pipeline-medicines

> 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 | | pos_source | published phase transition ranges | Starting point, then adjusted with logged reasons | | status_diff | true | Previous vs current trial status shown per asset | | competitor_map | true | Same-target and same-indication crowding surfaced | | value_frame | risk-adjusted | Modeled value = unadjusted peak x POS, both shown | ## 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). Confirm ticker resolution via `search_companies` before asset queries. ## Triggers - "Analyze [ticker]'s drug pipeline by phase." - "What are the Phase II and III assets for [ticker]?" - "Risk-adjust [ticker]'s pipeline with explicit POS assumptions." - "Which of [ticker]'s programs is most valuable?" - "What trials recently changed status for [ticker]?" - "Who else is targeting [mechanism/target]?" - "How crowded is [indication], and what does that mean for [ticker]?" - "Log every POS change with reasons for [ticker]'s pipeline." - "What is the next catalyst for each of [ticker]'s assets?" - "Co...