Background
Hepatitis delta is a disease that has been neglected by the health system [
1], despite being responsible for the infection of 15 to 20 million people worldwide [
2,
3]. In Brazil, 77 % of the infections with Hepatitis Delta Virus (HDV) occur in the North region.
The Northern region of Brazil has locations that are geographically isolated, which hinders the samples transportation until the processing laboratory. Thereat, it is used the dried blood spot (DBS) in sample collection at this region, for monitoring the HDV viral load (unpublished data). The use of DBS for sample collection and transportation is widely used in the HIV field, for monitoring the HIV viral load and the selection of drug resistance, on samples from remote sites or with limited financial resources. The results obtained using DBS sample collection are the same as using vacuum tubes [
4‐
6].
HDV is the only subviral satellite agent known to infect humans. This virus requires the protection provided by the envelope of the Hepatitis B Virus (HBV) to enable its budding process from infected cells. Therefore, hepatitis delta occurs only in patients previously infected with HBV [
7]. This co-infection increases the incidence of fulminant hepatitis is ten times [
8‐
10], particularly when the characteristic Amazon genotypes (HDV-3 and HBV-F) are found combined [
11,
12].
An important consideration regarding HDV is the availability of only one treatment option. This happens because this virus does not encode specific enzymes that could be used as target for the development of new antiviral drugs [
3]. The efficacy of the treatment done with Interferon-Pegylated, is of only 43 %, and it produces very severe side effects [
13].
Another situation that complicates the immune control of this infection is viral recombination. This event can allow the virus to escape the immune pressure imposed by the host's immune system, lead to an increase in viral fitness or even changes in the pathogenicity of the hybrid virus [
14]. The recombination can occur when the individual is infected with a mixed viral population, as reported between genotypes 1 and 2 and between genotypes 1 and 4 in Taiwan [
15,
16]. The probability of recombination occurring is greater when similar HDV genotypes cause the infection [
17‐
19].
Perhaps because HDV-3 is the most distantly related among all HDVs genotypes, recombination with HDV-3 has never been reported [
11,
19]. Furthermore, most studies with HDV-3 analyze only the coding portion of the genome and perhaps analyzing the entire genome, that is a much more detailed approach, may lead to different results in the identification of inter-genotypic recombination.
The adaptation of the virus to the environment can be measured by non synonymous (dN) and synonymous substitutions (dS) present in their genomes. The ratio between d
N/d
S is used to measure the strength and mode of natural selection acting on protein coding genes [
20]. Results > 1 indicate that a protein is under positive selection, whereas ratio < 1 denotes that the protein is evolving slowly under negative or purifying selection, and d
N/d
S ∼ 1 implies that the protein is evolving neutrally [
21].
Another form to better understand an infection is to analyze its diversification, ancestry and phylogeography. These informations can be used to shed light on the demographic, social and biological factors that were responsible for the emergence and spread of the disease present in the population [
22,
23]. This approach may also help in the development of preventive strategies against that specific pathogen.
Therefore, according to the above information, this study aims to investigate the presence of recombination and to analyze the epidemiology, ancestry and evolutionary pressures on HDV in samples collected with DBS from the Northern region of Brazil.
Methods
Samples and processing
A total of 50 samples from patients in medical care in different regional clinics at the Amazon region of Brazil was collected between 2009 and 2010. The samples were originated from the states of Acre (Cruzeiro do Sul and Rio Branco Cities), Amazonas (Manaus City) and Rondônia (Porto Velho City), all located in the North region of Brazil. The samples were collected and transported in dried-blood spots (DBS 903- Whatman). The mean age of the patients was 32 years (maximum of 69 and minimum of 18), and 52 % were male.
The samples were processed only after the CEP/UNIFESP (# 72971) was approved, and analyzed anonymously to ensure the protection of the participants. Informed consent was not required because the samples had been previously collected and stored. Patients co-infected with HIV and/or HCV were excluded.
The sample RNA was purified by the method developed by Boom [
24], and the cDNA were synthesized using SuperScript III reverse transcriptase (Invitrogen, Carlsbad, CA). HDV full genome was sequenced using the shotgun technique, which amplified five overlapping fragments named A - E. The PCR methodology used was based on the study performed by Nakano [
25]. The primers used amplified all HDV genotypes, and the sensitivity of amplification was up to 10
3 copies/mL. For the D fragment a rescue strategy was necessary, where a nested PCR was implemented, combining the primers 1267_F with F2 [
26] in the 1st round and A3 with 138_R in the 2nd round [
26,
27].
The processing of all samples included a negative control to exclude the possibility of cross contamination and a positive control to ensure the reliability of the reaction. Moreover, both strands of the PCR were sequenced and thereafter a consensus sequence was created, which was used in the analysis to guarantee the best quality of the results obtained.
Sequencing was performed using the
ABI Prism 3130 Genetic Analyzer (Applied Biosystems, USA). The sequences were edited using the
Sequencher v.4.2
Program (Gene Code, Ann Arbor, USA) and analyzed using Blastn
http://blast.ncbi.nlm.nih.gov/Blast.cgi
), to verify their similarity with the database sequences.
Sequence alignment and phylogenetic analyses
The HDV references sequences were obtained from the GenBank database (
http://www.ncbi.nlm.nih.gov/genbank), described in Table
1. All the sequences were aligned using ClustalX software version 2.1 [
28]. After the first alignment, the sequences were manually edited using the SE Al program version 2.0 (
http://tree.bio.ed.ac.uk/software/seal/).
Table 1
Hepatitis Delta Virus sequences used as reference
1a | Iran | AY633627 |
| Taiwan | AF425644 |
1c | Somalia | U81988 |
| Ethiopia | HDU81989 |
2 | Russia | AJ309879 |
| Japan | AB118846_M37 |
| Taiwan | X60193 |
3 | Venezuela | AB037947, AB037949, AB037948 |
| Peru | L22063 |
4 | Japan | AB118842 |
| Taiwan | AF209859 |
5 | Togo | AM183326 |
| Senegal | AM183328 |
| Guinea-Bissau | AM183331 |
6 | Nigeria | AM183329 |
| Cameroon | AJ584847 |
7 | Cameroon | AM183333, AJ584844 |
8 | Senegal | AM183327 |
| Congo | AJ584849 |
Maximum likelihood trees and bootstrap values were obtained using PhyML software [
29]. The HKY model and gamma distribution (Γ) were selected and, based on the likelihood ratio test (LRT), implemented in the jModeltest software [
30,
31]. The resulting trees were created and edited using FigTree (
http://tree.bio.ed.ac.uk/software/figtree/).
Recombination analyses
The RDP v.4 software was used to determine the presence of recombination in the sequences [
32]. 3Seq performs an exact nonparametric test to detect recombination in triplets of sequences [
33]. The maximum
χ
2 (MaxChi) is a method implemented by Maynard Smith [
34], and it uses variable/invariable sites to detect recombination in pairs of sequences. The maximum match
χ
2 (Chimaera) is a modification of Smith’s method that uses variable sites to calculate the maximum
χ
2 match statistics [
35]. Geneconv detects recombination by evaluating conserved substitutions in fragments between two sequences [
36]. Although evolutionary methods are not explicitly implemented in Geneconv, it is robust and has low levels of false positive [
37].
Initially, default parameters were used; then, these were optimized to avoid detection of false positive recombination. In addition, window sizes of 20 to 50 as well as Bonferroni correction were utilized.
Phylogeographic analysis
A Bayesian Markov chain Monte Carlo (BMCMC) coalescent framework was used to estimate the ancestral genealogy, phylogeographic and time to the most common ancestor (tMRCA). After Markov chain runs enough so that the parameter space have been sufficiently visited, the mean and the 95 % HPD intervals of each parameter was calculated. The HKY model plus a gamma correction (Γ) was applied to all analyses; the evolutionary and demographic parameters were iteratively adjusted. We used the Bayesian discrete methods to estimate the node probability in regard to the geographical location of samples [
38].
In order to explore the correlation between sample location and tree topology, the Bayesian discrete model [
38] was used because it allows the reconstruction of ancestral location states while accounting for the uncertainties of maximum posteriori (MP) tree topology and mapping states at nodes.
The Bayesian skyline plot method (BSP) that provides an unbiased description of genetic diversity over time was used (expressed as the product of the effective sample size
Ne and generation time τ). BSP contemplates a wide varied of demographic scenarios without formally assuming any determined model [
39]. Since absolute time was used (years) to scale branch lengths and a specific generation time was not assumed, our estimates of
Ne.τ will reflect only the relative genetic diversity of the infections over time.
The Markov Chain Monte Carlo (MCMC) processes were run for 3x10
8 generations with the initial 10 % of each run discarded as burn in. The convergence of chains was evaluated using the TRACER software, version 1.5 (available at:
http://beast.bio.ed.ac.uk/), runs were accepted when all parameters presented the effective sample size number (ESS) greater than 200. Two independent chains were run for each dataset and combined with LogCombiner software [
39,
40].
The MP tree was inferred using the BSP method and the maximum clade credibility parameter were annotated using the TreeAnnotator software [
39,
40]. All these analyses were performed with the BMCMC approaches implemented in the BEAST package version 1.8.0 [
40].
Estimates of the nonsynonymous (dN) and synonymous (dS) substitution rates
The codon based maximum likelihood method was used to estimate the selective pressures on the PTV sequences. This approach estimates the likelihood of distinct models of codon evolution and computes the ratio (
dN/dS = ω) of the number of non-synonymous (
dN) and synonymous (
dS) substitution rates between sites considering the phylogenetic relationships of the sequences [
41,
42]. To estimate the overall mean ratio, the one ratio model (M
0) was used. This model assumes a single ω for all sites in the alignment and is the simplest model. The hypothesis of positive evolution is based on the likelihood ratio test (LRT) comparing pairs of nested models, with the corresponding statistics approximated by a chi square (
χ
2) distribution. To detect positive selection, we compared the null hypothesis of model M1, which allows for different proportions of conserved (ω = 0) and neutral codons (ω = 1), against the alternative hypothesis of model M2, which has an additional class of codons with ω ratio > 1, thus assuming positive selection. These models were implemented in the CODEML program of the PAML package, version 4.8, available at
http://abacus.gene.ucl.ac.uk/software/paml.html.
Discussion
Chronic HDV/HBV infection is perhaps the most intriguing and difficult to treat among the human viral hepatitis and is one of the most neglected diseases worldwide [
44]. The study area included was based upon previous articles that demonstrated the endemicity and near exclusivity of HDV infection in the Amazon region of Brazil [
12,
19,
45,
46], only two studies have identified HDV cases outside the locations presented in this study [
47,
48].
In Brazil, 77 % of the HDV infections occur in the North region [
48]. The isolation of this virus in this location can be a consequence that the majority of HDV cases are present in the indigenous population, that generally lives in isolated regions and interacts preferentially among individuals of their own tribes.
The DBS was used to collect the samples because: distant areas were included, this method is less invasive for the patient once the blood is collected via puncture of the finger using a lancet, it requires minimal collector training, allows the samples to be stored at room temperature with transportation in envelopes sent via regular mail (less expensive than using dried ice transportation) [
49,
50].
Based upon the phylogenetic tree created from the sequences obtained in this study, it was possible to conclude that all samples belongs to genotype 3, being clustered (97 in the bootstrap) along with one HDV-3 sequence from Peru. These results confirm previous studies, that also demonstrated the high prevalence of this genotype in the studied area [
12,
19,
45,
46].
It was not detected any inter-genotypic recombination. This may have happened because we analyzed areas of difficult access, which may have hindered the introduction of different HDV genotypes.
The BMCMC method was used in the phylogeographic analysis because it incorporates the uncertainty of the measurements by considering the intrinsic errors both in the tree reconstruction and in the coalescent method. These considerations guarantee more confiability in the results obtained. This analysis demonstrated the presence of four clades in HDV-3 samples from the Amazon region (A, B, C and D). Two of them (A and B) contained samples from all the locations studied (Rio Branco, Porto Velho, Cruzeiro do Sul and Manaus), whereas clusters C and D were significantly smaller and represented the cities of Rio Branco and Porto Velho, respectively. This analysis also indicates two clusters with nearly identical sequences, one from Rio Branco (composed of four samples) and another from Porto Velho (composed of five samples), which suggests a bidirectional flow of infection in these two cities.
Rio Branco is the capital city of the Acre State, populated in the beginning of the 20th century by natives who already lived in the area, along with the migration of people from Northeast of Brazil and immigrants from Turkey, Portugal and Lebanon attracted by the enrichment of the rubber era [
51]. The cluster identified at this location indicates a probable founder effect, that may suggest that the dissemination of this infection was introduced by an indian (HDV-3 is characteristic of the indigenous population), and not brought with the city foundation.
Porto Velho, the capital city of Rondônia State, was founded as a result of the railroad “Madeira Mamoré”, widely used in the rubber and gold eras. Nowadays several indigenous tribes still live in this region [
51]. Five samples from this location were probably indigenous (surnames characteristic from tribes living in this area), and they grouped together into a single cluster. This situation demonstrates that probably a single virus caused the spread of the HDV infection in this region, as well.
These probable founder effects demonstrate the necessity of focusing on prevention strategies against HBV and HDV infection, mainly in the North of Brazil. This region represents respectively 14 and 77 % of the total cases of these two viral infections. The most effective prevention against HDV is the HBV vaccination, since the HDV depends of the HBV for its budding from the infected cell, and if HDV is not contained it can be disseminated to other regions of Brazil, causing a public health problem.
The analysis of the most common ancestor time (tMRCA) showed that the infection of HDV experienced an exponential growth period in the late 1970s that lasted until 1995 and has been maintained since then. In 1989, the HBV vaccination was implemented in the Amazon region and in 1993, the minimal age for vaccination was decreased, these events could explains the plateau in the exponential growth of HDV after 1995; but this same plateau does not exclude the need to focus on preventive campaigns against this infection, since its treatment is not effective, no remission has been observed and the vaccination against HBV is not effective in all vaccinated individuals.
It was also observed that the HDV-3 has more codons under positive selection in the L-HDAg than the other HDV genotypes, but four codons (8 K, 9 K, 37 T and 120S) were present in both analysis indicating that these modification are not genotype specific. Some modifications were located in probable epitopes of HDV for B lymphocytes (amino acids 3–18; 107–122 and 170–196) [
52,
53]. This finding may indicate that the virus is evolving to escape the humoral response of the host.
The variation of epitopes at amino acids 174 to 195, often emerges after severe hepatitis attacks during the chronic phase of infections [
15]. Changes in epitopes are common during the chronic phase of infections because of the intense selection forces by the immune defense against the virus [
54]. Unfortunately, we did not have information to confirm that these individuals were in this phase of infection.
Acknowledgements
We would like to thank Dr. Alexanda Reis and Centro de Genomas for their methodological assistance and all the patients who enabled this study.