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  "documentTitle": "Align Technology, Inc. (ALGN)",
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  "authorName": "Ben Axler",
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  "presentationDate": "2020-04-09 00:00:00",
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      "text": "Spruce Point believes that the ongoing proliferation of third-party 3D printing labs... will only incentivize further R&D directed at clear aligner development.",
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      "text": "Spruce Point believes that the ongoing proliferation of third-party 3D printing labs in the clear aligner space will only incentivize further R&D directed at clear aligner development: whereas Align was, until recently, the only major player in the clear aligner space, materials producers now face a broad and rapidly-growing number of potential customers for clear aligner plastics.",
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      "kind": "paragraph",
      "text": "Silicon Valley firm touts new clear orthodontic material... Bay Materials says it has met a new performance standard for clear aligner materials with Zendura FLX.",
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      "text": "Align management touts its proprietary SmartTrack material as superior... Spruce Point believes that further developments by materials producers... will only continue to close any gaps.",
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      "text": "So the question is on product differentiation... SmartTrack material, which is a multi-layer material that moves teeth on a predictable, reliable way.",
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      "text": "So the question is on product differentiation between us and maybe some of the other traditional orthodontic clear aligner companies. It starts with, one, we've been able to over 22 years being able to understand how to move teeth in a predictable, reliable way. ... SmartTrack material, which is a multi-layer material that moves teeth on a predictable, reliable way. So there's a lot of technology that's gone in that certainly differentiates products. — John Morici, CFO, Align Technology; I think Zendura FLX is better, but they are not that different in practice. — Orthodontic Consultant, Aligner Materials Expert",
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      "kind": "title",
      "text": "Has The Materials Gap Closed?",
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