# ![@johnkmason Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2421442308.png) @johnkmason John Mason

John Mason posts on X about $qure, $sprb, $clpt, $nrp the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2421442308/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2421442308/c:line/m:interactions.svg)

- [--] Week [-----] +4.70%
- [--] Month [---------] +778%
- [--] Months [---------] +7,181%
- [--] Year [---------] +4,275%

### Mentions: [--] [#](/creator/twitter::2421442308/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2421442308/c:line/m:posts_active.svg)

- [--] Month [--] +21%
- [--] Months [---] +326%
- [--] Year [---] +62%

### Followers: [---] [#](/creator/twitter::2421442308/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2421442308/c:line/m:followers.svg)

- [--] Week [-----] +0.20%
- [--] Month [-----] +1.40%
- [--] Months [-----] +47%
- [--] Year [-----] +91%

### CreatorRank: [---------] [#](/creator/twitter::2421442308/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2421442308/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  28.83% [finance](/list/finance)  25.23% [cryptocurrencies](/list/cryptocurrencies)  12.61% [technology brands](/list/technology-brands)  6.31% [countries](/list/countries)  3.6% [social networks](/list/social-networks)  3.6%

**Social topic influence**
[$qure](/topic/$qure) #27, [$sprb](/topic/$sprb) #20, [$clpt](/topic/$clpt) 6.31%, [$nrp](/topic/$nrp) 6.31%, [in the](/topic/in-the) 5.41%, [$wlth](/topic/$wlth) #2, [met](/topic/met) 4.5%, [market](/topic/market) 4.5%, [$val](/topic/$val) 4.5%, [to the](/topic/to-the) 3.6%

**Top accounts mentioned or mentioned by**
[@amaymd](/creator/undefined) [@biohazard3737](/creator/undefined) [@ab1001disciple](/creator/undefined) [@martinshkreli](/creator/undefined) [@petermantas](/creator/undefined) [@blankspacenom](/creator/undefined) [@tradedollarnut](/creator/undefined) [@535toronto](/creator/undefined) [@brainymarsupial](/creator/undefined) [@seedy19tron](/creator/undefined) [@mattykirsh](/creator/undefined) [@stokedonwaves](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@natstewart5](/creator/undefined) [@fishtowncap](/creator/undefined) [@noserubinvest](/creator/undefined) [@biotechautist](/creator/undefined) [@cattletech](/creator/undefined) [@sanctuarybio](/creator/undefined)

**Top assets mentioned**
[uniQure N.V. (QURE)](/topic/$qure) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb) [Common Wealth (WLTH)](/topic/$wlth) [Validity (VAL)](/topic/$val) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [H&R Block, Inc. (HRB)](/topic/$hrb) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Peabody Energy Corporation (BTU)](/topic/$btu) [Tidewater, Inc. (TDW)](/topic/$tdw) [WEN Token (WEN)](/topic/$wen)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@BiotechAutist Great call. Thoughts on the readthrough to $SPRB I suppose based on your thread key Q for Spruce is how robust their confirmatory design is (not n=2 lol). Besides that CSF HS-NRE surrogate alignment def seems stronger given $RGNX CRL content"  
[X Link](https://x.com/johnkmason/status/2020989015592501388)  2026-02-09T22:31Z [---] followers, [----] engagements


"$WLTH getting to absurd levels. AI is going to vibecode a cash management + brokerage biz regulatory requirements and all I exited this in the 8s at a loss but am rebuying here at $1.1b mcap/$400m cash/$700m EV with $120m run-rate NI growing 15%"  
[X Link](https://x.com/johnkmason/status/2022020754003681516)  2026-02-12T18:51Z [---] followers, [----] engagements


"Loaded up on $SPRB here below $80. If you have been paying attention you know that this drop is due to the Oct [--] S-3 filing. The corresponding EFFECT filing hit last week on Nov 26"  
[X Link](https://x.com/johnkmason/status/1995591273093497205)  2025-12-01T20:30Z [---] followers, [----] engagements


"Wrote a quick writeup of $SPRB. Would love feedback from folks @Biohazard3737 @BrainyMarsupial @MartinShkreli @peter_mantas @AB1001_disciple @A_May_MD @seedy19tron @blankspacenom @MattyKirsh"  
[X Link](https://x.com/johnkmason/status/1997700089863967168)  2025-12-07T16:09Z [---] followers, [----] engagements


"Sec. [----] EXTENSION OF AUTHORITY TO ISSUE PRIORITY REVIEW VOUCHERS TO ENCOURAGE TREATMENTS FOR RARE PEDIATRIC DISEASES. $SPRB moving some on the release of the minibus text which includes rare pediatric disease priority review voucher reauth. MINIBUS IS OUT [----] pages https://t.co/pmVFCAsd9r MINIBUS IS OUT [----] pages https://t.co/pmVFCAsd9r"  
[X Link](https://x.com/johnkmason/status/2013663218732880329)  2026-01-20T17:21Z [---] followers, [----] engagements


"Re: $SPRB. Trimmed 1/3 today given how overweight I was. Looking across bioland the past two days have absolutely felt like tons of short covering just like the volume on Jan [--] and Jan [--] did. Happy with pos size hopefully will have another chance to buy the dip @Cattletech Yeah this looks to be one of the squeeziest months on recent record for biotech. Clearly lots of short covering going on. Glad to not be among the group of investors who is forced to cover on such non fundamental moves. @Cattletech Yeah this looks to be one of the squeeziest months on recent record for biotech. Clearly"  
[X Link](https://x.com/johnkmason/status/2014536371017241045)  2026-01-23T03:11Z [---] followers, [---] engagements


"@Sanctuary_Bio Wouldnt worry about this too much. Yesterday was a crazy short squeeze day look at $NTLA and $SPRB price action"  
[X Link](https://x.com/johnkmason/status/2014899263617003868)  2026-01-24T03:13Z [---] followers, [---] engagements


"Anyone have the $SPRB Oppenheimer note DMs open"  
[X Link](https://x.com/johnkmason/status/2003595248015212939)  2025-12-23T22:35Z [---] followers, [----] engagements


"@loneelmcapital @bhallcpa When you combine 401k with IRA rollovers and Roth conversion (to pick when to pay tax and in which bracket) it's pretty worthwhile. I had a family member convert just enough Trad IRA-Roth to take them to the top of the 12% tax bracket for [--] yrs. Great tax minimization tool"  
[X Link](https://x.com/anyuser/status/1740609097173737850)  2023-12-29T05:42Z [---] followers, [---] engagements


"4) You're also getting $4-5 in divs in March assuming they true-up like in 2023"  
[X Link](https://x.com/anyuser/status/1881021446430114175)  2025-01-19T16:50Z [---] followers, [---] engagements


"@InvestyMan @christankerfund @Pawlicker88 Breakdown of $ZIM capacity by trade route:"  
[X Link](https://x.com/anyuser/status/1882321635434443112)  2025-01-23T06:57Z [---] followers, [---] engagements


"@firstadopter And $WEN and $JACK:"  
[X Link](https://x.com/anyuser/status/1955453813491634364)  2025-08-13T02:18Z [---] followers, [----] engagements


"re: $CLPT. No dog in the fight but here's why I don't own it. [--]. I agree $QURE has de-risked $CLPT LT. But I think there is path risk from here to AMT-130 launch in [----] which will itself take time to ramp. I could absolutely see $CLPT with a 50% 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. [--]. 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](https://x.com/anyuser/status/1974614375437664558)  2025-10-04T23:15Z [---] followers, [----] engagements


"Nice quarter from $HLX. 7.5% pos for me at $5.95 avg. Revenue inflecting nicely bottom of FCF guide back up. Very disappointing they didn't do any buybacks given the price throughout the Q. Could have bought back in the high 5s"  
[X Link](https://x.com/anyuser/status/1981125491546612145)  2025-10-22T22:28Z [---] followers, [----] engagements


"@johnarnold We thought Fidelity Youth was excellent. Fidelity does not have the know how or desire to gamify/gambling investing but has decent tech overall. He transitioned to a full-fledged account at [--] with no issues"  
[X Link](https://x.com/anyuser/status/1985160199959613609)  2025-11-03T01:40Z [---] followers, [----] engagements


"In retrospect this was a huge warning sign about the risks to $QURE. I'm not kicking myself about it too much as obviously we also had the previous Type B alignment meetings that contradicted this evidence but it was A warning"  
[X Link](https://x.com/anyuser/status/1988806149756551467)  2025-11-13T03:08Z [---] followers, [----] engagements


"@stoked_on_waves $266m cash/equiv 10/31 +$275m Dec IPO proceeds -$141m RSU net settlement obligations =$400m cash. 150m s/o $1.1b mcap at $7.30 $91m NI ($120 annualized) in T9M to 10/31: -(268-226)/226=18.5% rev growth in same period https://ir.wealthfront.com/static-files/b8ad2654-5ddd-42e5-86e2-ce7efe97c5a8 https://ir.wealthfront.com/static-files/b8ad2654-5ddd-42e5-86e2-ce7efe97c5a8"  
[X Link](https://x.com/johnkmason/status/2022076324022730876)  2026-02-12T22:32Z [---] followers, [---] engagements


"@stoked_on_waves $THRY trading like the actual yellow pages because it is (phone books)"  
[X Link](https://x.com/johnkmason/status/1992325619984765044)  2025-11-22T20:13Z [---] followers, [---] engagements


"@Biohazard3737 @BrainyMarsupial @MartinShkreli @peter_mantas @AB1001_disciple @A_May_MD @seedy19tron @blankspacenom @MattyKirsh https://open.substack.com/pub/adverseselections/p/spruce-biosciences-shkreli-pump-or https://open.substack.com/pub/adverseselections/p/spruce-biosciences-shkreli-pump-or"  
[X Link](https://x.com/johnkmason/status/1997701156072825180)  2025-12-07T16:14Z [---] followers, [----] engagements


"@ankurnagpal $WLTH just takes a 50bps margin and passes through rest of fed funds for their cash mgmt business. If rates come down they'll keep their margin. Their AUM and revs still growing. It's trading at like $1b EV doing $100-120m FCF here growing at 20%"  
[X Link](https://x.com/johnkmason/status/2013812246678302767)  2026-01-21T03:13Z [---] followers, [---] engagements


"This is such a stockpickers market. $UNFI was at 15% FCF a few months ago look at $WLTH $HRB to name a few. After years when everything was bid up value investors should be delighted for the opps. Even SaaS on their way to value bid levels ha holy fuck there are some really awesome deals in the market i didn't really notice while i was vibe coding ideas: $DUOL $PINS $ADBE $MNTN $PYPL $CSU $MORN $COUR $INMD $NLOP $VVX holy fuck there are some really awesome deals in the market i didn't really notice while i was vibe coding ideas: $DUOL $PINS $ADBE $MNTN $PYPL $CSU $MORN $COUR $INMD $NLOP $VVX"  
[X Link](https://x.com/johnkmason/status/2016366638870806700)  2026-01-28T04:24Z [---] followers, [----] engagements


"Okay busy day but I have to comment on the open option interest on $QURE. this is option chain as of close today for Apr and Feb (March less active). How about that $27.7m open interest across Apr [--] [--] 35c"  
[X Link](https://x.com/johnkmason/status/2018863925677171129)  2026-02-04T01:47Z [---] followers, [----] engagements


"@finphysnerd Truly think we should all listen to your wisdom below. For me $HRB and $WLTH. For you $GRND 😉 https://x.com/finphysnerd/status/2018859063778652664s=46&t=Jn0HMUdzqApJpZrMrrYRwQ @janeo1934 Why buy a stock that's going down Just buy stocks that go up. https://x.com/finphysnerd/status/2018859063778652664s=46&t=Jn0HMUdzqApJpZrMrrYRwQ @janeo1934 Why buy a stock that's going down Just buy stocks that go up"  
[X Link](https://x.com/johnkmason/status/2018915039940395220)  2026-02-04T05:10Z [---] followers, [----] engagements


"@RagingVentures You should check out @mercurys invoices product too were coming for them :)"  
[X Link](https://x.com/johnkmason/status/2019645337586266325)  2026-02-06T05:32Z [---] followers, [---] engagements


"Just saw an ad on Reels for shirts based on the nihilistic penguin meme/video. Well-done sleek website impressive execution given the meme dropped like [--] weeks ago: https://northboundwear.com/ https://northboundwear.com/"  
[X Link](https://x.com/johnkmason/status/2020602057636659413)  2026-02-08T20:54Z [---] followers, [---] engagements


"Based on this Werner Herzog video clip: https://www.youtube.com/watchv=mflRSbyKH-o&t=10s https://www.youtube.com/watchv=mflRSbyKH-o&t=10s"  
[X Link](https://x.com/johnkmason/status/2020602059394060438)  2026-02-08T20:54Z [---] followers, [---] engagements


"Timely piece in times like these props @SixSigmaCapital https://x.com/SixSigmaCapital/status/2013791518968946776s=20 https://t.co/5laXvnX72X https://x.com/SixSigmaCapital/status/2013791518968946776s=20 https://t.co/5laXvnX72X"  
[X Link](https://x.com/johnkmason/status/2019080142384238639)  2026-02-04T16:06Z [---] followers, [---] engagements


"@SixSigmaCapital Eyes on $gtlb $hrb $wlth $prme $nktr"  
[X Link](https://x.com/johnkmason/status/2019080814370095145)  2026-02-04T16:09Z [---] followers, [---] engagements


"@Respekchemistry Curious to hear expanded thoughts. FDA has already confirmed CSF HS-NRE as "Reasonably Likely to Predict Clinical Benefit" Per Spruce's BTD PR. Whereas for $IRON the FDA wasnt aligned"  
[X Link](https://x.com/johnkmason/status/2022425018672795799)  2026-02-13T21:37Z [---] followers, [---] engagements


"Took a quick look at $ALVR courtesy of @ToffCap. Classic failed biotech special sit. cc @onepunchcard As of 12/31/23: -$184m cash -$45m total liabilities -$10m est severance costs So $129m net cash/114m shares so $1.13/sh vs. $0.74 price. https://www.sec.gov/ixdoc=/Archives/edgar/data/1754068/000095017024031879/alvr-20231231.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1754068/000095017024031879/alvr-20231231.htm"  
[X Link](https://x.com/anyuser/status/1777907312742809796)  2024-04-10T03:51Z [---] followers, [----] engagements


"@tradedollarnut Put another way the producers are a bet on prices/supply/demand. But $NRP is a simpler bet - that met coal is here to stay. And that's one I'll gladly take for tax complexity + FCF yield between 10% (Covid lows) and 25% (LTM)"  
[X Link](https://x.com/anyuser/status/1780833781085241426)  2024-04-18T05:40Z [---] followers, [----] engagements


"A little late but $NRP warrants are finally all gone. Just $72m preferreds (@ 12%) $150-200m credit facility (SOFR+3.5-4.5%) and $60m senior notes (5-6% fixed) left before distributions ramp. 12-18 months https://www.sec.gov/ixdoc=/Archives/edgar/data/1171486/000143774924012569/nrp20240416_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1171486/000143774924012569/nrp20240416_8k.htm"  
[X Link](https://x.com/anyuser/status/1784986680086421517)  2024-04-29T16:42Z [---] followers, [---] engagements


"@C13M___ @dampedspring @cap_zay Just a guess- but: [--]. He sells $aapl covered calls on common that he does not intend to sell. [--]. As he sells common he is in effect increasing the probability that he realizes the premium on the covered calls he wrote"  
[X Link](https://x.com/johnkmason/status/1786775277265428630)  2024-05-04T15:09Z [---] followers, [----] engagements


"(1/9) 🧵Read through IEA's [----] Coal report published in Dec focusing on met coal sections. Great report with tons of market data thru 3Q23 for met/thermal coal. $HCC $AMR $NRP $BTU $METC @WHC @tradedollarnut @kingdomcapadv @respeculator @mfwarder @natstewart5 @YellowLabLife"  
[X Link](https://x.com/anyuser/status/1790745039561486378)  2024-05-15T14:04Z [---] followers, 14.6K engagements


"(3/9) Mongolia with huge [----] prod increase. One bear case for met coal is combo of cont. inc Mongolian supply + new rail combined with Chinese peak capex bleeding Chinese seaborne demand. Met coal def partially a China beta/capex play"  
[X Link](https://x.com/anyuser/status/1790745044909179272)  2024-05-15T14:04Z [---] followers, [----] engagements


"(6/9) (pg. 90) Handy cost curve IEA made based on Argus data. Notable that only 225Mt produced at $200/Mt or below supporting "$200 is the new $150". Compares to projections of [---] Mt of import demand in [----]. This doesn't cover variation by quality/volatility though"  
[X Link](https://x.com/johnkmason/status/1790745054069580070)  2024-05-15T14:04Z [---] followers, [---] engagements


"(9/9) Overall think this report helps validate $NRP thesis core assumption (met coal is here to stay) and supports $HCC in the medium term as Blue Creek looks like it'll be one of the earliest new mines across known upcoming global supply. https://x.com/johnkmason/status/1780833781085241426 @tradedollarnut Put another way the producers are a bet on prices/supply/demand. But $NRP is a simpler bet - that met coal is here to stay. And that's one I'll gladly take for tax complexity + FCF yield between 10% (Covid lows) and 25% (LTM). https://x.com/johnkmason/status/1780833781085241426"  
[X Link](https://x.com/anyuser/status/1790745062646952080)  2024-05-15T14:04Z [---] followers, [----] engagements


"Took a quick look at this and bought a 5% pos. How do I lose -$395m market cap (128m shares $3.1 USD/sh) -$26m total liabilities -$70m $SKWD stake (at close) -$177m cash (from 5/10 $SKWD placement) -$115m cash =rem. $60m EV for Arena stuff ($175m book) $WED.V $WEDXF Westaim $WED $WEDXF held its investor day yesterday. This opportunity remains so incredibly compelling from a risk / reward perspective. Management indicated that it will monetize the $150m FINCO investments. take roughly [--] months. Incl. the liquidation of the remaining https://t.co/ObhrbR1F06 Westaim $WED $WEDXF held its"  
[X Link](https://x.com/anyuser/status/1793115294464156021)  2024-05-22T03:02Z [---] followers, 18.8K engagements


"Bought a bunch of $TLNE at $115.62-70 for myself and family in our IRAs. A few of these tenders floating around right now some below min bid some above. $MNST $TLNE below $INCY above $COKE well above. https://www.prnewswire.com/news-releases/talen-energy-corporation-commences-a-tender-offer-to-repurchase-up-to-600-000-000-of-its-common-stock-302157455.html https://www.prnewswire.com/news-releases/talen-energy-corporation-commences-a-tender-offer-to-repurchase-up-to-600-000-000-of-its-common-stock-302157455.html"  
[X Link](https://x.com/anyuser/status/1795845258720461041)  2024-05-29T15:50Z [---] followers, [----] engagements


"Reading through India election results- I absolutely think todays/yesterdays met moves were in anticipation of/in reaction to BJP expectations vs result. Key that theyll likely have to form a coalition- no more Modi unilaterally pushing industrial policy. $HCC $AMR $BTU $NRP"  
[X Link](https://x.com/anyuser/status/1798047020533563862)  2024-06-04T17:39Z [---] followers, [----] engagements


"@DarkfireCapital For anyone looking at this- IBKR wrote a guide here: https://www.ibkrguides.com/clientportal/iraconversion.htm https://www.ibkrguides.com/clientportal/iraconversion.htm"  
[X Link](https://x.com/johnkmason/status/1800673999388819622)  2024-06-11T23:38Z [---] followers, [---] engagements


"@qcapital2020 minus $1.2b SBC"  
[X Link](https://x.com/johnkmason/status/1820950644573852140)  2024-08-06T22:30Z [---] followers, [----] engagements


"Last of the $NRP prefs gone. Just the credit facility and low-cost debt left. Hope they wait to repay the debt at maturity (Dec 2026) and begin capital returns a quarter early instead. https://www.sec.gov/ixdoc=/Archives/edgar/data/1171486/000143774924028585/nrp20240827c_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1171486/000143774924028585/nrp20240827c_8k.htm"  
[X Link](https://x.com/anyuser/status/1832052014269845849)  2024-09-06T13:43Z [---] followers, [---] engagements


"Buying $DRX.to hand over fist here. They did $20m in FCF (OCF b4 WC minus capex even better if incl WC) last Q with 77m in TTM FCF before that And the EV at $11.5 CAD/sh is $311m AND they bought back 2.7m shares (8%) last Q What am I missing here"  
[X Link](https://x.com/anyuser/status/1834238199155015861)  2024-09-12T14:30Z [---] followers, [----] engagements


"I closed my $MSTR short for a small profit today but this ATM/convertible raise is just too hilarious and absurd not to enjoy. 🧵(1/6) https://www.microstrategy.com/press/microstrategy-announces-third-quarter-2024-financial-results-and-announces-42-billion-capital-plan_10-30-2024 https://www.microstrategy.com/press/microstrategy-announces-third-quarter-2024-financial-results-and-announces-42-billion-capital-plan_10-30-2024"  
[X Link](https://x.com/anyuser/status/1851863111738749160)  2024-10-31T05:45Z [---] followers, [----] engagements


"I'm giving a lecture/talk on investing @535Toronto on Thu Dec [--] at 6:30pm. Join me. A preview of what I'll talk about to pique your interest 🧵: https://lu.ma/e0eu2wpm https://lu.ma/e0eu2wpm"  
[X Link](https://x.com/johnkmason/status/1859817672898469895)  2024-11-22T04:34Z [---] followers, [----] engagements


"Was just updating my $VAL memo when I got an email from CapEdge. Fredriksen up to 9.4% https://www.sec.gov/Archives/edgar/data/314808/000091957424006947/d11539129_13d-a.htm https://www.sec.gov/Archives/edgar/data/314808/000091957424006947/d11539129_13d-a.htm"  
[X Link](https://x.com/anyuser/status/1862609088481202191)  2024-11-29T21:26Z [---] followers, [---] engagements


"See you all tonight I'm giving a lecture/talk on investing @535Toronto on Thu Dec [--] at 6:30pm. Join me. https://t.co/eNBVzDyfBS A preview of what I'll talk about to pique your interest 🧵: I'm giving a lecture/talk on investing @535Toronto on Thu Dec [--] at 6:30pm. Join me. https://t.co/eNBVzDyfBS A preview of what I'll talk about to pique your interest 🧵:"  
[X Link](https://x.com/johnkmason/status/1864674365582807400)  2024-12-05T14:13Z [---] followers, [----] engagements


"Was a ton of fun giving this talk- was recorded on YouTube if you're at all interested Thanks to @535Toronto for the opportunity and to folks coming and giving me a packed house https://youtu.be/5XWuzCIncaMt=824 I'm giving a lecture/talk on investing @535Toronto on Thu Dec [--] at 6:30pm. Join me. https://t.co/eNBVzDyfBS A preview of what I'll talk about to pique your interest 🧵: https://youtu.be/5XWuzCIncaMt=824 I'm giving a lecture/talk on investing @535Toronto on Thu Dec [--] at 6:30pm. Join me. https://t.co/eNBVzDyfBS A preview of what I'll talk about to pique your interest 🧵:"  
[X Link](https://x.com/johnkmason/status/1864864558990455188)  2024-12-06T02:48Z [---] followers, [----] engagements


"Since this tweet long $NE short $VAL has done quite well Do not blindly fall into the higher profile investors hawking offshore drillers such as $VAL $RIG (again). The easy money in this trade was made a while ago (off the heels of a lot of restructuring) and at this point it's a much more difficult trade. I keep seeing people talk Do not blindly fall into the higher profile investors hawking offshore drillers such as $VAL $RIG (again). The easy money in this trade was made a while ago (off the heels of a lot of restructuring) and at this point it's a much more difficult trade. I keep seeing"  
[X Link](https://x.com/anyuser/status/1865147883726450849)  2024-12-06T21:34Z [---] followers, [----] engagements


"@hkuppy Appreciate the note on $CVX [----] capex budget- link here for others: https://www.chevron.com/newsroom/2024/q4/chevron-announces-2025-capex-budget https://www.chevron.com/newsroom/2024/q4/chevron-announces-2025-capex-budget"  
[X Link](https://x.com/anyuser/status/1865809428613886439)  2024-12-08T17:23Z [---] followers, [---] engagements


"$SUP trading so poorly on tax selling Bought some at $2.25. -Down 33% since refi removed the springing maturity -Q4 historically has seen significant A/R collection -Most importantly Q3 volumes a mixed bag Q3 YoY but Q4 thus far has been solid https://www.marklines.com/en/statistics/flash_sales/automotive-sales-in-usa-by-month @junkbondinvest $SUP fits the bill. #1 wheel maker in the west trading at 1x 2025E LFCF w industry production still far below normal. 10-bagger from today if production recovers to pre-pandemic levels. I really like mgmt team - they inherited a bad BS from former mgmt"  
[X Link](https://x.com/anyuser/status/1867075968193741268)  2024-12-12T05:16Z [---] followers, [----] engagements


"Just caught up on $drx.to earnings call. Quick 🧵on main points (pasted transcript in a Google doc below for folks since it's hard to find online):"  
[X Link](https://x.com/anyuser/status/1867423854190375347)  2024-12-13T04:18Z [---] followers, [----] engagements


"@patientinvestor A little more to go"  
[X Link](https://x.com/johnkmason/status/1872145183372153232)  2024-12-26T04:59Z [---] followers, [----] engagements


"Long $ZIM at $16.60 and wondering what I'm missing. So the recent price action is obviously a confluence of three events: -Ceasefire news (supposedly = Red Sea opening by Houthis) -Dockworkers' strike end -Chinese New Years"  
[X Link](https://x.com/anyuser/status/1881021435378028790)  2025-01-19T16:50Z [---] followers, [----] engagements


"2) But that BS means nothing if they're set to burn it all down as rates fall. So here's their FCF (before lease PMTs) over the past couple years. $128m in FCF even in 4Q23 when rates were at $1100 (less than half what they're getting now)"  
[X Link](https://x.com/johnkmason/status/1881021439933080068)  2025-01-19T16:50Z [---] followers, [---] engagements


"What a move in freight futures. Below a screenshot of EC contracts at Jan [--] close vs. current. $ZIM"  
[X Link](https://x.com/johnkmason/status/1888820649151353020)  2025-02-10T05:21Z [---] followers, [----] engagements


"@IndraStocks The mathematical justification is that the TAM of money laundering is enormous"  
[X Link](https://x.com/johnkmason/status/1889794034924703950)  2025-02-12T21:49Z [---] followers, [----] engagements


"Increased $TDW pos from 2% to 12% on today's drop @ $45.05 basis. Dropped on $1.35b midpoint guidance vs $1.43b consensus. Happy to buy here at 10% FCF yield with outstanding buyback capacity/rates upside in 1H26 as driller FIDs come through"  
[X Link](https://x.com/johnkmason/status/1895604345905037502)  2025-02-28T22:37Z [---] followers, [----] engagements


"Happy to buy 6% lower than the $2m buy at $48 by CEO Quintin Kneen who top-ticked by selling 75% of his holdings at $105-109 last summer"  
[X Link](https://x.com/johnkmason/status/1895604349226848402)  2025-02-28T22:37Z [---] followers, [---] engagements


"$TDW is trading at 6x [----] FCF or 16-17% yield. 81% of next year's rev is already contracted. I bought more today and also bought calls. All the Jan '27 55c volume is me (stop adding IV please @ragingbullcap). GLTA Everyone knows the OFS market is pausing in [----] as oil majors digest existing projects. However they are planning to increase activity in [----]. $TDW is now trading for 7.8x [----] earnings estimates and 4.4x [----] FCF estimate. I am unaware of a cheaper stock besides $VAL. https://t.co/f17sy5O9ea Everyone knows the OFS market is pausing in [----] as oil majors digest existing projects."  
[X Link](https://x.com/anyuser/status/1896717849298964553)  2025-03-04T00:22Z [---] followers, 28K engagements


"$VAL Looks like Fredriksen added 805k shares- as of last Friday 2/28. New 13D showing hes at 10.56% ownership now"  
[X Link](https://x.com/anyuser/status/1897290365075620029)  2025-03-05T14:17Z [---] followers, 13.6K engagements


"Now that hes over 10% well know within [--] business days when hes buying. https://www.sec.gov/Archives/edgar/data/314808/000091957425001780/xslSCHEDULE_13D_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/314808/000091957425001780/xslSCHEDULE_13D_X01/primary_doc.xml"  
[X Link](https://x.com/johnkmason/status/1897292365074980911)  2025-03-05T14:25Z [---] followers, [---] engagements


"Been keeping an eye on EIA shale/tight oil production data. It really does look like it's flattening. Dec-Jan decline is seasonal. But production hasn't stayed this flat this long the past [--] years. If either the water production or depletion theses come true bullish. @campbe14425505 Thanks. I've been hearing that shale is overstated since at least [----] and that shale oil is indeed not real oil but field condensate or fake oil. So far it keeps growing and is now flatlining. If shale production starts falling that will be realy bullish but it hasn't yet. @campbe14425505 Thanks. I've been"  
[X Link](https://x.com/johnkmason/status/1897516545569366281)  2025-03-06T05:16Z [---] followers, [----] engagements


"$VAL CEO Anton Dibowitz finally buys some shares. [----] at $33.90 or $254k. https://www.sec.gov/Archives/edgar/data/314808/000031480825000041/xslF345X05/wk-form4_1741296196.xml https://www.sec.gov/Archives/edgar/data/314808/000031480825000041/xslF345X05/wk-form4_1741296196.xml"  
[X Link](https://x.com/anyuser/status/1897770723675885992)  2025-03-06T22:06Z [---] followers, [----] engagements


"Did a deep dive on $HLX this weekend. Some takeaways 🧵"  
[X Link](https://x.com/anyuser/status/1947013122268578215)  2025-07-20T19:17Z [---] followers, [----] engagements


"@FishtownCap just ran last Q's and this Q's $DAC report through o3 (and spot-checked) for extensions: -Suez Canal +2Y from Apr '26-Apr '28 -Juliet +1Y from Sep '25-Aug '26 -Dalian +2Y from Mar '26-Apr '28 -Monaco -3M from Dec '26-Sep '26 $CMRE rallying +5% today on good earnings $DAC is cheaper less levered has a 50% higher backlog for a similar EV. Looking forward to earnings Monday and seeing how many ships they've extended into 2028+ w/ the Harpex hitting weekly highs $CMRE rallying +5% today on good earnings $DAC is cheaper less levered has a 50% higher backlog for a similar EV. Looking"  
[X Link](https://x.com/anyuser/status/1952485283418484840)  2025-08-04T21:42Z [---] followers, [----] engagements


"@Fin_Eng_Net Are you pointing to the seasonal A/R build from Q1 as $CROX having "major difficulties in generating cash" That was all from Q1. They had a net A/R release in Q2 and did $270m in FCF. The bear case here is unsustainable demand and margins not seasonal A/R build"  
[X Link](https://x.com/anyuser/status/1954581754880135291)  2025-08-10T16:32Z [---] followers, [----] engagements


"Asked o3 looks like this is incorrect the go-to acquisition approach in Israel is a reverse triangular merger which requires just a 50% majority. With such a fragmented $ZIM shareholder base unclear whether they'll even be able to get that. $ZIM Im getting a lot of questions about this - according to the Israeli law a tender offer for all of the companys outstanding shares has to get 95% approval from shareholders. You can find it in $ZIM annual report as well $ZIM Im getting a lot of questions about this - according to the Israeli law a tender offer for all of the companys outstanding shares"  
[X Link](https://x.com/anyuser/status/1954895959902900510)  2025-08-11T13:21Z [---] followers, [----] engagements


"Sep + the tax-loss selling for $SRPT will be legendary"  
[X Link](https://x.com/anyuser/status/1960101196221296746)  2025-08-25T22:05Z [---] followers, [----] engagements


"$QURE cited [----] immediately addressable patients in the US. Say $1m per treatment (thinking about $SRPT Elevidys pricing for DMD). $6b market. At $37 trading at $2.5b or 0.4x potential sales. Intl market even better (though probably $CLPT presence globally is smaller)"  
[X Link](https://x.com/anyuser/status/1970887395089498129)  2025-09-24T16:25Z [---] followers, [---] engagements


"Thinking through $QURE now after my best single-day perf ever. On the one hand it has to be worth AT LEAST 1x sales ($6b or $100/sh). Part of me thinks it would be insane to sell a single share before $75. But the other part of me is reminded of this @Biohazard3737 tweet:"  
[X Link](https://x.com/johnkmason/status/1971063373493305853)  2025-09-25T04:05Z [---] followers, [----] engagements


"This was excellent @peter_mantas thank you. Notable color/perspective: [--]. Framing Huntington's as one of the five horsemen of neurological disorders with Alzheimer's epilepsy Parkinson's among others. Puts into perspective how pivotal this is and how it's not just any old biotech win. This will give it unique approval momentum. Quibbles about high-dose cohort size/Enroll-HD control group approach are not going to matter as much though the stock is clearly pricing them in. RMAT designation helps too. @Biohazard3737 I know you mentioned the low dose concern- I really don't think it will matter."  
[X Link](https://x.com/johnkmason/status/1972009647390257389)  2025-09-27T18:45Z [---] followers, [----] engagements


"Really worth a read for the most compelling cautious take Ive seen re: $QURE results. Today UniQure ( $QURE ) announced the [--] yr readout findings of their gene therapy trial for Huntington's disease (HD). At the bottom line the company reports a statistically significant reduction of disease progression (75%) compared to an external propensity matched https://t.co/DZuncuhfgR Today UniQure ( $QURE ) announced the [--] yr readout findings of their gene therapy trial for Huntington's disease (HD). At the bottom line the company reports a statistically significant reduction of disease progression"  
[X Link](https://x.com/anyuser/status/1972097554692428085)  2025-09-28T00:34Z [---] followers, [----] engagements


"@DesertDweller93 @doctorveera Yes I remembered hearing this and just double checked. Sarah Tabrizi said late Stage 2/early Stage [--] during the webcast Q&A. Starts at 34:00: https://www.uniqure.com/investors-media/events-presentations https://www.uniqure.com/investors-media/events-presentations"  
[X Link](https://x.com/johnkmason/status/1972415982997316091)  2025-09-28T21:39Z [---] followers, [---] engagements


"I know he left Twitter but I do want to shoutout @LeftField_FHRS/@Dakotastwits. I subscribed to his newsletter and yes fungus was a miss but I have to say he had articles bullish on AMT-130/ $QURE in July [----] as the bull case for $CLPT. Not to mention $ZEG.L"  
[X Link](https://x.com/johnkmason/status/1973225459501674655)  2025-10-01T03:16Z [---] followers, [----] engagements


"I'm reading up on $CLPT now was looking through my inbox and he was absolutely on it. He was also early to $cph.to if I recall correctly. IMO if you looked past how combatively vocal/bullish he was on the things he pushed his sluggers really hit for a v +EV"  
[X Link](https://x.com/johnkmason/status/1973225461099663510)  2025-10-01T03:16Z [---] followers, [----] 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 [---] views: alpha Been scouring for bear cases as I have 30% of my NW in this and it presents two: 🧵 https://youtu.be/cXsrYM2Fq7gt=3001 https://youtu.be/cXsrYM2Fq7gt=3001"  
[X Link](https://x.com/anyuser/status/1974516430176682084)  2025-10-04T16:46Z [---] followers, 27.5K engagements


"Also worth noting that $QURE's [--] main competitors WVE-003 (file/review 2029-2030 SNP3 carriers only) Roche/ $IONS Tominerson (2030+) and Novartis/PTC PTC518 (2029-30) are way behind and any new therapies that build on AMT-130 likely launch post-2031 at the earliest"  
[X Link](https://x.com/anyuser/status/1974516437503918101)  2025-10-04T16:46Z [---] followers, [----] engagements


"Shoutout @AB1001_disciple for some really interesting color (from his $CLPT research I imagine) on $QURE AMT-130 administration. @johnkmason @A_May_MD I'll help you. I don't think Adam has much of an opinion on Clearpoint because I've never seen Adam talk about Clearpoint. As far as the interview and the KOL she comments on new capsids making infusions faster. This is true because improved capsid design can improve target @johnkmason @A_May_MD I'll help you. I don't think Adam has much of an opinion on Clearpoint because I've never seen Adam talk about Clearpoint. As far as the interview and"  
[X Link](https://x.com/johnkmason/status/1974542585269190709)  2025-10-04T18:30Z [---] followers, [----] engagements


"One thing I have been mulling is if $CLPT is literally part of the label for $QURE AMT-130 how much pricing power do they have/could this materially affect AMT-130 margins Worth considering for the steelman. This idea that $clpt is going to forever have some miniscule take rate from gene therapies isn't going to last. Once regulatory hurdles for a sufficient number of new drugs have been cleared need will be substantially greater than the actual capacity to perform the surgeries. This idea that $clpt is going to forever have some miniscule take rate from gene therapies isn't going to last."  
[X Link](https://x.com/anyuser/status/1974542965076090946)  2025-10-04T18:31Z [---] followers, [----] engagements


"@cureffi Superb blog post thank you very much for writing such a readable balanced piece. Extremely helpful for investors in $QURE. I made a donation to the Prion Alliance in thanks"  
[X Link](https://x.com/johnkmason/status/1976107535607456252)  2025-10-09T02:08Z [---] followers, [----] engagements


"Assorted read-throughs for the $QURE investment case from this: [--]. 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. I've finally digested the data that Uniqure presented on AMT-130 their gene therapy for Huntington's disease which just announced a positive trial readout with 75% slowing of disease progression. Here is a blog post with my take on the announcement: https://t.co/7Rz1hGQ0X2 I've finally digested the data that Uniqure presented on"  
[X Link](https://x.com/anyuser/status/1976114223274135943)  2025-10-09T02:35Z [---] followers, [----] 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](https://x.com/anyuser/status/1976360247054028882)  2025-10-09T18:52Z [---] followers, [---] engagements


"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](https://x.com/anyuser/status/1977194728723825066)  2025-10-12T02:08Z [---] followers, [----] engagements


"Love this answer by @ThePharmaFox. Thought @NoseRubInvestraised a fair concern re: $QURE. But shoutout to @AB1001_disciple for explaining in DMs how time powers statistical analysis of longitudinal studies in neurodegen disease- Fox echoing here- looking forward to the article @NoseRubInvest The natural history controls used (Enroll-HD) in the combined trial is more statistically powered and better matched to the treated cohorts. I'm this close with my article on AMT-130 - absolutely fascinating drug at the helm of a new FDA approval strategy. @NoseRubInvest The natural history controls used"  
[X Link](https://x.com/johnkmason/status/1978675130462044426)  2025-10-16T04:11Z [---] followers, [----] engagements


"Source: $CI $CNC $UNH re: ACA rates My monthly Health Insurance Premiums are increasing 20% y/y https://t.co/dleKSQ9j47 My monthly Health Insurance Premiums are increasing 20% y/y https://t.co/dleKSQ9j47"  
[X Link](https://x.com/anyuser/status/1978685937707065606)  2025-10-16T04:54Z [---] followers, [----] engagements


"I did not know $QURE was a PFIC. Cheers to @blankspacenom for flagging. This is my understanding (NOT tax advice) of how PFIC works as well as potential trading implications (again NOT TAX ADVICE) 🧵 https://x.com/blankspacenom/status/1979213302212227155 $QURE how many people dont know this is a PFIC https://x.com/blankspacenom/status/1979213302212227155 $QURE how many people dont know this is a PFIC"  
[X Link](https://x.com/johnkmason/status/1979599377535516948)  2025-10-18T17:24Z [---] followers, [----] engagements


"Great thread walking through: [--]. The bear cases of AMT-130 being a placebo and/or FDA not approving on Enroll-HD external control approach and [--]. The counterpoint laid out by @A_May_MD here- they won't matter. Also great point re: dose-dependent effect. @TheFitDojo @NoseRubInvest @idalopirdine @plainyogurt21 @anthonystaj The problem is that this doesn't solve for placebo effect/knowing you're on drug. That's a real problem. It's also why it is very nice for $QURE to have been able to show a dose-dependent effect with minimal benefit in the low dose arm.Technically the patients *were* blinded"  
[X Link](https://x.com/johnkmason/status/1980054510207963562)  2025-10-19T23:32Z [---] followers, [----] engagements


"Fantastic piece. Highly recommend. Particularly helpful was a link to CBER's Sep '25 guidance on regen therapies. See pg [--] line [---]. Counterpt to bears thinking Makary/Prasad CBER will reject on external control bc RMAT granted by prior admin- this guidance is from them And done $QURE article is now live on Substack Thanks to everyone who in engaged with me over the last week on here - whether we agreed or not the conversations really drove this piece. I'm off for a beer now https://t.co/VSW3O9Nmdg And done $QURE article is now live on Substack Thanks to everyone who in engaged with me over"  
[X Link](https://x.com/johnkmason/status/1980059610703859784)  2025-10-19T23:52Z [---] followers, [----] engagements


"@SowingAlphaSeed There are a few accounts with solid real estate pitches. $NLOP by @kingdomcapadv (originally @natstewart5 I think) and $ALX / $AIV from @Mr_Neutral_Man and @DalFornoCapital But I like to treat real estate first and foremost as cap rate trading and secondly asset exposure"  
[X Link](https://x.com/johnkmason/status/1980800107051409474)  2025-10-22T00:55Z [---] followers, [---] engagements


"Hilarious to look back on the Feb '23 $QURE VIC piece that values it at $50/sh given a 20% PoS for AMT-130. It's trading at $63 given actual success 🤣 https://www.valueinvestorsclub.com/idea/UNIQURE_NV/7305532673 https://www.valueinvestorsclub.com/idea/UNIQURE_NV/7305532673"  
[X Link](https://x.com/anyuser/status/1980857602956489196)  2025-10-22T04:43Z [---] followers, [----] engagements


"Genuine question what is streets reasoning for $QURE at 0.6x sales with approval a lock (even bears here agree)- what am I missing DMs open. I have 40% of my NW in so very motivated to learn. Its a Pbo Pricing/insurance WTP Surgical capacity/ramp time Lower peak sales"  
[X Link](https://x.com/johnkmason/status/1981494703964246063)  2025-10-23T22:55Z [---] followers, [----] engagements


"@WexCapital Well honestly isnt one counterpoint that they sold their only asset to fund what they believed to be a much bigger asset for shareholders And they were right AMT-130 TAM is way way bigger than Hemgenix"  
[X Link](https://x.com/johnkmason/status/1981924345388892497)  2025-10-25T03:22Z [---] followers, [----] engagements


"@FishtownCap @OSA_Rochester You know $KNOP management said the same thing at first re: buybacks and I think its a bad reason. Oh liquidity is low Fine then you have to set aside even less money for buybacks (like $KNOP only set aside $10m). Low liquidity just makes it even more of a no-brainer imo"  
[X Link](https://x.com/johnkmason/status/1983732862483386613)  2025-10-30T03:09Z [---] followers, [---] engagements


"Appreciate this and DMs by others. -17%ish day as you would expect but back to Aug NW and in line with mkt YTD basically given I bought most of my pos pre-market sub-$37 Sep [--]. The worst is because of PFIC I switched to IRAs. Meanwhile Ill owe taxes on the realized gains 🥺 @johnkmason Wellness check @johnkmason Wellness check"  
[X Link](https://x.com/anyuser/status/1985531392952865009)  2025-11-04T02:15Z [---] followers, [----] engagements


"Another solid $NRP earnings. Northern Appalachia volumes were a highlight a 10x QoQ increase to [----] tons at $1.48/ton. The new $ARLP lease as I recall. This 25% QoQ jump in total volumes offset basically zero FCF from soda ash. $170m run-rate FCF here as we lap a $70m 4Q24"  
[X Link](https://x.com/anyuser/status/1985712512050884651)  2025-11-04T14:15Z [---] followers, [----] engagements


"Started a 6% pos in $DCTH today at $8.43 avg. Crazy how cheap it is. At the lows today it was at $300m EV (FD) at $20m run-rate FCF and 80% YoY topline growth With steady site expansion LT upside from the breast/colorectal trials Seems like an incredible hold"  
[X Link](https://x.com/anyuser/status/1986940765117817260)  2025-11-07T23:36Z [---] followers, [----] engagements


"Got out of $NTLA short at overnight open at $10.08. @A_May_MD is probably right LT imo. But in terms of market structure its dangerous if enough bulls ignore the platform safety issues on the efficacy promises of HAE. And its already down like 60%- dont need to go for all the marbles (like I did for QURE ha) already made a solid chunk since the $14s"  
[X Link](https://x.com/anyuser/status/1987712144322810297)  2025-11-10T02:41Z [---] followers, [----] engagements


"@HParkerEvans @Mayhem4Markets You can get this from $BOXX"  
[X Link](https://x.com/johnkmason/status/1988432824345477591)  2025-11-12T02:25Z [---] followers, [--] engagements


"Re: $QURE. I've spent a bunch of time reflecting on where I went wrong. I cut my position by about 1/3 incl what I added after the pre-BLA mtg news. I intend to hold the remainder of my position thru pre-BLA meeting notes release. If FDA requires a Ph [--] RCT I'll cut more. 🧵"  
[X Link](https://x.com/anyuser/status/1988806140986368353)  2025-11-13T03:08Z [---] followers, [----] engagements


"I've concluded that $QURE is now simply a bet on Vinay Prasad's longevity at CBER and by extension Marty Makary and RFK Jr. ESPECIALLY given $QURE/FDA alignment UNTIL Prasad's return. What variable changed after June A returned more aggressive Prasad"  
[X Link](https://x.com/anyuser/status/1988806142596894949)  2025-11-13T03:08Z [---] followers, [----] engagements


"To that end I considered Vinay Prasad's actions. I had the (clearly mistaken and fatal) assumption that Vinay was chastened after his $SRPT exit. I was wrong. I wish I'd paid more attention to this 10/31 article cc @adamfeuerstein: https://www.statnews.com/2025/10/31/vinay-prasad-fda-cber-management-issues-insiders-say/ https://www.statnews.com/2025/10/31/vinay-prasad-fda-cber-management-issues-insiders-say/"  
[X Link](https://x.com/anyuser/status/1988806144278888694)  2025-11-13T03:08Z [---] followers, [----] engagements


"And this time he's more aggressive and getting even more involved in regulatory decisions: "Over the past few months however the relationship between Prasad and CBER staff has grown strained. His actions have suggested he is less concerned about earning the trust of his underlings this time several employees told STAT and more insistent in involving himself in nitty-gritty regulatory decisions. Its worse than part one an agency official told STAT. Part one he was figuring out where he was fitting. He was more cautious. He came back from the firing with a feeling of invincibility. He came back"  
[X Link](https://x.com/anyuser/status/1988806148107939946)  2025-11-13T03:08Z [---] followers, [----] engagements


"Lastly on the hopium (which I share) that Rick Pazdur's CDER appointment means Vinay Prasad is out/will be affected. I don't actually think so. In fact I think $QURE on this spike is arguably a short. Until one or more of RFK Makary and Prasad are gone I think you HAVE to assume this atmosphere of uncertainty stays for Uniqure. If they say they're going to make $QURE do a Ph [--] RCT instead of AA with confirmatory or even a 4th year of Ph 1/2 data I will believe them until one is gone"  
[X Link](https://x.com/anyuser/status/1988806154823086271)  2025-11-13T03:08Z [---] followers, [----] engagements


"That said it's not like this equation cannot change. FDA could be swayed by patient advocacy as they were on $SRPT/Elevidys or by politics. But I think betting on it without any evidence of it is dubious at best. cc @seedy @A_May_MD"  
[X Link](https://x.com/anyuser/status/1988806156266193154)  2025-11-13T03:08Z [---] followers, [----] engagements


"Its pricing in probabilities of different scenarios. Market isnt pricing 100% p3 with recent FDA news. Would fall to sub-$20 in case of actual p3 req I think. Its also pricing possibility of extension of Ph 1/2 until 48mo data or 36mo for more patients. If you think its for sure p3 should short here ;)"  
[X Link](https://x.com/johnkmason/status/1990245674722496712)  2025-11-17T02:28Z [---] followers, [----] engagements


"Feels like tax loss selling in full swing. So much was so cheap last week. $BBWI even shitcos like $FORR (trading at like a $30m EV lol) $MAGN before earnings (I bought $50k as a flyer at $8.08 lol) $HLX got back down to $6.1x. Picked up some $UHAL-B here too"  
[X Link](https://x.com/johnkmason/status/1993761843593269521)  2025-11-26T19:20Z [---] followers, [---] engagements


"Pretty happy with $KNOP. Avg basis $7.31 for 3% pos. Added a bunch at $9.83 since I'm pretty sure this'll play out like recent past dominant owner MLPs I've played with an offer bump $10 (e.g. $SIRE). Hope Knutsen NKY's offer negotiation/close drags out until I reach LTCG😇"  
[X Link](https://x.com/johnkmason/status/1996707822286131393)  2025-12-04T22:26Z [---] followers, [---] engagements


"Wow glad I unloaded 2/5 of my $ABVX pos last night (ss excludes addtl IRA sales). Was gonna sell 140c today on a spike but now I get to buy it back lol $ABVX https://t.co/42iJEmvgkD $ABVX https://t.co/42iJEmvgkD"  
[X Link](https://x.com/johnkmason/status/2010720652475678966)  2026-01-12T14:28Z [---] followers, [----] engagements

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