Dyno Therapeutics has become the first company to license AI-designed AAV capsids for both CNS and muscle gene therapies. The Astellas deal, with a $15 million upfront fee, validates that AI-designed biological sequences can pass Big Pharma's diligence process.
The DoD DAWG $54.6B budget signals a procurement model shift from 10-year cycles to attritable mass. Defense contracts are de-risking commercial robotics investment — $33B+ in VC, 200K drone target by 2027.
Generative AI has discovered nearly a million antimicrobial peptide candidates in two years. The bottleneck has shifted from discovery to delivery and MIT programmable antibacterials point to a path forward.
85% of all NATO defence-tech venture funding since 2019 went to the United States. European defence budgets are at their highest since the Cold War. France at €76 billion, Germany at €152 billion, the EU mobilising €800 billion through ReArm Europe. The gap between what governments spend and what
DARPA funds two parallel programs for autonomous battlefield medicine: MASH (internal bleeding robotics) and Medical Swarm SBIR (extraction + smart tourniquets). NATO's iMEDCAP demonstrated autonomous casualty evacuation at Vigorous Warrior 2026. Phase 1 awards expected Q4 2026–Q1 2027.
Galux raised $29M Series B for AI-driven de novo antibody design. The platform achieved 31.5% hit rate from 50 designs with cryo-EM validated atomic precision.
First-time AI design of genetic circuits in human cells marks a new phase in synthetic biology and opens a path to truly programmable cell therapies.
Apex raises $200M at $2.3B valuation for productized satellite bus manufacturing — three rounds, same amount, 14 months. The factory floor is the new bottleneck in space.
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