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Table of Contents
Section 1: Survey Demographics............................................3
Respondent background information ...........................................................................3
Average practice performed 8.1 cases per month ........................................................4
Section 2: Market Growth ........................................................7
Patient traffic picking up – a possible leading indicator ..............................................7
Dentists split on 2009 growth rates, but consensus emerges for 2010.........................7
Dentists expecting Q4’09 rebound...............................................................................9
Factors behind the optimists’ thinking.......................................................................10
Factors behind the pessimists’ thinking .....................................................................10
Volume of outward referrals broadly unchanged.......................................................11
Inventory levels largely unchanged ...........................................................................13
Section 3: Competitive landscape ........................................14
Down branding of treatment options only a moderate drag on implant volumes ......16
Nobel Biocare .........................................................................18
It’s been a tough 2 years ............................................................................................18
Investment thesis........................................................................................................18
Straumann...............................................................................20
In great shape, but can it get any better......................................................................20
Valuation Methodology and Risks ........................................22
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