Sự bùng phát của dịch Covid-19 đã và đang tác động nhiều đến xu hướng của nền kinh tế. Trong đó, đầu tư khởi nghiệp cũng được đánh giá sẽ có xu hướng thay đổi đáng kể, khi nhóm các startup công nghệ y tế có cơ hội bùng nổ hoặc “lên như diều gặp gió”.
Một báo cáo của OECD chỉ ra rằng mức độ chi tiêu của người dân khu vực Đông Nam Á cho lĩnh vực chăm sóc sức khỏe đã tăng đáng kể trong những năm gần đây. Đồng thời dự báo, 5 quốc gia thành viên đầu tiên của ASEAN bao gồm Việt Nam, Philippines, Singapore, Thái Lan và Indonesia có tổng chi tiêu đạt 750 tỷ USD trong vòng 5 năm tới, trong đó, chi tiêu cho công nghệ y tế sẽ vượt mốc 113 tỷ USD vào năm 2020.
Cuộc chơi của những người “đương nhiệm”
Tuy nhiên, sự bùng phát của dịch Covid-19 đã thúc đẩy ngành y tế phát triển nhanh hơn dự kiến. Theo đó, các startup vốn theo hướng này từ trước cũng được đánh giá có tiềm năng và cơ hội hơn trước.
Điều đó đã khiến các nhà phân tích kinh tế đưa ra nhận định, năm 2020 sẽ là cuộc chơi của những người “đương nhiệm”, hàng loạt startup trong mảng công nghệ y tế thành lập giai đoạn trước đến nay có thể tự tin với khả năng tài chính, hoặc có thể liên doanh với những gã khổng lồ công nghệ để phát triển.
Một thực tế chỉ ra rằng, các starup y tế, chăm sóc sức khỏe đang ngày càng chứng tỏ khả năng phát triển của mình khi thu hút đầu tư ngày một lớn.
Đơn cử như, Waterdrop – starup công nghệ y tế được ra mắt vào năm 2017 tại Trung Quốc, đang có tốc độ phát triển vượt trội khi hoạt động theo hình thức hỗ trợ lẫn nhau và rủi ro gộp. Nghe có vẻ giống như một hình thức bảo hiểm, nhưng về mặt kỹ thuật tại Trung Quốc thì không phải.
Cụ thể, khi một thành viên trong nhóm bị ốm, Waterdrop trích một số tiền thống nhất từ tài khoản của các thành viên và gộp lại thành một khoản bồi hoàn duy nhất cho các chi phí điều trị đã được xác minh. Theo quy định của cơ quan Quản lý Bảo hiểm Trung Quốc, việc hỗ trợ lẫn nhau như thế không phải là bảo hiểm.
Các thành viên Waterdrop chỉ có thể bắt đầu nộp đơn yêu cầu bảo hiểm sau khi tham gia vào dịch vụ này được sáu tháng và các khoản thanh toán được giới hạn ở mức 300.000 nhân dân tệ (khoảng 42.500 USD). Bất chấp những hạn chế này, Waterdrop vẫn thu về 80 triệu thành viên chỉ ba năm sau khi ra mắt.
Không chỉ riêng tại Trung Quốc, Đông Nam Á cũng có sự góp mặt của nhiều startup công nghệ y tế như mClinica, Healint, ConneXionsAsia, Alodokter… và hiện tại, còn “nhem nhóm” nhiều starup mới.
Mảnh đất màu mỡ
Liên hệ Việt Nam, các chuyên gia đánh giá, những năm gần đây, startup ngành y tế nước ta tuy phát triển nhiều nhưng tồn tại đến thời điểm này thì rất ít.
Nguyên nhân dẫn đến điều này được cho là các startup đã trải qua nhiều khó khăn như: Thiếu kiến thức chuyên môn, không thể chủ động được chất lượng dịch vụ và giữ chân người dùng…
Ngoài ra, thói quen của người dùng là cũng là một trong những điều đáng lo ngại, bởi người dân Việt Nam chưa có sự chủ động trong việc quan tâm đến sức khỏe bản thân định kỳ cũng như chỉ đến bệnh viện trực tiếp khi có vấn đề về sức khỏe.
Vì vậy, đến nay chỉ còn lại một vài startup lĩnh vực y tế như: MedProve Inc là nhà cung cấp giải pháp Quản lý Dữ liệu Lâm sàng, ViCare –Nền tảng tra cứu thông tin y tế, kết nối người dùng với các dịch vụ y tế, MediThank – Ứng dụng lưu trữ dữ liệu y khoa, tối ưu hóa công nghệ chăm sóc sức khỏe…
Trước đó, các chuyên gia đã đưa ra dự báo về chi tiêu y tế tại Việt Nam sẽ đạt giá trị 22,7 tỷ USD vào năm 2021, điều này đã mở ra cơ hội cho các startup trong ngành. Tuy nhiên, con số startup trong lĩnh vực này tại Việt Nam còn rất khiêm tốn, chỉ dưới 2% trong tổng số hơn 4.000 startup công nghệ y tế tại châu Á.
Nhận định về vấn đề trên, bà Đoàn Kiều My, CEO YellowBlocks (startup cầu nối đầu tiên về công nghệ mới nổi cho Việt Nam) cho biết, để thành lập một startup về công nghệ y tế cần một số vốn rất lớn, cũng như thời gian hoàn thành rất dài. Do vậy, những startup trong ngành này tại Việt Nam còn rất khiêm tốn.
Cũng theo bà My, dịch Covid-19 đang ảnh hưởng đến kinh tế thế giới nói chung và Việt Nam nói riêng, tuy nhiên, nó sẽ không ảnh hưởng đến các startup, đặc biệt là việc các startup công nghệ y tế bùng nổ tại nước ta. Nhưng theo bà, lĩnh vực này vẫn sẽ có nhiều tiềm năng phát triển mạnh và được các nhà đầu tư quan tâm trong tương lai.
Cùng ý kiến, ông Trần Quốc Dũng, chuyên gia khởi nghiệp thị trường Nhật Bản cho rằng, thiết bị, công nghệ y tế sẽ là lĩnh vực phát triển mạnh tại Việt Nam trong hiện tại và vài năm tới.
Theo ông, các lĩnh vực như: Ứng dụng IoT giám sát chỉ số sức khỏe, xây dựng hệ thống Telemedicine giảm gánh nặng cơ sở y tế tuyến trên và các hệ thống nâng cao hiệu quả sử dụng dịch vụ y tế như: Tìm kiếm thông tin, đăng ký dịch vụ, kết nối dữ liệu, kết nối bác sĩ, dược sĩ, chăm sóc sau khi sử dụng dịch vụ… sẽ là mảnh đất màu mỡ cho những người có dự định khởi nghiệp trong lĩnh vực này.
Khánh Hồng
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