Agent skill

Model Valuation

by hh-health-AI in hh-health-AI/healthcare-equity

This skill should be used when the user says "stress-test my DCF", "build the rNPV", "SOTP for [TICKER]", "LOE bridge", "razor-blade model", "MA Stars model", "GTN analysis", "biosimilar erosion…

MITAuto-check passedBusiness, Finance & HR

Install Model Valuation

skills CLI
$ npx skills add hh-health-AI/healthcare-equity --skill model-valuation -a claude-code

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

GitHub CLI
$ gh skill install hh-health-AI/healthcare-equity model-valuation --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/hh-health-AI/healthcare-equity.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/model-valuation .claude/skills/model-valuation && 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
model-valuation
GitHub stars
101
Token cost
~951 tokens
SKILL.md length
373 words
Files
8 (incl. references)
Skills in repo
72
Repo updated
First seen
Licence
MIT

At a glance

This skill should be used when the user says "stress-test my DCF", "build the rNPV", "SOTP for [TICKER]", "LOE bridge", "razor-blade model", "MA Stars model", "GTN analysis", "biosimilar erosion…

  • Works in 7 steps: Start with the economic unit (valuation… → Translate evidence, don't vibe it: every… → Scenarios per MOD-10: mechanism-distinct… → …
  • Says stress-test my DCF
  • SKILL.md covers Route by model and Execution rules — the…
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Model Valuation is an agent skill from hh-health-AI/healthcare-equity. This skill should be used when the user says "stress-test my DCF", "build the rNPV", "SOTP for [TICKER]", "LOE bridge", "razor-blade model", "MA Stars model", "GTN analysis", "biosimilar erosion curve", "unit economics stress test", "working capital forensics", "construct scenarios", or any healthcare model-building or valuation task.

Its SKILL.md is about 950 tokens, which your agent loads only when the skill is triggered. The skill folder holds 8 other files, including reference files (for example `references/case-library.md`, `references/case-source-audit.md` and `references/case-sources.json`).

It sits in Business, Finance & HR, covering Financial modeling and Load testing. The repository describes itself as: Synthesis engine for buy-side healthcare equity research. The licence is MIT.

When your agent uses it

  • Says stress-test my DCF
  • SOTP for [TICKER]
  • Razor-blade model
  • Biosimilar erosion curve

Example prompts

  • “stress-test my DCF”
  • “build the rNPV”
  • “SOTP for [TICKER]”
  • “/model-valuation”

Workflow steps

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

  1. Start with the economic unit (valuation map, evidence-to-valuation.md): patient-year, probability-adjusted treated patient, active system…
  2. Translate evidence, don't vibe it: every input change cites which variable moved and why, per the eight evidence-translation rules…
  3. Scenarios per MOD-10: mechanism-distinct bear/base/bull on the sub-sector's primary discriminator (scenario matrix), probabilities sum to…
  4. Reverse-engineer price: always close with what the current price implies (implied PoA, patient-years, MCR, NRR, utilization, margin) — the…
  5. Avoid the mapped errors (valuation map, verbatim per industry): one corporate multiple without LOE replacement; double-counting trial…
  6. Inputs from the engines: PoS and readout scenarios → clinical-catalysts; coverage/rates/IRA → cms-reimbursement; funnels and volumes →…
  7. Excel handoff: workbook construction goes to the model-builder / financial-analysis plugins (their dcf/comps/3-statement/audit skills)…

What it can do on your machine

Read from SKILL.md and the folder at commit 6c7bda8. 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

Model Valuation loads about 951 tokens when it runs, and up to ~26k if it reads all its reference files. Until then it costs about 88 tokens; SKILL.md has 373 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~88
When it runs · the whole SKILL.md, loaded when a task matches
~951
With references · SKILL.md plus every file in references/, read only if the agent opens them
~26k

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 hh-health-AI/healthcare-equity at commit 6c7bda8, republished under its MIT licence (© hh-health-AI). 373 words, ~951 tokens.

Download SKILL.mdSave it as .claude/skills/model-valuation/SKILL.md (or your agent's skills folder). This skill also uses 7 other files; get the full folder from GitHub.
name
model-valuation
description
This skill should be used when the user says "stress-test my DCF", "build the rNPV", "SOTP for [TICKER]", "LOE bridge", "razor-blade model", "MA Stars model", "GTN analysis", "biosimilar erosion curve", "unit economics stress test", "working capital forensics", "construct scenarios", or any healthcare model-building or valuation task.
metadata.version
0.1.0

Modeling & Valuation

Healthcare-specific model building, stress-testing, and valuation. Prompts in ${CLAUDE_PLUGIN_ROOT}/skills/model-valuation/references/prompts.md; the methodology backbone is the Evidence-to-Valuation framework in references/evidence-to-valuation.md (+ case-library.md, commercial-metrics.md, and loe-mechanics.md for generic/biosimilar entry timing, 351(k) odds, CGT tail liabilities, and post-approval change tiers).

Route by model

NeedPrompt
DCF sanity + market-implied reverse-engineerMOD-01
Diversified pharma/medtech SOTPMOD-02
Biotech asset rNPVMOD-03
Large-cap pharma LOE bridgeMOD-04 (+ SUB-PHA-01 replenishment audit, SUB-PHA-05 biosimilar erosion, references/loe-mechanics.md for Orange Book × tentative-docket entry forecasting)
Capital + consumables (razor-blade)MOD-05
Tools/dx end-market capex cycleMOD-06 (+ SUB-TLS-02 NGS mix, SUB-TLS-04 IVD pull-through)
MA operator Stars/bid modelMOD-07 (+ SUB-SVC-03 vertical integration, SUB-SVC-04 VBC capitation)
Digital health unit economicsMOD-08
Earnings-quality / cash forensicsMOD-09
Pricing/net-price workSUB-PHA-04 GTN, SUB-MED-05 ASP deflation
Scenario construction as a disciplineMOD-10

Execution rules — the framework is law

  1. Start with the economic unit (valuation map, evidence-to-valuation.md): patient-year, probability-adjusted treated patient, active system, paid test, converted order/backlog, adjusted case, member-month, claim/unit, ARR customer. The unit selects the dominant formula, preferred valuation framework, and price-implied variable — quote the row.
  2. Translate evidence, don't vibe it: every input change cites which variable moved and why, per the eight evidence-translation rules; respect the "not automatic" column (and never reward the same evidence twice — the post-approval PoA rule).
  3. Scenarios per MOD-10: mechanism-distinct bear/base/bull on the sub-sector's primary discriminator (scenario matrix), probabilities sum to 1.00 with ≥5% unknown-unknown residual, early signal per scenario, thresholds set before the print.
  4. Reverse-engineer price: always close with what the current price implies (implied PoA, patient-years, MCR, NRR, utilization, margin) — the variant-perception raw material. Live market/consensus figures come from the user's terminal; request, never fabricate.
  5. Avoid the mapped errors (valuation map, verbatim per industry): one corporate multiple without LOE replacement; double-counting trial evidence across PoA/share/price; valuing placements without utilization; ordered tests or accounting ASP as cash economics; capitalizing reserve releases; pass-through revenue as distributor value; usage as paid ARR.
  6. Inputs from the engines: PoS and readout scenarios → clinical-catalysts; coverage/rates/IRA → cms-reimbursement; funnels and volumes → procedure-exposure; adoption/capacity → provider-adoption. Cite their EVIDENCE BRIEFs as the inputs' provenance.
  7. Excel handoff: workbook construction goes to the model-builder / financial-analysis plugins (their dcf/comps/3-statement/audit skills); this skill owns the healthcare methodology and assumptions. Analogous case patterns: check references/case-library.md (24 worked cases) for the matching evidence-type before building.

© hh-health-AI, MIT. 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 7 other files (references) in skills/model-valuation of hh-health-AI/healthcare-equity.

  • SKILL.md
  • references/case-library.md
  • references/case-source-audit.md
  • references/case-sources.json
  • references/commercial-metrics.md
  • references/evidence-to-valuation.md
  • references/loe-mechanics.md
  • references/prompts.md

Open the folder on GitHubat commit 6c7bda8

Compare with similar skills

Model Valuation 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.

Model Valuation compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Model Valuation this skillhh-health-AI/healthcare-equity101—~951Automated safety check: PassMIT
Financial Model ReviewNateBJones-Projects/OB14.7k—~1kAutomated safety check: PassCustom licence
Financial Modelingcbrock84/headcount2k—~1.1kAutomated safety check: PassMIT
Creating Financial ModelsChen-zexi/open-ptc-agent7293 repos~1.3kAutomated safety check: PassMIT
Equity ResearchrollingSirius/equity-research-skill453—~1.5kAutomated safety check: PassMIT
SaaS Metrics Coachrongxinzy/RongxinAI1542 repos~1.3kAutomated safety check: PassMIT

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Questions about Model Valuation

What does Model Valuation do?

This skill should be used when the user says "stress-test my DCF", "build the rNPV", "SOTP for [TICKER]", "LOE bridge", "razor-blade model", "MA Stars model", "GTN analysis", "biosimilar erosion…. Model Valuation is an agent skill from hh-health-AI/healthcare-equity. This skill should be used when the user says "stress-test my DCF", "build the rNPV", "SOTP for [TICKER]", "LOE bridge", "razor-blade model", "MA Stars model", "GTN analysis", "biosimilar erosion curve", "unit economics stress test", "working capital forensics", "construct scenarios", or any healthcare model-building or valuation task.

When should I use Model Valuation?

Model Valuation fits situations like: says stress-test my DCF; SOTP for [TICKER]; razor-blade model; biosimilar erosion curve.

How do I install Model Valuation in Claude Code?

Run `npx skills add hh-health-AI/healthcare-equity --skill model-valuation -a claude-code`. Or copy the skill folder (skills/model-valuation in hh-health-AI/healthcare-equity) into .claude/skills/model-valuation in your project. Claude Code loads it when a task matches its description.

How do I install Model Valuation in Codex?

Run `npx skills add hh-health-AI/healthcare-equity --skill model-valuation -a codex`. Or copy the skill folder (skills/model-valuation in hh-health-AI/healthcare-equity) into .agents/skills/model-valuation in your project. Codex loads it when a task matches its description.

Can I use Model Valuation 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 hh-health-AI/healthcare-equity --skill model-valuation -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/model-valuation, .gemini/skills/model-valuation, .github/skills/model-valuation and .opencode/skills/model-valuation in your project.

What does Model Valuation need to run?

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

Does Model Valuation 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 Model Valuation 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 Model Valuation use?

Model Valuation is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Model Valuation use?

About 951 tokens (SKILL.md is roughly 3.8k 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 25k tokens, read only when the agent opens those files.

What are the alternatives to Model Valuation?

Skills that share tags, products or a category with Model Valuation: Financial Model Review (NateBJones-Projects/OB1, 4.7k stars), Financial Modeling (cbrock84/headcount, 2k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Equity Research (rollingSirius/equity-research-skill, 453 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Model Valuation?

hh-health-AI (a GitHub user) maintains it in hh-health-AI/healthcare-equity, which has 101 GitHub stars. The repository holds 72 skills in this directory. The repository was last updated on October 8, 2026.

Source: hh-health-AI/healthcare-equity on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.