This would jive with a talk I heard at a conference from someone working on a collaboration at GSK with them; although that talk made it sound like there was some machine learning magic that was helping them structure their unstructured data; some of which is currently in the form of non-standardized handwritten logs at manufacturing plants that are just scanned into PDFs before being handed off to Palantir.

On a side note, the code name mentioned in the talk I saw for the project at GSK was definitely not Ribo (as stated in the article). I don't know if this is a case of GSK having a different internal code name than Palantir's internal code name, but GSK's code name was also based on Tolkien.