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The microbe is so very small.

You cannot make him out at all,

But many sanguine people hope

To see him through a microscope.

His jointed tongue that lies beneath

A hundred curious rows of teeth;

His seven tufted tails with lots

Of lovely pink and purple spots,

On each of which a pattern stands,

Composed of forty separate bands;

His eyebrows of a tender green;

All these have never yet been seen –

But Scientists, who ought to know,

Assure us that they must be so …

Oh! let us never, never doubt

What nobody is sure about.

‘The Microbe’ (1896), Hilaire Belloc

(1) Virology

Ebola virus disease (full documentary)

Ebola virus disease - World Health Organization


مرض فيروس إيبولا

Maladie à virus Ebola (EVD)

Болезнь, вызванная вирусом Эбола (ББВЭ)

Enfermedad por el virus del Ebola

Global Alert and Response (GAR) - Laboratory and virology - World Health Organization

Virology Journal


Primitive microbes evolved on Earth approximately three billion years ago but were isolated by humans only in the late 19th century, around 20 years before Hilaire Belloc wrote ‘The Microbe’. Written to amuse, the poem nonetheless reflects the scepticism of the times. It must have taken a huge leap of faith for people to accept that tiny, living organisms were responsible for diseases that had hitherto been attributed variously to the will of the gods, the alignment of planets, or miasmic vapours emanating from swamps and decomposing organic material. Of course, this realization did not dawn overnight, but as more and more bacteria were identified, the ‘germ theory’ took hold, and by the beginning of the 20th century it was widely accepted even in non-scientific circles that microbes could cause disease.

Key to this momentous leap in understanding were technical developments in microscopes made by the Dutch lens-maker Antonie van Leeuwenhoek (1632–1723) in the 16th century. He was the first to visualize microbes, but it was not until the mid-1800s that Louis Pasteur (1822–95) working in Paris and Robert Koch (1843–1910) in Berlin carried out the ground-breaking scientific work which established ‘germs’ as the cause of infectious diseases, earning them the title ‘the founding fathers of microbiology’. Pasteur was instrumental in dispelling the general belief in ‘spontaneous generation’, that is, the generation of life from inorganic material. At the time, the growth of moulds on stored food and drink was a particular problem. Pasteur demonstrated that this could be prevented in broth first by boiling and then by placing it in a chamber with filters to exclude the entry of any particulate material from the air. This demonstrated the existence of airborne microscopic ‘germs’. In 1876, Koch isolated the first bacterium, Bacillus anthracis, and soon developed methods for growing microbes in the laboratory.

One after another, feared diseases like anthrax, tuberculosis, cholera, diphtheria, tetanus, and syphilis delivered up their secrets as their causative microbes were identified and characterized. It became clear that bacteria have a structure similar to mammalian cells, most having a cell wall surrounding cytoplasm that contains a single, coiled, circular molecule of DNA. The majority of bacteria are free living, meaning that they can manufacture all the proteins they need, metabolize, and divide without the help of other organisms.

Despite this success in isolating pathogenic bacteria, there remained a group of infectious diseases which stubbornly resisted all attempts to isolate their causative organisms, including common and lethal infections such as smallpox, measles, mumps, rubella, and flu. These microbes were obviously very small as they passed through filters that trapped bacteria, and in consequence were called ‘filterable agents’. At the time, most scientists thought these were just tiny bacteria.

In 1876, Adolf Mayer (1843–1942), director of the Agricultural Experimental Station in Wageningen, Holland, began to investigate a new disease of tobacco plants which was devastating the valuable Dutch tobacco industry. He called it ‘tobacco mosaic disease’ because of the mottled pattern it produces on the diseased plant’s leaves. Mayer was the first to show that the disease was infectious when he transmitted it to a healthy plant by rubbing its leaves with sap extracted from a diseased plant. He concluded that the disease was caused by a very small bacterium or a toxin, but he did not pursue the research any further.

Later, biologist Dmitry Ivanovsky (1864–1920) also worked on tobacco mosaic disease around 5,000 to 10,000 years agoE6Pat the University of St Petersburg in Russia. He called the disease ‘wildfire’, and in 1892 demonstrated that its causative agent passed through filters that trapped bacteria and, like Mayer, suggested it was caused by a chemical toxin produced by a bacterium.

Then in 1898, Martinus Beijerinck (1851–1931), a microbiology teacher at the Agricultural School in Wageningen, followed up on Mayer’s experiments. Unaware of Ivanovsky’s work, he repeated the filter experiments that demonstrated a tiny filterable agent, but he further showed that the agent grew in dividing cells and regained its full strength each time it infected a plant. He concluded that it must be a living microbe, and was the first to coin the name virus, from the Latin meaning a poison, venom, or slimy fluid.

By the beginning of the 20th century, viruses were defined as a group of microbes that were infectious, filterable, and required living cells for their propagation, but the nature of their structure remained a mystery. In the 1930s, tobacco mosaic virus was obtained in crystalline form, suggesting that viruses were purely composed of protein, but shortly afterwards a nucleic acid component was discovered and shown to be essential for infectivity. However, it was not until the invention of the electron microscope in 1939 that viruses were first visualized and their structure elucidated, showing them to be a unique class of microbes.

Viruses are not cells but particles. They consist of a protein coat which surrounds and protects their genetic material, or, as the famous immunologist Sir Peter Medawar (1915–87) termed it, ‘a piece of bad news wrapped up in protein’. The whole structure is called a virion, and the outer coat is called the capsid. Capsids come in various shapes and sizes, each characteristic of the virus family to which it belongs. They are built up of protein subunits called capsomeres, and it is the arrangement of these around the central genetic material that determines the shape of the virion. For example, poxviruses are brick-shaped, herpesviruses are icosahedral (twenty-sided spheres), the rabies virus is bullet shaped, and tobacco mosaic virus is long and thin like a rod. Some viruses have an outer layer surrounding the capsid called an envelope.

Most viruses are too small to be seen under a light microscope. In general, they are around 100 to 500 times smaller than bacteria, varying in size from 20 to 300 nanometres in diameter (nm; 1 nm is a thousand millionth of a metre). However, the recently discovered giant, the mimivirus (short for ‘microbe-mimicking virus’; of which more later), is an exception, with a diameter of around 700 nm; larger than some bacteria.

Inside the virus capsid is its genetic material, or genome, which is either RNA or DNA depending on the type of virus. The genome contains the virus’s genes, which carry the code for making new viruses, and transmits these inherited characteristics to the next generation. Viruses usually have between 2 and 200 genes, but again mimivirus is most unusual in having an estimated 600 to 1,000 genes, even more than many bacteria.

1.The structure of viruses Cells of free-living organisms, including bacteria, contain a variety of organelles essential for life such as ribosomes that manufacture proteins, mitochondria or other structures that generate energy, and complex membranes for transporting molecules within the cell, and also across the cell wall. Viruses, not being cells, have none of these and are therefore inert until they infect a living cell. Virus particles resemble seeds which can only spring into life when they find the right soil. But unlike seeds, viruses do not carry the genes to code for all the proteins they require to ‘germinate’ and complete their life cycle. So they hijack a cell’s organelles and use what they need, often killing the cell in the process. This lifestyle means that viruses are obliged to obtain essential components of their life cycle from other living things and are therefore called obligate parasites. Even mimivirus, which infects amoebae, has to borrow the amoeba’s organelles to manufacture its proteins in order to assemble new mimiviruses.

Plant viruses either enter cells through a break in the cell wall or are injected by a sap-sucking insect vector like an aphid. They then spread very efficiently from cell to cell via plasmodesmata, the pores that transport molecules between cells. In contrast, animal viruses infect cells by binding to specific receptor molecules on the cell surface. The cell receptor is like a lock, and only viruses that carry the right receptor-binding key can open the lock and enter that particular cell. Receptor molecules differ from one type of virus to another, and although some are found on most cells, others are restricted to certain cell types. A well-known example is human immunodeficiency virus (HIV) that carries the entry key for the CD4 lock, so only cells with CD4 molecules on their surface can be infected by HIV.

This specific interaction defines the outcome of the infection, and in the case of HIV leads to destruction of CD4-positive ‘helper’ T cells that are critical to the immune response. This results in failure of the immune system, with the risk of serious opportunistic infections and, if no treatment is given, eventual death of the individual.

Once a virus has bound to its cellular receptor, the capsid penetrates the cell and its genome (DNA or RNA) is released into the cell cytoplasm. The main ‘aim’ of a virus is to reproduce successfully, and to do this its genetic material must download the information it carries. Mostly, this will take place in the cell’s nucleus where the virus can access the molecules it needs to begin manufacturing its own proteins. However, some large viruses, like pox viruses, carry genes for the enzymes they need to make their proteins and so are more self-sufficient and can complete the whole life cycle in the cytoplasm.

Once inside a cell, DNA viruses simply masquerade as pieces of cellular DNA, and their genes are transcribed and translated using as much of the cell’s machinery as they require for their own virus production line. The viral DNA code is transcribed into RNA messages which are read and translated into individual viral proteins by the cell that smallpox virus is most closely related to the ribosomes. The separate virus components are then assembled into thousands of new viruses which are often so tightly packed inside the cell that it eventually bursts open and releases them, inevitably killing the cell. Alternatively, new viruses leave rather more sedately by budding through the cell membrane. In the latter case, the cell may survive and act as a reservoir of infection. RNA viruses are one step ahead of DNA viruses in already having their genetic code as RNA. As they carry enzymes that enable their RNA to be copied and translated into proteins, they are not so dependent on cellular enzymes and can often complete their life cycle in the cytoplasm without causing major disruption to the cell.

Retroviruses are a family of RNA viruses that include HIV and have evolved a unique trick for establishing a lifelong infection of a cell while hiding from immune attack. Retrovirus particles contain an enzyme called reverse transcriptase, which, once inside a cell, converts their RNA to DNA. This viral DNA can then join, or integrate, into the cell’s DNA using another enzyme carried by the virus called integrase. The integrated viral sequence is called the provirus, and is effectively archived in the cell, remaining there permanently to be copied along with cellular DNA when the cell divides. The provirus is inherited by the two daughter cells, so building up a store of infected cells inside its host. At any time, a provirus can manufacture new viruses which bud from the cell surface, but in this instance it kills the cell. In mammalian cells, the process of copying DNA during cell division is highly regulated, with a proof-reading system and several checkpoints in place to detect damaged or miscopied DNA and to correct the mistakes. If the damage is too great to be corrected, cells have an ‘auto-destruct’ programme called apoptosis that induces death rather than allowing the cell to pass on its faulty DNA. Despite these checks, mistakes slip through, causing mutations to be replicated and passed on to future generations.

In humans, mutations arise at a rate of one in every million nucleotides (called base pairs, of which our DNA has 3 x 10 9) per generation, but they appear more frequently in viruses. This is partly because, compared to the human generation time of around 30 years, viruses can reproduce in a day or two. Also, there is no proof-reading system for RNA, so viruses with an RNA genome have a high mutation rate of around one in every thousand base pairs per generation. Thus, every time a virus infects a cell, its DNA or RNA may be copied thousands of times, and as each new strand is incorporated into a new virus particle, every round of infection throws up several mutant viruses. This high mutation rate in viruses is their lifeline; in some, it is essential for their survival. Each round of infection produces some viruses that are non-viable due to mutations that interrupt the function of essential genes and others with mutations that cause no change in function. However, a few of the offspring will have beneficial mutations, giving them a selective advantage over their siblings. The benefit m that smallpox virus is most closely related to the result in any number of advantages, including a heightened ability to fight, or hide from, immune attack; to survive and spread between hosts; to resist antiviral drugs; or to reproduce at a faster rate. Whatever the advantage, it will lead to that particular mutant virus outstripping its siblings and eventually taking over in the population. Examples of this are common, particularly among RNA viruses like measles, which has been infecting the human population for around 2,000 years. Despite this, scientists calculate that the present-day measles strain arose only about 100 to 200 years ago. Presumably, this virus was ‘fitter’ than its predecessor in some way; perhaps it had better spreading powers, and so eventually replaced the former strain worldwide. Another famous example is HIV, which rapidly evolves resistance to the drugs used to control the infection. In practice, this means that several antiretroviral drugs have to be used together for effective treatment, and even then drug resistance is a growing problem. When a drug-resistant virus is transmitted to an uninfected person, the new infection is much more difficult to control. The same process has also foiled all attempts to make an effective HIV vaccine. Analysing the mutations in its genome is a useful way of tracking a virus’s history. The molecular clock hypothesis, which was developed in the 1960s, states that the mutation rate per generation is constant for any given gene. In other words, as applied to viruses, two samples of the same type of virus isolated at the same time from different sources will have evolved for the same length of time since their common ancestor. Since they will both have been accumulating mutations at a constant rate, the degree of difference between their gene sequences provides a measure of the time that has passed since their common ancestor. This way of measuring evolutionary time has been verified in higher life forms by comparing the dates of origin estimated by the molecular clock with those estimated from fossil records, but unfortunately viruses leave no such records. Nevertheless, scientists use the molecular clock to estimate the time of origin of certain viruses, and plot evolutionary (or phylogenetic) trees showing their degree of relatedness to other viruses. Because viruses have a high mutation rate, significant evolutionary change, estimated at around 1% per year for HIV, can be measured over a short timescale. Since the rate of change for any particular gene is fairly constant, the longer the gene has been evolving, the more mutations it will acquire. So the history of two related viruses can be traced in time back to their common ancestor using this so-called ‘molecular clock’.

The technique was used to uncover the history of the measles virus. It was also used to discover that smallpox virus is most closely related to the pox viruses of camels and gerbils, suggesting that all three arose from a common ancestor around 5,000 to 10,000 years ago. Because virus particles are inert, without the ability to generate energy or manufacture proteins independently, they are not generally regarded as living organisms. Nonetheless, they are pieces of genetic material that parasitize cells, very efficiently exploiting the cells’ internal machinery to reproduce them. So how and when did these cellular hijackers originate?

This is a controversy to which we do not yet know the answer, although it is now generally accepted that viruses are truly ancient. The fact that viruses sharing common features infect organisms in all three domains of life – Archaea, Bacteria, and Eukarya – suggests that they evolved before these domains separated from their common ancestor, called the ‘last universal cellular ancestor’ (LUCA).

There are three main theories to explain the origin of viruses.

The tobacco mosaic disease virus first theory suggests that viruses were the first organisms to arise in the ‘primordial soup’ around four billion years ago. Given that modern-day viruses are obligate parasites that must infect a cell and use its organelles in order to reproduce, this theory proposes that large DNA viruses, for example poxviruses, may represent a previously free-living life form that has now lost its ability to reproduce independently.

The second and third theories both propose that viruses originated before the advent of DNA, when primitive, pre-LUCA cells used RNA as their genetic material. One theory suggests that viruses derived from escaped fragments of this RNA that acquired a protein coat and became infectious. The other theory proposes that viruses represent primitive RNA cells that have been reduced to a parasitic lifestyle through being out-competed when other, more complex cells evolved. Both these theories are easier to believe when considering RNA rather than DNA viruses, and so scientists have proposed that DNA viruses evolved from their more ancient RNA counterparts. This suggestion is supported by the existence of retroviruses, with their ability to transcribe RNA into DNA. In so doing, they reverse the more usual flow of genetic information that goes from DNA to RNA to protein. No one believed this was possible until the retrovirus reverse transcriptase enzyme was discovered in 1970. Perhaps retroviruses represent the missing link between the ancient RNA and modern DNA worlds. Virus evolution is a fascinating field of research which remains a hot topic, but until it is resolved, the question of how viruses fit into the tree of life remains unanswered.

During the early 20th century, criteria were developed for determining whether an infectious agent was in fact a virus. The agent had to pass through filters that retained bacteria, had to be infectious, and unable to grow in cultures that supported bacterial growth. Virus identification was greatly enhanced by the invention of the electron microscope in the late 1930s, and this was thereafter routinely used to discover new viruses and characterize their sizes and shapes more precisely. Once it was appreciated that viruses carried either DNA or RNA, but never both, a system of classification was devised based on the following criteria to assign viruses into families, genera, and species:

  • • The type of nucleic acid (DNA or RNA);
  • • The shape of the virus capsid;
  • • The capsid diameter and/or number of capsomeres;
  • • The presence or absence of an envelope.

Since the early 1980s, when the first virus genome was fully sequenced, this has become a routine technique that provides valuable information for virus classification. Indeed, with increasingly sophisticated methods for virus discovery, many viruses are now identified long before their actual physical structure is visualized. In these cases, the molecular structure of the DNA or RNA is compared with that of other known viruses to assign the new virus to a family.

The discovery of the hepatitis C virus in 1989 was the first that used molecular probes. After the isolation of hepatitis A and B viruses, people with symptoms characteristic of viral hepatitis regularly presented at the clinic but were not infected with either of these viruses.


(2) Virology

WHO Director-General addresses UN Security Council on Ebola

Nipah Virus (NiV) Infectio - World Health Organization



H1N1 Influenza A Virus (Swine Flu)

Viruses are everywhere

Until a short while ago, most virus discovery programmes were fuelled by attempts to find the causative agents of human, animal, and plant diseases, well-known recent examples being SARS (severe acute respiratory syndrome) and AIDS (acquired immune deficiency syndrome). This has given the impression that viruses generally cause disease, but molecular techniques for large-scale environmental genome sampling show that this is far from true. It is now clear that viruses form a huge biomass of enormous variety and complexity in the environment, the whole being aptly termed the ‘virosphere’. Microbes are by far the most abundant life form on Earth. Globally, there are about 5 x 10 (X30) bacteria, and viruses are at least 10 times more common – thus making viruses the most numerous microbes on Earth. In other words, there are more viruses in the world than all other forms of life added together.

Viruses are also staggeringly diverse, with an estimated 100 million different types. Perhaps it is not surprising, then, to find that they have invaded every niche occupied by living things, including the most inhospitable places, such as hydrothermal vents in the deep oceans, under the polar ice caps, and in salt marshes and acid lakes. These are all locations favoured by certain archaean species known as ‘extremophiles’. The viruses that infect archaea and bacteria are called bacteriophages (or phages for short) and have a certain structural resemblance to a rocket on a launch pad.

Recent virus hunting has uncovered viruses of astonishingly varied shapes and sizes, and one of the most remarkable is the mimivirus, introduced in Chapter 1. During an investigation of a pneumonia outbreak in 1992, this virus was found by chance inside amoebae living in a water-cooling tower in Bradford, UK. This giant virus was at first assumed to be a bacterium living inside the amoeba cell.

As such, it seemed of little interest and was set aside, until several years later when scientists sequenced its genome and revealed the largest virus ever known. Among its approximately 600 genes, of which 75% are of completely unknown origin and function, there are genes involved in genome translation never found in viruses before. Only a handful of the mimivirus genes have known relatives among those of bacteria, archaea, and eukaryotes, but these few have been used to map its position in the tree of life. Surprisingly, mimivirus genes are most similar to those of eukaryotes so that this virus falls into an evolutionary position at a point before the animal and plant kingdoms split, and therefore clearly has a very long and interesting history.

The discovery of mimi World Health Organization (WHO) or depending on the virus was not just a freak event. We now know that natural, untreated water is teeming with viruses and, in fact, viruses are the most abundant life forms in the oceans. The oceans cover 65% of the globe’s surface and, as there are up to 10 billion viruses per one litre of sea water, the whole ocean contains around 4 x 10 (x30) - enough, when laid side by side, to span 10 million light years.

So what is this mêlée of viruses doing in the oceans, and is it of any importance?

The study of microbial oceanography is still in its infancy but, by using robots to collect series of samples through time and water depths, and large-scale genomic analysis, we are beginning to glimpse this underwater menagerie, and find clues suggesting that it plays a vital role in maintaining life on Earth. Of course, many marine viruses cause diseases in marine animals and in so doing pose a real threat to commercial enterprises and conservation projects. Examples here include the highly infectious and lethal white spot syndrome virus that has devastated shrimp farms around the world and the turtle papilloma virus that is threatening endangered wild turtle populations. Other viruses, such as the flu viruses that infect seals and sea birds as well as humans, move between land and sea and thereby facilitate transcontinental spread.

However, recent findings indicate that marine viruses also have hidden effects on the marine environment and these have profoundly influenced our view of ecology, evolution, and geochemical cycles. Plankton, which forms the oceans’ floating population, consists of tiny organisms including viruses, bacteria, archaea, and eukarya. Although apparently drifting aimlessly with the sea currents, it is now clear that this population is highly structured, forming interdependent marine communities and ecosystems.

The phytoplankton is a group of organisms that uses solar energy and carbon dioxide to generate energy by photosynthesis. As a byproduct of this reaction, they produce almost half of the world’s oxygen and are therefore of vital importance to the chemical stability of the planet. Phytoplankton forms the base of the whole marine food-web, being grazed upon by zooplankton and young marine animals which in turn fall prey to fish and higher marine carnivores. By infecting and killing plankton microbes, marine viruses control the dynamics of all these essential populations and their interactions.

For example, the common and rather beautiful phytoplankton Emiliania huxleyi, regularly undergoes blooms that turn the ocean surface an opaque blue over areas so vast that they can be detected from space by satellites. These blooms disappear as quickly as they arise, and this boom-and-bust cycle is orchestrated by the viruses in the community that specifically infect E. huxleyi. Because they can produce thousands of offspring from every infected cell, virus numbers amplify in a matter of hours and so act as a rapid-response team, killing most of the bloom microbes in just a few days.

The majority of marine viruses are phages which infect and control marine bacteria populations. But that is not all they do. Phages are well known for mistakenly incorporating bits of DNA from one host and carrying them to the next, thereby spreading genetic material rapidly between their host bacteria. In the marine environment, this behaviour, which has been referred to as ‘viral sex’, seems to be rife, with viruses capturing host genes and passing them around the community. In this random process, captured genes will only rarely be useful to their new host, but when they are, they c onset of projectile vomiting, BAowan become surprisingly common. They may, for example, assist their hosts in adapting rapidly to changes in nutrient levels or extreme conditions such as the high temperatures, pressures, and chemical concentrations found at deep sea vents, so allowing them to colonize a new niche.

As well as acting as mobile gene banks, some phages carry genes that give a metabolic boost to their prey. For example, many cyanophages that infect cyanobacteria, the only bacterial members of the phytoplankton, carry their own photosynthetic genes. These genes counteract the effect of other viral genes that are designed to shut down host genes in order to produce viral rather than host proteins. But inhibiting photosynthesis too early would cut the cell’s life line and prevent completion of the virus life cycle, so cyanophages supply the key components of the process. These viruses have spread their photosynthesis genes so widely that now an estimated 10% of the world’s photosynthesis is carried out by genes that came from cyanophages.

As the phytoplankton requires sunlight to generate energy, these microbes inhabit the upper layers of the ocean, but viruses have no such restrictions. There are around 10 6 different viral species in a kilogram of marine sediment where they infect and kill co-resident bacteria. Overall, marine viruses kill an estimated 20–40% of marine bacteria every day, and as the major killer of marine microbes, they profoundly affect the carbon cycle by the so-called ‘viral shunt’.

By killing other microbes, viruses convert their biomass into particulate and dissolved organic carbon that is reused by microbial communities. This increases their viability and carbon dioxide production at the expense of those higher up the food web. Without this viral shunt, much of the particulate organic carbon would sink and be sequestered on the sea bed. The net effect of this viral activity is to release around 650 million tonnes of carbon globally per year (the burning of fossil fuel is said to release around 21.3 billion tonnes of carbon dioxide per year), so contributing significantly to the build-up of carbon dioxide in the atmosphere.

Although it is now clear that the oceans are host to multitudes of viruses, we have only just begun to explore this vast reservoir. With the discovery of the abundance and diversity of marine viruses, it is likely that similar reservoirs exist in other microbial haunts, such as the human gut, where there are so many bacteria that in the body overall they outnumber human cells by 12 to 1. Despite their tiny size, viruses are proving to be of prime importance in the stability of ecosystems worldwide.

Back on dry land, viruses have also been discovered performing amazing feats. Recently, their direct role in an apparently simple symbiotic relationship between a bacterium and its host has been uncovered. Many invertebrate species carry symbiotic bacteria which may supply nutrients lacking in the animals’ diet or protect them from natural predators. One such is the pea aphid, Acyrthosiphon pisum, which carries bacteria that protect it from the parasitic wasp, Aphidius ervi, that lays its eggs in the aphid haemocoel (a blood-filled space). Without this bacterium, Hamiltonella defensa, the aphids die as the wasp larvae develop, but toxins produced by the bacteria kill the developing wasps. The twist in the story came with the recent discovery that it is actually a phage that infect The emergence of SARS in Hong Kongph0Ss H. defensa, that produces the wasp-killing toxin. Thus three very different organisms work together to combat their mutual enemy: the parasitic wasp. A similar story relates to Vibrio cholerae, the cause of cholera in humans. This bacterium resides in the waters of the Ganges Delta alongside a variety of phage strains that infect it. Some of these phages kill the bacterium (lytic phage) and others carry the cholera toxin gene (toxigenic phage). Only cholera bacteria infected with the toxigenic phage are pathogenic to humans, causing the devastating and often fatal diarrhoea of cholera.

A cholera epidemic usually begins during the wet season when the river swells, so diluting the phage concentration and allowing the cholera vibrios to multiply. People drinking the river water

will ingest a mixture of vibrios with and without toxigenic phage, but only the toxigenic vibrios survive and multiply inside the human gut. These cause terrible stomach cramps and copious watery diarrhoea, which not only leads to rapid dehydration but also extrudes thousands of toxigenic microbes back into the environment. Thus the concentration of toxigenic vibrios rises, which fuels the epidemic. But this also results in a population explosion among the lytic phages that feed on V. cholerae. Eventually, the lytic phages control the toxigenic bacteria and the natural balance is resumed, until heavy rains again destabilize the situation.

The ubiquity of viruses is not complete without discussing the possibility that viruses exist in outer space. Of course, viruses, as obligate parasites, can only exist where life is found, so the question becomes, is there any life, microbial or otherwise, on other planets? At present, we don’t know the answer to this, although in the 1970s Sir Fred Hoyle, famous astronomer and scintist writer, conceived the theory of ‘panspermia’. This states that life on Earth began with bacteria and viruses seeded from outer space via comets. Hoyle and his followers believed that these microbes continue to arrive today, so contributing to microbe evolution and emerging infections. Apparently, the interior of a comet would provide the warm, dampies of unique.

Kill or be killed

Viruses parasitize all living things, often to the detriment of their hosts, but they do not have it all their own way. All plants and animals, however small or primitive, have evolved ways of recognizing and fighting these microscopic invaders. So for most viruses, each round of infection is a race against time – they must reproduce before the host either dies or its immune system recognizes and eliminates them. Then their offspring must find new hosts to infect and repeat the process ad infinitum, in order for the species to survive. Even viruses that have learned the trick of dodging immune attack and live happily inside their host for its lifetime must eventually move on to avoid dying with the host.

The success of this precarious lifestyle critically depends on viruses spreading efficiently between susceptible hosts, and yet this is a process that viruses have to leave entirely to chance as their particles are completely inert. Add to this the fact that after infection with a particular virus all vertebrates, and several more primitive organisms, are immune to re-infection, it seems surprising that viruses can survive at all.

Viruses endure because they are so adaptable. Their fast reproduction rate and large number of offspring means that they can evolve rapidly to meet changing circumstances. No doubt many virus species have, died out when their routes of spread were blocked but, at the same time, others will have found new routes opening up and seized the opportunity to flourish. Thus virus populations are highly dynamic, with one rapidly replacing another if its ‘fitness’ best suits the prevailing climate. We have seen how, for example, the present measles virus strain replaced its ancestor globally around 200 years ago, and how populations of marine phage viruses are constantly changing depending on the advantage they can gain by stealing genes from their hosts.

Viruses spread between hosts by almost every conceivable route. Those that can survive outside their host for a period of time may travel through the air, like flu, measles, and common cold viruses, or by contaminating food and water like noro and rotaviruses that can cause massive outbreaks of diarrhoea and vomiting, particularly where standards of hygiene are low.

By constantly evolving, these viruses appear to have honed their skills for spreading from one host to another to reach an amazing degree of sophistication. For example, the common cold virus (rhinovirus), while infecting cells lining the nasal cavities, tickles nerve endings, a process that causes sneezing. During these ‘explosions’, huge clouds of virus-carrying mucus droplets are forcefully ejected, then float in the air until inhaled by other susceptible hosts. Similarly, by wiping out sheets of cells lining the intestine, rotavirus prevents the absorption of fluids from the gut cavity. This causes severe diarrhoea and vomiting that effectively extrudes the virus’s offspring back into the environment to reach new hosts.

Other highly successful viruses hitch a ride from one host to another with insects. Plant viruses may be spread by aphids that tap into the plant’s sap, and in the same way biting insects suck viruses up from one host and inject them into another to induce immunity without severeel4K while taking a blood meal. Examples include dengue fever virus and yellow fever virus, both of which are ferried between hosts by female mosquitoes that require a blood meal to nourish their eggs. These viruses cause very large epidemics in tropical and subtropical areas where their particular host mosquito species live.

Viruses cannot infect the outer, dead layers of our skin, or penetrate through the multiple layers of intact skin, but a microscopic abrasion is enough to allow entry of wart (papilloma) and cold sore (herpes simplex) viruses, both very common infections caught directly from an infected host. But viruses that are too fragile to live for long outside their host’s body may be passed directly from one to another through close contact such as kissing. This is a very effective way of transmitting viruses in saliva, like Epstein–Barr virus which causes glandular fever, also known as ‘the kissing disease’.

Some viruses like HIV and hepatitis B (HBV) make use of the sexual route of transmission, particularly when other sexually transmitted microbes, such as Gonococcus, and Treponema pallidum, (the cause of syphilis), provide easy access by producing surface ulceration. These viruses also exploit modern interventions like surgical instruments, dentists’ drills, blood transfusion, and organ transplantation to jump from one host to another. Indeed, HBV is so highly infectious that a microscopic amount of blood is enough to transmit the infection, making it a serious occupational hazard for healthcare workers in contact with HBV-infected people.

All living organisms have defences against invading viruses. Although this protective immunity is most highly developed in vertebrates, reaching a peak of sophistication in humans, we now know that even the simplest of organisms have immune mechanisms, many of which are very different from those found in vertebrates. We are still a long way from understanding the extent and details of these mechanisms, but new information is continually emerging. It used to be thought that only vertebrates have immunological memory, but studies on repeat host exposure to the same pathogen now indicate that even in some primitive invertebrates the first infection provides some protection from a subsequent one, suggesting that some basic memory response exists in lower life forms.

Another recently discovered protective mechanism, first identified in plants but also used by insects and other animal species, is gene silencing by RNA interference (RNAi). Interfering RNAs are short RNA molecules that are found inside cells of most species, including humans, where they regulate the manufacture of proteins by binding to RNA messages and preventing their translation into protein.

When a virus infects a cell and commandeers its protein-manufacturing processes, RNAi molecules also bind to viral RNA messages and inhibit their translation into proteins, so aborting the infection before new viruses can be assembled. A similar but novel immune mechanism related to RNAi has recently come to light in archaea and bacteria, helping them to combat phage attack. In this system, short gene segments from invading phages are incorporated into the host genome. These then code for RNAs which specifically bind the invader’s proteins and inhibit subsequent protein production, so aborting the infection before new viruses can be assembled.

Clearly, the battle between humans and microbes has been ongoing ever since humans evolved, with microbes evolving new means of attack and our immune system retaliating with improved defences in an escalating arms race. As a virus’s generation time is so much shorter than ours, the evolution of genetic resistance to a new human virus is painfully slow, and constantly leaves viruses in the drive to induce immunity.

A recent example of genetic resistance was uncovered during research to discover why some people were apparently resistant to HIV infection. This turned out to be related to an immune response gene called CCR5 that codes for a protein that is essential for HIV infection. About 10% of the Caucasian population has a deletion in this gene that confers resistance to HIV infection. How the deletion reached such a high level in this human population remains a mystery. Although the CCR5 deletion happens to block HIV infection, humans were infected with HIV far too recently to have produced this effect, since it takes many generations for a gene mutation to reach such a high level over a broad geographical area, in this case throughout Europe and Asia. Scientists think that the CCR5 deletion must have conferred a selective advantage in the past by protecting against a lethal microbe, with plague and smallpox being strong contenders as they have both been major killers for over 2,000 years.

The human immune system is a fearsome fighting machine that uses two modes of operation, a nonspecific, rapid-response mode and a slower, but highly specific killing force that remembers the attacker and prevents it from breaching the body’s defences again. Viruses often gain access to the body by infecting cells of the respiratory, intestinal, or genitourinary tracts, the deeper layers of the skin, and the surface of the eye, and may then disseminate from these areas to infect internal organs.

At the primary site of infection, cells send out chemical signals, called cytokines. Most important of these early signals is interferon, which renders surrounding cells resistant to infection at the same time as alerting the immune system to start an attack by attracting its component cells to the area. Amoeba-like cells called polymorphs and macrophages are the first to arrive on the scene, where they gobble up viruses and virus-infected cells as well as pump out more cytokines to attract the lymphocyte contingents, an essential part of the human immune response. Traditionally, these are termed B and T lymphocytes based on the type of immune response they elicit.

Each part of the body is protected by lymph glands that act as garrisons for millions of B and T lymphocytes. The tonsils and adenoids, for example, are strategically placed around the entrances to the respiratory and intestinal tracts, and similar glands in the groin, armpit, and neck protect the legs, arms, and head respectively. Virus-chomping macrophages make their way from the site of infection to these local lymph glands where they display chopped-up viral proteins to the B and T lymphocytes to engender a specific immune response.

Individual B and T lymphocytes carry unique receptors that only recognize one small segment of a particular protein, called an antigen. To cover all possible microbe antigens, our bodies contain around 2 x 10 12 of both B and T lymphocytes that circulate in our blood and are constantly replenished from the blood cell factory in our bone marrow. Lymphocytes congregate in lymph glands waiting for their wake-up call in the form of a macrophage bearing an antigen that exactly fits their unique receptor.

When this finally comes, the union of receptor and antigen stimulates the lymphocyte to divide rapidly, forming a clone of cells with identical receptors. These are generally ready for action about a week after the initial infection.

T lymphocytes (or T cells) are the body’s single most important defence against viruses. There are two main types of T cells: helper T cells, characterized by the CD4 molecule on their surface, and killer (or cytotoxic) T cells, characterized by the CD8 molecule. Both CD4 and CD8 T cells kill virus infected cells through the production of tox. The emergence of SARS in Hong Kong ( chemicals that rupture the cell membrane, and CD4 T cells also produce cytokines that help CD8 T cells and B lymphocytes to grow, mature, and function properly.

Once B lymphocytes (or B cells) are galvanized into action by their specific antigen, they make antibodies, which are soluble molecules that circulate in the blood, and pass into tissues and onto body surfaces such as the lining of the gut. Antibodies bind to viruses and virus-infected cells, helping to prevent spread of the invaders. In some instances, antibodies actually prevent viruses from infecting cells by blocking their receptor for entry and therefore are important in preventing later re-infection.

The relative importance of T and B cells in the control of virus infections is well illustrated by rare mutations that wipe out one or other lymphocyte type. Babies born with a mutation that eliminates their T cells die very rapidly of virus infections unless they live inside a germ-free bubble until they get a bone marrow transplant to correct the defect. Alternatively, babies with a mutation that prevents B cell development cope fairly well with virus infections but suffer from severe and persistent bacterial and fungal infections. However, they are generally protected from these infections during the first few months of life (as are healthy babies) by antibodies from their mother’s blood that cross the placenta in late pregnancy and are also present in breast milk.

The immune response to microbes is a complex but finely balanced operation, with the action of cells fighting the invaders counterbalanced by a group of cells called regulatory T cells. These produce cytokines that defuse a T cell’s killing mechanism and stop it dividing, so that once the microbe is defeated, the fighting cells die and the response is brought to an end, leaving only a skeleton crew of memory T and B cells ready for rapid action when the microbe appears again.

At the height of its activity, the immune response may be so pronounced that it actually does harm to the body. In fact, the typical, non-specific symptoms we experience with an acute dose of flu, such as fever, headache, enlarged tender glands, and general fatigue, are often not caused by the invading microbe itself but by the cytokines released by immune cells to fight it. On rare occasions, these immune-induced reactions may cause serious injury to internal organs, a result known as immunopathology. Examples include liver damage during infection with hepatitis viruses and the severe fatigue experienced by sufferers of glandular fever caused by Epstein-Barr virus. Alternatively, T cells or antibodies specific for viral proteins may, by chance, recognize, or cross-react with, a similar host protein. This can lead to damage to, or the death of, cells expressing the protein. This autoimmune process may be the basis of diseases such as diabetes, in which the insulin-producing beta cells in the pancreas are destroyed, and multiple sclerosis that results from destruction of cells in the central nervous system.

Some viruses have learned to play hide-and-seek with immune cells by protecting themselves from the ensuing onslaught and remaining in their host for long periods, even for life. Strategies employed by these viruses are as varied as they are ingenious, including evasion of immune recognition and/or obstruction of the immune response. Each step of the immune cascade, from the initial interferon release to the killer T cell attack and the later calming action of regulatory T cells, can be modified by one virus or another to promote their own survival.

For instance, HIV has several means of immune evasion including integration of its provirus into the host. 


(3) Virology

Ebola Virus Outbreak 2014 - WARNING

WHO: Ebola Outbreak Response in the Democratic Republic of the Congo

Who's in Charge of Ebola at Hospitals? 'Screaming That We're Not Prepared'

Faces of the Ebola outbreak response - World Health Organization

Ebola virus disease - World Health Organization


Emerging virus infections

Emerging infections engender fear sometimes verging on panic as an unknown microbe appears without warning, infecting and killing populations, apparently indiscriminately. Although this scenario is more often the subject of horror movies than real life, the fact remains that today ‘new’ microbes are emerging with increasing frequency. Indeed, the first outbreak of SARS in 2003 and the swine flu pandemic in 2009 were very worrying until scientists discovered the cause and worked out control strategies.

The term ‘emerging virus infection’ refers to both the emergence of an infectious disease caused by a virus that is entirely new to the species it infects, and to a re-emerging infection, meaning that the disease is increasing in frequency, either in its traditional geographic location or in a new area. Obvious examples of the former include swine flu and bird flu, as well as SARS coronavirus, all of which infected and spread among humans for the first time recently. A good example of a re-emerging infection is West Nile virus, which emerged on the eastern seaboard of the USA in 1999, having arrived from Israel, and then crossed the entire continent in just four years.

Newly discovered viruses which cause well-established diseases are also sometimes referred to as emerging infections. These include some tumour viruses. Novel viruses that emerge and spread successfully in a naïve host population produce an epidemic, defined as ‘an infection occurring at a higher than expected frequency’, and may progress to a pandemic if it is spreading on several continents at once. However, these definitions give no indication of the extent or duration of a disease outbreak. The differing patterns of emerging infectious disease outbreaks depend on a number of viral factors, including it blood and blood products (Hs incubation period and method of spread, and important host behavioural factors like living conditions, propensity to travel, and the success of any preventive measures. Both HIV and SARS emerged fairly recently, but the pattern of these outbreaks couldn’t have been more different. Whereas the SARS epidemic was short and sharp, all over in a few months, the HIV pandemic has lasted decades and is still ongoing.

SARS coronavirus first emerged in November 2002 in Foshan, Guangdong Province, China, where it caused an outbreak of atypical pneumonia. Initially, the virus spread locally, particularly among patients’ family members and hospital staff, but everything changed in February 2003 when a doctor who had treated SARS cases in Guangdong Province unwittingly carried the virus to Hong Kong. He stayed one night at the Metropole Hotel in Hong Kong before being admitted to hospital, where he died of SARS a few days later. In the hospital, the virus spread to staff, which sparked the Hong Kong epidemic. During his 24-hour stay in the hotel, the doctor transmitted the virus to at least 17 guests (apparently he sneezed in the lift), who then carried it to 5 more countries, thus spawning epidemics in Canada, Vietnam, and Singapore. This rapid dissemination of the virus threatened to cause a pandemic, but surprisingly by July 2003 it was over, the final toll being around 8,000 cases and 800 deaths involving 29 countries across 5 continents.

SARS coronavirus spreads through the air and causes disease in almost everyone it infects. After an incubation period of 2 to 14 days, victims develop fever, malaise, muscle aches, and a cough, sometimes progressing rapidly to viral pneumonia that requires intensive care, with mechanical ventilation in around 20% of cases. But with no known treatment or preventive vaccine, how was the epidemic conquered so effectively?

Left to its own devices, SARS coronavirus would undoubtedly have continued its trail of destruction but, fortunately, many of its characteristics played into the hands of those trying to stop it, and contributed to its speedy demise. Importantly, the virus mostly causes overt disease, with few unidentified silent infections. This meant that cases and their contacts could be recognized and isolated, and since victims are only infectious once the symptoms have developed, this prevented further spread. Also, as the disease is usually severe and debilitating, relatively few patients, excepting the doctor from Guangdong, travelled far while infectious. During SARS, the virus is produced in the lungs and spread by coughing. This generates relatively heavy mucus droplets that do not spread far through the air; hence close contacts like family members and hospital staff are mainly at risk, the latter constituting over 20% of cases worldwide. Once all these factors were appreciated, old-fashioned barrier nursing and isolation of patients and their contacts were enough to interrupt virus spread and prevent a pandemic.

Unlike SARS coronavirus, HIV has been spreading among humans since the early 1900s and despite drugs which control the infection, it is still on the increase in certain areas of the world. Currently, there are 33 million people living with. We now know that HIV, and it has caused over 25 million deaths since the first report of AIDS in 1981. It is interesting to examine the reasons for this lack of control, and to contrast these with the success of the SARS control programme.

Firstly, although SARS coronavirus had spread internationally by the time it was recognized by the World Health Organization (WHO), it had only infected humans for a few months. Compare this to the estimated 100 years during which HIV was silently creeping around sub-Saharan Africa, where poverty, wars, and poor health services conspired to facilitate its spread, and prevent the recognition of AIDS as a new disease.

Secondly, in contrast to SARS’ short incubation period and infectivity coinciding with overt disease, HIV has an average asymptomatic period of eight to ten years, and during this time the carrier may transmit the virus to any number of contacts.

Thirdly, the two viruses spread by completely different means. Whereas SARS coronavirus’s airborne flight can easily be intercepted, interruption of HIV’s transmission is more problematic. HIV spreads most commonly by sexual contact. Other routes of spread include mother to child during birth and breast feeding, in transplanted organs, transfused blood and blood products, and via contamination of surgical instruments as well as injecting drug users’ equipment. These non-sexual routes can in theory be interrupted, but they are almost insignificant in global terms compared to its spread via heterosexual contact. In exploiting the basic human urge to procreate, HIV targets the young and sexually active and is passed unwittingly from one apparently healthy host to another through sexual networks. Although its transmission can be halted by barrier devices, the vast amounts of money spent on the promotion of condom use for safer sex have not altered sexual practices sufficiently to halt the pandemic.

Untreated HIV infection leads to AIDS after a lengthy silent period, and this syndrome was first recognized in 1981 in San Francisco when several gay men died of unusual infections superimposed on severe HIV-induced immunosuppression. As the extent of the pandemic became apparent, three distinct risk groups emerged: people with multiple sexual partners, both heterosexual and homosexual; people with haemophilia or other disorders requiring regular infusions of blood or blood products; and injecting drug users. Utilizing the molecular clock technique to track back to the origin of HIV in humans, sub-Saharan Africa, particularly Kinshasa in the Democratic Republic of Congo (DRC), was pinpointed as the epicentre of the pandemic. Then using two early viruses isolated from people living in DRC, scientists have calculated that HIV has infected people in this region for around 100 years. They have identified a single virus strain that carried the infection from DRC to Haiti and another that transported the infection from Haiti to the USA. So by the time HIV was discovered in 1983, the pandemic was already growing exponentially and has proved very difficult to control.

A virus that jumps to a new host species for the first time has a series of hurdles to overcome before it can establish itself in the naïve population. Firstly, it must infect cells of the new host, and this involves finding a host cell receptor molecule to lock on to. Many would-be virus infections abort at this point, a fact that explains the species barrier of most viruses. Even if the new virus can unlock and enter host cells, it still may not be able to reproduce inside them, resulting in another abortive infection. For instance, HIV cannot infect mouse CD4 T cells because the molecular structure of the mouse CD4 molecule differs from the human equivalent in ways that make it unrecognizable to the virus. Even if mouse T cell socioeconomic groups in–0Ss are transplanted with the human HIV receptor molecules (CD4 and CCR5) in the laboratory, the infection is still abortive because mouse T cells lack the essential proteins that the virus requires for its replication.

However, on occasions viruses do enter and successfully replicate in cells of a new host species, but after a window of opportunity lasting about a week during which they can colonize the host and reproduce, their offspring must move on to another susceptible host before the developing host immunity wipes them out. SARS coronavirus and H5N1 (bird) flu have both managed to infect humans but differ in their success to date. Whereas SARS coronavirus can spread between humans, H5N1 flu, which first jumped from birds to humans in 1997, is unable to do so. This flu virus strain is still poorly adapted to its new (human) host, and we will be in danger of an H5N1 flu pandemic only once it evolves an efficient method of spreading between us.

Most apparently novel viruses that infect humans are not entirely new. They are either viruses that have mutated or recombined sufficiently to be unrecognizable by our immune system, or, more commonly, they have come from other animals, seizing the opportunity to hop from one animal species to another when the two come into contact. The latter are called zoonotic viruses, and the diseases they cause are zoonoses.

As we have seen, RNA viruses mutate much more frequently than DNA viruses, producing a variety of offspring, of which some can dodge host immunity more efficiently than their siblings and therefore flourish at their expense. Eventually, a virus emerges that is sufficiently different from its ancestors to be immunologically unrecognizable. Then everyone in the host population will be susceptible and it may cause an epidemic. Flu is a prime example of a virus that mutates frequently, a process called antigenic drift. The flu virus circulates constantly in the community, accumulating genetic changes and causing regular winter outbreaks and larger epidemics every eight to ten years. However, its story is actually much more complicated. There are three flu strains, A, B, and C, and flu A is a zoonotic virus. With the help of wild birds, this virus can also undergo recombination, or antigenic shift, producing an entirely new strain of flu in one go by exchanging fragments of its genome with other strains. This has the potential to cause a pandemic.

The natural hosts of flu A viruses are aquatic birds, particularly ducks, but the viruses also infect a variety of other animals including domestic poultry, pigs, horses, cats, and seals. Flu A replicates in birds’ guts and is excreted in their faeces, causing no symptoms but effectively spreading to other bird populations. Flu viruses have eight genes which are segmented, meaning that instead of its genome being a continuous strand of RNA, each gene forms a separate strand. The H (haemaglutinin) and N (neuraminidase) genes are the most important in stimulating protective host immunity. There are 16 different H and 9 different N genes, all of which can be found in all combinations in bird flu viruses.

Because these genes are separate RNA strands in the virus, on occasions they become mixed up, or recombined. So if two flu A viruses with different H and/or N genes infect a single cell, the offspring will carry varying combinations of genes from the two parent viruses. Most of these viruses will not be able to infect humans, but occasionally a new virus strain is produced that can jump directly to humans and cause a pandemic, as we have experienced recently with swine flu.

Over the last century, there have been five flu pandemics: in the H1N1 ‘Spanish’ flu of 1918, all eight genes came from birds; the H2N2 ‘Asian’ flu of 1957 acquired three new genes, including H and N from birds; and the H socioeconomic groups in–0S3N2 ‘Hong Kong’ flu of 1968 acquired two new genes from wild ducks. The ‘Russian’ flu of 1977, which probably escaped from a lab in Russia, was a 1950s version of H1N1; whereas the H1N1 ‘swine’ flu which appeared in Mexico in 2009 has six genes from North American and two genes from Eurasian pig flu viruses.

On average, flu A epidemics and pandemics kill around one in a thousand of those infected, with the very young, the very old, and those with chronic diseases being particularly at risk. Pandemics additionally often target young adults: in the 1977 Russian flu pandemic, the young were hardest hit because they had no previous immunity, whereas most older people were spared as they were already immune. Similarly, in the recent swine flu pandemic the disease was most severe in young adults and pregnant women. However, by far the most virulent flu virus on record is the 1918 pandemic strain which targeted young adults and killed 40–50 million people worldwide, around 2.5% of all those infected.

With the virulent H5N1 bird flu on the horizon, the late 1990s saw a flurry of activity aimed at finding out why the H1N1, 1918 flu was so deadly. Amazingly, researchers managed to reconstruct the virus using samples taken from a flu victim buried in the permafrost in Alaska, and from post-mortem lung samples from a US serviceman stored in a pathology laboratory for some 80 years. Compared to nonpandemic H1N1 virus, the 1918 strain has several mutations that enhance its infectivity and growth rate in human cells. In particular, a mutation in a gene called NS1 prevents virus-infected cells from producing interferon, the key cytokine for preventing virus spread and triggering the whole immune cascade. This allows the virus to get a head start, and in some cases the body responds with an uncontrolled outpouring of cytokines, called a cytokine storm. A massive and inappropriate inflammatory response ensues that may cause death from respiratory failure as the victim’s lungs fill with fluid. This mutation is already present in the H5N1 bird flu virus, accounting for the high mortality rate among those it infects. Fortunately, it has not learned to spread between humans so far.

The transfer of ‘new’ zoonotic viruses from their primary host to humans can be facilitated by certain behaviours or cultural practices, and we now know that a particular risk is our interaction with wild animals, many of which carry viruses with the potential to infect us. Both HIV and SARS coronavirus were introduced into the human population when their natural hosts were hunted and killed for consumption.

It is now clear that HIV-like viruses have jumped from primates to humans in central Africa on several occasions and that one of these viruses, HIV-1 type M, has succeeded in spreading globally.

The ancestor of this virus has been traced to a subspecies of chimpanzees (Pan troglodytes troglodytes), among whom it can cause an AIDS-like disease. Since these animals are hunted for bush meat, it is most likely that human infection occurred by blood contamination during the killing and butchering process. This transfer took place some 100 years ago, probably in southeast Cameroon where the chimpanzees carrying the virus most similar to HIV-1 type M live. Scientists postulate that the virus (inside humans) travelled from Cameroon along the Sangha River, a tributary of the Congo River, to reach Leopoldville (now called Kinshasa), then the capital of the former Belgian Congo, from where it spread globally.

SARS coronavirus also entered the human population from an animal food source, this time in the live animal markets of China. Here, there are a number of small mammals on offer and several, most noticeably the Himalayan palm civet cat, c socioeconomic groups in–0Sarry SARS-like viruses. As the natural reservoir of SARS coronavirus has now been identified as the fruit bat, it is presumed that the virus transferred to other animal species in markets where they are packed into overcrowded cages, and then jumped to the market traders.

SARS is not the only potentially lethal virus carried by bats; several bat species are reservoirs for viruses that have recently jumped to humans. In fact, bats almost certainly transmit the much-feared and highly infectious Ebola and Ebola-like viruses.

Epidemics of Ebola viral haemorrhagic fever hit rural populations in central Africa from time to time, and these outbreaks have increased in frequency in DRC, Gabon, and Sudan since the mid-1990s. Ebola virus was discovered after an explosive outbreak in Yambuku, a remote village in northern Zaire (now DRC), in 1976, and was named after the local Ebola River. This epidemic began with a school teacher who developed a headache and fever after returning from a trip into the bush. He was treated for malaria at the local mission hospital, but his symptoms progressed to a full-blown viral haemorrhagic fever with soaring temperature, severe abdominal pain, diarrhoea, vomiting, muscle cramps, and generalized bleeding. He died within a few days. The virus, transmitted by direct contact with the patient and his body fluids, then spread to his family, other hospital patients, and staff, eventually infecting 318 people in the village and killing 280 of them.

Counter-intuitively, control of Ebola outbreaks is quite straightforward once the disease is recognized. Since the infection is so debilitating, few infected victims move far from the outbreak site, and once the person-to-person chain of infection is broken by strict barrier nursing and isolation of cases and contacts, it can be rapidly controlled. Unfortunately, the virus has recently jumped to large apes, particularly chimpanzees and lowland gorillas. This not only threatens the very existence of these endangered species, but also provides an additional transmission route to humans when they come into contact with these animals, perhaps accounting for the recent reported rise in outbreaks.

Another dangerous bat-transmitted virus emerged in 1997 when a group of Malaysian farmers reported a respiratory disease outbreak among their pigs, and later several pig farmers and abattoir workers came down with encephalitis. Fortunately, the disease did not spread directly from person to person, and was later controlled by slaughtering over a million pigs in 1999. Sadly, by this time, there had been 265 cases of encephalitis with 105 fatalities. A novel paramyxovirus was isolated from a victim’s brain and named Nipah virus after the village in which he lived. The virus was traced to fruit bats, and its trail to humans probably began when a colony of bats was left homeless by deforestation.

The bats relocated to trees near the pig farms and the virus spread to the pigs via bat droppings, and then from the pigs to the farmers and abattoir workers. Due to our invasion of their territories, bats and humans are coming into contact with increasing frequency. The Nipah virus turns out to be very similar to bat-borne Hendra virus, isolated in 1994 from the victims of an outbreak of severe respiratory disease on Hendra farm in Brisbane, Australia, where it killed 14 horses and one of their trainers. Similar outbreaks in West Bengal in 2001 and in Bangladesh in 2001 and 2004 are also attributed to bat viruses, indicating that these cute, furry animals are far from safe companions. Several insect species act as virus vectors, ferrying them from one host to another, so that any changes in vector population density directly affect transmission of these viruses. Ever since 2004, when the use of the insecticide DDT (dichloro-diphenyl- around 5,000 to 10,000 years agoes6Ptrichloroethane) was restricted by the Stockholm Convention on Persistent Organic Pollutants, mosquitoes in certain tropical and subtropical areas have undergone a population explosion. This has led to the reemergence of several mosquito-borne microbes, including dengue virus. Traditionally restricted to South-East Asia, dengue virus has been spreading to new geographical areas for the last 60 years, and is now a major problem in tropical Africa and South America.

Dengue virus often infects without causing symptoms, but it may cause classical dengue fever, characterized by a rising temperature; severe headache; muscle, bone, and joint pains; vomiting; and a skin rash. For obvious reasons, the disease is dubbed ‘break-bone fever’, but although unpleasant, full recovery is the rule. However, in 1–2% of cases this progresses to dengue haemorrhagic fever, with bleeding into the skin, gastrointestinal tract, and lungs leading to circulatory failure - called dengue shock syndrome. With no specific treatment, the syndrome has a high mortality.

Bluetongue virus is another insect-borne microbe that has socioeconomic consequences since it infects domestic animals, mainly sheep, and is spread between them by midges. Once infected, sheep develop fever followed by excessive salivation, frothing at the mouth, nasal discharge, and swelling of the face and tongue. The bluish tinge to the sheep’s tongue, caused by low blood oxygen levels, gives the disease its name. Lameness is another symptom, and pneumonia may develop which can prove fatal. More often, a slow recovery ensues, but impairment of wool growth is an important commercial consequence.

Bluetongue was first recorded in South Africa and has traditionally been restricted to tropical and subtropical areas where it also infects cattle and goats, although with milder symptoms than in sheep. Its geographical distribution reflects the fact that African midges cannot survive severe winters. However, thanks to global warming, the midge has recently extended its territory into southern Europe, where the virus has been picked up by hardier European midges. Each year, the insects undergo a population explosion in early summer, when transmission of bluetongue virus peaks. Bluetongue has been moving steadily northwards and was recorded in Germany, France, Holland, and Belgium in 2006 where it survived the winter, and reached the UK and Denmark in 2007, Sweden in 2008, and Norway in 2009. So will the midge’s unwelcome passenger virus survive these northern climes, become indigenous, and affect domestic animals? Only time will tell.

With these examples of emerging and re-emerging infections in mind, we can now address the question of why they are presently on the rise in both humans and domestic animals. Many modern-day lifestyle factors increase our risk of emerging infections, and most of these are linked to overpopulation. The world’s population approximately doubled every 500 years between the beginning of the Christian era and 1900, when it reached 1.6 billion. But in the 20th century, life expectancy rose steeply and the population quadrupled, hitting 6 billion by 2000. If this growth rate continues unabated, we are set to reach 9 to 10 billion by 2100.

A population of this size brings many problems, not least diminishing natural resources, increasing pollution, loss of biodiversity, and global warming. But as far as emerging virus infections are concerned, the most acute problem is literal around 5,000 to 10,000 years agoes6Ply lack of space. We have already seen how invading the territories of wild animals, be it to chop down the rain forest, hunt for food, or extend our cities, risks acquiring unknown, sometimes lethal, viruses. With over 50% of us now living in megacities, like Tokyo with over 35 million inhabitants, viruses, once acquired, find it very easy to spread between us. This is particularly so among poor city dwellers in resource-poor countries, with the inhabitants of shanty towns living in cramped, unhygienic shacks where the lack of fresh air and clean water, and absence of sewage disposal, provides easy access for microbes of all sorts. As illustrated by HIV, SARS, and swine flu, successful local spread soon leads to international dissemination. With over a billion people worldwide boarding international flights every year, novel viruses have an efficient mechanism for reaching the other side of the world within 24 hours.

Animal viruses also thrive on overpopulation. For them, intensively farmed animals equate to crowded cities and present the opportunity to spread easily among their hosts. A dramatic example is the foot and mouth disease virus outbreak in Britain in 2001 when pyres of slaughtered farm animals were seen all over the countryside. The virus, which is highly infectious among cattle, sheep, pigs, goats, and deer, is widespread in Asia, Continental Europe, Africa, and South America, but generally absent from Australasia, the USA, Canada, and the UK. It targets the skin around the mouth and hooves, leading to lameness, and although not usually fatal, the loss of condition it produces in infected animals is very economically damaging.

Animal viruses usually cross international boundaries unnoticed inside their hosts, and sometimes jump to humans on arrival at their new destination. As we have already seen, West Nile fever virus jumped from Israel to the US in 1999, although its mode of transport remains a mystery. The virus naturally infects birds and is spread among them by mosquitoes, which can then infect humans via a bite. The infection is usually asymptomatic but may cause a flu-like illness and, very occasionally, encephalitis. To date, the virus has not passed from person to person.

Epidemics and pandemics

Once an acute emerging virus such as a new strain of flu is successfully established in a population, it generally settles into a mode of cyclical epidemics during which many susceptible people are infected and become immune to further attack. When most are immune, the virus moves on, only returning when a new susceptible population has emerged, which generally consists of infants born since the last epidemic? Before vaccination programmes became widespread, young children suffered from a series of well-recognized infectious diseases called the ‘childhood infections’. These included measles, mumps, rubella, and chickenpox, all caused by viruses, of which only chickenpox remains widespread in the West today.

To find out when and how humans first experienced these acute childhood infections, we need to look back some 10,000 years to the farming revolution that began in the Fertile Crescent (the area between the Rivers Tigris and Euphrates, in modern-day Iraq and Iran) and spread rapidly to neighbouring lands. This dramatic alteration in lifestyle, which was later adopted independently in several other parts of the world, converted our ancestors from nomadic hunter-gatherers to farmers living in fixed communities. The consequences of this change with respect to the microbes that infected them were equally dramatic. It led to a period of ever-increasing epidemics of severe and often lethal infections caused by microbes, including those that we now recognize among the acute childhood illnesses.

This onslaught was directly related to the change in lifestyle. Temporary camps were replaced by tiny, cramped, permanent dwellings in crowded villages, allowing airborne microbes easy access to their hosts; while food and water, previously collected daily, were now stored in unhygienic conditions, enhancing faecal–oral transmission of gut-infecting microbes. The major factor in introducing new microbes to the early farmers was their close proximity to recently domesticated animals that now shared their dwellings, and which carried their own private microbial zoos.

The molecular clock technique shows that smallpox virus is most closely related to the pox viruses of camels and gerbils, and not to cowpox as was previously supposed. Scientists think that the rodent pox virus probably jumped to humans and camels in the early farming period, estimating that the event took place sometime between 5,000 and 10,000 years ago. In contrast, measles virus’s closest relative is Rinderpest virus, the cause of cattle plague, and scientists calculate that the two viruses diverged from a common ancestor around 2,000 years ago. So it seems that these and many other animal microbes infected humans when they first came into close contact during the early farming era. These were the emerging viruses of the period and, as is the way with most emerging infections, at first each epidemic began with transfer of the virus from animal to human host and ended when most susceptible people in the population were infected. Then, as trading links between villages, towns, and countries expanded, these ‘new’ viruses followed along, causing ever larger and more widespread epidemics.

Studies on measles virus outbreaks in island populations to induce immunity without severeindenthanging3eapublishof varying sizes, such as Iceland, Greenland, Fiji, and Hawaii, have been used to estimate the minimum population size required for the virus to circulate continuously in a community, as opposed to it being introduced from outside, at the beginning of each epidemic. The results show that a population of around 500,000 is sufficient, a figure that is probably similar for other airborne viruses. We know that the first towns of this size evolved around 5000 BC in the Fertile Crescent, and so from this time onwards, viruses like measles could break the link with their animal hosts to become entirely human pathogens.

Viruses spread between hosts in many different ways, but those that cause acute epidemics generally utilize fast and efficient methods, such as the airborne or faecal–oral routes. The former is the most efficient method of spread in industrialized nations where people tend to live in crowded towns and cities, whereas this is outstripped by the latter in non-industrialized countries, particularly where standards of hygiene are low.

Broadly speaking, virus infections are distinguished by the organs they affect, with airborne viruses mainly causing respiratory illnesses, like flu, the common cold, or pneumonia, and those transmitted by faecal-oral contamination causing intestinal upsets, with nausea, vomiting, and diarrhoea. There are literally thousands of viruses capable of causing human epidemics, but only a few cause distinctive childhood diseases like measles, mumps, chickenpox, and, until quite recently, smallpox.

Airborne viruses

Smallpox virus is in a class of its own as the world’s worst killer virus. We know that it first infected humans at least 5,000 years ago and killed around 300 million in the 20th century alone. The Antonine plague, which began in AD 166, is thought to represent the first ever smallpox pandemic. The plague hit the Roman Empire during the reign of Emperor Marcus Aurelius Antoninus, who ruled over an area encompassing most of modern-day Europe, the Middle East, and North Africa. It began in Seleucia, a city on the River Tigris, while Roman soldiers were suppressing an uprising, and as they returned victorious to Rome, they carried the virus with them, broadcasting it along the way. Over the next 20 years, smallpox raged like a plague throughout the Empire and beyond to India and China, and killed 5,000 a day in Rome at its height. The Romans believed that the plague was punishment meted out by the gods for the sacking of Seleucia, particularly for the opening of a sealed tomb in the temple of Apollo. Marcus Aurelius’s physician, Galen of Pergamum, described a ‘fever plague’ inducing severe thirst, vomiting, and diarrhoea, as well as a rash of fever blisters that were dry, black, and ulcerating - very suggestive of smallpox.

From this time on, smallpox produced ever-increasing epidemics as towns and cities grew and became more crowded. The virus killed up to 30% of those it infected, scarring and blinding many of the survivors. But after centuries of devastation, smallpox virus was finally eliminated from the wild in 1980.

Until the 1960s, almost every child suffered from the classic childhood virus infections measles, mumps, and rubella, but following the introduction of vaccination programmes these have become a rarity in the developed world. All three viruses access the body through the nose and mouth and colonize the local lymph glands. Then, after a two-week incubation period, during which the victim is blissfully unaware of the invader growing inside them, the viruses travel in the bloodstream to internal organs. This viraemia induces non-specific symptoms like fever, malaise, headache, and runny nose cross the placenta as each virus homes to its particular target organs and the characteristic signs of the illness appear: the tell-tale rashes of measles and rubella, and the painful, swollen parotid glands of mumps. These diseases may be mild in most cases, and recovery leads to lifelong immunity, but each is associated with severe complications that make their prevention worldwide an essential goal.

Of the three viruses, measles is the most infectious and produces the severest disease. It killed millions of children each year before vaccination was introduced in the mid-20th century. Even today, this virus kills over 300,000 children annually in countries with low vaccine coverage. Most deaths from measles result from pneumonia, caused either by the measles virus itself or by other microbes invading the damaged lungs. In developing countries, measles kills 1–5% of those it infects, but this may reach 30% in severely overcrowded living conditions such as refugee camps. The high mortality has long been assumed to be due to pre-existing malnutrition and other debilitating diseases such as malaria, but recent studies in Guinea-Bissau pinpoint another risk factor. They found that measles mortality was higher in rural areas where there are longer intervals between epidemics. This means that rural children experience measles at an older age than urban children. During a rural epidemic, more children per household are susceptible and are often infected sequentially, one from another, in a single epidemic. In this situation, mortality is higher in the second and third child to be infected than in the first (index) case. The reason is that measles virus is mainly spread by droplets generated by coughing, and it is most infectious over short distances in enclosed spaces. Thus, in this study, scientists argued that the index case most probably acquired the virus outside the home, where a low infecting viral dose is likely to result in a relatively mild illness. In contrast, the dose would be higher in the second family member infected from the first because of a cramped and crowded home. And if the more severe the infection, the more virus produced by sequential sufferers, then the dose received would escalate in the family chain along with the disease severity.

Because humans are the only host for measles virus, and the vaccine is safe and highly effective, measles eradication is feasible, and indeed has been achieved in the US, UK, and Australia over prolonged time periods. The Measles Initiative of 2001, set up with the eventual goal of worldwide measles elimination, had already reduced global measles deaths by 74% worldwide by 2005, mostly by increasing vaccine coverage in sub-Saharan Africa and the Eastern Mediterranean and Western Pacific regions. Now the immediate aim is to prevent 90% of measles deaths worldwide and to eradicate the virus by 2020.

Rubella is commonly called German measles because it was first described by a German doctor, Friedrich Hoffmann (1660–1742), in the 18th century, and it was distinguished from measles and scarlet fever by another German doctor, George de Maton, in the 19th century. The infection is generally mild, short-lived, and often passes unnoticed. It would be of little importance if that were the end of the story, but in the 1940s an Australian physician, Norman Gregg (1892–1966), noticed an association between rubella in pregnant mothers and congenital defects in their infants, commonly heart and eye abnormalities and hearing loss. Rubella virus in the mother’s blood crosses the placenta and grows in the baby, whose immune system is too immature to respond. This damages the baby’s developing organs, and the risk period coincides with organ formation between 10 and 16 weeks of pregnancy. Rubella vaccine is generally given along with measles and mumps vaccines in the MMR. Vaccine preparation, and has virtually eliminated congenital rubella in countries where vaccine coverage is high, but the condition remains a problem in developing countries. Mumps is also a relatively mild disease, particularly in childhood, when it may, like rubella, pass unnoticed. Vaccination is advised to prevent the severe complications of meningitis, encephalitis, and orchitis (inflammation of the testis). The latter develops in around 30é of males who catch mumps after puberty and is often bilateral, a condition that may lead to infertility.

Chickenpox is still rife in the UK, and is one of the commonest acute childhood infections worldwide. It rips through children’s nurseries and schools on a regular basis, infecting almost all susceptible children before moving on. However, an effective vaccine is available and is given to all children in the US, Canada, Australia, and some European countries, but is not used routinely in the UK. Although chickenpox behaves like a classic acute infectious disease analogous to measles, mumps, and rubella, the virus remains in the body for life after the initial infection and may later resurface to cause shingles.

Most people get two or three colds a year, suggesting that the immune system, which is so good at protecting us against a second attack of measles, mumps, or rubella, is defeated by the common cold virus. But this is not the case. In fact, there are so many viruses out there that cause the typical symptoms of blocked nose, headache, malaise, sore throat, sneezing, coughing, and sometimes fever, that even if we live for 100 years, we will not experience them all. The common cold virus, or rhinovirus, alone has over 100 different types, and there are many other viruses that infect the cells lining the nose and throat and cause similar symptoms, often with subtle variations. For example, unlike most respiratory viruses that spread best in the winter months, coxsackie viruses often cause summer colds, and echo- and adenoviruses may produce additional sore red eyes, a condition called conjunctivitis. All these viruses produce local symptoms after two or three days’ incubation period that last three to four days and require no treatment. However, infection often leads to loss of work or study time, and because the infections are so common, the global economic burden is enormous.

As any parent knows, young children are very prone to upper respiratory tract infections – the familiar ‘snotty-nosed kid’. They are susceptible to the large number of respiratory viruses circulating in the community at any one time, and although most infections are mild, any of these viruses can cause more severe disease, particularly in infants. An infection that spreads to the lower bronchial passages causing bronchiolitis, pneumonia, or croup can be alarming and may require hospital treatment.

Viruses such as parainfluenza and respiratory syncytial virus are particularly associated with these problems in infants, regularly causing epidemics and a peak in hospital admissions. Indeed, worldwide acute respiratory infections, mostly viral, cause an estimated four million deaths a year in children under. Anyone who confidently states that they have been off work for a few days with ‘the flu’ is likely to have suffered from one of the many cold-causing viruses, but a genuine attack of flu caused by influenza A or B is quite a different matter. Although producing similar respiratory symptoms, flu has more severe constitutional effects with additional aching muscles and fever, often lasting for seven days. Even after recovery, sufferers may feel lethargic and depressed for a while, further delaying their return to work. In temperate climates, flu A and B outbreaks occur most winters, with significant mortality, mainly from pneumonia, among the very young, very old, and those with other debilitating diseases. Furthermore, the economic burden through loss of work time and hospital admissions is great enough for governments to seek preventive and curative strategies.


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Faecal–oral transmission

Viruses that target the gut are just as diverse as respiratory viruses and, in the same way, the hundreds of different gut virus types can attack throughout life. These viruses are spread either directly by unwashed hands or via drinking water, food, and contaminated objects like surfaces and blankets; they are also highly adapted to our bodies and our lifestyle. They survive the acid environment of the stomach that kills most other invaders and then attack the gut lining, killing the cells and thereby stopping the production of digestive enzymes and preventing fluid absorption. All this induces the unpleasant symptoms of gastroenteritis. These viruses manufacture huge numbers of offspring that can survive for long periods outside the body, and infect with a very low virus dose. After an incubation period of between one and two days, the two key culprits, rotaviruses and noroviruses, induce sudden onset of projectile vomiting, profuse watery diarrhoea, and abdominal cramps, which effectively contaminate the environment and ensure their own survival.

Rotaviruses are a major cause of gastroenteritis globally, particularly targeting children under 5. The disease varies in severity but usually lasts four to seven days, with the main problem being dehydration. Indeed, rotaviruses cause over 600,000 infant deaths a year worldwide, mostly in developing countries where the viruses spread easily and emergency rehydration procedures are not always available. With up to a hundred billion (10 11) virus particles in each milliliter of faeces produced by an infected child, and only 10 virus particles actually required to pass the infection on, it is not surprising that rotavirus outbreaks are frequent and difficult to control.

As they circulate in the community, rotaviruses, like flu viruses, undergo genetic drift, accumulating point mutations until they are sufficiently different to infect those already immune to the parent virus strain. Also, many strains of rotavirus cause gastroenteritis in young animals such as calves, piglets, lambs, foals, chickens, and rabbits, which can act as rotavirus reservoirs. Again, like flu viruses, from time to time human rotaviruses undergo a genetic shift by gene reassortment with animal rotaviruses.

This can produce an entirely new strain with the potential to cause a widespread epidemic. Noroviruses are the second most common cause of viral gastroenteritis after rotaviruses, producing a milder disease of shorter duration. These viruses account for around 23 million cases of gastroenteritis every year, with epidemics commonly centering on nursing homes, hospitals, and children’s nurseries, camps, and schools. Unusually, immunological memory to noroviruses tends to be short, so epidemics affect adults as well as children.

Outbreaks among the passengers and staff of cruise ships often hit the headlines, not only ruining the luxury holiday for those on board but also causing severe loss of revenue for the cruise company as ships often have to be taken out of service while the source of the outbreak is identified and the ship disinfected.

The comparative sizes of a typical bacterium and representative viruses al (t example, a cruise ship bound for Alaska set sail from Vancouver with 1,218 passengers and 564 crew on board. The very next day, 5 passengers came down with gastroenteritis, and by the time they disembarked 7 days later, a total of 176 people had reported sick. In port, the ship was disinfected before taking on another group of holidaymakers, this time 1,336 passengers and 571 crew. On this trip, 219 people developed gastroenteritis, necessitating cancellation of the next cruise while the ship was subject to ‘aggressive cleaning and sanitizing’.

The environmental health inspectors could find no source of infection or ‘sanitary deficiencies’. This is commonly the case, and it just goes to show what an effective spreading strategy these viruses have evolved. The virus induces projectile vomiting, a single episode of which releases up to three million virus particles, theoretically enough to infect 300,000 people.

Enteroviruses are an unusual group of viruses because although, as the name suggests, they spread by the faecal-oral route, infect the gut, and are excreted in faeces, they only cause problems if they spread to other organs. Poliovirus is the best known in the group as it can cause a life-threatening disease, paralytic poliomyelitis, but only in around 1 in 1,000 of those it infects.

Like other enteric viruses, poliovirus can survive happily for long periods in water and sewage, so, where standards of hygiene are low, it spreads rapidly among young children. Polioviruses grow in the living cells of the gut and its associated lymph glands, producing no symptoms but, in a few cases, they target nervous tissues, where they may cause severe disease.

In the unlucky few, the virus homes to the brain, causing meningitis (called non-paralytic polio), or to the spinal cord, where it destroys nerve cells and paralyses the related muscles (paralytic polio). The latter is fatal in around 5% of cases, mainly when the paralysis involves the respiratory muscles, leading to respiratory failure.

Poliomyelitis is a disease of modern times, having risen to prominence in the West only in the 20th century. At one time, it caused terrifying summer outbreaks, seeming to strike indiscriminatingly at perfectly healthy children rather than spread from person to person. This was only halted when the vaccine was introduced in the 1960s.

In developing countries at this time and, it is assumed, before the 20th century in industrialized countries, polioviruses circulated freely in the community and infected virtually the whole population during early childhood. In this situation, paralytic poliomyelitis was almost unknown.

The silent nature of the infection is thought to result from residual maternal antibodies which passed across the placenta while the child was in utero, and protected it from paralytic disease by preventing viral spread outside the gut. Then, as standards of hygiene rose and infection in infancy became less common, many mothers remained uninfected and so had not generated antibodies that could be passed on to, and protect, their infants. Thus the incidence of paralytic polio was inversely related to levels of hygiene, rising along with industrialization of a nation.

Many virus families such as rotaviruses that rely on faecal-oral transmission and cause gastroenteritis in humans produce the same symptoms in animals, resulting in great economic loss to the farming industry. However, over the centuries, Rinderpest virus, the cause of cattle plague, has probably been responsible for more loss and hardship than any other.

Rinderpest virus is closely related to measles virus, but the disease it causes is very different. The virus infects cloven-hoofed animals such as oxen, buffalo, yak, sheep, goats, pigs, camels, and several wild species including hipD. H. Crawford, Rinderpest used to be a major problem in Europe and Asia, and when it was introduced into Africa in the late 19th century, it killed over 90% of cattle, with devastating economic loss. The Global Rinderpest Eradication Programme was set up in the 1980s aiming to use the effective vaccine to rid the world of the virus by 2010.

This was successful, and in October 2010 the disease was officially declared eradicated, the first animal disease and second infectious disease ever to be eliminated. Many acute infectious viruses thrive in hospital and care home settings, causing outbreaks of hospital acquired, or nosocomial, infections.

Although today’s headlines are generally dominated by notorious bacterial infections like MRSA (methicillin-resistant Staphylococcus aureus), Clostridium difficile, and the ‘flesh-eating bug’ Streptococcus pyogenes, nosocomial virus infections go unreported and are in fact a common cause of outbreaks severe enough to lead to ward closures. Unfortunately, in the close confines of a hospital ward, patients are easy prey for viruses. Viruses that circulate in the community causing silent or mild infections can be devastating to premature babies, those debilitated by cancer or other chronic illnesses, the elderly, and the immunosuppressed.

Most often, a recently admitted patient is the source of the infection but, not uncommonly, it is a staff member who may remain healthy and be totally unaware that he or she is spreading a potentially lethal virus. Norovirus, with its abrupt onset of projectile vomiting, is particularly difficult to control and, because its incubation period of 1 to 2 days is too short to allow identification of the source in time to prevent secondary spread.

Persistent viruses

Viruses fight a constant battle against host immunity, and for most there is just a small window of opportunity in which to reproduce and make a hasty exit before being wiped out by the formidable array of host defences. But some viruses have evolved strategies for overcoming these immune mechanisms and survive inside their host for prolonged periods, even for a lifetime.

Although the detailed mechanisms involved in these evasion strategies are very complex and varied, overall they encompass three basic manoeuvres: finding a niche in which to hide from immune attack, manipulating immune processes to benefit the virus, and outwitting immune defences by mutating rapidly.

Most persistent viruses have evolved to cause mild or even asymptomatic infections, since a life threatening disease would not only be detrimental to the host but also deprive the virus of its home. Indeed, some viruses apparently cause no ill effects at all, and have been discovered only by chance. One example is TTV, a tiny DNA virus found in 1997 during the search for the cause of hepatitis and named after the initials (TT) of the patient from whom it was first isolated.

We now know that TTV, and its relative TTV-like mini virus, represent a whole spectrum of similar viruses that are carried by almost all humans, non-human primates, and a variety of other vertebrates, but so far they have not been associated with any disease. With modern, highly sensitive molecular techniques for identifying non-pathogenic viruses, we can expect to find more of these silent passengers in the future.

The frequency with which viruses succeed in persisting in their hosts varies, with herpes viruses virtually always establishing a lifelong relationship that usually does no harm to the host.

Retroviruses also generally infect for life, but they may, like HIV, cause a disease in those they infect after a prolonged silent period. Other viruses, such as hepatitis B virus, struggle to evade the immune response, and many hosts eventually manage to clear the virus. Further, there are a few viruses that are usually cleared after primary infection but on rare occasions may stay put. Measles virus, for example, for unknown reasons persists after the acute infection in around 1 in 10,000 cases causing a fatal brain disease called sub acute sclerosing pan encephalitis (SSPE).

Because of the lifelong presence of foreign (viral) genes inside a host cell, a persistent virus can sometimes drive the cell it lodges in into uncontrolled growth, that is, to become cancerous. These include human T lymphotropic virus, hepatitis B and C viruses, Epstein–Barr virus, Kaposi sarcoma associated virus, and the papilloma viruses.

The herpesvirus family

Herpes viruses form an ancient family whose common ancestor probably evolved during the Devonian period around 400 million years ago when fish-like creatures were just emerging from the seas to inhabit dry land. In doing so, they must have encountered an array of ‘new’ microbes, among them the primitive phage-like viruses thought to be the ancestors of modern-day herpes viruses.

From this early beginning, herpes viruses have co-evolved with their hosts, each partner exerting selective pressure on the other until they have become remarkably well adapted to each other’s lifestyles, allowing the viruses to thrive long term, generally without detriment to the hosts. As their host species diverged, herpes viruses also diverged, so that now almost all species of mammals, birds, reptiles, amphibians, fish, and even some non-vertebrates, have their own particular herpes virus cocktail.

To date, over 150 different herpes viruses have been identified, all of which are large, enveloped DNA viruses coding for between 80 and 150 proteins. They are fragile viruses that cannot survive independently for long in the outside world, and so they tend to spread by close contact between infectious and susceptible hosts.

Without exception, herpes viruses establish a lifelong infection, often called a latent infection. The viruses survive inside host cells in a dormant state, having shut down their protein production and thereby having become invisible to host immunity. Occasionally, during the lifetime of the host this latent infection reactivates to produce new viruses. The evolution of this long-term strategy ensures that virus offspring reach a young and susceptible host population and thereby guarantees their survival.

There are three herpes virus subfamilies: alpha, beta, and gamma, with members categorized according to their biological properties, particularly the cell types in which they establish latency. So far, eight human herpes viruses have been discovered, named herpes virus (HHV) 1 to 8 in order of their discovery, but also given ‘common’ names by which they are more familiarly known.

We inherited these viruses from our primate ancestors, and so each has a counterpart in primates to which it is more closely related than it is to the other human herpes viruses. Having co-evolved with us, herpes viruses infect all human populations worldwide, including the most isolated Amerindian tribes.

It is generally assumed that in the past all the human herpes viruses were ubiquitous, but today their prevalence varies, the hierarchy perhaps reflecting their success at spreading between hosts in the modern world. Human herpes viruses can spread in a variety of ways: transmitted directly from mother to child in breast milk (CMV) or spread among family members and close contacts via saliva (HSV-1, CMV, EBV, HHV-6 and -7, KSHV). Of these viruses, HHV-6 and -7 are the most successful, infecting almost everyone worldwide.

The prevalence of EBV, HSV-1, and CMV is also high, but each has experienced a recent drop in areas where high standards of hygiene tend to block their transmission. Interestingly, HSV-2 and KSHV have a much lower prevalence than the other human herpes viruses and show a more restricted geographical distribution, being most common in parts of Africa.

These viruses rely on salivary transmission in childhood (KSHV) and/or sexual transmission between adults, and scientists speculate that they are the most vulnerable to recent cultural and lifestyle changes and therefore their worldwide distribution is the first to be significantly eroded.

The alpha human herpes viruses, HSV-1 and -2, are 85% identical at the DNA level, but traditionally HSV-1 causes a cold sore on the face whereas HSV-2 causes genital herpes. Although this is still generally true, in fact both viruses can infect the skin of the face and genital area, and a rising minority of genital herpes cases is now caused by HSV-1.

HSV-1 and -2 access the b to induce immunity without severeb37ody through a cut or abrasion and target skin cells where they replicate, killing the infected cells as new viruses are produced.

The majority of primary HSV infections are silent, but they sometimes cause a painful rash of tiny blisters in and around the mouth or in the genital area. With each blister containing thousands of virus particles; it is easy to see how the virus spreads to other individuals. HSV infection of the skin soon attracts the attention of immune cells and the lesions heal rapidly, but not before some virus particles have secretly infected nerve endings in the skin and climbed up the nerve fibers to the cell nucleus where they establish latency.

HSV from a facial infection (mainly HSV-1) goes latent in the trigeminal ganglia at the base of the skull, whereas viruses from genital lesions (mainly HSV-2) head for the sacral ganglia alongside the lower spinal column. As nerve cells survive for the life of the host and do not divide, they are an ideal site for a virus to lie low for a while.

But to assure its long-term survival, at some stage the virus must wake up and move on. So from time to time, new viruses are produced, which travel down the nerve fibres and are shed into saliva or genital secretions.

This reactivation may be silent or may manifest as a cold sore on the face, classically on or near the lips, in around 40% of those carrying HSV-1, and as genital herpes in around 60% of those carrying HSV-2. The triggers for HSV reactivation in an individual carrier are often quite clear and recognizable: decreased immunity due to drugs or illness, fever, increased levels of ultraviolet light (classically precipitated by a skiing trip), or menstruation and stress, but the molecular mechanisms involved are not understood.

Chickenpox, as a very common, acute infection of childhood, but being a herpes virus, VZV establishes a latent infection in virtually everyone it infects. Like the HSVs, VZV hides in nerve cells, but as the chickenpox rash is widespread on the body, the virus may lodge in the spinal ganglia related to any or all of the nerves supplying the skin.

Latent VZV can reactivate to cause shingles at any time in life, but this is most common in the elderly. Reactivation usually occurs in a single nerve cell, causing the typical painful shingles rash of tiny blisters along the course of that particular nerve. As infectious viruses are shed from these lesions, individuals who have not had it before can catch chickenpox from them. But shingles is not caught either from cases of shingles or chickenpox, as it is the result of reactivation of internal, latent viruses.

As with the HSVs, the molecular mechanisms involved in VZV reactivation are unknown, and why it should occur most commonly in nerves supplying the eye, neck, and trunk is also a mystery. However, again similar to HSV, reactivation is more common in patients with immunosuppression, including those who are HIV positive, have had an organ transplant, or are receiving chemotherapy. In all these groups, the rash may be severe, widespread, and even life-threatening, but several antiviral agents, including aciclovir, can have a beneficial effect.

Of the three human beta herpes viruses, CMV is the only one that causes significant health problems. Although the virus infects most people silently, it occasionally causes a glandular-fever-like illness at primary infection. But more importantly, the virus in a pregnant woman’s blood may on rare occasions cross the placenta and infect her unborn child. When this happens, it causes cytomegalic inclusion disease in around 10% of affected infants, inducing a wide range of symptoms including growth retardation, deafness, abnormalities of internal organsre0S blood clotting, and inflammation of the liver, lungs, heart, and brain.

CMV establishes latency in the bone marrow stem cells that develop into blood monocytes and tissue macrophages. These cells transport the latent virus via the blood to the tissues where virus reactivation is common. In healthy hosts, this is dealt with by the immune system without causing disease, but CMV replication produces significant pathology in immunosuppressed patients, and was responsible for blindness, severe diarrhoea, pneumonia, and encephalitis in many HIV-positive people before effective antivirals were developed in the early 1990s.

The two human gamma herpes viruses, EBV and KSHV, are both tumour viruses. However, although KSHV appears to cause no problems on primary infection, EBV may cause glandular fever, also called infectious mononucleosis. EBV generally infects silently during childhood, but if infection is delayed until adolescence or early adulthood, it causes glandular fever in around one-quarter of cases.

As childhood infection is virtually ubiquitous in developing countries, and is also very common in low socioeconomic groups in developed countries, glandular fever is most prevalent in high socioeconomic groups in the developed world. In these situations, it is quite common among senior school pupils and university students, estimated to affect around 1 in 1,000 university students per year in one UK study.

EBV infects and establishes latency in blood B cells, and perhaps because these cells are themselves part of the immune system, the infection engenders an exaggerated T cell response. Indeed, the symptoms of glandular fever, which typically include sore throat, fever, enlarged glands in the neck, and fatigue, are immune pathological in nature, caused by this massive outpouring of T cells rather than directly by the virus infection itself. Although the illness usually resolves over 10 to 14 days, fatigue may persist for up to 6 months, sometimes causing quite severe disruption to the sufferer’s way of life.

On rare occasions, EBV causes tumours and has also been suggested as the cause of several other diseases, particularly autoimmune diseases such as rheumatoid arthritis and multiple sclerosis.

The retrovirus family

Retroviruses infect a wide range of animal species, often acting as a silent passenger, but sometimes causing immunodeficiency, leukaemia, or solid tumours. There are several retroviruses that cause immunodeficiency in humans all of which have been acquired from primates. Today, these HIVs are the only non-tumour-forming retroviruses to cause disease in humans, but there are intriguing clues to suggest that ancient hominids may have been prey to several more. Evidence for this theory comes from the large number of identifiable retroviral remnants within the human genome, but how and when they got there, and why they have been retained, remains a mystery. Perhaps our ancestors survived the onslaught of these infections by developing resistance while those who did not simply died out.

Human HIVs include not only HIV-1 group M, the pandemic strain of HIV, but also HIV-1 strains N, O, and P, and HIV-2. We now know that all these viruses recently jumped from primates to humans in Africa, and it is probable that such transfers have occurred from time to time throughout our history, but remained unnoticed because they did not spread beyond the immediate area. It was the unique occurrence of HIV-1 group M spread from Africa to Haiti and on to the USA in the 1960s that prompted the first description of AIDS in 1980 and the isolation of the virus in 1983.

HIV-hospital-acquired virus2, discovered in 1986, is only 40% identical to HIV-1 and has a quite distinct origin, having been acquired from the sooty mangabey monkey in West Africa. Although this virus spreads in the same way, infects the same cell types as HIV-1, and also causes AIDS, it is less infectious than HIV-1 and has remained local to West Africa.

HIV-1 and AIDS Since humans have acquired HIV-1 only recently, we lack genetic resistance to the virus, and thus virtually every untreated infection eventually ends in death from AIDS. Just a few fortunate individuals are resistant to infection. Although AIDS was first described in gay men, and shortly afterwards injecting drug users and haemophiliacs were found to be at risk, worldwide the virus is mainly transmitted by heterosexual intercourse.

There are now 33 million people living with HIV, with around 2.7 million new infections, and 2 million deaths, per year. The virus has invaded virtually every country in the world, with the overwhelming impact in developing countries; 22 million people are living with HIV in sub-Saharan Africa. But even these startling figures belie the tragedy of the worst-hit African countries where life expectancy has tumbled to below 40 years by the wholesale death of previously healthy and productive adults, creating an economic downturn, severe poverty, and around 15 million AIDS orphans.

HIV infects cells bearing the CD4 marker, mainly helper T cells and tissue macrophages. Virus infection occurs through contact with the blood or genital secretions of a carrier, usually via a tear or abrasion in the epithelium lining the genital tract, or, commonly, an open sore caused by another sexually transmitted infection such as HSV, gonococcus, or syphilis. On entry, the virus initially targets Langerhans cells, the subset of macrophages that patrol the skin and epithelial surfaces, including the lining of the genital tract.

These cells then carry the virus to the local lymph glands, where literally millions of CD4 T cells congregate while taking a rest from circulating in the blood. Infection of these long-lived cells not only disseminates the virus throughout the body but also provides a site of persistence as the proviral genome integrates into their DNA.

The clinical course of HIV infection naturally divides into three stages: the acute, the asymptomatic, and the symptomatic phases, the last being manifest as AIDS. People infected with HIV often experience a primary illness known as the acute retroviral syndrome between one and six weeks after infection.

This is a fairly non-specific illness with fever, sore throat, swollen glands, a rash, and general aches and pains, and usually lasts up to 14 days followed by complete recovery. Initially, the virus multiplies freely in CD4 T cells, destroying over 30 million of them every day.

Levels of virus in the blood (called the viral load) rise to a peak in the first few weeks, after which the immune response kicks in, controlling but not completely clearing the virus. The viral load then falls, and by six months it has generally stabilized to a ‘set hospital-acquired virus’ level, the height of which depends on the strength of the immune response and is all important in predicting the further course of the disease; the higher the set point, the quicker the progression to AIDS.

In an untreated person, the asymptomatic phase of HIV infection lasts between 6 and 15 years depending on the viral set point, and although carriers in this phase are generally well, HIV continues its battle with their immune system, causing cumulative damage. Early on, the HIV genome in infected cells is fairly uniform, but the more it replicates, the more it throws up mutants, some of which can evade the immune response.

As these mutants prosper, an arms race develops between immune T cells and antibodies, on the one hand, and a series of immunity-evading virus mutants, on the other. CD4 T cells are pivotal to the continually evolving immune response, but HIV replicates in these cells and destroys them at such a rate that the body cannot keep pace. Eventually, the CD4 cell production line runs dry and numbers decline. Without antiviral drugs to control virus replication, the body’s capacity to replenish CD4 cells is eventually exhausted, such that when the level drops below the critical threshold of 200 CD4 cells per milliliter of blood, immunity to other pathogens fails and they take the opportunity to invade.

Evidence of declining immunity and the imminent onset of the symptomatic phase of the HIV infection, AIDS, often include weight loss, night sweats, recurrent chest infections, skin lesions such as warts, and oral ulcers and infections like thrush and cold sores. These are then followed by the relentless onslaught of a plethora of opportunistic infections, including reactivation of persistent microbes like CMV, HSV, VZV, and TB, as well as tumours caused by HPV, KSHV, and EBV. One of the hallmarks of AIDS is infection with microbes that are no problem to people with healthy immune systems, for example pneumonia caused by avian TB or the fungus Pneumocystic jirovecii, (previously P. carinii) - the latter provided the clue to the recognition of AIDS as a new disease in 1980.

Central nervous system manifestations are also common in AIDS, as HIV invades the brain at an early stage of the disease, infecting and killing cells, causing progressive degenerative changes leading to AIDS-associated encephalopathy and dementia. In addition, CMV and another very common, persistent, and generally asymptomatic virus called JC (from the initials of the patient from whom it was first isolated) may cause progressive degenerative brain disease in AIDS sufferers.

Death from one of these infections inevitably follows, often within months. Fortunately, today antiretroviral therapy has transformed this grim picture of HIV infection into a treatable chronic disease, but this treatment is not without its problems, and there are still millions of HIV sufferers in the developing world who have no access to these life-saving drugs.

Hepatitis viruses

Hepatitis, meaning inflammation of the liver, can be caused by a variety of viruses as well as toxic chemicals such as alcohol and the drug paracetamol. The liver is a huge organ with plenty of spare capacity, so mild inflammation often passes unnoticed. The main indication of more severe damage is the yellow discoloration of the skin known as jaundice, often most noticeable in the whites of the eyes.

Several viruses, including Epstein–Barr and herpes simplex viruses, can cause hepatitis as part of a generalized infection, but for others the liver is their main site of replication, causing them to be lumped together as ‘the hepatitis viruses’.  

To date, five human hepatitis viruses have been discovered and named A, B, C, D, and E. With the exception of HDV, all these viruses either infect silently or produce clinical hepatitis varying in severity from mild and self-limiting to fulminate – that is, acute liver failure which is generally fatal unless a liver transplant can be performed as an emergency procedure.

Hepatitis A and E viruses spread by the faecal–oral route causing epidemics of ‘infectious jaundice’, and where standards of hygiene are low most children are infected at an early age. Although the illness may be prolonged, recovery is the rule, and the viruses do not persist thereafter. In contrast, hepatitis B and C viruses may persist after primary infection, and this can lead to chronic hepatitis, cirrhosis, and liver cancer. Hepatitis D virus (HDV), also known as delta virus, is unique among human viruses in being defective and requiring the assistance of HBV for its transmission.

Specifically, HDV particles consist of an RNA genome surrounded by their own protein but enveloped in HBV surface antigen that acts as its receptor for getting in and out of liver cells. So this virus can only replicate in cells already infected with HBV and manufacturing HBV surface antigen. HDV may be transmitted along with HBV or may infect an HBV carrier, and in both cases it tends to worsen the infection by increasing the liver damage and accelerating the onset of chronic liver disease.

Hepatitis C virus is mainly spread by blood contamination. Once routine testing of donor blood excluded most HBV-infected units in the 1970s, HCV became the commonest cause of viral hepatitis following blood transfusion. But after its discovery in 1989, when blood and blood products were screened for HCV, the commonest route of transmission became needle sharing by intravenous drug users. Around 10% of carrier mothers pass the virus to their newborn offspring, but household and sexual contacts are not thought to be at increased risk.

HCV presently infects around 170 million people. Infection occurs worldwide but shows marked geographical variation, with 1-2% of the population infected in the USA, northern Europe, and Australia, and rates of up to 5% in southern and central Europe, Japan, and parts of the Middle East. The highest levels of around 20% are recorded in Egypt, where a treatment programme for the parasitic disease bilharzia in the 1960s unwittingly spread the virus by using non-sterile needles.

Only about one-quarter of those with primary HCV infection develop hepatitis with symptoms, but whether symptomatic or not, around 80% of acute HCV cases progress to a chronic phase. HCV has many ways of dodging the body’s immunity. As an RNA virus, HCV, like HIV, mutates rapidly and this, combined with its extremely high replication rate, generates a whole array of minor genetic variants, called quasispecies, in a single individual. Some of these variants manage to evade immune T cells and antibodies generated specifically to combat the virus, and these mutants then flourish until the immune response catches up with them. Then another viral variant will come to

prominence, and this immune driven evolution will continue to foil host immunity ad infinitum. HCV also evades host immunity by blocking antiviral mechanisms inside infected cells, preventing the production of cytokines like interferon.

The virus also induces regulatory T cells that paradoxically damp down anti-HCV immunity. The importance of this is demonstrated by the finding that during primary HCV, the height of this response reflects the outcome: those with a high level of regulatory T cells have a higher viral load and are more likely to develop a persistent infection than those with a lower level of the same cells.

It is not clear whether the liver damage caused by HCV infection is directly due to virus replication in liver cells or to immunopathology, but whatever the mechanism, there are signs of ongoing liver damage in all chronic HCV carriers, many of whom are unaware of the infection, and this progresses to chronic active hepatitis and/or cirrhosis in up to 70% of cases. Intensive antiviral treatment can clear the virus in some cases, but this is expensive and only affordable by health services in the developed world.

No vaccine is available to prevent HCV infection, and with 3% of the world’s population currently infected, this is now the commonest cause of liver failure and indication for liver transplantation in the Western world. Chronic HCV infection is also associated with the development of liver cancer, and in countries where HBV prevalence has decreased due to the screening of donor blood and more recent vaccination programmes, HCV is now the major risk factor for this tumour. HBV was discovered by chance in 1964 in the blood of an Australian Aborigine and shown to be a major cause of transfusion-associated hepatitis. The virus is extremely infectious and carriers have high viral loads in blood and body fluids. It spreads by close contact, particularly sexual intercourse, and mother to child, as well as by blood contamination of medical instruments, dental drills, and needles used for injection, and household utensils such as razors, toothbrushes, and by tattooing, body piercing, and acupuncture. Intravenous drug users and gay men are at particular risk of infection. Around 350 million people worldwide carry HBV.



(5) Virology

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Tumor virus genomes SV40

Tumour viruses

The history of tumour virology began in 1908 when two Danish scientists, Wilhelm Ellermann and Oluf Bang, transmitted chicken leukaemia from a leukaemic bird to a healthy bird by injection of a filtered extract of leukaemic cells. The importance of this experiment was not fully appreciated at the time as leukaemia was not generally recognized as a malignant disease, and it was only after US scientist Peyton Rous transmitted a solid tumour from tumour-bearing to healthy chickens in 1911 that the findings had an impact. Both experiments indicated that some kind of ‘filterable agent’ was involved in tumour development, yet they pre-dated the identification and characterization of viruses.

Due to this lack of knowledge and the fact that tumours do not generally behave like an infectious disease, the scientific community was slow to grasp their importance. Indeed, Rous had to wait over 50 years before he was awarded a Nobel Prize for his work on what became known as the ‘Rous sarcoma viruses.

Over the intervening years, other pioneering tumour virologists began to uncover the complex molecular mechanisms involved in tumour development. Using a combination of tumour-susceptible strains of laboratory animals and cell culture techniques, they identified specific viral genes which could convert, or transform, normal cells into tumour-like cells in a culture dish and also induce them to form tumours in laboratory animals. These genes are called viral oncogenes, and unravelling the various ways in which they transform cells has been instrumental in uncovering the molecular mechanisms involved in cancer development in general. Most importantly, the discovery in the 1980s that viral oncogenes have counterparts in the normal cellular genome (called proto-oncogenes) led to the realization that some time in the distant past these tumour viruses must have picked up, or transduced, their oncogenes from the cells they infect.

Tumours develop when a single cell in an organism is somehow released from the usual constraints that regulate its growth and it replicates unchecked. This rogue cell then produces a mass of similar cells, forming a tumour (or cancer) that invades the surrounding tissues and may spread from its original site.

Healthy cells are subject to many complex chemical checks and balances which ensure that they grow and divide, age and die, only when appropriate. Not surprisingly, therefore, the development of a cancer cell involves mutations that alter the function of the genes that regulate these vital cellular controls. Both an increase in the action of genes that drive cell proliferation (called cellular oncogenes and including the proto-oncogenes that some tumour viruses have picked up) and a decrease in function of genes that inhibit cell division or induce cell death (called tumour suppressor genes) will have the effect of releasing the cell from normal constraints in favour of uncontrolled proliferation.

One in three people develop cancer at some time during their lives, resulting in nearly 11 million new cases, and well farming revolution depending on the over 6 million deaths worldwide every year. For most, the cause is unknown, although there are some well-known associations with environmental factors. Common examples are smoking that predisposes to lung cancer, exposure to strong sunlight that is linked to skin cancer, and asbestos inhalation that causes a tumour of the cells lining the lungs called a mesothelioma. However, the onset of cancer is not an abrupt process resulting from a single cellular event, but a long journey during which the cell undergoes a series of ‘hits’ that induce mutations and eventually turn it into a cancer cell. One of these hits could be exposure to tobacco, UV irradiation, or asbestos. Now that the whole human genome has been sequenced, scientists have catalogued the mutations in cancer cells and have found that there are literally thousands. One of the cancer-inducing cellular hits may be infection with a virus, but since many more hits are required to produce a cancer cell, a tumour is usually a rare and late outcome of infection with a tumour virus.

Human tumour viruses

After the link between viruses and tumours in animals was finally accepted, scientists still struggled to find similar associations in humans, and many began to doubt their existence. Even when the first candidate human tumour viruses were finally identified in the 1960s, general acceptance was slow in coming. Again, there was no obvious sign that they were infectious, and the virus infection turned out to be far more common and widespread than the tumours they were supposed to cause. Many believed that the associations were chance findings and viruses were just ‘passengers’ in the tumour cells rather than driving their growth. Indeed, it is still very difficult to provide watertight proof of a viral cause for a human cancer, or even draw up criteria that must be met to substantiate the association, as each virus uses different mechanisms and tumour development often involves co-factors with their own particular characteristics.

However, in general, the following criteria should apply:

• The geographical distribution of the virus coincides with that of the tumour;

• The incidence of the virus infection is higher in tumour-bearing than healthy subjects;

• Virus infection precedes tumour development;

• Tumour incidence is decreased by prevention of the virus infection;

• Tumour incidence is increased in immune compromised people.

For a suspected tumour virus:

• The viral genome is present in tumour but not in normal cells;

• The virus can transform cells in a culture system;

• The virus can induce tumours in experimental animals.

Worldwide, 10-20% of human cancers are linked to viruses, including some common tumours like cervical cancer in women and liver cancer, which is more common in men. So far, all the human tumour viruses discovered are persistent viruses that successfully evade their hosts’ immune attack and remain on board long term. This is a rather comfortable position for a virus to be in, and it is hard to see why it should evolve tumorigenic properties since killing its host is not advantageous to its survival. But now that the mechanisms involved in viral oncogenesis are at least partially understood, it is clear that cell transformation generally results from the misuse of functions vital for the virus’s survival and that it around 5,000 to 10,000 years agos virusleH generally involves a number of cofactors.

The exceptions to this rule are oncogenic members of the retrovirus family that carry oncogenes that act directly to transform a cell.

Oncogenic retroviruses

Although most human tumour viruses known today are persistent DNA viruses, the first animal tumour viruses to be discovered, including Rous sarcoma virus, were mostly RNA retroviruses.

Uniquely, when these viruses infect a cell, they produce a DNA copy of their RNA genome, a provirus, which inserts into the cellular genome and thereafter is replicated along with cellular DNA. This remarkable feat not only protects the virus from immune attack and ensures its survival for the lifetime of the cell, but also has the potential to reprogramme the cell’s own gene

expression, so influencing its growth control mechanisms. The only human oncogenic retrovirus identified to date is human T lymphotropic virus that belongs to a group of large retroviruses which also includes the simian and bovine leukaemia viruses. These three viruses do not contain genes transduced from their hosts but have a region in the genome called pX containing genes with a variety of functions including cell transformation. However, all three viruses only rarely cause tumours, and then only many years after the initial infection. This suggests that the infection is not enough on its own and some as yet unknown cellular mutations must be instrumental in tumour progression.

Human T lymphotropic virus (HTLV-1)

HTLV-1 infects approximately 20 million people in distinct geographical areas around the world. Fortunately, only a small percentage of these carriers develop HTLV-1-related diseases, generally after a latent period lasting for several decades. These diseases include adult T cell leukaemia and the non-malignant myelopathy, also called tropical spastic paraparesis. The latter is a chronic neurological illness that causes progressive disability over decades, with over half the sufferers eventually becoming immobile.

HTLV-1 was first isolated in 1980 by Robert Gallo and his team in Baltimore, USA, during an intensive hunt for human tumour retroviruses. These scientists used the recently identified T cell

growth factor called interleukin-2 to grow leukaemic T cells for the first time in culture and combined with new assays for reverse transcriptase (RT), the enzyme produced by replicating retroviruses. They found a culture from just one patient’s leukaemic cells that produced RT and eventually isolated HTLV-1 from this patient’s cells. Several years earlier, Kiyoshi Takatsuki and colleagues in Kumamoto, Japan, had described a newly recognized disease called adult T cell leukaemia (ATL) with cases particularly clustering in the southwest of the country, a fact that suggested an environmental or infectious cause. In 1981, these scientists isolated a retrovirus from cultured ATL cells which turned out to be identical to HTLV-1.

In addition to Japan, where around 1.2 million people are infected with HTLV-1, the incidence

reaching up to 15% in the southwest region, other HTLV-1 high-incidence areas include sub-Saharan Africa, the Caribbean, and some pockets in South America, the Middle East, and Melanesia. Exactly how the virus reached these disparate populations is not known. Recent molecular studies show that HTLV-1’s closest relatives are among the simian retroviruses carried by several Old World monkey species in Africa and Asia, and find evidence of several past transmissions from these animals to humans. Those viruses that thrived in their new host were disseminated by ancient human migrations. One strain is thought to have reached Japan some time before 300 BC, when an invasion from mainland around 5,000 to 10,000 years ago Asia drove the indigenous population to the north and southwest. These are the areas where the highest incidences are found today. Another strain originating in Africa was probably carried to the Caribbean by the slave trade, and from thence to South America.

HTLV-1 primarily infects blood T cells and has three main routes of spread: from mother to child, through sexual intercourse, and by blood contact, including transfusion of blood and cellular blood products and needle sharing among intravenous drug users. In Japan, mother to child transmission is the most common route, mainly via breast feeding, when 25% of the babies of virus-carrying mothers become infected.

HTLV-1 persists in blood T cells for life, but the infection is generally harmless. However, between 2% and 6% of cases progress to ATL or lymphoma, both of which are generally aggressive, difficult to treat, and rapidly fatal. ATL is an adult disease, but almost all patients suffering from it acquired the virus from their mothers in infancy, indicating that the disease requires a long incubation period.

This suggests that HTLV-1 infection is only one of a series of cellular events that lead to ATL. Studies have identified HTLV-1’s ‘tax’ gene as the major transforming gene. This codes for the ‘tax’ protein that has a multitude of functions including driving cell proliferation, decreasing cell death, and increasing virus replication. One particularly important function is the production of a self stimulatory growth loop that causes the cell to produce the T cell growth factor, interleukin-2. At the same time, it up-regulates the expression of the T cell growth factor’s receptor on the cell surface. All these functions enhance the survival of the virus by increasing the number of infected cells in the body and also increase the chance of random mutations occurring in infected cells.

There are no very effective treatments for ATL, and no vaccine against HTLV-1 that would prevent infection. However, in most countries, blood for transfusion is routinely screened for HTLV-1, so blocking this route of spread. In addition, most mothers to child transmission can be prevented by antenatal testing and advising HTLV-positive mothers not to breast feed. This test is in place in Japan, but its effect on incidence of ATL will not be evident for several decades.

The herpes viruses

Herpes viruses form a very widespread and highly successful family, having evolved mechanisms to evade immune responses and persist in their hosts for life. By far the majority of these persistent infections are ‘silent’, or asymptomatic, but occasionally problems may arise. For a significant number of herpes viruses that infect humans and other vertebrates these include tumour development.

Of the eight known human herpes viruses, two are oncogenic – Epstein–Barr virus (EBV) and Kaposi sarcoma-associated herpes virus (KSHV). Both viruses spread by close contact, mainly by salivary contact during childhood. Among adults, KSHV spreads by the sexual route, especially between male homosexual partners, and there is some evidence that EBV can also be spread sexually. These viruses both establish latency in blood B cells. EBV also replicates in epithelial cells lining mucosal surfaces and KSHV in endothelial cells lining blood vessels.

Relative to other viruses, herpes viruses are large, coding for between 70 and 100 genes, and polymerase chain reaction (PCR)th virus both EBV and KSHV carry their own set of latent genes that induce cell proliferation. It is thought that expression of these genes helps the virus establish a persistent infection in the body. Some of the latent genes are viral oncogenes, but unlike retroviruses that have transduced their oncogenes from their host genome, these are unique to the virus. These oncogenes interfere with cellular control mechanisms, driving cell proliferation, and enhance the virus’s long-term survival.

Both EBV and KSHV cause tumours that are geographically restricted, suggesting the involvement of local co-factors. People whose immune systems are suppressed are also at risk of tumours caused by these viruses because they are incapable of controlling the latent virus infection. EBV was discovered in 1964 after the London-based virologist Anthony Epstein spent two years searching for a virus in biopsy material from Burkitt lymphoma (BL). BL, the commonest childhood tumour in central Africa, was first described by a British surgeon, Denis Burkitt, in 1958, while working in Uganda. The tumour, which is composed of B cells, mainly targets children between the ages of 7 and 14 and is more common in boys. The clinical presentation is striking, with fast-growing swellings, most often around the jaw, and it is rapidly fatal if untreated. Burkitt mapped the geography of the tumour to low-lying areas in equatorial Africa where the rainfall exceeded 55 cm per year and the temperature did not fall below 16°C. Because of this tight geographic restriction, Epstein proposed an infectious cause for the tumour and began his search. He and his graduate student, Yvonne Barr, eventually isolated the new herpes virus that now bears their names from cultured BL cells. But it soon became apparent that this was a ubiquitous virus, making it difficult to prove that it caused a tumour restricted to children in central Africa.

We now know that BL is also common in the coastal regions of Papua New Guinea and that around 97% of all tropical BL tumours contain EBV. BL also occurs at low incidence in temperate regions, where only around 25% of tumours are EBV-associated. Surprisingly, the viral oncogenes are not expressed in BL cells, so the role of EBV in cell transformation is unclear. In contrast, a cellular genetic abnormality is present in all BL tumour cells whether EBV-associated or not. This involves a chromosome translocation that moves a cellular oncogene called c-myc from its normal place on chromosome 8 to another location. In doing so, this deregulates the oncogene, and it causes uncontrolled cell proliferation, clearly an important step in tumour development.

The local climatic conditions for BL in Africa as defined by Burkitt also apply in New Guinea and mirror those of year-round malaria infection. For malaria, these conditions are determined by the breeding requirements of its vector, the mosquito. EBV is not spread by mosquitoes, but it seems that malaria is an added risk factor for the development of BL, perhaps because the associated chronic inflammation enhances the survival and proliferation of EBV-infected B cells. However, we still don’t know exactly how malaria infection, c-myc deregulation, and EBV infection act together to promote tumour development.

Interestingly, there is an increased incidence of BL in AIDS patients around the globe, but only about one-quarter of these tumours contain EBV. This suggests that HIV infection with its associated immune suppression and chronic inflammation can replace th remains a mystery–0Se need for EBV and malaria in tumour development.

The situation is much clearer for EBV-associated tumours that occur in people whose immunity is suppressed either because of a congenital immune defect or immunosuppressive drugs like those taken by transplant recipients to prevent the rejection of their grafted organ. Suppression of T cell immunity in particular allows EBV-infected cells expressing viral oncogenes to survive and proliferate, sometimes causing a tumour. This seems a very direct form of tumour production, but the fact that only a minority of immune suppressed people develop tumours suggests that additional factors, presumably cellular mutations, are required for tumour growth.

EBV is also found in around 50% of cases of Hodgkin’s lymphoma, particularly those in children in developing countries, in people with HIV, and in elderly Caucasians, as well as epithelial tumours of the nasal mucosa called nasopharyngeal carcinoma which are very common in southern China, and in around 10–20% of stomach cancers.

Kaposi sarcoma-associated virus was discovered in 1994 by husband and wife team Yuang Chan and Patrick Moore in Pittsburgh, USA, after a search prompted by the epidemic of Kaposi sarcoma (KS) in people infected with HIV. KS occurs in three forms, the first being the ‘classic’ form described by Austro-Hungarian dermatologist Moritz Kaposi (1837–1902) in 1872. This characteristically presents as multiple reddish-brown patches on the skin of elderly men of Mediterranean, Eastern European, or Jewish origin. It is slow-growing and only rarely invades internal organs. The second is the ‘endemic’ form of KS that is found in East Africa and is similar to the classic form but invasion of internal organs is more common. The third KS type is ‘AIDS-associated’ and was initially very common in gay men in the West, but while its incidence there has declined following the introduction of retroviral therapy for HIV, it has increased in sub-Saharan Africa, where it is now the commonest HIV associated tumour.

KS lesions are composed of KSHV-infected endothelial cells known as spindle cells. In addition, the virus produces factors that stimulate excessive new blood vessel formation, giving the tumour its characteristic red colouration. The viral genome contains oncogenes and also growth factor and growth factor receptor genes, all of which stimulate tumour cell proliferation. KSHV also causes the rare B cell tumours multicentric Castleman’s disease and primary effusion lymphoma. All these tumour types occur more commonly with immune suppression.

Hepatitis viruses

Primary liver cancer is a major global health problem, being one of the ten most common cancers worldwide, with over 250,000 cases diagnosed every year and only 5% of sufferers surviving 5 years. The tumour is more common in men than women and is most prevalent in sub-Saharan Africa and South-East Asia where the incidence reaches over 30 per 100,000 population per year, compared to fewer than 5 per 100,000 in the USA and Europe. Up to 80% of these tumours are caused by a hepatitis virus, the remainder being related to liver damage from toxic agents such as alcohol. As we have seen in the previous chapter, there are five human hepatitis viruses (A, B, C, D, and E), of which hepatitis B and C viruses cause liver cancer. These two viruses are unrelated to each other, HBV being a small DNA hepadnavirus, whereas HCV is a flavivirus with an RNA genome. However, both primarily attack the liver, causing either overt hepatitis or a silent infection on first encounter. In some people, they persist, often causing continued liver damage, cirrhosis, and, in the unfortunate few, liver cancer. Archaea, Bacteria, and Eukaryal (The association between HBV and liver cancer is supported by the geographical co-incidence between the highest levels of virus infection and tumour occurrence; these occur in South America, sub-Saharan Africa, and South-East Asia. In addition, a large study carried out on 22,000 men in Taiwan in the 1990s showed that those persistently infected with HBV were over 200 times more likely than non-carriers to develop liver cancer, and that over half the deaths in this group were due to liver cancer or cirrhosis.

However, the mechanism of tumour development by HBV is not entirely clear. Since the tumour develops many years after the initial infection, several rare events must be required for tumour outgrowth. The virus does not code for any proteins that transform liver cells in tissue culture or induce tumours in animals, but it carries a gene called X that can activate cellular genes and may therefore influence the cell’s growth control mechanisms. Also, the majority of tumours contain one or more copies of the HBV genome integrated into cellular DNA. This integration is randomly sited and probably occurs as an accident during division of an HBV-infected cell since, unlike retroviruses, integration is not part of HBV’s natural life cycle. This event may occur on several occasions over a lifelong infection, but can only promote tumour development if the site of integration allows the X gene to influence cellular genes, tipping the balance in favour of cell growth. In addition, the chronic inflammation caused by persistent infection of liver cells, with recurring cycles of cell infection, immune destruction, and liver cell regeneration which sometimes lead to cirrhosis, may provide growth factors that aid tumour growth. Finally, certain toxins that may contaminate poorly preserved food can cause liver cancers in animals. Aflotoxin B1 produced by fungi is one such example that may therefore act as another unrelated co-factor for the disease in humans. A vaccine against HBV is available, and its use has already caused a decline in HBV-related liver cancer in Taiwan, where a vaccination programme was implemented in the 1980s.

Similar to HBV, persistent HCV infection is associated with the risk of primary liver cancer, and in countries where the rates of liver cancer have recently fallen thanks to an HBV vaccination programme targeted at high-risk groups, HCV is now the commonest cause of this fatal disease.

The mechanism of HCV tumour development is far from clear, and the fact that the virus could not be grown in culture until recently severely hampered research programmes. Importantly, though, extensive searching of tumour tissue has failed to find any trace of the virus, and no transforming viral genes have been identified. These facts suggest that the role of the virus in tumour development is entirely indirect. Perhaps the chronic inflammatory processes stimulated by the virus over decades are enough on rare occasions to trigger malignant change.

Papilloma viruses

Nearly everyone has suffered from unsightly warts on the hands or painful verrucae on the soles of the feet at some time in their lives. These are caused by human papilloma viruses (HPVs), a very large family of viruses with over 100 different types. Infection with HPVs is very common and although most, like those causing warts and verrucae, are harmless, a few types can cause cancer, most commonly cancer of the uterine cervix in women.

Skin warts caused by a papilloma virus were first described in the 1930s by Richard Shope, who worked alongside Payton Rous at the Rockefeller Institute in New York. He decided to follow up on a story told to him by game hunters suggesting polymerase chain reaction (PCR)th virus that rabbits in Iowa had horns. The horns turned out to be warty skin tumours from which Shope was able to extract a filterable agent that caused the same warty lesions when painted onto the skin of healthy rabbits. These sometimes developed into invasive tumours. However, in those days, he could only speculate as to the type of virus that caused these lesions. We now know that HPVs target squamous epithelial cells, that is, the thick layer of cells that make up the skin on the outside of our bodies, and line certain internal areas such as the genital tract, the mouth, the throat, and upper larynx. The basal layer of the epithelium contains self-renewing stem cells capable of a lifetime of cell division. This production line is normally finely balanced by cell loss from the regular shedding of dead cells from the skin surface. Entering through a small cut or abrasion, HPVs set up a persistent infection in these epithelial stem cells. The HPV genome replicates each time the cell divides, with one copy being retained in the stem cell offspring so ensuring its long-term survival in the host. The second daughter cell progresses up the epithelium, and its maturation is the signal for HPV to begin virus production, so that when the cell dies and is shed from the surface, it contains thousands of virus particles ready to infect new hosts, spread by close contact such as sexual intercourse.

The link between HPV and cervical cancer was suggested in the 1970s by Harald zur Hausen, a German virologist from Nuremberg who then went on to prove the association and win a Nobel Prize for his discovery in 2008. We now know that HPV DNA, particularly from types 16 and 18, is present in the cells of almost all cervical cancers, as well as the less common cancers of the skin, mouth, throat, and larynx.

The HPV DNA genome is small, with just eight or nine major genes. In natural infection, the role of genes called E6 and E7 is to drive the cell to divide so that the virus has access to the cellular machinery it needs to propagate its own genome. Thus HPV-infected cells often grow faster than uninfected cells, resulting in the typical small cauliflower-like shape of a wart. However, this on its own does not lead to cancer; for a malignant change to occur other factors are required, particularly integration of the viral genome into that of the host cell. This, like HBV integration, is a rare and random occurrence that presumably results from a mistake during cell division. It deregulates viral gene expression, leading to over expression of E6 and E7 and an increased rate of cell division.

These laboratory findings are backed up by the clinical observation of HPV types 16 and 18 in the cervix of some women not suffering from cancer. Indeed, tests on 18- to 25-year-old healthy

American women show that up to 46% carry HPV, of which types 16 and 18 account for around one third.

Furthermore, regular screening for cervical cancer set up in the 1960s identified precancerous lesions where the abnormal, virus-infected cells remain within the epithelium layer. This is called cervical intra-epithelial neoplasia (CIN) and is graded on a severity scale of I to III. HPV DNA is present in all grades, and although regression back to normal may occur at any stage, a large percentage of untreated stages II and III progress to invasive cancer.

Factors that increase the chances of HPV infection and genital cancer include young age at first sexual intercourse, high numbers of sexual partners, use of oral contraceptives, and other sexually transmitted infections. Once infected, the risk of cancer development is higher in those who smoke, the immune suppressed, and women with an affected relative, the latter indicating a genetic predisposition to the disease.

Unfortunately, a meningitis, encephalitis, and from virus though cervical screening can pick out those infected with high-risk HPV types and follow the progression of CIN, at the present time it cannot definitively predict who will develop overt cancer. In addition, the procedure is too expensive to implement in developing countries, where the risk of cervical cancer may be high.

The incidence of cancer of the cervix varies from one country to another, with the highest incidences in South Africa and Central America, where it is the commonest cancer diagnosed in women. Worldwide, there are nearly half a million new cases and over quarter of a million deaths annually from cervical cancer. Although the incidence and death rates have fallen in the Western world since the introduction of screening, this is not the case in developing countries, which ad to lifelong.


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