The wind will turn back...if you think There will be a shift that will take place, it will take time but January we could see some movement : christmas holidays and the flu season, etc.
I'm not betting on another confinement, simply on an increase in telehealth activities even with the approach of a vaccine. Some will realize how betting on WELL and DOC and others, generating incredible gross margins and leading the way in this industry shift.
Insurance companies are turning too apps/tools to allow companies have a better grasp of their employees, their mental state, their motivation level.
Look around, there is already a shift, we aren't realizing it. Pharmacies are present and adapting to online platforms, virtual health, etc. Its popular in the States, Canada is following. Doctors have shifted to virtual visits, will they stop their and close their memberships with the software? Will they go back to manual invoicing and having a physical secretary and physical patient files?
Don't think so....