Principles of Molecular Virology Fifth Edition Alan J. Cann University of Leicester, UK AMSTERDAM(cid:129)BOSTON(cid:129)HEIDELBERG(cid:129)LONDON NEWYORK(cid:129)OXFORD(cid:129)PARIS(cid:129)SANDIEGO SANFRANCISCO(cid:129)SINGAPORE(cid:129)SYDNEY(cid:129)TOKYO AcademicPressisanimprintofElsevier AcademicPressisanimprintofElsevier 225WymanStreet,Waltham,MA02451,USA TheBoulevard,LangfordLane,Kidlington,Oxford,OX51GB,UK FirstEdition1993 SecondEdition1997 ThirdEdition2001 FourthEdition2005 FifthEdition Copyright(cid:1)2012,ElsevierLtd.Allrightsreserved. Nopartofthispublicationmaybereproducedortransmittedinanyformorbyanymeans,electronicormechanical,including photocopying,recording,oranyinformationstorageandretrievalsystem,withoutpermissioninwritingfromthepublisher. Detailsonhowtoseekpermission,furtherinformationaboutthePublisher’spermissionspoliciesandourarrangementswith organizationssuchastheCopyrightClearanceCenterandtheCopyrightLicensingAgency,canbefoundatourwebsite:www. elsevier.com/permissions. ThisbookandtheindividualcontributionscontainedinitareprotectedundercopyrightbythePublisher(otherthanasmaybe notedherein). Notices Knowledgeandbestpracticeinthisfieldareconstantlychanging.Asnewresearchandexperiencebroadenourunderstanding, changesinresearchmethods,professionalpractices,ormedicaltreatmentmaybecomenecessary. Practitionersandresearchersmustalwaysrelyontheirownexperienceandknowledgeinevaluatingandusinganyinformation, methods,compounds,orexperimentsdescribedherein.Inusingsuchinformationormethodstheyshouldbemindfuloftheir ownsafetyandthesafetyofothers,includingpartiesforwhomtheyhaveaprofessionalresponsibility. Tothefullestextentofthelaw,neitherthePublishernortheauthors,contributors,oreditors,assumeanyliabilityforanyinjury and/ordamagetopersonsorpropertyasamatterofproductsliability,negligenceorotherwise,orfromanyuseoroperationofany methods,products,instructions,orideascontainedinthematerialherein. LibraryofCongressCataloging-in-PublicationData Cann,Alan. Principlesofmolecularvirology/AlanJ.Cann. p.cm. Includesindex. ISBN978-0-12-384939-7 1. Molecularvirology. I.Title. QR389.C362012 579.2–dc22 2011010880 BritishLibraryCataloguing-in-PublicationData AcataloguerecordforthisbookisavailablefromtheBritishLibrary. ISBN:978-0-12-384939-7 ForinformationonallAcademicPresspublicationsvisitour Websiteatwww.elsevierdirect.com PrintedinCanada 11 12 13 14 15 9 8 7 6 5 4 3 2 1 Preface to the Fifth Edition ThisisthebookInearlydidn'twrite.Quitealothaschangedformesincethe fourth edition was published, and when discussions began as to whether to produceanewedition,Ihadmydoubts.Frommyperspective,oneofthemain thingsthathaschangedisMicrobiologyBytes.comdthere,andinrelatedspaces such as the MicrobiologyBytes page on Facebook, in the words of Elvis Costello,“EverydayIwritethebook.”Sowhyareyoureadingthis?Although theInternetisfarbetterthanprintedbooksformanythings,thereisclearlystill a strong demand for this book because sometimes it’s good to have a core of knowledgeinoneplace(e.g.,whenitcomestorevisionforexams).Addtothat the translations into other languages(including Chinese) that the last edition received, plus the Amazon Kindle version, and I can reach a wide and appre- ciative audience inthis format. OnceIhadagreedtowriteanewedition,Iwantedtodotwothings.Iwantedto update the technical knowledge throughout, but I also needed to completely rewritethewholebooktomakeitfarmoreaccessible,basedontheexperienceI havegainedwritingonlineoverthepastfewyears.HopefullyIhaveachievedthat. For the fifth edition, readers can now access student and instructor materials online.Pleasevisitstore.elsevier.comandsearchforISBN978-0-12-384939-7. Student materials are available via the companion site link and instructor materials are available via the manuals text link on the Resources tab at the bottom of the page. I would like to thank all the staff of Elsevier, without whose hard work and persuasion this edition would never have appeared. Although we have never metfacetoface,theyresideinmyinbox,constantlyremindingmethatchapters are overdue. Alan J. Cann UniversityofLeicester,UK [email protected] January2011 ix CHAPTER 1 Introduction WHAT’S IN THIS CHAPTER? CONTENTS What Are n Westartbyaskingwhatavirusis,andwelookathowvirusesaredifferent Viruses?................2 fromallotherorganisms.Arevirusesalive?Itdoesn’tmattertoavirus,but Arevirusesalive?.....3 it is afrequently asked question, so wewill considerpossible answers. The History of n Thenwespendashorttimelookingatthehistoryofvirology,becausethe Virology ...............4 wayourpresentknowledgewasacquiredexplainshowwecurrentlythink about viruses. LivingHost n We finishby describingsome techniquesusedto study viruses, ending Systems................6 rightuptodatewiththemostrecentmethods,whichwouldhavesounded Cell Culture like science fiction when the first edition of this book was published. Methods...............8 Serological/ Immunological Methods.............10 Thisbookisabout“molecularvirology,”thatis,virologyatamolecularlevel.It Ultrastructural looks at protein-protein, protein-nucleic acid, and protein-lipid interactions, Studies................11 whichcontrol the structureofvirus particles;the waysvirusesinfect cells;and Molecular how viruses manage to replicate themselves. Later we will also examine the Biology................18 consequences of virus infection for host organisms, but it is important to Summary............23 considerthebasicnatureofvirusesfirst.Beforegoingintodetail,itisusefulto Further knowalittle about thehistoryofvirology, andinparticular,howour present Reading..............23 knowledge of viruses was achieved. Understanding this helps to explain how wethinkaboutvirusesandwhatthecurrentandfutureconcernsofvirologists are. That is the reason for this chapter. There is more biological diversity between viruses than in all the rest of the bacterial, plant, and animal kingdoms put together. This is the result of the success of viruses in parasitizing all known groups of living organisms; understanding this diversity is the key to comprehending the interactions of viruses with their hosts. The principles behind some of the experimental techniquesmentionedinthischaptermaynotbewellknowntoallreaders,so it may be helpful to explore the further reading at the end of this chapter to 1 PrinciplesofMolecularVirology.DOI:10.1016/B978-0-12-384939-7.10001-8 Copyright(cid:1)2012,ElsevierLtd.Allrightsreserved. 2 CHAPTER 1: Introduction become more familiar with these methods or you will not be able to under- standthecurrentresearchliterature.Inthisandsubsequentchapters,termsin the text in bold red print are defined in the glossary found in Appendix 1. (the WEB icon) tells you that you can find an interactive learning resource on the web site. BOX 1.1. DON’T SAY VIRALTO ME Ifyoureadaboutviruses,you’llprobablycomeacrosstheword“viral”quitequickly.Most virologistsuseitthesedays,butIhateit.That’sbecausethewordvirusisanoun,but“viral” isanadjectivedescribingsomethingrelatingto,orcausedbyavirus.AsfarasI’mconcerned, using nouns as adjectives is wrong, but most people don’t seem to mind this one. If you wantedtodescribechickensoup,wouldyousayitwaschickenalflavored?Ifyouwantto usethewordviral,goodlucktoyou,justdon’tsayittomeunlessyouuseit properly,for example,“antiviraldrug.” WHAT ARE VIRUSES? Viruses are submicroscopic, obligate intracellular parasites. They are too small to be seen by optical microscopes, and they have no choice but to replicate inside host cells. This simple but useful definition goes a long way toward describing viruses and differentiating them from all other types of organisms. However, this short definition is not completely adequate. It is not a problem to differentiate viruses from multicellular organisms such as plants and animals. Even within the broad scope of microbiology covering prokaryotic organisms as well as microscopic eukaryotes such as algae, protozoa, and fungi, in most cases this simple definition is enough. However, a few groups of prokaryotic organisms also have specialized intracellular parasitic life cycles and overlap with this description. These are the Rickettsiae and Chlamydiaedobligate intracellular parasitic bacteria that have evolved to be so cell-associated that they can exist outside the cells of theirhostsforonlyashortperiodoftimebeforelosingviability.Acommon mistakeistosaythatvirusesaresmallerthanbacteria.Though thisistruein most cases, size alone does not distinguish them. The largest virus known (Mimivirus) is 400 nm in diameter, while the smallest bacteria (e.g., Myco- plasma) are only 200 to 300 nm long. Nor does genetic complexity separate virusesfromotherorganisms.Thelargestvirusgenome(Mimivirus,1.2Mbp (million base pairs)) is twice as big as the smallest bacterial genome (Mycoplasma genitalium, 0.58 Mbp), although it is still shorter than the smallest eukaryotic genome (the parasitic protozoan Encephalitozoon, 2.3 Mbp). For these reasons, it is necessary to go further to produce a definition of how viruses are unique: What Are Viruses? 3 1. Virusparticlesareproducedfromtheassemblyofpreformedcomponents, whileother biological agents grow from anincreasein the integrated sum of their components andreproduce by division. 2. Virusparticles(virions) donot grow or undergo division. 3. Viruseslackthegeneticinformationthatencodesthetoolsnecessaryforthe generation of metabolic energy or for protein synthesis (ribosomes). No known virus has the biochemical or genetic means to generate the energy necessary to drive all biological processes. They are absolutely dependent on theirhostcells forthisfunction.Lackingtheabilitytomakeribosomesisone factor that clearly distinguishes viruses from all other organisms. Although therewillalwaysbesomeexceptionsanduncertaintiesinthecaseoforganisms that are too small to see easily and in many cases difficult to study, these guidelines are sufficientto define what avirus is. A number of virus-like agents possess properties that confuse the previous definition, yet are clearly more similar to viruses than other organisms. These arethesubviralelementsknownasviroids,virusoids,andprions.Viroidsare small(200e400nucleotide),circularRNAmoleculeswitharod-likesecondary structure. They have no capsid or envelope and are associated with certain plantdiseases.Theirreplicationstrategyislikethatofvirusesdtheyareobligate intracellularparasites.Virusoidsaresatellite,viroid-likemolecules,abitlarger than viroids (approximately 1000 nucleotides), which are dependent on the presenceofvirusreplicationfortheirmultiplication(thereasontheyarecalled satellites). They are packaged into virus capsids as passengers. Prions are infectiousproteinmoleculeswithnonucleicacidcomponent.Confusionarises fromthefactthattheprionproteinandthegenethatencodesitarealsofound in normal uninfected cells. These agents are associated with diseases such as CreutzfeldteJakob disease in humans, scrapie in sheep, and bovine spongi- form encephalopathy (BSE) in cattle. Chapter 8 deals with these subviral infectious agents in more detail. Genomeanalysishasshownthatmorethan10%oftheeukaryoticcellgenome is composed of mobile retrovirus-like elements (retrotransposons), which mayhavehadaconsiderableroleinshapingthesecomplexgenomes(Chapter 3). Furthermore, certain bacteriophage genomes closely resemble bacterial plasmids in their structure and in the way they are replicated. Research has revealed that the evolutionary relationship between viruses and other living organismsis perhaps more complex than was previously thought. Are viruses alive? As discussed earlier, viruses do not reproduce by division but are assembled from preformed components, and they cannot make their own energy or proteins.Avirus-infectedcellismorelikeafactorythanawomb.Oneviewis 4 CHAPTER 1: Introduction that inside their host cell viruses are alive, whereas outside it they are only complexarrangementsofmetabolicallyinertchemicals.Chemicalchangesdo occurinextracellularvirusparticles,asexplainedinChapter4,butthesearein not the growth of a living organism. This is a bit problematicdalive at some timesbutnotatothers.Virusesdonotfitintomostofthecommondefinitions oflifedgrowth,respiration,andsuch.Ultimately,whethervirusesarealiveor notisamatterofpersonalopinion,butitisusefultomakeyourdecisionafter considering the facts. Some of the reading at the end of this chapter will help youconsiderthe evidence. BOX 1.2. ARE VIRUSES ALIVE? WHO CARES? Virusesdon’tcareifwethinktheyarelivingornot.AndIdon’tcaremucheither,becauseasfar asI’mconcerneditismuchmoreimportanttounderstandhowvirusesreplicatethemselvesand interactwiththeirhosts.Butyoumightcare,eitherbecauseyouareaphilosophicalpersonwho likesthinkingaboutthesethings,orbecauseyouhavetowriteanessayoransweranexam questiononthesubject.Inthatcase,itisimportanttoconsiderhowyoudefinewhataliving organismisandhowvirusesaresimilarordifferenttomicroorganismsweconsidertobealive (you’regoingtomakelifehardforyourselfifyoustartcomparingthemtohumans).Thisisnot asimplequestion,andanysimpleansweris,quitesimply,wrong. THE HISTORY OF VIROLOGY Humanknowledge ofvirusdiseases goes back alongway, although it is only much more recently that we have become aware of viruses as distinct from other causes of disease. The first written record of a virus infection is a hiero- glyph from Memphis, the capital of ancient Egypt, drawn in approximately 3700 BCE, which depicts a temple priest showing typical clinical signs of paralyticpoliomyelitis.PharaohRamsesV,whodiedin1196BCEandwhose well-preservedmummifiedbodyisnowinaCairomuseum,isbelievedtohave diedfromsmallpoxdthecomparisonbetweenthepustularlesionsontheface of this mummy and those ofmorerecent patients isstartling. Smallpox was endemic in China by 1000 BCE. In response, the practice of variolation was developed. Recognizing that survivors of smallpox outbreaks wereprotectedfromsubsequentinfection,peopleinhaledthedriedcrustsfrom smallpox lesionslikesnuffor,inlatermodifications,inoculated thepus from a lesion into a scratch on the forearm. Variolation was practiced for centuries andwasshowntobeaneffectivemethodofdiseaseprevention,althoughrisky becausetheoutcomeoftheinoculationwasnevercertain.EdwardJennerwas nearlykilledbyvariolationattheageofseven!Notsurprisingly,thisexperience spurredhimontofindasaferalternativetreatment.OnMay14,1796,heused cowpox-infectedmaterialobtainedfromthehandofSarahNemes,amilkmaid The History of Virology 5 from his home village of Berkeley in Gloucestershire, England, to successfully vaccinate 8-year-old James Phipps. Although initially controversial, vaccina- tion against smallpox was almost universally adopted worldwide during the nineteenth century. Thisearlysuccess,althoughatriumphofscientificobservationandreasoning, wasnotbasedonanyrealunderstandingofthenatureofinfectiousagents.This arose separately from another line of reasoning. Antony van Leeuwenhoek (1632e1723),aDutchmerchant,constructedthefirstsimplemicroscopesand with these identified bacteria as the “animalcules” he saw in his specimens. However, it was not until Robert Koch and Louis Pasteur in the 1880s jointly proposedthe“germtheory”ofdiseasethatthesignificanceoftheseorganisms becameapparent.Kochdefinedfourfamouscriteria,whicharenowknownas Koch’s postulates and still generally regarded as the proof that an infectious agent isresponsible for aspecificdisease: (cid:1) Theagent must be present ineverycase ofthe disease. (cid:1) Theagent must be isolated from the host and grown in vitro. (cid:1) The disease must be reproduced when a pure culture of the agent is inoculated intoahealthysusceptible host. (cid:1) The same agent must be recovered once again from the experimentally infected host. Subsequently, Pasteur worked extensively on rabies, which he identified as beingcausedbyavirus(fromtheLatinfor“poison”),butdespitethishedid not discriminate between bacteria and other agents of disease. In 1892, Dimitri Iwanowski, a Russian botanist, showed that extracts from diseased tobacco plants could transmit disease to other plants after being passed through ceramic filters fine enough to retain the smallest known bacteria. Unfortunately, he did not realize the full significance of these results. A few yearslater(1898), Martinus Beijerinickconfirmed and extended Iwanowski’s resultsontobaccomosaicvirus(TMV)andwasthefirsttodevelopthemodern idea of the virus, which he referred to as contagium vivum fluidum (soluble livinggerm).FreidrichLoefflerandPaulFrosch(1898)showedthatasimilar agent was responsible for foot-and-mouth disease in cattle, but, despite the realization that these new found agents caused disease in animals as well as plants,peoplewouldnotaccepttheideathattheymighthaveanythingtodo with human diseases. This resistance was finally dispelled in 1909 by Karl LandsteinerandErwinPopper,whoshowedthatpoliomyelitiswascausedby a“filterableagent”dthefirsthumandiseasetoberecognizedasbeingcaused by a virus. Frederick Twort (1915) and Felix d’Herelle (1917) were the first to recognize viruses that infect bacteria, which d’Herelle called bacteriophages (eaters of bacteria).Inthe1930sandsubsequentdecades,pioneeringvirologistssuchas 6 CHAPTER 1: Introduction SalvadorLuria,MaxDelbruck,andothersusedthesevirusesasmodelsystems to investigate many aspects of virology, including virus structure (Chapter 2), genetics (Chapter 3), and replication (Chapter 4). These relatively simple agentshavesinceprovedtobeveryimportanttoourunderstandingofalltypes of viruses, including those of humans, which can be much more difficult to propagate and study. The further history of virology is the story of the devel- opment of experimental tools and systems with which viruses could be examinedandthatopenedupwholenewareasofbiology,includingnotonly thebiologyofthevirusesthemselvesbutinevitablyalsothebiologyofthehost cells on whichtheyare dependent. LIVING HOST SYSTEMS In1881,LouisPasteurbegantostudyrabiesinanimals.Overseveralyears,he developed methods of producing attenuated virus preparations by progres- sively drying the spinal cords of rabbits experimentally infected with rabies, which,wheninoculatedintootheranimals,wouldprotectfromdiseasecaused by virulent rabies virus. In 1885, he inoculated a child, Joseph Meister, with this, the first artificially produced virus vaccine (since the ancient practice of variolation and Jenner’s use of cowpox virus for vaccination had relied on naturallyoccurringviruses).Wholeplantshavebeenusedtostudytheeffects of plant viruses after infection ever since tobacco mosaic virus was first discovered by Iwanowski in 1892. Usually such studies involve rubbing preparations containing virus particles into the leaves or stem of the plant to cause infection. During the SpanisheAmerican War of the late nineteenth century and the subsequent building of the Panama Canal, the number of American deaths due to yellow fever was colossal. The disease also appeared to be spreading slowly northward into the continental United States. In 1900, through experimental transmission of the disease to mice, Walter Reed demonstrated that yellow fever was caused by a virus spread by mosquitoes. This discovery eventually enabled Max Theiler in 1937 to propagate the virus in chick embryosandtoproduceanattenuatedvaccinedthe17Dstraindwhichisstill in use today. The success of this approach led many other investigators from the 1930s to the 1950s to develop animal systems to identify and propagate pathogenic viruses. Culturesofeukaryoticcellscanbegrowninthelaboratory(thisisknownas invitroortissueculture)andvirusescanbepropagatedinthesecultures,but these techniques are expensive and technically demanding. Some viruses such as influenza virus will replicate in the living tissues of developing embryonated hen eggs. Egg-adapted strains of influenza virus replicate well in eggs and very high virus titres can be obtained. Embryonated hen eggs Living Host Systems 7 were first used to propagate viruses in the early decades of the twentieth century. This method has proved to be highly effective for the isolation and culture of many viruses, particularly strains of influenza virus and various poxviruses (e.g., vaccinia virus). Counting the pocks on the chorioallantoic membrane of eggs produced by the replication of vaccinia virus was the first quantitative assay for any virus. Animal host systems still have their uses in virology: (cid:1) Toproducevirusesthatcannotbeeffectivelystudiedinvitro(e.g.,hepatitis B virus) (cid:1) Tostudythepathogenesisofvirusinfections(e.g.,HIVanditsnearrelative, SIV) (cid:1) To test vaccine safety (e.g., oral poliovirus vaccine) Nevertheless, they are increasinglybeingdiscardedfor the following reasons: (cid:1) Breeding and maintenance of animals infected with pathogenic viruses is expensive. (cid:1) Thesearecomplexsystemsinwhichitissometimesdifficulttoisolatethe effects ofvirusinfection. (cid:1) Results obtained are not alwaysreproducibledue to host variation. (cid:1) Unnecessary or wasteful use of experimental animals is morally unacceptable. With the exception of studying pathogenesis, use of animals is generally being overtaken by faster and cheaper molecular biology methods. In the 1980s the first transgenic animals were produced that carried the genes of other organisms. Inserting all or part of a virus genome into the DNA of an embryo (typically of a mouse) results in expression of virus mRNA and proteins in the animal. This allows the pathogenic effects of virus proteins, individually and in various combinations, to be studied in living hosts. SCID-hu mice have been constructed from immunodeficient animals transplanted with human tissue. These mice form an intriguing model to study the pathogenesis of human immunodeficiency virus (HIV) because there is no real alternative to study the properties of HIV in vivo. Similarly, transgenic mice have proved to be vitally important in understanding the biology of prion genes. Although these techniques raise the same moral objections as old-fashioned experimental infection of animals by viruses, they are immensely powerful new tools for the study of virus pathogenicity. A growing number of plant and animal virus genes have been analyzed in thisway,buttheresultshavenotalwaysbeenasexpected,andinsomecases it has proved difficult to equate the observations obtained with those gathered from experimental infections. Nevertheless, this method has become quite widely used in the study of important diseases where few alternative models exist.