Report Recipes & Personas
ClinicaLister ships 58 ready-made report recipes across eight categories — competitive intelligence, market access, regulatory, MSL, device, research, investor, and cross-persona. How recipes work, and the full catalog by persona.
What a report recipe is
A report recipe is a step-by-step playbook the assistant follows to produce a complete, sourced report from the MCP tools (plus web enrichment). Each recipe names the tools to call, the order to call them in, how to handle data gaps, and how to format the output — so you get a consistent, decision-ready deliverable instead of an ad-hoc answer. Recipes are maintained server-side and improve over time without any change on your end.
How to run one
Recipes are exposed through two tools. Ask the assistant for a report by name or by goal and it handles the rest.
- 1
Browse the catalog
The assistant calls get_agent_prompts to list available recipes with their persona and description — or you can just describe the report you want.
- 2
Load the recipe
It calls get_agent_prompt for the chosen recipe to retrieve the full instructions. The recipe can pre-resolve its inputs (a disease name to a MONDO id, a sponsor to its trials, a drug name to FDA ids) so it skips the lookup round-trips.
- 3
Generate the report
The assistant works the recipe against your data context, enriches with web search where the recipe calls for it, attributes every figure to its source, and returns a formatted report.
Tip: For large portfolios (50+ trials), the Scale Report Playbook recipe lays out how to run any report at scale — up to thousands of trials — without losing context or quality. Load it first.
The eight categories
Recipes are grouped into eight categories — seven professional roles plus a set of cross-persona recipes that apply to everyone.
| Category | Focus |
|---|---|
| Competitive Intelligence | Who competes where — density, pipelines, momentum, investigators, IP, safety. |
| Market Access / Pricing | Acquisition cost, Medicare spend, payments, shortages, IP cliffs. |
| Investors / Business Development | Pipeline risk, white-space, market sizing, IP-vs-revenue, biosimilars. |
| Regulatory Affairs | Designations, labels, FDA vs EMA, exclusivity timelines. |
| Medical Science Liaison | Endpoints, investigators, safety profiles, publication landscape. |
| Device Intelligence | Recalls, MAUDE safety, 510(k) predicates, device competition, GUDID. |
| Clinical Researchers / Scientists | Chemical identity, disease taxonomy, evidence gaps, literature. |
| Cross-Persona | Reports that apply across roles — portfolio-wide scans, change tracking, and scale playbooks. |
Competitive Intelligence
| Recipe | What it produces |
|---|---|
| Competitive Density Map | Sponsor-phase matrix and modality distribution for a therapeutic area. |
| Sponsor Pipeline Tracker | Pipeline depth and stage distribution per sponsor, with termination and approval status. |
| Enrollment Velocity Analysis | Enrollment-speed comparison across trials and sponsors. |
| Trial Design Comparison | Side-by-side protocol comparison across competing trials. |
| Regulatory Advantage Scorecard | Which sponsors hold FDA-designation acceleration advantages. |
| IP Cliff Competitive Intelligence | Competitor patent/exclusivity expiry timelines and entry windows. |
| Competitive Trial Landscape | Tabular landscape of an indication's trials — molecule, NCT, sponsor, line, sites, status. |
| Approval Timeline (Gantt) | Gantt of competing combos — trial timeline plus US/EU approvals. |
| New-Entrant Radar | Early-warning list of newly-registered competitor trials in a recent window. |
| Trial Momentum Tracker | Status-transition and modification velocity in an indication. |
| Investigator Overlap Map | KOLs/sites running multiple competing trials. |
| Comparative Safety Signals | Side-by-side PRR/ROR and FAERS signals across competing molecules. |
| Sponsor Portfolio Rollup | A sponsor's full portfolio — trials, molecules, devices, and indications. |
Market Access / Pricing
| Recipe | What it produces |
|---|---|
| Drug Acquisition Cost Report | Pharmacy acquisition cost with brand/generic differentials and class comparison. |
| Medicare Spending Analysis | Medicare market size, utilization, and spending trend per drug. |
| Manufacturer Payment Analysis | Manufacturer-to-physician payments for KOL and compliance analysis. |
| Drug Shortage Supply Chain Analysis | Supply-risk assessment with shortage severity and pricing impact. |
| IP Cliff Timeline | Patent/exclusivity expiry against revenue for generic-entry forecasting. |
| Medicare Trend Analysis | Year-over-year spend trajectory with growth ranking and price inflection. |
Investors / Business Development
| Recipe | What it produces |
|---|---|
| Pipeline Depth Report | Pipeline risk and breadth per sponsor — maturity, success rate, diversification. |
| Competitive Density by Indication | Crowded vs white-space indications for investment targeting. |
| Medicare Market Sizing | Addressable Medicare market per drug, by trial phase. |
| IP Cliff + Market Size Matrix | Patent expiry against revenue at risk — acquisition-target finder. |
| Regulatory Velocity Scorecard | Sponsors with regulatory-speed advantages and near-term approval predictions. |
| Biosimilar Competition Tracker | Biosimilar/interchangeable competition per reference drug. |
| EU/US Cross-Registry Analysis | ClinicalTrials.gov vs CTIS — enrollment, timeline, and geographic strategy. |
| Drug Shortage Supply Chain Intelligence | Deep supply-chain risk combining shortage, pricing, and trial context. |
| Patent & Exclusivity Landscape | Per-patent IP detail and sponsor IP-strength ranking across a portfolio. |
| Designation-Driven Competitive Advantage | How Fast Track / Breakthrough / Orphan / REMS create differentiation. |
Regulatory Affairs
| Recipe | What it produces |
|---|---|
| Orphan Designation Landscape | Rare-disease designations across a portfolio with sponsor depth. |
| Drug Label Intelligence | Boxed warnings, contraindications, interactions, and label recency. |
| Full Designation Matrix | Orphan + Fast Track + Breakthrough + REMS + Pediatric Exclusivity. |
| FDA vs EMA Comparison Dashboard | Side-by-side US/EU status — approval gaps and divergent designations. |
| Exclusivity Countdown | Exclusivity expiry timeline with stacking analysis and patent overlay. |
| Trial Changes Audit Trail | Substantive protocol changes — amendment frequency, endpoint changes, signals. |
Medical Science Liaison
| Recipe | What it produces |
|---|---|
| Endpoint & Outcome Tracker | Primary/secondary endpoint comparison across a therapeutic area. |
| Investigator & Contact Directory | Territory-specific investigator mapping for field engagement. |
| Safety Profile Dashboard | Per-drug safety combining DailyMed labels, FAERS, and eligibility exclusions. |
| Publication Landscape | Evidence density per trial, gaps, and citation-impact ranking. |
| Journal Impact Analysis | Which journals publish in the area, with impact-tier analysis. |
| FAERS Severity Dashboard | Post-market signal analysis ranking drugs by serious-outcome severity. |
Device Intelligence
| Recipe | What it produces |
|---|---|
| Device Recall Risk Assessment | Recall patterns by classification, firm, and reason; predicate-contamination risk. |
| Device Safety Intelligence | MAUDE post-market signals — AE severity, manufacturer risk, temporal trends. |
| 510(k) Predicate Chain Analysis | Predicate device chains, most-cited predicates, and contaminated chains. |
| Device Competitive Landscape | Device competition by product code and advisory committee. |
| Device-Trial Evidence Map | Which devices have trial evidence and which lack it; Class III gaps. |
| GUDID Product Intelligence | MRI safety, latex, sterilization, combination products, distribution status. |
Clinical Researchers / Scientists
| Recipe | What it produces |
|---|---|
| Chemical Identity Report | Molecular reference per substance — UNII, formula, weight, CAS, class. |
| Disease Taxonomy Map | Hierarchical disease classification with trial counts by subtype. |
| Evidence Gap Analysis | Trials with insufficient published evidence — voids and bias by phase. |
| Literature by Journal & Impact | Publications ranked by journal venue and citation impact. |
Cross-persona recipes
These apply to every role.
| Recipe | What it produces |
|---|---|
| Company Report | All-in-one company intelligence — pipeline, competition, portfolio, safety, regulatory, evidence, investigators, geography, and changes. |
| Pricing Intelligence Overview | NADAC + ASP + Part D + Open Payments + shortages + NDC in one view. |
| Publication Analysis Overview | Publications with trial context — gaps, citations, journal distribution. |
| Geographic Site Intelligence | Trial-site distribution by country, city, and facility for territory planning. |
| Web Links Intelligence | Patterns across user-curated web links — classification and attention ranking. |
| Scale Report Playbook | Meta-recipe: how to run any report at scale (100–2,000+ trials) without losing quality. |