recent-quarter-med

recent-quarter-med is a skill for Claude Code from agentii-ai/agentii-investment-intelligence. It costs 52 tokens per session (1,409 once invoked), scanned A, original, Apache-2.0.

A review of a healthcare company's latest financial quarter, including business results, drug-development milestones, and regulatory events. A pipeline is the set of medicines a company is developing; a CRL is an FDA letter saying an application is not ready for approval.

In plain words
What is it for?
Use it to review an earnings report, summarise a 10-Q, track pipeline progress, assess cash runway, and identify recent approvals, review events, or delays.
Why use it?
A healthcare company's quarter can change because of trial progress or FDA news, not just because of sales and expenses. This review keeps those financial and medical developments together.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the bio-pharm plugin — 15 skills shipped together

Good fit Use it to review an earnings report, summarise a 10-Q, track pipeline progress, assess cash runway, and identify recent approvals, review events, or delays.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/agentii-ai/agentii-investment-intelligence/recent-quarter-med
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add agentii-ai/agentii-investment-intelligence --skill recent-quarter-med
Clone the repo
git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence

Made for: Claude Code.

Or install bio-pharm, the plugin that ships this one along with the rest of its 15 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for recent-quarter-med

README.md
[![agentmods](https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/recent-quarter-med/github.svg)](https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/recent-quarter-med)
Your own site
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/recent-quarter-med"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/recent-quarter-med/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for recent-quarter-med

Your own site · 80×15
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/recent-quarter-med"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/recent-quarter-med.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 52 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,409 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00052 $0.01409
Opus 5.5 $0.00021 $0.00564
Sonnet 5.5 $0.00010 $0.00282
Haiku 4.5 $0.00005 $0.00141

Measured 1mo ago against content hash 692a8306ab35, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

recent-quarter-med scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 1mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

marketplace-beachhead/plugins/bio-pharm/skills/agentii/recent-quarter-med/SKILL.md · 157 lines

How it starts

The opening of the file, as written. The whole thing — 157 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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. Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).

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]."
  • "What changed in my estimates, thesis, and positioning after [ticker]'s print?"

Production Grounding

  • A med quarter is judged on BOTH reported financials and pipeline/regulatory progress; milestone slips and CRLs are first-class quarter content.
  • Quarter close-out: model-vs-consensus deltas on key line items (our modeled numbers vs consensus from search_earnings_calendar) + the three what's-changed vectors (estimates / thesis / positioning) — estimates move first, thesis and positioning follow only when the facts justify them.
  • 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_earnings_calendar — consensus values for model-vs-consensus deltas.
  3. search_documents / read_source_* — management commentary, pipeline updates.
  4. get_company_profile — company context.
  5. Knowledge layer: search_investment_cases for similar quarter dynamics.

Read the full file on GitHub · 157 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 1mo ago Changed 692a8306ab35
  2. 1mo ago Changed · +11 lines 6ebcbe5fc31e
  3. 1mo ago First seen · 146 lines · 52 tokens per session scan A 5d00e4283a98

Subscribe to this mod's changes

recent-quarter-med is a skill published in the GitHub repository agentii-ai/agentii-investment-intelligence (208 stars, last pushed yesterday), licensed Apache-2.0. It adds 52 tokens to every session and 1,409 once invoked, about $0.0002 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-09.

Related

Other skills, from other repositories

deal-packet

Produce the full institutional deal packet for a deal — Excel underwriting model + Word IC memo + PowerPoint deck + PDF one-pager — all Bristol-branded, fully cited, and cross-linked to one sources registry. Use when the user says "build the packet," "full workup," "put together the IC package," "model this deal," or…

Fusion-Data-Company/bristol-os · 83 tokens

deal-memo

Assemble research into a polished investment committee memo, market study, or deal one-pager. Use when the user says "write the memo," "put together an IC memo," "make a one-pager," "turn this into a document for the committee/lenders/LPs," or wants research packaged into a deliverable.

Fusion-Data-Company/bristol-os · 71 tokens

investor-sourcing

Research capital partners and LPs for a raise, and research who owns or controls a parcel or entity and how to contact them. Use when the user says "find investors," "who could fund this," "research this capital partner," "who owns this land/parcel," "who's behind this LLC," or needs investor/owner background and…

Fusion-Data-Company/bristol-os · 76 tokens

underwriting-research

Research the real-world assumptions behind a multifamily underwriting model — achievable rents, operating expenses, taxes, insurance, construction/hard costs, and available incentives. Use when the user says "check my assumptions," "what should I underwrite for," "research expenses/taxes/insurance/construction costs,"…

Fusion-Data-Company/bristol-os · 86 tokens

deal-pipeline

Track deals across stages and produce status updates. Use when the user says "track this deal," "what's in my pipeline," "update the status on [deal]," "give me a pipeline summary," or wants an overview of what's moving.

Fusion-Data-Company/bristol-os · 53 tokens

market-comp-analysis

Pull rent comps, occupancy, supply pipeline, absorption, and cap-rate trends for a submarket, then build a market study. Use when the user asks for "comps," "rent comps," "market study," "what are rents doing," "cap rates," "what's the competition," or needs the market picture behind a deal.

Fusion-Data-Company/bristol-os · 73 tokens