Align Technology Inc (NAS:ALGN)
$ 265.06 -2.38 (-0.89%) Market Cap: 19.95 Bil Enterprise Value: 19.36 Bil PE Ratio: 43.67 PB Ratio: 5.31 GF Score: 100/100

Align Technology Inc at Piper Sandler Healthcare Conference Transcript

Nov 29, 2023 / 01:00PM GMT
Release Date Price: $216.48 (+1.09%)
Jason M. Bednar
Piper Sandler & Co., Research Division - Director & Senior Research Analyst

All right. Good morning. I'm Jason Bednar. I cover med tech here at Piper. Thanks for joining us for day 2 of our conference here.

The fireside chat we have this morning is with Align Technology. Very happy to have with me CFO, John Morici. Executive Vice President and Head of the company's Americas and EMEA region, Simon Beard, and Chief Communications Officer, Shirley Stacy. So thanks a lot to all of you for being here. Really happy to have you.

Questions & Answers

Jason M. Bednar;John F. Morici
Piper Sandler & Co., Research Division - Director & Senior Research Analyst;Align

Why don't we get right into the Q&A. And we only have 25 minutes here. So I'll get maybe right to the point actually where we started last night during dinner. What happened between 2Q and 3Q that really made such a -- cause such a shortfall business in the third quarter and led to the guidance adjustment that we have?

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