Agent skill

Med Event Takeaways

by agentii-ai in agentii-ai/agentii-investment-intelligence

Post-event analyst note (conferences, KOL events, site visits) with the professional note anatomy — headline verdict, per-stock takeaways with model numbers, KOL distillation, cross-trial comparison…

Apache-2.0Auto-check passed

Install Med Event Takeaways

skills CLI
$ npx skills add agentii-ai/agentii-investment-intelligence --skill med-event-takeaways -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install agentii-ai/agentii-investment-intelligence med-event-takeaways --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/bio-pharm/skills/agentii/med-event-takeaways .claude/skills/med-event-takeaways && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
med-event-takeaways
GitHub stars
207
Token cost
~1.8k tokens
SKILL.md length
655 words
Files
3 (incl. references)
Skills in repo
79
Repo updated
First seen
Licence
Apache-2.0

At a glance

Post-event analyst note (conferences, KOL events, site visits) with the professional note anatomy — headline verdict, per-stock takeaways with model numbers, KOL distillation, cross-trial comparison…

  • Works in 4 steps: Event content: transcripts/slides via… → Trial context: search_clinical_trials /… → Consensus: search_earnings_calendar… → …
  • SKILL.md covers Defaults, Preflight, Triggers and Production Grounding, plus 11 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Med Event Takeaways is an agent skill from agentii-ai/agentii-investment-intelligence. Post-event analyst note (conferences, KOL events, site visits) with the professional note anatomy — headline verdict, per-stock takeaways with model numbers, KOL distillation, cross-trial comparison lattices, modeled deltas vs consensus (peak × POS), three what's-changed vectors, risk bullets, and materiality-rated conflicting views. Use after any med event to convert the event into actionable takeaways.

Its SKILL.md is about 1.8k tokens, which your agent loads only when the skill is triggered. The skill folder holds 3 other files, including reference files (for example `references/knowledge-frameworks.md` and `references/modes.md`).

The repository describes itself as: Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered… The licence is Apache-2.0.

Example prompts

  • “/med-event-takeaways”

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

  1. Event content: transcripts/slides via search_documents + list_sources + read_source_outline / read_source_pages.
  2. Trial context: search_clinical_trials / get_clinical_trial for the studies discussed.
  3. Consensus: search_earnings_calendar (company-level); product consensus derived and labeled [DEDUCTED].
  4. Knowledge: search_investment_cases / search_investment_strategies / search_by_analogue (sectors=med) for pattern grounding and /v/…

What it can do on your machine

Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Med Event Takeaways loads about 1.8k tokens when it runs, and up to ~3k if it reads all its reference files. Until then it costs about 107 tokens; SKILL.md has 655 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~107
When it runs · the whole SKILL.md, loaded when a task matches
~1.8k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 655 words, ~1,773 tokens.

Download SKILL.mdSave it as .claude/skills/med-event-takeaways/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.
name
med-event-takeaways
description
Post-event analyst note (conferences, KOL events, site visits) with the professional note anatomy — headline verdict, per-stock takeaways with model numbers, KOL distillation, cross-trial comparison lattices, modeled deltas vs consensus (peak × POS), three what's-changed vectors, risk bullets, and materiality-rated conflicting views. Use after any med event to convert the event into actionable takeaways.
sectors
med.medicines_biotech, med.medical_devices
multi_ticker_semantics
basket_v1_1
temporal_scope.default_quarters
4
temporal_scope.max_quarters
8
temporal_scope.description
Event-note window default 4 quarters; up to 8 for multi-trial programs.
retrieval_scope
unstructured_document_search
min_tool_diversity
3
parameter_free
false

Methodology inspired by publicly taught sell-side note-writing practice; all text is an original paraphrase.

Defaults

ParameterDefault ValueRationale
note_anatomy9 sectionsheadline → per-stock → KOL → lattices → deltas → vectors → risks → trackers
delta_framingpeak × POSModeled deltas vs consensus are unadjusted peak × POS
conflict_policymateriality-ratedSurface verbatim, rate materiality, or defer to an outcomes trial
vector_setestimates/thesis/positioningThe three what's-changed vectors per covered name

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 event queries.

Triggers

  • "Write the note on [conference / KOL event]."
  • "What are the takeaways from [event] for my coverage?"
  • "Distill the [conference] KOL panel on [drug/class]."
  • "What changed for [ticker] after [event]?"
  • "Model the delta to consensus from [event]'s data."
  • "Which stocks move on [event] and why?"
  • "Conflict check: what did KOLs disagree on at [event]?"
  • "What do I update first — estimates, thesis, or positioning?"
  • "Summarize the cross-trial comparisons from [event]."
  • "Upside and downside risks after [event]."
  • "Link the living trackers that [event] should update."

Production Grounding

  • Note anatomy is fixed: headline verdict (paragraph one) → per-stock takeaways with model numbers → KOL distillation → raw data + cross-trial lattices → modeled deltas vs consensus (unadjusted peak × POS) → three what's-changed vectors (estimates / thesis / positioning) → risk bullets → living-tracker links.
  • Conflict rule: conflicting views surfaced verbatim, rated by materiality ("incremental positive, not narrative-changing") or deferred to a larger outcomes trial — never silently averaged.
  • Consensus delta: model-vs-consensus always explicit; POS changes logged with reasons; abstain where unquantifiable.
  • Buy-side lens: client-question section, where investor attention sits, per-name bull/bear pivot conditions.
  • Badges: [FACT]/[DEDUCTED]/[VIEW] with the summary table.

Data Source Priority

  1. Event content: transcripts/slides via search_documents + list_sources + read_source_outline / read_source_pages.
  2. Trial context: search_clinical_trials / get_clinical_trial for the studies discussed.
  3. Consensus: search_earnings_calendar (company-level); product consensus derived and labeled [DEDUCTED].
  4. Knowledge: search_investment_cases / search_investment_strategies / search_by_analogue (sectors=med) for pattern grounding and /v/ citations.

Methodology

Retrieval Scope

unstructured_document_search

Retrieval Strategy
  1. Enumerate the event's covered names, sessions, and data presentations.
  2. Retrieve transcripts/abstracts; extract per-presentation data with sources.
  3. Pull each discussed trial's record for lattice construction (vs SoC and class peers).
  4. Model deltas: unadjusted peak × POS per asset vs consensus, assumptions stated.
  5. Ground patterns via search_investment_cases / search_by_analogue (sectors=med); cite /v/.
Temporal Scope

See frontmatter temporal_scope block. Notes cover the meeting window plus the forward quarters its data affects.

Show full SKILL.md (256 more words)Show less
Tool Allowlist

See frontmatter allowed_tools.

Protocol
  1. Event inventory
  2. Data extraction (raw numbers + sources)
  3. KOL distillation + conflict capture (verbatim)
  4. Cross-trial lattices
  5. Model deltas vs consensus
  6. What's-changed vectors + risk bullets + tracker links

Modes

  • Conference note (default): multi-day meeting, per-session distillation.
  • KOL / site visit: single-source distillation with conflict emphasis.
  • Single-name note: one covered name with deeper model treatment.
  • Basket: multi-ticker note with per-name sections.

Tool Fallbacks

FailureFallback
Event transcript unavailableDegrade to abstracts/slides; annotate coverage_gap
No consensus figureState required inputs; label the delta [VIEW] — never fabricate
Trial record missingLattice cell marked unavailable; do not guess
Knowledge tools emptyEvent data only; annotate knowledge coverage_gap

Output File

{ticker}/{YYYY-MM-DD_HHMM}_med-event-takeaways_{affix}.md (multi-name: watchlist/{YYYY-MM-DD_HHMM}_med-event-note_{affix}.md)

Output Structure

  1. Headline Verdict — the event in 2-3 sentences
  2. Per-Stock Takeaways — 2-4 lines each, ≥1 model number
  3. KOL Distillation — themes + conflicting views verbatim with materiality ratings
  4. Cross-Trial Lattices — vs standard of care and class peers
  5. Model Deltas vs Consensus — peak × POS arithmetic, [DEDUCTED] labels
  6. What's Changed — estimates / thesis / positioning per name
  7. Risk Bullets — upside and downside
  8. Living-Tracker Links — trackers to append, never rewrite

Error Handling

ErrorFallback
Conflicting KOL viewsSurface both verbatim; rate materiality or defer to an outcomes trial — never average
Consensus absentcoverage_gap with required inputs; keep the internal model consistent
Event scope unclearNarrow to named sessions/presentations; flag what is out of scope

Memory Load

See contracts/memory-load.md.

Snapshot

See contracts/snapshot-synthesis.md.

Final Summary (TUI)

Include ### Key Citations block with 0-10 clickable /v/ URLs.

References

  • contracts/citation-and-memory.md
  • contracts/output-frontmatter-schema.md
  • contracts/memory-load.md
  • contracts/snapshot-synthesis.md
  • contracts/preflight.md
  • references/knowledge-frameworks.md

© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 2 other files (references) in plugins/vertical-plugins/bio-pharm/skills/agentii/med-event-takeaways of agentii-ai/agentii-investment-intelligence.

  • SKILL.md
  • references/knowledge-frameworks.md
  • references/modes.md

Open the folder on GitHubat commit 86980e1

Compare with similar skills

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Apple Notes Webhooks Eventsjeremylongshore/tons-of-skills-marketplace2.8k—~1.8kAutomated safety check: PassMIT
Meeting Notesoutline/outline41k—~551Automated safety check: PassCustom licence
Event Sourcing Architectdavila7/claude-code-templates33k4 repos~659Automated safety check: PassMIT
Event Store Designwshobson/agents40k9 repos~828Automated safety check: PassMIT

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Questions about Med Event Takeaways

What does Med Event Takeaways do?

Post-event analyst note (conferences, KOL events, site visits) with the professional note anatomy — headline verdict, per-stock takeaways with model numbers, KOL distillation, cross-trial comparison…. Med Event Takeaways is an agent skill from agentii-ai/agentii-investment-intelligence. Post-event analyst note (conferences, KOL events, site visits) with the professional note anatomy — headline verdict, per-stock takeaways with model numbers, KOL distillation, cross-trial comparison lattices, modeled deltas vs consensus (peak × POS), three what's-changed vectors, risk bullets, and materiality-rated conflicting views.

How do I install Med Event Takeaways in Claude Code?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill med-event-takeaways -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/bio-pharm/skills/agentii/med-event-takeaways in agentii-ai/agentii-investment-intelligence) into .claude/skills/med-event-takeaways in your project. Claude Code loads it when a task matches its description.

How do I install Med Event Takeaways in Codex?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill med-event-takeaways -a codex`. Or copy the skill folder (plugins/vertical-plugins/bio-pharm/skills/agentii/med-event-takeaways in agentii-ai/agentii-investment-intelligence) into .agents/skills/med-event-takeaways in your project. Codex loads it when a task matches its description.

Can I use Med Event Takeaways in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill med-event-takeaways -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/med-event-takeaways, .gemini/skills/med-event-takeaways, .github/skills/med-event-takeaways and .opencode/skills/med-event-takeaways in your project.

What does Med Event Takeaways need to run?

SKILL.md names no scripts, command-line tools or credentials: Med Event Takeaways is instructions for the agent only.

Does Med Event Takeaways access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Med Event Takeaways safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Med Event Takeaways use?

Med Event Takeaways is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Med Event Takeaways use?

About 1.8k tokens (SKILL.md is roughly 7.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.2k tokens, read only when the agent opens those files.

What are the alternatives to Med Event Takeaways?

Skills that share tags, products or a category with Med Event Takeaways: Events (coreyhaines31/marketingskills, 54k stars), Apple Notes Webhooks Events (jeremylongshore/tons-of-skills-marketplace, 2.8k stars), Meeting Notes (outline/outline, 41k stars) and Event Sourcing Architect (davila7/claude-code-templates, 33k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Med Event Takeaways?

agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.

Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.