Yes, Silk Road Medical, the formerly $500MM company that is now a $250MM company, fell 50% today and dragged down medical technology titans such as Boston Scientific, Medtronic, and Intuitive Surgical.

Silk Road Medical lost $250MM in market capitalization and in turn took $5 billion from $ISRG, $4 billion from $BSX, and $4.5 billion from $MDT, just to name a few.

I'm happy to be opportunistic. My Q4 update will have some more details but I was very happy to add to my positions in $SWAV (down 4.7%), $INSP (down 11.2%), and $NARI (down 12.3%) today.