ALGNing the Moat

I am certainly not knocking your experience or knowledge but I can remember the exact same thing being said by eminent urologists about the daVinci.
The daVinci got better, that is what customers (AKA patents) wanted, that is what they got

This resistance was one of the major reasons I loaded up on on ISRG.

I see orthodontics going from something used by the few, the mostly well off in developed countries changing into something for many more people spread throughout the world. Align does not need the whole market. only a profitable slice of the market. Like Apple does not need the whole mobile phone market, iPhone is enough. I assume severity of n is aligned tooth problems are on a bell shaped curve. There is lots of money to be made moving back to the middle part of the curve, that’s where the people are.

Enjoy your retirement.
But you will probably start to miss the idea of being able to make somebody’s life better every day. Not any people can do that in their jobs.

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