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Response received:
"I hope all is well and appreciate you reaching out to share this.
We don’t comment on other companies’ technologies and do not seek to compare/contrast publicly as that’s for our tier-1 partners evaluating our technology under NDA to assess.
Everyone in entitled to their opinion and in the end, what he wrote is simply one man’s opinion."
Will do! Here is my note below to MZ Group:
Good morning,
I am a current shareholder and correspond with a small group of other investors about Lightwave Logic.
I was made aware that a widely viewed/read tech blogger/author has taken an interest in the company. He most recently wrote this piece below titled " The Semiconductor Heist of the Century".
https://semianalysis.substack.com/p/the-semiconductor-heist-of-the-century
With regard to Lightwave Logic, he had the following questions and I was wondering if this was something that you or the team at LWLG could speak to in order to relay accurate information to this person:
“I don't understand what the benefit here is. Looking at Intel photonics, they do 50 per lane in volume, now they do in 100 per lane in volume. LWLG hasn't even shipped 4x50, but that's what they are targeting first. Not even 4x100G which is further out.
Broadcom and Cisco same deal.
What's the benefit to their technique from a technical perspective in actual capabilities.”
Is this anything you can shed some light on? I think myself and the folks I speak with have our thoughts based on what we've heard and read from the company but it would be great to have something come directly from the company to ensure accuracy of information.
If this cannot be commented on, that's fine and understood as well.
Thanks for your time.
I will write the company / MZ Group about this and will keep all posted if I receive a response.
Is this a question you could pose to the company directly, or MZ Group? Might be worth it to get it from the horse's mouth so we know it's accurate info being relayed.
I think the company and MZ Group both would also be quite interested to know that this author is looking at them and has a very wide audience!!!
Great - thank you!
I'm guessing data will be out by mid-September, that will have provided the company 4 - 6 weeks of data verification, etc.
Predicting data lock by end of next week and top-line results the following week, by the 20th.
All IMO.
Thanks to all for the added info and suggestions! Sounds like this will not affect LWLG but couldn't hurt to open up another trading account as well just to hedge in general.
TD Ameritrade - does anyone else have this brokerage account? I received the following notice from them and am concerned it will affect trading in LWLG and other OTC stocks I own.
Could anyone else here recommend a brokerage that will not impose restrictions?
I'd expect data lock by end of next week or month end at the latest. If it will be longer than that I assume we'll get another "filler" PR discussing the industry standard for compiling top line results etc.
Some news pertaining to Global Foundries today on their IPO initiative:
https://www.reuters.com/technology/exclusive-chipmaker-globalfoundries-files-confidentially-us-ipo-sources-2021-08-18/
Looks like we go right after Intel and their very related presentation. Nice.
Intel:
Integrated Silicon Photonics for High-Bandwidth Data Center Connectivity
LWLG:
Advancing integrated photonics with electro-optic polymer modulators
As of tomorrow, Friday the 13th, we'll be 2 weeks post the final patient visit so this activity should wrap within the next two weeks. I'd expect data lock by 8/27 at the latest IMO.
Was this discussed yet? Going back to early July and the S-3 filing - I just noticed there was a "correspondence" listed in their SEC filings from July 7th which contained a request for "acceleration". Why would that be needed?
Yea it could be an oversight but they did not mention the need to file more patents for this new material which is interesting and would certainly be an advantage.
That's true. Anyone new to the company that looks at the 52 week share price will see we're well below the high of $17 and it may seem like a bargain (which most of us feel it is).
I believe the purpose is also to get more internet traffic when folks search for Global Foundries the company. We all understand we're working with GF and the insinuation, but with the recent media obsession with GF this could boost eyes to us simply by adding "global foundries" in one of our PRs.
That's true - I hope we are closer than that to executing a partnership!!! That would make it much harder to stuff the Genie (LWLG) back in the bottle.
Monday will be interesting when we hear more about GF's big announcement. Maybe that will shed more light on their current direction.
Yea that threw me for a loop too Proto (IBM lawsuit against GF). Perhaps someone with contacts to Lebby etc could ask how he feels about all these new developments.
We do know Lebby has stated they are working with multiple foundries so it wouldn't be the end of the world but it would certainly have a significant impact on us.
I do not like this Intel announcement one bit regardless of Lebby's prior employment and contacts there.
It makes me extremely uneasy when our relationship and partnership with GF could be disrupted by an acquisition and their direction potentially changed to exclude LWLG and focus on a different solution...
Intel has their own needs and those will get prioritized over all else if GF is acquired. If we are not currently part of their "solution" and roadmap then we're on the backburner for the foreseeable future.
When will Global Foundries IPO? This article from 2019 seems to imply they have been targeting 2022:
https://www.anandtech.com/show/14928/globalfoundries-mulls-ipo-plans-for-2022
Hope we get partnership news before then!
Should we expect related news shortly based on the acceptance of the S3?
Any thoughts on what "good" trial results would look like here?
Is this the general consensus? If it is, I'd be happy to lock mine up every day in this fashion.
Bit of an outlandish thought, but what would a hostile takeover look like? Would a company buyout a controlling number of shares through the open market and does Lightwave have a fail-safe in place for that?
Wow, over 1000% gain from $27.72 to $342.88 within the year is pretty incredible.
Considering we've already run up over 1000% in 2021 alone, if we can pull it off again from here I'd be f'ing thrilled, let alone starting from a $27 share price like Qualcomm...
Looks like it would be mid-August based on their last Q release in May
When is the next 10-Q out? Can't wait to see how much cash they've raised through all this.
Makes a lot of sense - thanks! The near term possibilities here are just plain wild..
So would it need to hit a certain share price for us to still be NASDAQ eligible after a split? And what would come first? Listing or split? Presumably we don't have to wait long for an uplist so that will take that question off the table soon.
Is it possible a Partner of sorts (Foundry or other) would be accumulating a position in us over the last couple weeks??? I assume they wouldn't have to disclose it publicly until they had completed whatever they were doing but have no background in that area.
Thoughts on what an EOY buyout might be worth as opposed to building out?
Hi there, checking this company out on Walter's recommendation from the LWLG board! Will follow the posts and videos to get caught up. TIA.
I'd have to imagine it will hasten some to move faster on deals for fear of being left out.
Any thoughts on how this public announcement might impact our private NDA partnerships? The secret is now out on what we can do TODAY, let alone in the coming years to benefit the industry.
Is this the kind of announcement that might lead partners to buyout discussions?
When are the P3 results expected/estimated?
TIA!
The trial should be somewhere between 85-90% enrolled by end of this week based on the PR 2 weeks back announcing that we had surpassed 70% enrollment.
Great to hear the oral Brilacidin pill is due to be completed prior to year end:
At 70% enrolled and 7 patients recruited per week, we have 5 weeks to go before 100% enrollment by mid-June, the week of the 14th.