RE:RE:RE:RE:2020 - My takeYep, the core business is going to experience superb growth in Q2 2021 for the reasons you listed.
Until then, Q1 2021 will still experience a nice tailwind from continuing covid related sales as the medical facilities and average citizens need as much PPE as possible during the contagious cold season, until the vaccine is delivered in vast quantities.
I heard that right now, there are distribution snafus; the vaccine is starting to get available but it's just not transmitted into the hands of health professionals. Maybe this is due to holidays slowing distributio and organization down.
So Q2 2021, we got from 50% of accessible hospital/clinics to 90-100%.
Coupled with the increased referral ratio from doctors who see home healthcare as the first choice, core business is going to grow very well, even better than in Q3 2020 when core business revenue grew by 8% (despite only 50% of hospitals being open to them!)