sector-overview-med

Methodology inspired by publicly taught sector-framing approaches; all text is an original paraphrase.

Defaults

Parameter	Default Value	Rationale
taxonomy_level	industry (2 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. 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).

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 scope: med.medicines_biotech and med.medical_devices; healthcare services and life-sciences 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).
• Cross-sector ripple map: for every sector-level catalyst (FDA decision, pricing action, funding regime, class readout), map the quantified sign and magnitude per covered name — a have/have-not stock map, not a headline. Magnitudes carry sources or [VIEW] labels; names with no exposure are listed as have-nots, not omitted.
• Living-exhibit convention: sector exhibits are append-only — new observations append to the existing exhibit, prior entries are never rewritten. Every fact carries its source line.
• Grounding frameworks: references/knowledge-frameworks.md (道/法 layered review knowledge).

Data Source Priority

1. search_companies / list_coverage — sector membership and data freshness.
2. search_adcom_meetings — catalyst calendar by committee/date.
3. Knowledge layer: search_investment_strategies(sectors=med) + search_investment_cases(sectors=med) for sector-level plays.
4. search_unified / search_documents — filings/news context.

Methodology

Retrieval Scope

unstructured_document_search

Retrieval Strategy

1. Resolve sector scope via search_companies + taxonomy; count names per industry via list_coverage.
2. Pull catalyst density: search_adcom_meetings for the window.
3. Ground with med strategies/cases via the knowledge tools (sectors=med).
4. Synthesize trends with cited evidence.

Temporal Scope

See frontmatter temporal_scope block.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

1. Taxonomy framing
2. Catalyst mapping
3. Knowledge grounding
4. Trend synthesis

Modes

• Full sector (default): both med industries with catalyst overlay.
• Single industry: deep-dive one industry (e.g., medicines_biotech).
• Catalyst-focused: sector view organized around upcoming FDA events.
• Ripple map: one sector catalyst propagated to per-name sign/magnitude, appended to the living exhibit.

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

1. Executive Summary — sector stance in 2-3 sentences
2. Taxonomy Map — industries + representative names + coverage stats
3. Catalyst Calendar — dated FDA/earnings events shaping the sector
4. Trends & Structural Drivers — with evidence
5. Cross-Sector Ripple Map — per-name quantified sign/magnitude per sector catalyst (have/have-not stock map), appended to the living exhibit
6. Knowledge Grounding — med strategies/cases with /v/ citations
7. 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.md
• contracts/output-frontmatter-schema.md
• contracts/memory-load.md
• contracts/snapshot-synthesis.md
• contracts/preflight.md
• references/knowledge-frameworks.md