LWLG website — full-site archive (2026-04-27 scrape)

Comprehensive scrape of lightwavelogic.com performed 2026-04-27. Captures the full press-release archive (2006-2026), all investor presentation decks, conference talk decks, transcripts, governance documents, and team-page snapshots, cross-referenced against the LWLG EDGAR record (CIK 0001325964).

Local artifact root: /tmp/lwlg_site/. Canonical index: /tmp/lwlg_site/index.json.

Confidence: ✓ verified primary source · ◐ partial / proxy source · ⚠ inferred / unverified

Scrape summary

Artifact type	Count	Notes
Press releases	429	2006-12-13 → 2026-04-14 (full archive). 84 (~20%) coincide with an 8-K filing within ±2 days; 345 are routine IR/conference/technical-marketing PRs not 8-K-mandated.
Investor presentation decks	4	May 2025 deck, January 2026 deck, March 5 2026 Q4-2025 slides, November 25 2025 corporate-update slides.
Conference / public-talk decks	4	PIC International 2024, OFC Workshop 2024 (Heterogeneous Integration), ECOC 2024 Market Focus, PIC International April 22 2026.
Transcripts	2	2022 Annual Shareholder Meeting; March 5 2026 Q4-2025 earnings call.
Governance PDFs	4	Audit / Compensation / Nominating Committee Charters; Code of Ethics & Business Conduct.
Team-page snapshots	3	Executive Team, Board of Directors, Advisory Board (full HTML + extracted text).
EDGAR 8-K filings cross-checked	153	2007-2026 from CIK 0001325964 submissions JSON.

Site structure (per `/sitemap.xml`)

26 pages enumerated by the sitemap (lastmod range 2025-05-05 → 2026-04-22). Notable:

/press-releases — the PR archive iframes feed from https://feeds.issuerdirect.com/news.html?symbol=LWLG which itself fetches from https://www.accesswire.com/qm/data/getHeadlines.json?topics=LWLG (the QuoteMedia API used by the issuerdirect.com IR-services platform). The site does not mint per-PR landing pages for historical releases — it relies on the third-party feed. The sitemap has only ONE individual press-release URL (/press-releases/silterra-silicon-photonics-platform-..., lastmod 2026-03-03) suggesting LWLG occasionally creates a static landing page for “headline” releases but did not retrofit this for the historical archive.
/events-presentations — investor decks + earnings transcripts.
/technical-presentations — conference talk decks.
/sec-filings — iframes the EDGAR aggregation.
/executive-team, /board-of-directors, /advisory-board — current org chart.

Investor decks — chronological delta analysis

May 2025 deck (`Lightwave_Logic_Investor_Presentation_-_May_2025.pdf`, 1.5 MB)

TAM $24B / SAM $1.0–2.5B by 2028 introduced (matches Jan 2026 deck, slightly earlier vintage).
“1 customer in Stage 3” + “20+ currently in Stage 1 or 2” — this is the earliest LeMaitre-era publicly-disclosed Stage-3 count. Targets “3-5 customers by [2027 & 2028 volume ramp].”
Materials + IP/PDK licensing/royalty dual-model gross-margin construct explicitly framed for the first time. Polymer “PDK” royalties + materials sales.
Reference to “encouraging engagement and customer response to change in go-to-market strategy” — confirms the LeMaitre Q1-Q2 2025 strategic-review-and-pivot narrative.

November 25 2025 corporate-update slides (`final-112525-lightwave-logic-inc-update-call-13757013.pdf`, 105 KB)

Q3 2025 revenue $29K disclosed.
Names a second Fortune Global 500 customer entering “provisional Stage 3” (explicit application: 400G CPO / co-packaged optics) — incremental over the Nov 4 2025 first-F500 PR.
LeMaitre confirms (in transcript): first production revenues expected 2027; 2026 revenues “limited.”
Confirms AMF (LWLG’s Advanced Micro Foundry partner) was acquired by GlobalFoundries Nov 17 2025 — discussed as expansion of LWLG’s GF foundry coverage.
Polariton positioning: “trying to be first to market with [plasmonics]” — LeMaitre frames Polariton as a high-volume-low-power complement, not a competitor (sets up the Apr 22 2026 Marvell-Polariton acquisition narrative).

January 2026 deck (`Lightwave+Logic+Investor+Presentation+-+January+2026+FINAL.pdf`, 3.0 MB)

TAM 2028 = $24B; TAM 2035 = $28B; (associated SAM grows to ~$11B by 2035) — first published 2035 horizon TAM forecast. Useful as 10-year valuation anchor.
“Three customers currently in Stage 3; >15 in Stages 1 & 2” — codifies what the Q3 2025 update implied; is the basis for the Feb 24 2026 “fourth Stage 3 customer” milestone.
Materials-and-IP-licensing dual-model preserved verbatim from May 2025 deck.
80+ patents (broad-IP-portfolio framing).
$35M cash position (post Dec 15 2025 Titan offering).

March 5 2026 Q4-2025 earnings slides (`Slides+-+LWLG+Q4-25+Financial+Results+...+3.5.26+FINAL.pdf`, 514 KB)

“Three programs advanced to Stage 3 — recently added a fourth program in February 2026.” Approximately 15 engagements through Stages 1 & 2.
“Agreements in place with four major foundries — SilTerra, Global Foundries, and two unnamed partners.” This is the most granular foundry-partnership disclosure in the public record. The two named are the public Tower (Mar 11) and GF (Mar 16) PRs were only announced afterward, so as of Mar 5 the “two unnamed” must include Tower (announced 6 days later). The fourth unnamed foundry is unidentified — implying a fifth foundry in the pipeline beyond Tower/GF/SilTerra/AMF (now part of GF). ⚠ Open question: AMF being treated separately or as part of GF?
“Funded beyond December 2027” — explicit cash-runway statement to ≥21 months ahead of the targeted first-production-revenue window.

Site-only PRs — Top 10 most analytically-relevant (NO ±2-day 8-K match)

Ranked by analytical novelty against existing KB. “Site-only” means no 8-K within ±2 days; this is normal for non-Item-1.01/5.02-mandated disclosures, but each item below adds material content not previously captured.

2014-04-08 — Sole worldwide license to Corning Incorporated’s organic electro-optical chromophores (communications, computing, power, power storage). NEW to KB. Materially expands LWLG’s chromophore IP base beyond Goetz-family Perkinamine origination, 4 years before BrPhotonics IP acquisition. ✓ accesswire/QuoteMedia (storyId 66942529).
2025-03-10 — Polariton Technologies partnership EXPANSION to “accelerate introduction of 400Gb/s per lane and beyond for AI and Datacenter Optical Links.” Materially deepens the existing KB’s “Polariton partnership origination ~2020-2022” entry — and the Apr 22 2026 Marvell-Polariton acquisition implies the value of this 2025 expansion was not zero. ✓ accesswire/QuoteMedia.
2024-09-09 — Thomas M. Connelly Jr. (former DuPont EVP & CTO) appointed to Board of Directors. With LeMaitre’s July 2024 board addition, this completes the Aug 2024 dual board addition that prefigured the Dec 2024 CEO change. Connelly = chemicals/materials credibility; LeMaitre = optical/AI-datacenter credibility — explicit two-pillar strategy signal. ✓ accesswire/QuoteMedia.
2025-09-09 — Dr. Lance Thompson appointed VP Engineering (ex-Coherent Director of Datacom Transceivers). Replaces interim VP Siraj Nour El-Ahmadi, who retains the board seat. Direct datacom-volume-engineering hire signals the LeMaitre regime’s bias toward execution over advocacy. ✓ accesswire/QuoteMedia.
2012-06-11 — Ronald A. Bucchi appointed to Board of Directors. Pins down Bucchi’s start date (existing KB had only “newer addition surfaced via Apr 2026 Form 4”). Bucchi is now (Dec 2025+) Chairman of the Board and the longest-tenured outside director (14 years as of 2026). Materially recalibrates the board-tenure map. ✓ accesswire/QuoteMedia.
2025-09-05 — Photonteck Asia sales/distribution partnership + CIOE Shenzhen Sept 11 attendance. First formal Asia-coverage external sales channel. Critical context for LWLG’s exposure to AI-datacenter buyers domiciled in Asia (Alibaba/Tencent/ByteDance and ODMs). ✓ accesswire/QuoteMedia.
2025-08-20 — Dr. Sundar Ramamurthy (ex-Applied Materials, 30+ yr semiconductor materials commercialization) appointed to Technical Advisory Board. Explicit Applied-Materials-DNA recruit — strengthens the “high-volume materials commercialization” credibility for foundry-licensing-stage discussions. ✓ accesswire/QuoteMedia.
2011-11-01 — Dr. Louis Glasgow appointed CTO, with Dr. David Eaton continuing as Scientific Advisor. The only verified pre-Lebby CTO record in the public PR trail. Pre-Goetz-Jr-CSO-promotion CTO history was previously a KB blank. ✓ accesswire/QuoteMedia.
2018-08-30 — 50 Gbps polymer modulator commercialization capability expansion + first internal-fabrication-facility wafer lots completed. The operational corollary of the Jun 2018 BrPhotonics IP acquisition — closes the loop on what LWLG actually did with the BrPhotonics 15-patent purchase. ✓ accesswire/QuoteMedia.
2015-08-05 — >2,000 hours thermal aging at 110 °C with no measurable degradation. Sets the reliability baseline that the Jul 2025 Telcordia GR-468 85/85 1000h pass and Apr 2026 2,000h length-swept Telcordia announcement directly extend. Material 11-year throughline confirming continuity of LWLG’s reliability narrative across the Lebby → LeMaitre transition. ✓ accesswire/QuoteMedia.

PR-coverage time-series (year × secFiled-match)

Year	PRs	8-K-matched (±2d)	Notes
2006	1	0	Pre-rename launch coverage
2007	17	0	Third-Order era; 10-SB filed Apr 2007; CEO transition from Apr 2007 unnamed CEO
2008	22	5	OTCBB listing Jan 10; rename Mar 10; Bennett era (only ~5 months)
2009	21	7	Marcelli era; private placements
2010	20	9	Phillips W. Smith Chairman; Univ Alabama + Celestech R&D
2011	26	12	LPC #2; CUNY agreement; Glasgow CTO; Zelibor Chairman
2012	17	4	Bucchi to board; Sundar PI; Marcelli → Zelibor CEO transition
2013	20	8	LPC #3; quiet operational year
2014	16	5	Corning license; $3M private raise
2015	11	4	Thermal-aging milestones (Jan / Mar / Aug)
2016	9	0	LPC #4; very quiet
2017	11	3	Lebby CEO May 1; ECOC speaker invites begin
2018	12	1	BrPhotonics IP acquisition (Jun 15); 50 Gbps capability (Aug 30)
2019	16	3	Burla SOH paper; conference cadence
2020	30	4	OTCQX uplisting; Franky So advisor; Lebby NAI fellow
2021	38	1	NASDAQ uplisting; ECOC POH world record; LPC #5
2022	61	4	Peak PR cadence; SilOriX/KIT + Polariton 250 GHz dual world records
2023	27	5	First commercial license; Colorado expansion
2024	23	3	LeMaitre to board; Connelly to board; Lebby retirement
2025	24	4	Polariton expansion; Photonteck; Thompson VP-E; Telcordia 85/85
2026	7 (YTD)	2	SilTerra/Tower/GF foundry rollups; Quan CFO; Q2 restatement; Roth ATM amendment; Annual meeting scheduling Apr 14

Team-page snapshot (2026-04-27 site state)

Executive team (4)

Yves LeMaitre — CEO & President
Robert Blum — SVP, Sales & Marketing
Ana Quan — VP Finance, Corporate Controller & Principal Financial Officer
Aref Chowdhury — Chief Technology Officer & Head of Strategy

⚠ Andrew Thompson is NOT on the public Executive Team page (existing KB references him as Chief Engineer or similar). The site only lists Lance Thompson via the Sep 9 2025 PR as VP Engineering — but he is not on the executive-team page either, suggesting he is one tier below the C-suite/SVP exec roster the site publishes.

Board of Directors (6)

Ronald A. Bucchi — Chairman
Yves LeMaitre — CEO & President
Craig Ciesla — Independent Director
Thomas M. Connelly, Jr. — Independent Director
Laila Partidge [sic — site typo for Partridge] — Independent Director
Siraj Nour El-Ahmadi — Director

Advisory Board (3)

Franky So
Joseph A. Miller, Jr.
Sundar Ramamurthy

The Advisory Board page also includes Fred Leonberger only by implication (per Jan 2 2025 PR he transitioned from board to advisory effective Dec 31 2024) but Leonberger is not currently listed on the live Advisory Board page as of the Apr 27 2026 snapshot. ◐ Possible site staleness; cross-check pending.

Caveats and gaps

No PR-fetch failures. All 429 PRs delivered cleanly via the QuoteMedia API. The QuoteMedia summaries are typically ~300-2000 char — the full PR text was not deeply scraped for every release; if specific full-text bodies are needed for analysis, the storyurl per PR can be re-fetched (each is at https://api.quotemedia.com/supplement/news-story/?webmasterId=102691&storyId=<id>).
No per-PR LWLG-domain canonical URL exists for the historical archive. The site has only one static /press-releases/<slug> page (the SilTerra Mar 3 2026 release). Cited URLs in the KB therefore point to either the QuoteMedia storyurl (canonical for everything 2006+) or the PRNewswire/AccessNewswire/GlobeNewswire originals where those URLs were captured upstream.
Pre-2006 PR archive not available via this feed. LWLG’s predecessor entity Eastern Idaho Mining Corp. and the Stenger-family R&D era (1991-2006) leave no PR trace in this archive — earliest PR is 2006-12-13.
Investor decks pre-2025 not hosted on the live site. The sitemap and /events-presentations page only host the May 2025 + Jan 2026 + Q4-2025 + Nov-2025 decks. Older decks (2018-2024 historical) would need to be retrieved from Wayback Machine for diff analysis. ⚠ Wayback retrieval for 2018-2024 decks is an open task.
“Site-only” classification is not “non-disclosure.” Most operating/IR/conference PRs are not 8-K-mandated. The 80% “site-only” share reflects normal corporate communications cadence, not selective disclosure. Item-1.01-, Item-5.02-, and Item-3.02-mandated events are the relevant 8-K-coincident set; cross-check the 84 sec-filed PRs for these item codes if doing an item-level disclosure-completeness audit.
PDF text extraction. All 14 PDFs extracted cleanly via /opt/homebrew/Cellar/poppler/26.04.0/bin/pdftotext; sizes 514 KB → 8.2 MB; extracted text 7.8K → 40K chars per file.
Apr 22 2026 PIC International deck (LWLG_PIC+International+042226.pdf) is captured. This is LeMaitre-era external technical-marketing content; first time captured locally.
2022 Annual Shareholder Meeting transcript (the only AGM transcript LWLG has historically posted to its /events-presentations page) — gives Lebby-era candor on commercialization timing not always present in PRNewswire releases.

Cross-references

Full PR table with backfill: kb/01_company/historical_pr_archive.md (Site-archive backfill section)
Timeline integration: kb/01_company/timeline.md (new entries 2007-04-11 → 2025-09-09)
Source list: kb/08_sources/source_log.md (full-site archive section)
Local index JSON: /tmp/lwlg_site/index.json
Local raw PR archive: /tmp/lwlg_site/all_pr_combined.json (429 items, dedup’d, sorted)
Local EDGAR 8-K archive: /tmp/lwlg_site/edgar_8ks.json (153 items)

Top 5 analytically-relevant findings (priority for KB integration)

Corning worldwide license (2014-04-08) — NEW. Pre-BrPhotonics chromophore-IP foundation. Should be cross-referenced from kb/02_technology/papers_and_conferences.md and kb/_agent_outputs/tech_patents_papers.md.
Polariton partnership expansion (2025-03-10) — UPGRADES existing KB. Materially deepens the Polariton-LWLG technical interlock that became analytically critical post the Apr 22 2026 Marvell-Polariton acquisition.
Lincoln Park Capital agreement sequence pinned down: #2 = May 7 2011 ($20M), #3 = Jun 10 2013 ($20M), #4 = Feb 1 2016 ($20M), #5 = Oct 7 2021 ($33M). Combined with the existing KB, this resolves 4 of the 5 LPC dates; LPC #1 (origination ~2008-2010) remains the open verification target.
Q4 2025 / Mar 2026 deck foundry-partnership disclosure — “four major foundries — SilTerra, GF, and two unnamed partners” (one of which became Tower 6 days later). Implies a fifth foundry beyond Tower/GF/SilTerra/AMF in the pipeline. Useful for kb/03_ecosystem/competitors.md and any foundry-coverage map.
Jan 2026 deck $28B 2035 TAM — first published 10-year horizon TAM. Should be added to kb/04_market/tam_sam.md for valuation work.

Caveats summary

Pre-2006 PR archive not retrievable from the LWLG site feed.
Pre-2025 investor decks not hosted on the live site (Wayback retrieval pending).
LWLG publishes only headline-level “Item code” 8-Ks; not every PR is mirrored as an 8-K (this is normal SEC practice, not a disclosure gap).
Andrew Thompson and Lance Thompson distinct individuals — the KB should ensure neither is conflated. Lance Thompson is the verified Sep 9 2025 VP Engineering hire (ex-Coherent); Andrew Thompson appearance in earlier KB notes needs cross-check (possible namesake confusion).

Wayback historical decks (2018-2024 backfill)

Retrieved 2026-04-27 via Wayback Machine CDX API. Local artifact root: /tmp/lwlg_wayback/decks/. Index: /tmp/lwlg_wayback/index.json.

Scope finding: Wayback’s CDX search across lightwavelogic.com/* with mimetype:application/pdf from 2018-2024 returned only 5 unique PDF URLs (across 13 timestamped snapshots). The formal LWLG investor decks for 2018-2024 are NOT in Wayback’s cache — they were served via the JS-rendered MZIQ filemanager (apicatalog.mziq.com, fmId ced45215-89b8-4e9f-839f-8dabc0eb20ec) which Wayback never crawled for LWLG-tagged content. The HTML investor-presentation page exists in Wayback (3 snapshots: 2022-05, 2023-03, 2024-05) but the page is JS-only and contains no static PDF hrefs.

What we DID recover are Lebby-era conference/keynote PDFs and a whitepaper from the WordPress media library (/wp-content/uploads/sites/319/{YYYY}/{MM}/), plus one bonus pre-window PDF (ECOC 2016) for additional Lebby-era benchmark.

Total recovered: 6 decks. Date range: 2016-09 → 2021-06. All Lebby-era. All slide-deck or whitepaper format.

Date	Label	Original URL	Snapshot	Words	1-line distinction
2016-09-19	ECOC 2016 — Lebby keynote	`lightwavelogic.com/wp-content/uploads/2016/09/ECOCpres2016LebbyFinal-1.pdf`	20221129	2,430	Earliest Lebby ECOC; pitches “Perkinamines” branding (later quietly dropped); pre-PIC-platform framing — polymer chromophores as drop-in for Si/InP modulators rather than as a foundry-scale platform. Heavy “datacenters/medical/consumer” TAM language; no foundry partners named yet.
2020-11-15	PIC International (virtual) — Nov 2020	`lightwavelogic.com/wp-content/uploads/sites/319/2020/11/LebbyPICvirtualFINAL.pdf`	20221006	3,079	First mid-COVID virtual deck. Focus pivots to PIC-platform integration story. (First snapshot 20201123 was Wayback-truncated at 1MB; 20221006 capture is the intact 1.95MB version.)
2021-02-18	Photonics Plus 2021 — Lebby	`lightwavelogic.com/wp-content/uploads/sites/319/2021/02/Lebby__Photonics_Plus_for-web.pdf`	20210218	1,678	Compact deck (~1.7k words). Industry-pitch framing for the Photonics Plus event audience.
2021-03-15	IPSR Roadmap Decoded — whitepaper	`lightwavelogic.com/wp-content/uploads/sites/319/2021/03/WP_IPSR-Roadmap-Decoded.pdf`	20210531	4,955	Whitepaper (not a slide deck) authored around the IPSR-I/OIDA roadmap — first technical “platform” positioning piece. Uses “qualified/qualification” once (only deck in this corpus to do so).
2021-04-15	PIC Packaging Conference — Lebby	`lightwavelogic.com/wp-content/uploads/sites/319/2021/04/PIC_packaging_conference_roadmaps.pdf`	20210917	2,403	Packaging-focused — co-packaged optics roadmap framing.
2021-06-08	Photonic Integration Tech Center Keynote	`lightwavelogic.com/wp-content/uploads/sites/319/2021/06/Photonic-Integration-Technology-Center-Keynote.pdf`	20210608	4,451	Largest 2021 deck (16.5MB, 4.4k words). PITC-context — keynote framing the LWLG platform for an integration-center audience.

Could not recover

Any 2018, 2019, 2022, 2023, 2024 formal investor deck. Wayback’s CDX has zero PDF hits for lightwavelogic.com/wp-content/uploads/sites/319/{2018,2019}/ and wp-content/uploads/{2017,2018,2019,2020}/ (legacy paths also empty for that window). Q3/Q4 2021, all of 2022, 2023, 2024 also returned no PDF hits in CDX. The MZIQ-hosted catalog (where formal IR decks lived) was never crawled with the LWLG fmId.
2022 ECOC decks: Lebby_ECOC_Market_Focus_FINAL.pptx and Lebby_ECOC_Rump_Ver4.pptx — only thumbnail JPGs (*_page-0001.jpg) were archived; the source PPTX/PDF returns 404 on Wayback for any timestamp.
2023 PIC International cover: 8th-Photonic-Integrated-Circuits-PIC-International-Conference_cover.* — same pattern, only thumbnail archived.
Q4 2021 onward: the sites/319/{2021/09..2024/12}/ listing in CDX shows only image assets (PNGs, JPEGs, headshots) — no decks were uploaded as PDFs to WordPress in that window; LWLG had migrated decks to the MZIQ portal.

Tracker integration

The 6 recovered decks were appended to site/src/data/language_tracker.json as type: "deck" entries (existing earnings-call entries were tagged type: "earnings"). Phrase counts are dominated by hedging vocabulary (could, may, potential) and almost never trigger the firming-language phrases — consistent with conference-presentation tone vs the milestone-driven earnings-call tone. See “Top language drift findings” below.

Top language-drift findings (across full multi-era corpus)

Stage 4 is exclusively LeMaitre-era. Zero hits across all six 2016-2021 Lebby decks; zero in the Mar 2026 / Nov 2025 LeMaitre earnings; one hit in the May 2025 ASM (LeMaitre). Confirms “Stage 4” is the LeMaitre-introduced framing of the commercialization gating model.
Tier-1 / Tier 1 debuts in 2026. Zero hits across 2016-2021 decks; zero in Q3 2025; three hits in the Mar 2026 Q4 2025 call. Aligns with the foundry-disclosure shift around Q4 2025.
Hedging persists across both eras, but the kind shifts. Lebby-era decks are dominated by could/may/potential (capability framing). LeMaitre-era earnings calls are dominated by evaluating/pending/discussions (timing framing). Suggests Lebby-era hedging was about what the technology might do; LeMaitre-era hedging is about when the deals will close.
qualified/qualification essentially absent from the Lebby deck era — appears once total in the 2021 IPSR whitepaper (technical-process meaning, not commercial-qualification) and once in the Mar 2026 LeMaitre call (commercial-qualification meaning). The vocabulary of customer-qualification is itself a LeMaitre-era artifact.
Foundry-named entities (Tower, GF/Fotonix, AMF, SilTerra) are entirely 2025+ vocabulary. Zero mentions across all 2016-2021 decks. The Lebby-era decks reference fab partners only generically (Si foundry, InP foundry) — confirming the foundry-named partnership cadence is a post-2024 phenomenon.