Lightwave Logic Inc (LWLG)

[tedpeele]

Steven: AI weighs in on Nov-4 collaboration:

After many queries and clarifications, chat gpt weighed in. I must preface by saying it did not look at the issue of whether the language meant current Global Fortune 500 as implied, or not:

Stage-3 Polariton/Plasmonic Program Customer

Estimated probability: 45–50%

*AMF referenced as an existing foundry partner; incremental AMF work aligns with prior Polariton platform runs.

*Stage-3 designation fits a mature program preparing for pilot fabrication or platform readiness.

*Could be a customer leveraging the Polariton/plasmonic EO-polymer platform.

*Timeline and language are consistent with Stage-3 plasmonic program development.



Stage-3 Tier-1 Asian Customer Progressing from Stage-2

Estimated probability: 40–45%

*Stage-2 in late July/early August aligns with 3–6 month duration plausible Stage-3 by Nov?4.

*Denver lab activity in Stage-2 involved internal testing, polymer application, and design validation.

*Likely no involvement of AMF at Stage-2, so incremental AMF work in Nov 4 likely refers to prior platform-level development, not this customer.

*Consistent with a natural Stage-2 Stage-3 progression.


Non-Plasmonic SOH Customer Independent of Polariton/AMF

Estimated probability: 10–15%

*PR mentions “silicon photonics PICs integrated with Perkinamine® polymers” — broad enough to allow non-plasmonic interpretations.

*Could be an independent customer validating EO polymer on their own modulators.

*Less likely due to reference to AMF incremental work.

*Absence of “plasmonic” language is not strong evidence against plasmonics, since Stage-3 plasmonic programs have longer timelines and shareholder communications may avoid signaling delays.


Summary:

Most likely scenarios: either a Stage-3 customer leveraging the Polariton/plasmonic platform at AMF, or the Stage-3 Tier-1 Asian customer advancing from Stage-2.

Non-plasmonic independent customer scenario is less likely.

Probability of involving plasmonic EO-polymer integration remains substantial.

I am still awaiting feedback from the company.

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