Lightwave Logic, Inc. · NASDAQ:LWLG
Lightwave Logic — Investor Presentation (May 2008)
17 slides from Lightwave Logic's investor presentation, May 12, 2008
Slide 1: Lightwave Logic, Inc. Investor Presentation
Lightwave Logic, Inc. Investor Presentation May, 2008
Slide 2: Forward-Looking Statements
Forward-Looking Statements The information contained in the presentation contains forward-looking looking information. You can identify these statements by use of the words "may," "will," "should," "plans," "explores," "expects," "anticipates," "continues," "estimates," "projects," "intends," and si
Slide 3: Capital Structure
Capital Structure TICKER: LWLG .OB Market Cap……………………………… ….. $ 89 M Shares Outstanding ... …………….………… 35M Recent Price ………………………………… $ 2.45 Float …………………………………………… 10M 52-wk range………………………… $0.40-$2.66
Slide 4: Platform Technology Enables Multiple Verticals
Platform Technology Enables Multiple Verticals Platform Materials Technology: High speed, 2D array-able, stable, electrooptic plastic Eg 1024x1024 array “ Supercomputer for the rest of us ” Parallel Processing Tasks Lightwave computing co-processor engine Microprocessor, I/O, electronics 1,000,000 x
Slide 5: Beachhead Strategy Reduces Risk
Beachhead Strategy Reduces Risk Market Risk Technical Risk TIME Existing $140M/yr market: High speed, long reach, communications modulators New market: “Supercomputers for the rest of us” Image recognition Speech recognition
Slide 6: Lightwave Logic will Sell Components & Subsystems
Military/Security Datacom Telecom Consumers Telco/datacom Systems Supercomputers for the rest of us Beachhead Business Follow-on Opportunity Components Layer Lightwave Logic will Sell Components & Subsystems Customer layer Engineered materials Raw Materials Lasers Line cards Sub-System Layer Sub-Sys
Slide 7: Why you should care: Supercomputers for the rest of us
Why you should care: Supercomputers for the rest of us Compute power/watt and footprint have emerged as major issues. Recognition and cognition tasks require vast compute power. Lightwave computing holds the potential to be low power and low cost with 1,000,000 times the compute power of silicon wit
Slide 8: Goal: Replace Lithium Niobate Modulators
Goal: Replace Lithium Niobate Modulators Attack existing $140M/yr. market Advantages: Equivalent optical performance Smaller Lower power Simpler, cheaper drive electronics Benefits: Lead to network elements with lower power consumption, lower cost, and higher port density.
Slide 9: Modulators go in Transceivers (and on Line Cards)
Modulators go in Transceivers (and on Line Cards) 2007 Act. 10G: $717M 40G: $57M Total: $774M 2011 Est. 10G: $816M 40G: $636M Total: $1,452M Sources: Light Counting (Transceivers)
Slide 10: Beachhead: External MZ Modulator Market
Beachhead : External MZ Modulator Market Source: LightCounting 2008 Estimated TAM = $140Million Source: LightCounting UNIT VOLUMES: MZ Modulators Application Data Rate 2005 Act. 2006 Act. 2007 Act. 2008 Est. 2009 Est. 2010 Est. 2011 Est. SONET OC-192 (80 km) 29,918 42,549 33,167 34,017 29,208 20,251
Slide 11: Major Customers & Competitors
Major Customers & Competitors Transceiver Vendors: Potential Customers JDSU/Mintera Stratalight Opnext Optium Yokogawa Opnext Emcore Optium Finisar Bookham 10G 40G System Vendors: Potential Customers Alcatel-Lucent Huawei Nokia Siemens Networks Nortel Ericsson/Marconi NEC Fujitsu Cisco Tellabs ZTE C
Slide 12: Fundamental Enabling Technology
Fundamental Enabling Technology Lightwave Logic’s ring locked perkinamine molecule is a radical departure from the CLD (Cheng-Larry Dalton) approach that has been pursued for over half a century. Lightwave Logic’s dual bond perkinamine chemistry solves the stability problem by creating a stronger st
Slide 13: Intellectual Property
Intellectual Property 5 patent applications covering molecular designs applied for worldwide : Tricyclic Spacer Systems For Nonlinear Optical Devices Anti-Aromatic Chromophore Architectures Heterocyclical Anti-Aromatic Chromophore Architectures Heterocyclical Chromophore Architectures Heterocyclical
Slide 14: Team
Team Hal Bennett: CEO For the past decade, Mr. Bennett has acted as an innovation advisor to the Fortune 500, including DuPont, 3M and Sun Microsystems. Prior to that Mr. Bennett turned around Research Systems, Inc., a scientific software company, which was acquired by Kodak. Before that, he gained
Slide 15: Timeline
Timeline Hal Bennett Joins Lightwave Logic March 2007 2008 William Pickett joins BOD January 2008 Chemical spacer system completed May 2007 Materials Completed March 2008 Anticipated prototype fiber optic modulator Q2, 2008 Materials Tested April 2008 Terry Turpin joins Lightwave Logic March 2008
Slide 16: Summary
Summary Potential Upside: 1,000,000 x silicon computing power. Immediate beachhead $140M opportunity. Core enabling technology platform. Strong IP. Experienced management that continues to grow.
Slide 17: Contact
Contact: Hal Bennett, CEO Email: bennett@lightwavelogic.com Phone: (707) 256 3656