Thermo Fisher Scientific’s pharmaceutical services division has won multiple multi-year contracts to relocate biologics and small-molecule production from Europe and Asia to U.S. facilities, CEO Marc Casper reported on Tuesday. The agreements collectively represent an estimated $450 million in revenue over the next five years and cover fill-finish, sterile manufacturing and packaging services. Customers cited tighter supply-chain oversight and regulatory alignment with FDA requirements as primary drivers for the reshoring decision. Thermo Fisher plans to expand capacity at its North Carolina and Massachusetts sites by adding 120,000 square feet of clean-room space and hiring up to 300 additional scientists and engineers by year-end to meet growing demand.

In a recently announced collaboration, Thermo Fisher will integrate NVIDIA’s DGX Spark supercomputers and NeMo agentic AI software into its global instrument network to build autonomous laboratory workflows. The initiative aims to streamline experiment scheduling, real-time quality control and data analysis across over 200 research and production labs. By combining Thermal Fisher’s analytical instruments with NVIDIA’s AI models, the companies expect to reduce manual intervention by 60% and shorten experimental cycle times by up to 40%, potentially saving customers tens of millions in R&D costs annually. Development is already underway at Thermo Fisher’s Carlsbad, California facility, with pilot runs scheduled for Q3 and full commercial rollout targeted for early 2027.

Thermo Fisher announced that Chief Operating Officer Michel Lagarde, who has overseen global manufacturing, supply chain and quality operations since 2020, will leave the company in April to pursue another executive role outside the life-sciences industry. During his tenure, Lagarde led the integration of six acquired businesses—including PPD and PPML—and delivered annual cost synergies exceeding $200 million. The board has initiated an internal search for a successor and expects to appoint an interim operations head by mid-February. Marc Casper emphasized that ongoing expansion projects and contract deliveries will continue without disruption under the existing leadership team.