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Better evidence. Explicit assumptions. Falsifiable investment views.
AI should make research more inspectable—not make judgment less accountable.
I build open-source tools for healthcare investing, biotech research and AI-assisted fundamental analysis. My work connects biomedical evidence and public datasets to the questions that matter for an investment thesis: what changes, how it changes the model, and what would prove the thesis wrong.
- Research: Biotech, pharmaceuticals, medtech, life sciences tools and healthcare services.
- Evidence: Clinical trials, regulatory catalysts, utilization, reimbursement, provider economics and company filings.
- Methods: DCF, risk-adjusted NPV, scenarios, catalyst analysis and evidence-to-valuation workflows.
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The flagship integration point for healthcare equity research. A synthesis layer and 12 modular evidence pipelines connect clinical and regulatory developments, patient populations, commercial adoption, reimbursement, financial disclosures and valuation. Core value: Turn a source-backed observation into an explicit model assumption and a testable investment view.
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The platform brings together ClinicalTrials.gov, FDA, CMS, SEC EDGAR and other primary-source research workflows. It is the canonical integration point; the standalone project repositories below remain available during migration.
Discover → underwrite → decide and communicate → monitor and learn.
The workflow below comes from the Healthcare Equity Research Platform. It shows how evidence engines, valuation, thesis development and ongoing review connect.
flowchart TD
subgraph DISC["1 · Discover"]
ST["screen-themes"] --> IN["initiate<br/>scoping → memo → sub-sector layers"]
end
subgraph ENG["Evidence engines (co-installed plugins)"]
E1["cms-reimbursement"]
E2["clinical-catalysts"]
E3["provider-adoption"]
E4["procedure-exposure"]
end
FIN[("Financial layer<br/>filings & transcripts · Quartr / EDGAR")]
subgraph UW["2 · Underwrite"]
MV["model-valuation<br/>economic unit → formula → scenarios"] <--> TH["thesis<br/>variant perception · steel-man · pre-mortem"]
ME["meetings-experts<br/>1-on-1s · expert calls, MNPI-safe"] --> TH
INTL["international<br/>HTA · Japan · China · UK"] --> MV
ESG["esg-stewardship"] --> TH
end
IN --> MV
ENG -->|EVIDENCE BRIEFS| IV
FIN --> IV
LEDGER[("evidence ledger<br/>briefs from all five plugins")] --> IV
EA["evidence-assembler agent<br/>runs the engines end-to-end for a ticker"] -.-> IV
MV --> IV["investable-view capstone<br/>6 layers → scenario matrix → price-implied<br/>→ falsifiable underwriting statement"]
TH --> IV
subgraph DEC["3 · Decide & communicate"]
CO["comms-compliance<br/>IC memo · MNPI scrub · disclosures"]
PO["portfolio<br/>sizing · catalyst concentration · pairs"]
end
IV --> CO
IV --> PO
subgraph MON["4 · Monitor & learn"]
EARN["earnings<br/>preview → live triage → post-print"] --> SD["sell-discipline<br/>scorecards · watchlists · post-mortems"]
end
PO --> EARN
IV -->|falsifiers & early signals| SD
SD -->|lessons → base rates & thresholds| TH
classDef skill fill:#dbeafe,stroke:#2563eb,color:#111827
classDef data fill:#dcfce7,stroke:#16a34a,color:#111827
classDef agent fill:#fef3c7,stroke:#d97706,color:#111827,stroke-dasharray:5 5
classDef brief fill:#fce7f3,stroke:#db2777,color:#111827
classDef note fill:#f3f4f6,stroke:#6b7280,color:#111827
classDef ext fill:#ede9fe,stroke:#7c3aed,color:#111827
class ST,IN,MV,TH,ME,INTL,ESG,CO,PO,EARN,SD skill
class FIN,LEDGER data
class EA agent
class IV brief
class E1,E2,E3,E4 ext
Blue = skills · green = data sources and stores · amber (dashed) = agents · pink = evidence outputs · violet = suite handoffs.
Explore the source workflow and implementation →
Reproduced from the project's workflow documentation on 24 September 2026. Labels and connections are preserved; this profile copy does not automatically sync with future repository changes.
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From trial results to underwriting assumptions. Organize trial readouts and regulatory events around approval probability, label, timing and clinical differentiation.
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Understand the economics of market access. Connect coverage and payment evidence to access, pricing assumptions and healthcare business economics.
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Test demand against observable evidence. Use prescribing, utilization and launch proxies to challenge commercial assumptions and revenue trajectories.
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Bring financial discipline to the healthcare thesis. Examine company filings, accounting signals and insider activity alongside the scientific and commercial evidence.
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Explore all 12 evidence modules
| Research layer | Integrated module |
|---|---|
| Clinical and regulatory | clinical-catalysts |
| Publications, guidelines and expert signals | evidence-catalysts |
| Safety signals | fda-safety-signals |
| Prescription utilization | rx-utilization |
| Epidemiology and patient populations | epi-demand |
| Coverage and reimbursement | cms-reimbursement |
| Provider adoption | provider-adoption |
| Provider economics | provider-economics |
| Procedure and coding exposure | procedure-exposure |
| Patents, exclusivity and loss of exclusivity | ip-exclusivity |
| International access | global-access |
| Company filings and accounting | sec-forensics |
Domain expertise: Biotech · Pharma · Medtech · Life Sciences Tools · Managed Care · Healthcare Services · Digital Health
Research methods: DCF · rNPV · Scenario Analysis · Catalyst Research · Evidence Synthesis
Primary sources first. Important numbers should retain their source, vintage and limitations.
Evidence is not the conclusion. Observations, assumptions, calculations and investment judgment should remain distinguishable.
Models must be challengeable. A thesis needs explicit sensitivities, disconfirming evidence and a clear account of what would change the view.
Human judgment stays in the loop. These AI agents, skills and research workflows are designed to support institutional-quality due diligence—not to replace analyst accountability or imply independent certification.
Working on healthcare investing, biomedical data or AI-enabled research? Project issues and pull requests are welcome.
Start a project discussion · Explore my sustainable finance work
Research and educational tools—not medical advice or investment recommendations.
Public project capabilities vary; inspect each repository's documentation and limitations.
