2026 TeoTwawKi ... 2032 Darkest Interregnum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 379.91

+0.4%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Julius Wong who wrote (151373)	10/23/2019 9:13:37 PM
From: TobagoJack	of 217684

practically speaking we at this stage cannot yet say that ALGN / SDC are in the same competitive space, because the patients selecting Align's Invisalign for the vast majority cannot be treated by SDC, and the prospective patients checking out SDC must consider Align ... ~30% of prospects checking out SDC cannot be treated w/o doctor intervention. and must consider ALGN. The fight for SDC is against its telemedicine aligner competitors, first, and if survive, gets to go toe to toe w/ ALGN ALGN pricing must be affected going forward, not so much because of SDC if at all, but perhaps a bit because aligner launches by 3M and Ormco (Danaher), and even that only bit by bit, as doctors trained and invested on ALGN infrastructure, clinic equipment, and method would not lightly switch to competing brands The impetus to watch out for is mixed appliance treatment protocol - fixed appliance to take out the complications (rotation) and aligners for refinement. ALGN has no capability to play in the fixed appliance arena. Fun.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next