Lightwave Logic Inc (LWLG)

[jeunke22]

That’s the attitude.
Negotiations are on different supply chain levels and for different value propositions. For Lightwave the objective is to maximise long term recurring revenue based on material, device or royalty income. The challenge is to create revenue and margin not just on the hardware or technology, but also to capture a justifiable part of the downstream cost - and power consumption savings. Also CEO’s , e.g. Tom Caulfield from GFS, have understood they make large capital investments ( run risk) and create relatively low ROI’s, whereas up stream design companies use these third party fabs are lean ( on assets) and generate exceptional results. Foundries want a part of the up - and down stream value creation as well. Put simple they want more wafer volume and want a part of the down stream margins as well ( HPC’s and telecom users). Lightwave has the advantage that it enables fabs to enter a new, fast growing photonics market with relative ease ( no meaningful investments, standard production ) and higher ROI’s. A win win.