Professional Documents
Culture Documents
Conference
Align Technology, Inc.
Forward-Looking Statements
During this presentation and corresponding commentary we may
make forward-looking statements, including statements regarding
Aligns strategy for future growth, the anticipated impact of product
innovation, consumer demand generation, geographic expansion and
sales force productivity on, among other things, customer adoption.
Any such forward-looking statements contained in this presentation
and corresponding commentary are based upon information
available to Align as of the date hereof. These forward-looking
statements are only predictions and are subject to risks, uncertainties
and assumptions that are difficult to predict. As a result, actual results
may differ materially and adversely from those expressed in any
forward-looking statement. Factors that may cause such a difference
include, but are not limited to, the factors that are discussed in more
detail in Align Technologys Forms 10-K and 10-Q, as well as in other
reports and documents filed from time to time with the Securities and
Exchange Commission. Align undertakes no obligation to revise or
update publicly any forward-looking statements for any reason.
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Our Vision
Invisalign Full
Invisalign Teen
iTero Scanner
Invisalign Assist
OrthoCAD Services
2013
2012
2011
2010
2009
2008
Market Expansion
Increase Teen
Share
Grow Adult
Segment
Drive European
Growth
Continue INTL
Expansion-APAC
6
Innovation
Brand Strength
Increase Product
Predictability &
Applicability
Drive Awareness
Among Consumers
Enhance Customer
Experience
Increase
Consumer
Purchase Intent
HUGE
UNTAPPED
MARKET
60-70% POPULATION
HAVE CROOKED
TEETH
7
ADULT
SHARE
TEEN
SHARE
25%
ADULTS
6%
75%
TEENAGERS
13 = +15% Y/Y
13 = +21% Y/Y
North America
Q412 = 162
Q114 = 205
Europe
Q412 = 50
Q114 = 80
Asia Pacific
Q412 = 27
Q114 = 50
Customer Segments
- Top private clinics/chains
- Top public university
hospitals
- Beauty hospitals
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GEOGRAPHIC
EXPANSION
Increase confidence
through education and
local support
PROFESSIONAL
ENDORSEMENT
13
BUILD
AWARENESS
2009
Process
optimization
Optimal
treatment
protocols
Improvement of
device accuracy
and design
Manufacturing
process
automation
3D printing
process
development
TOOL BOX
14
1.5 Release
SmartForce
features provide
extrusion and
rotation force
systems to
achieve
predictable
tooth
movements
2010
2011
Invisalign G3
Improved Power
Ridge feature for
control of lingual
root torque
Precision Cuts
designed for use
with elastics to
help treat Class II
and Class III
SOLUTIONS
2013
Invisalign G4
Next generation of
SmartForce
features for greater
root tip control and
improved
predictability
Multi-tooth
extrusion for
anterior open bite
2014
SmartTrack
Next generation
aligner material
improves control of
tooth movements
with Invisalign
Invisalign G5
ClinCheck Pro
Comprehensive
SmartForce
features for greater
tooth control and
predictability of
Deep Bite
treatment
3D controls
provides more
precise control
over the final tooth
position
Invisalign G4 for
improved root
control
170,000
Case Shipments
Submitting Orthodontists
150,000
17,000
G4
15,000
G3
26.4
13,000
24.2
1.5
21.9
110,000
11,000
18.0
90,000
9,000
70,000
9.8
50,000
5,000
30,000
3,000
2002
15
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
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No bite ramps
ClinCheck Pro
Ease of Use with Greater Control
Simple user interface for precise control of the
treatment goal for each patient
Adjustments for moving single tooth to whole
dentition in real-time
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Class II
Deep Bite
Cross Bite
Class III
70%
60%
50%
Invisalign Treated
40%
30%
20%
10%
0%
Crowding
Class II
Class I
Deep bite
Midline
Spacing
Asymmetry
Source: Align product efficacy study, Dec 2012 North America Customers
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2014 Align Technology, Inc. All rights reserved.
Posterior
Crossbite
Class III
Anterior
Crossbite
Issued Patents
Patent Categorization
As of Q1 2014
19
Pending Patents
G4
G3
1.5
2010
RootTorque
-------Extrusion
Rotation
-------Multiple
Tooth
Extrusion
2011
Open Bite
------Multiplane
Attachments
-----Root Control
2013
SmartTrack
2014
Aligner
Pressure
Areas for
Intrusion
----------Precision
Bite Ramps
22
27%
25%
26%
23%
22%
23%
19%
19%
17%
14%
10%
17%
15%
15%
12%
13%
NA
WW
9%
3%
3%
Q3'11
24
6%
6%
Q4'11
Q1'12
Q2'12
Q3'12
Q4'12
Q1'13
Q2'13
Q3'13
Q4'13
Q1'14
Traditional
Print
Event
Marketing
Social
Media
TV &
Broadcast
25
26
Our Vision
Jefferies Healthcare
Conference
Align Technology, Inc.
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