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Biophys J, November 2002, p. 2652-2666, Vol. 83, No. 5
and
*Department of Bioscience and Biotechnology, Drexel University,
Philadelphia, Pennsylvania 19104 USA; and
Elan
Corporation, 1 Research Way, Princeton, New Jersey 08540 USA
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ABSTRACT |
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The data for the pH dependence of lipid mixing between
influenza virus (A/PR/8/34 strain) and fluorescently labeled liposomes containing gangliosides has been analyzed using a comprehensive mass
action kinetic model for hemaglutinin (HA)-mediated fusion. Quantitative results obtained about the architecture of HA-mediated membrane fusion site from this analysis are in agreement with the
previously reported results from analyses of data for HA-expressing cells fusing with various target membranes. Of the eight or more HAs
forming a fusogenic aggregate, only two have to undergo the "essential" conformational change needed to initiate fusion. The mass action kinetic model has been extended to allow the analysis of
the pKa for HA activation and pKi for HA inactivation. Inactivation and
activation of HA following protonation were investigated for various
experimental systems involving different strains of HA (A/PR/8/34,
X:31, A/Japan). We find that the pKa for the final protonation site on
each monomer of the trimer molecule is 5.6 to 5.7, irrespective of the
strain. We also find that the pKi for the PR/8 strain is 4.8 to 4.9. The inactivation rate constants for HA, measured from experiments done
with PR/8 virions fusing with liposomes and X:31 HA-expressing cells
fusing with red blood cells, were both found to be of the order of
10
4 s
1. This number appears to be the
minimal rate for HA's essential conformational change at low HA
surface density. At high HA surface densities, we find evidence for
cooperativity in the conformational change, as suggested by other studies.
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INTRODUCTION |
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Elucidation of influenza HA-mediated membrane
fusion site architecture has been the focus of intense research since
it was the first fusion protein whose crystal structure was solved
(Wilson et al., 1981
; Bullough et al., 1994
) and its structure is
related to other fusion proteins (Skehel and Wiley, 1998
). Furthermore, it is the only membrane fusion system for which there is quantitative data that can be used to deduce how many fusion proteins are required at the fusion site (Bentz et al., 1990
; Ellens et al., 1990
; Melikyan et al., 1995
; Danieli et al., 1996
; Blumenthal et al., 1996
; Bentz, 2000a
; Mittal and Bentz, 2001
). Thus, the architecture of its fusion
site is being elucidated.
Recently, Bentz (2000a)
began development of a comprehensive
mass-action model for HA-mediated fusion to analyze the first fusion
pore kinetics measured by Melikyan et al. (1995)
. The model was
extended in Mittal and Bentz (2001)
to extract consensus parameters for
the data of Melikyan et al. (1995)
, Danieli et al. (1996)
, and
Blumenthal et al. (1996)
for HA-expressing cells fusing with various
target membranes. The model includes a rigorous distinction between the
minimum number of HA trimers aggregated at the nascent fusion site and
how many of those trimers that must undergo a slow essential
conformational change before the first conductivity can be measured
across the fusing systems. This distinction allowed us to show that HAs
bound to sialates on glycophorin could be members of the fusogenic
aggregate but not undergo the essential conformational change needed to
form the first fusion pore (Mittal and Bentz, 2001
).
Assuming a nucleation model for HA aggregation, it was found that at
least eight HAs must aggregate to form the fusogenic aggregate that
results in initiating membrane fusion. This nucleation model is
unlikely to accurately describe the true distribution of HA aggregates
over the cell population, but it yields the minimum estimate for the
number of HAs required to form the fusogenic aggregate. In other words,
more realistic distributions would require that there are more than
eight HAs in a fusogenic aggregate (Bentz, 2000a
). Thus, the minimal
aggregate size is
= 8, and of these, only two need to undergo
the slow essential conformational change required to initiate fusion.
However, it remained to be shown the extent to which the results for
HA-expressing cells were applicable to the virus fusing with target
membranes. Further, the HA surface density on virions is reasonably
constant (Ruigrok et al., 1984
, 1985
), so the noise associated with
surface density heterogeneity in the data is negligible, as compared
with the data of HA-expressing cells fusing with target membranes.
Although the surface density of HA on virions cannot be reduced without
causing surface density heterogeneity, we can homogeneously reduce the
surface density of "active" HA by raising the pH. This approach was
used by Doms et al. (1985)
and Blumenthal (1988)
to estimate the
number of HAs required for fusion. Here we analyzed the kinetic data of
the influenza virus fusing with the ganglioside GD1a containing
liposomes from Shangguan (1995)
and Shangguan et al. (1996
, 1998
). We
find that the approach can estimate the number of fusogenic aggregates
in the area of contact with the target membrane.
The mass-action model used in Mittal and Bentz (2001)
has been extended
here to include activation and inactivation kinetics following
protonation of HA. We have analyzed the inactivation data for the
A/PR/8/34 strain of HA in virions (Shangguan et al., 1998
), the X:31
strain of HA expressed in cells (Leikina et al., 2000
), and the
pH-dependent activation data for Japan strain expressed in cells
(Mittal et al., 2002
).
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KINETIC MODEL |
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The mass action kinetic model shown in Fig.
1 extends the previously published
versions (Bentz, 2000a
; Mittal and Bentz, 2001
) by the addition of
explicit protonation reactions to HA in step 1 of Fig. 1. It is well
known that both PR8 and X31 strains of the influenza virus show
inactivation of fusion capacity when the pH is low enough (Nir et al.,
1990
; Duzgunes et al., 1992
; Körte et al., 1997
, 1999
), and
recently Markovic et al. (2001)
have shown that Japan strain of HA can
inactivate at high HA surface densities. The mechanism of this
inactivation is not known, but to obtain reliable rate constants for
fusion for these HAs, we must take this inactivation into account. The
data of Korte et al. (1997
, 1999
) suggest that in addition to the
protonation required for activation of HA, the protonation of a second
site is required to allow HA inactivation of the PR8 and X31 strains.
Obviously, there might be more than a single site on each HA monomer
that must be protonated to initiate the conformational changes leading to fusion, just as more than one site might need to be protonated to
initiate those conformational changes leading to HA inactivation. Here,
we consider only the sites with the smallest pKs, i.e., the last sites
to be protonated as the pH is lowered. Because HA is a homotrimer, we
do assume three identical and independent protonation sites per HA,
regardless of function. These protonation reactions are assumed to
occur instantaneously, relative to the protein conformational changes,
and remain at equilibrium throughout the fusion process. Both of these
assumptions are reasonable. The equations governing these equilibrium
reactions are shown in Appendix A.
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We start with native HA at neutral pH (Fig. 1), denoted HAna, which is first protonated to the fusion active form with the fusion peptide exposed, denoted HAfp. If the pH is low enough, HA is protonated further to an inactivatible form, denoted HAfi. Whether inactivatible HA does in fact inactivate will depend upon the pathway it follows, i.e., the relative rate constants. Both HAfp and HAfi can move to the next stage, wherein the fusion peptide is embedded into the proper membrane to initiate fusion, denoted HAem. Whether that membrane is the viral membrane or the target membrane has been widely discussed, but is not germane to this analysis.
Inactivation is any conformational modification of HA after protonation
that renders it nonfusogenic, denoted by HAin. Therefore, in step 1 of Fig. 1, we assume that both species HAfp and
HAfi can inactivate at different rates. Although not
necessary for our kinetic analysis, it seems simplest to consider
inactivation to be the fate of an HA, which undergoes the essential
conformational change, either in absence of target membrane or in
presence of a target membrane when that HA is not a member of a
fusogenic aggregate (Bentz, 2000b
; Bentz and Mittal, 2000
). This latter designation would also include the case of having fusion inhibitors that do not interfere with HA conformational changes (e.g.,
lysophosphatidylcholine (LPC); Leikina et al., 2001
). In this
case, we would expect the rate of inactivation being measured, i.e.,
kfi, should be similar to the rate of the
essential conformational change, kf, shown in
step 3 of Fig. 1. We shall see that this is the case when HA surface
density is low, while at higher surface densities,
kf shows some cooperativity. Whether the
essential conformational change is the formation of the extended coiled
coil, or the helix turn transition near the transmembrane (TM) domain
of HA, or the interaction between the N cap region and the C-terminal
residues adjacent to the TM domain, or yet some other change, has been widely discussed but is not germane to this analysis.
Since the subsequent steps of the mass action model shown in Fig. 1
have been discussed previously (Bentz, 2000a
; Mittal and Bentz, 2001
),
we will describe them briefly here. In step 2 of Fig. 1, nucleation
aggregation is assumed to occur rapidly, supported by the analysis in
Bentz (2000a)
and remain at equilibrium. The nucleation mechanism was
assumed solely because it would predict the minimum number of HAs
needed to form a fusion site. This minimal aggregate size is called a
fusogenic aggregate, which has been fitted as
= 8 (Bentz,
2000a
). This step will be very important in the analysis of
inactivation kinetics, as described below. Other, more realistic
distributions would yield larger numbers for the minimal aggregate size
(Bentz, 2000a
).
In step 3 of Fig. 1, the HAs within the fusogenic aggregate
independently and identically undergo the essential conformational change. Once q of them have done so, in which q
is the fitted parameter called the minimal fusion unit, then the
fusogenic aggregate can form the first fusion pore (FP), as shown in
step 4. Note that while q
, it is otherwise
independent of
(Bentz, 2000a
). The first fusion pore is measured by
conductivity (Melikyan et al., 1995
) or transmembrane electrostatic
potential changes (Blumenthal et al., 1996
). This transforms to a lipid
channel (LC), monitored by the spread of fluorescent lipids (Shangguan
et al., 1996
, 1998
; Danieli et al., 1996
; Blumenthal et al., 1996
;
Chernomordik et al., 1997
, 1998
; Armstrong et al., 2000
; Mittal et al.,
2002
). Finally, the fusion site (FS) can be formed, as monitored by
aqueous contents mixing of fluorescent molecules (Blumenthal et al.,
1996
; Leikina et al., 2001
; Mittal et al., 2002
), provided there is not
too much leakage of contents (Shangguan et al., 1996
;
Gunther-Aüsborn et al., 2000
).
Because this kinetic model has many reactions, each of which is
necessary to adequately represent the fusion process, it is helpful to
see how the important species in the model behave over time. Fig.
2 shows a theoretical simulation for
lipid mixing (LC formation in the mass action model in Fig. 1, all
steps) using cells constants for the HAb2 cells fusing with RBCs and
typical rate constants, based on our previous work (see figure legend). The arrows show time points for start and end of the lipid mixing respectively. Fig. 3 shows (on a
logarithmic scale, since rate constants vary widely in magnitude) the
number of activated/embedded HAs, HAem, and number of
fusogenic aggregates, N
, in the area of
apposition during the simulation time of Fig. 2.
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Fig. 3 shows that the number of activated, embedded HAs reaches a
steady state in a few seconds, and the number of fusogenic aggregates
reaches a steady-state value soon thereafter. The lipid mixing is
observed during the steady-state regime of the number of fusogenic
aggregates, as shown by the arrows that correspond to the same time
points as those in Fig. 2. The lipid mixing starts well after the onset
of the steady-state phase of N
, and this
explains why the dependence of initial rates or lag times on HA surface
density cannot predict how many HAs compose the fusogenic aggregate
(Bentz, 1992
; Mittal and Bentz, 2001
). The fact that
N
is at steady-state value during the entire
lipid mixing phase greatly simplifies the application of the model to the data, as will be explained in Materials and Methods.
To understand activation/inactivation of different strains of HA,
Markovic et al. (2001)
used an experimental protocol in which two low
pH pulses were used. A low pH activation pulse was followed by
reneutralization and binding of RBCs to HA-expressing cells for 15 min.
At this stage, a second low pH pulse was required to start fusion. The
kinetic model described here simply assumes that each HA, once
protonated, is irreversibly committed to fusion or inactivation (see
Eq. 3 below). The data being fit either have continuous low pH
(Shangguan, 1995
), did not require a second low pH application (Leikina
et al., 2000
), or all protonated HA continue to inactivate at neutral
pH, during target membrane binding (Shangguan et al., 1998
). For a
system or protocol that requires a second pulse, that step could be
added to the model.
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MATERIALS AND METHODS |
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Virus-liposome fusion experiments
All of the data were recalibrated from original data as
described below. Shangguan (1995)
and Shangguan et al. (1998)
grew influenza A/PR/8/34 (H1N1) virions in fertilized chicken eggs. The
virions purified had normal infectivity. These virions were fused with
NBD/Rh or CPT/DABS labeled DOPC/GD1a (90:10) LUVs having a diameter of
0.1 µm, approximately the same size as the virus. Stoichiometry of
the fusion system was calibrated to be approximately one virion per
liposome. The virus and liposomes were preincubated at 4°C for 30 min
at neutral pH before the fusion reaction to start from prebound
virion-liposome complexes (Shangguan et al., 1996
). A small aliquot of
the prebound virus-liposomes was transferred to a preequlibrated,
thermostatted cuvette at 37°C to yield 10 µM viral phospholipid and
10 µM liposomal lipid. Lipid mixing was initiated by injecting
concentrated acetic acid to the desired pH and measured by increase in
fluorescence due to dilution of the probes into the viral envelope,
assayed on PTI Alphascan fluorometer (South Brunswick, NJ). Lipid
mixing from the prebound virion-liposome aggregates was first order,
and no dissociation occurred within the time scale of the experiment
(Shangguan et al., 1996
).
Data calibration for the virus fusing with liposomes
Lipid mixing assay results were expressed originally in
Shangguan (1995)
and Shangguan et al. (1998)
, in terms of fluorescence dequenching, using a standard normalization,
|
(1) |
) in Eq. 1, which is the maximum
possible probe redistribution due lipid mixing only, i.e., not due to
detergent lysis. F(
) is the plateau value of lipid mixing
fluorescence and was found as described previously (Mittal and Bentz,
2001
|
(2) |
exp[
{LC(t)}], is the fraction of virions with
one or more lipid mixing sites. This transformation of fluorescence
dequenching intensity to equivalent cumulative waiting time
distribution was derived in Mittal and Bentz (2001)Algorithm for multiparameter fitting
Direct fits using the entire mass action model shown in Fig. 1
were too expensive computationally. Given that the absolute number of
fusogenic aggregates, N
, is constant (at
steady state) during the period of lipid mixing (shown in Figs. 2 and 3), it is reasonable to fit N
at its
steady-state value, together with the fusion rate constants. Then we
can fit the "protonation" parameters (step 1 in Fig. 1) to achieve
this value of N
.
Furthermore, we have found that comprehensive kinetic analyses of
HA-expressing cells (with varying surface densities of HA) fusing with
planar bilayers and erythrocytes with steps 2, 3, and 4 of Fig. 1
provide an extremely robust measurement of the relative number of
fusogenic aggregates for different HA cell lines (Bentz, 2000a
; Mittal
and Bentz, 2001
). Therefore, we compartmentalized the fitting problem
into two steps.
First, the kinetic curves for lipid mixing measurements (i.e., LC
formation in step 4) were fit to steps 3 and 4 of Fig. 1 to give us
reliable estimates for the steady-state number of fusogenic aggregates,
N
, as a function of pH, along with the rate constants kf, kp, and
k1. Note that from step 4 in Fig. 1,
N
=
X
,0 is the
steady-state number of fusogenic aggregates in the area of contact,
, of the fusing membranes. Because we have found that
8 and that the fits are fairly insensitive to larger values of
(Bentz, 2000a
; Mittal and Bentz, 2001
), we have set
= 8 for
the fittings done here.
Second, we exhaustively fitted the relative numbers of fusogenic aggregates we obtained as a function of pH, using steps 1 and 2, to obtain protonation and/or inactivation parameters, pKa, pKi, kem, and kin, depending on the experimental set up.
Screening for "best fits" from exhaustive fitting of the virus-liposome fusion
Numerical integrations for the mass action kinetic model were
done as in Bentz (2000a)
using MATLAB (The Math Works) subroutine ODE23s. Curve fitting was done using the fitting routine fminsearch, by
minimizing the total root mean squared error (rmse) between all the
numerically integrated values and the actual data values at each time
point. A minimum rmse value for each data set was obtained, and "best
fits" were defined as all sets of parameters that were visually
indistinguishable from that of the minimum rmse fit. All data-fitting
was exhaustive, i.e., the widest possible ranges of initial estimates
for the parameters being fitted were tested to assure that all best
fits were found.
For the lipid mixing data between virus and liposomes at different pH values (shown in Fig. 4), we attempted to fit all the seven curves simultaneously, however, this proved extremely expensive computationally. Hence, we devised a three-step process to fit the data.
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First, the data at pH 4.84 and 4.9 were fitted jointly over all
relevant parameters and rate constants, and a best-fit cutoff value of
rmse = 1.60 × 10
2 was chosen, with an
absolute minimum rmse of 9.52 × 10
3. This yielded
the best-fit kinetic constants (i.e., q,
kf, kp, k1) and the number of fusogenic aggregates
N
(pH 4.9) and N
(pH 4.84). Because these two curves were central, the model was given
maximum freedom to extract the differences between these curves.
Second, for each of these best fit parameter sets, data for each of the
other pH values were fitted solely for the number of fusogenic
aggregates, N
(pH), in the area of contact. This was reasonable because the number of fusogenic aggregates was at
steady state during the lipid mixing time domain as described above.
The combined best-fit rmse value, calculated by adding all individual
rmse values obtained from each individual fitting, was found to be = 9.88 × 10
2, with an absolute minimum rmse = 7.23 × 10
2. The third step was to exclude those
fits for which N
(pH 5.01) < 1, i.e., only those fits were included for which at least one fusogenic
aggregate was found at the highest pH tested, which provided lowest
number of possible activated HAs and hence the lowest number of
available fusogenic aggregates.
It is important to mention here that the screening of best-fits would be unaffected by the choice of fitting the data at any two particular pH values in the first step. Our second step ensures that we screen the best-fits based on the data of all the pH values. Starting from data at any other pH values in the first step would yield the same results after the third step, with much more computational cost, since resolving the separation between the two central curves is critical.
X31 HA expressing cells
RBC fusion experiments
We used data from Leikina et al. (2000)
here to further study
inactivation kinetics of HA. They used HA300a cells, which are CHO-K1
cells expressing the X:31 strain of influenza HA, fusing with PKH26
labeled RBCs. HA cells with bound RBCs at room temperature were treated
with a 5-min pulse of pH 4.9 in the presence of 230 µM lauroyl
lysophosphatidylcholine, LPC. The low pH medium was then replaced with
LPC-containing phosphate-buffered saline (PBS) at neutral pH either
without or with 0.5 unit/mL neuraminidase, respectively. After 5 min,
the medium was replaced again by LPC-containing neuraminidase-free PBS.
After different time intervals, LPC was removed by washing cells with
LPC-free PBS, and lipid mixing was measured as PKH26 redistribution
from RBC to HA cells (see Experimental Methods in Leikina et al.,
2000
).
Japan HA expressing cells
RBC fusion experiments
Mittal et al. (2002)
used HAb2 cells expressing HA of Japan
strain (A/Japan/305/57) fusing with R18 labeled RBCs at room
temperature (20-22°C). Expressed HA0 at the cell surface was cleaved
into its fusion-competent HA1-S-S-HA2 form with 10 µg/mL trypsin for 15 min at room temperature. The reaction was terminated by washing cells twice with the complete medium. Cells were washed twice by PBS
and then incubated for 15 min with a 1-mL suspension of RBCs or RBC
ghosts (0.05% hematocrit). The unbound RBCs were removed by three
washings with PBS. HA-expressing cells with bound RBCs (~0-2
erythrocytes per cell) were then used for experiments. Fusion of HAb2
cells with RBCs labeled by membrane dye R18 was triggered by
application of the low pH medium (PBS titrated by citrate to acidic pH
supplemented with 1 mM n-propyl gallate), and assayed with
fluorescence microscopy to find out the onset of dye redistribution for
individual RBC-HA expressing cell pairs. Results are expressed as a
cumulative distribution for fraction of cells showing lipid mixing at a
given time.
Fitting inactivation kinetics for the PR8 and X31 strains of HA
Inactivation kinetics data are in form of the extent of lipid
mixing after a preincubation time, tin, in which
HA can undergo conformational changes (e.g., low pH), but fusion is
blocked. In Shangguan et al. (1998)
, fusion was blocked since there was no target membrane during the preincubation. In Leikina et al. (2000)
RBCs were bound to cells, but fusion was blocked by LPC in the medium.
They used the same low pH (4.9) for 5 min with LPC containing medium in
these experiments, and assayed fusion after removing LPC at different
time points, at neutral pH. Therefore, after the 5 min of preincubation
in presence of LPC, the system has the same amount of HAem
to begin with for subsequent inactivation/fusion reactions.
For applying the kinetic model to these experiments, we focused on just
the inactivation kinetics of the process and used the simplification of
two irreversible paths:
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|
(3) |
< 1
due to inactivation, there will be no subsequent fusion. The
simplification of the mass action reactions in Fig. 1 shown by Eq. 3
are derived in Appendix B.
For fitting the inactivation kinetics data, the approach was similar to
the second step of multiparameter fitting explained above. Given the
extents of lipid mixing after individual preincubation times, we
calculated the number of fusogenic aggregates,
N
, by fixing the other fusion parameters
(
, q, kf, kp,
k1) at consensus values obtained from the
multiparameter exhaustive analyses of each experimental system (Mittal
and Bentz, 2001
). Therefore, we obtained the
N
that would give a particular extent of lipid mixing. Lower extents result from smaller
N
values. Lower N
values are a result of HAem inactivating via the kfi pathway, Eq. 3. Thus, the decrease in
N
values resulting from inactivation was
fitted for kfi using the nucleation reaction (step 2, Fig. 1). This fitting was done by normalizing the
N
value for each extent of lipid mixing with
the N
value of the control experiment for
each system (e.g., no preincubation at low pH was the control
experiment for Shangguan et al., 1998
). With this protocol, the actual
values of HAem (to begin with after instantaneous
protonation) and Knuc were not required. Moreover, the
ratio of fusogenic aggregates is a very robust parameter (Bentz, 2000a
;
Mittal and Bentz, 2001
) and is not affected much by absolute values of
fusion rate constants (kf,
kp, k1).
Virus and cell constants
For all calculations, 500 HA were assumed per virion and
diameter of the virus was taken as 0.1 µm (Shangguan et al., 1998
). Virus-liposome contact area was taken as 1/12th of the total surface area of the virus (we note that values of 1/10th, 1/8th, 1/6th, and
1/4th were also tested, but did not significantly affect the final
outcomes of the calculations). Wherever applicable, the surface
densities of HA on the HAb2 cells was taken as 2.56 × 103 HA/µm2 (Ellens et al., 1990
; Danieli et
al., 1996
). Total area of HA-expressing cells was taken as 2500 µm2 (Ellens et al., 1990
). Area of contact between a
single RBC and HA-expressing cell was taken as 38 µm2
(Danieli et al., 1996
). We used 10
2
(molecules/µm2)
1 as the value for
HA-glycophorin binding constant and assumed 8000 glycophorins per
µm2 on a RBC (Leikina et al., 2000
; Mittal and Bentz,
2001
).
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RESULTS |
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The open symbols in Fig. 4 show fluorescence dequenching due to
lipid mixing for influenza virus (A/PR/8/34) fusing with GD1a liposomes
at indicated pH values. The solid lines show a best-fit to these data
using Eq. 2, and all sets of best fit kinetic parameters gave visually
indistinguishable curves. Over 6000 widely separated initial conditions
were provided for fitting these data, i.e., the fitting was exhaustive.
For all fittings, the only parameter that was fixed was
= 8 as
explained in Materials and Methods. We note that higher values of
do not make a significant difference (e.g.,
= 12) as tested by
us previously (Bentz, 2000a
; Mittal and Bentz, 2001
).
Table 1 summarizes the fitted parameters
for the data. Whereas other values of the minimal fusion unit,
q, could fit the data shown in Fig. 4, only q = 1 or 2 could best fit the data. Because there are many data sets
here, it is difficult to clearly show a comparison between best-fit
curves and minimum obtainable root mean squared values for other values
of q, as was done in Fig. 3 of Bentz (2000a)
for only two
curves. Fig. 5 shows the difference in
the experimental data (as per Eq. 1 with F(det) replaced by
F(
); see Materials and Methods) and the theoretically fitted values of relative fluorescence calculated (as per Eq. 2). Solid
line represents the difference for q = 2 at pH 4.9, corresponding to the best-fits. This difference curve looks the same
for the best fit with q = 1. The root mean squared
error corresponding to this difference was
1.6 × 10
2. Dashed line shows the difference between the data
and the theoretical values for the minimum value of root mean squared
error obtained with q = 3 with the root mean squared
error corresponding to this difference being
2.0 × 10
2. The deviation between the fitted values and the data
is clearly worse for the dashed line as compared with the solid line.
This deviation looks similar to or worse than the dashed line for other values of 2 < q
. The difference plots at
all the other pH values show the same results as shown by Fig. 5.
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It is worth noting that fitting all the data in Fig. 4 simultaneously
and selecting the best-fit parameter sets yielded only two convergent
solutions for parameters, as opposed to ranges for parameters found in
our previous work (Bentz, 2000a
; Mittal and Bentz, 2001
). This is due
to the fact that the number of curves being screened simultaneously in
our analysis was large. Bentz (2000a)
fitted two curves (HAb2 and GP4f
cell lines) and found robust estimates of the kinetic parameters in
reasonably tight ranges. Mittal and Bentz (2001)
fitted three curves
(HAb2, GP4f, and GP4/6 cell lines) and found tighter ranges. Here, we
fitted seven curves, and the best-fit values obtained for the kinetic parameters were narrowed down to just two converging solutions.
A major point of our analyses is the assumption that all the fusion
data sets analyzed are reasonable, which implies that the subset of
parameters that best fit all the different data sets are the most
reliable. This subset is defined as consensus best fits from all the
data. This implies that the consensus value for the minimal fusion unit
is q = 2 (Bentz, 2000a
; Mittal and Bentz, 2001
). For
the rate constants, we find strain dependent differences, which is not surprising.
For virions fusing with liposomes, the estimated value of
kf, the rate constant for the HA essential
conformational change, is 3 s
1 when q = 2, which is faster than what we had found previously with Japan HA
expressing cells fusing with target membranes. Whereas the strain
difference may explain a part of this difference, it is consistent with
our previous observation that increasing HA surface density seems to
give a faster kf value (see Table 1 here and
Tables 1 and 2 in Mittal and Bentz (2001)
). This is an indication of
true "cooperativity" during HA mediated fusion, which we will
discuss further below.
The estimated ranges for average rate constants for the first fusion pore formation (kp) and the lipid channel (k1) formation during virus-liposome fusion are 10 times faster than what we obtained previously for HA expressing cells fusing with various target membranes. There is clearly a difference between PR8 virions and Japan-HA expressing cells fusing with different target membranes.
"pK" for activation and inactivation of HA from influenza A/PR/8/34 virus
It is obvious from the data in Fig. 4 that viral inactivation
occurs at the lower pH values. In Fig. 6,
we plot the absolute values for N
that were
obtained from the first step of the multiparameter fitting algorithm as
a function of pH, as shown by solid circles. From these values of
fitted N
, we can estimate the pKa for HA
activation and pKi for HA inactivation using a Henderson-Hasselbach
equation for a trimer of sites, as shown in Appendix 1. The pH
dependency of fusogenic aggregates was exhaustively fitted with the
inactivation mass-action shown in step 1 of Fig. 1 using Eqs. A.10,
B.1, and B.2. All best fit solutions were visually similar to the one
shown in Fig. 4 and gave pKa for HA activation as 5.62 ± 0.01 and
pKi of HA inactivatibility as 4.87 ± 0.02 (n > 50). These appear to be conclusive fits.
|
The rate constants obtained were kem = 0.1 s
1 and kin = 1 s
1. These values for rate constants are in accord with
Bentz (2000a)
, where it was explicitly shown that fusion is not rate
limited by HA aggregation. The calculated Knuc
values were within a very narrow range of 2 to 5 × 10
11 (molecules/µm2)
7. Here
the most important parameters that we were able to find were the pKa
and pKi for HA of the influenza PR/8 virus. According to Eq. A.10, with
pKi = 4.8 only 16% of the HAs are inactivatible at pH 4.72. These
pK values reflect the requirement that all the three sites on the HA
trimer must be protonated for it to be activated or inactivatible,
which requires a lower pH than for just protonating a monomer.
Inactivation kinetics of influenza A/PR/8/34 virus
Symbols in Fig. 7 A show
the data from Shangguan et al. (1998)
for preincubation of the virus
alone at pH 4.9 for the indicated times (tin)
before addition of ganglioside (10 mol%) containing liposomes. Solid
lines show fits to the data using steps 3 and 4 of Fig. 1, fitted only
for the number of fusogenic aggregates for each data set. Other fusion
parameters (q, kf,
kp, k1) were fixed from Table 1
as our aim was to find out the number of fusogenic aggregates that
could possibly give the extent of lipid mixing. Morphological
observations (cryo-EM) of the virus after 30 min of incubation at pH
4.9 showed substantial morphological changes in the virus in Shangguan
et al. (1998)
, which may explain why the initial fit to that data is
not very good for the curve with tin = 30 min. However, as stated above, we can model the number of fusogenic
aggregates that could possibly give the extent of lipid mixing reached
for that particular curve (i.e., for tin = 30 min), so for our purposes here, fitting the final part of the curve
was most important.
|
Because we deal with ratios of fusogenic aggregates for our
calculations (see Materials and Methods), actual values of
HAem at the start of fusion measurements are not required.
Using Eq. B.4 in Eq. B.2 allows us to fit for
kfi as shown in Fig. 7 B, where solid
circles represent the measured ratios of fusogenic aggregates, and the
smooth curve shows the fit, giving us kfi = 1.8 × 10
4 s
1.
Inactivation kinetics of X:31 strain of influenza HA
Leikina et al. (2000)
measured extents of fusion after arresting
fusion, between HA300a cells (expressing X:31 strain of HA) and
PKH26-labeled RBCs, with LPC for different times. The idea was to
investigate inactivation kinetics of HA by allowing HA to undergo
whatever conformational changes during (and after) application of low
pH (4.9) for 5 min and not allowing fusion to proceed by addition of
LPC during the pH 4.9 application. After 5 min of preincubation with
the HA in an activated or inactivatible form, LPC in neutral medium
prevented any fusion for various times. Once LPC is removed, only the
remaining activated HA can mediate fusion. Further, the experiments
were done with and without addition of neuraminidase, to investigate
the possible role of HA bound to sialates on glycophorins.
We were able to apply our Eqs. B.2 to B.4 for their experimental system
also. First, we calculated the number of fusogenic aggregates required
to give the extents shown in figure 2 of Leikina et al. (2000)
. This
was done by fixing the fusion parameters (q,
kf, kp,
k1) to the values for HA expressing cells fusing with
erythrocytes shown in Table 1. The solid symbols in Fig.
8 show the ratio of the number of
fusogenic aggregates corresponding to the extents measured by Leikina
et al. (2000)
relative to the control. The application of Eq. B.2 to
data shown in Fig. 8 was straightforward. When LPC is present in the
medium, HAem will not contribute to fusion and will
inactivate via kfi pathway to give
HAin. This way, we fit the solid symbols in Fig. 8 for
kfi using Eqs. B.2 and B.4. However, before
doing this, we had to consider that HA bound to glycophorin cannot
undergo the essential conformational change for fusion (Leikina et al.,
2000
; Mittal and Bentz, 2001
). Therefore, we needed to actually apply
the fact that the species HAem capable of conformational
changes for either fusion or inactivation in our model was coming only
from the free HA in the area of contact. In Appendix B, we have shown
the equations required to calculate this effect of this HA-glycophorin
binding (Eqs. B.5-B.7). Note that Eq. B.7 is of exactly the same form
as Eq. B.2 with the incorporation of HA-glycophorin binding effects on
the calculations.
|
Eq. B.7 gives the function used to fit the data in Fig. 2 A
from Leikina et al. (2000)
as shown by the smooth curve in Fig. 8
A here. For experiments with addition of neuriminidase shown by Fig. 2 B in Leikina et al. (2000)
, similar calculations
are done except that at the time of neuraminidase addition, all
HAem are treated as free, i.e., all the HA in the area of
apposition are free. The smooth curve in Fig. 8 B shows the
fit obtained for the data with addition of neuraminidase. Fitting of
the data (solid symbols) in Fig. 8, A and B was
done simultaneously with Eq. B8, giving us
kfi = 1.9 × 10
4
s
1, i.e., the same as found for the PR8 virions. The fit
is as good as the one shown in Leikina et al. (2000)
using
semiempirical equations.
pKa of activation for HA from the Japan strain
Korte et al. (1999)
showed that influenza A/Japan/305/57 virus
does not inactivate significantly at pH 5.0 and 20°C (their Fig. 2).
Fig. 9 shows the data of Mittal et al.
(2002)
for HAb2 cells (expressing the Japan strain of HA) fusing with
R18 labeled RBCs, for which the experimental conditions were similar to
Fig. 2 of Korte et al. (1999)
. Therefore, we investigated activation characteristics of HA from this data by neglecting the
"inactivation" part in step 1 of Fig. 1. Markovic et al. (2001)
have proposed that Japan HA can inactivate, in contrast to the results
of Puri et al. (1990)
and Korte et al. (1999)
, but the effect is still not significant under the conditions used in Mittal et al. (2002)
. With
insignificant inactivation, from Eq. B3 we get
{HAem(0)} = {HAfp(0)}.
|
Now, Eq. A11 can be used in Eq. B.2 to solve for pKa given the ratio of
fusogenic aggregates at any two pH values. The video microscopy data of
Mittal et al. (2002)
for Japan HA expressing cells fusing with RBCs,
shown by symbols in Fig. 9, was fit to LC formation in step 4 of Fig.
1, to obtain the ratios of fusogenic aggregates for the pH values of
4.8, 5.2, and 5.3. Fusion parameters for these fits were fixed at the
consensus values obtained in Mittal and Bentz (2001)
:
kf = 1 × 10
2
s
1, kp = 5 × 10
4 s
1, k1 = 3 × 10
2 s
1, q = 2, and
= 8. Using other values within the respective values obtained
in Mittal and Bentz (2001)
would not affect the ratios of fusogenic
aggregates at different pH values from the ones obtained below. The
fits, shown by smooth curves in Fig. 9, gave us the number of fusogenic
aggregates in the area of contact at the three pH values as
N
(pH 4.8) ~ 1100, N
(pH 5.2) ~ 13, N
(pH 5.3) ~ 5. Therefore,
N
(pH 5.2)/N
(pH
4.8) = 0.0121 and N
(pH
5.3)/N
(pH 4.8) = 0.0046.
Solving Eqs. B.1 and B.3 using Eq. A11 for the value of pKa, the former ratio of fusogenic aggregates gave a pKa of 5.61, and the latter ratio gave a pKa of 5.68. Thus, for the Japan strain of HA, we obtained a pKa value of 5.6 to 5.7, which is very similar to what we obtained for the PR/8 virus data. Whereas the strains are different, it seems that the activation of fusion mechanism of HA is shared strongly between strains in terms of the final protonation sites on the HA trimer, which primes HA for the essential conformational change required to initiate fusion.
| |
DISCUSSION |
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|
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Previously, the data of Melikyan et al. (1995)
, Danieli et al.
(1996)
, and Blumenthal et al. (1996)
on HA-expressing cell lines fusing
with a variety of target membranes was analyzed using the kinetic model
shown in Fig. 1 (Bentz, 2000a
; Mittal and Bentz, 2001
). It was found
that the fusogenic aggregate required at least
= 8 HAs, and of
these only q = 2 underwent the essential conformational change for formation of the first fusion pore slowly (see tables 1 and
2 in Mittal and Bentz, 2001
). Whereas, q = 1 or 3 could fit some of these data, only q = 2 could best fit all
of the data from these studies.
While it was rather significant that the three independent data sets
could be explained, i.e., have similar fitted parameters with a single
kinetic model, there remained two important questions. First, in terms
of these key fusion site architecture parameters, are the results of
HA-expressing cells applicable to the virion fusing with target
membranes? Second, whereas the kinetic analysis assumed a single
homogeneous average surface density for each cell line, because of
computational time constraints, the HA expressing cells probably have
an inhomogeneous distribution of HA surface densities. The question is
whether the key fusion site architecture parameters would remain
largely unchanged once the distributions were incorporated into the
analysis? While we are working on the second question, and the answer
appears to be affirmative, our results here show, for the first time,
consensus quantitative agreement on the fusion site architecture for
the PR8 influenza virus and Japan-influenza HA expressing cell lines.
Evidently, because the minimal aggregate size
= 8 and the
minimal fusion unit q = 2 are obtained from ratios of
fitted parameters, the effects of the distributions are not very significant.
We found that fitting all of the data in Fig. 4 simultaneously and
selecting the best-fit parameter sets yielded only two convergent
solutions for parameters, as opposed to ranges for parameters (Bentz
2000a
; Mittal and Bentz, 2001
) because more curves are being
simultaneously fitted. This is an assertion of the reliability of this
kinetic model. By providing more data with less experimental noise,
steps 3 and 4 of the kinetic model in Fig. 1 are able to extract very
robust estimates for the kinetic parameters.
The best fits for the value of minimal fusion unit from the virus data
is q = 1 or 2. As mentioned above, it is clear that consensus value of the minimal fusion unit is 2. Whereas q = 1 could best fit the virus data, it does not follow the
significant trend observed from the collected data. We find that as the
experimental systems provide higher surface density of HAs in the area
of contact, the value of the average rate of the essential
conformational change of HA, kf, increases. As
can be seen from Table 1 for q = 2, kf for
the virus is ~3 s
1, which is one to two orders of
magnitude faster than HA-expressing cells fusing with RBCs, where
surface density of HA in the area of contact is increased due to
accumulation resulting from HA-glycophorin binding (Mittal and Bentz,
2001
). We showed that the glycophoin bound HAs could be part of the
fusogenic aggregate, but like Leikina et al. (2001)
, we showed that the
sialate bound HAs were inhibited from undergoing the essential
conformational change (Mittal and Bentz, 2001
). The value of
kf for the virus is four orders of magnitude
faster than HA-expressing cells fusing with ganglioside containing
planar bilayers (Bentz, 2000a
; see table 2 in Mittal and Bentz, 2001
),
where very little HA binding and accumulation occurs.
The increase of kf with HA surface density
suggests cooperativity, which is not yet incorporated into the kinetic
model, as its mechanism is not yet known. An increased HA surface
density should yield more and larger fusogenic aggregates (Bentz,
2000a
; Bentz and Mittal, 2002
). Based upon our current knowledge,
whereas more fusogenic aggregates would not promote any cooperativity, larger aggregates might. Recently, Markovic et al. (2001)
found that
the overall refolding rate of Japan, X-31 and Udorn HA increases with
increasing surface density, as assayed by subsequent dithiothreitol (DTT) dissociation of the HA. The avenue of this cooperativity could well through the fusion peptides embedded in the viral or HA
expressing cell bilayers (Bentz, 2000b
).
Clearly, from Table 1, q = 1 does not fit this possible
cooperativity. Günther-Ausborn et al. (2000)
claimed that a
single HA could cause lipid mixing between RBC and reconstituted
virosomes containing HAs from two different strains, one of which was
presumably inactive for fusion at the pH used. We do not believe our
results support this claim for experimental and theoretical reasons.
Experimental problems include that the virosomes contain residual
detergent (Stegmann et al., 1987
) and that the lipid mixing observed by Günther-Ausborn et al. (2000)
might well have been only
hemifusion of the outer monolayers, because that was not examined and
accounts for over 60% of lipid mixing with HA-expressing cells and RBC at room temperature (Mittal et al., 2001
). The PR8 virion data analyzed
showed complete lipid mixing, because the observed dequenching required
the mixing of both monolayers of the target liposomes (Shangguan et
al., 1996
, 1998
). The theoretical problem was that their data analysis
used the slope of lagtimes to predict how many HAs are at the fusion
site. We have proven that lag times cannot be used to predict this
number (Mittal and Bentz, 2001
).
Both kp and k1 are an
order of magnitude faster than what we previously found for
HA-expressing cells fusing with target membranes. The differences might
simply be HA-strain dependent. They might be because the virus has
proton channels that can facilitate first conductivity (hence faster
kp) and/or the virus lipid envelope has fewer
obstructions against lipid mixing (hence faster
k1) as compared with HA-expressing cells with a
cytoskeleton. Because the liposomes used in Shangguan et al. (1996
,
1998
) were similar in composition to the planar bilayer used in
Melikyan et al. (1995)
, the differences are not likely to be due to
target membrane properties.
We have found a pKa ("pK" of activation of HA) for both PR/8 and
Japan strain of HA to be 5.6 to 5.7. A key element of this analysis was
assuming that inactivation of HA was not kinetically significant, based
on previous findings (Puri et al., 1990
; Gutman et al., 1993
;
Korte et al., 1999
). Markovic et al. (2001)
have shown that Japan HA
does inactivate to some extent and proposed that the retention of
fusogenic activity after low pH preincubations reflects slow activation
of the strain. However, because at pH 4.9, no loss of fusion activity
was found by Markovic et al. (2001)
or the other studies, any
inactivation of Japan HA is kinetically insignificant compared with the
control experiment, which is all our analysis requires.
We believe that our finding of pKa of 5.6 to 5.7, for activation of both PR8 and Japan strains of HA provides a good incentive to investigate key histidine, aspartate, or glutamate residues common to all strains. The pKa of the histidine side chain is closest to the value we find, but glutamate and aspartate pKs could be increased by hydrophobic or negatively charged neighbors. On the same lines, we found a pKi ("pK" of inactivation of HA) for the PR/8 strain of HA to be 4.8 to 4.9.
Recently, Han et al. (2001)
did structural studies on the fusion
peptide of HA in membranes. They used X31 sequence and found that
Glu-15 of HA2 is repositioned in the fusogenic state of HA. However,
the 15th residue of HA2 is not Glu for the three strains shown here,
i.e., these structural results may not be directly applicable to the
fusogenic activity of other HA strains. Korte et al. (2001)
showed that
whereas fusion peptides mutated at Glu-11 and Glu-15 interact with
membranes very differently than wild-type fusion peptide sequence,
similar mutations in HA on HA-expressing cells fusing with erythrocytes
does not yield any measured difference in the fusion kinetics between
mutants and wild type.
The model shown here in Fig. 1 was not conceptually designed for any single experimental system. For any given fusion measurement done with different amounts of fusogenic HA providing those fusion measurements (either by varying surface densities on HA cells or by letting HAs inactivate wh