[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @johnkmason John Mason John Mason posts on X about $qure, longterm, rates, $clpt the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::2421442308/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +183% - X Months XXXXXX -XX% - X Year XXXXXXX +26% ### Mentions: X [#](/creator/twitter::2421442308/posts_active)  - X Week XX +12% - X Month XX +169% - X Months XX -XX% - X Year XXX +77% ### Followers: XXX [#](/creator/twitter::2421442308/followers)  - X Week XXX +0.50% - X Month XXX +15% - X Months XXX +28% - X Year XXX +39% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::2421442308/influencer_rank)  ### Social Influence [#](/creator/twitter::2421442308/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [$qure](/topic/$qure) #4, [longterm](/topic/longterm) 4.17%, [rates](/topic/rates) #600, [$clpt](/topic/$clpt) 2.08%, [investment](/topic/investment) 2.08%, [finance](/topic/finance) 2.08%, [$700k](/topic/$700k) 2.08%, [$15m](/topic/$15m) 2.08%, [ltc](/topic/ltc) 2.08%, [$2m](/topic/$2m) XXXX% **Top accounts mentioned or mentioned by** [@aureliusltd28](/creator/undefined) [@stokedonwaves](/creator/undefined) [@tradedollarnut](/creator/undefined) [@cureffi](/creator/undefined) [@kennyack5](/creator/undefined) [@ragingbullcap](/creator/undefined) [@jaysyoon](/creator/undefined) [@armsgarrett](/creator/undefined) [@petermantas](/creator/undefined) [@ab1001disciple](/creator/undefined) [@amaymd](/creator/undefined) [@seedy19tron](/creator/undefined) [@benmarcus613](/creator/undefined) [@desertdweller93](/creator/undefined) [@thesmallpond_](/creator/undefined) [@stockdaddy6597](/creator/undefined) [@rnaianalyst](/creator/undefined) [@prestonwidmer](/creator/undefined) [@stoked_on_waves](/creator/undefined) **Top assets mentioned** [uniQure N.V. (QURE)](/topic/$qure) [Infosys Limited (INFY)](/topic/$infy) [Cigna Corp (CI)](/topic/$ci) [Centene Corp (CNC)](/topic/$cnc) [UnitedHealth Group (UNH)](/topic/$unh) ### Top Social Posts [#](/creator/twitter::2421442308/posts) --- Top posts by engagements in the last XX hours "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](https://x.com/johnkmason/status/1974516430176682084) [@johnkmason](/creator/x/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](https://x.com/johnkmason/status/1974614375437664558) [@johnkmason](/creator/x/johnkmason) 2025-10-04T23:15Z XXX followers, 1623 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](https://x.com/johnkmason/status/1976114223274135943) [@johnkmason](/creator/x/johnkmason) 2025-10-09T02:35Z XXX followers, 2122 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/johnkmason/status/1977194728723825066) [@johnkmason](/creator/x/johnkmason) 2025-10-12T02:08Z XXX followers, 1157 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](https://x.com/johnkmason/status/1977194734897471590) [@johnkmason](/creator/x/johnkmason) 2025-10-12T02:08Z XXX followers, XXX 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](https://x.com/johnkmason/status/1977194736969736647) [@johnkmason](/creator/x/johnkmason) 2025-10-12T02:08Z XXX followers, XXX 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](https://x.com/johnkmason/status/1969437187138633784) [@johnkmason](/creator/x/johnkmason) 2025-09-20T16:23Z XXX followers, XXX engagements "Source: $CI $CNC $UNH re: ACA rates" [X Link](https://x.com/johnkmason/status/1978685937707065606) [@johnkmason](/creator/x/johnkmason) 2025-10-16T04:54Z XXX followers, 2390 engagements "$QURE states in their 2024 10-K that they believe themselves to be a PFIC and have affirmed such in the 2025 filings. I believe the Hemgenix royalties ALSO count as passive income so $QURE will almost certainly be a PFIC in 2025 and 2026 too:" [X Link](https://x.com/johnkmason/status/1979599380974837966) [@johnkmason](/creator/x/johnkmason) 2025-10-18T17:24Z XXX followers, XXX engagements "What does this mean/why does this matter Under the default 1291 regime any gain on sale of PFIC stock is treated as an excess distribution. Its NOT eligible for long-term capital-gains rates. Instead the gain is split across your holding period amounts assigned to prior PFIC years are taxed at the highest rate for those years plus an interest charge; only the slice allocated to the CURRENT year is ordinary income" [X Link](https://x.com/johnkmason/status/1979599382635806739) [@johnkmason](/creator/x/johnkmason) 2025-10-18T17:24Z XXX followers, XXX engagements "Essentially IRC 1291 is an anti-deferral fix. It tries to put you in (roughly) the same position youd be in if PFIC income had been taxed each year as it accrued without forcing you to reopen old returns. The policy logic is basically: -Current year = ordinary income (no deferral no penalty); -Prior years = you should have paid then so apply the top rate + underpayment interest to neutralize the advantage of having deferred it" [X Link](https://x.com/johnkmason/status/1979599385303343488) [@johnkmason](/creator/x/johnkmason) 2025-10-18T17:24Z XXX followers, XXX engagements "What does this mean for $QURE holders Essentially this creates ENORMOUS incentive for $QURE holders to realize capital gains in the SAME tax year they purchased and likely REBUY on Jan X. Speculation but maybe this was a cause of the Sep 29-Oct X selling pressure" [X Link](https://x.com/johnkmason/status/1979599386507108588) [@johnkmason](/creator/x/johnkmason) 2025-10-18T17:24Z XXX followers, 1018 engagements "I am almost certainly going to take advantage of this dip (which will allow me to realize less ST cap gains) to sell my shares down until I reach the top of my bracket and rebuy in my IRAs (which ignore PFIC). One last time this is NOT tax advice/DYOR but hopefully helpful" [X Link](https://x.com/johnkmason/status/1979599387883192587) [@johnkmason](/creator/x/johnkmason) 2025-10-18T17:24Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@johnkmason John Mason
John Mason posts on X about $qure, longterm, rates, $clpt the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX +183%
- X Months XXXXXX -XX%
- X Year XXXXXXX +26%
Mentions: X #
- X Week XX +12%
- X Month XX +169%
- X Months XX -XX%
- X Year XXX +77%
Followers: XXX #
- X Week XXX +0.50%
- X Month XXX +15%
- X Months XXX +28%
- X Year XXX +39%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX%
Social topic influence $qure #4, longterm 4.17%, rates #600, $clpt 2.08%, investment 2.08%, finance 2.08%, $700k 2.08%, $15m 2.08%, ltc 2.08%, $2m XXXX%
Top accounts mentioned or mentioned by @aureliusltd28 @stokedonwaves @tradedollarnut @cureffi @kennyack5 @ragingbullcap @jaysyoon @armsgarrett @petermantas @ab1001disciple @amaymd @seedy19tron @benmarcus613 @desertdweller93 @thesmallpond_ @stockdaddy6597 @rnaianalyst @prestonwidmer @stoked_on_waves
Top assets mentioned uniQure N.V. (QURE) Infosys Limited (INFY) Cigna Corp (CI) Centene Corp (CNC) UnitedHealth Group (UNH)
Top Social Posts #
Top posts by engagements in the last XX hours
"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
"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
"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
"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
"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
"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
"Source: $CI $CNC $UNH re: ACA rates"
X Link @johnkmason 2025-10-16T04:54Z XXX followers, 2390 engagements
"$QURE states in their 2024 10-K that they believe themselves to be a PFIC and have affirmed such in the 2025 filings. I believe the Hemgenix royalties ALSO count as passive income so $QURE will almost certainly be a PFIC in 2025 and 2026 too:"
X Link @johnkmason 2025-10-18T17:24Z XXX followers, XXX engagements
"What does this mean/why does this matter Under the default 1291 regime any gain on sale of PFIC stock is treated as an excess distribution. Its NOT eligible for long-term capital-gains rates. Instead the gain is split across your holding period amounts assigned to prior PFIC years are taxed at the highest rate for those years plus an interest charge; only the slice allocated to the CURRENT year is ordinary income"
X Link @johnkmason 2025-10-18T17:24Z XXX followers, XXX engagements
"Essentially IRC 1291 is an anti-deferral fix. It tries to put you in (roughly) the same position youd be in if PFIC income had been taxed each year as it accrued without forcing you to reopen old returns. The policy logic is basically: -Current year = ordinary income (no deferral no penalty); -Prior years = you should have paid then so apply the top rate + underpayment interest to neutralize the advantage of having deferred it"
X Link @johnkmason 2025-10-18T17:24Z XXX followers, XXX engagements
"What does this mean for $QURE holders Essentially this creates ENORMOUS incentive for $QURE holders to realize capital gains in the SAME tax year they purchased and likely REBUY on Jan X. Speculation but maybe this was a cause of the Sep 29-Oct X selling pressure"
X Link @johnkmason 2025-10-18T17:24Z XXX followers, 1018 engagements
"I am almost certainly going to take advantage of this dip (which will allow me to realize less ST cap gains) to sell my shares down until I reach the top of my bracket and rebuy in my IRAs (which ignore PFIC). One last time this is NOT tax advice/DYOR but hopefully helpful"
X Link @johnkmason 2025-10-18T17:24Z XXX followers, XXX engagements