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Infection and Immunity, April 2002, p. 2128-2138, Vol. 70, No. 4
0019-9567/02/$04.00+0 DOI: 10.1128/IAI.70.4.2128-2138.2002
Copyright © 2002, American Society for Microbiology. All Rights Reserved.
Characterization and Transcriptional Analysis of Gene Clusters for a Type IV Secretion Machinery in Human Granulocytic and Monocytic Ehrlichiosis Agents
Norio Ohashi, Ning Zhi, Quan Lin, and Yasuko Rikihisa*
Department of Veterinary Biosciences, College of Veterinary Medicine, The Ohio State University, Columbus, Ohio 43210-1093
Received 31 August 2001/
Returned for modification 31 October 2001/
Accepted 20 December 2001

ABSTRACT
Anaplasma (
Ehrlichia)
phagocytophila and
Ehrlichia chaffeensis,
the etiologic agents of granulocytic and monocytic ehrlichioses,
respectively, are obligatory intracellular bacteria that cause
febrile systemic illness in humans. We identified and characterized
clusters of genes for a type IV secretion machinery in these
two bacteria, and analyzed their gene expression in cell culture
and mammalian hosts. Eight
virB and
virD genes were found in
each bacterial genome, and all of the genes were transcribed
in cell culture. Although the gene order and orientation were
similar to those found in other bacteria, the eight
virB and
virD genes were clustered at two separate loci in each genome.
Five of the genes (
virB8,
virB9,
virB10,
virB11, and
virD4)
were located downstream from a
ribA gene. These five genes in
both
A. phagocytophila and
E. chaffeensis were polycistronically
transcribed and controlled through at least two tandem promoters
located upstream of the
virB8 gene in human leukemia cell lines.
The
virB9 gene of
A. phagocytophila was transcriptionally active
in peripheral blood leukocytes from human ehrlichiosis patients
and experimentally infected animals. Three of the remaining
genes (
virB3,
virB4, and
virB6) of both
A. phagocytophila and
E. chaffeensis were arranged downstream from a
sodB gene and
cotranscribed with the
sodB gene through one or more
sodB promoters
in human leukocytes. This suggests that transcription of the
three
virB genes in these two
Anaplasma and
Ehrlichia spp. is
regulated by factors that influence the
sodB gene expression.
This unique regulation of gene expression for the type IV secretion
system may be associated with intracellular survival and replication
of
Anaplasma and
Ehrlichia spp. in granulocytes or monocytes.

INTRODUCTION
Human granulocytic ehrlichiosis (HGE) and human monocytic ehrlichioses
(HME) are newly discovered tick-borne febrile illnesses of increasing
importance in the United States (
1,
7) and have been recognized
in several countries in Europe and Africa and in Mexico. The
clinical signs of HGE and HME are similar. The patients frequently
require hospitalization, and they may die when the treatment
is delayed or they are immunocompromised (
15,
30). HGE and HME
are caused by obligatory intracellular bacteria,
Anaplasma (
Ehrlichia)
phagocytophila (
7,
13) and
Ehrlichia chaffeensis (
1), which
have tropism for granulocytes and monocytes, respectively. These
agents reside and replicate within membrane-bound inclusions
(parasitophorous vacuoles) in the cytoplasm of phagocytes. The
16S rRNA gene sequences of
A. phagocytophila and
E. chaffeensis are 7.5% divergent (
7), and their ultrastructures, antigenic
compositions, inclusion compartments, sensitivities to intracellular
iron depletion, and properties of the major outer membrane protein
gene family are distinct (
5,
6,
20,
24,
25,
28,
29,
32,
42-
44).
Type IV secretion systems are ancestrally related to the bacterial conjugal system and are thought to function to deliver effector macromolecules produced by parasitic or symbiotic bacteria into eukaryotic target cells. A set of genes orthologous to virB and virD genes for a type IV secretion machinery of Agrobacterium tumefaciens, a phytopathogen, has been found in chromosomes or plasmids of more than a dozen different gram-negative bacterial species to date (8-10, 14). The vir transport system of Agrobacterium tumefaciens mediates the transfer of T-DNA on the Ti plasmid into the nuclei of infected plant cells, and the integration of this DNA into the plant genome leads to a plant tumor (16). The virB operon (containing 11 virB genes) and the virD4 gene encode the components of the type IV secretion machinery, and the assembled gene products serve as a transporter for delivering the substrate complex (T-DNA, VirE2, VirD2, and VirF) from Agrobacterium tumefaciens into recipient plant cells. The T-DNA transport system is related to conjugal systems (Tra, Trw, and Trb) of the pKM101 (IncN), R388 (IncW), RP4 (IncP), and F (IncF) plasmids in Escherichia coli in sequence similarity and structure-function studies (9, 10). For obligate intracellular bacteria, the genes for a type IV secretion machinery have been described only for Rickettsia prowazekii, the agent of epidemic typhus (2); Rickettsia conorii, the agent of Mediterranean spotted fever (23); and Wolbachia spp., symbionts of aphids (19). In R. prowazekii and R. conorii, 16 vir genes (1 virB3, 2 virB4, 5 virB6, 1 virB7, 2 virB8, 2 virB9, 1 virB10, 1 virB11, and 1 virD4) were identified by genome sequencing and further analysis (2, 23, 37), but the transcriptional activities of these genes have not been examined. In Wolbachia spp., five vir genes (virB8, -B9, -B10, -B11, and -D4) were identified, and these genes were polycistronically transcribed (19); however, other vir genes have not been reported, and the promoter region for the wolbachial virB8-D4 transcript has not been determined. In the present study, we identified and characterized (i) eight vir genes (virB3, -B4, -B6, -B8, -B9, -B10, -B11, and -D4) in two distinct and major human ehrlichiosis agents, A. phagocytophila (causing HGE) and E. chaffeensis (causing HME); (ii) the transcriptional mode of the vir genes of these two bacteria in cell culture, human patients, and experimentally infected animals; and (iii) the promoter regions for the transcription of the vir gene clusters. A unique feature found in both A. phagocytophila and E. chaffeensis is the cotranscription of a superoxide dismutase gene (sodB) and three virB genes (virB3, -B4, and -B6) through sodB promoters. This is the first description and expression analysis of the type IV secretion system in the genera Anaplasma and Ehrlichia.

MATERIALS AND METHODS
Organisms and culture.
A. phagocytophila (strains HZ and LL and isolates I-NY31, I-NY36,
and I-NY37) was cultivated in HL-60 cells as described elsewhere
(
32,
44; Q. Lin, N. Zhi, N. Ohashi, H. W. Horowitz, M. E. Auero-Rosenfeld,
G. P. Wormser, John Rattalli, and Y. Rikihisa, submitted for
publication). Strain HZ was used in all experiments, and four
other strains and isolates were used for an experiment for Fig.
3.
E. chaffeensis strain Arkansas was grown in DH82 cells (canine
monocytic cell line) or THP-1 cells as described previously
(
6,
31). These organisms were purified from the infected cells
by Sephacryl S-1000 chromatography (
31) or Percoll density gradient
centrifugation (
25) for preparation of genomic DNA.
Cloning of the genes for a type IV secretion machinery in A. phagocytophila and E. chaffeensis.
We designed several degenerate primer pairs based on the conserved
sequences of
virB4 and
virB11 between
Agrobacterium tumefaciens (
33) and
R. prowazekii (
2) for PCR. By using these degenerate
primers, DNA fragments containing partial sequences of these
two genes were amplified from each genomic DNA of
A. phagocytophila and
E. chaffeensis, cloned into a pCRII vector (Invitrogen-Life
Technology, San Diego, Calif.), and sequenced using the dideoxy
chain termination method. For assembly of the entire
vir region,
the overlapping DNA fragments with unknown flanking sequences,
which were amplified by the adapter PCR method using the Universal
Genome Walker kit (Clontech Laboratories, Palo Alto, Calif.)
or by multiplex restriction site PCR (
4,
17,
39), were cloned
into a pCRII vector and sequenced.
Genomic Southern blot analysis.
PCR products amplified with the primer pairs shown in Table 1 were labeled with [
-32 P]dATP by using the random primer method (Amersham Pharmacia Biotech, Piscataway, N.J.) and used as gene-specific DNA probes. Southern blot analyses with genomic DNAs from purified organisms were performed by a procedure described previously (25). Hybridization was carried out under high-stringency conditions (65°C), and after being washed, the membrane was exposed to a Hyperfilm (Amersham Pharmacia Biotech).
Specimens from infected animals and humans.
Peripheral blood leukocytes (PBLs) from a mouse and a horse
experimentally infected with strain HZ of
A. phagocytophila were obtained on days 4 and 8 postinoculation, respectively,
as previously described (
43). PBLs were prepared from three
HGE patients as described elsewhere (Lin et al., submitted).
Transcriptional analysis.
Reverse transcription-PCR (RT-PCR) was performed by a procedure described previously (24, 42). Total RNA was prepared from 5 x 106 A. phagocytophila-infected HL-60 cells (70% infectivity), 5 x 106 E. chaffeensis-infected THP-1 cells (70% infected cells), or the PBL specimens by using the TRIzol reagent (Invitrogen-Life Technologies) or the RNeasy Mini Kit (Qiagen, Valencia, Calif.). After DNase I treatment, the RNA (0.5 to 2.5 µg) was reverse transcribed using Superscript II (Invitrogen-Life Technologies) with random hexamer primers at 42°C for 50 min. The PCR conditions were 30 to 35 cycles consisting of 1 min of denaturation at 94°C, 1 min of annealing at 54°C, and 1 min of extension at 72°C. For cDNA synthesis of long transcripts (approximately 2 to 6 kb), the DNase I-treated total RNA (5 µg) prepared from the tissue culture was reverse transcribed by using a Thermotranscript kit (Invitrogen-Life Technologies) according to the manufacturer's instructions with a gene-specific primer at 54°C for 50 min. The PCR conditions were 35 cycles consisting of 1 min of denaturation at 94°C, 1 min of annealing at 55°C, and 3 to 7 min of extension at 72°C. The PCR products were electrophoresed and visualized by ethidium bromide staining. The primers used for all RT-PCRs are shown in Table 1.
RACE.
The 5' rapid amplification of cDNA ends (5'RACE) experiment was performed using the protocol provided by the manufacturer (Invitrogen-Life Technologies). DNase I-treated total RNA (5 µg) was reverse transcribed by using Superscript II with a gene-specific primer. The cDNA was tailed by adding cytosine or adenosine residues at the 3' end by using terminal transferase and amplified by PCR with a primer set consisting of a second gene-specific primer and an oligo(dG)- or oligo(dT)-linked amplification primer. The PCR conditions were 35 cycles consisting of 1 min of denaturation at 94°C, 1 min of annealing at 54°C, and 1 min of extension at 72°C. The primary PCR products were further amplified by a nested gene-specific primer and the amplification primer without the oligo(dG) or oligo(dT) anchor. The secondary PCR products were purified and cloned. The inserts of 25 to 30 clones in each sample were sequenced. The primers used for all 5'RACE procedures are shown in Table 1.
Sequence analysis.
A database search was carried out with the BLAST program (http://www.ncbi.nlm.nih.gov/BLAST/). Protein localization site and signal sequence were analyzed with the PSORT program (http://psort.nibb.ac.jp/). Multiple alignments were done using the CLUSTAL V method in the DNASTAR program. Phylogenetic analysis was performed with the PHYLIP (Phylogeny Inference Package) version 3.5p. GenBank or EMBL accession numbers of published Vir protein sequences used for the phylogenetic analysis are as follows: Agrobacterium tumefaciens Ti, J03320; Bartonella henselae, U23447 and AF182718; Bordetella pertussis ptl, A47301, B47301, C47301, D47301, E47301, F47301, and G47301; Brucella abortus, AF226278; Brucella suis, AF141604; Legionella pneumophila lvh, Y19029; pKM101, U09868 and AF109305; R. prowazekii, AJ235270, AJ235271, and AJ235273; R. conorii, NC_003103; Wolbachia sp. strain wTai, AB045234; and Wolbachia sp. strain wKueYo, AB045235.
Nucleotide sequence accession numbers.
Sequence data for the virB-D regions of A. phagocytophila and E. chaffeensis determined in the present study have been assigned GenBank accession numbers AF392618 (virB8-p44-22 omp) and AF392616 (pstA-virB6) for A. phagocytophila and AF392617 (ribA-p120) and AF392615 (pstA-ORFa) for E. chaffeensis.

RESULTS
Gene organization and genetic loci of virB and virD regions in genomes of A. phagocytophila (causing HGE) and E. chaffeensis (causing HME).
With the degenerate primer pairs, we successfully amplified
DNA fragments including partial sequences of
virB4 and
virB11 genes from each of genomic DNAs of
A. phagocytophila and
E. chaffeensis. Several other
virB and
virD genes that were located
upstream and downstream from the
virB4 and
virB11 genes were
assembled by cloning and sequencing, using two kinds of genome
walking procedures as described in Materials and Methods. By
this approach, a total of eight genes orthologous to
virB3,
virB4,
virB6,
virB8,
virB9,
virB10,
virB11, and
virD4 for a
type IV secretion machinery were found in each genome of
A. phagocytophila strain HZ and
E. chaffeensis strain Arkansas
(Fig.
1). The gene organizations of the
virB and
virD regions
in both bacteria were similar to each other, and they were also
similar to the corresponding regions of the type IV secretion
systems in other gram-negative bacteria (
9). However, unlike
the single locus of the clustered
virB and
virD genes in most
of other bacteria (
9), the
vir genes of
A. phagocytophila and
E. chaffeensis were clustered in two separate loci of each genome,
one consisting of five tandem genes (
virB8,
virB9,
virB10,
virB11,
and
virD4) and another consisting of three tandem genes (
virB3,
virB4, and
virB6) (Fig.
1). Four genes orthologous to
virB1,
virB2,
virB5, and
virB7 of
Agrobacterium tumefaciens were not
found in these two loci of either
A. phagocytophila or
E. chaffeensis.
Southern blot analyses supported that these two loci (each)
in
A. phagocytophila and
E. chaffeensis are separated in the
respective genomes (Fig.
2). Moreover, the blot result showed
that
A. phagocytophila strain HZ may have an additional
virB4 paralog (asterisks in Fig.
2B) like
R. prowazekii (
2) and
R. conorii (
23), because the
virB4 probes used did not have
XbaI,
KpnI,
SstI, and
HindIII restriction sites, whereas
E. chaffeensis strain Arkansas has a single
virB4 gene (Fig.
2D). Among strains
HZ and LL and three human isolates of
A. phagocytophila (Fig.
3), the hybridization patterns with
virB9 or
virB4 probes were
almost identical, suggesting the conservation of genetic loci
of the
virB and
virD genes in strain LL and three isolates of
A. phagocytophila. The blot results also revealed the presence
of two
virB4 paralogs in all of five
A. phagocytophila strains
and isolates (Fig.
3B).
Five genes (
virB8 to
virD4) within one of the two loci each
in
A. phagocytophila and
E. chaffeensis were clustered upstream
from an antigenic protein gene (Fig.
1): in
A. phagocytophila a
p44 major outer membrane protein gene (designated
p44-22 omp)
which belongs to a
p44 polymorphic multigene family (
42,
43)
and in
E. chaffeensis a 120-kDa antigenic protein gene (
p120)
in the opposite orientation (
41). The intergenic space between
virD4 and
p44-22 omp (486 bp) in
A. phagocytophila was shorter
than that between
virD4 and
p120 (998 bp) in
E. chaffeensis (Fig.
1). A
ribA gene that encodes a bifunctional enzyme with
the activities of both 3,4-dihydroxy-2-butanone 4-phosphate
synthase and GTP cyclohydrolase II, which catalyze two essential
steps in riboflavin biosynthesis, was located at 134 bp upstream
from
E. chaffeensis virB8. No open reading frame (ORF) was found
within 385 bp upstream from the start codon of the
A. phagocytophila virB8 gene. Three genes (
virB3, -
B4, and -
B6) and a
sodB gene
encoding a superoxide dismutase (SOD) were located downstream
from a
pstA gene encoding a phosphate ABC transporter permease
in the opposite orientation. The
sodB gene probably encodes
an iron-containing SOD, because the deduced amino acid sequence
was significantly more homologous to known iron-containing SODs
than to manganese-containing SODs. No gene homologous to a partial
ORF located downstream from
E. chaffeensis virB6 (designated
ORFa) was found in a database search. An additional difference
between
A. phagocytophila and
E. chaffeensis is the length of
the intergenic space between the
sodB and
virB3 genes. The space
in
A. phagocytophila is shorter (92 bp) than that in
E. chaffeensis (396 bp).
Proteins encoded by virB and virD genes of A. phagocytophila and E. chaffeensis.
The predicted localization of Vir orthologs in A. phagocytophila and E. chaffeensis deduced by the PSORT program was identical to that of T-DNA transfer system proteins and their orthologs shown by Christie (9), except for that of VirB3 (Table 2). In addition, the PSORT analysis identified putative N-terminal signal sequences of three proteins of eight Vir orthologs in A. phagocytophila and E. chaffeensis (data not shown). The VirB9 proteins of A. phagocytophila and E. chaffeensis as well as those of other bacteria have cleavable signal sequences to translocate into the outer membranes (9). The VirB6 and VirD4 proteins of A. phagocytophila and E. chaffeensis have uncleavable or cleavable signal sequences, probably to anchor and locate in the inner membranes. Comparison with the database available for more than a dozen gram-negative bacteria showed that the VirB and VirD orthologous proteins of these two Anaplasma and Ehrlichia spp. had highest amino acid identities with those of Wolbachia spp. or Rickettsia spp. (Table 2 and Fig. 4). Anaplasma spp., Ehrlichia spp., Wolbachia spp., and Rickettsia spp. are obligatory intracellular bacteria that belong to the
1-proteobacteria. Among the more than one dozen bacteria for which the type IV secretion system has been described, Wolbachia spp., followed by Rickettsia spp., are closest to Anaplasma and Ehrlichia spp. on the basis of 16S rRNA gene sequence comparison (34). Of these obligate intracellular bacterial species, E. chaffeensis had higher identities with A. phagocytophila in three VirB orthologs (VirB8, -B9, and -B10), whereas VirB11 and VirD4 of E. chaffeensis showed the highest identities with those of Wolbachia spp. rather than with those of A. phagocytophila (Table 2). Between A. phagocytophila and E. chaffeensis, the four orthologs of VirB3, -B4, -B11, and -D4 are more conserved (72.6 to 78.1%) than the remaining orthologs of VirB6, -B8, -B9, and -B10 (37.3 to 62.0%). Among the VirB and VirD orthologs, the VirB6 proteins of E. chaffeensis, R. prowazekii, and R. conorii (661 to 1,155 amino acids) were significantly larger than those of Agrobacterium tumefaciens, Bartonella henselae, Bordetella pertussis, L. pneumophila, and Brucella spp. (294 to 436 amino acids) and retained the VirB6-homologous region in a central part of the molecules (Fig. 1) (2, 37). Because the VirB6 protein is involved in assembling the conjugal pore at the inner membrane and may interact with the effector molecules to be delivered (8, 22), the diversity of ehrlichial and rickettsial VirB6 proteins suggests a type of effector molecules different from those of other bacteria.
View this table:
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TABLE 2. Predicted localization of ehrlichiosis agent Vir proteins, amino acid (aa) identities, and amino acid numbers of Vir orthologs of selected gram-negative bacteria compared with those of E. chaffeensis
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To analyze the relationship among VirB and VirD orthologs from
Anaplasma and
Ehrlichia spp. and several other bacteria, we
constructed phylogenetic trees based on the deduced amino acid
sequences (Fig.
4). Sixteen Vir proteins from
A. phagocytophila and
E. chaffeensis, 10 Vir proteins from
Wolbachia spp., and
22 Vir proteins from
R. prowazekii and
R. conorii made a tight
clade segregated from the remaining bacterial species in each
of eight phylogenic trees (Fig.
4), except for VirB8 paralogs
of
R. prowazekii (RP287) and
R. conorii (RC0385). However, in
the eight trees most of the orthologs from facultative intracellular
bacteria and the pKM101 plasmid were promiscuously located.
The conservation of Vir proteins among obligate intracellular
bacteria and the diversity of Vir proteins among facultative
intracellular bacteria and the plasmids suggest that type IV
secretion systems in obligate intracellular bacteria play roles
different from those in facultative intracellular parasitism.
Transcription of the clustered genes in the virB and virD regions of A. phagocytophila and E. chaffeensis.
Because of a short intergenic space between the genes within the virB and virD regions of A. phagocytophila and E. chaffeensis, as shown in Fig. 1, it is presumed that these clustered genes are polycistronically transcribed. Therefore, we primarily utilized a long and accurate RT-PCR (LA-RT-PCR) method to analyze the expression of the clustered virB and virD genes by these two bacteria cultivated in a human leukemia cell line. The sequences and positions of the primers and amplicon sizes are shown in Table 1 and Fig. 1. DNA template controls are shown for each primer pair to demonstrate the specificity of the primer to amplify the target sequence (Fig. 5). Without reverse transcriptase, no amplicon was detected in RT-PCR analyses using any of the primer pairs, indicating the absence of contamination of genomic DNA in the RNA preparation. As expected, a 6.0-kb LA-RT-PCR product including virB8, -B9, -B10, -B11, and virD4 within one of the virB-D regions was detected in A. phagocytophila cultured in HL-60 cells, indicating the polycistronic transcription of these genes (Fig. 5A). Furthermore, a 3.3-kb LA-RT-PCR product including sodB, virB3, and virB4 and a 2.0-kb LA-RT-PCR product including virB4 and -B6 within another virB-D region were detected, showing that not only virB orthologs but also the sodB gene were cotranscribed. The transcript of two adjacent genes (virD4 and p44-22 omp) connected by a 487-bp intergenic space at the 3' end of the virB-D region was detectable, indicating that one of the p44 multigene family members was cotranscribed with the virD genes. Similar results regarding the expression of virB and virD genes were obtained for E. chaffeensis cultivated in THP-1 cells (Fig. 5B). ORFa of E. chaffeensis was cotranscribed with virB6. The results shown in Fig. 5 are diagrammed in Fig. 1. These findings suggest that the transcriptional promoters for the clustered virB and virD genes are present upstream of the virB8 and sodB genes.
We further examined the transcription of
ribA,
pstA, and three
sets of two adjacent genes (
ribA-virB8,
pstA-sodB, and
sodB-virB3),
including their intergenic spaces, in
E. chaffeensis cultivated
in THP-1 cells by RT-PCR. As shown in Fig.
6, the transcripts
of
ribA,
pstA, and a set of two adjacent genes (
sodB-
virB3)
with a long intergenic space (396 bp) were detected, but two
other sets of two adjacent genes (
ribA-virB8 and
pstA-sodB),
including their intergenic spaces, were RT-PCR negative, showing
that the
sodB and
virB3 genes were cotranscribed but that the
ribA and
virB8 genes or the
pstA and
sodB genes were not. In
addition to the LA-RT-PCR results described above, these results
support that the promoters for the clustered
virB and
virD genes
exist within the intergenic spaces between the
ribA and
virB8 genes and between the
pstA and
sodB genes but probably do not
exist between the
sodB and
virB3 genes.
Characterization of promoter regions for the clustered virB and virD genes in A. phagocytophila and E. chaffeensis.
To characterize
vir promoter regions, we analyzed a transcriptional
initiation site upstream from
virB8 and
sodB by 5'RACE procedures
using the addition of a polymeric dC tail at the 3' end of the
cDNA. Three bands and a single band of the major 5'RACE products
for
virB8 and
sodB, respectively, were detected in
A. phagocytophila cultivated in HL-60 cells (Fig.
7A). The same results were obtained
when we performed 5'RACE with the addition of a poly(dA) tail
at the 3' end of the cDNA (data not shown). In
E. chaffeensis-infected
THP-1 cells, two bands and a single band of the major products
for
virB8 and
sodB, respectively, were detected (Fig.
7B). These
5'RACE products were cloned and sequenced to determine the transcriptional
initiation site. One of the results is shown in Fig.
8. By sequencing
A. phagocytophila 5'RACE clones with both poly(dC) and poly(dA)
tails, we determined the initiation site of the AP3 transcript
to be a guanine at -120 bp from the start codon of
virB8 but
probably not to be an adenine at -119 bp (Fig.
8 and
9). In
total, we identified three initiation sites at -73 bp, -86 bp,
and -120 bp from the
virB8 start codon and two initiation sites
at -21 bp and -30 bp from the
sodB start codon in
A. phagocytophila transcripts (Fig.
9). In
E. chaffeensis, two initiation sites
at -58 or -59 bp and at -165 bp from the
virB8 start codon and
one initiation site at -69 bp from the
sodB start codon were
identified by sequencing the 5'RACE clones with poly(dC) tails.
Putative sequences of -10 and -35 promoter regions were found
upstream of the respective transcriptional initiation sites,
which were similar to
70-type consensus promoter sequences of
E. coli (
26). One of the promoter regions for
virB8 in
E. chaffeensis (EP2) is likely to be located within the 3' coding region of
the
ribA gene, suggesting that the expression of
ribA may influence
the transcription of clustered
virB8-virD4 genes.
Transcription of the virB gene in HGE patients and in experimentally infected animals.
We examined by RT-PCR whether the
virB gene is expressed by
A. phagocytophila in acute-stage HGE patients or in experimentally
infected animals. The clinical signs and laboratory parameters
for three patients were described in detail elsewhere (Lin et
al., submitted). A transcript of
A. phagocytophila virB9 was
detected in PBLs from each patient's blood collected at 20 days
(patient NY31) and 3 days (patients NY36 and NY37) after recognition
of initial clinical signs such as fever (Fig.
10A). The transcript
was also detected in PBLs from blood collected on days 4 and
8 after inoculation of
A. phagocytophila in an experimentally
infected mouse and horse, respectively (Fig.
10B). These findings
show that the
virB-D region of
A. phagocytophila is transcriptionally
active in infected humans and animals at the acute stage as
well as in cell cultures and suggest that the type IV secretion
system is involved in HGE pathogenesis.

DISCUSSION
The present study characterized the genes for the type IV secretion
machinery in
A. phagocytophila (agent of HGE) and
E. chaffeensis (agent of HME) and their transcription. Of primary significance
is that these genes were transcribed not only in cell cultures
but also in the blood of acute-stage patients and experimentally
infected animals. Therefore, the type IV secretion system is
expected to have a significant role in both HGE and HME. The
type IV systems have been recently classified into two groups
(
9). One group consists of genes orthologous to the
virB and
virD genes of
Agrobacterium tumefaciens. The type IV systems
in most bacteria, including
L. pneumophila lvh, belong to this
group. Another group contains the
dot-icm genes of
L. pneumophila (
36,
38) and
colIb genes (IncI) of
Shigella flexneri (
9). The
Lvh system of
L. pneumophila functions as a DNA conjugation
system, while the
dot-icm system is required for the bacterial
virulence (
36-
38). The type IV secretion systems of
A. phagocytophila and
E. chaffeensis which were identified in the present study
belong to the former group. A number of unique features were
found in the type IV secretion systems from these two
Anaplasma and
Ehrlichia spp. Unlike the single locus of
virB and
virD genes in extracellular or facultative intracellular bacteria,
the
virB and
virD genes of
Anaplasma and
Ehrlichia spp. were
found in two separate loci like in
Rickettsia spp. (three loci).
This may allow for an independent transcriptional control of
separate loci in
Anaplasma and
Ehrlichia spp., which ensures
that only when two conditions are met is the complete type IV
system assembled.
The type IV secretion systems of Anaplasma and Ehrlichia spp. are phylogenetically close to that of Rickettsia spp. but significantly different in virB gene numbers or their genetic loci. Most notably, virB3, -B4, and -B6 in Anaplasma and Ehrlichia spp. were tandemly arranged downstream from the sodB gene and polycistronically transcribed through the sodB promoters. In Rickettsia spp., the virB3 genes are not located downstream from a sodB gene, and between the sodB and virB3 genes in the genome more than 240 other genes are present (2, 23). Therefore, the rickettsial virB3 genes probably could not be cotranscribed with their sodB genes, although transcriptional analysis of these genes has not been done. In Wolbachia spp., sodB, virB3, virB4, and virB6 so far have not been described, but a virB-D gene cluster (ribA, virB8, virB9, virB10, virB11, virD4, and wsp) with a genetic locus and polycistronic transcription similar to those of Anaplasma and Ehrlichia spp. has been identified (19). As far as we know, there has been no report that the sodB and virB genes are polycistronically transcribed in the type IV secretion systems of other bacteria or plasmids so far identified. Therefore, the cotranscription of sodB and virB genes found in the present study is truly unique and conserved for Anaplasma and Ehrlichia spp. This result suggests that the activation of the sodB gene is required for construction of the type IV secretion machinery of Anaplasma and Ehrlichia spp.
The sodB gene of Anaplasma and Ehrlichia spp. probably encodes an iron-containing SOD (FeSOD), based on a database search. The SODs are metalloenzymes that function by catalyzing the dismutation of O2- to H2O2 and O2. There are two additional types of SODs, which can be distinguished by the prosthetic metals present at the active site: manganese (MnSOD [sodA]) or copper or zinc (Cu/ZnSOD [sodC]). Cytoplasmic MnSODs and FeSODs are known to defend bacterial cells against reactive oxygen species generated from bacterial metabolism and protect DNA from oxidative damage, whereas Cu/ZnSOD localized in the periplasm is proposed to play a role in the defense of bacteria against external reactive oxygen. sodB gene expression is known to be controlled by iron uptake systems (12, 18). Therefore, the virB3, -B4, and -B6 genes of Anaplasma and Ehrlichia spp. are expected to be induced under iron-rich conditions such as inside blood-feeding ticks and in eukaryotic cytoplasm.
Analysis of upstream regions of the virB8 and sodB genes of both A. phagocytophila and E. chaffeensis showed that the polycistronic transcription of the vir genes seems to be regulated by multiple
70-type promoters. However, the transcriptional regulation mechanism of the vir genes still remains to be elucidated. In the Ti plasmids of Agrobacterium tumefaciens, VirA and VirG are members of the family of two-component regulatory systems and are required for induction of all other vir genes. VirA, a signal sensor/histidine kinase transmembrane protein, is autophosphorylated in response to phenolic compounds released by wounded plant cells and then phosphorylates VirG, a transcriptional activator. The phosphorylated VirG activates other vir operons through binding to the consensus sequence (vir box) of the respective promoter regions. The consensus sequence (14 bp) is 5'dPu(T/A)TDCAATTGHAAPy3' (H = A, C, or T; D = A, G, or T) (11). The vir box of the closely related Ri plasmid vir genes has the 6-bp sequence dTG(A/T)AA(C/T) (3), which is equivalent to the 3' half of the Ti plasmid vir box. In the present study, the sequence 5'dATTGTAAT3', equivalent to the 3' region (8 bp) of the Ti plasmid vir box, was found to overlap with the -35 region of AP1 in the sodB promoter of A. phagocytophila. In addition, the sequence dTGTAAT, equivalent to the Ri plasmid vir box (6 bp), overlapped with the -10 region of EP1 in the sodB promoters of E. chaffeensis. This suggests that a two-component regulatory system similar to that of Agrobacterium tumefaciens Ti plasmids (11) may control the polycistronic transcription of the sodB-virB6 genes in Anaplasma and Ehrlichia spp.
Another unique feature is that antigenic outer membrane protein genes were colocalized with the virB and virD genes in Anaplasma, Ehrlichia, Wolbachia, and Bartonella spp. A p44-22 omp gene of A. phagocytophila, a member of the p44 multigene family (42, 43), was located downstream of virD4 and seems to be cotranscribed with the clustered virB8-virD4 genes. This locus of A. phagocytophila probably is one of the expression sites for the multigene family. A p120 gene of E. chaffeensis was also located downstream of virD4 but with the opposite orientation, suggesting a lack of cotranscription of the p120 and virD4 genes. A wsp gene of Wolbachia spp. was positioned downstream of virD4 like in A. phagocytophila (19). Although transcriptional analysis has not been performed, the wsp and virD4 genes may also be cotranscribed. A 17-kDa antigen gene of B. henselae was located between virB4 and virB6 orthologs, missing virB5, within a single virB locus (27, 35), suggesting the cotranscription of the antigen gene and virB genes. Thus, except in E. chaffeensis, these bacterium-specific outer membrane antigens may be associated with the respective type IV secretion systems.
Eight vir orthologs (virB3, -B4, -B6, -B8, -B9, -B10, -B11, and virD4) present in most bacteria or plasmids that have evolved the type IV secretion systems (9) were found in A. phagocytophila and E. chaffeensis. The virB1, -B2, -B5, and -B7 genes seem to be missing in Anaplasma and Ehrlichia spp.; however, these genes may also be required for the architecture of their type IV secretion machinery (e.g., the VirB2 protein is an F-pilin ortholog). Therefore, the related genes may be present in the genomes of these two bacteria but probably have extremely low homology with virB orthologs of other bacteria.
The etiologic agents of HGE and HME, A. phagocytophila and E. chaffeensis, infect mainly granulocytes and monocytes, respectively, primary host defensive cells with powerful bactericidal activities. Since these agents cannot survive outside host cells, they must enter granuclocytes or monocytes. For intracellular survival, A. phagocytophila and E. chaffeensis form a unique membrane-bound niche that does not fuse with lysosomes (5, 6, 20), and A. phagocytophila (agent of HGE) delays apoptosis of the infected neutrophils (40) and inhibits generation of superoxide anion by neutrophils (21). The type IV secretion system is considered to have evolved in intracellular bacteria to modulate eukaryotic cells for their intracellular survival (9). Further study is required for clarification of the roles of the type IV secretion system for survival of Anaplasma and Ehrlichia spp. in granulocytes or monocytes. The present data on the transcriptionally active type IV secretion systems in two major agents of HGE and HME are expected to facilitate analysis of the type IV secretion systems in the obligate intracellular pathogens.

ACKNOWLEDGMENTS
This work was supported by National Institutes of Health grants
R01AI30010 and R01AI47407.

FOOTNOTES
* Corresponding author. Mailing address: Department of Veterinary Biosciences, College of Veterinary Medicine, The Ohio State University, 1925 Coffey Rd., Columbus, OH 43210-1093. Phone: (614) 292-5661. Fax: (614) 292-6473. E-mail:
rikihisa.1{at}osu.edu.

Editor: J. T. Barbieri

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Infection and Immunity, April 2002, p. 2128-2138, Vol. 70, No. 4
0019-9567/02/$04.00+0 DOI: 10.1128/IAI.70.4.2128-2138.2002
Copyright © 2002, American Society for Microbiology. All Rights Reserved.
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