Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

Sweet Pea, Apple Of My Eye

|Includes:JNJ, MannKind Corporation (MNKD)

That's a hilarious headline, thank you!

(hold for laughter and applause)

Click the "sing with me" link at the bottom before you read this. Is it playing? OK:

I got a question about JNJ's type 2 diabetes drug Invokana being approved yesterday. 3 things:

1) Afrezza works by mimicking a healthy human pancreas, carrying glucose into the cells to be used for energy.

Invokana works by excreting more sugar in the urine (sweet pee, apple of my eye!). This is obviously not optimal, and should be most useful for patients with advanced diabetes - whereas Afrezza is in trials for early-stage on through advanced diabetes.

2) The drug is not a mealtime therapy and is not a competitor to Afrezza.

3) The approval is auspicious for Afrezza's approval.

Sing with me!

Sweet pea
Apple of my eye
Don't know when and I don't know why
You're the only reason I keep on coming home

Sweet pea
What's all this about
Don't get your way all you do is fuss and pout
You're the only reason I keep on coming home

I'm like the rock of Gibralter
I always seem to falter

And the words just get in the way
Oh I know I'm gonna crumble
I'm trying to stay humble
But I never think before I say

Sweet pea
Keeper of my soul
I know sometimes I'm out of control
You're the only reason I keep on coming
You're the only reason I keep on coming yeah
You're the only reason I keep on coming home

Disclosure: I am long MNKD.

Stocks: MNKD, JNJ