Upload
others
View
3
Download
0
Embed Size (px)
Citation preview
ALIGN TECHNOLOGY, INC 1© 2019 ALIGN TECHNOLOGY, INC 1
Align Technology, Inc.John Morici, CFO
Simon Beard, SVP and Managing Directors, Americas
November 6, 2019
ALIGN TECHNOLOGY, INC 2
1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
22 years of clear aligner leadership
Align Tech
InvisalignFDA
US OrthoConsumer Ad
IPO
EuropeUS GPs
NYU Dental School
Express 10
APAC Dist
Vivera
Invisalign Teen
EMEA Dist
Invisalign G3
Cadent iTero
Invisalign G4
Invisalign G5
SmartTrackMaterial
APAC Direct
Express 5
ClinCheck Pro
EMEA Direct
China
iTero Element
India
Japan
Invisalign G7
Invisalign G6
iTero Timelapse
$1.5B
$500M
$100M
5M Patients
4M Patients
3M Patients
2M Patients
1M Patients
100 Patients
Invisalign with Mandibular Advancement Feature
$2.0B
6M Patients
Invisalign FirstInvisalign Go
iTero Element 2 & iTero Element Flex
7M Patients
iTero Element Foundation
ALIGN TECHNOLOGY, INC 3
Align Technology, Inc.
Invisalign system - the most advanced clear aligner system in the world
iTero intraoral scanner and services for orthodontic and restorative dentistry
As of Q3’19
$2.3BNet
revenues (LTM)
7.5MInvisalign
patients
168KTrained Invisalign
doctors
13,976Employees
worldwide
ALIGN TECHNOLOGY, INC 4
Global strategic priorities
````
InternationalExpansion
OrthodontistUtilization
GP DentistTreat & Refer
Patient Demand& Conversion01 02 03 04
ALIGN TECHNOLOGY, INC 5
Integrated global operations and capabilities
ZIYANG, CHINAJUAREZ, MEXICO
SAN JOSE, COSTA RICA
MADRID, SPAIN
COLOGNE, GERMANY
CHENGDU, CHINASAN JOSE, CAGlobal Headquarters
RALEIGH, NCAMERICAS Region HQ
SAU PAOLO, BRAZILLATAM Region HQ
SINGAPOREAPAC Region HQ
AMSTERDAM, The NetherlandsEMEA Region HQ WROCLAW, POLAND
MOSCOW, RUSSIAInvisalign R&D Team
OR YEHUDA, ISRAELiTero R&D & Manufacturing Ops
Order Acquisition & Manufacturing Operations
Order Acquisition
Treatment Planning
Align Offices
SHANGHAI, CHINA
YOKOHAMA, JAPAN
ALIGN TECHNOLOGY, INC 6
Globally
orthodontic case starts per year
12M
ALIGN TECHNOLOGY, INC 7
8.4M CasesSERVED AVAILABLE MARKET
3.6M CasesNON-APPLICABLE
70% 70%Invisalign Applicability
12M Ortho CasesTOTAL AVAILABLE MARKET
Global TAM for clear aligners is expanding
17%
12M Ortho TAM
teenagers (9M) 75%
adults (3M) 25%
Currently 17% share of SAM
8.4M SAM Align Share
teenagers (6.5M) 75% 7.6%
adults (2.1M) 25% 46.1%
ALIGN TECHNOLOGY, INC 8
Access
potential patients by going full digital
300M
ALIGN TECHNOLOGY, INC 9