hh-health-ai/healthcare-equity/earnings

Claude Code and agent skill by hh-health-ai/healthcare-equity

Trust tier 3
  • community
Source check pending

Checking that the SKILL.md file is still in the repository.

This skill should be used when the user says "preview the print", "build a KPI tracker", "live-call triage sheet", "post-print update for [TICKER]", "decompose the guide", "MLR bridge", "quarterly cash and catalyst refresh", "cross-read [peer]'s call", or anything in the healthcare earnings cycle.

Install

npx vskill@latest install hh-health-ai/healthcare-equity/earnings

SKILL.md

Earnings Workflows

The full earnings cycle — preview, live, post-print, and sub-sector quarterly reads. Prompts in ${CLAUDE_PLUGIN_ROOT}/skills/earnings/references/prompts.md.

Route by moment

MomentPrompt
Once per name (systematize the metrics)EARN-02 KPI tracker build
T-7 before the printEARN-01 earnings preview
On the callEARN-03 live-call triage sheet
Within 24h of the printEARN-04 post-print thesis update
Guidance issued/revisedEARN-05 guide decomposition & path-to-number
Within 60 minutes (internal flash)COMM-03 quick-reaction note
Clinical-stage biotech quarterEARN-06 cash & catalyst refresh
Payor quarterEARN-07 managed-care MLR bridge
Pharma commercial momentumSUB-PHA-03 TRx/NRx divergence monitor
Hospital operator reportedSUB-SVC-01 cross-read (medtech/pharma/payor implications)
Peer reportedSS-03 conference-call cross-read

Execution rules

  1. Transcripts, releases, and filings come from the Quartr connector (or EDGAR/web); consensus figures from the user's terminal — request them, never invent them. Time-stamp every number with its reporting period (standing instructions).
  2. Use the sub-sector metric definitions in ${CLAUDE_PLUGIN_ROOT}/skills/model-valuation/references/commercial-metrics.md (NRx/TRx/NBRx, placements/installed base/pull-through, procedure volume/reorder/ASP, lives/MLR/PMPM) so KPI trackers use the right ladder per name.
  3. Payor prints: normalize prior-period development before reading MLR (the managed-care discipline in model-valuation's references); biotech prints: distinguish gross from net burn (EARN-06's rule); hospital prints: read contribution per adjusted case, not revenue per case.
  4. Route earnings-revealed evidence outward: coverage/rate commentary → cms-reimbursement; trial/timeline updates → clinical-catalysts; site/volume disclosures → provider-adoption / procedure-exposure. Pull their EVIDENCE BRIEFs back into EARN-04's model-impact section.
  5. Verdict discipline in EARN-04: thesis pillar by pillar — confirmed / intact / weakened / broken — then action. Excel model updates hand off to the earnings-reviewer plugin.
  6. Chain: EARN-02 (once) → EARN-01 → EARN-03 → EARN-04 → EARN-05 (if guided) → EARN-06/07 (sub-sector) → COMM-03.

Security

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