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@johnkmason Avatar @johnkmason John Mason

John Mason posts on X about $qure, finance, $infy, infy the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXX% finance XXXX%

Social topic influence $qure #32, finance 2.13%, $infy 2.13%, infy 2.13%, $700k 2.13%, $15m 2.13%, longterm 2.13%, ltc 2.13%, $ci 2.13%, $cnc XXXX%

Top accounts mentioned or mentioned by @cureffi @stokedonwaves @kennyack5 @aureliusltd28 @tradedollarnut @jaysyoon @petermantas @ab1001disciple @amaymd @seedy19tron @nuggy5 @ragingbullcap @toffcap @onepunchcard @armsgarrett @desertdweller93 @thesmallpond_ @stockdaddy6597 @benmarcus613 @rnaianalyst

Top assets mentioned uniQure N.V. (QURE) Infosys Limited (INFY) Cigna Corp (CI) Centene Corp (CNC) UnitedHealth Group (UNH) Golar LNG Ltd (GLNG)

Top Social Posts #

Top posts by engagements in the last XX hours

"Was talking to my stepsister who works with pharma as they label/price drugs about $QURE. She pressure-tested my AMT-130 pricing assumptions given she's seen finance folks go into pricing negotiations with rosy estimates but get taken down notch(es) by payers. 🧵"
X Link @johnkmason 2025-10-12T02:08Z XXX followers, 1157 engagements

"Looked at the new H1B policy. Surprisingly sensible: X. Doesnt apply to intl students at US colleges on F-1/OPT STEM (only H1B petitioners ex-US) X. Raises salary requirements Net: will hammer $INFY and Tata and benefit intl students at US colleges (esp STEM given 3Y OPT)"
X Link @johnkmason 2025-09-20T16:23Z XXX followers, XXX engagements

"2. Ground-up value estimate FOR insurers based on avoidance of existing cost of treatment over lifetime including LTC. Rough estimate of $700k-$1.5m over lifetime including long-term care"
X Link @johnkmason 2025-10-12T02:08Z XXX followers, XXX engagements

"Source: $CI $CNC $UNH re: ACA rates"
X Link @johnkmason 2025-10-16T04:54Z XXX followers, 2048 engagements

"Definitely builds confidence in the $2m assumption I have built into my model. Any other challenges/doubts from folks that $QURE will be able to price at $2m Or reasoning backing a higher price @peter_mantas @AB1001_disciple @A_May_MD @seedy19tron"
X Link @johnkmason 2025-10-12T02:08Z XXX followers, XXX engagements

"Believe below is the most recent interview (10/3) Sarah Tabrizi (AMT-130 KOL) has given since $QURE readout. This video literally only has XXX views: alpha Been scouring for bear cases as I have XX% of my NW in this and it presents two: 🧵"
X Link @johnkmason 2025-10-04T16:46Z XXX followers, 27.1K engagements

"re: $CLPT. No dog in the fight but here's why I don't own it. X. I agree $QURE has de-risked $CLPT LT. But I think there is path risk from here to AMT-130 launch in 2027 which will itself take time to ramp. I could absolutely see $CLPT with a XX% drawdown between now and launch. Look at the chart. It's happened before. Think you have to have durable conviction/the appropriate LT hold style to be buying/owning here. X. The Shay Boloors of the world are pumping it now. So there's a degree of momentum factor in it (which absolutely may continue and juice your returns). Totally fair bet to make"
X Link @johnkmason 2025-10-04T23:15Z XXX followers, 1623 engagements

"Predicting near-term demand for P&A is tough because it's based on a decades-long aging well pyramid + more recent dry holes. Well intervention a bit better since driven by more recent wells (e.g. 2015-2020 vintage wells going into 1st/2nd workover windows)"
X Link @johnkmason 2025-07-20T19:17Z XXX followers, XXX engagements

"But overall difficult. And not as sensitive to short-term offshore capex as the rig owners or OSV so the shale decline/offshore revitalization thesis won't accrue to $HLX as much near-term though it certainly will LT"
X Link @johnkmason 2025-07-20T19:17Z XXX followers, XXX engagements

"Ok brief break from $QURE poasting but started loading up on $GLNG yesterday and doubled today. Love these sort of "wait for paint to dry" plays. There's an excellent VIC writeup written at these price levels from May too I recommend. Though no idea why it started spiking"
X Link @johnkmason 2025-10-09T18:52Z XXX followers, XXX engagements

"Assorted read-throughs for the $QURE investment case from this: X. Hearing from Eric that the trial participants and natural history controls were very well matched really lessens the risk in my mind that the FDA quibbles about usage of Enroll-HD as external control"
X Link @johnkmason 2025-10-09T02:35Z XXX followers, 2122 engagements