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Truman 2019 The Evolution of Insect Metamorphosis
Truman 2019 The Evolution of Insect Metamorphosis
Truman 2019 The Evolution of Insect Metamorphosis
Review
The evolution of insect metamorphosis is one of the most important sagas in animal history, transforming
small, obscure soil arthropods into a dominant terrestrial group that has profoundly shaped the evolution
of terrestrial life. The evolution of flight initiated the trajectory towards metamorphosis, favoring enhanced
differences between juvenile and adult stages. The initial step modified postembryonic development, result-
ing in the nymph–adult differences characteristic of hemimetabolous species. The second step was to com-
plete metamorphosis, holometaboly, and occurred by profoundly altering embryogenesis to produce a larval
stage, the nymph becoming the pupa to accommodate the deferred development needed to make the adult.
These changing life history patterns were intimately linked to two hormonal systems, the ecdysteroids and
the juvenile hormones (JH), which function in both embryonic and postembryonic domains and control the
stage-specifying genes Krüppel homolog 1 (Kr-h1), broad and E93. The ecdysteroids induce and direct molt-
ing through the ecdysone receptor (EcR), a nuclear hormone receptor with numerous targets including a
conserved transcription factor network, the ‘Ashburner cascade’, which translates features of the ecdyste-
roid peak into the different phases of the molt. With the evolution of metamorphosis, ecdysteroids acquired
a metamorphic function that exploited the repressor capacity of the unliganded EcR, making it a hormone-
controlled gateway for the tissue development preceding metamorphosis. JH directs ecdysteroid action,
controlling Kr-h1 expression which in turn regulates the other stage-specifying genes. JH appears in basal
insect groups as their embryos shift from growth and patterning to differentiation. As a major portion of
embryogenesis was deferred to postembryonic life with the evolution of holometaboly, JH also acquired a
potent role in regulating postembryonic growth and development. Details of its involvement in broad expres-
sion and E93 suppression have been modified as life cycles became more complex and likely underlie some
of the changes seen in the shift from incomplete to complete metamorphosis.
R1252 Current Biology 29, R1252–R1268, December 2, 2019 ª 2019 Elsevier Ltd.
Current Biology
Review
Palaeoptera
Palaeopte
era Polyneoptera Paraneoptera
Mantophasmatodea
smatodea
Ephemeroptera
ptera
natha
Archaeognatha
Grylloblattidae
idae
Raphidioptera
tera
Phasmatodeadea
tera
Thysanoptera
Hymenoptera
era
era
Siphonaptera
era
Megaloptera
Phthiraptera
ra
Dermaptera ra
Lepidoptera
ra
Embioptera a
Coleoptera
a
a
Trichoptera
a
Zygentoma
a
Neuroptera
Plecopteraa
Orthopteraa
a
Mecoptera
Hemiptera
a
Psocodea
Mantodea
Zoraptera
Blattodea
Odonata
Diptera
0
N
66
Age [millions of years ago]
145
200
250
300
360
Holometabola
420
Pterygota
485
Current Biology
suppression techniques can be woven into a rich history of endo- process termed ecdysis. Consequently, the growth of the juve-
crine experimentation. Although these few systems do not begin nile alternates between a period of feeding and growth (the inter-
to cover the amazing range of variation that one sees in the in- molt) and a molt. The span from one ecdysis to the next is termed
sects, it is heartening that highly derived life history strategies, an instar. In most insects, there is a characteristic number of in-
such as female neoteny in Strepsiptera [4,5] and scale insects stars between hatching and metamorphosis, but the decision to
[6] or the complete metamorphosis that evolved in parallel in begin metamorphosis typically depends on reaching a charac-
thrips [7], utilize the same molecular switches that regulate teristic species-specific size [8]. Therefore, suboptimal nutrition
more traditional life history patterns. This review explores the or injuries or disease may result in the intercalation of additional
developmental changes that accompanied the evolution of the molts until this size is achieved. Insects are extremely diverse in
insect larval and pupal stages. It then focuses on the two main their feeding strategies, however, and in some species the larva
hormonal systems that regulate insect molting and metamor- can opt for an earlier instar to start metamorphosis if food condi-
phosis and considers how these systems evolved to support tions are poor (for example [9]).
the increasing complexity of insect life histories. Finally, it exam- By any criteria, insects are a spectacularly successful terres-
ines our growing knowledge of the function of the stage specifi- trial group with diverse life history strategies and 28 extant orders
cation genes that regulate the phenotype of each major life stage (Figure 1). The true insects and other hexapods such as spring-
and how these genes and their control have changed with the tails (Collembola) and diplurans (Diplura) diverged from their
increasing complexity of insect life histories. aquatic crustacean ancestors and were part of the arthropod in-
vasion of land that began over 450 million years ago. The life his-
Insect Life History Strategies tory of these earliest insects was similar to those of the jumping
Because their rigid exoskeleton constrains growth and changes bristletails (Archaeognatha) and silverfish (Zygentoma) of today.
in morphology, an insect’s life history is punctuated by molts, These primitively wingless insects have an ametabolous lifestyle
during which a new cuticle is formed and the old one shed, a which shows direct development: the hatchling is a miniature
Review
version of the adult and its morphology is essentially unchanged affecting adult specializations for dispersal and reproduction
during its growth to an adult. Like most other arthropods, the [14]. This life history innovation resulted in the rapid diversifica-
adults in these ametabolous orders continue to molt, typically tion and radiation within the Holometabola [15], which includes
alternating a molt with a bout of reproduction [10]. the orders that have the most species (Coleoptera), the most
The insects are the only invertebrates to have evolved pow- biomass (Hymenoptera), and the greatest impacts on agriculture
ered flight and they owned the skies for over 100 million years un- (Lepidoptera) and on human and animal health (Diptera).
til the Pterosaurs appeared in the late Triassic. Flight provided a In holometabolous insects, the transition from larva to the
means to avoid predation, to move rapidly between dispersed adult takes place through the nonfeeding, transitional stage
food patches, and to undertake long-range dispersals. Early or- known as the pupa. The oldest unequivocal fossils of holometab-
ders of winged insects, such as the extinct Palaeodictyoptera olous larvae are from about 320 million years ago [16]. Curiously,
and Megasecoptera, were also considered ametabolous in this era of giant insects, the earliest holometabolans were
because their juveniles had small articulated winglets that even- quite small. Their small size may have allowed them to exploit
tually became large enough to support flight in later instars niches that were unavailable or not productive for their larger
[11,12]. The evolution of wings and flight, though, posed devel- relatives. A drop in ancient oxygen levels may have subsequently
opmental problems, the solution for which provided the opportu- doomed the giants but would have had little effect on the
nity for the first step into metamorphosis [13]. Instead of growing small holometabolous forms and may have opened the door
as small articulated winglets, wing growth in juveniles took place to their radiation [16]. Some hemimetabolous groups, such
in immobile wing pads, which then morphed into articulated as thrips and some hemipterans, have independently evolved a
wings at the adult molt. A second, wing-related change evident holometabolous-like lifestyle, a condition sometimes called
in today’s winged insects (the Pteryogota) was that the adult ‘neometaboly’ [17].
molt became a terminal molt. The cessation of adult molting
was likely related to making the wing as light as possible. Weight The Larva of Insects with Complete Metamorphosis
reduction occurs by the death of the epidermal cells that secrete Ideas about insect metamorphosis extend back to Aristotle
the cuticle of the wing membrane after adult emergence. How- [18,19] and were later built on by the anatomist Sir William Har-
ever, without these cells, the cuticle of the wing membrane vey, who considered the larva as the product of an ‘imperfect
cannot be made again. The only extant insects that molt their egg’, from which the animal hatched before acquiring its spe-
wings are the mayflies (Ephemeroptera), a very basal order cies-typical form. The pupa then served as a second egg in
which has a winged subimago stage that quickly molts to the which the proper form of the animal was constructed from the re-
winged adult. The subimagos have thick wings and are very mains of the larva. Later refinement of these ideas held that the
awkward flyers. Interestingly, the loss of adult molting seems pupa corresponded to the nymph of hemimetabolous forms
to be irreversible: two parasitic orders of insects, the lice (Pthir- [20,21], but these ideas for the correspondence of the life stages
aptera) and the fleas (Siphonaptera), are wingless as adults but in holometabolous and hemimetabolous insects have been
neither have reacquired adult molting. challenged by other researchers who considered larvae and
The evolution of flight, then, ushered in the strategy of incom- nymphs to be equivalent stages [22,23]. They held that the
plete metamorphosis, also known as hemimetabolous develop- pupa is a modified last nymphal stage [22] or that the last
ment. The immature stage is called a nymph, and nymphs nymphal molt splits into a two-step process with the pupa form-
typically resemble the adult but lack wings. External wing pads ing the first step [23]. Discussions of these latter ideas can be
appear during nymphal growth, but they do not transform into found in other papers [24,25], but we found that the idea of the
functional wings until the adult molt. Nymphs and adults usually larva arising from a modified embryonic stage fits better with
occupy similar habitats, exploit similar food sources, but often the available developmental, endocrine and molecular data
have different cuticle types. While nymphs and adults usually [26–28]. I will use the terms ‘larvae’ and ‘nymphs’ for the imma-
have similar morphologies, in orders like the Odonata (dragon- ture feeding stages of holometabolous and hemimetabolous in-
flies) and Ephemeroptera (mayflies) that have aquatic nymphs sects, respectively.
that transform into aerial adults, the two stages may show During embryogenesis, regions of the embryo organize into
marked differences in body form. The high mobility of the hemi- primordia destined to form legs, antennae, eyes and so on. In
metabolous adult likely set the stage for the step to complete hemimetabolous insects, such primordia grow and pattern
metamorphosis. themselves as they form miniature versions of the adult struc-
Evolution of the hemimetabolous lifestyle primarily involved ture. The embryos of holometabolous species have the same
alterations in postembryonic development. As in their set of primordia, but clonal experiments with Drosophila demon-
ametabolous ancestors, the basic adult body plan was laid strated that only part of each primordium is utilized to make a
down during embryogenesis, although some degree of delayed reduced, larval structure, while the remainder is set aside to
development, such as adding new rows of visual units (omma- contribute later to the adult counterpart [29]. This pattern is nicely
tidia) to the growing eye, occurs in some groups. The shift to illustrated for the compound eye (Figure 2A) [30,31]. In hemime-
holometabolous development, though, involved a fundamental tabolous embryos, the eye primordium begins organization with
alteration of embryonic development to produce a larval stage a row of ommatidia on its posterior border, followed by addition
that bore little or no resemblance to the adult. Adaptations of of successive rows as a morphogenetic wave progresses
the larval and adult stages were developmentally uncoupled, anteriorly across the primordium. The nymph hatches with a
which allowed the evolution of a larval stage with reduced well-developed compound eye, although some species retain
motility but enhanced capacity to exploit food resources without a primordium along the anterior margin to add additional rows
Review
A Embryo
Nymph Adult
Grasshopper
Hatch
Birth photoreceptors
0 50 100%
E1 Growth
E2
E3
Embryo Larva Pupa Adult
Moth
Primordium size
* *
* *
0h
0h Fee
e
eed
ed 4d
ed
Feed 4d
Wing
Eye
Wing
L3 L4 L5 Pupa
Current Biology
Figure 2. Modification of embryonic and postembryonic development associated with the evolution of the larva.
(A) Comparison of eye development in a generalized hemimetabolous insect (grasshopper) with that in a holometabolous insect (moth). The embryonic timeline
(% of development) shows the time of deposition of the three embryonic cuticles (black line: epicuticle; red line: procuticle). Photoreceptors start being born at
similar times, but moth embryos make only the first few photoreceptors while grasshoppers show extended photoreceptor production. The unused portion of the
eye primordium (light orange) in the caterpillar is maintained through larval growth and eventually forms the eye imaginal disc that forms the adult compound eye.
Adapted from [28] and based on [31,47]. Timing of embryonic molting [38,52]. (B) Caterpillars of Manduca sexta have some imaginal primordia that invaginate
early to form an imaginal disc (the wing disc, in green) and do not contribute to the larva, while others (red) are associated with their larval counterpart and make
larval cuticle but in the last larval instar they dedifferentiate and invaginate to make a late-forming imaginal disc. The confocal images of propidium iodide stained
whole mounts showing the eye primordium (p, dotted outline) at day 0 of the last larval instar when it is part of the epidermal monolayer and at Day 4 when it has
invaginated to form the eye disc; the asterisk indicates larval photoreceptors just behind the primordium. Through the same period the wing disc transforms
from a simple sack to a complexly folded structure with incipient wing veins. Adapted from [41]. (C) Imaginal primordia that become early-forming (green) versus
late-forming (red) discs show different patterns of isomorphic growth: as an early forming disc they grow through both the intermolt and molt periods while in the
late-forming strategy growth occurs only in the early phase of each larval molt. Under both strategies growth shifts into a morphogenetic mode early in the final
larval instar.
at subsequent nymphal molts. In embryos of holometabolous of the embryonic leg primordium [36,37], which undergoes
species, by contrast, the eye primordium makes only an initial, extensive proliferation and morphogenesis in the last larval stage
posterior set of photoreceptors which differentiate into the sim- and combines with some of the larval cells as they complete the
ple lateral eyes (stemmata) characteristic of larvae. The anterior patterning program to make the adult walking leg [37].
portion of the primordium remains dormant during larval growth The larval form, then, arises from the arrest of ancestral pat-
but, in the last larval instar, undergoes morphogenesis into the terns of tissue growth and patterning. The structures that are
eye imaginal disc [31]. organized prior to the arrest are adapted to the larval form, while
The legs of Lepidoptera present a more complex metamorphic the remainder of the primordium is carried forward to contribute
challenge, because the animal makes two different types of to the adult system (Figure 2A). The point at which the embryonic
complex leg during its lifetime: the caterpillar has shortened programs arrest to form the larval structure and the degree to
thoracic legs modified for grasping, while the adult moth or but- which larval cells then contribute to the adult version varies ac-
terfly has typical walking legs. The formation of a walking leg, cording to the species and organ system considered [27].
either during embryogenesis in a cricket [32,33] or postem- Insect embryos typically make three embryonic cuticles, and
bryonically in a Drosophila leg imaginal disc, occurs through a these are well developed in hemimetabolous forms [38]. The first
similar pattern of recruitment of proximodistal patterning genes embryonic cuticle is delicate and is deposited with the comple-
[34]. This patterning cascade is arrested at an intermediate point tion of segmentation and establishment of the embryonic
in embryos of the moth Manduca sexta, producing the modified primordia. The embryo then enters a phase of rapid growth
caterpillar leg [35]. The caterpillar leg, though, retains a remnant and patterning which is largely finished at dorsal closure when
Review
it deposits a second embryonic cuticle, called the pronymphal A more derived condition is seen when the imaginal primor-
cuticle. This pronymph stage has the general shape of the dium does not contribute to the larva but invaginates into the
nymph, although its proportions may be constrained by the con- body, where it becomes an early forming imaginal disc. Early
fines of the eggshell. Its cuticle differs from nymphal cuticle and forming discs are not found in the beetle Tribolium, although
may bear specializations for escape from the shell and the ovipo- they are found in more derived groups of beetles [26]. In Lepi-
sition site. Then follows tissue differentiation and maturation and doptera, the only early forming discs are the wing and genital
the deposition of the first nymphal cuticle. We proposed that the discs (Figure 2B), while in higher Diptera, such as Drosophila,
pronymph was the forerunner of the larval stage [26] because the virtually all adult structures come from early forming discs [29].
patterning processes that were interrupted in making the larva The only epidermal cells retaining an ancestral pattern of devel-
were those that occur during pronymph formation. In addition, opment are the abdominal histoblasts, small collections of
some pronymphs show unique behavioral adaptations, such diploid cells that make larval and then pupal cuticle before they
as body crawling movements that allow them to escape from proliferate and spread over the abdomen to form the adult
the oviposition site [39], and such stage-specific specializations cuticle.
may have been important pre-adaptations for the evolution of the The imaginal primordia show two different phases of growth
larva [26]. We further argued that the embryos of holometabolans (Figure 2B,C). In the preterminal larval instars, their growth is
underwent only two molts during embryogenesis [26]; however, sensitive to nutritional conditions and proportional to that of
subsequent work [38] showed that a number of holometabolous the larva as a whole. Through this period the early-forming discs
insect species also make three embryonic cuticles, although the have a distinct growth advantage over their late-forming coun-
second cuticle is somewhat reduced and lacks endocuticle. terparts (Figure 2C). At best, they secrete only a thin epicuticle
[40] and can proliferate through both the molt and intermolt pe-
The Pupa and Imaginal Discs and Primordia riods. The primordia that transform into discs in the last larval
As described above, the origin of the pupal stage has been a instar, however, are integral parts of the larval epidermis in pre-
controversial issue over the years. In support of the classic terminal instars. As such, they make cuticle through the latter
view that the pupa corresponds to the hemimetabolous nymph, part of the molt and the intermolt and their proliferation is
we proposed [26] that the immature stage responsible for growth restricted to a brief burst at the start of each molt. In the last
shifted from the nymph to the pronymph as the latter trans- instar both types of primordia shift to a morphogenetic program
formed into a larva that was capable of feeding. The number of that renders their growth independent of external nutrient input
pronymphal/larval instars increased to accommodate growth, [41,42].
while the number of nymphal instars decreased as the nymph
became a nonfeeding transitional stage, now recognized as Ecdysteroids and the Control of Molting and
the pupa. The pupa then provided a mold or template for the Metamorphosis
body of the adult, in which the adult structures subsequently The ecdysteroids are polyhydroxylated steroids that are made
differentiated and matured, but it also developed adaptations from dietary cholesterol or related plant sterols [43] (Figure 3A).
to ensure its survival, such as a characteristic cuticle type. If pu- Their primary function is to induce molting and they serve this
pation occurs within a protected environment, then the pupal function throughout the arthropods [44,45]. In insects, circu-
cuticle is typically thin, transparent and unadorned; pupae lating ecdysteroids typically come from the prothoracic glands,
exposed to the environment, such as the chrysalis of butterflies, although in some species other tissues such as the epidermis,
have a hardened cuticle that may be adorned with extensions the oenocytes, and the adult gonads also have this capacity.
and coloration that aid in its camouflage or protect it from attacks The prothoracic glands secrete ecdysone which is then further
by other arthropods. hydroxylated to 20-hydroxyecdysone (20E) by ecdysone 20-
The pupa is typically formed from reprogrammed larval cells monooxygenase in peripheral tissues [43,46]. 20E is normally
as well as cells from imaginal primordia (for example [37]). The considered to be the active form of the hormone, but ecdysone
relative contribution from these two depends on the organ and can function in its own right early in molting or metamorphic
species concerned. An imaginal primordium is a collection of programs (for example [47]). The control of ecdysone secretion
larval cells with a latent embryonic capacity that allows them to from the prothoracic glands is complex, but the two major
partially dedifferentiate and undergo growth and morphogenesis players are peptide hormones from brain neurosecretory cells:
to form part or all of an adult structure. Imaginal primordia are the prothoracicotropic hormone and the insulin-like peptides
usually associated with the corresponding larval structures, but [48]. The functions of ecdysteroids in the control of insect
their cells remain diploid while the surrounding larval cells may metamorphosis have striking parallels with those of the thyroid
become highly polyploid. The ancestral condition for such hormones in directing the metamorphosis of amphibians
primordia is likely similar to that seen for the antennal, leg and [49,50]. These parallels will be emphasized throughout this
eye primordia of Lepidoptera (Figure 2B,C) [27,40]. These section.
primordia are integral parts of the larval epidermis, making a As seen in Figure 3A, ecdysteroid levels are low through the in-
new larval cuticle at each molt and adding layers of endocuticle termolt but show a major peak during each molt. As ecdysone
through the intermolt. Early in the last larval instar, though, they 20-monooxygenase is upregulated during molts [43,46], periph-
stop making endocuticle, detach from the larval cuticle, partially eral tissues rather than the prothoracic glands determine the
dedifferentiate and initiate proliferation and morphogenesis [41]. steroid composition during the peak. Typically, ecdysone pre-
As they grow, they often invaginate into the body cavity to dominates at the start of the peak with 20E becoming predomi-
become late-forming imaginal discs. nant later (for example [51]; Figure 3A).
Review
9-cis RA
Other EcR RXR or EcR EcR
Coleoptera
EcR RXR or EcR EcR
Lepidoptera lipid
L4 L5 Pupa Adult
Days & diptera EcR USP
Co-repressors Co-activators
C 20E 20E
Larval tissues EcR USP EcR USP
EcR-B1 B1 B1
EcRE EcRE
Closed chromatin Open chromatin
The deposition of a new cuticle, be it during the embryonic or As with other members of this nuclear receptor subfamily,
postembryonic period, requires a pulse of ecdysteroids. Each of some insect EcRs can homodimerize or form heterodimers
the three embryonic cuticles produced during grasshopper with another nuclear receptor, the retinoid X receptor (RXR). In
embryogenesis is associated with an ecdysteroid peak [52]. In more basal insects RXR binds fatty acids such as 9-cis-retinoic
Drosophila, embryos that lack the ecdysone biosynthetic en- acid, as seen in its vertebrate homolog. EcR–RXR has under-
zymes go through embryogenesis but do not make a larval gone considerable evolution within the insects (Figure 3B) [58].
cuticle and have a ghostly appearance that resulted in such The ligand-binding domain of RXR was apparently lost in bee-
mutants being called the ‘Halloween Group’. This collection of tles. In the Diptera and Lepidoptera, RXR has been modified
mutants subsequently provided the tools for dissection of the to bind a structural lipid and is called Ultraspiracle (USP), while
ecdysone biosynthetic pathway [53] EcR has evolved an expanded dimerization interface that
The Ecdysone Receptor facilitates making EcR–USP dimers but prevents formation of
Both ecdysteroids and thyroid hormones act through members EcR homodimers [58]. Because most of the model systems for
of the Group II subfamily of nuclear hormone receptors: the thy- studying ecdysteroid action come from these two orders, we
roid hormone receptor (TR) in the case of amphibians, and the know a lot about the functions of EcR–USP heterodimers, but
ecdysone receptor (EcR) in insects [54]. The structure of EcR is little about the EcR homodimers or effects of ligand binding
typical for this subfamily (Figure 3B): it has two C4 zinc fingers to RXR.
in the carboxyl domain to mediate DNA binding, the ecdyste- The EcR–USP heterodimer is typically in the nucleus and
roid-binding ‘E’ domain, and an amino-terminal A/B region that bound to DNA (Figure 3C) [59]. Without ligand, EcR–USP recruits
is differentially spliced to make two major isoforms, EcR-A and nucleosome remodeling proteins to compact the chromatin and
EcR-B [55,56]. These two isoforms are found throughout the in- cause local repression. With binding of 20E, coactivators such as
sects [57], but it is not known if their functions differ with the histone acetylases are exchanged for the co-repressors to
different types of metamorphic development. ‘open’ chromatin structure and facilitate transcription. The
Review
A Intermolt Molt component at the start of the ecdysteroid pulse [51], it is likely the
form responsible for these events.
Ecdysteroid titer
Preparatory High Ecdysial This is followed by the cuticle induction phase, starting with
phase 20E phase secretion of an outer epicuticle and then the procuticle made
Decline of protein and chitin. Whether the cuticle will be rigid or flexible
E or Cuticle
low 20E of 20E depends on its protein composition. The outer layers of the pro-
induction cuticle (the exocuticle) eventually become heavily crosslinked,
phase
making them extremely hard and resistant to degradation. The
inner layers (the endocuticle) continue to be deposited even after
the old cuticle is shed and the new one expanded. Ecdysone or
low levels of 20E cannot evoke cuticle production; rather, high
B 20E levels of 20E are required (for example [47]). This difference is
High 20E important, as the peripheral tissues are responsible for the con-
version of ecdysone to 20E [43], thereby controlling the length of
Low 20E Early genes
(High threshold) the preparatory phase and the onset of cuticle production. An
(or E?)
E74A, E75B extended preparatory phase is especially important for the
Early/late
molt from the pupa to the adult to allow sufficient time for the dif-
DHR3, DHR4
Early genes ferentiation and growth needed to make many adult structures.
(Low threshold)
Late The premature termination of this phase and precocious cuticle
e.g. E74B
βFtz-F1 production are seen when lepidopteran pupae are injected with a
Current Biology
high dose of 20E or other ecdysteroid agonists [65]: they show a
‘hyperecdysonism’ response, becoming malformed adults with
Figure 4. The relationship of phases of the molting process with the
naked cuticle and small eyes because the high 20E forced cuticle
ecdysteroid titer and the various components of the ‘Ashburner deposition before the completion of scale formation and eye
cascade’. growth.
(A) The ecdysteroid requirements for the three major phases of the molting
The ecdysial phase is the last one of the molt and involves the
process. (B) The components of the transcription factor cascade that are
active during the corresponding phases of the molt and their relationship to the degradation and shedding of the old cuticle and expansion and
ecdysteroid titer. The genes are examples of transcription factors from each tanning of the new one. During this phase, proteases and
class. chitinases degrade the old endocuticle, leaving the highly
cross-linked, but thin exocuticle. A cascade of neuropeptides
ligand-binding domain mediates core repression or activation then orchestrates a behavioral sequence to rupture and shed
based on whether or not ligand is present. The two major EcR the old cuticle (ecdysis sensu stricto), and then expand and
isoforms differ in both their functionality and their tissue distribu- crosslink the new one [66]. These events require the withdrawal
tion. In Drosophila melanogaster, EcR-B1 has a ligand-indepen- of ecdysteroids. This requirement for the withdrawal of 20E is
dent activation domain that is lacking in EcR-A. EcR-B1 is found why insects treated with ecdysteroid mimics that are not readily
through the larval stages with EcR-A joining it in the last instar metabolized typically die late in the molt without shedding their
and into metamorphosis [56,60], but at the latter time they are old cuticle [67].
separated into different cell types with larval cells expressing The different phases of the molt have characteristic patterns of
EcR-B1 and imaginal cells only EcR-A [56]. gene expression (Figure 4B). These were first identified in the
Ecdysteroids and Growth and Molting context of ecdysone’s effects on metamorphosis using cultured
The action of ecdysteroids in causing molting of the cuticle is an salivary glands of the midge Chironomous tentans [68]. Addition
ancient function of these hormones that precedes their involve- of ecdysone to larval glands evoked a stereotyped temporal
ment in metamorphosis. The insect cuticle is multilayered and sequence of ‘puffs’ — regions of expanded chromatin denoting
made primarily of protein and fibers of chitin, a polymer of transcriptional activity — along their giant polytene chromo-
N-acetyl-glucosamine [61,62]. Even in the largest insect, the somes, providing the first evidence that steroid hormones might
epidermis that secretes the cuticle is only a single cell thick. directly activate gene transcription. Comparison of puffing pat-
This monolayer produces the cuticle that lies above it. terns with and without inhibitors of protein synthesis indicated
The process of molting the cuticle can be divided into a that some genes were direct steroid targets while others were
number of phases [63] which I have condensed to three. downstream of this initial set. Quantitative analysis of these puffs
These phases are orchestrated by different features of the ec- and their steroid requirements by Michael Ashburner and col-
dysteroid pulse (Figure 4A). The rising ecdysteroid titer evokes leagues [69], using Drosophila salivary glands, identified a
the preparatory phase that involves a commitment component network of gene interactions often called the ‘Ashburner
which determines the nature of the molt (for example larval cascade’. While many of these genes are tissue specific and
versus pupal [64]) and the cellular events of detachment of the encode effector genes, there is a core set of transcription factors
epidermis from the overlying cuticle (apolysis), the secretion of that are expressed in all tissues, at each molt, and across spe-
molting fluid into the intervening space, cell division, and the dif- cies [70–72]. Many of these transcription factors are orphan nu-
ferentiation of new epidermal organelles such as a sensory hair clear receptors and they constitute a genetic circuit that interacts
and its socket. These events can be evoked by either low levels with and interprets that ecdysteroid titer, translating it into tem-
of 20E or ecdysone (for example, [47]). As ecdysone is the major poral programs of gene activity needed for the different phases
Review
of the molt [72]. Not all of the details of the interactions in this cir- switch to morphogenetic growth and pupal patterning [42].
cuit have been resolved, but enough is known about interactions This commitment to metamorphosis is irreversible and it may
of individual components to appreciate its overall function. occur in a mosaic fashion at different times across the tissues
As seen in Figure 4B, different parts of the cascade are asso- of the larva.
ciated with the different phases of the molt. The early genes, In Drosophila, this period also involves a dramatic increase in
which are directly induced by ecdysteroids, include low- EcR, but by the start of metamorphosis, the imaginal discs and
threshold and high-threshold classes [73]. The low-threshold the larval cells express different receptor isoforms [56]. These
class genes, such as E74B, appear to be associated with the different receptor isoforms reflect different roles for ecdysteroids
preparatory phase whereas the high threshold class genes, like in the metamorphosis of these two classes of cells (Figure 3C).
E74A and E75B, are associated with the cuticle initiation phase. Larval tissues show strong gene activation to initiate metamor-
Members of the high-threshold class also suppress the low- phosis, and the lack of ecdysteroids or EcR or the presence of
threshold genes, thereby terminating the preparatory phase. a dominant-negative form of EcR (EcRDN) [83] prevents
Consequently, the length of the preparatory phase is relatively metamorphosis. These tissues express EcR-B1, which has an
plastic and can be maintained by the appropriate hormone con- additional activation domain that supports high levels of gene in-
ditions as long as the high threshold genes are not induced. The duction in response to 20E [59]. The metamorphic development
high steroid titers also evoke the activation of early-late genes, of imaginal discs, by contrast, is blocked by the lack of ecdyste-
such as Drosophila Hormone Receptor 3 (DHR3), that have roids or the presence of EcRDN, but occurs if EcR is removed,
some steroid sensitivity but depend on the early genes for their even if steroid is absent [84].
full activation [74]. For imaginal tissues, therefore, ecdysteroids mainly provide a
Output genes, such as those for cuticle proteins, are targets of permissive signal that allows ongoing programs of tissue
these transcription factors, as well the ecdysteroids (for example patterning and cell specification to progress. These cells express
[75–77]). A full picture of how all of the members of the cascade EcR-A, which lacks an amino-terminal activation domain. As
act to direct the complex program of cuticle assembly has yet to suggested in Figure 3C, the action of EcR-A likely emphasizes
be made. Genes like DHR3 feed forward to activate late genes the function of EcR–USP to support local chromatin remodeling,
like b-Ftz-F1, expression of which also requires the removal of thereby providing access for other developmental control path-
20E [78]. b-Ftz-F1 is involved in some later cuticle gene induction ways to drive the premetamorphic changes [85]. Indeed, a major
(for example [76]), but it also induces production of the receptor function of ecdysteroids in imaginal tissues is to remove the
for ecdysis triggering hormone, a key hormone that controls the repression imposed by its own receptor system. Consequently,
shedding of the cuticle [79]. Hence, maintaining elevated 20E mutations that block ecdysone production result in much more
levels at the end of the molt prevents b-Ftz-F1 expression and severe developmental deficits than do mutants that remove
the shedding of the old cuticle. either EcR or USP (for example [55]). Interestingly, a similar phe-
Ecdysteroids and Metamorphosis nomenon is seen in some tissues in Xenopus tadpoles in which
The ecdysteroids also drive metamorphic development in a the removal of TRa allows some tissues to complete metamor-
manner analogous to that of thyroid hormone and amphibian phosis in the absence of thyroid hormone [86].
metamorphosis [49,50]. Amphibian tadpoles begin in a pre-
metamorphosis phase characterized by nutrient-dependent Juvenile Hormone and Control of the Nature of the Molt
growth of the tadpole, including its limb buds. The secretion of The JHs (Figure 5A) control the entry into metamorphosis and
thyroxine (T4) by the thyroid gland causes prometamorphosis allow the ecdysteroid pulses to evoke different types of molts
characterized by TRa expression, accelerated growth and [87]. The JHs are a family of sesquiterpenes, the most common
patterning of limb buds, and the induction of TRb. The devel- being JH-III, epoxymethylfarnesoate. Depending on species or
oping tissues subsequently acquire deiodinase activity permit- stage, the structure of JH varies in the number of the epoxide
ting the local conversion of T4 to triiodothyronine (T3) [80]. groups and methyl versus ethyl side branches. JH is synthesized
Only T3 is capable of causing metamorphic climax and it acts by paired cephalic glands, the corpora allata. It has a wide variety
through TRb to evoke the dramatic events of tail loss and the of functions, the chief of which being the control over the pro-
eruption of the forelimbs. gression through the different life stages during growth and
For insects, the period from hatching until the start of the last metamorphosis [87]. It may also regulate aspects of reproduc-
larval stage is analogous to amphibian premetamorphosis — tion [88,89], as well as controlling pigment polymorphisms, caste
both larval tissues and imaginal primordia grow in a nutrient- determination in social insects, behavioral control in worker hon-
dependent fashion through this period. This ‘premetamorpho- eybees, and some seasonal polymorphisms [63]. I will confine
sis’ status is largely maintained by the presence of JH (see my discussion of JH to its actions on growth and metamor-
below) and restricts ecdysteroid action to that of molting. phosis.
When the growth of the larva or nymph exceeds its threshold JH is a lipid-soluble hormone and readily penetrates the
size for metamorphosis [81], its next molt will be to the last larval cuticle. Low doses applied topically can locally suppress meta-
or nymphal instar. In the last larval instar of the Holometabola, morphosis in the underlying epidermis, while the rest of the in-
tissues undergo a switch called pupal commitment [64]. As in sect moves ahead in its life history. This was strikingly illustrated
prometamorphosis in amphibians, during pupal commitment by the insect physiologist V.B. Wigglesworth, who wrote his
gene programs switch from simple growth to preparing tissues initials in nymphal cuticle on the back of metamorphosing
for metamorphosis. These changes are seen in larval tissues Rhodnius by the judicious application of a JH-containing extract
(for example [82]) and in imaginal discs and primordia that [90]. The ability of JH and its mimics to act through surface
Review
JH titer
CA JH-III Corpora Allata (CA) situated posterior to the brain.
JH-III is the most widely occurring JH. (B) Typical
JH titers for a hemimetabolous and a holometab-
N-4 N-5 (last) Adult L-4 L-5 (last) Pupa Adult olous insects based on titers from locusts [138],
and the moth Manduca sexta [139,140]. Shaded
regions are periods of the molt. (C) The pathway
C JH D E JH Met Kr-h1 for the developmental actions of JH [after 94]. JH
X X binds to its receptor, Met, which is bound to
cytoplasmic hsp83 in the absence of ligand. JH-
JH
hsp83
contact has made this hormone a major target for developing genetics [98]. Furthermore, Met was shown to bind JH and JH
specific agents for insect control [67]. mimics at physiological concentrations, and the interaction of
The general pattern of the JH titer is fairly consistent during the ligand with residues in the ligand-binding pocket has been
embryonic and postembryonic life. During embryogenesis, JH resolved for Gce [99].
is sometimes present in the newly laid egg but it is rapidly metab- Met (or Gce) heterodimerizes with Taiman, another bHLH-PAS
olized and is absent through early to mid-embryogenesis, but family member also known as Steroid Response Coactivator
then appears after dorsal closure as the tissues of the fully- (SRC) or b-Ftz-F1 Interacting Steroid Coactivator (FISC) [94]
grown embryo mature and the last embryonic cuticle is depos- (Figure 5C). This interaction is intriguing since Taiman also par-
ited [91–93]. The subsequent growth of both larvae and nymphs ticipates in ecdysone action as part of a coactivator complex
occurs in an environment of high circulating JH (Figure 5B). In with EcR–USP. The main target of JH–Met is the gene Krüppel
hemimetabolous insects, JH levels are high through the penulti- homolog 1 (Kr-h1), which encodes a C2H2 zinc finger transcrip-
mate nymphal stage, but then drop during the molt to the last tion factor. In many species, the removal of Kr-h1 mimics both
nymphal stage. JH is then absent through the molt to the adult. the loss of JH and the loss of Met (Figure 5E). JH is also thought
In holometabolous insects, the pattern is similar in that JH is pre- to have an as-yet unidentified membrane receptor that may be
sent as larvae progress through their instars, but then disappears especially important for some of the reproductive functions of
early in the last larval instar to set the stage for the formation of JH [94]. If this membrane receptor has a role in metamorphosis,
the pupa. JH then transiently reappears during the prepupal ec- it is likely supportive to Met/Gce, as removal of the latter fully
dysteroid pulse that directs the molt to the pupa, but then disap- mimics removal of JH.
pears to allow adult differentiation. The Actions of JH
The JH receptor The embryonic actions of JH are poorly understood. JH typically
The developmental effects of JH functions are mediated through appears during embryogenesis around the time of dorsal closure
an intracellular receptor from the basic helix-loop-helix Per/Arnt/ as the embryo shifts from growth and patterning to differentiating
Sim (bHLH-PAS) transcription factor family [94]. It is related to the tissues of the first instar nymph or larva [26]. Embryos vary
the vertebrate aryl-hydrocarbon receptor, but is the only family greatly, though, in their sensitivity to exogenous JH given before
member co-opted to serve as a hormone receptor. It is encoded this time. They appear to be insensitive to JH through segmenta-
by the Methoprene tolerant (Met) gene, which was first identified tion and establishment of limb buds and other primordia, a
in Drosophila in a screen for mutants resistant to the JH mimic period that is concluded by the first embryonic molt. In embryos
methoprene [95]. Establishing that Met was a JH receptor was from more basal groups, such as grasshoppers and crickets, JH
complicated in Drosophila because this fly has a second recep- treatment after this period arrests morphogenesis and the next
tor gene, germ cell expressed (gce), which gave rise to Met by ecdysone pulse induces premature tissue differentiation
gene duplication [96]. Demonstration that Met, indeed, mediates [26,33]. This action of JH in suppressing tissue patterning is in
the anti-metamorphic actions of JH came from insects that have line with its morphostatic action on the imaginal primordia
only one Met gene, such as the beetle Tribolium and the bug described below. In contrast to what is seen with basal hemime-
Pyrrhocoris (Figure 5D,E). In both, Met knock-down by RNA tabolous species, on holometabolous embryos JH treatment has
interference (RNAi) caused both premature metamorphosis comparatively mild effects, primarily being confined to suppres-
and the loss of sensitivity to exogenous JH [1,97]. Definitive proof sion of morphogenetic movements (blastokinesis) within the egg
that Met and Gce are JH receptors then came using Drosophila [100]. Indeed, most of the morphogenetic processes that are
Review
Review
Ai ii B
Br
+ +
E93
+
L
Br/E93
P
E93
A L
X
Br/E93
L-A mosaic
JH
Kr-h1
iii iv Ecdysteroids Low 20E
MIFs?
D JH 20E
P2
C L8 L9 L10
JH/Met
L
X
Br/E93
L L L
X
P E93 A
Kr-h1 Early genes
L (High thresh)
C Br PN
L1 Early/late
N1 L1
E93 Broad Early genes
(Low thresh)
JH Late
Kr-h1
LF
LF Larval
Pupal
NF Pu Adult
Pu
Effector gene sets
E93
A A
Current Biology
ensuing molt. These genes, summarized in Figure 6, typically domain but vary in their paired C2H2 zinc fingers at their
include Kr-h1, broad and Ecdysone-inducible protein 93F carboxyl terminus [114]. The BTB domain can interact with
(E93). All were initially identified in Drosophila and associated both co-repressors and co-activators as well as supporting
with ecdysteroid action during metamorphosis. The function of chromatin remodeling [115]. The precise interactions that
broad to establish the pupal stage was initially demonstrated in Broad uses, though, are not well understood. Broad protein ap-
Drosophila [112,113], but the scope of the functions of E93 and pears as larval tissues become committed to pupal develop-
Kr-h1 was only revealed by work on insects with less derived ment [116] and Drosophila mutants lacking all broad isoforms
development. stay as last stage larvae and do not initiate their premetamor-
In holometabolous insects, Kr-h1, broad, and E93 direct the phic programs [112]. Experiments in Drosophila show that
genetic programs associated with the larva, pupa, and adult, Broad suppresses both larval- and adult-related programs
respectively. Broad (also called Broad Complex, Br-C) was [113,117] while activating genes specific to the pupal stage.
the first to be discovered and its action is best known. It be- This dual action of Broad is strikingly evident in Tribolium, in
longs to the Bric-a-brac-Tramtrack-Broad zinc finger (BTB- which Broad knock-down by RNAi results in the last stage larva
ZF) family of transcription factors. Depending on species, there becoming a larva-adult mosaic rather than a pupa (Figure 6A)
may be four to six main isoforms that share a common BTB [118,119].
Review
In hemimetabolous insects, broad is expressed during the act in a ‘nymphal’ fashion, because JH now maintains broad
nymphal instars but then disappears in the last instar when the expression. Indeed, pupae treated with JH maintain broad
nymph transforms into the adult [120–122]. This expression expression and undertake a second pupal molt rather than
pattern would seem to support the proposal that the nymphal becoming an adult [113]. Depending on species, Broad and
stage corresponds to the holometabolous pupa, but RNAi- E93 may inhibit each other [113,130]
based knockdown of broad in early stage nymphs of the bugs
Oncopeltus fasciatus and Pyrrhocoris apterus and the cock- Evolutionary Implications of the Stage-Specification
roach Blattella germanica did not cause precocious metamor- Genes and their Control
phosis. It did, though, prevent the nymphal wing pads from There has been a continuing controversy over how the nymphal
shifting to a premetamorphic pattern of enhanced growth and adult stages of hemimetabolous forms evolved into the
[97,120,122], suggesting an ancestral role for broad in controlling larval, pupal and adult stages of the Holometabola. Broad and
wing growth and morphogenesis. However, recent work on the E93 provide important insights into this controversy but, on first
cricket, Gryllus bimaculatus, showed that knock-down of Broad sight, they lead to somewhat conflicting conclusions. The broad
does, indeed, cause precocious metamorphosis [123]. The dif- data support the homology of the nymph to the pupa. The hemi-
ferences between the effects in crickets versus the other species metabolous pronymph and the holometabolous larva express
may reflect differences in the role of broad or differences in the relatively little broad, but this gene is then expressed prominently
effectiveness of RNAi-mediated gene knockdown. The nymphal in the nymph and the pupa, respectively. The important issue
wing pads have the highest levels of broad expression [122] and discussed above is whether broad acts as a stage-specification
an incomplete knock-down in some species might affect the gene for the nymph, as it does for the pupa. Resolution of this
wings but not the rest of the animal. Further work is obviously point is needed to establish broad’s ancestral function and will
needed to establish whether broad is the stage-specification provide a clearer insight into the origin of the pupal stage.
gene for the nymph. The role of E93 has presented a somewhat different picture. It
E93 encodes a helix-turn-helix transcription factor. It was orig- is clear that E93 determines the adult stage in both hemimetab-
inally studied in Drosophila because it was a stage-specific early olous and holometabolous insects. In hemimetabolous nymphs,
puff that first appeared in the late prepupal salivary gland [124]. JH, acting through Kr-h1, suppresses E93 and thereby maintains
Gene knockdown experiments in both hemimetabolous and the nymphal state. In the absence of Kr-h1, E93 is expressed and
holometabolous insects showed that E93 specifies the adult causes adult differentiation. This has been referred to as the
stage [3]. In the absence of E93, nymphal cockroaches stay as MEKRE93 pathway [24], with E93 providing the gateway into
permanent nymphs. Similarly, in the beetle Tribolium the adult metamorphosis. This is also the case for the beetle Tribolium
form is not made if E93 expression is suppressed. Suppression castaneum. The drop in JH and Kr-h1 levels in the last stage larva
of E93 in the last instar larva results in continued larval molting allows E93 expression, but the result is a pupa rather than an
[125], while knock-down in the pupa results in the molt to another adult. Referenced to the initial induction of E93, the beetle shows
pupal stage [3] (Figure 6A). E93 functions as a pioneer protein, a two-molt progression of larva to pupa and then pupa to adult
opening up sites throughout the chromatin to provide accessi- rather than only a single molt to the adult. This is consistent
bility to the gene sets needed to make the adult [126]. It also re- with the idea that the pupa arose from the terminal molt being
presses broad expression by closing the chromatin around the divided into two parts to accommodate the transition from larva
gene [126]. to adult [23]. In the beetle, though, E93 expression is transient
Kr-h1 is often also considered as the stage-specification gene because JH and Kr-h1 reappear during the larval–pupal transi-
for the nymphal and larval states and, therefore, provides a tion to suppress E93 and allow broad to be expressed to cause
reason for equating nymphs and larvae [24,97,127]. Its involve- pupal differentiation. The disappearance of JH after pupal
ment in larval and nymphal molting, though, is in the context of ecdysis then allows E93 expression, the suppression of broad,
its function in mediating the action of JH [128,129]. The early and adult differentiation.
larval molts that do not require JH also do not require Kr-h1 Although E93 expression provides the entry into metamor-
[108], so Kr-h1 is not needed for larval molting per se. Also, phosis in Tribolium, it apparently does not serve this role in
Kr-h1 later switches to controlling the formation of the pupa in more derived Holometabola, such as Drosophila. E93 still deter-
the cases in which JH reappears in the prepupa to prevent pre- mines the adult stage but it is not expressed until late in the pre-
cocious adult formation (for example [130]). pupal period [131]. Besides specifying the pupal stage in flies,
Kr-h1, broad, and E93 expression are all sensitive to hormonal broad has taken over the role of metamorphic gatekeeper as
signals and they also interact with each other (Figure 6B). As shown by broad null mutants arresting as premetamorphic
noted above, Kr-h1 is the principal target of JH and levels of larvae [112].
Kr-h1 protein are often used as a proxy for the JH titer. Broad This shift from E93 to broad in controlling the entry into meta-
and E93 expression are induced by ecdysteroids but they may morphosis may explain the variation seen within the Holometa-
also be induced by other factors that appear during the last larval bola in the need for JH/Met/Kr-h1 signaling to make a pupa.
instar (for example [41]). Kr-h1 suppresses E93 expression in While lack of Kr-h1 expression during the larval–pupal transition
both cockroaches [24] and Tribolium [130]. The relationship of of Tribolium results in imaginal primordia undergoing adult,
JH/Kr-h1 to broad expression, though, is complex. JH maintains rather than pupal, differentiation, a similar lack of JH in many
broad expression in nymphs [120, 122], but in holometabolous lepidopteran larvae, such as Bombyx mori, or in Drosophila,
larvae JH inhibits the appearance of Broad [116]. But once larval does not. In Tribolium, the use of E93 to initiate metamorphosis
cells become pupally committed by broad induction, they now means that it must then be suppressed by the JH/Met/Kr-h1
Review
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