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Eduardo Ibarguen-Mondragon
Departamento de Matemáticas y Estadı́stica,
Universidad de Nariño, Pasto, Clle 18 - Cra 50, Colombia
Posgrado en Ciencias Matemáticas, UNAM, 04510 México, DF.
Lourdes Esteva
Departamento de Matemáticas, Facultad de Ciencias,
Universidad Nacional Autónoma de México, 04510, México, DF.
Leslie Chávez-Galán
Departamento de Bioquı́mica,
Instituto Nacional de Enfermedades Respiratorias “Ismael Cosio Villegas”
Calzada Tlalpan 4502 , Colonia sección XVI,14080, México, D.F.
973
974 E. IBARGUEN-MONDRAGON, L. ESTEVA AND L. CHÁVEZ-GALÁN
not consider cytokines as dynamical variables. The model proposed consists of the
interaction among two bacterial populations, three macrophage populations, helper
T cells, and cytotoxic T cells.
We observe that in the works of Kirschner and Magombedze, the total bacteria
population is divided in two classes: (a) intracellular bacteria which are found
inside the macrophages, and (b) extracellular bacteria. Latency and active TB are
characterized by the number of intracellular and extracellular bacteria, respectively.
In this work we formulate a mathematical model for the dynamics of Mtb. We
consider the minimum number of variables describing the principal features of the
cellular immunology against TB. The objective of our work is to obtain threshold
conditions depending on the parameters that characterize infection progression. We
give a global analysis of the dynamics of Mtb, macrophages and T cells.
The paper is organized in the following way. In the second section we formulate
the mathematical model. In the third and fourth sections we do the qualitative
analysis of the model. In fifth and sixth sections we present numerical results and
discussion, respectively.
2. The model. Cell mediated response plays a fundamental role in the outcome of
Mtb infection. A granuloma is formed at the site of the bacteria implantation, and
its structure is mediated by a specific immune response induced by macrophages,
T cells, and cytokines produced by them.
We formulate a mathematical model for cell mediated response against TB con-
sidering the population of uninfected macrophages, infected macrophages, Mtb bac-
teria, and T cells, denoted by M̄U , M̄I , B, and T̄ , respectively. Due to the fact
that clinical and epidemiological tests for TB do not divided bacteria in internal
and external, we will consider only one population of bacteria.
We assume that uninfected macrophages reproduce at constant rate ΛU , and die
at a per capita constant rate µU . Uninfected macrophages become infected at a
rate proportional to the product of M¯U and B, with constant of proportionality
β, and once infected die at per capita constant rate µI , where µI ≥ µU . T cells
eliminate infected macrophages at a rate proportional to the product M̄I and T̄ ,
with constant of proportionality ᾱT .
Mtb bacteria multiply inside an infected macrophage up to a limit at which the
macrophage bursts, and releases bacteria. For this reason, we assume that the
growth rate of Mtb bacteria is r̄µI M̄I where r̄ is the average number of bacteria
produced inside an infected macrophage. The releasing bacteria become temporarily
extracellular, and they infect macrophages, or are ingested and killed by uninfected
macrophages at a rate proportional to the product of M̄U and B with constant of
proportionality γ̄U . Mtb die at per capita rate µB .
In the presence of bacteria and infected macrophages, the supply of specific T-
cells is given by
kI 1 − T̄ /Tmax M̄I ,
where kI is the growth rate of T cells, and Tmax is the maximum T cell population
level. Finally, the T-cells die at per capita rate µT .
976 E. IBARGUEN-MONDRAGON, L. ESTEVA AND L. CHÁVEZ-GALÁN
In order to have a feasible endemic equilibrium, the condition 0 < MU∗ < 1 must
hold. It is clear that MU∗ > 0 if and only if rβ − γU (αT T ∗ + µI ) > 0. It can be seen
that last inequality implies
T ∗ < TM∗
, (13)
where
∗ µI µB R0 + µI γU (R0 − 1)
TM = . (14)
γU αT
On the other hand, MU∗ ≤ 1 if and only if T ∗ ≤ αµTI (R0 − 1). Therefore, there is at
least one solution T ∗ > 0 if and only if R0 > 1. We are going to use the equations
(7)-(12) to determine the uniqueness of T ∗ . Substituting the equations (7) and (8)
in (11) we have
µT T ∗
µU (1 − MU∗ ) = (αT T ∗ + µI ). (15)
(1 − T ∗ )kI
Substituting MU∗ defined by (12) in (15), we obtain
[rβ − γU (αT T ∗ + µI )] [µU kI (1 − T ∗ ) − µT T ∗ (αT T ∗ + µI )] (16)
∗ ∗
−µB µU kI (1 − T )(αT T + µI ) = 0.
∗
From equation (16) we conclude that T is a zero of the function f defined by
µU kI + µT µI µU kI
f (T ) = −µT αT [rβ − γU (αT T + µI )] T 2 + T−
µT αT µT αT
−µB µU kI (1 − T )(αT T + µI ). (17)
Observe that
µU kI + µT µI µU kI
T2 + T− = (T − ζ)(T − η), (18)
µT αT µT αT
where
r 2
− µU kµIT+µ
αT
T µI
+ µU kI +µT µI
µT αT + 4 µµTUαkTI
ζ = ,
r 2 2
− µU kµIT+µ
αT
T µI
− µU kI +µT µI
µT αT + 4 µµTUαkTI
η = .
2
It is clear that η < 0. Furthermore, from inequality µI ≥ µU we have ζ ≤ TM .
Now, replacing (18) in (17) we can rewrite f by
f (T )
= − µT αT [rβ − γU (αT T + µI )] (T − ζ)(T − η) − µB µU kI (1 − T )(αT T + µI ).
Observe that f (ζ) = −µB µU kI (1−ζ)(αT ζ +µI ) < 0. On the other hand, expanding
f we obtain
f (T ) = b3 T 3 + b2 T 2 + b1 T + b0 ,
where
b3 = µT γU αT2
b2 = µU kI αT (γU + µB ) − µT µI [rβ − γU (µI + αT )]
b1 = −[µU kI αT (γU + µB ) + µT µI (rβ − µI γU ) + µB kI µI (γU + µB )(R0 − 1)]
b0 = µB kI µI (γU + µB )(R0 − 1).
A MATHEMATICAL MODEL FOR CELLULAR IMMUNOLOGY OF TUBERCULOSIS 979
Since f (ζ) < 0, and f (0) = b0 > 0 for R0 > 1 there exists at least one root
T ∗ of f in the interval (0, ζ). To determine the location of the other roots, we
will use Descartes’ Rule of Signs. Note that b0 and b3 are positive, b1 is always
negative, while b2 can be positive or negative. The change of coefficient signs can
be determined from the following table
b3 b2 b1 b0
+ + - +
+ - - +
Since there are two changes of sign in both cases, the Descartes rule implies the
existence of only one negative root and zero or two positive roots. We already know
the existence of one positive root T ∗ < TM , therefore f (T ) has one negative root
∗
and two positive roots. Since the roots of f (T ) have to be less than TM , and TM ,
∗
then they have to be less than T = min {TM , TM }. In order to prove that f (T ) has
e
only one root between zero and Te, it is enough to prove that f (T̃ ) < 0. If Te = TM ,
∗
then TM < TM , and therefore
∗
rβ − γU (αT TM + µI ) > rβ − γU (αT TM + µI ) = 0,
that implies
f (Te) = f (TM ) = −µT αT [rβ − γU (αT TM + µI )] (TM − ζ)(TM − η)
−µB µU kI (1 − TM )(αT TM + µI ) < 0.
∗ ∗
If Te = TM then TM < TM < 1, therefore
∗ ∗ ∗
f (Te) = f (TM ) = −µB µU kI (1 − TM )(αT TM + µI ) < 0,
that is, f (Te) < 0. Since f (0) > 0, there is a unique root of f (T ) = 0 in [0, Te].
In consequence, the eigenvalues of J(E1 ) are λ1 = −µU , λ2 = −µT and the roots
of the quadratic equation
λ2 + (γU + µB + µI )λ − µI (γS + µB )(R0 − 1) = 0. (19)
From Routh-Hurwitz criteria we conclude that the roots of the equation (19) have
negative real part if and only if R0 < 1. Therefore, for R0 < 1, E1 is locally
asymptotically stable and, for R0 > 1, E1 is unstable.
Actually, we can prove global stability of E1 when R0 ≤ 1.
980 E. IBARGUEN-MONDRAGON, L. ESTEVA AND L. CHÁVEZ-GALÁN
V = rMI + µI B, (20)
In consequence V̇ (x) ≤ 0 for all x ∈ Ω. From inspection of system (2) we can see
that the maximum invariant set contained in the set V̇ = 0 is the plane B = 0,
MI = 0. In this set, system (2) becomes
dMU dMI dB dT
= µU − µU MU , = 0, = 0, = −µT T.
dt dt dt dt
Which implies that the solutions starting there tend to equilibrium E1 as t goes to
infinity. Therefore, applying the LaSalle-Lyapunov Theorem (see [8]) we have that
E1 is globally asymptotically stable.
V
MU MI
=(a1 + a2 ) MU − MU∗ − MU∗ ln + (a3 + a4 ) M I − M ∗
I − M ∗
I ln
MU∗ MI∗
B T
+ a5 B − B ∗ − B ∗ ln + a6 T − T ∗ − T ∗ ln ,
B∗ T∗
µU MU∗
µU µB µU µB
a2 = ∗ − 1 a1 , a3 = ∗ a1 a4 = a1
∗
βB MU γU ∗
βB MU γU βB ∗ MU∗
µU MU∗ αT T ∗ MI∗ µU MU∗
µB
a5 = a1 a6 = + 1 a1 . (21)
γU MU∗ B ∗ kI MI∗ (1 − T ∗ ) βB ∗ MU∗ γU MU∗
To prove the global stability of E2 using Lyapunov direct method we have to show
that V (x) ≥ 0 and V̇ (x) < 0 for all x ∈ int Ω. For this end we need the results given
in next theorems.
f (x, y, z, w)
1 1
=(a1 + a2 ) µU MU∗ x + − 2 + βB ∗ MU∗ xz + − z − 1
x x
xz
+ (a3 + a4 ) βB ∗ MU∗ + y − xz − 1 + αT T ∗ MI∗ (yw + 1 − y − w)
y
∗ y
+ a5 rMI + z − y − 1 + a5 γU MU∗ B ∗ (xz + 1 − x − z)
z
∗ y
+ a6 kI MI + w − y − 1 + a6 kI MI∗ T ∗ (wy + 1 − w − y), (22)
w
and x = MU /MU∗ , y = MI /MI∗ , z = B/B ∗ and w = T /T ∗ .
Proof. The orbital derivative of V is given by
MU∗
V̇ (X) = (a1 + a2 ) 1 − (µU − µU MU − βBMU )
MU
M∗
+(a3 + a4 ) 1 − I (βBMU − αT T MI − µI MI )
MI
∗
B
+a5 1 − (rMI − γU MU B − µB B)
B
T∗
+a6 1 − [kI (1 − T )MI − µT T ]. (23)
T
From the equilibrium equations (6) we have
βB ∗ MU∗ αT T ∗ MI∗
µU = µU MU∗ + βB ∗ MU∗ , µI = − ,
MI∗ MI∗
rMI∗ γU MU∗ B ∗ kI MI∗ kI MI∗ T ∗
µB = − , µT = − .
B∗ B∗ T∗ T∗
Replacing µU , µI , µB and µT in (23) we obtain
V̇
MU∗ MU∗
MU BMU B
= − (a1 + a2 ) µU MU∗ + − 2 + βB ∗
M ∗
U + − − 1
M∗ MU B ∗ MU∗ MU B∗
U ∗
BMU MI MI BMU
− (a3 + a4 )βB ∗ MU∗ ∗ ∗ + ∗ − ∗ ∗ −1
B MU MI MI B MU
T M I M I T
+ (a3 + a4 )αT T ∗ MI∗ + 1 − −
T ∗ MI∗ M∗ T∗
∗ I
B MI B MI MU B B MU
− a5 rMI∗ + − − 1 − a γ
5 U M ∗ ∗
U B + 1 − −
BM ∗ B∗ MI∗ M ∗ B∗ B∗ MU∗
∗I U
T MI T MI T MI T MI
− a6 kI MI∗ + − − 1 − a k
6 I M ∗ ∗
I T + 1 − − .
T MI∗ T∗ MI∗ T ∗ MI∗ T∗ MI∗
(24)
In the variables
MU MI B T
x= ∗ , y = ∗, z = ∗, w = ∗,
MU MI B T
982 E. IBARGUEN-MONDRAGON, L. ESTEVA AND L. CHÁVEZ-GALÁN
R0 = , (26)
γ̄U Λ
µU + µB
U
We see that the outcome of Mtb infection depends mainly on the interplay of the
parameters β, r̄ and γ̄U since the other parameters (ΛU , µU , and µB ) are unaffected
by the stage of the disease. We present numerical simulations with different values
of β, keeping fixed the others parameters (see Table 1) to see how this parameter
influences the differences in outcome.The same can be done for γU and r̄. In Figure
1, β = 8.25 ∗ 10−9 with R0 = 0.125. In this case the initial population of bacteria
and infected macrophages decreases to zero. In Figure 2, the value of β increases
to 8.25 ∗ 10−8 , and R0 = 1.25, indicating Mtb infection. We notice a peak in the
populations of infected macrophages, T cells, and bacteria in the early stage of
the infection, which is consistent with the results reported by Egen J.G. et al. [6].
These authors found that during the granuloma formation, TNF-α cytokines send
signals promoting the interaction between macrophages and T cells. We observe
that this cell activity allows efficient control of the bacteria replication, and the
time of the immune response could coincide with the average time of the granuloma
formation [15]. The same figure shows that in the steady state the number of
uninfected macrophages is much bigger than the number of infected macrophages,
and bacteria which may be interpreted as a latency steady state, where the bacteria
is controlled by the immune system.
Figure 3 illustrates the behavior of bacteria and cell populations for β = 8.25 ∗
10−7 . In this case, R0 = 12.5, indicating that on average there are around 12 new
infected macrophages per day per infected macrophages at the beginning of the
infection which shows a significant proliferation of infected cells [9]. We observe that
macrophages and T cells populations are much smaller than bacteria population.
This could indicate an active infection situation where, in spite of the increment of
macrophages and T cells, bacteria are able to evade the immune response of the
host.
Although our model is quite simple compared to the complexity of the immune
response to Mtb, it predicts in terms of the basic reproductive number R0 , when
the bacteria is cleared or infection progresses to disease. R0 represents the num-
ber of infected macrophages resulting from one infected macrophage if all other
macrophages are uninfected. It is directly proportional to Mtb growth at its equi-
librium level, r̄ Λ
µU , and infection rate, β, and it is inversely proportional to death
U
related to the immune system plus natural death rate of bacteria, γ̄U Λ µU + µB . If
U
0.8
0.7
0.6
Cell populations
0.5
MU
MI
0.4
B
T
0.3
0.2
0.1
0
0 200 400 600 800 1000
Time (days)
0.7
0.6
0.5
Cell populations
0.4
MU
MI
0.3
B
T
0.2
0.1
0
0 200 400 600 800 1000
Time (days)
0.7
0.6
0.5
Cell populations
0.4 MU
MI
B
0.3 T
0.2
0.1
0
0 200 400 600 800 1000
Time (days)
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