pipeline-analysis

> Methodology inspired by publicly taught pipeline-valuation frameworks; all text is an original paraphrase. ## Defaults | Parameter | Default Value | Rationale | |-----------|---------------|-----------| | asset_scope | all disclosed assets | Full-pipeline enumeration first | | include_devices | true | Devices via PMA/De Novo share catalyst logic | | valuation_frame | risk-adjusted | rNPV-style thinking, not raw NPV | ## Preflight Run canonical pre-flight per `contracts/preflight.md`. Propagate X-Agentii-Trace per `contracts/x-agentii-trace-header.md`. ## Triggers - "Analyze [biotech ticker]'s pipeline." - "What's in [ticker]'s clinical portfolio?" - "Map [ticker]'s assets by phase and indication." - "What are [ticker]'s next catalysts?" - "How much runway does [ticker] have?" - "Risk-adjusted view of [ticker]'s pipeline value." - "Which of [ticker]'s programs matter most?" - "Pipeline deep-dive for [ticker]." - "What devices does [ticker] have in the works?" - "Compare [ticker]'s pipeline to its peers." ## Production Grounding - Enumerate assets from `get_company_drugs`/`get_company_devices` (049 universes); supplement with filings (`search_sec_filings`, `read_source_*`) for trial phase/status. - Phase-aware valuation: discovery/preclinical minimal; P1/P2 option-value; P3/registered majority of risk-adjusted value. Apply AdCom-style scrutiny axes when sizing pivotal-stage assets (per `references/knowledge-frameworks.md`). - Cash runway (quarters) gates which catalys...