and COREX BLAST dual-mesh technology, while retaining compatibility with existing BLAST pods. The launch comes less than two weeks before the UK's Vaping Products Duty takes effect on October 1. At the new duty rate, 6ml of vaping liquid would correspond to £1.32 in VPD. DOJO has not stated that the product's 6ml format was designed in response to the new duty.
Sep.20
Special Report | How Capital Is Reassessing the Global Tobacco and Modern Nicotine Industry: Lessons from a New York Forum
Special Report | How Capital Is Reassessing the Global Tobacco and Modern Nicotine Industry: Lessons from a New York Forum
Capital is reassessing the global tobacco and modern nicotine industry as heated tobacco, vaping and nicotine pouches reshape demand, profitability and regulation. At the 2026 New Approaches Summit in New York, investors and analysts examined whether smoke-free growth can sustain earnings, how regulation shapes startup value, and whether shareholder engagement can be more effective than divestment. The debate points to a broader shift: tobacco transition is increasingly becoming a capital-allocation, governance and valuation question.
Capital Markets
Oct.05
Malaysia's Poisons Board Backs New Vape Nicotine Exemption After Unanimously Opposing 2023 Proposal
Malaysia's Poisons Board Backs New Vape Nicotine Exemption After Unanimously Opposing 2023 Proposal
Malaysia's Poisons Board has endorsed Health Minister Dzulkefly Ahmad's proposal to exempt liquid nicotine used in vaping products from the Poisons List, according to a November 2, 2026, report by CodeBlue. The Board unanimously opposed a similar proposal in 2023, but the government proceeded with the exemption. The Kuala Lumpur High Court invalidated the 2023 decision in May 2026, and the government withdrew its appeal in August. No new ministerial order has been published. The development raises questions about the interaction between Malaysia's two regulatory frameworks and the treatment of RM354.51 million in excise duties collected on e-cigarette and vape products between May 2023 and June 11, 2026.
Regulations
Nov.03
Product | JTI Introduces Fully Dissolvable PERLZ Nicotine Pearls in UK, Expands Range From 30-Pearl Dispensers to 10-Pearl Sachets
Product | JTI Introduces Fully Dissolvable PERLZ Nicotine Pearls in UK, Expands Range From 30-Pearl Dispensers to 10-Pearl Sachets
Japan Tobacco International (JTI) has introduced PERLZ nicotine pearls in the UK, expanding its oral nicotine portfolio beyond conventional nicotine pouches. The fully dissolvable, multi-layer pearls are placed under the tongue and come in Mint and Berry flavors at concentrations of 1mg/g and 2mg/g, equivalent to approximately 0.3mg and 0.5mg of nicotine per pearl. UK retailer Haypp published four 30-pearl dispenser listings on July 31, 2026, followed by three 10-pearl sachet products on August 17. The dispensers retail for £6.50, while the sachets cost £2.50.
product
Oct.12