FDA’s PMTA Shake-Up: What’s Next for the Global NGP Industry?——2Firsts Exclusive Interview with CSUR’s Dr. Andrea Patton

Feb.25
As the FDA tightens NGP regulations, the U.S.—the world’s largest market—is undergoing a seismic shift, with the industry facing a potential reset. As a leading authority on FDA’s PMTA process, CSUR brings deep expertise in regulatory science and consumer behavior analytics. Dr. Patton discusses shifting FDA priorities, the role of behavioral science in PMTA approvals, and how businesses can balance compliance with market competitiveness amid industry restructuring.

Dr. Andrea Patton's Key Insights:

FDA’s Regulatory Priorities in 2025

● Youth Appeal Remains a Major Concern: The FDA’s primary enforcement focus remains on unauthorized products, particularly flavored disposable vapes, which have been identified as highly popular among youth.

● NYTS Data Drives Enforcement: The National Youth Tobacco Survey (NYTS) continues to serve as a critical tool for identifying high-risk brands and guiding FDA actions against products deemed appealing to minors.

● PMTA Applications Must Address Youth Access: Companies seeking market approval must present robust scientific evidence that their products minimize youth appeal while delivering clear public health benefits for adult smokers.

 

The Supreme Court’s Potential Impact on PMTA Approvals

● Legal Uncertainty Around Regulatory Power: The ongoing review of the FDA v. Wages & White Lion Investments LLC case by the U.S. Supreme Court could potentially reshape the FDA’s PMTA rejection process, setting a precedent for how flavored product applications are handled in the future.

● A Legal Turning Point for the Industry: If the Supreme Court favors the industry, it could force the FDA to clarify its PMTA guidelines, which would allow for a more transparent approval process. Conversely, if the Court upholds the FDA’s authority, it could mean stricter regulatory requirements for flavored products moving forward.

 

The PMTA Bottleneck and Its Consequences

● Regulatory Delays Create Market Disadvantages: The slow approval process of PMTAs has created significant disadvantages for compliant businesses, as non-compliant companies continue to operate with minimal regulatory scrutiny.

● Financial Uncertainty Stifles Innovation: The extended review periods have also created an uncertain investment climate, discouraging potential investors and delaying the development of new products in the harm reduction space.

 

The Role of Behavioral Science in PMTA Success

● Behavioral Research Strengthens PMTA Applications: The FDA relies on behavioral studies to assess the public health risks and benefits of nicotine products, focusing on factors like youth appeal, adult usage patterns, and switching behavior.

● Scientific Rigor is Essential for Regulatory Success: Companies that integrate structured, evidence-based behavioral research into their PMTA applications will be better positioned to meet the FDA’s APPH (appropriate for public health) standard.

 

Industry Outlook for 2025 and Beyond

● Regulatory Evolution is Inevitable: As FDA regulations continue to evolve, companies must adapt proactively to stay competitive in the U.S. market.

● A Strategic Approach to Compliance is Key: Investing in scientific research and compliance planning will be essential for companies to ensure long-term success in the nicotine product industry.


A Defining Year for NGPs in 2025: Will Regulation Make or Break the Industry?

 

With 2025 underway, the NGP industry, which includes e-cigarettes, nicotine pouches, and other alternatives to traditional tobacco, is at a crossroads. The U.S. Food and Drug Administration (FDA) is ramping up its scrutiny of these products, signaling major shifts for manufacturers navigating the complex Pre-Market Tobacco Application (PMTA) process. In this pivotal year, the industry’s future hinges on striking the right balance between regulatory compliance and innovation.

 

Key regulatory events in 2024—including the landmark approval of NJOY’s menthol-flavored e-cigarettes and the U.S. Supreme Court’s involvement in FDA v. Wages & White Lion Investments LLC—have reshaped expectations. For businesses seeking PMTA approval, these developments highlight the importance of robust scientific evidence and meeting evolving regulatory demands.

 

In an exclusive interview, Dr. Andrea Patton, a leading expert in behavioral science at CSUR, explains how industry players can adapt to this shifting regulatory landscape. She discusses the role of behavioral research, the critical need for clear FDA guidelines, and what companies need to succeed in a competitive and complex market.

 

FDA’s PMTA Shake-Up: What’s Next for the Global NGP Industry?——2Firsts Exclusive Interview with CSUR’s Dr. Andrea Patton
Andrea Patton, Ph.D., Head of Prevalence Research | Source: CSUR

 

 

FDA’s 2025 Playbook: Where Regulatory Pressure Is Headed Next

 

 

Disposable Vapes and Flavored E-Cigarettes in the Crosshairs

 

In recent years, disposable vapes and flavored e-cigarettes have emerged as some of the most popular products among youth. According to the 2024 National Youth Tobacco Survey (NYTS):

 

80% of youth e-cigarette users reported using non-tobacco flavors.

50% preferred disposable devices, with Geek Bar and Lost Mary topping the list of most frequently cited brands.

 

Given these alarming statistics, the FDA has made it clear that youth-targeted products, particularly flavored disposables, will face heightened regulatory scrutiny in 2025. Patton emphasizes, “The FDA is likely to tighten its focus on how manufacturers prove that their products do not appeal to minors. Failure to demonstrate this could lead to rejection of PMTAs.”

 

As Patton notes, brand tracking data from surveys like NYTS are increasingly shaping enforcement decisions. Companies need to consider these findings when preparing their applications.

 

The Supreme Court’s Verdict: A Game-Changer for PMTA Approvals?

 

Another seismic shift in the regulatory landscape is tied to the ongoing Supreme Court case, FDA v. Wages & White Lion Investments LLC, which challenges the FDA’s rejection of flavored e-cigarette PMTAs as “arbitrary and capricious.” Should the Court rule in favor of the plaintiffs, manufacturers could be empowered to challenge denial decisions, potentially altering the PMTA approval process.

 

Dr. Patton explains, “If the ruling challenges the FDA’s current evaluation standards, it could set a precedent for more transparent guidelines on demonstrating public health benefits and youth risk.”

 

This case could dramatically affect future PMTA outcomes, especially as the FDA is forced to refine its approval criteria, focusing more on data-driven, evidence-based decision-making.

 

NJOY’s Breakthrough: A Playbook for Future Approvals?

 

In a historic moment for the NGP industry, NJOY became the first company to receive PMTA approval for a menthol-flavored e-cigarette in June 2024. This achievement was seen as a pivotal turning point for the industry, as the FDA had previously been reluctant to approve non-tobacco flavors.

The approval came after NJOY provided extensive behavioral research and a comprehensive market impact analysis. According to Dr. Patton, “NJOY’s success underscores the importance of having strong scientific evidence that proves the product serves public health interests, particularly in terms of adult smoking cessation, while also mitigating youth appeal.”

 

The FDA’s decision was heavily influenced by:

 

Behavioral studies showing the product’s role in adult smoking cessation.

Toxicology reports and emissions testing that showed safety for adult consumers.

Market studies proving the product’s limited appeal to minors.

For companies aiming to replicate NJOY’s success, the key takeaway is clear: comprehensive data, including both youth risk assessment and benefit for adult smokers, will be crucial for securing PMTA approvals.

 

Beyond the U.S.: How FDA Policies Are Reshaping Global NGP Markets

 

While the FDA is taking the lead in nicotine product regulation, its actions are reverberating globally. Europe is tightening restrictions on flavored vapes, while China’s manufacturing sector is facing more scrutiny as U.S. import enforcement grows stricter. Both Canada and Australia are also considering adopting similar regulatory models to the U.S., which could create a more unified global framework for NGP oversight.

 

For global players in the NGP space, it’s crucial to align with U.S. trends, as these changes will likely influence future regulations in other regions. Companies looking to gain market access will need to ensure compliance with these evolving standards to maintain competitiveness.

 

 

PMTA Delays: The Innovation Roadblock Holding Back the Industry

 

 

A Slow-Moving Process That Favors the Non-Compliant

 

Four years after the original PMTA deadline, only 34 e-cigarette products have been approved—leaving many companies in limbo. The FDA’s backlog has created an uneven playing field:

 

Manufacturers investing in compliance face substantial research costs and lengthy approval timelines.

Non-compliant companies continue to market products with minimal enforcement, benefiting from slower regulatory action.

 

Patton suggests, “This slow-moving process is stifling innovation. Companies with compliant products are stuck waiting while others take shortcuts without facing immediate consequences.”

 

The lack of clarity around when the FDA will issue decisions is creating a sense of uncertainty, which may ultimately delay the advancement of tobacco harm reduction efforts. Without a more streamlined process, the U.S. risks falling behind in global tobacco harm reduction initiatives.

 

Stalled Growth: How PMTA Uncertainty Is Freezing Investment in NGPs

 

The regulatory bottleneck has had a ripple effect on investment within the industry. Venture capitalists, wary of prolonged regulatory uncertainty, are moving away from e-cigarettes and emerging nicotine alternatives, including synthetic nicotine and nicotine pouches.

 

As Dr. Patton notes, “Investors are looking for clearer signals. Until there is more regulatory certainty, capital will continue to shy away from the NGP market.”

 

Smaller players, in particular, are feeling the pinch. Compliance costs are escalating, and many companies are struggling to justify the financial burden. As a result, some may be forced to exit the market entirely, or scale back their operations, further consolidating the industry.

 

 

Inside CSUR: The Science Behind Successful PMTA Approvals

 

 

Why Behavioral Research Matters in FDA Compliance

 

Dr. Patton explains that behavioral research is essential for meeting the FDA’s “Appropriate for the Protection of Public Health” (APPH)” standard. For instance, NJOY’s extensive studies on youth risk assessment and adult smoking cessation benefits played a key role in securing PMTA approval for its menthol-flavored products. Similarly, companies like BAT and PMI are integrating behavioral insights to refine their regulatory submissions.

 

CSUR’s Role: A Strategic Partner for Compliance

 

Beyond NJOY, CSUR has worked with multiple international manufacturers, including British American Tobacco (BAT), Philip Morris International (PMI), Imperial Brands, and JUUL Labs, helping refine their behavioral research methodologies to align with FDA scrutiny on youth appeal and adult transition rates.

 

For instance, Swedish Match’s ZYN nicotine pouches have gained significant traction in the U.S., with sales growing 40% year-over-year. With the FDA now closely monitoring nicotine pouch brands, companies like Altria’s On! are investing heavily in behavioral research to provide data that aligns with the APPH standard.

 

Patton shares that CSUR’s approach is rooted in comprehensive data collection and risk analysis, providing the kind of insights that are crucial for PMTA success.

 

The Future of Behavioral Research in PMTA Applications

 

“Behavioral science is no longer a supplementary aspect of PMTA—it is central to the approval process,” Dr. Patton concludes, adding that CSUR is now leveraging AI-driven behavioral tracking to strengthen regulatory submissions. “AI-driven data analysis is the future of regulatory science.”

 

 

The Road Ahead: What Lies Beyond 2025 for NGPs?

 

 

Looking beyond 2025, the NGP industry faces both opportunities and challenges. The regulatory landscape is evolving, but so are consumer preferences. Companies will need to stay agile, responding to shifting market demands and regulatory pressures.

 

Patton underscores the importance of continued investment in research and innovation to ensure long-term sustainability. “The industry’s future depends on its ability to evolve with regulations while maintaining consumer trust. This means being transparent about the science behind products and investing in safer, more effective alternatives.”

 

As regulations tighten globally, manufacturers will also need to ensure they remain compliant across multiple jurisdictions. International alignment will be crucial for companies looking to expand into new markets while maintaining access to the U.S. and other major regions.

 

The road ahead may be challenging, but with the right regulatory approach, strategic partnerships, and a commitment to scientific rigor, the NGP industry can overcome these obstacles and thrive.


About CSUR Bio

 

CSUR is a global leader in behavioural science for tobacco harm reduction and new tobacco product regulation. CSUR assists companies with the behavioural research required to obtain a marketing authorization through the Premarket Tobacco Product Application (PMTA) and with applications seeking to market new tobacco products with modified risk and/or modified exposure messaging through the MRTPA pathway.

CSUR supports clients through every stage of the PMTA process from developing a behavioural science research strategy, assisting with presubmission scientific review meetings with FDA, designing and conducting behavioural research studies required to demonstrate the “appropriate for the protection of the public health” standard, and reporting findings in peer review publications and at scientific industry events.

In 2023, CSUR won Acquisition International’s “Most Innovative Public Health Research Group” in the Research and Development Awards.


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