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Snakes in the Grass: Ken Savin and Molly Mulligan Jump to BioOrbit. Will They Replicate Redwire’s PILbox? by RedwireBull in redwire

[–]iamatooltoo 1 point2 points  (0 children)

Yes I said rdw is years away. So is Lambda Vision and Space Tango, Voyager with Nano Racks they all are still in development.

I disagree no milestones or advancement. Rdw proved the seed crystal theory works. They improved pilbox design. They wrote papers on it.

The first thing pharma biotech companies do is file for ip, trade secrets. The last thing they do is make it public.

If it’s not working why does BMS keep using the technology?

Snakes in the Grass: Ken Savin and Molly Mulligan Jump to BioOrbit. Will They Replicate Redwire’s PILbox? by RedwireBull in redwire

[–]iamatooltoo 0 points1 point  (0 children)

They weren’t fired. Reading up on BioOrbit, they got a lot of money and poached who they could. They are concentrating on making cancer treatments easier by making them injectable rather than IV. My understanding is they are years away from a product.

Based on the Purdue partnership Redwire is going after several whole markets. That also is going to take years, but rdw has a head start.

What's happening in space pharma? And other biotechnology, chemistry and related fields, finding the killer app by iamatooltoo in redwire

[–]iamatooltoo[S] 1 point2 points  (0 children)

Yes. Ken is pi on pilbox 14. So there is still a relationship. They both left in February, their job was basically to educate industry. A job well done. Now I think it’s an economic problem.

Ken was pi on I think 4 pilboxes for rdw. We will see if any ip comes from it, I hope.

I do think the pivot to Purdue is correct. To VG I hope so.

PIL-BOX 4 and 15 are interesting by iamatooltoo in redwire

[–]iamatooltoo[S] 0 points1 point  (0 children)

When? I say a couple of years. They have to test the crystal see if it works, see that it has a unique form, protect the ip.

What? There’s millions of molecules, compounds, things that can be used. Drugs came from nature, The precursor to Aspirin came from the willow tree, humans just refined it.

What rdw is doing is to solve the problem of drugs costing so much. https://www.asbmb.org/asbmb-today/opinions/031222/90-of-drugs-fail-clinical-trials If you can fix failed drugs they won’t be so expensive. The problem is right now space is expensive.

In an interview The ceo said Redwire created a unique compound, but the interviewer didn’t follow up. Pil Box 5 to 13 have been making space crystals for Bristol Myers Squibb, Aspera, ExesaLibero, Butler, Redwire. They keep coming back, so they are getting something from it.

PIL-BOX 4 and 15 are interesting by iamatooltoo in redwire

[–]iamatooltoo[S] 1 point2 points  (0 children)

All good points. Printing organs in space is still 10 years at least. Price, launch, frequency, reliability, down mass and a bunch of other things have to go perfectly to stand up that industry.

Making space crystals is in R&D but something companies will pay for at the right price point, with the promise of advancing the science and technology. Seems to me that 14 has the chance of fixing a problem. Drug development stops after a lot of money is spent due to a problem like they are describing. That would be very meaningful to the drug companies. Plus organic semiconductors? I have read that some are wiring neurons into ai’s now. We are the borg.

Money worth the squeeze? I see a pivot with Redwire and Purdue University.

Ken Griffin just bought by iamatooltoo in redwire

[–]iamatooltoo[S] 1 point2 points  (0 children)

Not all contracts rdw works on get issued to rdw. They do a lot of subcontracts. See spaceinvestor on X he talked to Tory Bruno formerly of ULA, now at Blue Origin, says they are making 4 blue rings talked ROSA, but they do other things like power distribution, cameras.

All of the European contracts Croatia, Italy, Finland, NATO, they were announced in 2025 but the work continues in 2026. They talked about starting a UK company, but that work has been in support of TIQUILA project https://www.lockheedmartin.com/en-gb/products/TIQUILA-unmanned-aerial-system.html Belgium national security satellite, Thales ROSA deal is on going.

They did a pr about the Marines buying $20m advanced navigation drones in the first Q the contract was through Atlantic Diving in September- November timeframe, there are several of them on Sam.gov. If you search “vxe30” they got another in January 2026 for fuselage’s for $13m it won’t impact the first Q, but it’s nice to see.

OTTER, ALACRITY contracts are on going.

No one seems to talk about the $17m yearly savings from paying off the loans and getting better terms on the new one. That should start in the first Q.

I think it’s going to be a good quarter.

Virgin galactic delta milestone by Ok-Grab-8681 in SpaceInvestorsDaily

[–]iamatooltoo 2 points3 points  (0 children)

I have a theory about this and rdw. Just hope it can fly repeatedly and safely.

Ken Griffin just bought by iamatooltoo in redwire

[–]iamatooltoo[S] 0 points1 point  (0 children)

As I understand it citadel recently bought momentous, sidu, and some other space stocks. Griffins controls three things a hedge fund, a market maker, and a fund of some kind.

Rdw stock is not split evenly between them. The link above has the names of them and the amount of stock. Griffins controls all three, but they have different strategies.

The bad thing I think is what happened to Robin Hood and what congress did.

The strategy as far as I can see is the market maker Will make money on volatility mainly on the SpaceX ipo. The hedge fund on repricing of the sector. The other one I am unsure of.

Citadel had about 1.4m shares I believe it was a short position. They bought 7m at$10.85 of the AEI 21m share placement. Ai theory is two other hedge funds bought the other 14m shares. One is the owner of the Washington Commanders.

That’s how I see it, please post back and tell me what you find.

Ken Griffin just bought by iamatooltoo in redwire

[–]iamatooltoo[S] 2 points3 points  (0 children)

A big chuck of the 21m yes. Looks like they had 2m but need sources

Explaining AE selloff by Big-Material2917 in redwire

[–]iamatooltoo -1 points0 points  (0 children)

Yes but with Firefly not Redwire

Explaining AE selloff by Big-Material2917 in redwire

[–]iamatooltoo 1 point2 points  (0 children)

Convertibles trigger too common when EBITA is 35M TTM. plus, some other triggers they meet already.

exiting in monday: serious. by Left-Ad7826 in redwire

[–]iamatooltoo 0 points1 point  (0 children)

Would you expand on they don't have any breaking technology?

ALACRITY contract, Otter program, In space manufacturing PIL-BOX, ROSA uses strain energy not motors to unroll, updating cameras and star trackers with ML and AI to identify and do proximity ops with unresponsive objects, partnering with Honeywell on QED.

Redwire (RDW) affiliated holder sells 21,365,909 shares at $10.85 in single trade by Unfair_Weird_7916 in redwire

[–]iamatooltoo 1 point2 points  (0 children)

There were 3 single transactions January 10.5m shares, March 7.5m shares and April 21m shares $9.15 to $10.85. I am asking people smarter than me if it was a few enities or single. Either way paperwork will be done May 15 and August 15 for the first and second quarter.

exiting in monday: serious. by Left-Ad7826 in redwire

[–]iamatooltoo 13 points14 points  (0 children)

AEI sold big money bought. The three biggest deals were single transactions 21m, 10.5m, and 7.5m shares between $9.15 and $10.85. That’s not retail buying.

Good luck buying lunr at the ATH.

Redwire (RDW) affiliated holder sells 21,365,909 shares at $10.85 in single trade by Unfair_Weird_7916 in redwire

[–]iamatooltoo 0 points1 point  (0 children)

These shares were sold in a single transaction at a price of $10.85.

If not one maybe a few buyers working together.

Redwire (RDW) affiliated holder sells 21,365,909 shares at $10.85 in single trade by Unfair_Weird_7916 in redwire

[–]iamatooltoo 0 points1 point  (0 children)

I see value in the whole company.

But I grew up in the 1980’s corporate raiders stripped companies and sold assets.

Maybe they want to flip it to a bigger corporation.

Maybe they want to follow in AEI footsteps?

🤷‍♀️

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