AT1 FY21 - General Discussion + FA, page-1975

Note that in the recent Atomo PDF they are referencing a McKinsey & Co report from March 2021.
That's almost a year ago and a lot changes.
Here is a more up to date report. Link by the same company. It paints a more complex picture.




The 2022 reports are positive, but more circumspect. I understand why John needs to appear bullish. It's good for holders to do their own research further.

It does end on a positive note, because consumer demand for at home models is very strong. Clinicians have to meet people half way. My sister lives in a regional area and now has telehealth. It's very convenient for her. If she can't get it she will get a different doctor.