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概要と使いどころ
What-if scenario analysis, scenario tree construction, base bull bear case, sensitivity to macro variables, revenue scenario modeling, cost scenario analysis, margin impact scenarios, interest rate sensitivity, currency impact scenarios, commodity price scenarios
日本語の概要は準備中です。原文の説明を表示しています。
DCF valuation model, discounted cash flow, intrinsic value, WACC calculation, terminal value, free cash flow projection, equity value per share, DCF sensitivity analysis, unlevered free cash flow, present value calculation, build a DCF
日本語の概要は準備中です。原文の説明を表示しています。
Business model classification, business model analysis, structural analysis of how a company makes money, product offering decomposition, distribution channel analysis, customer segment analysis, revenue model identification, market sizing TAM SAM SOM, competitive positioning, business unit performance, management team & leadership analysis, what does the company sell, how does the company go to market, business model type platform service product, channel mix direct vs indirect, revenue concentration risk, CEO CFO executive backgrounds and changes
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CDER-track catalyst analysis for medicines: PDUFA target dates, AdCom votes, sNDA/sBLA label expansions, biosimilar interchangeability and 180-day exclusivity, Orange Book state, and CRL remediation timelines — enumerated, verified, and sized per event for any biotech/pharma ticker or watchlist.
日本語の概要は準備中です。原文の説明を表示しています。
Vaccine catalyst analysis across the two-gate path: CBER BLA review and the ACIP recommendation gate that turns FDA approval into commercial availability. Lot release, procurement milestones, pediatric bridging, and healthy-population efficacy context — dated, verified, and sized per event.
日本語の概要は準備中です。原文の説明を表示しています。
Peer benchmarking, multi-ticker financial comparison, growth value matrix, composite z-score ranking, industry peer comparison, competitive benchmarking, sector relative performance, peer group analysis, industry leader comparison, financial ratio benchmarking
日本語の概要は準備中です。原文の説明を表示しています。
Unit economics analysis, CAC LTV estimation, churn inference, gross margin per unit, customer economics, subscription economics, per-unit profitability, contribution margin, payback period, cohort economics
日本語の概要は準備中です。原文の説明を表示しています。
Revenue decomposition, segment breakdown, geographic revenue split, product-line waterfall, revenue mix analysis, business segment performance, divisional revenue, revenue concentration, customer revenue dependency, channel revenue analysis
日本語の概要は準備中です。原文の説明を表示しています。
Weekly product-level commercial tracking — TRx/NRx with current/4-wk/12-wk share and YoY, launch curves overlaid with same-class analogs plus a consensus-implied trajectory, LOE/biosimilar erosion series, GTN/net-price stress brackets, and per-row data-caveat discipline. Use to track any launched drug, biologic, device, or vaccine against its class and consensus.
日本語の概要は準備中です。原文の説明を表示しています。
Operational KPI tracking, headcount trends, utilization rates, backlog analysis, book-to-bill ratio, operational efficiency metrics, capacity utilization, productivity metrics, operational leverage, same-store sales
日本語の概要は準備中です。原文の説明を表示しています。
Currency analysis, FX rate forecast, carry trade analysis, purchasing power parity, central bank divergence, currency regime, dollar index DXY, forex strategy, exchange rate modeling, capital flow analysis, currency crisis, peg defense
日本語の概要は準備中です。原文の説明を表示しています。
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.
日本語の概要は準備中です。原文の説明を表示しています。
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.
日本語の概要は準備中です。原文の説明を表示しています。
Med peer benchmarking: select actual biotech/pharma peers via the med universe (drug/indication overlap where possible) and compare med-relevant metrics — pipeline depth, catalyst density, cash position, margins, valuation multiples.
日本語の概要は準備中です。原文の説明を表示しています。
Clinical-trial readout analysis: pull the trial, evaluate the readout with AdCom-style scrutiny (endpoints, statistics, subgroups, missing data, safety, tolerability/persistence), place it in a cross-trial comparison lattice vs SoC and class peers, and size the stock reaction with historical grounding. The judgment core for binary biotech events.
日本語の概要は準備中です。原文の説明を表示しています。
Med-sector overview across med.medicines_biotech and med.medical_devices with med trends, catalysts, FDA-decision context, and a cross-sector ripple map (quantified sign/magnitude per name). Use to frame any biotech/pharma/device analysis before diving into a single name.
日本語の概要は準備中です。原文の説明を表示しています。
Device pipeline analysis: feasibility and pivotal study stages, design-iteration cycles, RWE studies, and post-market obligations, with reimbursement-aware value framing and decision-track awareness across the med universe.
日本語の概要は準備中です。原文の説明を表示しています。
Comparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable analysis
日本語の概要は準備中です。原文の説明を表示しています。
Medicines pipeline analysis over structured universes: Phase I-III assets with probability-of-success discipline (unadjusted peak x POS = modeled value; POS changes logged with reasons), trial status-diff tracking, and mechanism/competitor mapping via drug-knowledge lookups.
日本語の概要は準備中です。原文の説明を表示しています。
Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace, formula integrity check
日本語の概要は準備中です。原文の説明を表示しています。
Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates) rather than generic financials alone.
日本語の概要は準備中です。原文の説明を表示しています。
Vaccine pipeline analysis: immunogenicity and seroconversion studies, lot-consistency trials, healthy-population efficacy designs, and age-cohort bridging, with the ACIP gate built into the value path across the med universe.
日本語の概要は準備中です。原文の説明を表示しています。
Provider-independent production workflow for AI agents creating brand launch films, product reveal videos, manifesto films, campaign hero films, website hero videos, investor/customer launch assets, and social cutdowns. Use when planning, scripting, generating, editing, reviewing, or delivering launch films that must align strategy, claims, brand voice, visual direction, product proof, accessibility, compliance, and multi-platform delivery.
日本語の概要は準備中です。原文の説明を表示しています。
Research public companies and listed securities with current market, company, ownership, and filing data through SandBase. Use for ticker analysis, price-performance comparisons, insider activity, or an evidence-backed investment research brief; do not use for trade execution or personalized financial advice.
日本語の概要は準備中です。原文の説明を表示しています。