Agent skill

Med Market Sizing

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

Patient-flow market sizing for med products — prevalence → diagnosed → interested → affordable → covered → treated → persistent, priced as price × duration per cohort, with capacity constraints…

Apache-2.0Auto-check passedProduct & Project Management

Install Med Market Sizing

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

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

GitHub CLI
$ gh skill install agentii-ai/agentii-investment-intelligence med-market-sizing --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-market-sizing .claude/skills/med-market-sizing && 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-market-sizing
GitHub stars
207
Token cost
~1.8k tokens
SKILL.md length
678 words
Files
3 (incl. references)
Skills in repo
79
Repo updated
First seen
Licence
Apache-2.0

At a glance

Patient-flow market sizing for med products — prevalence → diagnosed → interested → affordable → covered → treated → persistent, priced as price × duration per cohort, with capacity constraints…

  • Works in 5 steps: Prevalence/epidemiology:… → Universe + mechanism:… → Pricing/coverage: search_sec_filings… → …
  • Size a therapy area
  • 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 Market Sizing is an agent skill from agentii-ai/agentii-investment-intelligence. Patient-flow market sizing for med products — prevalence → diagnosed → interested → affordable → covered → treated → persistent, priced as price × duration per cohort, with capacity constraints, named historical analog anchoring, and always bull/base/bear named-driver grids. Use to size a therapy area or product market before any valuation or share work.

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`).

It sits in Product & Project Management, covering Market sizing. 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.

When your agent uses it

  • Size a therapy area
  • Product market before any valuation

Example prompts

  • “/med-market-sizing”

Workflow steps

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

  1. Prevalence/epidemiology: search_documents (epidemiology sources) + read_source_outline / read_source_pages.
  2. Universe + mechanism: search_universe_drugs / search_universe_devices; search_drug_knowledge / search_drugs_by_indication (spec 054 silver).
  3. Pricing/coverage: search_sec_filings (net price, GTN) + payer coverage via search_documents.
  4. Capacity: filings and transcripts (plants, API supply, fill-finish).
  5. Knowledge: search_investment_strategies / search_investment_cases (sectors=med) for sizing frameworks and prior TAM cases.

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 Market Sizing loads about 1.8k tokens when it runs, and up to ~3k if it reads all its reference files. Until then it costs about 94 tokens; SKILL.md has 678 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~94
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). 678 words, ~1,835 tokens.

Download SKILL.mdSave it as .claude/skills/med-market-sizing/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.
name
med-market-sizing
description
Patient-flow market sizing for med products — prevalence → diagnosed → interested → affordable → covered → treated → persistent, priced as price × duration per cohort, with capacity constraints, named historical analog anchoring, and always bull/base/bear named-driver grids. Use to size a therapy area or product market before any valuation or share work.
sectors
med.medicines_biotech, med.medical_devices
multi_ticker_semantics
single_target
temporal_scope.default_quarters
4
temporal_scope.max_quarters
12
temporal_scope.description
Sizing horizon default 4 quarters; up to 12 for capacity and launch ramps.
retrieval_scope
unstructured_document_search
min_tool_diversity
3
parameter_free
false

Methodology inspired by publicly taught patient-flow sizing approaches; all text is an original paraphrase.

Defaults

ParameterDefault ValueRationale
funnel_stages7prevalence → diagnosed → interested → affordable → covered → treated → persistent
affordability_rule~10% monthly budgetIncome-share rule per cohort and country
scenario_gridbull/base/bearNever a single point number
analog_anchorsnamedStatins for penetration, tech S-curves for adoption
capacity_stateexplicitSupply-constrained vs demand-limited + flip condition

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 market queries.

Triggers

  • "What is the TAM for [therapy area]?"
  • "Size the market for [drug/device] in [indication]."
  • "What has to be true for the bear case in [class]?"
  • "Walk me through the patient funnel for [indication]."
  • "Is [class] supply-constrained or demand-limited?"
  • "What capacity ceiling do [company]'s plants impose?"
  • "Anchor [class] adoption to a historical analog."
  • "Bull/base/bear sizing for [indication] with drivers."
  • "How does the income-share rule cap affordability?"
  • "What penetration rate is realistic for [class]?"
  • "How much API does [class] need per patient-year?"

Production Grounding

  • Funnel: prevalence → diagnosed → interested → affordable (income-share rule, ~10% of monthly budget) → covered → treated → persistent; every stage carries an explicit rate or a coverage_gap. Price as price × duration per cohort and country; never skip a stage silently.
  • Capacity check is mandatory: plants × units/yr, API kg/patient/yr, fill-finish lead times. State whether the market is supply-constrained or demand-limited and the condition that flips it.
  • Analog anchoring: named historical analogs (statins for penetration, tech S-curves for adoption); every anchor carries its citation.
  • Scenario discipline: bull/base/bear with a named-driver assumption grid; uncertainty at market level, POS at asset level; model-vs-consensus delta always explicit; abstain where unquantifiable.
  • Badges: [FACT]/[DEDUCTED]/[VIEW] with the summary table.

Data Source Priority

  1. Prevalence/epidemiology: search_documents (epidemiology sources) + read_source_outline / read_source_pages.
  2. Universe + mechanism: search_universe_drugs / search_universe_devices; search_drug_knowledge / search_drugs_by_indication (spec 054 silver).
  3. Pricing/coverage: search_sec_filings (net price, GTN) + payer coverage via search_documents.
  4. Capacity: filings and transcripts (plants, API supply, fill-finish).
  5. Knowledge: search_investment_strategies / search_investment_cases (sectors=med) for sizing frameworks and prior TAM cases.

Methodology

Retrieval Scope

unstructured_document_search

Retrieval Strategy
  1. Resolve indication and product scope via search_companies + search_universe_drugs / search_universe_devices.
  2. Collect prevalence/diagnosis rates from epidemiology documents; cite each stage rate.
  3. Pull pricing (net price, GTN) and coverage evidence from filings and payer documents.
  4. Pull capacity evidence (plants, API supply, fill-finish) from filings/transcripts.
  5. Anchor penetration to named analogs; retrieve prior TAM cases (sectors=med); cite /v/ records.
  6. Build the bull/base/bear grid.
Show full SKILL.md (264 more words)Show less
Temporal Scope

See frontmatter temporal_scope block. Ramp and capacity paths may extend to max_quarters.

Tool Allowlist

See frontmatter allowed_tools.

Protocol
  1. Indication framing
  2. Funnel build (stage rates cited or coverage_gap)
  3. Cohort pricing (price × duration)
  4. Capacity check + constraint state
  5. Analog anchoring
  6. Bull/base/bear grid

Modes

  • Drug / biologic (default): prevalence-based funnel with payer/coverage stages.
  • Device: placements/procedures and installed-base stages replace script stages.
  • Vaccine: healthy-population cohorts, ACIP-gated uptake, procurement value.
  • Single indication: one indication × country with full cohort splits.

Tool Fallbacks

FailureFallback
Prevalence source absentcoverage_gap at the stage; list required inputs — never fabricate a rate
No pricing disclosureBracket net price from filings; label [DEDUCTED] / [VIEW]
Drug absent from silver layerUniverse + filings; annotate knowledge coverage_gap
Capacity undisclosedState the flip-condition logic qualitatively [VIEW]

Output File

{ticker}/{YYYY-MM-DD_HHMM}_med-market-sizing_{affix}.md (market-level: _sector/{YYYY-MM-DD_HHMM}_med-market-sizing_{affix}.md)

Output Structure

  1. Executive Summary — TAM stance + constraint state, 2-3 sentences
  2. Patient-Flow Funnel — stage-by-stage rates, each cited or coverage_gap
  3. Cohort Pricing — price × duration per cohort/country
  4. Capacity Check — ceiling + supply-constrained vs demand-limited + flip condition
  5. Analog Anchors — named penetration/adoption analogs with citations
  6. Scenario Grid — bull/base/bear with named-driver assumptions
  7. Coverage Gaps — missing sources and degraded stages

Error Handling

ErrorFallback
Missing prevalence datacoverage_gap at the stage; state the required input — never fabricate a rate
Conflicting prevalence sourcesShow both with provenance; use the range in the scenario grid
No consensus comparatorState model vs consensus as unavailable; keep the bull/base/bear internal consistency

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-market-sizing 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

Med Market Sizing next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Med Market Sizing compared with similar skills
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Med Market Sizing this skillagentii-ai/agentii-investment-intelligence207—~1.8kAutomated safety check: PassApache-2.0
TAM SAM SOM Calculatordeanpeters/Product-Manager-Skills7.2k1 repos~4.8kAutomated safety check: PassCustom licence
Market Sizing Analysisnicepkg/auto-company19511 repos~3.1kAutomated safety check: PassNone
Management ConsultantDogInfantry/claude-skill-management-consultant-B1136—~14kAutomated safety check: PassCustom licence
Competitor MapperMaxKmet/idea-validation-agents478—~3.3kAutomated safety check: PassMIT
Market Sizing Frameworksslgoodrich/agents139—~3.3kAutomated safety check: PassCustom licence

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Questions about Med Market Sizing

What does Med Market Sizing do?

Patient-flow market sizing for med products — prevalence → diagnosed → interested → affordable → covered → treated → persistent, priced as price × duration per cohort, with capacity constraints…. Med Market Sizing is an agent skill from agentii-ai/agentii-investment-intelligence. Patient-flow market sizing for med products — prevalence → diagnosed → interested → affordable → covered → treated → persistent, priced as price × duration per cohort, with capacity constraints, named historical analog anchoring, and always bull/base/bear named-driver grids.

When should I use Med Market Sizing?

Med Market Sizing fits situations like: size a therapy area; product market before any valuation.

How do I install Med Market Sizing in Claude Code?

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

How do I install Med Market Sizing in Codex?

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

Can I use Med Market Sizing 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-market-sizing -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-market-sizing, .gemini/skills/med-market-sizing, .github/skills/med-market-sizing and .opencode/skills/med-market-sizing in your project.

What does Med Market Sizing need to run?

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

Does Med Market Sizing 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 Market Sizing 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 Market Sizing use?

Med Market Sizing 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 Market Sizing use?

About 1.8k tokens (SKILL.md is roughly 7.3k 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 Market Sizing?

Skills that share tags, products or a category with Med Market Sizing: TAM SAM SOM Calculator (deanpeters/Product-Manager-Skills, 7.2k stars), Market Sizing Analysis (nicepkg/auto-company, 195 stars), Management Consultant (DogInfantry/claude-skill-management-consultant-B1, 136 stars) and Competitor Mapper (MaxKmet/idea-validation-agents, 478 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Med Market Sizing?

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.