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The part of this that gives me some optimism is that the Bascom Palmer institute is a recognized leader in eye care. Unlikely they would hitch their wagon to something that did not have merit. I look forward to seeing the outcome of this collaboration.
"All Eyes on Bascom Palmer"
Substack Link Here
"So, in regards to Provectus and its prospective clinical-stage ophthalmology start-up spinout, “EyeCo,” the ophthalmology community awaits the results of the NIH NEI-funded REAGIR study, a double-masked, sham-controlled trial of RB PDT for the treatment of fungal and acanthameoba keratitis7. REAGIR is the acronum for the Rose Bengal Electromagnetic Activation with Green Light for Infection Reduction (REAGIR) study (NCT05110001)."
so, any thoughts on the Summit Therapeutics drug trial results? Showing better results than Keytruda? Maybe an opportunity to use PV-10 to help boost Keytruda results when used in combo?
thx Trimble ... I've not yet re-joined IVillage.
Interesting pop on volume today. Maybe somebody out there likes what they see. Only $342k transacted or so, but a bit more than lunch money.
From Provectus's most recent substack posting.
this seems so astonishing to me ... we've just got to find a way to get this to the people it can benefit.
Full substack post here.
Bascon Palmer has 4 papers related to PV-10 at the ARVO conference this week
Corneal epithelium
B0448: Evaluating the Safety of Rose Bengal Photodynamic Therapy 227
Jordan Huang, Esdras A. Arrieta, Andrea Naranjo, Pedro Monsalve, Keenan Mintz, Jeffrey C. Peterson, Alejandro Arboleda, Heather Ann Durkee, Mariela C. Aguilar, Sander R. Dubovy, Darlene Miller, Roger Leblanc, Guillermo Amescua, Jean-Marie A. Parel, Jaime D. Martinez-Martinez
Keratitis
B0580: Title: Enhanced Fungal Inhibition with High-Dose Rose Bengal Photodynamic Antimiocrobial Therapy 372
Salomon Merikansky, Heather Ann Durkee, Juan Carlos Navia, Felipe Echeverri Tribin, Katherine Krishna, Anam Ahmed, Alex Gonzalez, Cornelis Rowaan, Harry W. Flynn, Jean-Marie A. Parel, Darlene Miller, Guillermo Amescua
Keratitis
Inhibition of Fungal Isolates via Singlet Oxygen Generation from Erythrosin B and Rose Bengal Photodynamic Antimicrobial Therapy 432
Anam Ahmed, Braulio Carrera Loureiro B Ferreira, Heather Ann Durkee, Lillian Aston, Leonardo Gonzalez, Jessica Mar, Jeffrey C. Peterson, Katherine Krishna, Brandon Chou, Marco Ruggeri, Fabrice Manns, Harry W. Flynn, Guillermo Amescua, Darlene Miller, Roger Leblanc, Jean-Marie A. Parel
Pathobiology of microbial infections
B0010: Exploring the Combination of Rose Bengal Photodynamic Antimicrobial Therapy and Existing Antifungals 503
Katherine Krishna, Brandon Chou, Heather Ann Durkee, Felipe Echeverri Tribin, Anam Ahmed, Jessica Mar, Braulio Carrera Loureiro B Ferreira, James Lai, Roger Leblanc, Harry W. Flynn, Guillermo Amescua, Darlene Miller, Jean-Marie A. Parel
interesting substack post for PV
Intralesional Path to Cancer Drug Approval
Fill Factor: the ratio of PV-10 volume to tumor volume to deliver a constant dose of rose bengal sodium per quantity of tumor
Identification and In Vivo Validation of Unique Anti-Oncogenic Mechanisms Involving Protein Kinase Signaling and Autophagy Mediated by the Investigational Agent PV-10
Simple Summary
Novel therapeutics are urgently needed for high-risk and refractory solid tumors. Clinical studies have demonstrated the safety and efficacy of PV-10 (10% rose bengal sodium) by intralesional injection in skin cancer. However, this agent has not yet been evaluated for the treatment of various adult solid tumors. The aim of our study was to test PV-10 in breast, colorectal, head and neck, and testicular cancers. Using a combination of in vitro and in vivo experiments, we found that PV-10 exhibits anti-cancer activity against a panel of human cell lines derived from these tumors. Our results support further clinical development of PV-10 for the treatment of solid tumors in adults.
link to webpage with paper
Bold emphasis added ... nice catch/post Mdk1.
>>> "Housekeeping by Michael Lebby and David Cheskis, Conference Chairs"
>>> Positioning electro-optic polymer modulators as an optical engine to extend data rate and low power performance for optical networking: The talk will discuss the latest results on foundry fabricated EO polymers for integrated photonics platforms with reliability data. This talk will also review the latest work in photonics roadmaps on both the integrated photonics (PIC) level as well as PIC packaging level.
thx Walterc ..
this is so GD sobering ... really do hope for the broader marker that these lawsuits hit the mark.
X,
Regarding your note about the possibility of NG (or other aerospace companies) using perk in satellites ...
A common requirement for satellites used beyond low earth orbit is the ability to withstand 100 krad(silicon) of total ionizing dose radiation. Pretty common requirement for satellites in geosynch orbit (where the communication sats live). And there are other requirements for other aspects of the natural radiation environment (solar flare events are of particular concern).
Polymers are not immune to radiation. I know that in my day job in aerospace we pay particular attention to the polymers used to insulate wire. Some polymers are far more resilent (maintain all functional and performance capability) than others. No idea where perk fits in.
And depending on the satellite mission, one can always use shielding (typically aluminum) to reduce the amount of radiation that gets to a component. But the preference is to use a more robust part when possible. But sometimes the technical need drives the use of something less robust and hence shielding and/or use of multiple units to decrease odds of a particular radiation hit taking out a required function.
It would be really cool if perk ends up being radiation tolerant ... like on the ground, data rates are only headed north on satellites and power consumption is a huge, huge deal. Also, when a item can be built using fewer parts (think driverless devices), Pn/reliability tends to go up and that is a big, big deal on a satellite intended to operate for 15 or more years without maintenance.
Go perk.
Do we have any idea of what the cost basis is for the short interest out there? E.g., do we know how far over or underwater these shares are?
My background is working in aerospace for 30 plus years. Almost always developing new technology and/or new systems. I've had numerous items fly on the US space shuttle and the ISS space station. I am working on the development of the crewed system intended to go into orbit around the moon in the second half of this decade. I'll admit my experience in developing tech for the commercial use is lessor, but not zero.
Number of times that a new technology development has gone from idea to deployed item in a straight line? Zero, Let me repeat, zero. In my experience anytime you work new tech, by definition you are extending the boundaries of knowledge. There are always unknown unknowns that have to be conquered. Part and parcel of the gig. In my world (NASA) we EXPECT and PLAN for problems to happen so we implement a risk management process to track all these bumps in the road. Some risks we just watch to see if they develop into something we need to work, some we actively mitigate with more resources/Plan Bs, etc. And sometimes despite all out risk management efforts, the gaitor bites us and we respond accordingly. Point is, new tech dev is hard and you >will< hit some turbulence.
From what I understand of the EO dev process, my level of worry about Lightwave Logic getting it across the line is almost zero. When will we get there? Haven't any real idea. Though the recent developments suggest it is much closer than was the case last year.
The TRL process LWLG has been using is very familiar to me and feeds into the risk management process. We use it all the time and it's how we score tech for inclusion into new deployed systems. And if you want to find a cautious group of people, try telling the bosses at JSC you want to fly new unproven tech on a crewed vehicle. Wear armor.
These guys are doing it right and I sleep fine at night knowing that my chunk of the company is in good hands .
Thx jealmc79 ...
Bit of an eye opener for me was this statement:
"More than a billion hours of content is consumed on a single streaming platform every single day and as a consequence the video streaming industry’s annual carbon footprint now exceeds that of the airline industry "
LWLG's technology is in the right place at the right time.
L_R
Thanks for posting .. some interesting things I noted in the article:
"According to Kuball, replacing all current electronics with GaN could potentially cut power use by 10 or 25 percent."
This seemed to be more in regards to power conversion devices, but even if applied to data switching still seems to pale in comparison to Perk.
"GaN is one of the few materials to give off blue light; it’s used in Blu-rays to make disc-reading possible. It’s also frequently used in LEDs."
So it would seem that a possible forward play is using the GaN as an onboard laser source to be switched by Perk?
thx jeunke22
investor presentation, slide 19, 8 images of devices fabricated in multiple foundries using LWLG electroptic polymer.
The wave is headed our way.
So after reading that bio for EPIC, I found my self musing the following: I can place trust in a man who has fully demonstrated his technical credentials, start up business acumen, and widespread respect in the industry over multiple decades, or noname shills on a message board.
Not a hard choice really.
Rchard_LaRiv - that list of open employment rec's is really quite astonishing. As others have noted, you don't look to bring in that kind of talent at those kinds of salaries without a very strong basis for the need.
go and look at the last 10Q https://www.nasdaq.com/market-activity/stocks/lwlg/sec-filings
Cash on hand at end of the last reporting period: $24.5M
Monthly burn rate: ~$1.2M
Time to burn through the cash at last reported rate = 24.5/1.2 = 20 months
Assuming no new cash infusions ...
ASM 2022 - May we live in interesting times ...
Richard_LaRiv - can you connect the dots on the LWLG PDK and this one? Does the Synopsis PDK offer chip designers the ability to fold in LWLG Perk material in the design, or does it allow the LWLG PDK to be used in their end to end solution? Or is it something altogether different? Thx
Yup, did my part .. those shares are locked up tight
"7 million plus shares to cover. That’s day after day after day after day of buying back. Especially since many longs have taken even MORE shares out of circulation at these absurdly, artificially low prices.
F2 "
interesting article Ned .. to your question, it does seem to be possibly in scope. bold emphasis added
"We must regularly monitor our industrial supply chains, anticipate possible future disruptions, and ensure the resilience of our entire supply chain including design, production, packaging, equipment and suppliers such as producers of wafers. We must also support the development of European fabrication plants – “mega fabs” – able to produce in high volume the most advanced (towards 2nm and below) and energy-efficient semiconductors."
Thx for posting the video link Steve S
Did anyone else catch that on the last slide, partnering I think it was, that Lebby made reference to >>"our customers"<<?
Perhaps it was a reference to potential customers ... but I thought curious given how careful he is with phrasing and words.
thx tkg
I couldn't help but wonder how someone like Google might integrate LWLG tech into this integrated design solution ...
Ditto on the Nvidia story you posted.
"Beyond the scope of this individual chip, Google clearly has long term ambitions to become a semiconductor monster through their vertically integrated, in-house chips."
jeunke22 or others ...
Can someone help me understand what the term "prototyping" means in the semiconductor world?
In my world, spacecraft, a prototype is built to the final flight design using the final tooling, processes, procedures, etc. A prototype is normally subjected to worse environments than it will see in flight so as to show that the design has margin. A prototype is never flown, though there is a variation of this approach called protoflight in which a single article is built, tested to different levels, and flown (with a higher risk posture).
So, in the semiconductor world, is such a device fabricated to final design data? Or is the final design actually teased out in the piloting phase?
thx
I dont know, having the government try to pick winners in semiconductor business just reminds me of Solyndra ....
Vid regarding data center use of water
For cooling. Sure seems that a technology that could reduce the cooling footprint would be of significant interest to the facility developers and the communities involved.
"Data centers consume millions of gallons of Arizona water daily"
not so sure about this, I see pre-market trades in LWLG each morning when I log into TD ameritrade.
Long and patient ... I don't come back to this board so often anymore ... just to see the latest posting on share price. I believe the risk/reward ratio is in my favor on this stock. Too many peer reviewed papers published on the data for this to be a fake. The real question, for me, is the amount of time needed to complete ongoing trials and tests and thus lead to a condition wherein license deals or a sale could occur. A certainty? Of course not, but that's how investment works.
OH MY GOOD GOSH ... north of 0.90
very nice surprise late yesterday ... long and strong.