Lightwave Logic Inc (LWLG)

[prototype_101]

SNN Interview Lebby, LWLG will be UBIQUITOUS!!

1) Semiconductor modulators are a SUNSET business

2) LWLG Polymer modulators are a SUNRISE business

3) LWLG modulators are already more than 3x the speed

4) LWLG modulators are Order of Magnitude Lower Power

5) Many Customers & Partners all under NDA currently

6) Many Foundries implementing LWLG technology in PDK's

7) at OFC 2022 "gloves were off" and the Customer Base was opening discussing the imminent need for LWLG technology where in previous years such discussions were only behind closed doors under NDA

8) at OFC 2022 (at 27:33 marker) Lebby said "so now it is not a case of Lightwave Logic pushing its Polmer technology, it's a case of Lightwave Logic be dragged along by the Customer base saying >> hey this is really cool, we need to utilize this technology!!"

9) LWLG Polymers are in fact just as Reliable/Robust as Semiconductors

10) Downside Risk is that LWLG Technology adoption does not become UBIQUITOUS (think PPS $1000+) but instead only adopted by a handful of Customers (think LWLG PPS $100+)

Listen to the whole 53 minute Interview here,

Note: Lebby mistakenly said LWLG has Cash to early 2023 when in fact LWLG has Cash to early 2024!!

also note REVENUES from Foundry deals, read this >>

Commercialization (via the first major revenue event) begins with the first foundry deal this year, not in 2024 during "commercialization ramp".

This is straight from the company during the shareholder meeting Q&A session in response to a question Egidio77 asked at 1:03:50 to clarify the difference between partnership and commercialization.

"When you take a look at the royalty plan, There's dollars that come into our pocket when someone signs up, Ok. And then there'll be royalties based upon the devices that they sell. And I think tech transfer really gets into where you're working with the foundries, working very tightly with the foundries to come up with the different PDKs, which means you just don't hand them a recipe and turn them loose. We have to work with them and gets lots of wafers back, test those wafers, go back to them, because we have to give them feedback on everything before we, ya know. So I think that's where the tech transfer is, versus just if we have all these patents and you want to use it for type X work. Then we could just give it to you and you'll just pay us a fee for doing that. The tech transfer means we are working very closely with them, and we're doing that today. And by the way, they are excited to work with us."

-Jim Marcelli, COO

and of course.....

My philosophy is to just be honest and balanced, and let the market decide if it agrees or not.

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