Reducing the Harm Caused by Smoking

Fundamentals

Overview:
HQ: Williamsville, NY
Facility: N Carolina
Symbol/Exchanges: XXII (NYSE)
CEO: Henry Sicignano

Focus: Strong
22nd Century is a plant biotech company focused on developing technology to control the amount of nicotine in tobacco (primarily lower it to reduce harm)—and the level of cannabinoids in cannabis, through plant breeding and genetics. Both of these are potentially “hot” future commercial areas.

Size:
Market Cap: US$ 336 mil
Enterprise Value:      $279 mil

Markets: Strong
Primary: US, France, Europe

Operations: Neutral

Integration/Diversification:
Vertically integrated: No
Horizontally diversified:  Yes, it has interests in both tobacco and cannabis, for example.

Financials: Neutral

Valuation: Strong
Current share price: $2.71
Price to Sales: 14.3 (Tobacco industry = 5) (Pharmaceutical industry=7)
EV / revenue: 11.9
EV / revenue rank in industry: NA

Branding: Neutral
Their SPECTRUM line features 24 styles, in regular and menthol versions, with a fixed level of tar but 8 different levels of nicotine. These vary from Very Low Nicotine (VLN) cigarettes (97% less than normal) to relatively high nicotine yields.

Recommendation: Neutral