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Arboviruses
Molecular Biology, Evolution and Control
Edited by
Nikos Vasilakis
Department of Pathology
Center for Biodefense and Emerging Infectious Diseases
Center of Tropical Diseases and Institute of Human Infections and Immunity
University of Texas Medical Branch
Galveston, TX
USA
and
Duane J. Gubler
www.caister.com
Description or mention of instrumentation, software, or other products in this book does not imply endorsement by the
author or publisher. The author and publisher do not assume responsibility for the validity of any products or procedures
mentioned or described in this book or for the consequences of their use.
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or
by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior permission of the publisher.
No claim to original U.S. Government works.
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Contents
Contributorsv
Forewordix
Prefacexi
6 Vector-borne Rhabdoviruses 71
Ivan V. Kuzmin and Peter J. Walker
7 Alphavirus–Host Interactions 89
Kate D. Ryman and William B. Klimstra
10 Ecological and Epidemiological Factors Influencing Arbovirus Diversity, Evolution and Spread 135
Roy A. Hall, Sonja Hall-Mendelin, Jody Hobson-Peters, Natalie A. Prow and John S. Mackenzie
Index391
Contributors
† Deceased
viii | Contributors
More than 100 years since the demonstration of Aedes (Ste- levels. The advent of deep sequencing has revealed details of
gomyia) aegypti transmission of yellow fever virus by Walter arbovirus population structure throughout the transmission
Reed and colleagues, arboviruses continue to be the causes of cycle, which influences transmission and evolution, and the
major public health challenges, the subjects of many new viral recent discovery of major effects of small RNAs on infection
discoveries, and the etiologic agents of new and repeated dis- and replication in both arthropod vectors and vertebrate hosts
ease emergence. Following peaks of arbovirus discovery during is already having major impacts on the field. Molecular genetics
the 1930s, due to technological advances in virus isolation is also beginning to impact directly our strategies for controlling
and identification, and the during 1950–1960s largely thanks arboviral diseases, with novel transgenic mosquito approaches
to the efforts of the Rockefeller Foundation and their interna- and Wolbachia bacterial infections of mosquitoes already being
tional virus discovery programmes, arbovirology underwent tested in field settings for dengue control.
a dramatic transformation beginning in the 1980s with the Despite the exciting advances in science and technology of
advent of modern molecular virology. Although field ecology the past three decades and their promise for applications aimed
and epidemiology studies have in many cases declined during at controlling arboviruses, the challenges remain sobering:
this molecular biology era, advances in the study of arboviral dengue viruses continue to expand and are now estimated to
genetics and the molecular basis of arbovirus–host and –vector infect about 400 million persons annually, and chikungunya
interactions have led to exciting new opportunities for vaccine virus has recently spread to near pandemic proportions, affect-
development and promising new targets for antiviral develop- ing both tropical and temperate regions. Bluetongue virus is
ment, offering hope for the control in the near future of some spreading northward into Europe as increasing temperatures
of the most important arboviral diseases. Increasingly efficient permit northward expansion of the Culicoides spp. vectors,
amplification and sequencing of viral genomes and the ability and West Nile virus has undergone a dramatic resurgence in
to manipulate RNA viral genomes via cDNA rescue systems the United States since 2012, without a clear explanation or
has revolutionized the study of arbovirus evolution and patho- any major improvement in our ability to predict outbreaks in
genesis. Mechanisms of emergence into new transmission time or space, let alone to mitigate them. Insecticide resistance
cycles that either directly impact spillover from enzootic cycles continues to limit our ability to reduce exposure to arboviruses
or mediate the development of urban, human–human trans- through vector control, and the anthropophilic behaviour of
mission mediated by anthropophilic vectors have begun to be mosquito vectors like A. aegypti and A. (Stegomyia) albopictus,
elucidated. Improved understanding of the effects of anthropo- which continues its invasive spread on four continents, chal-
genic change on arbovirus transmission cycles and exposure of lenges control even when vectors remain susceptible. These
humans and domesticated animals has also revealed the increas- and many other continuing challenges will require new, inter-
ing challenges that human activities such as international travel disciplinary approaches to better understand the determinants
and commerce, deforestation, and climate change will place on of enzootic and epidemic circulation, and both scientific and
our ability to control arboviral diseases. public policy advances to accelerate product development
In this comprehensive book on arboviruses, the first in and clinical trials to bring antivirals and vaccines to the mar-
several decades, all of the major arbovirus groups are reviewed kets where they are desperately needed. This book, written by
with emphasis on taxonomy and discovery, including recently experts in their respective fields, provides a comprehensive
identified and characterized ‘insect-specific’ viruses that are treatment of the many topics that will need to be considered
revolutionizing our understanding of the evolution of their and included in these interdisciplinary efforts to improve in our
related arbovirus taxa, and advances in the understanding ability to predict, prevent, and control arboviral diseases in the
of virus–host interactions from the organismal to molecular 21st century.
Scott C. Weaver
Current Books of Interest
In the waning years of the 20th century, arboviruses (viruses approaches, concepts or concerns without any preconceptions,
transmitted to humans and other animals by arthropod vectors) thus providing a stimulating baseline where new investigators
re-emerged as major global public health problems. Today, this from a wide variety of disciplines might consider joining in
diverse array of viruses is among the most important cause of arbovirus research providing a set of ‘fresh eyes’ and perspec-
emerging epidemic infectious diseases worldwide. It has been tives. This book is divided into four sections that cover: (i)
almost 30 years since the last comprehensive coverage of the molecular biology, (ii) viral diversity and evolution, (iii) arbo-
taxonomy, epidemiology, ecology, evolution and biology of the virus diagnosis and control and (iv) future trends.
arboviruses. Since then, there has been a tremendous amount We owe a large amount of gratitude to the many people who
of new knowledge published on these viruses. This book made this book a reality. To the fellow contributors and authors
revisits all of the above aspects of arbovirus research plus new of each of the chapters, whose dedication, patience and collabo-
information on the molecular biology, risk factors underlying ration made this endeavour a delightful experience. We would
the re-emergence of arboviral disease epidemics in human and like to acknowledge Shannan Rossi, Nicholas Bergren and
animal populations. We are fortunate to have recruited the Ashley Rhame for assistance with proofreading the chapters
expertise of a diverse set of contributors, whose effort undoubt- and preparing the index. We must also thank Annette Griffin,
edly required sacrifices of both time and energy in the face of Acquisitions Editor at Horizon Press, and Melanie Woodward,
many other commitments. Project Leader at Prepress Projects Ltd, for their invaluable
The recent adoption of new detection technologies [next- help.
generation sequencing (NGS)] has resulted in a cataclysm of Finally, we dedicate this book to our spouses, whose
discovery of newly recognized viruses with restricted host range patience, dedication, understanding and everlasting support for
in arthropods whose detection was not possible with the classic our scientific journeys made it all worth it.
serology and isolation methods of the past. As result the ques- It is with great sadness that the editors note the passing of
tion of how arboviruses should be defined has been brought to one of our authors, Dr Kate Ryman, in November 2015 just
the forefront. An important question is should the definition before this book went to press. Dr Ryman was an outstanding
be broadened to include arthropod-associated viruses that are virologist who made seminal contributions to our understand-
in the same families as known arboviruses such as Togaviridae, ing of the pathogenesis of many arboviruses in the alphavirus
Flaviviridae, Bunyaviridae, Rhabdoviridae, Reoviridae, etc.? and flavivirus genera, and she will be sorely missed by us and
Our intention with this book is to provide a forum in which her many friends in the arbovirology community.
members of the arbovirus community could highlight new
Nikos Vasilakis
Duane J. Gubler
1
The Arboviruses: Quo Vadis?
Duane J. Gubler and Nikos Vasilakis
Abstract Introduction
Arthropod-borne viruses (arboviruses) are the causative Arboviruses, long considered relatively unimportant as causes
agents of significant morbidity and mortality among humans of human disease, have emerged in the past 40 years as impor-
and domestic animals globally. They are maintained in com- tant public health and biosecurity threats (Gubler, 2002). The
plex biological life cycles, involving a primary vertebrate host term arbovirus is a contraction of arthropod-borne virus. It
and a primary arthropod vector. These cycles exist in natu- has no taxonomic significance, but is an ecological term used
ral sylvatic or urban foci of transmission. Arboviruses may to define viruses that are transmitted among vertebrate hosts
emerge from their ecologically distinct nidus when humans by blood sucking arthropods when they take a bloodmeal
or domestic animals unknowingly encroach on their environ- (WHO, 1985). All known arboviruses are natural parasites
ment, leading to local, regional or, in some instances, global of animals other than humans (zoonotic pathogens). They
epidemics. The principal drivers of epidemic arboviral disease include a diverse group of viruses belonging to nine viral fami-
emergence are anthropogenic, fuelled by uncontrolled human lies (Table 1.1) (Karabatsos, 1985, 2001 update). Mosquitoes,
population growth, economic development and globalization, flies and ticks are the most important vectors while rodents
combined with societal and technological changes. Other and birds are the most important vertebrate reservoir hosts
factors contributing to arboviral disease emergence are envi- of those viruses affecting humans and their domestic animals.
ronmental changes, including urbanization, changes in land Arboviruses have at least two natural hosts, a vertebrate
and water use, agricultural and animal husbandry practices, and an arthropod, that are required for maintenance in nature.
new irrigation systems and deforestation. Unless these trends They are usually maintained in complex biological life cycles
are controlled, and eventually reversed, the future will prob- involving a primary vertebrate host and a primary arthropod
ably see more widespread and larger epidemics of arboviral vector (Fig. 1.1) (Gubler, 2001). These cycles exist in natu-
disease. ral, usually focal foci that are unknown until humans or their
domestic animals encroach on the natural nidus, causing an
*The numbers of genera and viruses depicted are based on the ninth report of the International Committee on Taxonomy of viruses (ICTV)
(Plyusnin et al., 2012). These numbers are currently revised by the ICTV.
#The number of genera has been increased to reflect the diversity of the family Rhabdoviridae (see Chapter 3), and ratification is currently
epidemic. In some instances, feral animals or the arthropod followed by full recovery. In those patients who develop severe
vectors encroach on the human ecosystem causing epidemics. disease, the illness is often biphasic, with a non-specific acute
Once the virus has escaped the primary cycle, it may establish febrile phase often going unrecognized, followed by arthritic,
a secondary cycle in new foci with different vectors and verte- haemorrhagic or neurological disease. Arthritic sequelae are
brate hosts. In most cases, the secondary vertebrate hosts such usually transient. Haemorrhagic manifestation can vary from
as humans are incidental and do not contribute to the trans- mild skin and mucous membrane bleeding to severe viscero-
mission cycle. Exceptions to this include a number of viruses tropic disease with frank haemorrhage and death. Neurological
that have adapted to humans, including dengue (DENV), disease usually presents as meningoencephalitis with perma-
yellow fever (YFV), zika (ZIKV), Chikungunya (CHIKV) and nent neurological sequelae and sometimes death. The same
Ross River (RRV). Moreover, with the recent advent of new virus may cause all three syndromes in different individuals.
detection technologies [next generation sequencing (NGS)], As noted above, humans are generally secondary hosts for
a number of viruses with restricted host range in arthropods these viruses and are thus dead-end hosts, although there are
have been discovered (Nasar et al., 2012; Marklewitz et al., exceptions, such as DENV, YFV, ZIKV, CHIKV, RRV and other
2013; Vasilakis et al., 2013a,b, 2014; Zirkel et al., 2013; Kallies viruses.
et al., 2014), begging the question of how arboviruses should
be defined (Vasilakis et al., 2013a, 2014). Should the definition
be broadened to include arthropod-associated viruses that are Current status of arboviral diseases
in the same families as known arboviruses such as Togaviridae, Diseases thought to have been caused by arboviruses have been
Flaviviridae, Bunyaviridae, Rhabdoviridae, Reoviridae, etc.? known for centuries. However, the first arbovirus isolated was
Historically, the term ‘arbovirus’ has been based on biological yellow fever in 1927. The isolation of other arboviruses causing
and ecological characteristics. While modern virus taxonomy is human disease followed, with Japanese encephalitis in 1924
based principally on morphological and molecular characteris- (retrospectively), St. Louis encephalitis in 1933, West Nile in
tics, more recently biological and ecological relationships have 1937, Chikungunya in 1938 and dengue in 1943 (Karabatsos,
again become important, adding another layer of complexity 1985). The Rockefeller Foundation, founded in 1914, was
in understanding the relationships of diverse virus families instrumental in the discovery of most known arboviruses.
(Kuno, 2007). Arboviruses must be defined biologically as well With laboratories in Trinidad, Colombia and Brazil in South
as molecularly. This would allow the arthropod-specific viruses America, Egypt, Nigeria, South Africa and Uganda in Africa,
to be defined as arboviruses (Charles Calisher, 2014, personal and India in Asia, Rockefeller scientists isolated and charac-
communication). terized many viruses between 1935 and 1970. Because the
There are approximately 135 arboviruses known to infect Rockefeller laboratories were mostly located in South America
humans. They cause a broad spectrum of illness ranging from and Africa, that is where most arboviruses were discovered.
asymptomatic infection to severe and fatal disease. In general, Africa accounts for 25% and North and South America for 42%
arboviruses cause three basic clinical syndromes in humans: of all known and potential arboviruses (Fig. 1.2). After 1970,
(i) systemic febrile illness; (ii) haemorrhagic fever; and (iii) support for this kind of discovery field research waned and only
invasive neurological disease (Gubler, 2001). Most arbovirus four new viruses were described during the last 30 years of the
infections cause a non-specific febrile illness in the acute phase, 20th century (Gubler, 2001).
Arboviruses: Quo Vadis? | 3
In recent years, there has been a dramatic emergence of Forest, Venezuelan equine encephalitis, Rift Valley fever, Oro-
epidemic arboviral diseases, including several new viruses that pouche, and Crimean–Congo haemorrhagic fever being the
have been identified (Fig. 1.3 and Table 1.2). The majority of most important (Table 1.2). Some are newly described viruses
those emergent viruses causing epidemics belonged to three [severe febrile thrombocytopenic syndrome and Bourbon (Yu
families: Flaviviridae (six viruses), Bunyaviridae (five viruses) et al., 2011; Kosoy, et al., 2015)], but most are viruses that have
and Togaviridae (four viruses) (Table 1.2). Only one (blue- been known for many years, only recently emerging to cause
tongue, family Reoviridae) was not infective for humans. Major major epidemics. The factors responsible for the dramatic
geographic spread accompanied by increased frequency and emergence of epidemic arboviral diseases in the past 40 years
magnitude of epidemics have occurred in the past 30 years with are complex and involve global trends (demographic, eco-
dengue, West Nile, Zika, Kyasanur Forest disease, Alkhurma, nomic, environmental and societal) that have emerged since
Japanese encephalitis, Chikungunya, Ross River, Barmah the Second World War (see below and Fig. 1.3).
SIN CE
SIN
TBE
TBE CCHF
WN WN
WN
WN
WN
WN BOUWN POW CCHF
WN EEE WN FSTS
WN
SLE LAC SLE DEN
WN EEE RVF DEN
DEN DEN CCHF JE DEN
KFD
VEE WN DEN CHIK DEN RVF WN JE
WN VEE CHIK DEN DENDEN
CCHF JE
DEN DEN
YF DEN DEN DEN JE DEN
ORO WN
WN
YF YF RVF
CHIK JE CHIK CHIK
DEN
CHIK DEN CHIK DEN
VEE MaY JE DEN
ORO RVF
DEN YF DEN DEN ONN DEN DEN ZIKA
JE DEN
ORO DEN
YF YF RR
DEN WSL BF
DEN
DEN MVE
WNV
Yellow fever virus is an enigma. It has been maintained for population growth and the resulting economic development,
decades in sylvatic cycles in Africa and South America, with societal and technological changes have been the major drivers
only periodic small epidemics in humans. In urban settings, of environmental change, which have included unprecedented
YFV has the same epidemiology as DENV, CHIKV, and ZIKV, urbanization, changes in land and water use, changes in agri-
which have all spread dramatically in recent years. Of special cultural practices, new irrigation systems and deforestation
interest is South America, where YFV has been contained in (Gubler, 2002, 2011). This resulted in habitat alteration
the rain forests of the Amazon Basin for over 70 years. During and encroachment from the natural ecosystem to the urban
that time, the urban growth in the American region has been ecosystems and vice versa. A circular human rural to urban
unprecedented and many of the urban areas located in the migration drove uncontrolled urbanization and brought exotic
YFV enzootic area have been re-infested with the principal pathogens into more frequent contact with humans in an urban
urban mosquito vector, Aedes aegypti, putting the risk of urban environment, where there was greater probability of secondary
epidemics of YF at its highest level in history (Gubler, 2004). transmission and spread by aeroplane to new geographic areas.
Despite the increased risk, major urban YF epidemics have not New animal husbandry methods were developed to increase
occurred in the region. food production to feed the increased human population.
Arboviruses currently have a worldwide distribution (Fig. Finally, globalization provided the ideal mechanism for rapid
1.3) (Gubler, 2001). As noted, however, each virus will gener- spread of pathogens to new geographic locations where public
ally have a focal distribution because of the specific vertebrate health infrastructure for vector-borne infectious diseases had
host and vector ecological requirements to maintain the pri- deteriorated in the wake of the successful control of malaria
mary cycle. Thus most epidemics of arboviral disease are short and YF in the 1950s and 1960s. Collectively, this complex
lived. With the increased ease with which the viruses, vectors web of interrelated factors resulted in the emergence of newly
and vertebrate hosts are transported to new geographic areas recognized arboviruses and the re-emergence of viruses that
via globalization and modern air transportation, however, had been successfully controlled after the Second World War
that may be changing (Gubler, 2002). A quick glance at Fig. (Gubler, 2002, 2004, 2011).
1.3 suggests that persons will be at risk of arboviral infection It is intuitive that climate change would play a role in this
anywhere in the world with the exception of the Arctic and emergence and spread because the arthropod vectors of arbo-
Antarctica. viruses are cold-blooded animals whose biology is greatly
influenced by temperature and other environmental factors.
Climate change, however, has not been a major factor in
Reasons for global emergence determining emergence and spread of these or other infectious
The principal reasons for the dramatic emergence of epi- diseases, compared with the demographic and societal drivers
demic arboviral diseases are summarized in Fig. 1.4. Human noted above.
Demographic Changes
Global
Technology climate
change
Socio-cultural organization
Quo vadis of over 50,000 routes (IATA Annual Review, 2014), and pro-
What does the future hold for arboviruses? It is difficult and vides the ideal mechanism to facilitate the rapid geographic
perhaps foolish to try to predict the future. However, the global spread of both the viruses and the arthropod vectors (Gubler,
trends that have been primarily responsible for the increased 2002, 2011). Unless the global trends of population growth,
transmission and epidemic activity of the recent past, are urbanization and globalization can be reversed, the future will
projected to continue. Thus the global human population is probably see more widespread and larger epidemics of arbovi-
expected to reach 10 billion by 2050 (UN Department of ral disease.
Economic and Social Affairs, 2011). That trend alone will drive Fortunately, the future also holds major advancements
major environmental and societal changes, including urban in technology that can be harnessed to help contain, control
growth, changes in land use, water use, agriculture, animal and prevent epidemic arborviral diseases. It is anticipated that
husbandry, deforestation and other environmental parameters. new technology and understanding of the molecular biology
It will also drive human migration and movement, which in and genetics of arboviruses will allow more effective early
turn will increase human encroachment on natural habitats warning surveillance systems to be put in place, and that new
where many microbial populations exist in harmony with the antiviral drugs, vaccines, therapeutic antibodies and vector
natural ecosystems, unknown to humans until the systems are control tools will be developed as the above scenario contin-
disturbed by the encroachment of man or domestic animals. ues to unfold, thus allowing public health officials to prevent
As urban centres expand, there will likely also be increased and control these diseases before they become established in
encroachment of feral animals from the natural ecosystems into new geographical regions (Gubler, 2015). The success of such
the urban ecosystems, putting humans at further risk (Fig. 1.4). prevention programmes, however, will require political will
Anthropogenic environmental change driven by human popu- and sustained economic support for a broad research agenda to
lation growth and all of its indirect ramifications, will probably develop new and innovative tools to detect, contain and control
have a major impact on many arboviral diseases. these viral diseases.
Add to that, globalization and deteriorating public health
infrastructure, and the result is increased arboviral epidemics Acknowledgements
and disease. An estimated 3.3 billion people travelled by air This work was supported in part by the Duke‐NUS Signa-
in 2014 (IATA Annual Review, 2014), and the numbers and ture Research Program funded by the Ministry of Health,
diversity of animals being transported by air is far in excess Singapore, and by NIH contract HHSN272201000040I/
of that number. The Global Air Network (Fig. 1.5) consists HHSN27200004/D04 (NV).
References to insects by RNA replication. Proc. Natl. Acad. Sci. U.S.A. 109,
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D.L. Morse, eds. (Annals of the New York Academy of Sciences, New Lundkvist, A., Schmaljohn, C.S., and Tesh, R.B. (2012). Bunyaviridae.
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Part I
Molecular Biology
2
The Taxonomy of Arboviruses
Nicole C. Arrigo, Scott C. Weaver and Charles H. Calisher
Because the primary mode of scientific communication is be distinguished may include, but are not limited to, natural and
in writing, italicization is used to distinguish viral taxa from experimental host range, cell and tissue tropism, pathogenicity,
viruses that constitute the taxa. That is, names of orders, fami- vector specificity, antigenicity, and the degree of relatedness
lies, genera, and species are italicized, whereas the names of of their genomes or genes. These distinctions fall under the
viruses are not italicized. For example, Kunjin virus belongs purview of each Study Group, although the ICTV Executive
to the family Flaviviridae, genus Flavivirus, species West Nile Committee retains the right to change or overrule the expert
virus. Note also that virus species are always capitalized, while Study Groups and has done so.
viruses are not unless they begin with a formal name such as While the definition of a virus species has always generated
Kunjin. Confusing to some, a species taxon often shares the controversy, this change in definition from a polythetic class to
same name as its member virus, further emphasizing the need a monophyletic group incited a feverish debate amongst virolo-
for italicization, e.g. the virus eastern equine encephalitis virus gists (Van Regenmortel et al., 2013). In a polythetic class, no
is a member of the family Togaviridae, genus Alphavirus, spe- defining property is necessarily present in all of its members,
cies Eastern equine encephalitis virus. A binomial system has whereas a monothetic class is simply a universal class in which
been proposed in which the genus name (ending in -virus) is all members share one or more defining properties (syna-
used as the second word of a virus species name (Van Regen- pomorphies). Furthermore, the latest definition recognizes
mortel et al., 2010). For example, the species name West Nile a species as a monophyletic group of viruses, emphasizing
virus would become West Nile flavivirus. While this system has a common and exclusive phylogenetic relatedness and the
been discussed for many years and would clarify some misun- contemporary emphasis of genetic similarity as a sole species-
derstandings of shared species and virus names, it has not been defining property. The inclusion of ‘monophyletic’ in the new
universally adopted by the virology community or the ICTV. species definition therefore implies a greater emphasis on
The species taxon is not only the most fundamental, com- genetic relationships, which provide the most direct evidence
monly used, and typographically confused taxonomic category, of monophyly. It also precludes other types of groups, such as
as well as the subject of numerous contentious topics in virus paraphyletic, in which selected (e.g. with certain phenotypes)
taxonomy, but it is also the most influenced by technological but not all members of a clade descended from a common
advances in science. Official usage of the species taxon in virus ancestor.
classification was first accepted by the ICTV in 1991 with the Without the need for any other property to be simultane-
definition: ‘A virus species is a polythetic class of viruses that ously different amongst all members of a species, the task of
constitute a replicating lineage and occupy a particular ecologi- species demarcation risks becoming an arbitrary line of genetic
cal niche’ (Van Regenmortel et al., 1991; Van Regenmortel and similarity, sure to need continual modification as new genetic
Mahy, 2004). information is accumulated and more viruses are discovered.
In this definition, a polythetic class is one whose members Furthermore, reassortment and recombination can confuse
have several properties in common, but which do not necessar- simple phylogenetic relationships based on genome sequences,
ily all share a single, common defining property. Also by this confounding traditional phylogenetically based classifications.
definition, members of a virus species are defined collectively Appendix 2.1 in this chapter combines polythetic and mono-
by a consensus group of properties, including but not limited thetic philosophies and repairs obvious errors and omissions
to genome sequence relatedness, natural host range, cell and in the current ICTV taxonomic system, those of which are
tissue tropism, pathogenicity, mode of transmission, and anti- noted in explanatory footnotes. Note: Review of the literature
genic properties (Van Regenmortel et al., 1997). The species ended 1 July 2014 upon submission of this chapter to the edi-
taxon thus differs from the higher viral taxa (order, family, and tors. Therefore, post hoc changes were not considered unless
genus), which are ‘universal’ classes and as such are defined a significant and discernible virus was discovered or an ICTV
by a few properties that are both necessary and sufficient for report legitimized the taxonomy of the virus.
membership, e.g. morphology, physiochemical properties, and
genome organization.
First published in the 7th ICTV report (Van Regenmortel Taxonomy: from classical virology to
et al., 2000) and remaining in the 8th ICTV Report (Fauquet, molecular biology
2005), this concept of a polythetic class made placement of a Prior to acceptance of the modern classification scheme and the
virus into a particular species and the task of species delinea- common use of the species taxon, classification of most viruses
tion somewhat subjective and often challenging. However, this was based primarily on their morphology as demonstrated
definition has also provided the necessary flexibility to accom- by electron microscopy and on their antigenic properties and
modate the continually and rapidly evolving nature of viruses, serological cross-reactivities. Different viruses were identified
their often complex modes of evolution, including nucleotide by a reciprocal, fourfold or greater difference in antibody–anti-
sequence divergence, reassortment of genetic segments, and gen cross-reactivity, i.e. the heterologous versus homologous
recombination, and the technology used to identify and char- titres of antibodies in reactions against two viruses. A fourfold
acterize them. Despite its effective use for over two decades, or greater difference in only one direction (non-reciprocal)
the ICTV definition of a virus species according to the 9th signified an antigenic subtype, while antigenic varieties were
ICTV Report (King et al., 2012) was changed to: ‘A species is distinguishable only with special serological tests, such as
a monophyletic group of viruses whose properties can be dis- kinetic haemagglutination inhibition (Casals, 1964).
tinguished from those of other species by multiple criteria.’ In In the past few decades, advances in molecular biology
addition to this official change, the ICTV further commented have had a profound influence on virologists’ approach to and
that the criteria by which different species within a genus can perspectives on virus taxonomy. Technological innovations
The Taxonomy of Arboviruses | 11
in genetics, genomics, and bioinformatics have considerably derived from a sample without virus isolation can be used to
improved our ability to detect the presence of virus genomes in rescue virus containing the master sequence using synthetic or
a wide array of biological samples, including insects, vertebrate PCR-amplified cDNA clones (Nasar et al., 2012), but the use of
host tissues, and vertebrate body fluids and excreta, and have only partial genome sequences from single RT-PCR amplicons
enhanced our use of laboratory-based systems, such as tissue for virus detection and characterization, without virus isola-
cultures and experimental models of natural transmission tion, precludes most further characterizations.
cycles. Furthermore, the ability to visualize, bank, compare,
and analyse genetic information has revolutionized our contex-
tual interpretation of viruses and their taxonomic management, A taxonomic ideal
particularly sequencing and phylogenetic inferences. An ideal taxonomic scenario is one in which classical virology
The discovery of reverse transcriptases (RTs) in 1970 and biology are complemented by more modern molecular
(Temin and Mizutani, 1970) and the development of the techniques to provide a multifaceted approach to virus clas-
polymerase chain reaction (PCR) by Kary Mullis in the early sification. The recent characterization of a ‘mosquito-only’
1980s (Mullis et al., 1986) transformed virology by provid- alphavirus, Eilat virus (EILV), can be used as an example of
ing the molecular tools to detect and genetically characterize a polythetically based classification that is far more useful for
viruses in an efficient manner. The genetic sequences of viral informing long-term public health and basic research needs
nucleic acid products, amplified through either RT-PCR for than a simple genetic analysis for taxonomic purposes (Nasar
viral RNA or PCR for viral DNA, were recognized through et al., 2012). Eilat virus was detected in a mosquito pool, but
various early sequencing technologies, including Maxam– remained difficult to identify because it did not cause cyto-
Gilbert (chemical modification) (Maxam and Gilbert, 1977) pathic effects (CPE) in vertebrate cells or disease in vertebrates,
and Sanger (chain-termination) (Sanger and Coulson, 1975) including infant mice. Only the presence of CPE noted in mos-
methods. While technical variations of early chain-termination quito cell cultures inoculated with a triturated mosquito pool
sequencing methods are still widely used, ‘next generation’ or suggested the presence of a virus. Following the visualization
‘high-throughput’ metagenomic sequencing advancements are of virus-like particles in these cells by electron microscopy
currently providing innovative approaches for detecting the (although most were a second, coinfecting virus; see below),
presence of known and hitherto unrecognized sequences in next generation sequencing revealed the presence of RNA
samples that contain little genetic material, material in which sequences homologous to those of alphaviruses. Thus, a com-
host nucleic acids far outnumber their viral counterparts, or bination of classical and modern techniques was critical for the
samples that are presently unculturable, contain viral sequences identification of EILV.
insufficiently defined to be amplified by PCR, or contain mul- The characterization of EILV was also challenging due to the
tiple viral agents. presence of another RNA virus in the same mosquito pool, a
While limitations with these next generation sequencing negevirus (family unassigned) never before identified (Vasila-
technologies (namely cost, technical and informatic capabili- kis et al., 2013). Because this negevirus replicated more rapidly
ties, and sample manipulation) presently restrict their routine in mosquito cell cultures than did EILV, the latter could not
universal use, more conventional and targeted sequencing of be isolated using the traditional virological methods of plaque
DNA products has become the approach of choice of many assay or limiting dilutions. Molecular methods were used to
virologists, for both detection and characterization. Publicly generate a full-length, infectious cDNA clone after determina-
available genetic databases continue to source the development tion of the EILV genomic sequence. This clone permitted rescue
of singleplex, multiplex, degenerate, consensus, and sequence- of EILV in mosquito cells uninfected by the negevirus, followed
specific PCR assays to detect the presence of viral genomes and by detailed antigenic characterization and high-resolution
target characteristic genetic motifs at the species, genus, and imaging using cryoelectron microscopy. Combined with host
family levels. Although some higher level taxa-consensus assays range studies performed using cell cultures through electropo-
are more difficult to develop for diverse virus groups, such as rations of transcribed RNA, EILV was determined to have a
the bunyaviruses, those that target well-characterized taxa and fundamental restriction of RNA replication in vertebrate cells,
virus groups are capable of detecting known and previously to be most closely related to the western equine encephalitis
unrecognized viruses with sensitivities comparable to or more complex of alphaviruses, and to be a distinct species based not
so than virus isolation, with the benefit of efficiently providing only on its sequence divergence but also on multiple pheno-
additional genetic information for evolutionary analyses. typic characteristics that indicated its uniqueness in the genus
With the benefits of molecular biology so vast and widely Alphavirus (family Togaviridae). Sequence comparisons alone
accessible, many virologists now feel that genetic consensus would not have provided a clear rationale for its species distinc-
sequences and the proteins they encode provide enough infor- tion, emphasizing the benefit of a polythetic and multifaceted
mation to sufficiently classify viruses (Gibbs, 2013). However, approach to virus taxonomy.
the advantages of working with a viable and culturable agent
cannot be overstated, not only because it allows a multifaceted
virus population characterization that provides more useful bio- Arbovirus taxonomy
logical and taxonomic information, but because it also retains The taxonomic approach to arboviruses mirrors that of all other
the ability to derive additional genetic material for experimental viruses; however, a contemporary perspective of arbovirus tax-
manipulation, assay development, banking for future use, and onomy as a unified group requires a re-evaluation of what has
validation of genetic studies, which remain cornerstones of the traditionally been considered an arbovirus. The original defini-
scientific process. In some cases, complete genomic sequences tion of an arbovirus is restricted to a virus transmitted between
12 | Arrigo et al.
vertebrate hosts by haematophagus (blood-feeding) arthro- vertebrate hosts, but cause little or no cytopathological changes
pods, such as mosquitoes, ticks, sandflies, and culicoids. With in their arthropod hosts. However, eastern and western equine
molecular advances and more recent discoveries, the traditional encephalitis viruses and West Nile virus have long been consid-
definition of an arbovirus is no longer sufficiently inclusive or ered arboviruses despite their apparent pathogenicity for their
functional, and has not been so for many years. A number of enzootic vectors (Girard et al., 2005; Weaver et al., 1988, 1992).
examples demonstrate the limitations of the classical definition In addition, some arboviruses have single or multiple genome
and the need for a broader perspective of these viruses, particu- segments, providing the opportunity for reassortment to rap-
larly when considering their taxonomic classifications. idly generate new variants that may have altered host ranges or
Historically, arboviruses have been considered collectively, virulence for either the vertebrate host or the arthropod vector
based on their unique biological characteristics and com- (Briese et al., 2013).
plex natural cycles; however, these commonalities are not The traditional view of arboviruses has met its most chal-
taxonomically defining, such that arboviruses are a grouping lenging issue with the recent discovery of viruses that are
of viruses, not a rational taxon or a series of taxa. Even prior genetically closely related to traditional arboviruses, yet appear
to the widespread use of molecular tools and the emphasis restricted to infection only of arthropods and altogether inca-
on genomic characterization, arboviruses have principally pable of infecting vertebrates. Through the application of PCR
belonged to a limited number of virus families: Togaviridae and new high-throughput sequencing technologies, discovery
(genus Alphavirus), Flaviviridae (genus Flavivirus), Bunyaviri- efforts have revealed the existence of nucleotide sequences
dae (genera Orthobunyavirus, Phlebovirus, and Nairovirus, and of previously unrecognized flavivirus, alphavirus, and other
viruses not assigned to a genus), Reoviridae (genera Coltivirus, virus sequences. As described earlier with the vignette of the
Orbivirus, and Seadornavirus), Rhabdoviridae (genera Vesiculo- ‘mosquito-only’ alphavirus, Eilat virus, these newly recognized
virus, Ephemerovirus, and Tibrovirus, and viruses not assigned to viruses have been shown to be incapable of replication in verte-
a genus), Orthomyxoviridae (genera Thogotovirus and Quaranja- brate cell cultures or in laboratory rodents, but do replicate in
virus) and Asfarviridae. cell cultures of arthropod origin, and can be detected in the saliva
Despite this pattern, taxonomic inclusion in these fami- of arthropods. Furthermore, these viruses may influence vector
lies has not been and is not currently sufficient to define an susceptibility to oral infection by traditional arboviruses (Bol-
arbovirus. In fact, recognition of the membership of arbo- ling et al., 2012). Therefore, despite their genetic and biological
viruses in multiple families substantiates their wide variety relatedness to arboviruses, should these apparently arthropod-
biologically, geographically, and evolutionarily. A number of specific viruses be omitted from lists of arboviruses because, to
well-defined arbovirus species are members of the families our current knowledge, they do not infect vertebrates and are
Flaviviridae (e.g. Yellow fever virus, Dengue virus, and West Nile not associated with haematophagus transmission? This is a dif-
virus) and Togaviridae (e.g. Sindbis virus and Venezuelan equine ficult question to answer both biologically and philosophically,
encephalitis virus), yet many non-arboviral flaviviruses have particularly in light of the numerous aforementioned inconsist-
been associated only with small mammals, such as rodents encies with traditional arbovirus dogma.
and bats, and some alphaviruses only with fish, and not with With the use of molecular tools, the discovery of arthro-
arthropod-borne transmission. At the same time, hantaviruses pod viruses within traditional arbovirus taxa, such as the
(family Bunyaviridae, genus Hantavirus), which are thought flaviviruses and alphaviruses, appears to be accelerating. This
to be restricted to direct mammal-to-mammal transmission, suggests that these viruses will eventually dominate several if
have been placed in the family Bunyaviridae because of their not all of the taxonomic families that include traditional arbo-
molecular similarities to arthropod-associated members of the viruses, as well as virus taxa from other arthropods in the order
family [the orthobunyaviruses (genus Orthobunyavirus; pri- Diptera, or even other members of the phylum Arthropoda.
marily mosquito-transmitted), nairoviruses (genus Nairovirus; It is also possible that the discovery of additional arthropod
primarily tick-transmitted), phleboviruses (genus Phlebovi- viruses, within taxa of traditional arboviruses, will eventually
rus; primarily biting fly transmitted), and the plant-infecting lead to the inference that the ancestors of many traditional
tospoviruses (genus Tospovirus; primarily thrip-transmitted)], arboviruses gained the ability to infect vertebrates during the
even though hantaviruses are not known to be transmitted by course of evolution. Assuming that most arthropod viruses
arthropods. These examples demonstrate that arbovirologists are maintained by vertical transmission (Bolling et al., 2012),
have historically chosen to ignore these dichotomies, princi- this also implies that many traditional arboviruses have lost
pally to avoid splitting arboviruses from taxonomic groups, the ability to be efficiently transmitted vertically, leaving them
rather than to expand or reconsider the dogmatic view of an dependent to varying degrees on vertebrates for horizontal
arbovirus. transmission. However, the historically longer and more exten-
Further emphasizing the limitations of the traditional view sive search for viruses of vertebrates but not of arthropods
of arboviruses are those viruses, e.g. Gamboa virus and vesicu- suggests that there are probably many arthropod virus taxa
lar stomatitis Indiana virus, that replicate in and are transmitted that remain undiscovered and have not yet made this adapta-
by arthropods, and which replicate in vertebrates, but not as an tion to infect vertebrates. It is our view that arthropod-borne,
obligatory part of their natural cycles. These incidental infec- arthropod-specific, and arthropod-associated viruses continue
tions produce a transient low-level or undetectable viraemia in to warrant collective consideration and study based on their
vertebrate hosts, which results in an evolutionarily dead-end complex biological involvement with arthropods. While cur-
infection that does not influence persistence in nature. Arbo- rent researchers have focused on ‘insect-specific viruses’ and
viruses are also generally considered to be cytolytic for their have therefore adopted this terminology, it is not yet proven
The Taxonomy of Arboviruses | 13
Tick-borne flaviviruses
Mosquito-borne flaviviruses
Species Virus Abbreviation
Other related viruses that may be members of the genus Flavivirus but have not been approved as species
Vector Virus Abbreviation
Mammalian tick Karshi virus KSIV
Mosquito Quang Binh virus QBV
Spondweni virus SPOV
No known arthropod vector Tamana bat virus TABV
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