AI
Sunday, September 24, 2023 11:30:40 AM
Heylbroeck
Re: None
Friday, March 10, 2023 10:15:52 AM
Post# 134938 of 159333
Worth copying KCC's comment on Reddit here as well:
"My goal is to have a brief OFC summary posted later today or tomorrow at the latest.
I briefly skimmed MrSmiths thread and all I have to say is that LWLG just told us a licensing agreement is near term. And we were told again company provided timelines are intact. So…a licensing agreement by the May meeting.
Also - more significantly, which I will put in my summary, but Lebby had lunch with Andy B. from Arista earlier this week. I’ve always known Andy is highly respected and intelligent, but watching and hearing him speak at OFC was eye opening. He is off the charts intelligent. Anyway…in the Rump his take on polymers was that high volume manufacturing is coming, but reliability needs to be proven. I discussed his view with Lebby after and Lebby said “I told Andy that box is already checked off”."
I guess a lot of people are looking forward to your feedback, KCCO7913.
Source: https://www.reddit.com/r/LWLG/comments/11niuj7/comment/jbofbib/?utm_source=share&utm_medium=web2x&context=3
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171410725
But T.P. claims:
. His email said at the earliest production would begin in 2026.
Your interpretation:
Andy spoke in the rump session AFTER he had presumably met with Dr Lebby, which is interesting given what he said. He's not talking about mass production here, he's talking about the STARTING point of production as being 2026!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=171484127
But Andy said "in production" he didn't say "earliest production". He could have been referring to full production, mainstream adoption. He is not a LWLG insider.
