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* Department of Bioscience and Biotechnology, Drexel University, Philadelphia, Pennsylvania 19104; and
Section on Membrane Biology, The Laboratory of Cellular and Molecular Biophysics, National Institute of Child Health and Human Development, National Institutes of Health, Bethesda, Maryland 20892
Correspondence: Address reprint requests to Dr. Joe Bentz, Dept. of Bioscience and Biotechnology, Drexel University, Philadelphia, PA 19104. Tel.: 215-895-1513; Fax: 215-895-1273; Email: bentzj{at}drexel.edu.
| ABSTRACT |
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| INTRODUCTION |
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These distinct phenotypes are caused by multiprotein aggregates (Bentz, 2000b
; Leikina and Chernomordik, 2000
), often referred to as fusion machines (Malhotra et al., 1988
). For the prototype membrane fusion reaction mediated by influenza hemagglutinin (HA) (White, 1996
; Skehel and Wiley, 2000
; Bentz and Mittal, 2003
), the necessity of HA aggregation and estimates for the numbers of HAs in the aggregates has been deduced with increasing precision by kinetic studies (Ellens et al., 1990
; Danieli et al., 1996
; Blumenthal et al., 1996
; Bentz, 2000a
; Mittal and Bentz, 2001
; Mittal et al., 2002b
). It is known that reducing the surface density of activated HAs will shift the phenotypes from fusion toward hemifusion (Chernomordik et al., 1998
; Leikina and Chernomordik, 2000
; Mittal et al., 2002a
). The question is: Are the distinct phenotypes due to different fusion machines or due to different probabilistic outcomes from different numbers of essentially identical fusion machines?
For influenza, different fusion machines mean different numbers of activated HAs in the aggregate and/or different aggregate geometries. For the analysis of calcium-triggered exocytosis, the assumption has been used that the number of fusion machines (comprised of the same number of proteins) and the corresponding probabilities of fusion fully determine fusion efficiency (Blank et al., 2001
). If this were the case for HA-mediated fusion, i.e., if fusion simply requires more of the same machines that generate hemifusion, then the delay for the onset of lipid mixing would be shorter for fusion than for hemifusion, simply because there are more machines when fusion occurs. Furthermore, fusion should have a longer execution time of lipid mixing after it begins than hemifusion, since the full event cannot be faster than the partial event.
We have investigated this question using a novel, simple and rigorous computer driven kinetic analysis of video fluorescence microscopy of HA expressing cells and fluorescently labeled erythrocytes, using both lipid and aqueous fluorophores. For a large number of individually fusing pairs we can extract the delay time for initiation of dye spread and the time required for dye spread to be complete. For each cell pair, we can determine whether lipid mixing is complete or partial and correlate the phenotype with contents mixing. This allowed the novel observation that dye spread was complete only when pores occur. Incomplete lipid dye spread meant no pore formation.
Our data unambiguously demonstrate, for the first time, that different and independent machines generate the fusion and hemifusion phenotypes since we found no correlation between the waiting times for the onset of lipid mixing and the final fusion phenotypes. Moreover, the kinetic analysis shows a single type of machine for fusion, but suggests several different hemifusion machines. Interestingly, at least for the full lipid mixing phenotypes, our analysis suggests that the observed fluorescence spreading is due to the flow through a single channel, i.e., the first successful fusion site, rather than partial flow from many sites. Finally, we found that lipidic connections in unrestricted hemifusion phenotype spontaneously dissociate and thus even after onset of lipid mixing hemifusion remains a transient rather than a stable structure.
| MATERIALS AND METHODS |
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50% confluent monolayers. Expressed HA0 at cell surfaces was cleaved into its fusion-competent HA1-S-S-HA2 form with 10 µg/ml trypsin for 15 min at room temperature. We terminated the reaction by washing cells twice with the complete medium. Cells were washed twice by phosphate-buffered solution (PBS) and then incubated for 15 min with a 1 ml suspension of RBCs or RBC ghosts (0.01% hematocrit). The unbound RBC were removed by three washings with PBS. HA cells with only one bound RBC were then used for experiments. Under the above conditions, most of the HA cells eventually had only 12 RBCs bound. Fusion of HAb2 cells with human red blood cells (RBC) labeled by membrane dye R18 or PKH26, in some experiments, with an aqueous dye, 6-carboxyfluorescein, 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 as dye redistribution from RBC to HA cells. All experiments were performed at room temperature (2325°C).
In some experiments, a low pH pulse of 5 or 10 min was followed by 0.5mM chlorpromazine (CPZ) application for 1 min. Fusion was quantified by counting cells that showed any lipid mixing and/or contents mixing 30 min after the low pH pulse and after CPZ application. In some experiments, CPZ was applied for 1 min after 30 min of the low pH pulse and then fusion was quantified.
Image analysis
Image acquisition was done as described previously (Mittal et al., 2002a
). Briefly, redistribution of R18 or PKH26 from RBC to HAb2 cells was observed using a CCD camera and recorded on videotape. The videos were digitized using the WinTV-USB (Hauppauge Computer Works) at a frame capture rate of one frame per second, and converted to Microsoft AVI format files using software AMCAP (Hauppauge Computer Works, Inc.). From the digitized video files, images were extracted at the resolution of one image frame per second.
The images were analyzed with Scion Image software (Scion Corp., Frederick, MD). The fluorescence microscopy was dark background, with RBCs appearing as bright particles due to the fluorescent dye incorporated in their membrane, as shown in Fig. 1. The underlying HAb2 cells are not visible. The spread of the dye is clear as a function of time. The key times we need are the delay time before dye spread begins and the kinetics of the dye spread.
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Extracting single cell pair fusion kinetics in MATLAB
The collected data (area measurements for each RBC in the field per second) were then transferred to MATLAB (The MathWorks) for extracting fusion kinetics for each RBC fusing with its corresponding HA cell. Area measurements, normalized by subtracting the initial area of the RBC attached to a single HAb2 cell (not visible in the dark background) from all the subsequent measurements (hence data start from zero), were collected as shown by the open symbols in Fig. 1. The normalization was achieved by subtracting average initial areas, i.e., areas measured in the first few seconds, due to noise in image acquisition. Theoretically, given a perfect microscope and no fluctuations in its lamp, we would need to subtract only the very first area measurement. To uniformly quantify the kinetic characteristics (e.g. delay time) for dye redistribution between the fusing membranes, the change in the fluorescence area curve was fit with an empirical equation:
![]() | (1) |
This equation is an analytical solution for a mass-action based model for HA-mediated fusion and has been exhaustively tested for fitting first fusion pore formation data for HA-mediated fusion (Bentz, 2000a
). However, for the purpose of studying lipid mixing, this formalism is just a convenient way of fitting the experimental data. All fitting was done in MATLAB (The MathWorks, Inc.) using the function "fmins" as done previously (Bentz, 2000a
; Mittal and Bentz, 2001
; Mittal et al., 2002b
). The aim of this fitting was to consistently define the kinetic parameters for the dye redistribution curve (represented by the area measurements). Each area data curve was fit to 16 initial conditions (for A, B, and k) and the best fit final values for A, B, and k, i.e., those giving the smallest root mean squared error (rmse), were selected to represent the actual data curve. The solid sigmoidal line in Fig. 1 shows the best fit to the area data for a particular case.
Using the fitted curve, we analytically defined the delay time (td) as the x intercept of the tangent to the steepest part of the curve (Bentz, 1992
). By symmetry, we also defined an effective saturation time of dye redistribution (ts) as the intercept of this same tangent with the asymptote to the lipid mixing curve. Finally, we define the difference of these times, ts - td, as the time to execution of the lipid mixing. These two parameters, ts and td, completely define the kinetics of area change. Any other delay or completion time definitions would only be proportional and would not change any conclusions.
To avoid artifacts pertaining to extrapolating the fitted curve, only those curves were selected for which the area data (open symbols) visually crossed the inflection point on the latter part of the curve, which amounted to roughly 70% of the RBC-cell pairs which attempted fusion. This yielded reliable estimates (i.e., reliable sigmoidal extrapolations) for the extent of increase in fluorescence areas. These cells are our population of fusing cells which show lipid mixing.
| RESULTS |
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Open symbols in Fig. 1 show area measurements for a single RBC/HAb2 pair collected from image analysis. Solid line shows the fit to the data to extrapolate those curves that did not reach saturation. Delay times (td) and times of completion for the lipid mixing (ts) were defined consistently for each cell pair as shown (see figure legend and Methods for details). The spread of fluorescent lipids from the RBC to the HAb2 cell (in the dark background) due to lipid mixing is shown by the images A, B, C, and D taken at various time points on the kinetic curve. Note that we monitor only the spread of fluorescence, without regard to the relative intensities of the different cells.
Closed symbols in Fig. 2 show the cumulative distributions of delay times for lipid mixing between HA cells and R18 labeled RBCs at pH 4.8 (circles) and pH 5.2 (squares) respectively, obtained manually (Mittal et al., 2002a
). The manual method involves finding the delay in onset of dye redistribution by eye. Open symbols show the cumulative distributions of td for the same data using the automated method. Although the former method was extremely labor intensive and took months of data analysis, our new method took only a few days of operation time. Clearly, the distributions are nearly identical, thus validating the automated method.
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Fig. 3 shows the above distributions for R18-labeled RBCs and for PKH26-labeled RBCs at pH 4.8 (A and B, respectively). Clearly, there are apparent subsets shown by the "staircase" kind of structure of the distributions. These have been collected into kinetic subsets denoted by S1S5, with demarcations simply being the apparent end of one stair and the beginning of the next. Similar distributions were obtained at pH 5.2 for RBCs labeled with either dye (C and D) indicating that the kinetic subsets are observed for different membrane probes and at different pH. The staircase structure is not as prominent for pH 5.2 with R18 (Fig. 3 C), as compared to other data sets in Fig. 3. Nevertheless, we subdivided the distribution in Fig. 3 C based on the mild visual demarcations, since we were interested primarily in the fastest and slowest subsets in the staircase structure, as addressed in the results below.
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Two phenotypes of lipid mixing
From the new kinetic measurement defined by our automation, i.e., ts, we observed that some cells showed complete redistribution of the membrane dye whereas some showed only incomplete redistribution of the membrane dye after ts time i.e., at the end of the lipid mixing process. These different patterns of lipid mixing cannot be explained by the variations in either focal angle for different RBCs or image acquisition or in the size/shape of the HA cells. Whatever the ratio between the sizes of contacting HA cell and RBC, partial lipid mixing phenotype is seen clearly as more fluorescent RBC bound to less fluorescent HA cell.
Fig. 4 shows four different cell-RBC pairs, at pH 4.8 using R18 and PKH26 as membrane dyes, before the defined delay time and after the defined finishing time of the fusion process. Clearly, the observed lipid mixing in the upper panel is phenotypically different from that in the lower panel for both the dyes.
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Fig. 5 shows the percentages of the fusing cells with full lipid mixing phenotype at pH 4.8 and 5.2 for both R18 and PKH26. For both dyes, 2530% of the cells showed full lipid mixing phenotype at pH 4.8, as compared to
5% of the cells showing the same phenotype at pH 5.2. Similar phenotypes and similar fractions for the phenotypes with two different dyes strongly suggested that the observations were real. Since ts essentially represents completion of the lipid mixing process, this could mean either that the cells with partial lipid mixing phenotype were stuck at some fusion intermediate stage with a blocked lipid connection or this phenotype was a result of reversible merger of membranes (Leikina and Chernomordik, 2000
). Our results discussed below suggested that the cells with partial lipid mixing phenotype are somehow involved in a fundamentally different mechanism for the lipid mixing event as compared to the full lipid mixing phenotype.
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5 times more cells with full lipid mixing phenotype at pH 4.8 as compared to pH 5.2 was reminiscent of the earlier observation that the shift from lipid and content mixing to only lipid mixing upon raising pH was about the same (Chernomordik et al., 1998To test whether contents mixing correlated with the lipid mixing phenotypes, we fused HA cells and double-labeled RBCs (with PKH26 as membrane dye and carboxyfluorescein (CF) as aqueous dye) at pH 4.8. Fig. 6 shows the percentages of cell pairs with different lipid mixing phenotypes and the percentage of cells with CF redistribution. Clearly, the percentage of cells with full lipid mixing phenotype was nearly the same as the percentage of cells with CF redistribution. The obvious next question was whether the identical percentages also meant that the same cell pairs were showing full lipid mixing and CF redistribution.
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4 min after lowering the pH to 4.8. Fig. 2 shows that all observed lipid mixing events start well within 3 min at pH 4.8, and our results discussed below (see Figs. 3 and 8) show that full lipid mixing is completed within
1 min after the onset of lipid mixing at this pH. Clearly, CF spreading is seen only for the cell pairs with fully redistributed PKH26, i.e., aqueous dye redistribution is seen for full lipid mixing phenotypes only. Regardless of the degree of the incompleteness of lipid dye redistribution, provided that the initial boundary of the RBC was still visible, none of cell pairs showed contents mixing. Similar results were obtained in the experiments with R18 and CF labeled RBCs (not shown). Therefore, full lipid mixing phenotype corresponds essentially exactly to contents mixing and partial lipid mixing phenotype corresponds essentially exactly to unrestricted hemifusion. Strictly speaking, our content mixing assay does not resolve fusion pores too small to allow the passage of CF( Chernomordik et al., 1998
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50 s after ts It is apparent that the kinetic subset with the fastest execution of lipid mixing after onset, S1, shows the full lipid mixing phenotype. The slower subsets show various degrees of partial lipid mixing phenotypes, which we have not attempted to subdivide phenotypically. At pH 5.2, with fewer activated HAs, primarily the hemifusion phenotype was observed. These results are quantified in Tables 1 and 2.
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Lipid mixing phenotype is independent of delay times
One may expect that fusion machines yielding different patterns of lipid mixing take different time to form. Perhaps those machines yielding full lipid mixing, with the shortest times to execution, would have consistently shorter (or longer) delay times. However, a complete lack of correlation between td and ts - td (Fig. 9) argues against this hypothesis. Cell pairs with an earlier onset of lipid dye redistribution do not necessarily finish earlier. On the other hand, the half time for all the data shown in Fig. 9 correlates quite well with ts (0.95 > regression coefficients > 0.5, not shown). Thus, a decision is made during the delay time for the end point of the fusion event and, once started, the event finishes roughly on time.
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| DISCUSSION |
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We used the automated analysis to screen lipid mixing in real time for many cell pairs thereby quantitatively characterizing the kinetics for the individual pairs yielding different phenotypes. This automated analysis decreased the data analysis time
100-fold, compared with visual analysis (Mittal et al., 2002a
). Without this analytical package, assessing delay times would have been laborious and assessing execution times would have been impractical. The implications of these execution times will be discussed below.
The full lipid mixing phenotype, which was proven to include aqueous contents mixing, was found in about a third of the cases at pH 4.8 and was reduced to
5% at pH 5.2, Fig. 5. The fact that raising the pH led to fewer full lipid mixing pairs and more partial lipid mixing pairs suggests that the hemifusion machines have fewer activated HAs, as originally suggested (Chernomordik et al., 1998
). Further, since the same single normal distribution described the pool of delay times for both phenotypes, assembly of fusion machines likely takes about the same average time as assembly of hemifusion machines. Since HA aggregation is rapid compared with first pore formation (Bentz, 2000a
), assembly implies a postaggregation event.
Partial lipid mixing phenotype in unrestricted hemifusion
There is also the question of why membrane probe redistribution stops in the partial lipid mixing phenotype. Since the partial lipid mixing was observed for two different lipid probes, it is unlikely that probe redistribution between merged membranes is limited by a very low solubility of the probes in some large membrane domains surrounding the fusion machine either at RBC or HA cell sides. An alternative suggestion would be that the dye, which stays unredistributed, is the probe in the inner monolayer of RBC membrane. This seems unlikely since R18 is known to rapidly partition between both of the monolayers of the labeled membrane (Melikyan et al., 1996
).
Leikina and Chernomordik (2000)
found that after the unrestricted hemifusion phenotype was established, proteolysis of low pH-activated HAs dissociated the RBC-HA-cell connections and released RBC. Thus, at least after proteolysis, the membrane connection was broken. Our results present the first evidence that lipidic connections yielding unrestricted hemifusion dissociate spontaneously. This explains why unrestricted hemifusion is a functional dead-end. Assuming that the gradual dissociation of hemifusion connections reflects the inactivation of HAs, our finding is consistent with the recent theoretical studies predicting that the hemifusion state for lipid bilayers is energy-intensive (Kuzmin et al., 2001
; Kozlovsky and Kozlov, 2002
; Kozlovsky et al., 2002
; Markin and Albanesi, 2002
). These intermembrane connections remain energetically favorable only while activated HAs support them.
Thus, hemifusion is the outcome when outer monolayers mix transiently, but the inner monolayers of the potential fusion site are not engaged. The free energy released by the conformational changes of HA are needed hold the lipidic contact together and to cause this engagement of the inner monolayer. Peptides and FHA2 are able to perturb only the outer monolayers. Perturbing the outer monolayers appears fairly easy, requiring only peptide binding and disturbing the packing of the lipids. Tieleman and Bentz (2002)
presented a molecular simulation that suggested one mechanism by which the inner monolayers could be engaged.
Execution times for fusion and hemifusion
Does mixing of the outer monolayers in hemifusion and fusion proceed through the same path? Our data show that the execution of lipid mixing in fusion is faster than that in unrestricted hemifusion and there is (at least) one path leading to full lipid mixing and several paths leading to unrestricted hemifusion (staircase(s) in Fig. 3). It may be that during fusion, lipid mixing is accelerated by fast expansion of the fusion pore. It is clear that the hemifusion machine only engages the outer monolayers. In contrast, the machine yielding fusion engages the inner monolayers of both target and HA-containing membranes in the process. Molecular dynamic simulations have just begun the task of trying to understand what could cause this engagement (Tieleman and Bentz, 2002
). Another intriguing question is whether lipid mixing proceeds through many channels, each contributing a portion of the spreading of fluorescence signal, or whether it proceeds from a portal formed from the first successful site. Our kinetic analysis of the first fusion pore formation and of lipid mixing between erythrocytes and HA-expressing cells always predicted hundreds of potential fusion sites, but the rate constants predicted that only one of these sites would accomplish the bulk of the lipid mixing before the second successful site would open (Bentz, 2000a
; Mittal and Bentz, 2001
; Mittal et al., 2002b
). Direct experiment evidence supporting this kinetic analysis was shown in Fig. 6 of Mittal et al. (2002a)
. Electron microscopy has shown many contact points between erythrocytes and HA-expressing cells, however statistical analysis suggested that lipid mixing and pore formation take place only through a very small fraction of the total number contact points (Frolov et al., 2000
). Given that the full lipid mixing phenotype in this work was found in only about a third of the cell pairs at pH 4.8 and was reduced to
5% at pH 5.2, Fig. 5, we also suggest that very few of the many contact sites lead to fusion. The relationship between the microscopically visualized contact points and the fusion sites characterized by the kinetics analyses remains to be clarified.
Our automated video fluorescence microscopy analysis can provide powerful insight into this question. It provides both the delay time distribution(s) and the execution time distribution(s). If lipid mixing were through a single portal, then our finding that the execution time for fusion was faster than that for unrestricted hemifusion would prove that different machines were involved. Since it is clear that the decision for hemifusion or fusion is made during the delay time, the only way that execution of fusion could be faster than hemifusion after that delay time is if they were due to different machines. The execution time would simply be the time for the portal to equalize the fluorophore concentration in the merged membranes.
If lipid mixing is due to partial contributions from many identical machines, then the interpretation of execution time is more complex, but would still require different machines for fusion and hemifusion. If all of the machines opened simultaneously and the lipid flow through each was identical, i.e., each machine moved a small fraction of the whole lipid pool, then the flow would be identical to a single site moving all of the lipid pool. However, even if the machines are identical, there is no mechanism to support the postulate that they would all open at once. Such synchrony would be completely at odds with the current landscape theory of protein folding. The postulate of partial contributions of lipid flow toward lipid mixing would be that the machines which yield fusion, which are the most interesting, are identical and have a single distribution of opening times and of flow rates (i.e., execution times). The same would hold true for hemifusion events also. Thus, in this case also, multiple distributions for execution times of the pooled lipid mixing events mean that different machines cause fusion and hemifusion.
Implications for fusion mechanisms
Our results contradict the simple hypothesis that different numbers of identical fusion machines generate different fusion phenotypes with different probabilities, at least for the cases of fusion and unrestricted hemifusion. Raising the number of activated HAs would increase the number of identical fusion machines allowing realization of less probable and more advanced fusion phenotypes. If this hypothesis were correct, fusion would require a higher number of hemifusion machines and thus, one would expect partial lipid mixing (unrestricted hemifusion) to develop after shorter waiting time than full lipid mixing (fusion). This is clearly not the case as shown by the lack of correlation between the waiting time before the onset of the lipid mixing and the final fusion phenotype.
The staircase distributions clearly reflect multiple kinetic subsets of lipid mixing events. Although phenotypic classification remains qualitative (based on visual identification of the remaining boundary of the RBC in partial lipid mixing phenotype), our results prove the existence of two, or more, distinct kinetic subsets. The kinetic subsets could be explained by the size of the fusion machines, i.e., the number of HAs (Ellens et al., 1990
; Blumenthal et al., 1996
; Danieli et al., 1996
; Markovic et al., 2001
; Roche and Gaudin, 2002
), coupled with the cooperativity found in HA activation as the number of HAs in the area of contact increases (Markovic et al., 2001
; Mittal et al., 2002b
). In addition to size, the machines can differ in the distribution of HA conformations within the machine (Bentz, 2000a
,b
; Bentz and Mittal, 2000
; Mittal and Bentz, 2001
; Mittal et al., 2002b
). Note that no assumption of HA surface density homogeneity over cells has been made or was required to explain the staircases. We have single distributions of delay times, thus this parameter is independent of any underlying HA surface density heterogeneity. The staircase shows that there is a distribution of execution times, and hence different machines. If the staircase was due to a heterogeneous HA surface density distribution amongst the cells, then the simple explanation would be different HA aggregate sizes as a function of HA surface density, as predicted by our previous kinetic analysis (Bentz, 2000a
). We believe that further applications of our new technique along with theoretical modeling and characterization of HA conformations for different subsets will be necessary to elucidate the structures of the different sites of HA mediated membrane destabilization, as well as different fusion systems.
| ACKNOWLEDGEMENTS |
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Submitted on March 14, 2003; accepted for publication May 21, 2003.
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