CollPlant Biotechnologies (CLGN) investor relations material

Strategic acquisition and market entry

• Acquisition of LightSolver marks a strategic move into the high-performance computing (HPC) sector, targeting a market projected to reach $89 billion by 2034.

• The deal structure is performance-driven, with milestone-based warrants aligning value creation with execution.

• $5 million invested to support LightSolver's operational and development needs.

• Ongoing evaluation of biotech assets to maximize shareholder value.

Technology and product roadmap

• LightSolver's Laser Processing Unit (LPU) uses all-optical computation, enabling massive parallelism and high bandwidth.

• The system can compute targeted workloads up to 10,000x faster with less than 1 kW power consumption.

• Product roadmap includes scaling from lab prototypes to commercial LPUs with up to 1 million variables, followed by enterprise clustering and mass deployment.

• Commercial availability of the LPU is targeted for 2028.

Commercialization and customer traction

• Focus areas include optimization, large-scale simulation, AI, and physical AI, addressing broad industry needs.

• Paid pilots and NREs are underway, with Boeing as a public reference customer for advanced corrosion simulation.

• Boeing signed a multiyear NRE agreement, validating the technology's real-world impact.

• Customer programs are advancing in parallel with product development to ensure market fit.