It's not the foam problem. The surround is rubber-ish and in perfect condition. One of the little wires connecting the coil to the terminals was intermittent, and looks like that fried the coil. I resoldered the wire, have good continuity on it when measuring DC resistance of the coil, but it sounds rough/rubbing. So the voice coil is shot.
I do not think they are willing to spend any decent money on the replacement, and all woofers on axiom audio site are like $80-90+. I might just drop a generic 4" driver in there and call it a day. Was hoping for a transplant if someone had one with bad tweeter or broken cabinet.