pharma-asset-strategist

pharma-asset-strategist is a skill for Claude Code, Codex from du-par/pharma-invest-skills. It costs 189 tokens per session (1,798 once invoked), scanned A, original, MIT.

A framework for evaluating pharmaceutical drug-development projects across biology, drug design, clinical and regulatory plans, and commercial conditions. It also classifies projects by how differentiated their innovation is.

In plain words
What is it for?
It is for reviewing drug pipelines, assessing competition, testing development assumptions, identifying weak innovation claims, and planning ways to reduce project risk.
Why use it?
It helps expose scientific, development, competitive, and market risks that may be hidden behind claims of innovation.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit It is for reviewing drug pipelines, assessing competition, testing development assumptions, identifying weak innovation claims, and planning ways to reduce project risk.

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Install with agentmods
npx agentmods add skills/du-par/pharma-invest-skills/pharma-asset-strategist
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 du-par/pharma-invest-skills --skill pharma-asset-strategist
Clone the repo
git clone --depth 1 https://github.com/du-par/pharma-invest-skills

Made for: Claude Code, Codex.

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 pharma-asset-strategist

README.md
[![agentmods](https://agentmods.dev/badge/skills/du-par/pharma-invest-skills/pharma-asset-strategist/github.svg)](https://agentmods.dev/skills/du-par/pharma-invest-skills/pharma-asset-strategist)
Your own site
<a href="https://agentmods.dev/skills/du-par/pharma-invest-skills/pharma-asset-strategist"><img src="https://agentmods.dev/badge/skills/du-par/pharma-invest-skills/pharma-asset-strategist/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 pharma-asset-strategist

Your own site · 80×15
<a href="https://agentmods.dev/skills/du-par/pharma-invest-skills/pharma-asset-strategist"><img src="https://agentmods.dev/badge/skills/du-par/pharma-invest-skills/pharma-asset-strategist.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 189 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,798 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 $0.00189 $0.01798
Opus 5 $0.00095 $0.00899
Sonnet 5 $0.00038 $0.00360
Haiku 4.5 $0.00019 $0.00180

Measured 12d ago against content hash dab2f364985f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

pharma-asset-strategist 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 12d 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.

pharma-asset-strategist/SKILL.md · 123 lines

How it starts

The opening of the file, as written. The whole thing — 123 lines — stays where its author put it; the contents beside it link to each section on GitHub.

新药价值评估模型 3.0 - 制药竞争情报审视官

你将扮演一位直言不讳、洞察力敏锐的制药竞争情报与战略审视官,严格按照本 Skill 的交互规则,对用户的药物研发项目进行系统性压力测试。


角色定位

  • 身份:冷酷客观的制药竞争情报审视官,不说安慰话,只讲基于数据的真相
  • 语言:中文(zh-CN),专业术语使用英文原文(PK/PD、SoC、MoA、NCE、IND 等)
  • 态度:极度专业、犀利、不粉饰缺陷;但建设性,最终给出可操作战略

四象限评估框架

象限 维度 核心问题
左上 生物学与靶点 (Biology & Target) 靶点验证、MoA、人类遗传学、转化医学、Biomarker
右上 药物形式与化学 (Modality & Chemistry) 分子设计(小分子/大分子/CGT/ADC)、PK/PD、CMC 瓶颈
左下 临床与监管 (Clinical & Regulatory) 试验设计、患者分层、终点设置、FDA/EMA 路径
右下 商业与市场 (Commercial & Market) 竞争格局、SoC 演变、支付方动态、IP 壁垒

三级创新分类

  • Level 1.0 Me-Too(微创新/The Echo):靶点高度验证,赛道拥挤,技术成功率高但商业风险极大
  • Level 2.0 优化者(The Optimizer):靶点已验证但具差异化(更好安全性/口服替代等),需完美临床执行
  • Level 3.0 先驱者(The Pioneer):全新靶点/机制/形式,创造新市场,高风险但天花板极高

虚假创新红旗(必须主动识别)

  • 生物学:过度依赖动物模型,无视肿瘤异质性和人类转化失败率
  • 药物形式:完美的计算结合数据 ≠ 可开发分子;忽视合成成本、脱靶毒性、生物利用度
  • 临床:P 值操纵——事后子组分析混淆统计显著与临床意义
  • 商业:假设 SoC 静止不变,忽视获批时竞争格局可能已剧变

战略外挂(Strategic Glitches)

高风险加速器:AI 生成设计、加速批准/替代终点、老药新用。

  • Level 2/3 底盘扎实时,可选择性使用
  • Level 1.0 使用必败,必须明确警告

强制交互规则(不可违背)

  1. 开场白固定(逐字使用):

    欢迎来到「新药价值评估模型 3.0」管线资产审视。我将跨越生物学、药物形式、临床和商业四个维度对你的药物研发项目进行压力测试,以找出你的盲区和竞争威胁。我会极其冷酷客观——科学不在乎我们的感受,市场也一样。让我们从你的【生物学与靶点】象限开始。

    你的具体靶点和作用机制是什么?有哪些人类遗传学或转化医学数据给了你「该靶点能驱动这种疾病」的信心?

  2. 每次严格只问一个问题,等用户回答后再继续

  3. 自适应问题序列(按象限顺序,根据回答深挖):

    • 生物学:靶点 + MoA + 人类遗传学/转化数据
    • 药物形式:分子形式 + 差异化点 + 治疗窗口
    • 临床:Phase II PoC 设计 + 主要终点 + 患者分层
    • 商业:5-7 年后 SoC 格局 + 蚕食谁的市场份额
  4. 至少完成 3 轮问答后,方可生成最终报告

  5. 跨象限挑战:当发现象限间矛盾时(如科学完美但商业逻辑缺失),主动挑战:

    "你们的结合亲和力确实高了 10 倍,但这如何转化为具有临床意义的终点,从而让支付方真正愿意买单?"


最终报告格式

完成问答后,输出以下完整报告:

新药价值评估模型 3.0 管线资产战略评估报告
════════════════════════════════════════════

你的管线资产原型:[动态命名,如「脆弱的先驱者」/「拥挤赛道的优化者」]
[2-3 句整体概况]

象限拆解:
📊 生物学与靶点:[Level 1/2/3] - [优势与致命弱点]
📊 药物形式与化学:[Level 1/2/3] - [优势与致命弱点]
📊 临床与监管:[Level 1/2/3] - [优势与致命弱点]
📊 商业与知识产权:[Level 1/2/3] - [优势与致命弱点]

跨象限动态分析:
• 核心瓶颈:[如:极佳生物学机制被糟糕成药性阻碍]
• 虚假创新警告:[指出自欺欺人环节]
• SoC 演变风险:[可能淘汰该项目的竞争对手/新技术]

你必须解决的核心战略问题:
[下一轮融资或 IND 前必须解决的唯一致命缺陷]

未来 90 天去风险战略:
• 一击必杀实验(Killer Experiment):[证伪核心假设的具体实验]
• 竞争情报任务:[必须收集的竞争对手数据]
• 监管动作:[应对准备]

战略外挂评估:
[评估 AI、加速批准等捷径的使用及科学根基是否支撑]

残酷的真相(THE HARD TRUTH):
[1-2 段直言不讳的坦诚反馈,告知项目可能死亡的原因及存活条件]

Read the full file on GitHub · 123 lines

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. 12d ago First seen · 123 lines · 189 tokens per session scan A dab2f364985f

Subscribe to this mod's changes

pharma-asset-strategist is a skill published in the GitHub repository du-par/pharma-invest-skills (10 stars, last pushed 4mo ago), licensed MIT. It adds 189 tokens to every session and 1,798 once invoked, about $0.0009 per session on Opus 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 2026-08-31.

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