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Technology Stocks : Lightwave Logic, Inc.

LWLG 4.655

-3.9%

Nov 17 3:59 PM EST

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From: gatesoft	10/2/2008 9:06:34 AM
	4 Recommendations of 1811

What would Dupont,IBM, Cisco or Intel pay for LWLG's IP estate NOW? What is LWLG worth? Let's look at the world of biotechs. Now you may wonder, what do biotech companies have to do with LWLG? Well, the biotech world is currently experiencing revolutionary breakthroughs that will change the healthcare world as we know it. RNA Inteference (Sirna Therapeutics & Alnylam Pharmaceuticals) , Antisense therapy (ISIS) and ZFP therapeutics (Sangamo) are all cutting edge technologies working to regulate the activity of genes. Think about this, 2 years ago Sirna Therapeutics was sold to Merck for $1.1 Billion. Merck paid this large amount of money for a company with no near term revenues (for at least 5 yrs.) and a small percentage (approx. 20%) of the RNA Inteference IP estate. Alnylam which owns a majority (approx. 60%) of the RNAi IP estate is currently valued at $1.2 Billion (in a severe market contraction). However, RNA inteference is not the only game in town. Sangamo's ZFP TF's are probably more potent at regulation of genes in that the ZFP TF's can activate or supress specific genes. (RNAi can only supress). Now let's get back to our prize catch, LWLG. LWLG is really the only game in town in the world of electro-optic polymers. LWLG is the only company that can boast that it dominates the IP estate for the molecule which allows light to control light (the "third order effect"). The applications for this molecule are numerous and the potential revenue stream gargantuan (plus near term revenues-low hanging fruit). I have heard others speculate that if this company were bought out it could be in the range of $80 to $100 per share (35 million shares outstanding). That currently values the company at somewhere between $2.8 and $3.5 Billion. It is my very humble opinion that this company worth way more. What do you think? Imagine a company within the next 5 to 10 yrs. generating revenues of $5 Billion a year with profit margins of 80 to 85%. GATES.

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