22nd Century Group, Inc · NASDAQ:XXII

22nd Century — Investor Presentation (September 2026)

14 slides from 22nd Century's investor presentation, September 2026

  1. Slide 1: The Leader in Low-Nicotine Tobacco and Low Nicotine Products

    September 2026 THE Leader in Low-Nicotine Tobacco and Low Nicotine Products

  2. Slide 2: Forward Looking Statements

    Forward Looking Statements Except for historical information, all of the statements, expectations, and assumptions contained in this presentation are forward-looking statements, including but not limited to our business outlook forward-looking statements typically contain terms such as “anticipate,”

  3. Slide 3: At A Glance

    At A Glance  The Leader in Low-Nicotine Tobacco and Low-Nicotine Products - 28 Years  America’s Lowest Nicotine, Authentic Tobacco, Combustible Cigarette - VLN®  Consumer Adoption of our VLN® Cigarettes has Begun  Poised for profitable growth and value creation with our House of Brands  The Onl

  4. Slide 4: The Tobacco Market

    The Tobacco Market  United States o $109 billion in annual sales o $57 billion in annual cigarette sales o 28.8 million smokers o 480,000 smoking related deaths annually – 1,315/Daily avg.  Worldwide  $1.1 trillion in annual sales  $873 billion in annual cigarette sales  1.1 billion smokers  8

  5. Slide 5: The Lanes in Tobacco

    The Lanes in Tobacco  The market is shaping into 4 lanes: o Lane 1 – Pouches and moist snuff o Lane 2 – E-Cigarettes/Vapes o Lane 3 – Low Nicotine or VLN® products o Lane 4 – Standard combustible cigarettes - Smokers who are not going to quit, they will smoke anyway  The first 3 lanes are coined a

  6. Slide 6: Smokers – The $57b US Market

    Smokers – The $57b US Market  70% of Smokers in the US have experienced “The Moment”  The Moment = “I need to/want to/should change my smoking habit”  Smoking is a ritual – Enjoyment – A place to go – Relaxing – Stimulating  Quitting, reducing, or changing is EXTREMELY HARD – Nicotine  Use case

  7. Slide 7: The Scientific Proof – VLN Products

    The Scientific Proof – VLN® Products  2024 Study: 450+ participants using 95% less nicotine VLN® cigarettes  40% reduced daily consumption in 12 weeks  Scaled to 28.8M U.S. smokers = 11.5M smokers could see similar results  VLN® Cigarette Advantage:  Familiar cigarette format — no devices or ha

  8. Slide 8: FDA Low Nicotine Mandate

    FDA Low Nicotine Mandate  75 years of U.S. government warnings about nicotine and smoking risks  Billions invested in research, cessation programs, and messaging to help smokers gain control over nicotine dependence  Addiction: loss of control over harmful substances—nicotine included  FDA Propo

  9. Slide 9: VLN Brands Future Tobacco & Water Brands

    VLN® Brands Future Tobacco & Water Brands High Margin Better Option for You Category Vertical Differentiation • Leaf Grade • Pack Size Under Development • Price Under Development • Margin Competitive Advantage • Account Depth • Consumer Options

  10. Slide 10: Distribution & Expansion

    Dist ibution & Expansion Launch Underway in the US  2 Brands of VLN® and Natural Tobacco & Water launched into retail  Already in 2,000 outlets across more than 20 states  Targeting growth to 5,000 outlets in 35 states by the end of 2026  A Component of established branded products Expanding the

  11. Slide 11: R&D Drives our Future

    R&D Drives our Future Expanding the VLN® Lineup  Adding 100mm VLN® cigarette products  Developing new low-nicotine tobacco strains for future blends and flavor profiles  Adding new blends to the VLN® product lineup  Different Tobacco blends  Different combinations for flavorings to closely matc

  12. Slide 12: TTM Condensed P&L

    TTM Condensed P&L (amounts in thousands) QTD QTD QTD QTD September 30, 2025 December 31, 2025 March 31, 2026 June 30, 2026 YTD 2025 Highlights: Revenues, net $ 4,011 $ 3,576 $ 4,105 $ 2,864 Cost of goods sold 2,557 1,882 1,925 1,621 Excise taxes and fees on products 2,513 2,489 2,816 1,536 •Poised f

  13. Slide 13: Summary

    Summary VLN® Cigarettes — Proven & Selling In The Market Path to Profitability  Science validated, clinical proof in market  Focused growth in total branded portfolio (Full + Low Nicotine)  Product strategy launched + strengthened through Multiple  Expanded Retail Outlets Brands (VLN® inside con

  14. Slide 14: Investor Relations contact

    www.xxiicentury.com www.tryvln.com Investor Relations: [email protected]

22nd Century Group — Investor Presentation (September 2026) on 6ix