Lightwave Logic Inc (LWLG)

[yanquitrader]

So - my takeaways from today’s EPIC discussions and some subsequent DD:

1. We have a major competitor - Lumiphase Corp

Their material is very fast
Their material lowers energy needs (no exact comparison available to LWLG in this regard)
Their material is able to withstand extremely high heat and is incredibly strong (diamond-like hardness)
Their product is scalable, can be produced in high-volume and is compatible with the existing silicon-based ecosystem
They have a world-class leader (ex-CEO for IBM) with all necessary connections to possible partners
They are new on the scene but have been working on this issue (with IBM before spinoff) since 2012
They appear to have some nascent partnerships at least being explored
They are private, so you can’t invest to hedge your bets


2. According the HG Genuine, none of the 400G+ options are ready for prime-time (all have remaining major issues to resolve)

3. I can’t remember why, but my feeling that we aren’t working with Rockley got stronger today (I think we heard of them working with other competitors?)

4. This is one of the first conferences where I’ve seen our name and our logo so often and so centrally referenced in the discussion.

5. Even for a man obviously comfortable with superlatives, Jose launched extraordinary words of support for LWLG

6. I think we have the pole position. But based on Jim T’s comments, the sales cycle may begin later than we’d hoped and there is time to be passed by others if we are not fleet of foot.

Other’s thoughts and evaluations of today?

~ yanqui