A Closer Look At Emerging Competitive Threats Facing Invisilgn In A Post-Pandemic World: 40%-55% Downside Risk [Seeking Alpha]
SmileDirectClub, Inc. (SDC)
Last smiledirectclub, inc. earnings: 2/25 04:03 pm
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Source: Seeking Alpha
SummaryWe believe the economics of clear aligners are on the precipice of a radical shift – and it has little to do with SmileDirectClub or other direct-to-consumer players.Our deep dive analysis shows FDA-approved aligners of comparable quality are now being 3D printed at half the cost of Align's price.Recent patent expirations remove the final barrier for aligner development software.Channel checks indicate competitors are slashing prices in response. All of this is before the virus scare, which will accelerate dental practices need to offset costs and improve cash flow.Street estimates are still way too high, as Align's products are purely cosmetic and a discretionary expense. Worries that dental practices will have challenges seeing patients return quickly post-pandemic are real. We see 40%-55% downside in ALGN to $80-$115 per shareon disappointing case volume growth in FY21 and ongoing ASP pressure amidst expanded competitive landscape.This article was highlighted for PRO subscri
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