Methodology inspired by publicly taught sector-framing approaches; all text is an original paraphrase.
Defaults
| Parameter | Default Value | Rationale |
|---|---|---|
| taxonomy_level | industry (4 med industries) | Med sector frames at industry granularity |
| include_catalysts | true | FDA decisions are the defining med-sector driver |
| lookback_quarters | 4 | Standard trend window |
Preflight
Run canonical pre-flight per contracts/preflight.md. Propagate X-Agentii-Trace per contracts/x-agentii-trace-header.md.
Triggers
- "Give me an overview of the biotech sector."
- "How is the pharma industry structured?"
- "What are the main med sector trends right now?"
- "Which med sub-sectors are most catalyst-rich this quarter?"
- "Map the medical-devices landscape for me."
- "What's the regulatory backdrop for healthcare this year?"
- "How do med.medicines_biotech names differ from med.medical_devices?"
- "Summarize the FDA approval environment for the sector."
- "What are the structural drivers of biotech valuations?"
- "Which committees are most active in AdCom reviews lately?"
Production Grounding
- Med industry taxonomy (spec 049):
med.medicines_biotech,med.medical_devices,med.healthcare_services,med.life_sciences_tools; services/tools are out of scope for the bio-pharm vertical (servable by generic skills). - FDA decisions (approve/CRL/AdCom) are the strongest sector catalysts; sector framing must include the catalyst calendar (
search_adcom_meetings). - Grounding frameworks:
references/knowledge-frameworks.md(道/法 layered review knowledge).
Data Source Priority
search_companies/list_coverage— sector membership and data freshness.search_adcom_meetings— catalyst calendar by committee/date.- Knowledge layer:
search_investment_strategies(sectors=med)+search_investment_cases(sectors=med)for sector-level plays. search_unified/search_documents— filings/news context.
Methodology
Retrieval Scope
unstructured_document_search
Retrieval Strategy
- Resolve sector scope via
search_companies+ taxonomy; count names per industry vialist_coverage. - Pull catalyst density:
search_adcom_meetingsfor the window. - Ground with med strategies/cases via the knowledge tools (sectors=med).
- Synthesize trends with cited evidence.
Temporal Scope
See frontmatter temporal_scope block.
Tool Allowlist
See frontmatter allowed_tools.
Protocol
- Taxonomy framing
- Catalyst mapping
- Knowledge grounding
- Trend synthesis
Modes
- Full sector (default): all four med industries with catalyst overlay.
- Single industry: deep-dive one industry (e.g., medicines_biotech).
- Catalyst-focused: sector view organized around upcoming FDA events.
Tool Fallbacks
| Failure | Fallback |
|---|---|
| search_companies empty | Use search_unified keyword search; annotate coverage_gap |
| search_adcom_meetings empty | Degrade to search_documents keyword "AdCom"; flag |
| Knowledge tools empty | Proceed with structured data only; annotate knowledge coverage_gap |
Output File
_sector/{YYYY-MM-DD_HHMM}_med-sector-overview-med_{affix}.md
Output Structure
- Executive Summary — sector stance in 2-3 sentences
- Taxonomy Map — industries + representative names + coverage stats
- Catalyst Calendar — dated FDA/earnings events shaping the sector
- Trends & Structural Drivers — with evidence
- Knowledge Grounding — med strategies/cases with /v/ citations
- Coverage Gaps — data limitations and degraded flags
Error Handling
| Error | Fallback |
|---|---|
| No taxonomy matches | Broaden via search_companies name search; flag degraded |
| Empty catalyst calendar | Note sector catalysts may be sparse; rely on knowledge layer |
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.mdcontracts/output-frontmatter-schema.mdcontracts/memory-load.mdcontracts/snapshot-synthesis.mdcontracts/preflight.mdreferences/knowledge-frameworks.md