Uwu ndi mwayi wa $ 8 Trillion Investment Opportunity VCs ndi Oyambitsa Sanganyalanyaze

Zachuma Chautali Sizinthu Zopeka Za Sayansi - Ndilo Mtsinje Wakukulu Kwambiri Pazaka Khumi

Penapake pakati pa ma podcasts a biohacking ndi mapanelo amagazi a $ 400, bizinesi yovomerezeka ya madola thililiyoni idapangidwa mwakachetechete. Chuma cha moyo wautali padziko lonse lapansi - chophatikizapo chirichonse kuchokera ku mankhwala oletsa kukalamba ndi kuwunika molondola kwa nsanja za ubwino wa chitukuko ndi zomangamanga zosamalira akuluakulu - zikuyenera kupitirira $ 8 trillion pofika 2030, malinga ndi kuyerekezera kwa National Academy of Medicine ndi Bank of America Global Research. Kwa akatswiri azachuma omwe amayang'ana m'tsogolo kuti apeze mwayi wofotokozera gulu lotsatira, ndi oyambitsa omwe akufunafuna misika yokhala ndi anthu omwe sangasiye, ichi ndi chizindikiro chomwe chimakwiriridwa mkati mwaphokoso lazaumoyo. Danga la moyo wautali si chikhalidwe. Ndikusintha kwachuma komwe kumayendetsedwa ndi ukalamba, kupita patsogolo kwa sayansi yazachilengedwe, komanso ogula omwe angalipire chilichonse kuti awonjezere zaka zathanzi m'miyoyo yawo.

Chifukwa chiyani $8 Trillion Si Hype - Nambala Zomwe Zili Pambuyo pa Moyo Wautali Wamphamvu

Masamu omwe amatsata chuma cha moyo wautali ndi tsogolo la anthu. Pofika chaka cha 2030, Baby Boomer aliyense ku United States adzakhala ndi zaka zoposa 65. Padziko lonse, chiwerengero cha anthu azaka zapakati pa 60 ndi kupitirira chidzafika 1.4 biliyoni - pafupifupi kuwirikiza kawiri chiwerengero cha 2015. Awa si ogula omwe amangoyembekezera nyumba zopuma pantchito. Ndiokonda kugwiritsa ntchito ndalama omwe amaika patsogolo thanzi, mphamvu, ndi kukulitsa zaka zawo zopindulitsa. McKinsey akuyerekeza kuti ogula azaka zopitilira 60 ali kale ndi ndalama zoposa 50% zakukula kwazinthu zonse zomwe zikukula m'maiko otukuka.

Koma iyi sinkhani yongonena za anthu akale. Millennials ndi Gen Z akuyendetsa kayendetsedwe kaumoyo wodzitetezera mwamphamvu mofanana. Msika wapadziko lonse waubwino udagunda$5.6 thililiyoni mu 2023, ndi kagawo kakang'ono ka moyo wautali - matenda ovala, NAD + zowonjezera, zipatala zokhathamiritsa mahomoni, nsanja zaumoyo zoyendetsedwa ndi AI - ndi gawo lomwe likukula mwachangu mkati mwake. Ndalama zoyendetsera ndalama zoyambira moyo wautali zidadutsa $ 5.2 biliyoni mu 2023yokha, chiwonjezeko cha 40% kuchokera chaka cham'mbuyo. Ndalama monga Longevity Vision Fund, Life Biosciences, ndi Apollo Health Ventures zikutumiza mazana a mamiliyoni mu danga, ndipo zimphona zamabungwe monga Google (kudzera mu Calico Labs) ndi Jeff Bezos (kudzera mu Altos Labs) ayika kubetcha kwa madola mabiliyoni.

Kulumikizana kwa AI, genomics, ndi utekinoloje wazaumoyo wa ogula kukupanikiza zomwe zinali zaka makumi angapo zofufuza zazaka zambiri. Thandizo lochokera ku CRISPR likulowa m'mayesero azachipatala a matenda okhudzana ndi ukalamba. Zowunikira mosalekeza za glucometer, zomwe kale zidasungidwa kwa odwala matenda ashuga, tsopano ndizomwe zimagwiritsidwa ntchito pogula. Kuthamanga uku kukutanthauza kuti malo omwe angasungidwe ndalama akukulirakulira kuposa momwe ma VC ambiri angapangire mapu.

Zoyimirira Zisanu Kumene Ndalama Zanzeru Zikuyenda

Sikuti mwayi wonse wokhala ndi moyo wautali umapangidwa mofanana. Malowa ndi otambalala mokwanira kuphatikiza ma laboratory ofufuza zamankhwala ndi mitundu yowonjezera kwa ogula - koma likulu lanzeru kwambiri likuyang'ana molunjika pomwe ukadaulo umapanga mitsinje yotetezedwa komanso ndalama zobwerezedwa.

• Zofufuza Zolondola & Zolemba Zamoyo: Makampani monga Grail (kuzindikira khansa) ndi InsideTracker (kuyesa zaka zamoyo zamoyo) akumanga nsanja zolembera zomwe zimatembenuza magazi kukhala nzeru zathanzi zomwe zimapitilira. Gawo lazidziwitso lokha likuyembekezeka kufika $98 biliyoni pofika 2028.
• AI-Powered Drug Discovery: Oyambitsa monga Insilico Medicine agwiritsa ntchito AI kubweretsa ofuna mankhwala kuchokera ku lingaliro kupita ku mayesero a Phase I m'miyezi ya 18 - ndondomeko yomwe mwachizolowezi imatenga zaka 4-5. Otsatsa amawona ichi ngati choyimirira pamwamba kwambiri pa moyo wautali.
• Mapulatifomu a Ubwino wa Ogula: Kuchokera ku Levels Health (kukhathamiritsa kagayidwe kachakudya) mpaka ku Whoop (kutsata kuchira), makampani omwe amayang'ana moyo wautali akuwonetsa kuti anthu azilipira $30-50/mwezi paza data yathanzi. Mitengo yosungira pachaka yoposa 70% imapangitsa kuti chuma chonga cha SaaS chisatsutsidwe ndi ma VC.
• Mankhwala Otsitsimutsa & Zochizira: Mankhwala ochiritsira tsinde, senolytics (mankhwala ochotsa ma cell owonongeka), ndi ma analogi a rapamycin akusintha kuchoka ku zofuna za labu kupita ku zenizeni zachipatala. Apa ndipamene kutuluka kwa madola mabiliyoni ambiri kudzawonekera.
• Zipatala za Moyo Wautali & Zaumoyo Wama Concierge: Njerwa ndi matope zimakumana ndi sayansi yazachilengedwe. Makampani monga Fountain Life ndi Peak Health amapereka umembala wapachaka $10,000+ kuti awonetsere thanzi labwino komanso kukhathamiritsa. Msika waumoyo wa concierge ukukula pa 25% pachaka.

Zomwe Oyambitsa Amalakwitsa Pamsika Wautali Wamoyo

Pakampani iliyonse yovomerezeka yanthawi yayitali yomwe imakopa ndalama zambiri, pali zambiri zomwe sizimayimilira chifukwa oyambitsa samamvetsetsa momwe msika ukuyendera. Cholakwika chofala kwambiri ndikutengera moyo wautali ngati sewero laukadaulo la biotech. Ngakhale sayansi ikufunika, makampani omwe akukula mwachangu kwambiri ndi omwe amaphatikiza kukhulupirika kwasayansi ndi chidziwitso cha ogula komanso kuchita bwino. Zambiri zachipatala sizitanthauza kanthu ngati kasitomala sangathe kusungitsa nthawi yokumana, kutsatira zotsatira zake, kapena kulandira chithandizo chotsatira popanda kukangana.

Cholakwika chachiwiri chachikulu ndikuchepetsa zovuta zogwirira ntchito. Mabizinesi anthawi yayitali - kaya zipatala, zopangira zowonjezera, kapena nsanja zaukadaulo - mwachibadwa amakhala ndi miyambo yambiri. Amafunikira machitidwe a CRM kuti azitha kuyang'anira maubwenzi oleza mtima, zopangira ma invoice a umembala wofunika kwambiri, kukonzekera nthawi yochezera mobwerezabwereza, ma analytics dashboards kuti atsimikizire zotsatira, ndi machitidwe a HR kuyang'anira antchito apadera m'malo angapo. Oyambitsa omwe amayesa kulumikiza zida zisanu kapena zisanu ndi chimodzi zolumikizidwa mosalephera amataya liwiro pakukoka kogwira ntchito.

Apa ndipamene mapulaneti ngati Mewayz amakhala maziko abwino osati mapulogalamu okha. Ndi ma module ophatikizika 207 omwe amatenga CRM, ma invoice, kusungitsa, kulipira, HR, kasamalidwe ka zombo, ndi kusanthula, Mewayz imapatsa oyambitsa moyo wautali njira yogwirira ntchito yogwirizana kuti ayendetse chilichonse chomwe sichitha pabizinesi yawo. M'malo mowotcha njanji ya ndege pa masitaki aukadaulo a Frankenstein, oyambitsa atha kuyambitsa, kugwiritsa ntchito, ndi kukula papulatifomu imodzi - kumasula ndalama ndi chidwi pazasayansi ndi zomwe makasitomala akumana nazo zomwe zimasiyanitsa mtundu wawo.

"Makampani aatali omwe amapambana sadzakhala ndi sayansi yabwino kwambiri - adzakhala ndi zomangamanga zabwino kwambiri zogwirira ntchito. Mumsika womwe ukukula mofulumira, oyambitsa omwe amakonzekera mofulumira ndi omwe amakulitsa. Ena onse amaikidwa m'manda ndi kuphonya zotsatiridwa pamene opikisana nawo akuphatikizana. " - Chidziwitso chochokera ku zokambirana ndi oyang'anira thumba la moyo wautali komanso ogwira ntchito pazaumoyo.

Buku la VC Playbook: Momwe Otsatsa Amaganizira Zoyambira Zautali Wamoyo

Opanga ndalama m'mabungwe samangothamangitsa mutu wa moyo wautali mwachimbulimbuli. Ndondomeko yowunikira yakula kwambiri kuyambira masiku oyambilira a "zoletsa kukalamba" zosamveka bwino. Masiku ano, ma VC omwe ali ndi moyo wautali wautali akuyang'ana zizindikiro zitatu: ziwongola dzanja zobwerezabwereza, zomveka bwino, ndi zotsatira za netiweki ya data. Makampani omwe amapanga zambiri zathanzi pamlingo waukulu - ndikuzigwiritsa ntchito kuti apititse patsogolo zotulukapo pakapita nthawi - amalamula kuti ziwongoleredwe ziwongoleredwe kwambiri chifukwa mitsinje yawo imazama ndimakasitomala aliwonse.

Kuyika koyang'anira ndikofunikira chimodzimodzi. Malingaliro a FDA okhudza ukalamba ngati njira yochiritsira (osati njira yosapeŵeka) ndikutsegula zitseko zomwe zinali zokhoma kwa zaka zambiri. Kuyesa kwa TAME - kuyesa metformin ngati mankhwala oletsa kukalamba - kumayimira njira yoyamba yovomerezeka ndi FDA yochizira ukalamba wokha. Oyambitsa omwe ali mkati mwa njira yomwe ikubwerayi amakhala ndi mwayi wochulukirapo kuposa omwe amagwira ntchito m'malo otuwa.

Kuchulukitsa kwamtengo kumawonetsa kudalirika kwa msika. Mapulatifomu a nthawi yayitali a ogula akulamula kuchuluka kwa ndalama za 12-18x m'magawo omaliza, ofananira ndi kuwerengera kwa SaaS. Makampani ozindikira matenda omwe ali ndi mitundu yolembetsa akuwona ndalama zambiri. M'mawu ake, ma SaaS apakatikati angapo mu 2024 adakhala mozungulira 6-8x - kutanthauza kuti oyambitsa moyo wautali akugulitsa pafupifupi kuwirikiza kawiri pamsika waukulu wa mapulogalamu.

Kupanga Bizinesi Yanthawi Yaitali Yomwe Imakhala Yambiri

Kusiyana pakati pa kuyambika kwa moyo wautali komwe kumakweza mbeu yozungulira ndi yomwe imafika $ 10 miliyoni ARR nthawi zambiri imabwera ku zisankho zachitukuko zomwe zapangidwa m'miyezi 12 yoyamba. Oyambitsa omwe amaika ndalama msanga m'mabizinesi ophatikizika - kulipira okha, ma rekodi a kasitomala omwe ali pakati, kulumikizana kokhazikika, ndi kusanthula kwanthawi yeniyeni - nthawi zonse amaposa omwe akuchedwa kukhwima.

Ganizirani zachipatala cha moyo wautali chomwe chikukhazikitsidwa m'misika itatu nthawi imodzi. Popanda machitidwe ogwirizana, dera lililonse limapanga kayendetsedwe kake ka ntchito kwa odwala, kulipira, kuyang'anira zinthu, ndi ndondomeko ya antchito. M'miyezi isanu ndi umodzi, woyambitsa akugwiritsa ntchito nthawi yochuluka pa ntchito yozimitsa moto kusiyana ndi kukula. Ndi nsanja monga Mewayz akugwira ntchito msana - kuchokerakusungirako ndi CRMkuinvoice ndi malipirokumalo onse - woyambitsa yemweyo amakhalabe akuyang'ana pa ndondomeko zachipatala, chitukuko cha mgwirizano, ndi kusonkhanitsa ndalama. Zomangamanga zamapulatifomu zimatanthawuza kuti amatsegula zida zomwe amafunikira poyambitsa ndikukulitsa bizinesi ikakula, osasuntha data kapena kuphunzitsanso antchito.

Zowonjezera pakugwiritsa ntchito izi sizosangalatsa kukhala nazo m'moyo wautali - ndizofunikira. Ma VC amayesa kukhwima kwa ofesi panthawi yolimbikira. Kuyambika kwa ma spreadsheets osalumikizidwa ndi machitidwe amanja kumawonetsa chiwopsezo, mosasamala kanthu kuti sayansi ndi yokakamiza bwanji.

Zenera Ndi Lotseguka — Koma Silikhala Lotseguka Mpaka Kalekale

Mwayi uliwonse wotsatsa malonda uli ndi zenera la asymmetry - nthawi yomwe msika umakhala wokulirapo kuti ukhale weniweni koma koyambirira kotero kuti atsogoleri amagulu sanavekedwe korona. Mu moyo wautali, zenera limenelo lili pakali pano. Kuphatikizika kwa zopambana za sayansi, kufunikira kwa ogula, kusintha kwa malamulo, ndi kupezeka kwa ndalama zapanga zinthu zomwe zinalibe ngakhale zaka zitatu zapitazo.

Koma zenera likuchepera. Pomwe ndalama zamakampani zikusefukira, ndalama zogulira makasitomala zimakwera, mawonekedwe owongolera, komanso zabwino zoyambira. Zoyambira zautali zomwe zimayamba ndikukulitsa bwino mu 2025-2027 zitha kufotokozera gulu lazaka makumi awiri zikubwerazi. Amene amafika mochedwa adzapikisana pamtengo pamsika umene umapereka mphoto kwa malo apamwamba.

Kwa oyambitsa, chofunikira ndichomveka: yendani mwachangu, koma pangani mwanzeru. Chuma chautali chimapindulitsa ogwira ntchito omwe amaphatikiza chikhumbo cha sayansi ndi zomangamanga zamabizinesi. Kwa ma VCs, uthengawo ndi wachindunji: $ 8 thililiyoni chithunzi sidenga - ndi poyambira. Pamene kusintha kwa moyo kuchokera ku chikhumbo kupita ku chiyembekezero, makampani onse oyandikana nawo - inshuwaransi, malo, maphunziro, kukonzekera ogwira ntchito - adzasintha mozungulira nthawi yayitali, moyo wathanzi. Zotsatira zake zipangitsa kuti pakhale mwayi wopeza ndalama kwazaka zambiri zikubwerazi.

Funso siliri ngati chuma cha moyo wautali chidzabweretsa zokolola zambiri. Ndiko kuti mudzawajambula akadzatero.

Mafunso Ofunsidwa Kawirikawiri

Nchifukwa chiyani chuma cha moyo wautali chimatengedwa ngati mwayi wa $8 thililiyoni?

Chuma cha moyo wautali chimaphatikizapo mankhwala oletsa kukalamba, kuwunika molondola, nsanja zaukadaulo, ndi zida zosamalira akuluakulu. Malinga ndi National Academy of Medicine ndi Bank of America Global Research, msikawu ukuyembekezeka kupitilira $8 thililiyoni pofika 2030. Motsogozedwa ndi kuchuluka kwa anthu okalamba, kufunikira kwa ogula kuti awonjezere nthawi yathanzi, komanso kupita patsogolo kwaukadaulo waukadaulo, ukuyimira imodzi mwazinthu zazikulu kwambiri zomwe ma VC ndi omwe adayambitsa zaka khumi zino angagulitsidwe.

Ndi magawo ati omwe ali ndi moyo wautali omwe amapereka phindu lamphamvu kwa osunga ndalama?

Magawo ofunika kwambiri akukula kwambiri akuphatikizapo kuwunika molondola, kupezeka kwa mankhwala motsogozedwa ndi AI, mankhwala obwezeretsa, ukadaulo wosamalira akuluakulu, ndi nsanja zodzitetezera. Mwayi woyambirira pakuwunika kwa biomarker ndi ma protocol aumoyo wamunthu akukopa ndalama zambiri zamabizinesi. Oyambitsa omwe amamanga nsanja zowopsa zomwe zimaphatikizira mautali anthawi yayitali amakhala okonzeka kutenga gawo la msika pomwe kutengera kwa ogula kukuchulukirachulukira pa kuchuluka kwa anthu.

Kodi oyambitsa omwe alowa mu danga la moyo wautali amatha bwanji kuyendetsa bwino ntchito?

Oyambitsa moyo wautali amasintha mayendedwe ovuta - kuchokera ku kasamalidwe ka kasitomala ndikulipira zolembetsa mpaka kutsatsa komanso kusanthula. Mapulatifomu monga Mewayz amaphatikiza zofunikirazi kukhala bizinesi imodzi ya OS yokhala ndi ma module 207 kuyambira $19/mo, kuchotsa kufunika kolumikizitsa zida zingapo zosiyana kuti oyambitsa athe kuyang'ana kwambiri zachitukuko ndi kusaka ndalama m'malo mongogwira ntchito mopitilira muyeso.

Kodi chuma cha moyo wautali chikugwirizana ndi oyambitsa sayansi okha?

Ayi. Chuma chokhala ndi moyo wautali chikupitilira kupitilira biotech kukhala thanzi la ogula, ukadaulo wolimbitsa thupi, nsanja zaumoyo wamaganizidwe, sayansi yazakudya, luso la inshuwaransi, ndi ntchito zosamalira akulu. Oyambitsa SaaS, mabizinesi azaumoyo a digito, komanso ma e-commerce omwe amayang'ana anthu omwe ali ndi thanzi labwino amatha kupindula ndi mafundewa. Kuthetsa mavuto aliwonse okhudzana ndi thanzi, kupewa, kapena kukalamba kumapindula ndi msika womwe ukukula.