recent-quarter-med

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Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates) rather than generic financials alone.

AI & Automation 204 stars 16 forks Updated today Apache-2.0

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Skill Content

> Methodology inspired by publicly taught quarter-review frameworks; all text is an original paraphrase. ## Defaults | Parameter | Default Value | Rationale | |-----------|---------------|-----------| | review_quarters | 1 | Recent quarter focus | | include_milestones | true | Pipeline milestones are med quarter content | | include_regulatory | true | CRL/approval/AdCom updates belong in the review | ## Preflight Run canonical pre-flight per `contracts/preflight.md`. Propagate X-Agentii-Trace per `contracts/x-agentii-trace-header.md`. ## Triggers - "Review [biotech ticker]'s most recent quarter." - "What happened at [ticker]'s last earnings?" - "Summarize [ticker]'s latest 10-Q." - "How did [ticker]'s pipeline progress last quarter?" - "Any regulatory updates for [ticker] recently?" - "Quarterly review with milestone tracking for [ticker]." - "What did management say about the pipeline?" - "Runway update for [ticker] after the last print." - "What moved for [ticker] last quarter?" - "Quarter in review: financials + catalysts for [ticker]." ## Production Grounding - A med quarter is judged on BOTH reported financials and pipeline/regulatory progress; milestone slips and CRLs are first-class quarter content. - Cash runway (quarters of cash) is a primary metric for clinical-stage names. - Grounding frameworks: `references/knowledge-frameworks.md` (道/法 review knowledge). ## Data Source Priority 1. `search_xbrl_facts` / `get_statement` — reported financials. 2. `search_d...

Details

Author
agentii-ai
Repository
agentii-ai/agentii-investment-intelligence
Created
4 months ago
Last Updated
today
Language
Python
License
Apache-2.0

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