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Re: KCCO7913 post# 230782

Saturday, 03/07/2026 1:18:08 PM

Saturday, March 07, 2026 1:18:08 PM

Post# of 231524
This was a fantastic presentation. Many of the points discussed today are things long-term shareholders have been waiting to hear for years.

What stood out to me most was the confidence of the CEO. Yves clearly stated that 2026 is the make-or-break year for Lightwave Logic. Interestingly, he also mentioned that while the market might give the company another year, he personally would consider that a failure. That is a very strong and confident statement.

I was actually the one who asked the first online question about the foundries. The entire LWLG – customer – foundry ecosystem is becoming much clearer now. It feels like the key partners are already largely in place:
4 foundry agreements already signed,
3 additional foundries under discussion,
and apparently even more potential partners in the background.
That is extremely important because broad foundry availability is what ultimately enables industry-wide adoption.

Another key takeaway was the Total Addressable Market. Yves mentioned a market of roughly $26 billion and growing rapidly. Even him assuming a rather conservative 5–10% market share, that would imply around $1–2 billion in annual revenue potential. Using a typical tech multiple of roughly 15–20x, which he even suggested might be conservative given the AI wave, the valuation potential becomes very significant.

Personally, I keep telling everyone around me — and I act accordingly myself — accumulate before the rocket launches.

Opportunities like this rarely appear.

Once in a lifetime. 🚀
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