PNV - Banter and General Comments, page-11397

"He found a diplomatic way to say the don't see any slow down in growth even in Australia." In Australia and NZ it's the standard of care... and all the analysts seem to think it means the market has matured and growth will flatline, not quite understanding that the actual market was underserved because of the limitations of biological matrices. I'm still waiting for the penny to drop for them to understand that the total addressable market is far far greater than what has previously been published.

There are countless examples of use cases of BTM being used in cases where a biological device would not have even been considered - I'm not sure what the analysts are thinking, do they think these use cases are just one-offs? Are they even aware? Who knows, but maybe Swami will get commission someone to do the work and give them a new estimate of TAM for BTM, and having that spoon fed to the analysts might finally help with their comprehension.