© 2006, Elsevier Limited. All rights reserved. The right of Michael Gleeson to be identified as editor of this work has been asserted by him in accordance with the Copyright, Designs and Patents Act 1988. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, with- out the prior permission of the Publishers. Permissions may be sought directly from Elsevier’s Health Sciences Rights Department, 1600 John F. Kennedy Boulevard, Suite 1800, Philadelphia, PA 19103-2899, USA: phone: (+1) 215 239 3804, fax: (+1) 215 239 3805, e-mail: healthpermis- [email protected]. You may also complete your request on-line via the Elsevier homepage (http://www.elsevier.com), by selecting ‘Support and contact’ and then ‘Copyright and Permission. First published 2006 ISBN 0 443 10118 3 British Library Cataloguing in Publication Data Acatalogue record for this book is available from the British Library. Library of Congress Cataloging in Publication Data Acatalog record for this book is available from the Library of Congress. Notice Knowledge and best practice in this field are constantly changing. As new research and experience broaden our knowledge, changes in practice, treatment and drug therapy may become necessary or appropriate. Readers are advised to check the most current information provided (i) on procedures featured or (ii) by the manufacturer of each product to be administered, to verify the recommended dose or formula, the method and duration of administration, and contraindications. It is the responsibility of the practitioner, relying on their own experience and knowledge of the patient, to make diagnoses, to determine dosages and the best treatment for each individual patient, and to take all appropriate safety precautions. To the fullest extent of the law, neither the publisher nor the editor and contributors assume any liability for any injury and/or damage. The Publisher The Publisher's policy is to use paper manufactured from sustainable forests Printed in China vii Contributors Michael Gleeson BSc PhD Professor of Exercise Biochemistry, School of Sport and Exercise Sciences, Loughborough University, Loughborough, UK Nicolette C. Bishop BSc PhD Lecturer in Exercise Physiology, School of Sport and Exercise Sciences, Loughborough University, Loughborough, UK Andrew K. BlanninBSc PhD Lecturer, School of Sport and Exercise Sciences, University of Birmingham, Birmingham, UK Victoria E. Burns BSc PhD Research Fellow, School of Sport and Exercise Sciences, University of Birmingham, Birmingham, UK Graeme I. Lancaster BSc MSc PhD Post-doctoral Researcher, School of Medical Sciences, Division of Biosciences, RMIT University, Bundoora, Melbourne, Victoria, Australia Paula Robson-Ansley BSc PhD Senior Lecturer, Department of Sport and Exercise Science, University of Portsmouth, Portsmouth, UK Neil P. Walsh BSc MSc PhD Lecturer in Physiology, School of Sport, Health and Exercise Sciences, University of Wales, Bangor, UK Martin WhithamBSc PhD Lecturer in Exercise Physiology, School of Sport, Health and Exercise Sciences, University of Wales, Bangor, UK ix Foreword When I conducted my first exercise immunology study in 1984 very little was known about the influence of exercise on immune function. Only a few other investigators, notably Pedersen, Mackinnon and Hoffman-Goetz were conducting exercise immunology studies during the mid-1980s (Pedersen et al 1988, Mackinnon 1986, Hoffman-Goetz et al 1986). My interest in the immunology of exercise was spurred by a brief review article published in the 1984 Olympic issue of the Journal of the American Medical Association (Simon 1984). In this report Simon urged that ‘there is no clear experimental or clin- ical evidence that exercise will alter the frequency or severity of human infections’. This opinion did not coincide with my experience as a marathon athlete. During hard periods of training and after marathon race events I periodically experienced sore throats or sickness and observed the same in other marathoners. On the other hand, during training of normal intensity, I seldom experienced sickness and later observed in a series of surveys with hundreds of athletes that 8 out of 10 runners reported the same experience. I located a clinical immunology researcher (Nehlsen-Cannarella) who was also interested in exercise influences on immunity, and initiated a series of studies that have now spanned two decades. Along the way we have examined immune responses to the entire continuum of exercise workloads (one-minute Wingate tests through 30-minute brisk walks to 27-hour ultramarathons) in all age groups (includ- ing children and the elderly) and fitness levels (from morbidly obese women to Olympic female rowers). We have learned so much, and a list of key findings from my research team and others is as follows: ● Moderate exercise (30-45 minutes’ brisk walking, 5 days per week) produces favourable immune changes that decrease the number of sick days in both young and old adults by 25-50% compared to randomized sedentary controls. This is by far, in my opinion, the most important finding that has emerged from exercise immunology studies during the past two decades, and is consistent with public health recommendations urging people to engage in 30 minutes or more of near-daily physical activity. ● Many components of the immune system exhibit adverse change after prolonged, heavy exertion lasting longer than 90 minutes. These immune changes occur in several compartments of the immune system and body (e.g. the skin, upper res- piratory tract mucosal tissue, lung, blood and muscle). During this ‘open win- dow’ of impaired immunity (which appears to last between 3 and 72 hours, depending on the immune measure), viruses and bacteria may gain a foothold, increasing the risk of subclinical and clinical infection. x FOREWORD ● During and after heavy and intensive exercise workloads, individuals experience a sustained neutrophilia and lymphocytopenia. Of all immune cells, natural killer (NK) cells, neutrophils and macrophages (all of the innate immune system) are the most responsive to the effects of acute exercise, both in terms of numbers and function. The longer and more intense the exercise bout (e.g. competitive marathon races), the greater and more prolonged the response, with moderate exercise bouts (<60% maximal oxygen uptake and <45 minutes’ duration) evoking relatively little change from resting levels. Many mechanisms appear to be involved including exercise-induced changes in stress hormone and cytokine concentrations, body temperature changes, increases in blood flow and dehydration. ● Of the various nutritional countermeasures to exercise-induced immune pertur- bations that have been evaluated thus far, ingestion of carbohydrate beverages during intense and prolonged exercise has emerged as the most effective. However, although carbohydrate supplementation during exercise decreases exercise-induced increases in plasma cytokines and stress hormones, it is largely ineffective in preventing falls in the function of some immune system compon- ents including NK cells and T lymphocytes. Other nutritional countermeasures such as glutamine and antioxidant supplements have had disappointing results and thus the search for others continues. ● As individuals age, they experience a decline in most cell mediated and humoral immune responses. Agrowing number of studies indicate that immune function is enhanced in conditioned versus sedentary elderly subjects and that exercise training improves antibody responses to vaccines and other aspects of immuno- surveillance. The future of exercise immunology is in determining whether or not exercise- induced perturbations in immunity help explain improvements in other clinical out- comes such as cancer, heart disease, type 2 diabetes, arthritis and other chronic diseases. This is an exciting new area of scientific endeavour and preliminary data suggest that immune changes during exercise training are one of multiple mecha- nistic factors. For example, type 2 diabetes and cardiovascular disease are associ- ated with chronic low-grade systemic inflammation. During exercise, interleukin (IL)-6 is produced by muscle fibres and stimulates the appearance in the circulation of other anti-inflammatory ctyokines such as IL-1 receptor antagonist and IL-10. IL-6 also inhibits the production of the proinflammatory cytokine tumour necrosis factor (TNF)-αand stimulates lipolysis and fat oxidation. With weight loss from energy restriction and exercise, plasma levels of IL-6 fall, skeletal muscle TNF-α decreases and insulin sensitivity improves. Thus, IL-6 release from the exercising muscle may help mediate some of the health benefits of exercise including metabolic control of type 2 diabetes (Petersen & Pedersen 2005). The exercise-induced cytokine links between adipose and muscle tissues clearly warrant further study. It is my belief that most of the established health benefits of regular physical activity have a stronger linkage to immune alterations than has previously been suspected. Thus, during the past 20 to 25 years a plethora of research worldwide has greatly increased our understanding of the relationship between exercise, the immune sys- tem and host protection. My friend, Michael Gleeson, and his students and co-work- ers have made an important contribution to exercise immunology in capturing and describing in detail these findings. Michael should be proud of the quality gradu- ate students he has produced, and their excellent grasp of the complex field of exer- cise immunology. This book covers the entire spectrum of studies on exercise, immunology and infection in an organized and readable style. Several other books on exercise immunology have been published, but none has been targeted to the Foreword xi student as has this text. Hopefully this book will be adopted by exercise science and physiology degree programmes worldwide to further enhance knowledge and inter- est in exercise immunology. David C Nieman References Hoffman-Goetz L, Keir R, Thorne R et al 1986 Chronic exercise stress in mice depresses splenic T lymphocyte mitogenesis in vitro. Clinical and Experimental Immunology 66(3):551-557 Mackinnon LT 1986 Changes in some cellular immune parameters following exercise training. Medicine and Science in Sports and Exercise 18(5):596-597 Pedersen BK, Tvede N, Hansen FR et al 1988 Modulation of natural killer cell activity in peripheral blood by physical exercise. Scandinavian Journal of Immunology 27(6):673-678 Petersen AM, Pedersen BK 2005 The anti-inflammatory effect of exercise. Journal of Applied Physiology 98(4):1154-1162 Simon HB 1984 The immunology of exercise: a brief review. Journal of the American Medical Association 252(19):2735-2738 xiii Preface Exercise immunology is a relatively new area of research. Before 1970 there were only a handful of papers describing the effects of exercise on the numbers of circu- lating white blood cells. Since the mid 1970s there has been an increasing number of papers published on this subject, as illustrated in the graph below. The data in the graph were obtained from a literature search in PubMed using the search words ‘exercise immunology’. To date (12 January 2005), 1460 papers are identified by this search of which 361 (25%) are review articles and 1242 (85%) are based on human studies. Interest in this area was prompted by mostly anecdotal reports by athletes, coaches and team doctors that athletes seemed to suffer from a high incidence of infections (predominantly colds and flu). A few epidemiological studies in the 1980s and early 1990s appeared to confirm this higher incidence of upper respiratory tract infection during heavy training in endurance athletes and following competitive prolonged exercise events. Since then hundreds of studies have reported that prolonged exercise results in a temporary depression of immune cell functions. A rather smaller number of studies indicate that a chronic impair- ment of immune function can occur during periods of intensified training. Even 500 s n 450 o ati blic 400 u p y 350 g o ol 300 n u m m 250 e i s ci 200 er x e of 150 er b 100 m u N 50 0 1955 1960 1965 1970 1975 1980 1985 1990 1995 2000 2005 5-year period up to year xiv PREFACE fewer studies suggest that moderate regular exercise is associated with improved immune function and a reduced incidence of infection compared with a completely sedentary lifestyle. Thus, exercise is not universally bad for the immune system; rather it is excessive amounts of exercise (possibly in combination with other stres- sors, e.g. psychological) that result in immune system depression and increased sus- ceptibility to infection. In recent years studies have focused on the possible mechanisms by which exercise improves or impairs immune function. Intervention studies have investigated the effects of diet and nutritional supplements on immune responses to exercise. Other studies have looked at exercise in environmental extremes (heat, cold, altitude) and in particular subpopulations (elderly, obese, HIV patients). Exercise immunology is now established as an area of research in the discipline of exercise physiology and is therefore being introduced as an area of study in sport and exercise science degree programmes in many countries. At present this proba- bly takes the form of a few lectures within a module devoted to exercise physiol- ogy, physiology of training, health of the athlete, or exercise and health. In some universities, however, a full module is devoted to the study of this fascinating sub- ject at undergraduate or master’s level. More institutions would probably introduce the subject if a suitable undergraduate text were available. This book is intended to provide such a text. The subject of exercise immunology is still generally ignored in standard exercise physiology texts and only a couple of books aimed more at researchers and postgraduates have been written on the subject. The last of these was in 1999 and so is already somewhat out of date. In this book we examine the evidence for the relationship between exercise load and infection risk. This is followed by a description of the components of the human immune system and how they function to protect the body from invasion by poten- tially disease-causing microorganisms. This is not to the same depth as in a clinical immunology text, but it does cover the essential details of the structure and func- tion of different immune system cells, soluble factors, the immune response to infec- tion and how the immune system is organized and regulated. The different ways that immune function can be measured are also explained. Emphasis here is on the principles of the tests used and their limitations rather than on the minute detail of the assay methods. Subsequent chapters describe the known effects of acute exer- cise and heavy training on innate (non-specific) and acquired (specific) immunity, the effect of exercise in environmental extremes on immune function and the impact of nutrition on immunity and immune responses to exercise. In recent years it has been established that the plasma levels of some cytokines – regulatory molecules produced by immune cells and other tissues – are markedly altered by exercise and that some of these cytokines have an influence on fuel metabolism. Hence, one chap- ter is devoted to this. The field of exercise immunology has many parallels with the area of psychoneuroimmunology and one of the chapters in this book covers the impact of acute and chronic psychological stress on immune function and suscepti- bility to infection. Practical guidelines that have been developed to help minimize risk of immunodepression and infection in athletes are also explained. Finally, the importance of the relationship between exercise, infection risk and immune function in special populations (elderly, obese, diabetic and HIV patients) and the potential clinical applications of exercise immunology are explored. This book has been written with the needs of both students and course instruc- tors in mind. The aim of this book is to enable the student to understand and eval- uate the relationship between exercise, immune function and infection risk. After reading this book students should be able to: Preface xv ● Describe the characteristics of the components of the immune system. ● Explain how these components are organized to form an immune response. ● Appreciate the ways in which immune function can be assessed. ● Understand the physiological basis of the relationship between stress, physical activity, immune function and infection risk. ● Identify the ways in which exercise and nutrition interact with immune function in athletes and non-athletes. ● Evaluate the strengths and limitations of the evidence linking physical activity, immune system integrity and health. ● Provide guidelines to athletes on ways of minimizing infection risk. In order to reinforce learning, each chapter begins with a list of learning objec- tives and ends with a list of key points, suggestions for further reading and a list of references. At the end of the book a glossary provides definitions of all key terms and abbreviations. The book is structured to provide the basis of a module in exer- cise immunology that could run over one or two semesters. Each chapter is struc- tured in a logical sequence, as it would be presented in a lecture, and the tables and figures used are ones that I and the other contributors currently use in our lectures. This should reduce the time that course instructors have to spend preparing lectures and tutorials. The editor and contributors are all active researchers in exercise and/or stress immunology. One thing they all have in common is that they all studied or worked in the School of Sport and Exercise Sciences at the University of Birmingham, which was one of the first Departments to introduce a module in exercise immunology into the curriculum of its Sport and Exercise Sciences degree programme. Similar modules now run at Loughborough, Bangor and Portsmouth Universities and thus the authors are well versed in teaching this subject which is being continually updated by new research. Many of the contributors are members of the International Society for Exercise and Immunology and I (the editor) am an associate editor of a number of journals, including Exercise Immunology Review. I am particularly proud of this book as the contributors are all people I have taught as undergraduate stu- dents and/or supervised as research students. This book is primarily written for students of sport science, exercise science and human physiology. It is also relevant to students of medicine, biomedical sciences, physiotherapy and health sciences. The more practical aspects may also be of inter- est to athletes, coaches and team doctors. I hope that this book inspires instructors as well as students to delve more deeply into the subject of exercise immunology. Most of all, I hope that you enjoy reading our book on this fascinating subject. Michael Gleeson Loughborough 2005 1 1 Chapter Exercise and infection risk Nicolette C Bishop CHAPTER CONTENTS Learning objectives 1 Summary 8 Introduction 1 Heavy exercise and risk of URTI 8 The J-shaped model 2 Anecdotal reports 8 Moderate exercise and risk of URTI 2 Epidemiological studies 8 Anecdotal reports 2 Possible mechanisms 10 Epidemiological data 3 Summary 12 Moderate exercise and URTI Key points 12 symptoms 5 References 12 Possible mechanisms 6 Further reading 14 LEARNING OBJECTIVES: After studying this chapter, you should be able to ... 1. Describe the J-shaped model of upper respiratory tract infection risk and exercise volume. 2. Evaluate the evidence concerning moderate exercise and upper respiratory tract infection risk. 3. Evaluate the evidence concerning heavy exercise and upper respiratory tract infec- tion risk. INTRODUCTION Upper respiratory tract infections (URTI) such as coughs and colds, throat infections and middle ear infections are a leading cause of visits to general practitioners through- out the world (Graham 1990). Given that the average adult suffers from two to five colds each year (Heath et al 1992) it is not surprising that the socioeconomic conse- quences of these illnesses are considerable in terms of days lost from work and costs of medical consultation, care and over-the-counter remedies. As such, these illnesses present a real concern to the wellbeing of both athletes and the general population and therefore an understanding of the relationship between physical activity and infection risk is of great importance.
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