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Orthomyxoviruses (Influenza): Antigenic Shift, Antigenic Drift, and Laboratory Diagnosis
1. Classification and Structure
Family: Orthomyxoviridae
Types: Influenza A, B, C (and D - animals only)
Key structural features:
- Enveloped, pleomorphic, 80-120 nm spherical particle
- Single-stranded, negative-sense RNA in 8 separate gene segments (Influenza A & B); 7 segments in Influenza C (lacks neuraminidase gene)
- The segmented genome is the molecular basis for antigenic shift
- Nine structural proteins including:
- Hemagglutinin (HA) - surface spike glycoprotein, ~25% of viral protein; 18 subtypes (H1-H18)
- Neuraminidase (NA) - surface spike glycoprotein, ~5%; 11 subtypes (N1-N11)
- Nucleoprotein (NP) and Matrix (M) protein - internal; determine A/B/C typing
- PB1, PB2, PA - RNA polymerase complex
- M2 - ion channel (target of amantadine)
HA and NA are the two surface antigens that determine immune recognition, subtyping, vaccine composition, and the basis of antigenic variation.
- Jawetz Melnick & Adelbergs Medical Microbiology 28E, pp. 587-590
2. Antigenic Drift vs. Antigenic Shift
Fig. 39-3: Antigenic drift (gradual, stepwise change in HA/NA over years) vs. antigenic shift (abrupt, large change within one year). Internal proteins like NP remain constant. (Jawetz Melnick & Adelbergs, 28E)
Fig. 12.45: Mechanism of antigenic drift and shift in influenza A. (Janeway's Immunobiology 10e)
A. Antigenic Drift
| Feature | Detail |
|---|
| Mechanism | Accumulation of point mutations in HA and/or NA genes |
| Result | Gradual amino acid changes at antigenic epitopes; virus "escapes" pre-existing antibody |
| Speed | Slow, stepwise over years |
| Viruses affected | All three types: A, B, and C |
| Epidemiologic consequence | Local/regional epidemics every 2-3 years (Influenza A); every 3-6 years (Influenza B) |
| Immune effect | Pre-existing antibody gives partial (reduced) protection - mild/modified disease, not complete failure |
| Minimum mutations | A variant must sustain 2 or more mutations before a new epidemiologically significant strain emerges |
Key concept: The immune system does not cause antigenic drift - it acts as a selection force that allows new antigenic variants (which evade existing antibody) to expand in the population.
- Jawetz Melnick & Adelbergs Medical Microbiology 28E, p. 590
B. Antigenic Shift
| Feature | Detail |
|---|
| Mechanism | Genetic reassortment of RNA gene segments during co-infection of a single cell by two different influenza A strains |
| Result | Abrupt, drastic replacement of HA and/or NA with an entirely novel subtype |
| Speed | Sudden - can occur within one year |
| Viruses affected | Influenza A ONLY (not B or C) |
| Epidemiologic consequence | Pandemic - globally immunologically naive population |
| Animal reservoir | Aquatic birds are the natural reservoir of all 18 HA subtypes; pigs serve as "mixing vessels" for human + avian strains |
Why only Influenza A?
Influenza B and C are restricted to humans (no significant animal reservoir), so there are no related animal strains to reassort with. Influenza A circulates in birds, pigs, horses, seals, whales, and humans - providing the diversity needed for reassortment.
The "mixing vessel" (pig) model:
Pig respiratory tract cells express receptors for both human influenza (SA α2,6 linkage) and avian influenza (SA α2,3 linkage). When a pig is simultaneously infected with a human and an avian strain, the 8 RNA segments from both viruses can randomly assort into progeny virions - generating a hybrid "reassortant" virus with a novel HA or NA.
- Medical Microbiology 9e, p. 4733
- Jawetz Melnick & Adelbergs Medical Microbiology 28E, pp. 590, 595
Comparison Table: Drift vs. Shift
| Feature | Antigenic Drift | Antigenic Shift |
|---|
| Mechanism | Point mutations | Genetic reassortment |
| Speed | Gradual (years) | Abrupt (sudden) |
| Magnitude of change | Minor | Major (new subtype) |
| Virus types | A, B, C | A only |
| Animal reservoir involved | No | Yes (birds, pigs) |
| Epidemiologic outcome | Epidemic | Pandemic |
| Pre-existing immunity | Partial protection | Little to no protection |
| Frequency | Continuous | Every 10-40 years |
| Gene segments changed | HA or NA point mutations | Entire HA and/or NA segment swapped |
Historical Pandemics (Antigenic Shift)
| Year | Subtype | Common Name |
|---|
| 1918 | H1N1 | Spanish flu (~50 million deaths) |
| 1957 | H2N2 | Asian flu |
| 1968 | H3N2 | Hong Kong flu |
| 1977 | H1N1 | Russian flu |
| 1997/2003 | H5N1 | Avian flu (China) |
| 2009 | H1N1 | Swine flu (quadruple reassortant: human + avian + 2 swine lineages) |
The 2009 H1N1 pandemic virus (A(H1N1)pdm09) was a quadruple reassortant containing gene segments from North American swine, Eurasian swine, avian, and human influenza viruses - a vivid example of multi-host reassortment.
- Jawetz Melnick & Adelbergs Medical Microbiology 28E, pp. 595-596
3. Nomenclature of Influenza A Strains
Format: Type / Host of origin / Geographic site / Strain number / Year (HA subtype N subtype)
Example: A/duck/Alberta/35/76 (H1N1) = Influenza A, isolated from a duck in Alberta, 1976, with H1 hemagglutinin and N1 neuraminidase.
For human strains, the host designation is omitted: A/California/04/2009 (H1N1)
Influenza B strains: no HA/NA subtype designation (no antigenic shift) - e.g., B/Singapore/3/64.
4. Key Antigens and Their Functions
| Protein | Function | Role in Immunity |
|---|
| HA (Hemagglutinin) | Binds sialic acid receptors on respiratory epithelium; mediates fusion; 18 subtypes | Primary target of neutralizing antibody; determines resistance to infection |
| NA (Neuraminidase) | Cleaves sialic acid; releases new virions; 11 subtypes | Antibody reduces severity and limits virus spread; target of oseltamivir/zanamivir |
| NP (Nucleoprotein) | Surrounds RNA; forms RNP complex | Determines A/B/C typing; no antigenic variation; target of cytotoxic T cells |
| M protein | Forms shell under lipid envelope | Determines A/B/C typing; no antigenic shift/drift |
| M2 | Ion channel; required for uncoating | Target of amantadine/rimantadine (Influenza A only) |
5. Laboratory Diagnosis
Specimens: Nasopharyngeal swabs, nasal aspirate, or nasal lavage - collected within 3 days of symptom onset for best yield.
A. Molecular Methods (Gold Standard)
RT-PCR (Reverse Transcriptase-PCR)
- Method of choice - rapid (<1 day), highly sensitive, highly specific
- Detects and distinguishes influenza A, B, and specific subtypes (e.g., H5N1, H3N2, H1N1pdm09)
- Multiplex RT-PCR panels simultaneously detect influenza A, B, RSV, adenovirus, and other respiratory viruses in a single run
- Can identify novel/pandemic strains and antiviral resistance mutations
- Specimens: nasopharyngeal swabs, nasal aspirate, bronchoalveolar lavage
B. Rapid Antigen Detection Tests (RIDTs)
- Results in <15-30 minutes at point of care
- Detect influenza A and B antigens (usually nucleoprotein) by immunochromatography
- Sensitivity: 50-70% (variable); Specificity: >90%
- A negative result does NOT rule out influenza - PCR must confirm if clinical suspicion high
- Useful for triage and infection control decisions; does not identify specific subtype
C. Viral Culture
- Cell lines: Primary monkey kidney cells or Madin-Darby canine kidney (MDCK) cells (preferred)
- Classic method: embryonated eggs (still used for vaccine production)
- CPE (cytopathic effects): often indistinct/subtle; not reliable alone
- Hemadsorption: Guinea pig erythrocytes added to infected cell monolayer will adhere to HA on infected cell surfaces - confirms virus presence even before CPE
- Hemagglutination (HA test): Added RBCs agglutinate in supernatant fluid due to viral HA - indicates virus present
- Culture takes 3-10 days; now largely replaced by molecular methods but still valuable for:
- Isolating strains for vaccine composition
- Antiviral susceptibility testing
- Definitive subtyping
D. Hemagglutination Inhibition (HI) Test
- Most important serologic method for strain identification and antibody measurement
- Principle: Specific antibody (in patient serum or reference antiserum) blocks HA from agglutinating RBCs
- Uses: (1) Identify virus type and subtype using reference antisera; (2) Measure patient antibody response
- Requires pretreatment of serum to destroy nonspecific mucoprotein inhibitors (receptor-destroying enzyme or kaolin)
- Fourfold or greater rise in titer between acute and convalescent sera = diagnostic
- HI titer ≥1:40 correlates with protective immunity
E. Immunofluorescence (DFA/IFA)
- Direct/indirect fluorescent antibody staining of respiratory epithelial cells in nasal aspirate
- Results in 2-4 hours; rapid but less sensitive than PCR
- Distinguishes influenza A from B using monoclonal antibodies
F. ELISA (Enzyme-Linked Immunosorbent Assay)
- Detects viral antigen in secretions or culture; more sensitive than HI for serology
- Serology: paired acute + convalescent sera; fourfold rise = infection
G. Complement Fixation (CF)
- Detects antibodies to internal proteins (NP, M) - type-specific but not subtype-specific
- Largely replaced by ELISA
Summary Table: Lab Diagnosis of Influenza
| Test | Detects | Time | Notes |
|---|
| RT-PCR | Viral RNA; type, subtype | <1 day | Gold standard; best sensitivity/specificity |
| Multiplex PCR | Multiple respiratory viruses | <1 day | Single specimen, broad panel |
| Rapid antigen test | HA/NP antigen | 15-30 min | Low sensitivity (~50-70%); quick triage only |
| Cell culture (MDCK) | Live virus | 3-10 days | Needed for vaccine strains; antiviral resistance |
| Hemadsorption | HA on infected cells | 2-5 days | Confirms culture positivity |
| Hemagglutination inhibition | Antibody/strain identity | Hours-days | Strain typing; immune status |
| Immunofluorescence | Viral antigen in cells | 2-4 hours | Moderate sensitivity |
| ELISA | Antigen or antibody | Hours | Sensitive serology |
| Complement fixation | Type-specific antibody | Days | Older method; type only |
- Medical Microbiology 9e (Murray), pp. 4859-4868
- Jawetz Melnick & Adelbergs Medical Microbiology 28E, pp. 5358-5395
6. Treatment and Prophylaxis (Brief Overview)
| Drug | Mechanism | Active Against |
|---|
| Oseltamivir (Tamiflu), Zanamivir, Peramivir | NA inhibitors - block virus release | Influenza A + B |
| Baloxavir marboxil | Inhibits PB2 cap-snatching polymerase | Influenza A + B |
| Amantadine, Rimantadine | M2 ion channel blockers | Influenza A only (widespread resistance; no longer recommended in US) |
Vaccines are reformulated annually based on WHO surveillance of circulating drift variants.
Quick Exam Memory Points
- Segmented genome (8 segments) = molecular basis of reassortment = antigenic shift
- Drift = mutations (slow, all types A/B/C) → epidemics
- Shift = reassortment (sudden, Type A ONLY) → pandemics
- Pig = mixing vessel (has both α2,3 and α2,6 sialic acid receptors)
- Birds = reservoir of all 18 HA subtypes
- HA subtype determines resistance to infection; NA subtype determines severity
- RT-PCR = gold standard for lab diagnosis
- HI test = identifies strain, measures protective antibody; fourfold rise = diagnosis
- Hemadsorption detects HA on culture before CPE develops
- Rapid antigen tests = fast but low sensitivity; negative does NOT rule out flu
- Original antigenic sin = anamnestic response to first-ever influenza subtype encountered, even when re-infected with a new drift variant