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Redwire has fresh space and drone headlines, but the real RDW proof gate is whether record backlog converts into profitable revenue and cash without new dilution pressure.
OpenAC Immune has partner-backed Alzheimer's programs, a Parkinson's active immunotherapy readout, a new NLRP3 Phase 1 asset, and CHF 74.8 million of Q1 2026 cash resources. The hard question is whether 2026 milestones can turn platform promise into partner commit
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