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MarcoPolo4

03/01/25 7:16 PM

#211839 RE: x993231 #211838

I would agree that there is a reasonable outcome of a large chemical company like Dupont making an offer to buy the company. The likelihood of polymers being taken up widely is greater in the hands of a big company. A large and financially strong company can get fair treatment in negotiations with customers as opposed to LWLG that has to withstand directives, changing demands and hardball negotiating as customers know Lightwave's financials are not strong enough to wait for deals to happen especially with a sinking share price.

Large companies will buyout small companies and not worry about having immediate revenues as long as they know the future is bright as far as the technology is concerned. A chemical company would be seen as a neutral entity and there would be no risk of it competing in PIC manufacture. Waiting too long to get into development using polymers could be problematic for some companies as a large chemical company has the ability to meet sudden demand better than a small company like LWLG so that could raise more competitors using polymers first in their PICs.

There is the issue of possibly having to litigate patent infringers in the future as China, South Korea and NLM in the US are making advancements with polymers. License fees will be part of the revenue stream for LWLG or its acquirer. Patent litigation is very lengthy and costly and a large company can better win in those situations.

When Michael Lebby was asked "what company would be likely to buy LWLG" and his answer was "a wealthy one". We took that to mean, they will pay a lot to get the technology. I think the reality is that a large and WELL FUNDED company can handle the issues above better than a lesser one.
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WooptdooU

03/02/25 4:47 AM

#211842 RE: x993231 #211838

Bwahaha, next up, please help! Ignore the fact, the INSIDERS punched shareholders in their face. Ignore, and hope for the next hope.
No justice toward lebby or marcinobodi or the UNadmiral or enabler bocci? Cowardice...oh, no, it's just how one looks at this...half full, right?
Can't wait to see your bar time this year " " poster....shareholder rep, you!
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Rocking Jack

03/02/25 1:11 PM

#211862 RE: x993231 #211838

That was my thought too since we have a Dupont man on the board.