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Saturday, March 07, 2026 1:18:08 PM
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. 🚀
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. 🚀
Bullish
Recent LWLG News
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/30/2026 01:28:01 AM
- Lightwave Logic (LWLG) intellectual property advisory engagement supports licensing model expansion • IH Market News • 04/29/2026 02:28:14 PM
- Lightwave Logic Engages Michael Best as Strategic Intellectual Property Advisor • ACCESS Newswire • 04/29/2026 12:30:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/21/2026 12:02:14 PM
- Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 04/21/2026 12:00:10 PM
- Lightwave Logic Announces Scheduling of Annual Shareholder Meeting • ACCESS Newswire • 04/14/2026 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/10/2026 10:37:55 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/10/2026 09:22:42 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 04/10/2026 08:38:42 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 04/10/2026 08:31:19 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/08/2026 11:50:53 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/07/2026 08:07:26 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/07/2026 07:42:29 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/06/2026 08:06:59 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/03/2026 01:47:09 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:39:13 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 08:14:40 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:52:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 07:02:07 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/31/2026 08:01:17 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/30/2026 08:03:59 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/25/2026 08:53:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/25/2026 08:49:55 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/24/2026 08:34:36 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/20/2026 09:03:10 PM
