Align Technology Inc (LTS:0HCK)

$ 233.46 3.85 (1.68%) Market Cap: 17.38 Bil Enterprise Value: 16.46 Bil PE Ratio: 39.72 PB Ratio: 4.41 GF Score: 97/100

Align Technology Inc at Goldman Sachs Global Healthcare Conference Transcript

Jun 11, 2019 / 06:20PM GMT

Release Date Price: $313.75 (+1.13%)

Transcript

Nathan Allen Rich

Goldman Sachs Group Inc., Research Division - Research Analyst

Good morning, everyone. Welcome to the last session of the morning. My name is Nathan Rich, I cover the dental group here at Goldman. I'm joined on the stage by my colleague, Bob Jones. And we're very pleased to introduce Align Technology this morning. To my left here is John Morici. He is the CFO of Align. He's been CFO since 2016.

The format of the session is all Q&A. If you have a question during the session, just raise your hand and we'll come get you a mic.

Nathan Allen Rich

Goldman Sachs Group Inc., Research Division - Research Analyst

Maybe starting, John, with the hot news over the past couple of weeks with the tariffs in Mexico. It seemed like the U.S. and Mexico had gotten to a resolution. They still need to finalize the agreement. So still, it seems like a bit of a fluid situation.

I'd just be interested to get your perspective. Have you gotten any more clarity on just how the tariffs would be applied?

And then maybe bigger picture.

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