Replies to post #212959 on Lightwave Logic Inc (LWLG)

[LutherTiggs]

Able to view. Thanks for posting. And thanks Lewrock.

[tedpeele]

Eye-openers from the Transcript:

If you disagree please indicate why you think I've mis-interpreted:

1. Lightwave is exiting the device market entirely. They won't be making their own modulators or waveguides or anything else like that anymore. Rather, they will ONLY be suppling polymer material to be used inside other people's modulators along with lasers, and other components onto a single chip (PIC). Yves said the discreet modulator approach didn't scale -- the big boys want their OWN PICS (laser, modulator, receiver) - that they can scale using their own foundries they are comfortable with.

2. The potential serviceable market for Lightwave may not be $1 - $2.5 billion. That's the MODULATOR market, but now that Lightwave will only be supplying material to enhance other people's modulators, Lighwave will get percentage of that market. What will that percentage be?

3. 4 years of commercial foundry work - pros and cons The initial goal of using foundries to create a usable end product failed to gather traction as the industry wanted to use their own foundries with a more fully integrated approach. Proto's fanciful "dozens" of foundries on 3 different continents was totally wrong - the industry just wasn't going that way and that's why we only heard about the work at AMF. The device work Lightwave engaged in with foundries for the last 4 years primarily will be used to demonstrate the POTENTIAL for polymers to be scalable and reliable using OTHER people's devices and PICS.

4. Lightwave is now addressing a brand new set of potential customers

although the end users of our material remain the same, our new go-to market strategy requires us to engage with a different set of customers

Wow. This is a huge disappointment as so much time was lost. They are not engaging with the tier1 transceiver companies anymore - rather they are engaging with "silicon photonics design houses".

5. 18-24 months if all goes well. The process(if successful) takes 18-24 months from initial engagement to volume production. This is why Yves said time is critical - that 18 months hasn't begun with a first partner yet. Yves said the polymer is ready - but that is only as good as they have been able to test. Will it hold up similarly inside the PICS they will be working with? That remains to be seen.

..

[AlbertoBe]

Perfect and keeping the highlights.
Thanks X

(also dropbox user)

[gio]

Thanks X and thanks Lew!

[prototype_101]

worth another LQQk, Lightwave transcript with highlights compliments of Lewrock

https://www.dropbox.com/scl/fi/dzsc7lf2o6ut4umlcjz3i/2025-031-3-LWLG-Special-update-call-transcript.docx?rlkey=t77xdl8ww9a19tmhj7vvx7wdt&dl=0

You do not have to sign into dropbox to view it.

Yves LeMaitre, who recently took over as CEO of Lightwave Logic from Michael Lebby, argues that the next two years will be the most critical for success. The technology has been proven, but are the customers ready to take the risk?

https://www.lightcounting.com/research-note/february-2025-the-ironman-marathon-for-new-optical-materials-394

Data Center Front-End Networks & AI Back-End Networks plus the many other Verticals including Computing, LIDAR, Sensing (Medical), Space (Satellite), etc will be enabled using LWLG's Polymers, investors don't be conned by the Shorts this technology has been sought after by all the biggest companies for the past 40+ years and is worth MANY BILLIONS $$

Lebby just before his departure in a podcast CONFIRMED that LWLG Polymers passed the "Failure Mechanisms" testing's with flying colors, which is a Final Testing Requirement done in QUALIFICATIONS just before the technology gains Customer Acceptance!!!

This is HUGE!!!! read all about it here,
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175609637

The Industry worked extremely hard in the 80's and 90's for the holy grail of Photonics development which was a stabile Polymer but was largely unsuccessful in ALL their efforts including the largest companies, the government, DOD, DARPA etc

IBM, Lockheed Martin, DuPont, AT&T Bell Labs, Honeywell, Motorola, HP, 3M, and others in addition to numerous universities and U.S. Government Agencies, have attempted to produce high-performance, high-stability electro-optic polymers <<<< literally in the Billions R&D $$ were spent to try to do what LWLG has done!!

Grifter Shorts Must Return 20 MILLION Borrowed Shares!!!! Then tell me about the PPS, it will be higher than the $20 high set back in 2021!!!

If Shorts think that 109 million Retail Longs are going to capitulate their shares NOW just because they are manipulating the price lower with their low volume high frequency manipulation games, they have an even more serious mental issue than their knuckleheaded continuous stream of bullshit posts here would indicate!! No, instead the 109 million Retail Longs that have been PERFECTLY STEADY here for the LAST 3 YEARS will only GROW in numbers as the manipulation games continue up until the day LWLG drops the first Tier 1 bomb on them, then like all good little cockroaches they will all be scrambling for the EXIT at the same time trying to escape their own annihilation!!

If the Institutions & Shorts are supposed the smart money then you better be buying LWLG hand over fist because these are EXACTLY who has been funding the LWLG Operating Budget these past 3 years, Lewrock put the data together showing that in the last 3 years Retail Investors have remained perfectly steady at 108 million shares ownership, LWLG has been 100% financed on the backs of Institutions & Shorts!!

WAKE ME WHEN 20 MILLION SHORTS HAVE COVERED BEFORE YVES INKS THE FIRST OF MANY TIER 1 DEALS!!!!