Last week brought news that Teva and consumer goods giant P&G will be partnering, combining their over-the-counter pharma businesses outside of North America. In February, Fuji and Samsung made moves in biopharm and biogenerics. P&G has core pharma businesses but is still primarily known as a consumer goods company, fitting the prediction that "nimble manufacturers from outside pharma"....i.e., in electronics, foods, chemicals, consumer goods, automotive, or tobacco? ...might move into the industry and shake things up a bit. Could this be another sign of more radical change in store for pharma? Who might be next? Frito-Lay's (with P&G we already have the soap maker, now all we need is the potato chip manufacturer)AMS
