Summary of Lightwave Logic FY Conference Call Company Overview - **Company**: Lightwave Logic (NasdaqCM: LWLG) - **Industry**: Optical Networking and AI Networking Hardware - **Key Technology**: Development of electro-optic polymer materials, specifically Perkinamine, which allows modulation of light at speeds exceeding 100 billion times per second [2][3][4] Core Points and Arguments - **Technology Significance**: The ability to modulate light quickly is crucial for optical networks, enhancing data transmission rates over fiber optics [3][4] - **Material Development**: Lightwave Logic has transitioned from research to commercialization, focusing on the productization of their electro-optic polymer materials [6][20] - **Management Changes**: A new management team has been established to drive the company towards product development, including hiring a new CTO and VP of Engineering with extensive industry experience [6][7][9] - **Market Opportunity**: The addressable market for transceivers and co-packaged optics (CPO) is projected to approach $30 billion by 2028, with the modulator segment estimated between $1 billion and $2.5 billion [20][24] - **Revenue Model**: The business model combines material sales with reference designs and process design kits, aiming for gross margins exceeding 60% [24][33] Industry Dynamics - **AI Networking Demand**: The increasing demand for high bandwidth and low power consumption in data centers is driving innovation and engagement with potential customers [10][40] - **Competitive Landscape**: Lightwave Logic's polymer technology is positioned against traditional materials like silicon photonics and lithium niobate, with advantages in speed, power consumption, and integration capabilities [18][31] - **Reliability Breakthrough**: A significant milestone was achieved in 2025 when the company passed reliability tests for their materials, enhancing market confidence [19][40] Future Directions - **Expansion into Quantum Computing**: Lightwave Logic is exploring opportunities in quantum applications, establishing partnerships to build a quantum ecosystem [21][23] - **Production Infrastructure**: Investments are being made to scale production capabilities in preparation for anticipated revenue growth in 2027 and 2028 [44][46] - **Customer Engagement**: The company has secured engagements with major Fortune Global 500 companies, validating its technology and market position [27][39] Financial Position - **Cash Reserves**: The company entered 2026 with over $70 million in cash, providing a strong runway for continued investment and growth [33] - **Burn Rate**: The current burn rate is approximately $20 million, with expected increases in investment for production and technical support [44] Additional Insights - **Intellectual Property**: Lightwave Logic holds over 80 patents, covering various aspects of their technology, which is crucial for competitive advantage [16][32] - **Geopolitical Stability**: The company is not significantly affected by geopolitical issues, as its raw materials are widely available and it does not rely on rare earth materials [32] This summary encapsulates the key points discussed during the Lightwave Logic FY Conference Call, highlighting the company's technology, market opportunities, competitive positioning, and future strategies.

Investor Presentation January 2026 Forward Looking Statements This slide presentation contains "forward-looking statements" and "forward-looking information" within the meaning of the Private Securities Litigation Reform Act of 1995. This information and these statements, which can be identified by the fact that they do not relate strictly to historical or current facts, are made as of the date of this presentation or as of the date of the effective date of information described in this presentation, as app ...

Core Insights - Lightwave Logic and QPICs have signed a memorandum of understanding (MOU) to develop Process Design Kits (PDKs) for photonic quantum circuits, aiming to enhance the commercialization of quantum technology [1][2] Company Overview - Lightwave Logic, Inc. is a technology platform company that utilizes proprietary electro-optic (EO) polymers to transmit data at higher speeds with lower power consumption, suitable for telecommunications and potentially for generative AI applications [4] - QPICs is focused on making photonic integrated circuit fabrication seamless and scalable, facilitating rapid prototyping and custom production runs for innovators in the quantum technology space [5] Collaboration Goals - The partnership aims to accelerate the production timelines for quantum computing customers by allowing them to design custom solutions based on silicon circuits without extensive modifications to existing manufacturing processes [2][3] - Both companies emphasize their shared commitment to disruptive innovation and the strategic advantage of their proximity, which will enhance collaboration efficiency [3] Funding and Infrastructure - QPICs is establishing a leading quantum technology fabrication facility in Boulder, Colorado, supported by over $160 million in funding from the US Department of Commerce's Tech Hub initiative and partnerships with the State of Colorado and New Mexico [5]

Core Viewpoint - Lightwave Logic, Inc. has appointed Dr. Aref Chowdhury as the new Chief Technology Officer & Head of Strategy, effective January 1, 2026, bringing extensive experience in disruptive optical technologies and intellectual property [1] Company Summary - Dr. Chowdhury previously served as Vice President Strategy and Chief Technology Officer of Network Infrastructure for Nokia, where he led a $10 billion annual revenue business group [1] - The company focuses on leveraging proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a compact form factor [1]

Presentation to be webcast live at 3:00 p.m. ET on January 16 ENGLEWOOD, CO / ACCESS Newswire / January 8, 2026 / Lightwave Logic, Inc. (NASDAQ:LWLG) (the "Company"), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, announced today that CEO and President Yves LeMaitre will virtually attend and present at the 28th Annual Needham Growth Conference on January 16, 2026. ...

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Market Overview - U.S. stocks traded mostly lower, with the Dow Jones index falling more than 250 points, down 0.52% to 48,164.83, NASDAQ down 0.37% to 22,971.25, and S&P 500 down 0.56% to 6,778.08 [1] - European shares were lower, with the eurozone's STOXX 600 slipping 0.64%, Spain's IBEX 35 Index down 0.69%, London's FTSE 100 down 0.92%, Germany's DAX 40 down 0.85%, and France's CAC 40 declining 0.40% [5] - Asian markets closed lower, with Japan's Nikkei down 1.56%, Hong Kong's Hang Seng down 1.54%, China's Shanghai Composite down 1.11%, and India's BSE Sensex down 0.63% [6] Economic Indicators - U.S. retail sales were flat for October compared to September, down from a revised 0.1% gain in the previous month and below market estimates of 0.1% growth [7] - The U.S. economy added 64,000 jobs in November, compared to a loss of 105,000 in the previous month and above market estimates of a 50,000 increase [9] - The U.S. unemployment rate rose to 4.6% in November from 4.3% in the previous month, marking the highest reading since September 2021 [9] - Average hourly earnings for private nonfarm payrolls rose by 0.1% month-over-month to $36.86 in November, compared to a 0.4% rise in the previous month [9] - U.S. business inventories increased 0.2% month-over-month in September, in line with market estimates [9] - The S&P Global flash composite PMI declined to 53 in December, the lowest reading in six months, down from 54.2 in November [2][9] Commodity Market - Oil traded down 2.9% to $55.17, while gold traded up 0.5% at $4,357.00, silver up 0.1% to $63.59, and copper down 1% to $5.3560 [4] Company News - SRx Health Solutions Inc shares surged 92% to $0.59 after announcing an agreement to acquire EMJ Crypto Technologies [8] - Rezolve AI PLC shares rose 34% to $3.12 following preliminary December revenue results [8] - Cementos Pacasmayo SAA shares increased 48% to $10.25 after Holcim signed an agreement to purchase 50.01% of the company's owner [8] - Zynex Inc shares dropped 53% to $0.31 after entering Chapter 11 court-supervised financial restructuring [8] - Lightwave Logic Inc shares fell 19% to $3.05 after announcing the pricing of an 11.67M share common stock offering [8] - Navan Inc shares decreased 17% to $12.21 after reporting third-quarter results [8]

Market Overview - U.S. stock futures are lower, with Dow futures down approximately 0.2% [1] Company-Specific Movements - Lightwave Logic Inc (NASDAQ:LWLG) shares fell 14.5% to $3.22 in pre-market trading following the announcement of a $35 million public offering of common stock [1] - Ascent Solar Technologies, Inc. (NASDAQ:ASTI) shares decreased by 15.1% to $3.54 after a previous increase of 34% on Monday [2] - Fractyl Health Inc (NASDAQ:GUTS) shares dropped 10.4% to $2.00 in pre-market trading [2] - Ready Capital Corp (NYSE:RC) shares fell 9% to $2.12, despite declaring a quarterly cash dividend of $0.01 per share for the quarter ended December 31, 2025 [2] - Cellectis SA (NASDAQ:CLLS) shares declined 8.4% to $4.39 following arbitration results with Servier [2] - Destiny Tech100 Inc (NYSE:DXYZ) shares decreased by 7.4% to $31.59 [2] - Kyverna Therapeutics Inc (NASDAQ:KYTX) shares fell 7.2% to $10.04 after announcing a $100 million offering [2] - Maase Inc (NASDAQ:MAAS) shares dropped 6.3% to $4.16 [2] - Argo Blockchain PLC – ADR (NASDAQ:ARBK) shares fell 6% to $5.32 after an 18% decline on Monday [2] - Canopy Growth Corp (NASDAQ:CGC) shares decreased by 5.4% to $1.57 [2] - Neogen Corp (NASDAQ:NEOG) shares fell 4.5% to $6.54 [2]

Market Overview - U.S. stock futures are lower, with Dow futures down approximately 0.2% [1] Company-Specific Movements - Lightwave Logic Inc (NASDAQ:LWLG) shares fell 14.5% to $3.22 in pre-market trading following the announcement of a $35 million public offering of common stock [1] - Ascent Solar Technologies, Inc. (NASDAQ:ASTI) shares decreased 15.1% to $3.54 after a previous jump of 34% on Monday [2] - Fractyl Health Inc (NASDAQ:GUTS) shares fell 10.4% to $2.00 in pre-market trading [2] - Ready Capital Corp (NYSE:RC) shares dipped 9% to $2.12, despite declaring a quarterly cash dividend of $0.01 per share for the quarter ended December 31, 2025 [2] - Cellectis SA (NASDAQ:CLLS) shares declined 8.4% to $4.39 following arbitration results with Servier [2] - Destiny Tech100 Inc (NYSE:DXYZ) shares decreased 7.4% to $31.59 [2] - Kyverna Therapeutics Inc (NASDAQ:KYTX) shares fell 7.2% to $10.04 after announcing a $100 million offering [2] - Maase Inc (NASDAQ:MAAS) shares dropped 6.3% to $4.16 [2] - Argo Blockchain PLC – ADR (NASDAQ:ARBK) shares fell 6% to $5.32 after an 18% decline on Monday [2] - Canopy Growth Corp (NASDAQ:CGC) shares decreased 5.4% to $1.57 [2] - Neogen Corp (NASDAQ:NEOG) shares fell 4.5% to $6.54 [2]

Company's total cash position expected to be approximately $70 million following closing ENGLEWOOD, CO / ACCESS Newswire / December 15, 2025 / Lightwave Logic, Inc. (NASDAQ:LWLG) (the "Company"), a technology platform company leveraging its proprietary electro-optic (EO) polymers to transmit data at higher speeds with less power in a small form factor, today announced the pricing of its underwritten public offering of 11,666,667 shares of common stock. The gross proceeds of the offering are $35 million, ...