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Align Technology, Inc. (ALGN)

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467,99-6,44 (-1,36%)
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457,00 -10,99 (-2,35%)
Dopo ore: 05:22PM EST
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  • K
    Kevin
    $TASK conversation
    Spruce Point has some big misses too. They called for $ALGN to drop 40 - 55% in April of 2020. The stock went up 200% in over next year and 300% in 17 months.
  • F
    Fergus O’Palin
    $ALGN conversation
    market spoke again...only a dummy holds $SDC over $ALGN. Quality has a price.
  • m
    meanrevers
    $SDC conversation
    Interesting post I saw on Rdt recently.

    Another in depth analysis of $SDC.

    "If you ask any dentist a year ago, we would all tell our patients to not go with SDC, but instead to consider traditional braces.

    This is the same way dentist approached Invisalign when they first entered the market 10 years ago.

    If you look at Invisaligns stock chart from 2001-2003 you will see that their graph looks VERY identical to SDC’s current graph. $Algn basically went from $16 down to $2/share. Today it’s almost at $750/share, and a market cap of $57B and a PE of 83x! If you compare that to SDC who has a revenue of 800M and market cap of 2B and a future sales to earnings of only 2x you can see how extremely undervalued it is. If $SDC is placed on a direct comparison to align when it comes to futures sales and PE it would put sdc at a $36/share stock.

    Today, things have changed drastically in dentistry and orthodontics. Clear aligners is a booming business since it’s the preference patients have when it comes to ortho.

    Now if we are going to recommend a clear aligners and compare Invisalign to smile direct there are many differences as well as similarities.

    Difference #1 PRICE: Invisalign costs $6,000-8000 (due to 3x markup by dentists/orthodontist). Smile direct cost $1,950

    Difference #2. Type of correction: Invisalign: can correct anything from mild to severe cases. Smile direct: Can correct mild to moderate cases. Crowding, spacing etc.

    Difference #3: Invisalign requires you to see your orthodontist on a biweekly schedule (which sometimes this appointments are no longer than 20 seconds, but you still need to inconveniently be there) Smile direct: Sends you the aligners, and through its teledentistry platform follows up with you with close up photos of your teeth and bite. These are reviewed by a doctor.

    Now let’s look at similarities between Invisalign and SDC:

    Both are doctor supervised (despite what you read online) Both have very predictable results! Both Invisalign and Smile direct make their aligners through 3d printing. Both of them either scan or take impression prior to printing the aligners.

    There is unfortunately a lot of FUD that’s been spreading around sdc, and considering the short interest of 59%, we wouldn’t expect the FUD to disappear as short sellers are fighting to protect their positions. Another interesting history that many might not know is that INVISALIGN was one of the largest investors in $SDC initially but after Invisalign attempted to start “direct to consumer smile shops” like SDC, the relationship turned sour. $SDC sued and successfully won against Invisalign, which in turn ended up selling out of their positions from sdc, and ever since then the FUD surrounding sdc started and got worst.

    Now many are wondering if it’s Invisalign hedgefunds that’s taken large short positions in SDC in an attempt to push Invisalign up and keep sdc down, but that would explain a lot of things.

    As of last year, (Jan 2020), Invisalign lost their patent to work with dentist solely. This allowed sdc to work with dentist and orthodontist. This is the reason I signed up all my practices to partner up with SDC for my patients who qualify for it. Which is as mentioned mild/moderate cases. I would never feel right about charging my patient $6000 to correct a small space between their teeth with Invisalign, when they can get identical results from $SDC.

    With that said, I have no doubt $SDC will continue their expansion nationally and internationally, and at currently price levels, it is extremely undervalued in my opinion.

    For full transparency; I am a dentist and I’m currently sitting on 100,000 shares of $SDC."
  • A
    Anonymous
    Align Technology, Inc.
    I have been short $ALGN and long $SDC now for 2 weeks or so. Been good so far. Probably will not short $ALGN into earnings. I think good guidance will help both stocks. Not sure where the macro picture will be when they report but I do hope they guide above what analysts expect.
  • A
    Avi
    ALGN growth this quarter is a clear indicator that the tele-dentistry and aligner industries are recovering at an increasing rate from this pandemic. Positive catalysts for both $SDC and $ALGN
  • G
    Garret
    $SDC conversation
    SDC Revs are 600-900 million.
    $ALGN
    was recently a record 2.5 billion.

    SDC market cap is 2bil
    invisaligns is 57 billion. lets meet halfway

    2bil / 750 mil is a 2.6 multiple for SDC

    57 bil / 2.5 bil is a 22.8 multiple for invisacrooks

    times us by 10 and were $55. you can buy a share at $5.50 right now. and this doesnt include massive short squeeze potential just some math 😂
  • T
    TGMM
    $ALGN The Golden standard for invisible aligners with comprehensive in-demand solutions. Align Tech will continue to dominate the bulk of customers seeking invisible aligners for all teeth and are willing to pay a premium for it. With an impeccable track record, as well as historical data of addressing so many cases allowing them to stand out from new competitors, Align should remain strong in the face of new entrants in this price range.

    On the lower end of the purchasing power spectrum, $SDC and its expanding reach will likely continue to grow top line as it outperforms expectations and sales numbers. The company's recent customer announcement on their website due to 'unanticipated demand' is a testament to just how popular their product is. Current lawsuits and lobbying is driven by practitioners who are feeling the heat from being excluded from the value chain.
    smiledirectclub.com/shipping/

    $ALGN and $SDC are direct beneficiaries of a seismic shift towards clear aligners. Bullish
  • B
    Basebalpro
    SmileDirectClub, Inc.
    On IPO (before CVS, Walmart, Germany, Hong Kong, lawsuits wins and direct sales to dentists) SDC was valued at $23 (8.8B MC). Fast forward half a year and SDC is down 40% from IPO price which already didn't factor in all these wins. Now $ALGN claims their decrease in growth is due to the coronavirus (this is the funniest thing I've ever herd). I'm telling you all right now - SDC will easily take 25% market share from ALGN (5B MC) with a product that is much cheaper for matching quality. This values SDC at 13.8B MC (8.8+5). If SDC gets smileshops in Walmart, sales will increase astronomically. We could easily be worth 15B within the next year or $40 USD. If you are smart, you would be accumulating as much as you can. (PS I also can't wait for the epic short squeeze that's about to happen).
  • A
    Avi
    Classic March dips to make room for April rips $ALGN $SDC
  • S
    Simon
    SmileDirectClub, Inc.
    Forget $ALGN, the future is $SDC 🚀
  • S
    Srini
    $SDC conversation
    hope SDC turned + by end of this year or 1st quarter .. Already analysts thinking $ALGN sales dropped that are picked by $SDC
  • J
    Jurgen
    $SDC conversation
    $algn has a price to sales of 16.5X. $SDC has a price to sales of only 3X.

    If $sdc was valued at the same P/S it would be currently worth $31.65.

    Thats just an immediate comparison in how undervalued $sdc is. Both from a Value investors’s standpoint as well as growth investor.
  • J
    Jurgen
    $SDC conversation
    $ALGN 4B REVENUE - 55B MARKET CAP
    $SDC 1B REVENUE - 2.5B MARKET CAP

    EASY 4X HERE!
  • A
    Anonymous
    SmileDirectClub, Inc.
    Perfect day for a price upgrade or a reiteration of one based on $ALGN report. They're coming. That's a given after all the positive developments the last month.
  • O
    Omar
    SmileDirect trading below it’s IPO price, significantly underprice compare to Align Technology. $ALGN

    Insiders been loading up on shares past several months. I suspect something big company.
  • D
    Dom
    $SDC conversation
    $ALGN is butthurt because Smile Direct is better and the future of Orthodontics. Trust me they will continue to go after Smile anyway they can. Of course sdc needs to make some improvements but they continue to improve overtime.
  • D
    Dan
    SmileDirectClub, Inc.
    Yardstick...Watch $ALGN 280.00+. Once $SDC gets in mass retailer like Walmart the room to run is ??
    Like any stock never bet more than you can afford to lose.
    Chatter on this board is disturbing inlieu of the potential of this product.
    I Tripled down Friday at 3:45-55.... Tuesday and beyond should be interesting with lockup date.
  • A
    Al
    Align Technology's PT raised by Barclays PLC to $410.00. overweight rating. marketbeat.com/stocks/NASDA... $ALGN
  • K
    Kim
    $SRPT conversation
    From dough:
    Baird Top Stock Ideas for the Balance of 2019 and Heading Into 2020-Healthcare / Life Sciences
    Growth $ALGN $APLS $CSTL, $DXCM $EIGR $FOLD $IOVA, $KPTI $NTRA
    Growth: RCM, $REGN, RETA $SNDX, $SRPT
    Value: DGX, HCA, PRAH
  • A
    Anthony Jerome
    $SDC conversation
    Great post on the ALGN Board:

    Interesting post I saw on Rdt recently.

    Another in depth analysis of $SDC.

    "If you ask any dentist a year ago, we would all tell our patients to not go with SDC, but instead to consider traditional braces.

    This is the same way dentist approached Invisalign when they first entered the market 10 years ago.

    If you look at Invisaligns stock chart from 2001-2003 you will see that their graph looks VERY identical to SDC’s current graph. $Algn basically went from $16 down to $2/share. Today it’s almost at $750/share, and a market cap of $57B and a PE of 83x! If you compare that to SDC who has a revenue of 800M and market cap of 2B and a future sales to earnings of only 2x you can see how extremely undervalued it is. If $SDC is placed on a direct comparison to align when it comes to futures sales and PE it would put sdc at a $36/share stock.

    Today, things have changed drastically in dentistry and orthodontics. Clear aligners is a booming business since it’s the preference patients have when it comes to ortho.

    Now if we are going to recommend a clear aligners and compare Invisalign to smile direct there are many differences as well as similarities.

    Difference #1 PRICE: Invisalign costs $6,000-8000 (due to 3x markup by dentists/orthodontist). Smile direct cost $1,950

    Difference #2. Type of correction: Invisalign: can correct anything from mild to severe cases. Smile direct: Can correct mild to moderate cases. Crowding, spacing etc.

    Difference #3: Invisalign requires you to see your orthodontist on a biweekly schedule (which sometimes this appointments are no longer than 20 seconds, but you still need to inconveniently be there) Smile direct: Sends you the aligners, and through its teledentistry platform follows up with you with close up photos of your teeth and bite. These are reviewed by a doctor.

    Now let’s look at similarities between Invisalign and SDC:

    Both are doctor supervised (despite what you read online) Both have very predictable results! Both Invisalign and Smile direct make their aligners through 3d printing. Both of them either scan or take impression prior to printing the aligners.

    There is unfortunately a lot of FUD that’s been spreading around sdc, and considering the short interest of 59%, we wouldn’t expect the FUD to disappear as short sellers are fighting to protect their positions. Another interesting history that many might not know is that INVISALIGN was one of the largest investors in $SDC initially but after Invisalign attempted to start “direct to consumer smile shops” like SDC, the relationship turned sour. $SDC sued and successfully won against Invisalign, which in turn ended up selling out of their positions from sdc, and ever since then the FUD surrounding sdc started and got worst.

    Now many are wondering if it’s Invisalign hedgefunds that’s taken large short positions in SDC in an attempt to push Invisalign up and keep sdc down, but that would explain a lot of things.

    As of last year, (Jan 2020), Invisalign lost their patent to work with dentist solely. This allowed sdc to work with dentist and orthodontist. This is the reason I signed up all my practices to partner up with SDC for my patients who qualify for it. Which is as mentioned mild/moderate cases. I would never feel right about charging my patient $6000 to correct a small space between their teeth with Invisalign, when they can get identical results from $SDC.

    With that said, I have no doubt $SDC will continue their expansion nationally and internationally, and at currently price levels, it is extremely undervalued in my opinion.

    For full transparency; I am a dentist and I’m currently sitting on 100,000 shares of $SDC."