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Clinical Microbiology Reviews, July 1998, p. 450-479, Vol. 11, No. 3
0893-8512/98/$04.00+0
Copyright © 1998, American Society for Microbiology. All rights reserved.

Pathogenesis and Diagnosis of Shiga Toxin-Producing Escherichia coli Infections

James C. Paton* and Adrienne W. Paton

Molecular Microbiology Unit, Women's and Children's Hospital, North Adelaide, S.A. 5006, Australia

SUMMARY
INTRODUCTION
PATHOGENESIS
    Colonization of the Gut
        Acid resistance of STEC.
        Epithelial cell adherence phenotypes.
        Role of the 60-MDa plasmid in STEC adherence.
        Attaching and effacing adherence.
        Other adherence mechanisms.
        Adherence mechanisms of non-O157 STEC.
    Role of STX in Pathogenesis of Disease
        Uptake and translocation of STX by intestinal epithelial cells.
        Interaction of STX with its glycolipid receptor.
        Effects of STX on endothelial cells.
        Influence of STX type on pathogenesis.
    Putative Accessory Virulence Factors
        Enterohemolysin.
        Serine protease (EspP).
        Heat-stable enterotoxin.
DIAGNOSIS
    Testing for STX
        Tissue culture cytotoxicity assays.
        ELISAs for the direct detection of STX.
    Detection of STX Genes
        Hybridization with DNA and oligonucleotide probes.
        PCR.
        PCR for detection of other STEC markers.
    Isolation of STX-Producing Bacteria
        Culture and immunological methods for O157 STEC.
        Culture methods for non-O157 STEC.
        Comprehensive isolation of STEC.
        Immunomagnetic separation for isolation of STEC.
    Serological Diagnosis of STEC Infection
    Strategies for STEC Diagnosis and Surveillance
        Special considerations for testing of foods.
PROSPECTS FOR TREATMENT AND PREVENTION OF STEC INFECTION
    Specific Therapeutic Intervention
        Antibiotics.
        Therapeutic strategies directed against STX.
    Immunization against STEC Disease
        Vaccines based on STX.
        Vaccines to prevent gut colonization by STEC.
CONCLUDING REMARKS
ACKNOWLEDGMENTS
REFERENCES

SUMMARY
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Since their initial recognition 20 years ago, Shiga toxin-producing Escherichia coli (STEC) strains have emerged as an important cause of serious human gastrointestinal disease, which may result in life-threatening complications such as hemolytic-uremic syndrome. Food-borne outbreaks of STEC disease appear to be increasing and, when mass-produced and mass-distributed foods are concerned, can involve large numbers of people. Development of therapeutic and preventative strategies to combat STEC disease requires a thorough understanding of the mechanisms by which STEC organisms colonize the human intestinal tract and cause local and systemic pathological changes. While our knowledge remains incomplete, recent studies have improved our understanding of these processes, particularly the complex interaction between Shiga toxins and host cells, which is central to the pathogenesis of STEC disease. In addition, several putative accessory virulence factors have been identified and partly characterized. The capacity to limit the scale and severity of STEC disease is also dependent upon rapid and sensitive diagnostic procedures for analysis of human samples and suspect vehicles. The increased application of advanced molecular technologies in clinical laboratories has significantly improved our capacity to diagnose STEC infection early in the course of disease and to detect low levels of environmental contamination. This, in turn, has created a potential window of opportunity for future therapeutic intervention.

INTRODUCTION
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The morbidity and mortality associated with several recent large outbreaks of gastrointestinal disease caused by Shiga toxin-producing Escherichia coli (STEC) has highlighted the threat these organisms pose to public health (10, 102, 114, 260). Such outbreaks have the potential to overwhelm acute-care resources, even in countries with advanced health care systems. Much attention has been focused upon this group of pathogens since their discovery, and there have been several excellent reviews covering either the field as a whole (156, 317) or specific aspects such as the toxin (232, 340), its structure and function (89, 139), its interaction with host cell receptors (193), and clinical aspects of disease (334). Our capacity to control STEC disease in humans and to limit the scale of outbreaks is dependent upon prompt diagnosis and identification of the source of infection. In recent years, there have been significant advances in our understanding of the pathogenesis of STEC infection, and these are contributing to the development of improved diagnostic methods, as well as to the development of therapeutic and preventative strategies. It is these aspects of STEC infection that will be the principal focus of this review.

It is now 20 years since Konowalchuk et al. (175) reported the feature which distinguishes STEC from other classes of pathogenic E. coli, namely, the production of a toxin with a profound and irreversible cytopathic effect on Vero (African green monkey kidney) cells. Of the 10 toxic strains in this initial study, 7 had been isolated from infants with diarrhea, suggesting the possibility of a role for this new Verotoxin (VT) in the pathogenesis of gastrointestinal disease. In the early 1980s, verotoxigenic E. coli strains were linked to cases of hemorrhagic colitis (HC) and hemolytic uremic syndrome (HUS) (160, 282). Moreover, verotoxigenic E. coli strains associated with two outbreaks of HC belonged to a previously rare serotype (O157:H7) (61, 282), as did two of eight verotoxigenic isolates from HUS patients reported by Karmali et al. (160). While it is now recognized that STEC strains belonging to a very diverse range of serotypes are capable of causing serious human disease, O157:H7 is a dominant STEC serotype in many parts of the world and historically has been the type most commonly associated with large outbreaks (127, 156, 317).

O'Brien et al. purified and characterized the cytotoxin produced by one of Konowalchuk's isolates (strain H30; serotype O26:H11) and found that it had strikingly similar structure and biological activity to Shiga toxin (Stx) produced by Shigella dysenteriae type 1 (233, 234). Moreover, it could be neutralized by anti-Stx (233, 234), resulting in the new nomenclature of Shiga-like toxin (SLT). SLT and VT nomenclature systems have been used interchangeably in the literature since this time. The situation has been complicated further by the subsequent recognition that there are two major types of SLT/VT (SLT-I and SLT-II or VT1 and VT2), with additional sequence variants within these types, as discussed below. In an attempt to avoid further confusion, Calderwood et al. (54) have proposed a rationalization of nomenclature (reproduced in Table 1), which recognizes that all of these toxins have a high degree of structural and functional homology and so belong to a Shiga toxin family. The rationalized nomenclature system will be used throughout this review; we also use STX as a generic abbreviation for the Shiga toxin family as a whole and STX to denote all stx-related genes.

                              
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TABLE 1.   Nomenclature of members of the Shiga toxin family, as proposed by Calderwood et al. (54)a

Types, Structure, and Mode of Action of STX

Initial recognition of the presence of multiple STX types arose from the observation that anti-Stx could not neutralize the cytotoxicity of some STEC strains (308, 327). Conversely, crude antisera raised against nonneutralizable strains did not neutralize Stx. These antibody neutralization studies demonstrated that some STEC strains produced only the anti-Stx neutralizable toxin (now referred to as Stx1), others produced only the nonneutralizable toxin (now designated Stx2), while yet others produced both (308, 327). Additional studies also demonstrated that STEC isolates from piglets with edema disease produce a variant of Stx2 (designated Stx2e) (207). Although it was neutralized by polyclonal anti-Stx2, this variant could be distinguished from Stx2 on the basis of its lack of cytotoxicity for HeLa cells.

Members of the Stx family are compound toxins (the holotoxin is approximately 70 kDa), comprising a single catalytic 32-kDa A subunit and a multimeric B subunit (7.7-kDa monomers) that is involved in the binding of the toxin to specific glycolipid receptors on the surface of target cells (232). Biochemical cross-linking analysis suggested that the holotoxins of both Stx and Stx1 include five B-subunit monomers (85), and this was confirmed by X-ray crystallographic analysis of purified B subunits (322). Additional crystallographic analysis of the Stx holotoxin demonstrated that the B subunits form a pentameric ring, which encircles a helix at the C terminus of the single A subunit (97). This was consistent with the results of mutational analysis of the C-terminal region of the 293-residue Stx A subunit, which demonstrated that a sequence of nine nonpolar amino acids from residues 279 to 287 was essential for holotoxin assembly (121). These residues form an alpha-helix that penetrates the pore in the centre of the B pentamer; flanking charged residues appear to stabilize this interaction (145).

The eukaryotic cell surface receptor for members of the STX family is globotriaosylceramide (Gb3; Galalpha [1right-arrow4]Galbeta [1right-arrow4]Glc-ceramide) (194, 360). The exception to this is the variant toxin Stx2e, which recognizes globotetraosylceramide (Gb4; GalNAcbeta [1right-arrow3]Galalpha [1right-arrow4]Galbeta [1right-arrow4]Glc-ceramide) preferentially over Gb3 (79, 289). The interaction between the Stx1 B subunit and its receptor has been studied extensively by molecular modelling, site-directed mutagenesis, and crystallographic analysis. Phe30 was shown to play a critical role. Two possible Gb3 binding sites have been identified on either side of this residue; one site is near the cleft between adjacent B monomers, while the other is a shallow indentation on the B subunit surface opposed to the plasma membrane (71, 193, 230, 231). A third putative Gb3 binding site has also recently been identified in the vicinity of Trp34 (23).

Once bound to a target cell membrane, toxin molecules are thought to be internalized by a process of receptor-mediated endocytosis; this has been recently reviewed by Sandvig and van Deurs (294). Briefly, internalization involves the formation of a clathrin-coated pit within the cell membrane, which subsequently pinches off to form a sealed coated vesicle with toxin bound to the intenral surface. Subsequent intracellular trafficking has a major impact on the biological effects of STX. In some cells, the toxin-bound vesicles undergo fusion with cellular lysosomes, resulting in toxin degradation. However, in cells which are particularly sensitive to STX, the endosomal vesicles containing toxin-receptor complexes undergo retrograde transport via the Golgi apparatus to the endoplasmic reticulum before being translocated to the cytosol (291-293). During this process, the A subunit is nicked by a membrane-bound protease furin (107), generating a catalytically active 27-kDa N-terminal A1 fragment and a 4-kDa C-terminal A2 fragment, which remain linked by a disulfide bond. This disulfide bond is subsequently reduced, thereby releasing the active A1 component (294). Saleh et al. (288) have proposed that a signal sequence-like hydrophobic domain at the C terminus of the A1 fragment may function in the translocation process by directing insertion into the endoplasmic reticulum membrane. The released A1 fragment has RNA N-glycosidase activity and cleaves a specific N-glycosidic bond in the 28S rRNA, a property shared by the plant toxin ricin (93, 298, 315). This cleavage presents elongation factor 1-dependent binding of the aminoacyl-tRNA to the 60S ribosomal subunit (93, 131, 240), thereby inhibiting the peptide chain elongation step of protein synthesis and ultimately causing cell death.

Structure and Organization of STX Genes

The nucleotide sequences of the genes encoding Stx from S. dysenteriae, as well as Stx1 and Stx2 from E. coli, were determined in the late 1980s (55, 78, 142, 143, 177, 325). The operons had a common structure consisting of a single transcriptional unit, encoding first the A subunit followed by the B subunit. The stx B-subunit gene has a stronger ribosome binding site than that of the A-subunit gene, resulting in increased translation of B subunits, thereby satisfying the 1:5 A/B-subunit stoichiometry of the holotoxin (119). The predicted amino acid sequences were 315, 315, and 318 amino acids long for the A subunits of Stx, Stx1, and Stx2, respectively, and 89 amino acids for the B subunits of all three toxins. Both A and B subunits had hydrophobic N-terminal signal sequences characteristic of secreted proteins, and the predicted Mr values for the processed A and B subunits were in accordance with previous estimates based on analysis of purified toxins. Interestingly, a 21-bp region of dyad symmetry spanning the -10 region was found upstream of stx and stx1, and this motif is thought to be associated with iron regulation of toxin expression (55, 78, 143, 177). Comparison of the deduced amino acid sequences indicated that Stx and Stx1 were virtually identical (there was a single amino acid difference in the A subunit) whereas Stx2 had only 56% identity to the other toxins for both the A and B subunits (142). Interestingly, a significant degree of amino acid homology was also observed between the A subunits of STX and the plant toxin ricin, which has an identical mode of action (55, 177). The most highly conserved regions were subsequently shown to be part of the active (catalytic) site (128, 379).

In 1988, the sequence of an operon encoding the variant toxin Stx2e, associated with piglet edema disease, was reported (118, 368). The deduced amino acid sequence of the A subunit of Stx2e was 1 amino acid longer than that of Stx2 and exhibited 94% homology to it. The B subunit of Stx2e was 2 amino acids shorter than that of Stx2, and there was only 87% homology. Studies involving the construction of chimeric Stx2/Stx2e operons demonstrated that the variations in the B subunit of Stx2e with respect to Stx2 were responsible for the reduced cytotoxicity of Stx2e for HeLa cells, which lack its preferred receptor, Gb4 (367). Subsequent site-directed mutagenesis and molecular modelling studies have demonstrated that two amino acids in the mature Stx2e B subunit (Gln64 and Lys66) are critical for the distinct glycolipid binding specificity of the toxin (231, 350).

A number of other variant forms of Stx2 and also Stx1 have since been reported for human STEC isolates, illustrating the diversity of the Stx family (106, 138, 189, 214, 242, 250, 256, 258, 259, 305). One particular subgroup of Stx2 variants contains specific B-subunit amino acid differences with respect to classical Stx2 (Asp16right-arrowAsn and Asp24right-arrowAla), which correlate with a lower binding affinity for the receptor Gb3 and reduced in vitro cytotoxicity for Vero cells (191). In view of this functional distinction, these toxins are now considered a separate subgroup and have been designated Stx2c.

Studies in the early 1980s established that Stx1 and Stx2 were encoded on a variety of bacteriophages (236, 309, 316). However, toxin-converting bacteriophages have not been isolated from S. dysenteriae type 1 or from STEC strains associated with piglet edema disease (156). Several of the additional variant STX genes from other human STEC strains also do not appear to be phage encoded, although it is possible that they are carried on defective phage particles (256, 258, 259). One study has identified an IS element adjacent to an stx1 operon in an O111:H- STEC strain (253); there was no duplication of target sequence at the insertion site, which raised the possibility that the segment of DNA containing the toxin gene was part of a transposon. However, the direct involvement of such mobile elements in transmission of STX genes has yet to be demonstrated. Involvement of bacteriophages and transposons may help to explain why many STEC strains readily lose their STX genes after subcultivation in vitro (154).

Clinicopathological Features of STEC Disease

It is now recognized that there is a very broad spectrum of human disease associated with STX-producing organisms. STEC-related disease may involve either sporadic cases or large outbreaks involving a common contaminated food source. Some individuals infected with STEC may be completely asymptomatic, in spite of the presence of large numbers of organisms as well as free toxin in the feces (50, 91). Very little is known of the true incidence of asymptomatic carriage. One study of Canadian dairy farm families (a group with high environmental exposure) detected carriage of STEC in about 6% of individuals (375). However, there has been little or no large-scale surveillance of healthy urban populations. Reported examples of asymptomatic carriage have usually been detected as a consequence of targeted testing of family contacts of persons with clinical STEC disease (284, 357). Many STEC-infected patients initially suffer a watery diarrhea, but in some this progresses within 1 or 2 days to bloody diarrhea and HC (235, 281, 282). Severe abdominal pain is also frequently reported. In a proportion of patients, STEC infection progresses to HUS, a life-threatening sequela characterized by a triad of acute renal failure, microangiopathic hemolytic anemia, and thrombocytopenia (158, 160). Some individuals with HUS experience neurological symptoms including lethargy, severe headache, convulsions, and encephalopathy (340). Although HUS occurs in all age groups, its incidence is higher in infants, young children, and the elderly. Indeed, it is a major cause of acute renal failure in the pediatric population (156, 317). The age distribution of HUS may be a consequence of the immunological naivety of young children and declining immune system function in the elderly (156), although age-related differences in receptor expression may contribute (193). Improved clinical management and pediatric renal dialysis techniques have reduced the mortality associated with HUS from about 50% to less than 10% over the last two to three decades (156). Nevertheless, a significant number of survivors (approximately 30%) suffer a range of permanent disabilities including chronic renal insufficiency, hypertension, and neurological deficits (156, 334). STEC infection can also result in a variant form of HUS, sometimes referred to as thrombotic thrombocytopenic purpura (TTP). This "diarrhea-associated TTP" is more common in adults than in children. The pathological features are essentially the same, but it differs from the typical form of HUS in that patients are more often febrile and have marked neurological involvement (156, 224). However, there is another form of TTP without a diarrheal prodrome, which is not associated with STEC infection.

Whether STEC-associated diarrheal disease progresses to life-threatening complications depends upon an interplay between bacterial and host factors. In an outbreak setting, the age of infected persons will have a significant influence on the proportion of infected persons who develop HUS, as well as the mortality rate. Characteristics of individual STEC strains will also have a major impact, and these are discussed below. Notwithstanding these considerations, studies of large outbreaks caused by O157:H7 STEC indicate that roughly 5 to 10% of individuals with diarrhea progress to HUS (114, 115, 156).

Epidemiology of STEC Disease

Species and serotype distribution of STX producers. It has been recognized for a number of years that STEC strains causing human disease belong to a very broad range of O:H serotypes. Karmali (156) listed 32 O serogroups (approximately 60 distinct O:H types), and the list has grown considerably since then (109, 179, 267). Although not represented in the initial group of STEC isolates described by Konowalchuk (175), serotype O157:H7 was the first STEC type to be linked to outbreaks of HC and HUS (156, 282). In many parts of the world, STEC strains belonging to this serotype (as well as O157:H-) appear to be the most common causes of human disease. However, the relative ease of isolation of this serotype on the basis of its inability to ferment sorbitol may be contributing to an overestimation of its prevalence with respect to other STEC serotypes. Other common STEC serogroups include O26, O91, O103, and O111, and in several studies, non-O157 STEC serotypes such as these have been the predominant cause of human disease (39, 109, 267). There have been several reports of multiple STEC serotypes being isolated from a single patient, and in such circumstances, the contribution of each type to the pathogenesis of disease is difficult to ascertain (39, 260, 344). When one of the isolated types is O157, there is a (perhaps mistaken) tendency to ignore the potential etiological significance of the other(s). Other members of the family Enterobacteriaceae are known to produce STX and to cause serious gastrointestinal disease and HUS in humans. The most notable of these is S. dysenteriae type 1, the causative agent of bacillary dysentery, which is frequently complicated by HUS (232). It is the principal cause of HUS in parts of Africa and Asia (16, 37). Disease due to S. dysenteriae type 1 may be particularly severe, because the organism is capable of invading the colonic mucosa, and this might result in more efficient delivery of Stx to the bloodstream, as well as significant endotoxemia. Stx2-producing Citrobacter freundii also causes diarrhea and HUS in humans, including one outbreak in a German child care centre (304, 348). Haque et al. (124) have described the production of an Stx1-related cytotoxin by strains of Aeromonas hydrophila and A. caviae, as judged by stx1-specific PCR and neutralization of Vero cytotoxicity with Stx1 antiserum. Enterobacter cloacae has also been associated with transient expression of an stx2-related gene, although its role in disease is unproven (254, 263).

Sources of STEC. Cattle have long been regarded as the principal reservoir of STEC strains, including those belonging to serotype O157:H7. However, epidemiological surveys have revealed that STEC strains are also prevalent in the gastrointestinal tracts of other domestic animals, including sheep, pigs, goats, dogs, and cats (31, 58, 156, 180, 377). Estimation of the incidence of carriage of STEC is complicated by the fact that fecal shedding may be transient and is almost certainly influenced by a range of factors including diet, stress, population density, geographical region, and season (72, 180). Serological studies have suggested that the vast majority of cattle have been exposed to STEC at some point during their lives (72, 269). STEC isolates from animal sources include the important human disease-causing serotypes, as well as a number of O:H types that have yet to be associated with human infections (31, 72, 156).

While many domestic animals carrying STEC are asymptomatic, certain STEC strains are capable of causing diarrhea in cattle, particularly calves (117, 317). STEC strains have also been detected in cats and dogs with diarrhea (1, 123). Natural and experimental infection of calves with a O111 STEC strain results in colitis with attachment and effacement of the colonic mucosa (306). Other studies involving experimental infection with O157:H7 STEC showed that both adult cattle and calves could be transiently colonized but only neonatal calves developed significant intestinal lesions (76, 77).

Piglet edema disease, on the other hand, is a serious, frequently fatal STEC-related illness. It is characterized by neurological symptoms including ataxia, convulsions, and paralysis; edema is typically present in the eyelids, brain, stomach, intestine, and mesentery of the colon. This disease is associated with particular STEC serotypes (most commonly O138:K81, O139:K82, and O141:K85) (133, 223, 228); these types are not associated with human disease and produce Stx2e. The B subunit of this toxin has a different glycolipid receptor specificity from that of other members of the STX family; it alters the tissue tropism of the toxin, accounting for the distinctive clinical presentation of edema disease, as discussed below.

STEC can potentially enter the human food chain from a number of animal sources, most commonly by contamination of meat with feces or intestinal contents after slaughter. In a Canadian survey of local and imported ground beef, 4 to 16% of samples (depending on the source) were culture positive for STEC. However, 15 to 40% of cultures were cytotoxic for Vero cells, and this may be a more accurate reflection of the proportion which were actually contaminated (72). A Belgian survey, which included more exotic meats, found STEC in samples of beef, lamb, deer, wild boar, ostrich, partridge, antelope, and reindeer (268). One of the more common sources of human STEC infection is hamburger patties made from ground beef, and a number of outbreaks of O157:H7 infection have been linked to this source (156). Ground beef may pose a particular risk for two reasons. First, the prevalence of highly pathogenic STEC strains such as O157:H7 may be higher in cattle than in other animal species. Second, STEC contaminating the surface of meat becomes evenly distributed during the mincing process, and unless hamburger patties are thoroughly cooked, STEC organisms in the center may not be exposed to lethal temperatures. There is a potential for massive outbreaks when hamburgers are sold by fast-food restaurant chains using a common source of ground-beef patties and standardized (suboptimal) cooking procedures. Such an outbreak occurred in the western United States in late 1993 (114); over 700 people became ill, and there were over 50 cases of HUS with four fatalities. Other proven food sources of STEC infection include raw or inadequately pasteurized dairy products, fermented or dried meat products such as salami and jerky, and fruit and vegetable products which presumably had come into contact with domestic animal manure at some stage during cultivation or handling (9, 62, 63, 108, 166, 213, 221, 260, 348). The largest outbreak of STEC disease yet reported occurred in Sakai, Japan, in 1996 and involved over 6,000 cases of HC and over 100 cases of HUS (102); the most likely source appears to have been radish sprouts in mass-prepared school lunches.

Person-to-person transmission of STEC is well documented during outbreaks and may also account for a significant proportion of sporadic cases (115, 277). In a study of patients with O157 infection, the median duration of fecal shedding of STEC was 2 to 3 weeks, but 13% of patients shed O157 for more than 1 month (the maximum was 124 days) and were clinically asymptomatic during the latter stages (155). Thus, there is ample scope for secondary transmission, which may involve direct hand-to-hand contact (e.g., among children in day care centres) or could be indirect, e.g., via contaminated water used for swimming (8, 165). The sources of sporadic cases of STEC infection are often difficult to pinpoint, because of the lack of epidemiological correlation, but there is no reason to propose that the source of these infections differs from those listed above.

PATHOGENESIS
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Production of a potent STX is essential for many of the pathological features as well as the life-threatening sequelae of STEC infection. However, pathogenesis is a multistep process, involving a complex interaction between a range of bacterial and host factors. Orally ingested STEC (often in very low initial doses) must initially survive the harsh environment of the stomach and then compete with other gut microorganisms to establish intestinal colonization. STEC organisms remain in the gut, and so STX produced in the lumen must be first absorbed by the intestinal epithelium and then translocated to the bloodstream. This permits delivery to the specific toxin receptors on target cell surfaces inducing both local and systemic effects. An overview of the steps involved in this process is provided below.

Colonization of the Gut

STEC strains are a diverse group in terms of their capacity to cause serious disease in humans, and their ability to adhere to intestinal epithelial cells and to colonize the human gut is undoubtedly one of the key determinants of virulence. Estimates of the infectious dose for some STEC strains (O111:H- and O157:H7) are of the order of 1 to 100 CFU (114, 260); these estimates are many orders of magnitude lower than that for enterotoxigenic E. coli (ETEC) or enteropathogenic E. coli (EPEC) strains. At present, the processes involved in establishment and maintenance of gut colonization by STEC are poorly understood. However, an increased knowledge of the mechanisms at the cellular and the molecular level and identification of the bacterial products involved may provide targets for vaccination strategies, or opportunities for therapeutic intervention.

Acid resistance of STEC. An important feature of STEC strains that may impact upon their capacity to colonize the human gut, particularly at low infectious doses, is resistance to the acidity of the stomach. It is now known that exposure of certain enteric bacteria, including E. coli, to low pH induces an acid tolerance response (110), and this has been shown to increase the survival of O157:H7 STEC in mildly acidic foods (187). A distinct phenotype referred to as acid resistance has also been described and is mediated by rpoS, which encodes a stationary-phase sigma factor. This factor regulates genes enabling stationary-phase E. coli organisms to survive for extended periods below pH 2.5 (111). Interestingly, Waterman and Small (365) have recently reported heterogeneity in acid resistance phenotype among STEC strains which correlated with mutations in rpoS. Such differences may contribute to apparent differences in infectivity of STEC strains.

Epithelial cell adherence phenotypes. Having survived the harsh conditions of the stomach, STEC must establish colonization of the gut by adhering to intestinal epithelial cells. It is generally assumed that the colon and perhaps also the distal small intestine are the principal sites of STEC colonization in humans, although this has not been demonstrated directly. In vitro adherence of STEC has been examined by using several different epithelial cell lines under a range of experimental conditions, and several adherence phenotypes have been described. However, interpretation of the significance of these studies is complicated by the fact that adherence to nonpolarized epithelial cells in tissue culture (even those of human colonic origin) may not be an accurate reflection of molecular interactions that occur between STEC and human colonic epithelium in vivo. Even within STEC strains belonging to serotype O157:H7, there is heterogeneity in adherence, and this may reflect differences in mechanisms. Indeed, Sherman et al. (313) reported marked quantitative differences (up to 250-fold) in the adherence of five O157:H7 strains to both HEp-2 (human laryngeal epithelioma) and Henle 407 (human colonic carcinoma) cell lines. Some strains adhered in a diffuse fashion, with bacteria distributed evenly over the surface of the epithelial cells (diffuse adherence [DA]). Other strains formed tight clusters or microcolonies at a limited number of sites on the epithelial surface (localized adherence [LA]). Moreover, a given strain did not necessarily exhibit the same pattern of adherence on both cell lines (313). A LA phenotype is also exhibited by EPEC and is mediated by type IV fimbriae (bundle-forming pili), which are encoded by a cluster of 14 bfp genes carried by the EAF plasmid (319, 324). However, STEC strains do not carry this plasmid and lack bfp genes (32, 371, 373). McKee and O'Brien (210) also described a distinct pattern of adherence of O157:H7 STEC to HCT-8 (human ileocecal) cells, which they termed "log jam." Since adherence occurred principally at junctions between the cells, it is possible that this is a consequence of interaction with the basolateral surface. Moreover, the log jam phenotype was also observed in some commensal E. coli strains. The best-characterized STEC adherence phenotype, however, is intimate or attaching and effacing (A/E) adherence. This property is exhibited by a subgroup of STEC strains and is discussed in more detail below.

STEC strains have also been examined for their capacity to invade epithelial cells. STEC strains differ from certain other enteric pathogens (e.g., salmonellae, shigellae, and EPEC) in that they are unable to efficiently invade HEp-2 and Henle 407 cells (239, 313). However, O157:H7 STEC strains were taken up by T24 bladder cells and HCT-8 cells, although individual STEC strains varied in their invasive capacity. The invasion process was dependent upon both bacterial protein synthesis and host cell microfilaments (239). However, McKee and O'Brien (210) reported that the level of uptake of O157:H7 STEC by HCT-8 cells was significantly lower than that of EPEC or Shigella flexneri strains and no greater than that of a commensal E. coli strain. Thus, the clinical relevance of this property is questionable.

Role of the 60-MDa plasmid in STEC adherence. The involvement of the 60-MDa STEC plasmid, referred to as pO157, in the adherence of O157:H7 STEC was initially suggested by Karch et al. (150). These investigators found that the presence of the plasmid correlated with expression of fimbriae and adherence to Henle 407 but not HEp-2 cells. However, subsequent studies have produced conflicting results (98, 148, 347), and there is no consistent in vitro evidence for a role for pO157 in STEC adherence. The discordant findings may be attributable to differences in growth or assay conditions, as well as to differences between O157:H7 strains, and possibly also to the fact that the large plasmid itself appears to be heterogeneous, even within serotype O157:H7 (21, 86). The potential contribution of pO157 to pathogenesis has also been examined in animal models. Tzipori et al. (353) found that the presence or absence of the plasmid had no effect on the capacity of STEC strains to colonize the colon or to cause A/E lesions in gnotobiotic piglets. On the other hand, Wadolkowski et al. (361) demonstrated that both O157:H7 strain 933 and its plasmid-cured derivative 933cu could individually colonize the gut of streptomycin-treated mice but that 933cu could not establish colonization when used together with 933. Although the same strains were used in the above piglet experiments, competitive colonization studies were not performed. Therefore, it is not possible to determine whether the apparent contribution of pO157 is influenced by host species. Moreover, the degree to which either of these animal models reflects colonization mechanisms in humans is uncertain. Clearly, more research is needed to determine whether pO157 or related plasmids play a role in adherence of STEC to colonic epithelium.

Attaching and effacing adherence. It has been known for more than a decade that certain strains of STEC are capable of causing A/E lesions on enterocytes (96, 312). A/E lesions involve ultrastructural changes, including loss of enterocyte microvilli and intimate attachment of the bacterium to the cell surface. Beneath the adherent bacteria, there is accumulation of cytoskeletal components, resulting in the formation of pedestals; this is recognizable by electron microscopy and by fluorescence microscopy after staining with phalloidin-fluorescein isothiocyanate (172). The capacity to produce A/E lesions was initially recognized in EPEC strains, and recent studies have elucidated the molecular events involved in their generation, as reviewed by Donnenberg et al. (81). All of the genes necessary for generation of A/E lesions in EPEC are located on a 35.5-kb "pathogenicity island" termed the locus for enterocyte effacement (LEE), which is inserted at 82 min in the E. coli chromosome. Binding of EPEC to epithelial cells (initially via the bundle-forming pili) triggers intracellular signals including release of inositol triphosphate, phosphorylation of myosin light chains, and tyrosine phosphorylation of certain proteins in the epithelial cell membrane (81). In contrast to earlier reports, generation of A/E lesions does not require changes in intracellular Ca2+ levels (17). LEE includes a cluster of genes (sepA to sepI) which encode a type III secretion system. This machinery is responsible for secretion of other LEE-encoded proteins, including EspA, EspB, and EspD, which are necessary for initiation of the signal transduction events referred to above. LEE also includes the eaeA gene, which encodes intimin, a 939-amino-acid outer membrane protein (OMP) which mediates intimate attachment to the enterocyte (81, 181). Interestingly, Kenny et al. (168) have recently reported that the receptor for intimin is also encoded by LEE. This protein was previously referred to as Hp90 but has now been renamed Tir (translocated intimin receptor). Tir is secreted from EPEC as a 78-kDa species, and efficient delivery into the host cell is dependent upon the type III secretion system and other LEE-encoded secreted proteins. Tyrosine phosphorylation of Tir after insertion into the epithelial cell membrane increases its apparent size to 90 kDa, a phenomenon which can be reversed by alkaline phosphatase treatment. However, tyrosine phosphorylation is not essential for intimin binding, at least in vitro (168).

The mechanism whereby STEC strains generate A/E lesions is less well characterized but is essentially analogous to that for EPEC. STEC strains displaying the A/E phenotype have a LEE homolog (208), which, although not yet fully characterized, contains a copy of eaeA, whose 934-amino-acid product has 83% amino acid identity to EPEC intimin (27, 380). The STEC LEE also encodes a Tir homolog (93a), as well as a type III secretion system. Jarvis and Kaper (144) demonstrated that the latter was responsible for the secretion of proteins with masses of 100 to 110, 37, and 24 kDa, which reacted with sera from HUS patients. N-terminal amino acid sequencing identified the 37-kDa protein as an EspB homolog. Ebel et al. (90) demonstrated that secretion of a range of proteins by STEC was influenced by both growth temperature and culture medium, and N-terminal sequence analysis also identified homologs of EspA and EspB. Production of EspB was induced at 37°C and in serum-free tissue culture medium. Interestingly, sequence analysis indicated that EspB homologs from O157:H7 and O26:H- STEC strains had only 80% amino acid homology.

However, there are some differences between EPEC and STEC, as well as gaps in our knowledge. For example, STEC strains do not usually exhibit the LA pattern of adherence to enterocytes to the same degree as EPEC strains. They lack the bfp genes found in EPEC, and the factors which mediate initial interaction with enterocytes are not yet fully characterized, as discussed below. Like EPEC, interaction of STEC with the host cell triggers increases in intracellular levels of inositol triphosphate but does not appear to result in tyrosine phosphorylation of Tir (137).

Studies with eaeA-negative O157:H7 STEC mutants have shown that, like EPEC intimin, STEC intimin is essential for the generation of cytoskeletal rearrangements in HEp-2 cells in vitro (82, 196). Donnenberg et al. (82) demonstrated that such mutants had also lost the capacity to adhere intimately to the colonic epithelium of piglets. These properties were reconstituted by transformation with a plasmid carrying either STEC or EPEC eaeA, indicating that the two genes were functionally homologous. Interestingly, however, further studies with the same constructs in a gnotobiotic piglet model demonstrated that the source of eaeA significantly influenced the nature and distribution of the A/E lesions in the piglet intestine (352). The eaeA mutant STEC strain reconstituted with EPEC eaeA colonized and caused A/E lesions in the distal half of the small intestine, as well as on the surface cells of the large intestine, a pattern typical of EPEC infection (351). This strain also caused more severe diarrhea than the wild-type STEC, which colonized the cecum and colon only but caused A/E lesions on both crypt and surface epithelial cells. The STEC eaeA gene was only partially capable of reconstituting these properties in the eaeA mutant STEC strain, a possible consequence of polar effects of the mutation. It seems likely that the marked differences in tissue tropism displayed by these otherwise isogenic strains, as well as the difference in severity of symptoms induced is a consequence of heterogeneity of the primary amino acid sequences of intimin from EPEC and STEC. The two molecules are virtually identical for the first ca. 700 amino acids, but the C-terminal portion (about 25% of the total length) is quite divergent, displaying only about 50% homology; this region is involved in binding to the epithelial cell (96a).

Similar studies have also been conducted by McKee et al. (209), using a derivative of the same O157:H7 STEC with an in-frame eaeA deletion, which eliminates possible complications due to polar effects of the mutation. Complementation of this eaeA mutant STEC with plasmids encoding an intact copy of eaeA demonstrated unequivocally that eaeA is essential for the LA adherence phenotype in HEp-2 cells. This gene was also essential for colonization of the piglet cecum and colon, generation of A/E lesions on enterocytes, and mediation of colitis, as judged by histological testing. However, the fact that the same plasmids could not complement the in vitro HEp-2 adherence phenotype in the eaeA insertion-deletion STEC mutant or confer adherence upon a wild-type eaeA-negative STEC strain indicated that an additional gene(s) downstream from eaeA was essential (209). This region of the STEC LEE is now known to include esp homologs. In a subsequent study, McKee and O'Brien (211) reconstituted HEp-2 adherence by exogenous addition of either of two purified His6-EaeA fusion proteins. Both proteins were N-terminally truncated, and the smaller comprised only the carboxyl two-thirds of the protein. Interestingly, the fusion proteins also enhanced the adherence of an eaeA-negative wild-type STEC to HEp-2 cells but without conferring the capacity to generate cytoskeletal rearrangements. No enhancement of adherence of E. coli K-12 was observed.

There is no doubt that there is a strong association between carriage of eaeA and the capacity of STEC strains to cause severe human disease such as HC and HUS. Several studies have shown that the proportion of eaeA+ strains from such sources is much higher than among STEC isolates from animals. Moreover, the presence of eaeA in animal isolates is most commonly associated with known human-virulent strains such as those belonging to serogroups O157, O26, O111, etc. (21, 31, 32, 195, 290, 372). An additional potential complication in the elucidation of the role of intimin in the pathogenesis of human disease is introduced by the significant sequence heterogeneity of the C-terminal portion of the protein. Heterogeneity between STEC and EPEC intimin accounts for marked differences in tissue tropism, as discussed above, but heterogeneity also occurs within STEC strains. For example, there was approximately 25% amino acid sequence divergence over the last 250 residues of intimin from O157:H7 and O111:H8 STEC strains, and additional sequence variation between eaeA genes from O111:H8 and O111:H11 STEC strains was detected by PCR (195). In another study, Wieler et al. (371) found that eaeA probe-positive STEC strains from only 8 of 17 O serogroups tested were PCR positive with primers based on the 3' portion of O157:H7 eaeA. Such differences have been used as the basis for serotype-specific assays for STEC, as discussed below, but it is not known whether the variations affect the biological activity or receptor specificity of intimin.

Notwithstanding the above, a significant minority of human STEC isolates, including those from patients with HC and HUS, do not contain eaeA, indicating that intimin is not essential for human virulence (21, 195). These strains do not produce cytoskeletal rearrangements and A/E lesions in vitro, although at least some are capable of microvillus effacement (89). The possibility remains that these strains produce additional, as yet uncharacterized virulence factors to compensate for the absence of eaeA. Interestingly, Wieler et al. (371) found that only 65% of eaeA probe-positive bovine STEC isolates were positive by fluorescent actin staining of infected HEp-2 cells and, furthermore, that only 19% were positive for espB by PCR or even by low-stringency hybridization. Thus, the presence of eaeA does not necessarily imply that a given STEC strain is capable of production of functional intimin and generation of A/E lesions.

Other adherence mechanisms. Factors implicated in the adherence of other enteric pathogens include fimbriae, OMPs, and lipopolysaccharide (LPS). Studies by Sherman and Soni (311) showed that antibodies to whole cells or outer membranes, but not to H7 flagella, significantly inhibited the adherence of O157:H7 STEC to HEp-2 cells. Moreover, exogenous addition of OMP extracts inhibited adhesion in a concentration-dependent manner but addition of isolated flagella and LPS did not. Subsequent studies demonstrated that polyclonal antiserum raised against a purified 94-kDa OMP also blocked adhesion (310). This protein was subsequently shown to be distinct from intimin (88). Recently, an 8-kDa O157:H7 OMP has also been implicated in adherence. A TnphoA insertion mutant deficient in production of this protein had a significantly reduced adherence to Henle 407 cells in vitro and was less able to colonize chicken ceca than was the wild-type O157:H7 STEC. Furthermore, preincubation with a monoclonal antibody specific for the 8-kDa OMP blocked subsequent in vitro adherence of the bacteria (382). In another recent study, Tarr et al. (335) described the isolation of a chromosomal E. coli O157:H7 gene, designated iha, which appears to encode the capacity to adhere to HeLa cells. The gene was found in all 20 O157:H7 STEC strains tested and in 4 of 5 eaeA+ non-O157:H7 human STEC isolates but was not found in 10 eaeA-negative meat isolates. Interestingly, however, iha was not part of the LEE, and the 696-amino-acid product of this gene is a surface protein with approximately 40% homology to IrgA, an iron-regulated protein of Vibrio cholerae. It is not yet known whether iha encodes the capacity of STEC to adhere to epithelial cells of intestinal origin. Maneval et al. (204) have also recently reported the isolation of 21-kDa fimbrial subunits from O157:H7 and O26:H11 STEC strains. N-terminal sequence analysis indicated a degree of homology to Bordetella pertussis and E. coli F17 fimbriae. However, there was evidence of antigenic variation between fimbriae from the two STEC strains, and their role in adherence remains to be determined.

Two further studies have directly examined the role of LPS O-antigen side chains in adherence of O157:H7 STEC strains. In both studies, TnphoA mutagenesis was used to construct STEC strains deficient in O-antigen biosynthesis, and these were found to be hyperadherent to HEp-2 cells in vitro (41, 74). The enhancement of adherence might be due to increased exposure of one or another of the above-mentioned OMPs on the bacterial surface, although it is possibly an artifact of the gross disturbance of cell surface hydrophilicity due to loss of O antigen.

Adherence mechanisms of non-O157 STEC. The mechanism of adherence of the class of STEC responsible for piglet edema disease to intestinal cells has been studied extensively (133). These strains do not generate A/E lesions, and adhesion to isolated porcine intestinal villi is mediated by a specific fimbrial adhesin referred to as F107. The gene cluster encoding F107 biosynthesis has been cloned, and the structural gene encoding the 15-kDa fimbrial subunit (designated fedA) has been sequenced (134). fedA has been found in the majority of edema disease STEC isolates but is also present in a small number of ETEC strains associated with postweaning diarrhea in piglets (132).

There are comparatively few studies in the literature, however, which have examined the adherence of non-O157 STEC strains from humans. Willshaw et al. (373) found that 13 of 48 non-O157/O26 human isolates exhibited a LA phenotype on HEp-2 cells; all of these were eaeA+ but a further 5 eaeA+ STEC strains were LA negative. Nishikawa et al. (229) examined the effect of growth conditions on adherence of O157 and O111 STEC to HEp-2, Henle 407, and CaCo-2 (human colonic carcinoma) cells and concluded that although adherence was mannose resistant, prior growth in metabolizable sugars resulted in catabolite repression of adherence. Dytoc et al. (89) have studied the adhesion phenotype of an eaeA-negative STEC strain belonging to serotype O113:H21. This piliated strain adhered to rabbit ileal brush border membranes and to both Hep-2 and Henle 407 cells in a diffuse pattern; adherence was resistant to D-mannose. Although this strain was capable of microvillus effacement in vivo, it did not cause the cytoskeletal rearrangements and intimate A/E lesions typical of eaeA+ STEC. In a recent study (261), the adherence of a range of STEC isolates from patients linked to an outbreak of HUS and diarrhea (caused by contaminated fermented sausage) was compared with that of apparently nonvirulent STEC strains also isolated from the implicated food source in a quantitative Henle 407 model. The adherence of STEC strains from HUS patients was significantly greater than that of STEC strains found in the contaminated food source but not in any patients. Other STEC strains from sporadic HUS cases, which included an eaeA-negative O48:H21 strain, also displayed enhanced adherence. These studies support the hypothesis that an enhanced capacity to adhere to intestinal cells is one of the factors which distinguishes human-virulent STEC strains from those of lesser clinical significance.

Role of STX in Pathogenesis of Disease

Uptake and translocation of STX by intestinal epithelial cells. Studies with rabbits have shown that STX has direct enterotoxic properties which result from selective targeting of Gb3-containing absorptive villus epithelial cells in the ileum. Interestingly, this susceptibility of rabbit intestinal cells is age related and correlates with upregulation of net Gb3 biosynthesis in the third week of life (218, 219). It is possible that the diarrhea seen in human STEC infections is due at least in part to direct exposure of enterocytes to STX in the gut lumen. However, the presence of Gb3 in human enterocytes has yet to be demonstrated. Other studies suggest that many of the gastrointestinal pathological findings may be caused by systemic toxin. Intravenous injection of Stx1 into rabbits caused diarrhea with edematous and hemorrhagic lesions in the mucosa and submucosa of the cecum (280). Tashiro et al. (336) also demonstrated that local intra-arterial injection of Stx1 or Stx2 caused hemorrhagic lesions in the rat small intestine. In both studies, microvascular endothelium appeared to be the principal cytotoxic target. Since STEC strains appear to be unable to invade gut epithelial cells to any significant extent, the generation of systemic sequelae must presumably involve translocation of STX produced by colonizing bacteria from the gut lumen to underlying tissues and the bloodstream. One possible route might be through lesions in the mucosal barrier caused either by the direct effects of STX or other factors such as intimin or perhaps through gaps between adjacent epithelial cells. An alternative route from gut lumen to tissues might be through intact epithelial cells. This possibility has been examined by using polarized human colonic carcinoma cells (CaCo-2A and T84) grown on collagen-coated polycarbonate membranes (4). When grown for extended periods, these cells form tight junctions and the monolayers exhibit high transepithelial electrical resistance. For both cell lines, a significant proportion of active Stx1 added to the culture medium on the apical side was translocated to the medium on the basolateral side over 24 h; during this time, there was no toxin-induced damage to the epithelial barrier as judged by electrical resistance. This process appeared to be energy dependent, since it was blocked by low temperature or an uncoupler of oxidative phosphorylation. The total amount of Stx1 that could be translocated appeared to be saturable, suggesting the involvement of a cellular receptor, but this is unlikely to be the specific STX receptor Gb3, since T84 cells lack this glycolipid. Moreover, induction of Gb3 synthesis in CaCo-2A cells by treatment with sodium butyrate actually reduced toxin translocation. Thus, at least Stx is capable of translocation across intestinal epithelial cells without apparent cellular disruption via a transcellular pathway (4).

Interaction of STX with its glycolipid receptor. Once having crossed the epithelial barrier and presumably entered the bloodstream, STX targets tissues expressing the appropriate glycolipid receptor. The specificity of this interaction and the distribution of receptors among various cell types has a major impact on the pathogenesis of disease, both in humans and in various animal models, as recently reviewed by Lingwood (193). High levels of Gb3 are found in the human kidney, particularly in the cortical region, the principal site of renal lesions in patients with HUS (47). However, overall levels were higher in adult kidneys than in infant kidneys, which contrasts with the age susceptibility to the disease. A subsequent study involving overlaying human renal sections with fluorescence-tagged Stx1 indicated that in tissue from adults, the toxin bound principally to distal convoluted tubules, particularly those closely apposed to a glomerulus, whereas in infants, overall Stx1 staining was less intense, in parallel with Gb3 content. However, toxin bound to glomeruli as well as to distal tubules, which is consistent with the increased susceptibility to HUS in this age group (192). Tesh et al. (342) found similar levels of Gb3 in the cortex and medulla of human, baboon, and mouse kidneys, as well as comparable binding of Stx1; both receptor and bound toxin were associated primarily with tubular epithelial cells. Although the pathological findings of HUS in humans are strongly indicative of significant endothelial cell (EC) disturbance (discussed below), there is also evidence for the involvement of other renal cell types in pathogenesis of disease. For example, Takeda et al. (332) reported that HUS patients have elevated levels of markers of tubular injury during the early stages of disease. Tubular necrosis is also seen in a proportion of patients with HUS (120, 279), and a significant number of patients with HUS present with acute anuric renal failure consistent with tubular necrosis but without obvious signs of coagulopathy. In rabbits, intravenous administration of Stx1 results in vascular damage (thrombotic microangiopathy), particularly in the cecum, colon, and central nervous system (280, 383). EC in these tissues were also the principal sites of uptake of 125I-labelled Stx1. However, rabbit renal tissue was unaffected and did not bind toxin (280), which is consistent with its lack of Gb3 (383).

The most dramatic demonstration of the contribution of STX receptor specificity to the disease process involved site-directed mutagenesis of the gene encoding the Stx2e B subunit, such that Gln64 and Lys66 were changed to Glu and Gln, respectively (the analogous residues in Stx2). These amino acid substitutions altered the predominant in vitro binding specificity of the mutant toxin from Gb4 to Gb3, that is, to the same receptor binding phenotype as Stx2. They also changed the relative cytotoxicity of the mutant Stx2e for various cell lines, in accordance with their Gb3 and Gb4 content (350). When the mutant Stx2e was injected intravenously into pigs, the distribution of toxin to the various organs was different from that obtained with wild-type Stx2e; the former was targeted to tissues containing Gb3, while the latter bound extensively to erythrocytes (RBCs) (which contain Gb4) and delivery to specific tissues was influenced by regional blood flow in addition to Gb4 content. Differences in the clinical characteristics of toxin-induced disease were also observed, but there was no obvious effect on the nature of the histological lesions (49).

Notwithstanding the above, the susceptibility of a given cell type to STX is not determined solely by its total Gb3 content, and recent studies indicate that the lipid moiety of Gb3 has a significant influence on the interaction of the oligosaccharide head group with toxin (170, 193, 265). Stx1 exhibits optimum binding to Gb3 with a fatty acyl chain length of 20 to 22 carbons, while for Stx2c the optimum chain length is 18. For both toxins, receptor binding is increased when the fatty acid is unsaturated. As discussed previously, three distinct sites on the Stx1 B subunit have now been postulated to interact with Gb3 (23, 71, 193, 230, 231). Thus, if the lipid moiety of Gb3 influences the conformation of the oligosaccharide component, this could in turn alter the binding affinity for one site on the B subunit relative to the others. Moreover, variations in the B subunit among members of the STX family may result in a preference for one receptor binding site over another, which would then result in differential specificity for Gb3 receptor subsets on the basis of the lipid moiety (193). This may result in different specific activities for STX toxins against given cell types, as well as in vivo variations in tissue specificity, affecting the pathological findings and the 50% lethal dose (LD50), as discussed below.

Effects of the lipid moiety on toxin-receptor interactions may also explain why some Gb3-containing cell lines are refractory to STX cytotoxicity. As discussed above, receptor-bound STX is internalized and undergoes retrograde transport via the Golgi apparatus and endoplasmic reticulum and is ultimately released into the cytosol in sensitive cells. However, the intracellular trafficking is different and Stx-receptor complexes are internalized and confined in lysosomes in the insensitive cells (294). Interestingly, treatment of such cell lines with sodium butyrate induces retrograde transport and sensitivity to toxin and also results in changes in the fatty acyl component of Gb3 (293). Thus, the lipid moiety of Gb3 may influence susceptibility of cell types to STX (193).

It has also been suggested that interaction of STX with glycolipid receptors on the surface of RBCs may play a role in the pathophysiology of HUS. The human P blood group antigens are glycolipids and include Pk (which is Gb3), P (which is Gb4), and P1 (a neolactoceramide which also has a terminal Galalpha 1-4Gal moiety); the relative exposure of these antigens on the RBC surface varies with the blood group. On the basis of their observed association between particular P phenotypes and the outcome of HUS, Taylor et al. (338) hypothesized that STX binding by RBCs might remove toxin from the circulation, thereby protecting sensitive Gb3-containing tissue types. Bitzan et al. (44) have demonstrated by immunofluorescence that purified Stx1, Stx2, Stx2c, and Stx2e all bind in vitro to RBCs, with the affinity varying in accordance with the P phenotype and toxin type. Enhanced binding of Stx1, Stx2, and Stx2c to RBCs of the P1 relative to the P2 phenotype was attributed to increased surface exposure of Gb3, as well as direct binding of toxin to the P1 antigen. However, direct binding of STX to RBCs has yet to be demonstrated in cases of human STEC disease, and a more recent study by Orr et al. (243) did not report a HUS-protective association with the P1 phenotype. The significance of toxin-RBC interactions is likely to be dependent upon the relative affinity for receptors on RBCs and those on target tissues; low-affinity receptors on RBCs might mediate the transport of STX to tissues (e.g., the kidney) with high-affinity receptors. The importance of the lipid moiety of receptor glycolipids is also suggested by the report that RBCs of patients with HUS have a lower nonhydroxylated fatty acyl Gb3 content than do those from healthy controls or patients with STEC diarrhea without HUS (226). However, it is not known whether this apparent association with HUS susceptibility is a direct consequence of altered affinity of STX for either RBC or other target tissues.

Effects of STX on endothelial cells. It is now generally agreed that the major portion of the histopathological lesions associated with both HC and HUS is a consequence of the interaction of STX with endothelial cells. The typical features of HUS include swollen and detached glomerular EC, and deposition of fibrin and platelets in the renal microvasculature (particularly in the glomerulus) (279). Capillary occlusion results in reduced blood flow to the kidneys and hence to renal insufficiency and may also cause physical damage to RBCs. Thrombotic lesions are also observed systemically, particularly in the microvasculature of the bowel, brain, and pancreas. Analogous histopathological lesions in the brain and gastrointestinal tract are seen in animal models of STX-induced disease (280, 336), although there is evidence that in both mice and rabbits, neurological damage by Stx2-related toxins involves direct neuronal injury in addition to microangiopathy (100, 101, 217). Although the precise molecular mechanisms whereby microangiopathic lesions are generated are not fully elucidated, STX may prevent the production of molecules critical for maintenance of the procoagulant-anticoagulant balance of the endothelium and/or an imbalance between vasodilators and vasoconstrictors produced by these cells (149).

Initial in vitro studies were performed with cultured EC derived from large vessels (umbilical or saphenous veins). These cells were shown to be susceptible to Stx/Stx1 and Stx2, as judged by inhibition of protein synthesis, detachment of the cells from the substratum, and loss of viability (237, 343). These EC were much less sensitive to Stx than were Vero cells, which was attributed to their relatively low levels of Gb3 (343). However, the susceptibility of large-vessel EC to Stx was significantly increased if tumor necrosis factor alpha (TNF-alpha ) was coadministered or if EC were preincubated with the cytokine (198, 343). Subsequent studies demonstrated similar enhancement of Stx cytotoxicity by preincubation of EC with LPS or interleukin-1beta (IL-1beta ) (163, 199, 356). All three factors increase the binding of Stx1 to EC, and for TNF-alpha and IL-1beta , this was shown to be a consequence of upregulation of Gb3 on the cell surface (163, 356). Subsequent studies demonstrated that TNF-alpha induces the expression of a galactosyltransferase involved in the biosynthesis of Gb3 (355). However, there appear to be differences in the intracellular signalling pathways involved in sensitization, since Louise et al. (201) have recently shown that the effects of LPS and TNF-alpha on EC are mediated by protein kinase C of class I/II and III, respectively, whereas the sensitization due to IL-1beta is protein kinase C independent. Interestingly, Louise et al. (197) have shown that sodium butyrate can also sensitize human umbilical vein EC to Stx through up-regulation of Gb3 receptors. They suggested that during STEC infection, intestinal damage might result in increased exposure of EC to butyrate, which is present in high concentrations in the colon, and thereby contribute to the pathogenesis of EC damage.

Interpretation of in vitro studies of EC in tissue culture is complicated by the fact that cells isolated from different human tissues exhibit different properties. For example, Keusch et al. (169) have reported differences in the responses of human umbilical and saphenous vein EC to Stx1, cytokines, and butyrate. More significantly, Obrig et al. (238) found that levels of Gb3 in renal microvascular EC were 50 times higher than in umbilical vein EC and that the former were also 1,000 times more sensitive to Stx. Furthermore, the Gb3 content of renal EC and their sensitivity to Stx were not further increased by preincubation with either TNF-alpha or LPS. A similar high sensitivity to Stx and lack of enhancement of susceptibility by IL-1beta and TNF-alpha has also recently been reported for human intestinal microvascular EC (2). However, human cerebral EC appear to behave like umbilical vein EC, exhibiting a low baseline sensitivity to Stx, which is stimulated by preincubation with IL-1beta and TNF-alpha (130). Notwithstanding the above, caution must be exercised when comparing studies. Differences in experimental procedures used for isolation, purification, and establishment of EC cultures, and possible contamination with other cell types, may affect the results. Monnens (220), for example, has recently reported that highly purified human glomerular microvascular EC are not susceptible to Stx1 unless they are preincubated with TNF-alpha . In a separate study, Kohan et al. (173) also reported increased susceptibility of glomerular EC to Stx1 after preincubation with either TNF-alpha , IL-1beta , or LPS.

From the above, it seems probable that development of maximum EC damage during STEC infection requires both STX as well as host and/or bacterial inflammatory mediators to upregulate receptor expression. Endotoxemia has been reported in association with HUS due to S. dysenteriae (176) but may be of lesser magnitude in cases caused by STEC strains, which are less invasive than shigellae. Karpman et al. (162) have reported a higher incidence of systemic symptoms and glomerular pathological changes after intragastric inoculation of O157:H7 STEC in LPS-responder mice than in LPS-nonresponder mice, but the relevance of this to human disease is again uncertain, since many of the animals were bacteremic. Although elevated IL-1beta and IL-8 levels have been found in the plasma of HUS patients, TNF-alpha has only occasionally been detected in plasma (94, 136). However, Karpman et al. (161) reported marked elevation of IL-6 and TNF-alpha levels in the urine of HUS patients during the acute phase of illness relative to those in healthy controls. Lack of correlation with cytokine levels in paired samples of plasma and urine suggested that the kidney itself was the site of production. Inward et al. (136) have also reported higher levels of IL-8 in urine than plasma in HUS patients. These findings are consistent with studies with transgenic mice carrying a reporter for TNF-alpha synthesis; injection of Stx resulted in induction of TNF-alpha in the kidneys but not in any other tissues (125). Kohan et al. (173) have reported Stx1-induced production of TNF-alpha , IL-1beta , and IL-6 by human glomerular EC and proximal tubular epithelial cells. Monocytes and macrophages are also a potential source of proinflammatory cytokines, and production of TNF-alpha , IL-1beta , IL-6, and IL-8 is induced by treatment with Stx1 (272, 341, 358). Levels of monocyte chemoattractant protein 1 (MCP-1) are also significantly elevated in the urine of HUS patients, and immunohistochemical studies have demonstrated MCP-1 expression, as well as infiltration of monocytes, in glomeruli of HUS patients (359). Local production of TNF-alpha and IL-1beta by such cells, as well as by other renal cell types, is likely to ensure maximal induction of Gb3 expression in glomerular EC, enhancing susceptibility to STX. Robinson et al. (285) have also reported that Stx1 binds to human glomerular mesangial cells and inhibits mitogenesis. These cells are involved in modulation of the glomerular filtration rate and elaborate a range of hormones, cytokines, and growth factors. Thus, it is possible that direct effects of STX on mesangial cells also contribute to the acute renal failure associated with HUS.

The presence of elevated IL-8 levels in the plasma of HUS patients (94) may also be significant, because IL-8 it is a powerful selective activator and chemoattractant of polymorphonuclear leukocytes (PMN). HUS patients have increased PMN counts on presentation, and high levels correlate with poor clinical outcome (mortality or permanent nephropathy) (73, 215, 363). Fitzpatrick et al. (94) reported that levels of alpha 1-antitrypsin-complexed elastase (a marker of PMN activation and degranulation) correlated with but lagged slightly behind those of IL-8 and that both of these parameters were highest in fatal cases. Moreover, there is evidence of oxidative damage and PMN in the glomeruli of HUS patients at autopsy (95, 337). Thus, cytokine-mediated PMN activation may play an important role in the pathophysiology of HUS. To cause inflammatory damage to the endothelium, however, PMN must be in close proximity to it. IL-1beta and TNF-alpha upregulate the expression of adhesion molecules on the EC surface, and IL-8 and platelet-activating factor also mediate flattening of rolling PMN, promoting strong adherence to the EC (337). Products such as elastase released from adherent PMN could then degrade the extracellular matrix, resulting in detachment of EC from the basement membrane, a common histopathological feature of HUS. Interestingly, Morigi et al. (222) have also shown that purified Stx1 is a strong promoter of adhesion of leukocytes to cultured EC. The adhesive response was comparable to that achieved with IL-1beta and was even greater when EC were preexposed to TNF-alpha . Thus, local production of TNF-alpha in the kidneys might increase the susceptibility of EC to inflammatory damage from adherent leukocytes as well as enhancing the direct cytotoxic actions of Stx.

Influence of STX type on pathogenesis. Epidemiological studies have indicated that STEC strains producing Stx2 only are more commonly associated with serious human disease, such as HUS, than those producing Stx1 alone or Stx1 and Stx2 (171, 244). One possible explanation for this is that the level of transcription of stx2 in vivo is higher than that of stx1. Transcription of stx1 is known to be iron repressible in vitro, and its promoter region includes a recognition site for the fur gene product (56, 366). However, iron levels in the gut are very low, and so it is likely that transcription of stx1 will be fully derepressed in vivo. Sung et al. (329) have shown that in vitro transcription of stx2-related genes is constitutive and at a level commensurate with that of derepressed stx1. Mühldorfer et al. (225) also found that stx2 promoter activity was unaffected by osmolarity, pH, oxygen tension, acetates, iron level, or carbon source but that there was a slight effect of growth temperature. However, treatment with mitomycin, which induces the lytic cycle of STX-converting bacteriophages, has been shown to significantly increase both Stx1 and Stx2 production in lysogenized E. coli strains (6, 126). For Stx2, this increase appears to be due to a combination of amplification of stx2 as the phage DNA is replicated and an increase in stx2 promoter activity mediated by a phage-encoded positive regulatory factor (225). This increase in Stx2 production may be clinically significant, since mitomycin is used to treat certain neoplastic disorders and these patients are at increased risk of HUS (185).

The link between Stx2 production and HUS may be a direct consequence of increased in vivo toxicity of Stx2, or, alternatively, carriage of stx2 may simply be a clonal marker of STEC strains producing some additional virulence factor. The former alternative is consistent with in vitro studies which demonstrated that human renal microvascular EC were approximately 1,000 times more sensitive to the cytotoxic action of Stx2 than of Stx1 (200). Binding studies suggested that there were differences in the number of potential binding sites for Stx1 and Stx2 on the renal EC surface, presumably a function of heterogeneity of the lipid moiety of Gb3. Thus, preferential binding of Stx2 to Gb3 receptor subpopulations which are more efficiently internalized and processed would account for the massively increased cytotoxicity.

Increased in vivo toxicity of Stx2 is also supported by studies involving a streptomycin-treated mouse model of toxin-induced renal tubular damage. Streptomycin treatment reduced the normal facultative intestinal flora of the mice and facilitated colonization with orally administered E. coli strains (361). Oral infection of mice with an O157:H7 STEC strain producing Stx1 and Stx2 resulted in fatal cortical tubular necrosis. Death could be prevented by passive immunization with monoclonal anti-Stx2 but not with anti-Stx1 (361, 362). Oral challenge with E. coli K-12 strain DH5alpha carrying cloned stx2 but not stx1 was also capable of inducing fatal tubular damage. The level of toxin production was clearly important, since challenge with E. coli K-12 strain DH5alpha carrying stx2 on a low-copy-number vector was not lethal (362). Tesh et al. (339) subsequently demonstrated that purified Stx2 had an approximately 400-fold lower LD50 for mice than did Stx1 by both the intravenous and intraperitoneal routes. Interestingly, immunofluorescent staining showed that both toxins were capable of binding to Gb3 receptors on renal tubular cells, and in a solid-phase in vitro binding assay, Stx1 actually exhibited a 10-fold greater affinity for Gb3 than did Stx2.

Assessment of the impact of STX type on the capacity of STEC to cause severe disease is complicated by the fact that there is a significant degree of naturally occurring amino acid sequence variation, particularly among Stx2 types from different strains (106, 138, 189, 214, 242, 258, 259, 305). Lindgren et al. (190) compared the oral virulence of a number of Stx2-producing clinical isolates for streptomycin-treated mice. In this study, two strains belonging to serotype O91:H21 were exquisitely virulent (LD50 < 10 CFU, compared with >1010 CFU for other strains tested). Although the capacity to grow in mouse small intestinal mucus appeared necessary for maximal virulence, it was not the sole determinant, since at least one other strain tested grew well under these conditions yet was of low virulence; the production of a particularly mouse-virulent Stx2-related toxin appeared to be a likely explanation for this observation. Assessment of the contribution of specific toxins to the virulence of Stx2-producing STEC strains is further compounded because many isolates produce more than one Stx2-related toxin (305). Indeed, one of the highly virulent O91:H21 isolates referred to above carried three stx2-related genes, while the other isolate carried two genes (190); strains carrying one stx1 gene and two stx2-related genes have also been described (260). One strength of the streptomycin-treated mouse model is that the oral virulence of E. coli K-12 strains expressing different cloned stx2-related genes can be compared. Interestingly, clones expressing stx2 genes from the O91:H21 STEC strains were no more virulent than those expressing classical stx2 in this mouse model; in addition, the purified toxins had indistinguishable intraperitoneal LD50 (191). Moreover, sequence analysis indicated that the B subunits of the O91:H21 toxins were identical to that of Stx2c, which contains amino acid differences in the B subunit, resulting in a 100-fold-lower cytotoxicity for Vero cells compared with that of Stx2 (191).

Studies involving otherwise isogenic E. coli DH5alpha derivatives expressing a different set of naturally occurring Stx2 variants have, however, detected differences in virulence in the streptomycin-treated mouse model (251, 252). The least virulent (and least verocytotoxic) clone produced an Stx2-related toxin with an amino acid substitution (Arg176right-arrowGly) in a region of the A subunit known to be important for the catalytic activity of the toxin. Interestingly, clones producing two other toxins (designated Stx2/O48 and Stx2/OX3b) had high cytotoxicity for Vero cells, but the latter was more virulent when fed to streptomycin-treated mice, as judged by the median survival time (but not by the overall survival rate). Subsequent studies demonstrated that the increased virulence of clones producing Stx2/OX3b was a function of the combination of A-subunit residues Met4 and Gly102 (252). A clone producing another Stx2 variant (designated Stx2/OX3a), which had the B-subunit amino acid sequence variations characteristic of the Stx2c subgroup, had similar oral virulence to clones producing Stx2/O48, even though it was approximately 500-fold less verocytotoxic (251), in agreement with the earlier finding of Lindgren et al. (191). However, when the model was modified by withdrawal of streptomycin selection and reintroduction of the normal gut flora after 3 days, the mortality rate of mice challenged with the more verocytoto