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Infection and Immunity, January 2005, p. 546-551, Vol. 73, No. 1
0019-9567/05/$08.00+0 doi:10.1128/IAI.73.1.546-551.2005
Copyright © 2005, American Society for Microbiology. All Rights Reserved.
Juliano Timm,
Tania Botha,
Wai-Tsing Chan,¶
James E. Gomez, and
John D. McKinney*
Laboratory of Infection Biology, The Rockefeller University, New York, New York
Received 30 May 2004/ Returned for modification 26 July 2004/ Accepted 13 September 2004
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Following inhalation of Mycobacterium tuberculosis, the interplay between an individual's immune response and the infecting bacilli determines whether the infection will lead to active disease or latent TB infection (9). Globally, nearly 2 billion people have been infected with the tubercle bacillus, as estimated from tuberculin skin test surveys, and
10% of these individuals are expected to develop active TB at some point in their lives (6). TB therapy involves administration of multiple drugs for a minimum of 6 to 9 months; even this prolonged regimen does not always achieve sterilization, as evidenced by posttreatment relapse in a minority of treated individuals (7). The adaptations that allow M. tuberculosis to persist in the host despite a vigorous adaptive immune response likely contribute to the difficulty in curing TB with antimicrobial drugs (16, 31).
In the mouse model of TB, a predominantly pulmonary infection can be established after intravenous inoculation or exposure to aerosolized bacteria (21). The acute phase of infection, lasting a few weeks, is marked by exponential growth of the bacterial population in the lungs. The transition to the chronic phase of infection is brought about by the emergence of acquired cell-mediated immunity (CMI), mediated by antigen-specific T cells and macrophage activation, resulting in the stabilization of bacterial numbers in the lungs (10). A long-standing question is whether the plateau in the bacterial growth curve during chronic infection represents a "static" equilibrium, in which bacterial replication is slow or absent, or a "dynamic" equilibrium, in which continued rapid bacterial replication is precisely balanced by an equally rapid rate of killing by the host immune response (27). This issue has important implications for antimycobacterial drug therapy, because drugs that are currently used to treat TB are more effective against bacteria undergoing rapid growth and cell division (17, 19).
In a classic study, Rees and Hart (24) sought to distinguish between "static" and "dynamic" models of the host-pathogen equilibrium in persistent TB by enumerating "viable counts" (CFU) and "total counts" (microscopically detectable acid-fast bacilli [AFB]) in the lungs of chronically infected mice. The authors reasoned that if the dynamic model were correct, the viable counts and total counts should diverge over time due to the progressive accumulation of dead bacilli, which would contribute to the total counts (AFB) but not to the viable counts (CFU). Instead, they found that the viable and total counts were remarkably congruent throughout the course of infection, a result that seemed to favor the static model. They acknowledged, however, that loss of acid-fast staining in dead bacilli could result in an underestimate of the true number of total counts. Loss of acid fastness might also explain their observation that the total counts gradually declined in animals treated with the antimycobacterial drug isoniazid (INH), which is known to interfere with acid-fast staining (18). It has also been suggested that acid-fast staining might be lost in tubercle bacilli present in latently infected human tissues (26).
Here we revisited this important aspect of the host-pathogen interface in persistent TB by measuring M. tuberculosis viable counts, represented by the number of bacterial CFU, and total counts, represented by the number of bacterial chromosome equivalents (CEQ), in the lungs of chronically infected mice. Our experimentally determined values were compared with values obtained from an in silico model that was used to simulate bacterial growth curves (CFU accumulation) and to predict the extent of accompanying bacterial CEQ accumulation over time at different rates of bacterial cell division. Alternative scenarios in which the immune response was bacteriostatic, bactericidal, or both were modeled. Our results support the static-equilibrium model, in which entry into the chronic phase of infection is accompanied by a marked reduction in the bacterial cell division rate.
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FIG. 1. Modeling static and dynamic scenarios of the host-pathogen equilibrium in chronic murine TB. Mice are infected with 200 CFU. Acute-phase infection (0 to 2 weeks) is characterized by an exponential increase in viable counts (CFU), with a 24.6-h population doubling time. Chronic-phase infection (2 to 16 weeks) is characterized by stable viable counts. (A) Static scenario. CMI halts bacterial replication after the acute phase of infection. Viable counts (CFU) (blue line) and total counts (CEQ) (red line) do not diverge over time. (B) Dynamic scenario. Bacterial replication continues at an undiminished rate (doubling time, 24.6 h) throughout the chronic phase, but bactericidal CMI kills 50% of the bacteria after each round of cell division. Balanced growth and death result in stable viable counts while total counts accumulate, resulting in rapid divergence of CEQ and CFU. (C and D) Semidynamic scenarios where the rate of bacterial cell division is reduced by 50% (C) or 90% (D) from the acute-phase rate, resulting in more-gradual divergence of CEQ and CFU.
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FIG. 2. Comparison of modeled and experimentally determined CFU and CEQ curves in mice. (A) C57BL/6 mice were aerosol infected with M. tuberculosis ( 200 CFU per mouse). At 24 h and at 2, 4, 8, 12, and 16 weeks postinfection, groups of mice were sacrificed and lungs were removed. Viable counts (CFU) were quantified by plating serial dilutions of lung homogenates (filled squares); total counts (CEQ) were quantified by QPCR (open circles). Modeled CEQ values were derived by using the static (red line) or dynamic (blue line) equilibrium scenario, or a semidynamic scenario in which the rate of cell division during chronic infection was reduced by 50% (green line) or 90% (orange line) from the acute-infection rate. Symbols represent mean CFU or CEQ values (n = 4 mice per group); error bars, standard deviations. Numbers below curves indicate CEQ/CFU ratios at the corresponding time points. P values for pairwise comparisons of the experimental and modeled CEQ values at 16 weeks were as follows: for the experimental versus the dynamic or semidynamic (50%) scenario, P < 0.001; for the experimental versus the static or semidynamic (10%) scenario, P > 0.05. Results are representative of two experiments. (B) Standard curve for the fadE15 primer-beacon set used to quantify bacterial CEQ in tissue homogenates. Ct values (y axis) were obtained by QPCR of 102, 103, 104, or 105 copies of the target DNA (x axis). Symbols (open circles) represent mean Ct values from three independent experiments where n 2 replicates per experiment; error bars, standard deviations. The trend line drawn through the data points indicates the linear regression curve, which was calculated by using the least-squares method.
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) during the chronic phase of infection (2 to 16 weeks). The "dynamic" scenario (Fig. 1B) was modeled by setting K at 0.6764 day1 (a 24.6-h doubling time, identical to the acute-phase rate). The "partially dynamic" scenarios, with bacterial cell division rates reduced by 50% (Fig. 1C) or 90% (Fig. 1D) from the acute-phase rate, were modeled by setting K at 0.3382 day1 (49.2 h) or 0.0676 day1 (246.0 h), respectively. For illustrative purposes, the curves in Fig. 1 were generated by setting K' to 0 during the chronic phase of infection (2 to 16 weeks) in order to maintain a stable plateau in CFU numbers; more-complex scenarios (rising or falling CFU over time) can be modeled by independently varying K and K' (as in Fig. 2).
Numbers of total CEQ (tCEQ) on each successive day were calculated by summing the CEQ from viable bacteria (vCEQ) with those from dead bacteria (dCEQ) according to the formula tCEQ = vCEQ + dCEQ, where vCEQ = CFUpost and dCEQ =
(CFUpre CFUpost) for each successive day inclusive of the current day. The chromosomal ploidy of M. tuberculosis under different growth conditions is unknown; in M. tuberculosis-infected mice, the experimentally determined bacterial CEQ/CFU ratio at 2 weeks postinfection is typically 1 to 3 (Fig. 2, 3, and 4; also our unpublished results). For illustrative purposes, a ploidy value of 2 was arbitrarily used to generate the curves in Fig. 1 in order to avoid overlap of the CFU and CEQ curves in Fig. 1A. The ploidy value was conservatively set at 1 for the modeled curves depicted in Fig. 2; higher ploidy values would lead to a more rapid divergence of the CEQ and CFU curves.
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FIG. 3. Quantification of M. tuberculosis CEQ in mouse lungs is not limited by a detection ceiling at high bacterial loads. C57BL/6 mice (A) and IFN- / mice (B) were aerosol infected with M. tuberculosis ( 4,000 CFU per mouse). At 24 h and 4 weeks (w) postinfection, mice were sacrificed and lungs were removed for analysis. Viable counts were quantified by plating serial dilutions of lung homogenates for CFU (open bars); total counts (CEQ) were quantified by QPCR (shaded bars). Bars represent mean CFU or CEQ values (n = 4 mice per group); error bars, standard deviations. This experiment was performed once.
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FIG. 4. Chromosomes of nonviable M. tuberculosis in mouse lungs are not removed or degraded rapidly. C57BL/6 mice were infected intravenously with M. tuberculosis ( 106 CFU per mouse). One group (A) received INH (25 mg kg1 day1) for 8 weeks starting at 4 weeks postinfection; a control group (B) was left untreated. At 4, 8, and 12 weeks postinfection, mice from INH-treated and untreated groups were sacrificed and lungs were removed. Viable counts (CFU) were quantified by plating serial dilutions of lung homogenates (open bars); total counts (CEQ) were quantified by QPCR (shaded bars). Bars represent mean CFU or CEQ values (n = 4 mice per group); error bars, standard deviations from the means. In pairwise comparisons of CFU values in the INH-treated group for 4 versus 8 weeks or 4 versus 12 weeks postinfection, differences were highly significant (P < 0.005). In pairwise comparisons of CEQ values in the INH-treated group for 4 versus 8 weeks or 4 versus 12 weeks postinfection, differences were not significant (P > 0.05). Results are representative of two experiments.
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0.5), collecting cells by centrifugation, washing once with phosphate-buffered saline containing 0.05% Tween 80 (PBST), adding glycerol to 15%, and storing in aliquots at 80°C. Bacterial stocks were titered by plating PBST-diluted bacterial suspensions on 7H10 agar and scoring colonies after 3 to 4 weeks at 37°C.
Mouse infections and chemotherapy.
C57BL/6J and gamma interferon-deficient (IFN-
/) mice, aged 5 to 10 weeks, were purchased from Jackson Laboratories. Mice were housed under specific-pathogen-free conditions at Rockefeller University; they were routinely tested and found to be free of common mouse pathogens. All experiments with live mice were performed in accordance with the National Institutes of Health Guidelines for the Care and Use of Laboratory Animals and were approved by Rockefeller University's Institutional Animal Care and Use Committee.
For intravenous infections, frozen aliquots of cells were thawed, diluted to
107 CFU ml1 in PBST, cup sonicated (40 s) to disperse clumps, and inoculated by injection of 0.1 ml (
106 CFU) of the bacterial suspension into a lateral tail vein. For respiratory infections, bacteria were grown in 7H9 broth to mid-log phase (OD600,
0.5), collected by centrifugation, washed once with PBST, and suspended at
106 to 108 CFU ml1 (adjusted by OD600), depending on the dosage required (101 to 103 CFU per mouse); aerosol exposure of mice was carried out for 15 min, followed by a 30-min purge with room air, by using a custom-built aerosol exposure chamber (University of Wisconsin, Madison), as described elsewhere (13, 30). At selected time points postinfection, mice (n = 4) were euthanized by CO2 exposure, and lungs were removed for enumeration of bacterial CFU (left lung) and CEQ (right lung).
Where indicated, M. tuberculosis-infected mice received INH (25 mg per kg of body weight per day), delivered ad libitum in the drinking water, starting at 4 weeks postinfection and continuing for 8 weeks.
Quantification of M. tuberculosis CFU. M. tuberculosis CFU was enumerated by homogenizing the left lung of each mouse in 5 ml of PBST by using a Polytron tissue homogenizer, plating the diluted homogenates on 7H10 agar, and scoring colonies after 3 to 4 weeks at 37°C.
Quantification of M. tuberculosis CEQ. M. tuberculosis chromosomal DNA was prepared by homogenizing the right lung of each mouse in 5 ml of PBST, collecting the bacteria by centrifugation at 3,000 x g for 10 min at 4°C, resuspending the bacterial pellet in 1 ml of Tris-EDTA, adding 0.25 ml of warm (70°C) phenol-chloroform-isoamyl alcohol (25:24:1) (Sigma) and 0.25 ml of zirconia-silica beads (Biospec Products), and breaking the bacteria in a bead beater (Biospec Products). Cell debris was removed by centrifugation at 12,000 x g for 10 min, 50 µl of 5 M NaCl was added to the clarified supernatant, extraction with phenol-chloroform-isoamyl alcohol was repeated, and genomic DNA was precipitated by addition of isopropanol. The precipitated genomic DNA from a single infected mouse was ethanol washed, air dried, resuspended in 300 µl of water, and stored at 20°C. Quantitative real-time PCRs (QPCRs) were carried out as described previously (14, 32). Each reaction was in a volume of 50 µl containing 1x Taqman buffer A (Perkin-Elmer), 4 mM MgCl2, 0.25 mM deoxynucleoside triphosphates, 2.5 U of AmpliTaq Gold polymerase (Perkin-Elmer), 0.5 µM fadE15 primers, 0.3 µM fadE15 molecular beacon, and template DNA. Typically, 1 to 2 µl of template DNA (representing 0.33 to 0.67% of the total genomic DNA extracted from a single mouse) was used per reaction. In some cases (where bacterial loads were very high), template DNAs were diluted before amplification in order to obtain QPCR threshold cycle (Ct) values in the range of 25 to 35; control reactions confirmed that dilution of the template had no effect on the linearity of amplification (data not shown).
The set of primers and the molecular beacon used to quantify bacterial chromosomes had the following sequences (hybridizing to sequences in the fadE15 gene): FAM-GGGCCTTCGGACTTCGTCTCCTTCAGGCCC (molecular beacon), GCGGGTCGGGCTGGTCAAC (forward primer), and CCTCGCCCATGATGGTAGGAAC (reverse primer). Real-time QPCRs were run and analyzed on an ABI 7900 machine according to the manufacturer's instructions. PCR conditions were as follows: an Amplitaq Gold activation step at 95°C (10 min), followed by 40 cycles of 95°C (30 s), 57°C (30 s; data collection), and 72°C (30 s). Standard curves were generated by using serial dilutions of M. tuberculosis genomic DNA of known concentration. Quantitative analysis of the data was carried out as described elsewhere (14, 32).
Statistical analysis. Student's t test (two tailed) was used to evaluate differences in bacterial CFU and CEQ obtained from infected mouse lungs or from in silico modeling. Data are represented as means; error bars indicate standard deviations from the means. Trend lines were computed by using the least-squares method.
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In the "static" scenario, the model predicted that both viable counts (CFU) and total counts (CEQ) would remain stable and would not diverge over time (Fig. 1A). In the "dynamic" scenario, the model predicted that although viable counts would remain stable over time, total counts would gradually rise due to the accumulation of dead bacteria; in the modeled experiment for which results are shown in Fig. 1B, the CEQ/CFU ratio increased
100-fold between 2 and 16 weeks postinfection. We also modeled semidynamic scenarios where CMI exerted both bacteriostatic and bactericidal effects, resulting in stable numbers of CFU but gradual accumulation of CEQ. The semidynamic scenarios could reflect either a partial effect of CMI on the entire bacterial population or variable efficacy of CMI against different bacterial subpopulations (Fig. 1C and D); our model cannot distinguish between these possibilities. The semidynamic scenarios were modeled by varying the rate of bacterial cell division and death during the chronic phase, as described in Materials and Methods. When the rate of cell division during the chronic phase was reduced by 50% (Fig. 1C) or 90% (Fig. 1D) from the cell division rate during the acute phase, the CEQ/CFU ratio nonetheless rose appreciably (
40- or
8-fold, respectively) between 2 and 16 weeks postinfection. Our model will also accommodate more-complex scenarios, such as fluctuating rates of cell division or cell death during the course of infection (see Fig. 2). A key assumption is that nonviable bacteria (and their chromosomes) are not removed or degraded over time; here we provide experimental support for this assumption (see below), in agreement with evidence previously adduced by others (24).
Comparison of modeled and experimentally determined CFU and CEQ curves in mice.
In order to generate experimental values for bacterial CFU and CEQ during the course of chronic murine infection, C57BL/6 mice were aerosol infected with
200 CFU of M. tuberculosis Erdman and groups were sacrificed at selected time points for quantitative analysis of bacillary numbers in the lungs. Viable counts (CFU) were enumerated by plate culture of lung homogenates; total counts (CEQ) were enumerated by use of QPCR, as described in Materials and Methods.
During the acute phase of infection (0 to 2 weeks postinfection), viable counts in the lungs increased exponentially, with an average population doubling time of 24.6 h (Fig. 2). During the chronic phase of infection (4 to 16 weeks postinfection), there was a much slower rise in viable counts, with an average population doubling time of 1,676 h (
70 days) (Fig. 2). The CEQ/CFU ratio showed little change during the chronic phase of infection (Fig. 2), indicating that there was minimal accumulation of chromosomes representing dead bacteria. These observations resemble the predicted curves generated by the static scenario in our model (Fig. 1A) and differ markedly from the curves generated by the dynamic scenario (Fig. 1B), thus supporting the idea that the rate of bacterial cell division is very low during the chronic phase of infection.
In order to provide a more direct comparison between our modeled and experimental results, we modeled the dynamic and static scenarios using the growth rate constants derived from the experimental data depicted in Fig. 2, taking into account any changes in bacterial CFU between time points by varying the growth rate constants (K values) appropriately. The experimentally determined CEQ values diverged sharply from the modeled CEQ values in the dynamic scenario and from those in the semidynamic scenario where bacterial replication during the chronic phase was reduced by 50%, and they fell between the modeled CEQ values for the static scenario and those for the semidynamic scenario where bacterial replication during the chronic phase was reduced by 90% (Fig. 2). The parallel rise in experimental CFU and CEQ values between 2 and 16 weeks postinfection indicates that stasis is not absolute, although the doubling time of the bacterial population during the chronic phase is increased nearly 70-fold (1,676 h) over that in the acute phase (24.6 h). Thus, although it is likely that bacterial growth continues at a reduced rate during the chronic phase of infection, our results are not consistent with a model in which rapid bacterial cell division is balanced by equally rapid cell death.
Large numbers of bacterial chromosomes can be quantified in mouse lungs.
We considered the possibility that our inability to detect a divergence of CFU and CEQ during the chronic phase of infection might be due to technical limitations in our methods for extraction and quantification of bacterial chromosomes from infected lungs. In order to confirm that there was no ceiling on the number of chromosomes per lung that we could accurately quantify, we enumerated CFU and CEQ in aerosol-infected IFN-
-deficient mice, which are unable to control replication of M. tuberculosis in the lungs (3, 8). By 4 weeks postinfection, shortly before the IFN-
/ mice became moribund, the bacterial load in the lungs had reached
109 CFU per mouse; the number of CEQ detected by QPCR corresponded very closely to the number of CFU detected by plate culture (Fig. 3B). Close correspondence of CFU and CEQ was also observed in immunocompetent C57BL/6 mice infected in parallel, although the numbers were much lower than those in the IFN-
-deficient mice (Fig. 3A). The close correspondence of CFU and CEQ spanning a range of >5 log10 units confirms that our inability to detect a divergence of bacterial CFU and CEQ trajectories in chronically infected mice (Fig. 2) was not due to a technical limitation of the QPCR assay.
Persistence of dead bacteria in mouse lungs. We considered the possibility that our inability to detect substantial accumulation of bacterial chromosomes during the chronic phase of infection might be due to rapid removal or degradation of killed bacteria. This issue was addressed in an earlier study (24), where it was shown that microscopically visible AFB in the lungs persisted in relatively stable numbers for several months despite the elimination of CFU by treatment of mice with antimycobacterial drugs. In order to address this issue by using QPCR to quantify bacterial chromosomes in the lungs, we assessed the impact of INH therapy on viable (CFU) and total (CEQ) bacterial counts in chronically infected C57BL/6 mice. Untreated controls showed relatively stable viable and total counts between 4 and 12 weeks postinfection (Fig. 4B). In contrast, mice treated with INH for 8 weeks (from 4 to 12 weeks postinfection) showed marked reductions in viable counts (3.6 log10 units), whereas total counts remained stable (Fig. 4A). These observations confirm that nonviable tubercle bacilli (and their chromosomes) are not subject to rapid removal or degradation, in agreement with previous results from other groups (5, 24). However, we cannot rule out the possibility that the chromosomes of bacteria that are killed by host immune mechanisms are rapidly degraded, whereas the chromosomes of bacteria that are killed by antimicrobial agents are not. Our results also do not rule out the possibility that the stable number of viable counts in the lungs of chronically infected mice is due to replication in situ balanced by trafficking of organisms out of the lungs, resulting in failure of both CFU and CEQ to accumulate over time.
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The hypothesis that persistent mycobacteria are in a slow-replicating or nonreplicating state is consistent with several observations: (i) induction of a gene expression program that is characteristic of nonreplicating bacilli during the chronic phase of murine infection (28), (ii) the relatively poor efficacy of drugs that target cell wall synthesis (such as INH) when administered to chronically infected mice compared to acutely infected mice (15), (iii) the increased thermal stress resistance of M. tuberculosis (characteristic of stationary-phase cells) in chronically infected mice compared to acutely infected mice (34), (iv) the lack of accumulation of microscopically visible AFB in chronically infected mice (24), and (v) the lack of accumulation of bacterial chromosomes in chronically infected mice (described here). Kanai (11) provided direct proof of the ability of nonreplicating M. tuberculosis to persist in vivo, by showing that continued administration of streptomycin was not necessary for persistence of a streptomycin-dependent strain of M. tuberculosis in chronically infected mice.
The ability of M. tuberculosis to persist without replicating does not imply that bacterial replication is entirely absent in chronically infected individuals or animals, nor does it imply that persistent bacteria are metabolically inactive. Indeed, slow fluctuations in the bacterial load over time, which are typically observed in chronically infected mice, presumably reflect slow or intermittent replication of at least some bacilli (27), and the dramatic increase in bacterial load in late-stage infected mice (22) can be explained only in terms of bacterial replication. Evidence from the Mycobacterium marinum-leopard frog model also supports the idea that chronic mycobacterial infections involve some ongoing bacterial cell division (1). What seems increasingly likely, however, is that M. tuberculosis persistence in chronically infected mice does not represent a highly dynamic equilibrium in which rapid bacterial growth is balanced by equally rapid immune-mediated killing, but rather a relatively static equilibrium in which the rate of bacterial cell division is very low. It is not known to what extent this conclusion can be extrapolated to humans with chronic TB or latent TB infection. Studies on TB lesions in humans suggest that the replicative state of the bacteria may differ depending on the histopathological characteristics of the individual lesions (12, 33, 35).
The replicative and metabolic status of persistent bacilli has important implications for the development of more-effective interventions against persistent M. tuberculosis infections. Treatment of TB is notoriously difficult and protracted, requiring a minimum of 6 to 9 months of multidrug therapy to prevent post-therapy relapse (7). Most of the drugs currently used to treat TB are known to target cellular processes involved in cell growth, such as cell wall biogenesis and DNA replication; consequently, these drugs are less effective against bacteria that are not undergoing rapid cell division (17, 19, 31). Elucidation of the mechanisms required for persistence of M. tuberculosis in a slow-replicating or nonreplicating state in chronically infected individuals might suggest new strategies for targeting persistent bacteria.
This study is dedicated to Philip D'Arcy Hart, whose pioneering research has inspired several generations of TB researchers. ![]()
E.J.M.-E. and J.T. contributed equally to this work. ![]()
Present address: Department of Health Sciences, Faculty of Applied Sciences, Cape Technikon, Cape Town, South Africa. ![]()
¶ Present address: Section of Microbial Pathogenesis, Yale University School of Medicine, New Haven, CT 06536. ![]()
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