Ann: Preliminary Final Report, page-13

Telehealth generally is seen as a "covid" story vs. what it really is and that's structurally changing healthcare. May be seen as this for a little while but opening up actually helps DOC now as the high margin secondary care (MRI's etc.) were stopped during lockdown. The Narrative this month for funds is all about the "opening economy" stories which telehealth isnt.

Covid certainly accelerated this business and helped no doubt, but the vaccines are now coming at a good time and this business will benefit from growth and the economy opening up. After all, it is companies (and not the individual) that actually pays DOC.