Author Topic: SDC - SmileDirectClub  (Read 1916 times)

writser

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Re: SDC - SmileDirectClub
« Reply #10 on: October 07, 2019, 07:58:57 AM »
Thanks for posting that Liberty. It's smart to share that link again in a separate reply in case people are interested in SDC but too lazy to read the first paragraph of the topic start.
« Last Edit: October 07, 2019, 08:00:28 AM by writser »
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Liberty

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Re: SDC - SmileDirectClub
« Reply #11 on: October 07, 2019, 08:21:27 AM »
Thanks for posting that Liberty. It's smart to share that link again in a separate reply in case people are interested in SDC but too lazy to read the first paragraph of the topic start.

My bad, I CMD-F'ed the thread for the link and it didn't show. You're too fancy with your linked words.

Nobody has the time to read everything... Was planning to come back at some point to this thread, but wanted to include this for others who might find it interesting in the meantime.
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Saluki

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Re: SDC - SmileDirectClub
« Reply #12 on: October 07, 2019, 08:36:28 AM »
I used to own invisalign and sold out too early. It was a 2 bagger in about a year but it kept going up and up after I sold it (If I held it, i'm sure it would've gone down). 

Invisalign has a few big advantages over SDC.  Their 3d scanner allows orhtodontists to just pass the toothbrush looking laser device over your teeth and get a 3d impression.  It's pretty difficult to get a good imprint with the goo and molds for a trained person, i can't imagine how hard it would be for a layperson.   I believe the 3d scanner can be used to make bridges too, so it's a seperate line of profit for invisalign. 

Invisalign donates equipment and software to dental schools so the new dentists are trained on it and have no incentive to switch to cheaper alternates like orthoclear or 3M. (switch to a new system and buy new equipment and learn new procedures so you can charge less money?)

Yes, the true low price option is SDC, even cheaper than traditional braces, but given how hard it is to set up the molds, how it can only be used for mild cases and you don't know if it's working or not until the end, I think most people will pay a few grand more because of what's at stake if they mess up.  After all, most people still use a realtor to sell their home or a plumber to install a toilet.

ALGN's business model is amazing, and it's gotten cheaper again (35 PE vs 90 before), but still too rich for my blood. The scanners are the only game in town, and the aligners are a few dollars worth of plastic that the dentist sells to the patient for $5k.  I don't know what the split is between the two, but that's a lot of money to share.  Also, the equipment, office and staff are all paid for by the dentist, so the cost to grow is minimal.  The only problem is that once you have a customer use your product, they are done for life and you have to find a new customer.  (the opposite of DaVita where once you get a customer, you make money from them until the day the die).
If it's important, do it every day. If it's not important, don't do it at all.  -Dan Gable

Foreign Tuffett

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Re: SDC - SmileDirectClub
« Reply #13 on: October 14, 2019, 02:46:45 PM »


Billie Eilish constantly talks about having an Invisalign. She has provided SDC with millions of dollars worth of free advertising. I guarantee that a high % of high school students know what Invisalign is.

https://www.youtube.com/watch?v=DyDfgMOUjCI


SDC is actually not associated with Invisalign. Invisalign is created by Align Technology, and they focus on much more difficult to treat problems.

Yes, you are right. It appears they used to work together, but had a falling out.

https://www.massdevice.com/align-tech-to-close-invisalign-stores-as-result-of-arbitration-with-smile-direct-club/

The stock has been absolutely destroyed over the past few trading sessions

https://www.cnbc.com/2019/10/14/smiledirectclub-tanks-on-california-bill-bringing-loss-since-september-ipo-to-nearly-60percent.html