Align Technology (ALGN) 46th Annual William Blair Growth Stock Conference summary

Platform and technology advancements

• Digital workflow now covers scanning, diagnosis, planning, treatment, monitoring, and retention, with 95% of cases scanned versus 5% a decade ago.

• AI-driven ClinCheck software enables real-time, personalized treatment planning, reducing turnaround from weeks to minutes.

• Virtual Care and AI tools allow remote monitoring, reducing patient visits by 30–35% and improving compliance.

• 3D printing technology enables new products like palatal expanders and retainers, with further launches expected in late 2024.

• Material science innovations, including layered plastics, enhance aligner efficacy and comfort.

Product portfolio and clinical applications

• Product range addresses all ages, with early intervention products for children and advanced solutions for teens and adults.

• Invisalign Palatal Expander and Vivera 3D-printed retainer target young patients for early and effective treatment.

• Advanced restorative treatment (ART) and exocad integration allow less invasive dental procedures, preserving enamel.

• Visualization tools and smile videos increase patient engagement and case conversion by up to 50%.

• Comprehensive dentistry solutions support both aesthetic and functional dental needs.

Market strategy and business models

• Focus on expanding general practitioner (GP) adoption through training and digital tools, addressing the 75% of global malocclusions.

• Partnerships with Dental Service Organizations (DSOs) leverage scale, technology, and flexible business models.

• Subscription and flexible aligner purchasing programs cater to varying practice needs and drive utilization.

• External patient financing partnerships, such as HFD, help reduce financial friction and improve conversion rates.

• Product portfolio evolution offers options with or without service plans, increasing affordability and access.