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Alias Born 04/22/2010

Sunday, July 10, 2022 7:19:26 PM

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2H22, could it be 3Q? Inquiring minds want to know!! All I can say is I trust my source as being honest and reliable, and no this source of mine it is NOT an Insider of LWLG

If you think about it logically it does make a lot of sense though, reasons why?

1) the miss of the ASM (Foundry) partner goal I believe was not due to LWLG but to Foundry mistake which delayed a targeted release date that was previously announced as end of April 2022

2) Lebby very likely knows very well what caused that delay of the expected release, and Lebby is VERY CONSERVATIVE, so it would make sense that the window he gave as 2H22 would be VERY CONSERVATIVE as well, so put this all together and it is not too hard to envision the actual new target date being in 3Q and that 2H22 provides additional cushion just to be sure the new target is definitely met

3) Lebby gave target dates for 5 Foundries, 2 of them being 2H22 and 3 more being EITHER 2H22 or 1H23, so Lebby obviously has specific reasons to expect success in 2022 at 2 of these Foundries, again seeing that Lebby is VERY CONSERVATIVE, I doubt that he would not be adding cushion in these target dates of the guidance he has given especially based on the fact that the ASM (Foundry) partner goal was missed
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