Introduction.
Microbiology is the study of microorganisms, which are unicellular or multi-cellular
organisms. This includes eukaryotes such as fungi, and prokaryotes such as bacteria
and certain algae. Viruses, though not strictly classed as living organisms, are also
studied. Microbiology is a broad term which includes virology, mycology,
parasitology and other branches. In reality it is likely that only about 1% of all of
the microbial species have been studied, and although microbes were first
observed over three hundred years ago, the field of microbiology can be said to be
in its infancy relative to older biological disciplines.
The existence of microorganisms was hypothesised for many centuries before their
actual discovery in the 17th century. The first theories on microorganisms was
made by Roman scholar Marcus Terentius Varro in a book titled ‘On Agriculture’ in
which he warns against locating a homestead in the vicinity of swamps:
“   ...and because there are bred certain minute creatures which cannot be
    seen by the eyes, which float in the air and enter the body through the
    mouth and nose and there cause serious diseases.                                    ”
Even though he accepted that he could not see the organisms, he was aware that
disease may well be spread this way.
In The Canon of Medicine (1020), Abū Alī ibn Sīnā (Avicenna) stated that bodily
secretions were contaminated by ‘foul foreign earthly bodies’ before being
infected. He also hypothesised on the contagious nature of tuberculosis and other
infectious diseases, and used quarantine as a means of limiting the spread of
contagious diseases.
When bubonic plague reached al-Andalus in the 14th century, Ibn Khatima
suggested that infectious diseases are caused by "minute bodies" which enter the
human body and cause disease.
In 1546 Girolamo Fracastoro proposed that epidemic diseases were caused by
transferable seed-like entities that could transmit infection by direct or indirect
contact or even without contact over long distances.
All these early claims about the existence of microorganisms were purely
speculative in nature as there did not exist the equipment to provide evidence of
their existence. Microorganisms were neither proven, observed, nor correctly and
accurately described until the 17th century. The reason for this was that all these
early inquiries lacked the most fundamental tool in order for microbiology and
bacteriology to exist as a science - the microscope.
Discovery and origins of microbiology
Bacteria and micro-organisms were first observed by Antonie van Leeuwenhoek in
1676 using a single-lens microscope of his own design. In doing so Leeuwenhoek
made one of the most important discoveries in biology and initiated the scientific
fields of bacteriology and microbiology. The name "bacterium" was introduced
much later, by Ehrenberg in 1828, derived from the Greek, and meaning "small
stick". While Van Leeuwenhoek is often cited as the first microbiologist, the first
recorded microbiological observation, that of the fruiting bodies of molds, was
actually made earlier in 1665 by Robert Hooke.
The field of bacteriology (later a subdiscipline of microbiology) is generally
considered to have been founded by Ferdinand Cohn (1828–1898), a botanist whose
studies on algae and photosynthetic bacteria led him to describe several bacteria
including Bacillus and Beggiatoa. Cohn was also the first to formulate a scheme for
the taxonomic classification of bacteria. Louis Pasteur (1822–1895) and Robert Koch
(1843–1910) were contemporaries of Cohn’s and are often considered to be the
founders of medical microbiology. Pasteur is most famous for his series of
experiments designed to disprove the then widely-held theory of spontaneous
generation, as well as designing methods for food preservation (pasteurisation)
and vaccines against several diseases such as anthrax, fowl cholera and rabies.
Koch is best known for his contributions to the germ theory of disease, proving that
specific diseases were caused by specific pathogenic microorganisms. He developed
a series of criteria that have become known as the Koch's Postulates. Koch was one
of the first scientists to focus on the isolation of bacteria in pure culture resulting
in his description of several bacteria including Mycobacterium tuberculosis, the
causative agent of tuberculosis.
While Pasteur and Koch are often considered the founders of microbiology, their
work did not accurately reflect the true diversity of the microbial world because of
their exclusive focus on microorganisms having direct medical relevance. It was not
until the work of Martinus Beijerinck (1851–1931) and Sergei Winogradsky (1856–
1953), the founders of general microbiology (an older term encompassing aspects
of microbial physiology, diversity and ecology), that the true breadth of
microbiology was revealed. Beijerinck made two major contributions to
microbiology: the discovery of viruses and the development of enrichment culture
techniques. Whilst his work on the Tobacco Mosaic Virus established the basic
principles of virology, it was his development of enrichment culturing that had the
most immediate impact on microbiology by allowing for the cultivation of a wide
range of microbes with wildly different physiologies. Winogradsky was the first to
develop the concept of chemolithotrophy (organisms which use inorganic materials
to help produce energy), and to thereby reveal the essential role played by
microorganisms in geochemical processes. He was responsible for the first isolation
and description of both nitrifying and nitrogen-fixing bacteria.
A modern perspective.
Worldwide more than 20% of deaths are caused by infectious disease, and this
number is increasing in both wealthy and poor economies. The picture in Europe is
similar to that in the USA :
• deaths from HIV peaked at around 50,000 in 1995, but still exceed 12,000
 each year;
• influenza and pneumonia kill 61,000 people each year and affect many
  millions;
• some 4 million people carry hepatitis C virus, and 15% develop life-
 threatening cirrhosis as a result;
• drug-resistant tuberculosis (TB) is a major cause of concern, as are food-
 borne infections and hospital-acquired infections.
The burden of infectious disease in the resource-poor world continues to
increase rapidly, particularly in sub-Saharan Africa and south-east Asia.
Although sub-Saharan Africa has only about 10% of the world's population, it has
60% of AIDS infections and a majority of all AIDS-related deaths, the highest
HN-TB co-infection rates and most of the global malaria burden. TB and HIV-
AIDS are of increasing importance in south-east Asia and the Pacific, where
drug resistant malaria is also common.
Children younger than 5 years are most at risk from infectious diseases. Of the
10.6 million deaths in this age group recorded by WHO for the year 2002, more
than half were due to infection, acute respiratory infection and diarrhoeal
diseases accounting for 36% of all deaths. Almost all of these infection-related
deaths occurred in Africa, south-east Asia and the Western Pacific. It is obvious
that the prevalence and importance of infectious diseases in the resource-poor
world are directly linked to poverty.
In the last 35 years familiar diseases such as TB, malaria, hepatitis, and cholera
have re-emerged as major infections. Since 1980, some 25 new infectious
agents have been identified, of which HIV is the most important. For many new
diseases, there is no effective treatment. The economic cost of these diseases
is enormous: Around £270 billion was the estimated cumulative cost of the AIDS
epidemics by 2000 and the cost of malaria in Africa was estimated at £7 billion
in 2000. Successful eradication can therefore save very large sums, for example
an estimated £11 billion from eradicating smallpox.
The reasons for the resurgence of infectious diseases are multiple. They
include:
   •   New patterns of travel and trade (especially food commodities), new
       agricultural practices, altered sexual behaviour, medical interventions
       and overuse of antibiotics.
   •   The evolution of multi-drug resistant bacteria, such as MRSA, and their
       frequency in hospital patients, has become a major problem.
   •   Breakdown of economic, social and political systems in the resource-poor
       world and the countries of the former Soviet Union has weakened
       medical services and increased the effects of poverty and malnutrition.
   •   The dramatic increase in air travel over the last few decades has
       facilitated the spread of infection and increased the threat of new
       pandemics. The Spanish influenza pandemic in 1918 spread along railway
       and sea links. Modern air travel moves larger numbers of people more
       rapidly and more extensively and makes it possible for microbes to cross
       geographical barriers, a recent example of this being the potential for
       spread of the SARS virus from Asia to Europe and North America, as well
       as the avian flu virus.
Predictions based on data from the United Nations and the World Health
Organization give a choice of optimistic, stable or pessimistic scenarios.
Optimistically, the aging population, coupled with socioeconomic and medical
advances, should see a fall in the problems posed by infectious disease, and a
decrease in deaths from these causes from 34% of the global total in 1990 to
15% in 2020.
The pessimistic view is that population growth in resource-poor countries,
especially in urban populations, the increasing gap between rich and poor
countries and continuing changes in lifestyle will result in surges of infectious
disease. Even in resource-rich countries, increasing drug resistance and a
slowing of developments in new antimicrobials and vaccines will create
problems in control. Added to these are three additional factors. These are:
• the emergence of new human infections such as a novel strain of influenza
  virus, or a new infection of wildlife origin
• climate change, with increased temperatures and altered rainfall adding to
  the incidence of vector-borne infection
• the threat of bioterrorism, with the possible deliberate spread of viral and
  bacterial infections.
Whatever the view, it is without doubt microbiology and the continuing study
of micro-organisms remains essential to the future of medicine and disease
management, and its importance in every-day health care should never be
under-estimated.
Characteristics of Bacteria.
All bacteria have two names; firstly their generic (genus) name, e.g.
Staphylococcus, then their specific (species) name, e.g. aureus
Special additions to this universal scheme may include:
   •   a third name to distinguish several varieties within one species, e.g.
       Acinetobaeter calcoaceticus var anitratus
   •   a common, non-scientific, historical name, e.g. pneumococcus for
       Streptococcus pneumoniae, gonococcus for Neisseria gonorrhoeae,
       meningococcus for Neisseria meningitidis
   •   a serological group name, e.g. Streptococcus pyogenes is also called 'the
       group A streptococcus'
   •   a toxin profile name, e.g. Clostridium perfringens type A.
Increasing knowledge of the properties of bacteria, fungi, protozoa and algae
has necessitated revision of the simple division of living things into two
kingdoms: plants and animals. The animal group have two sub-groups -
procaryotes (bacteria and blue-green algae) and eucaryotes.
Eucaryotes include Protista (Protozoa and Algae), Fungi, Animalia and Plantae.
Viruses are not included because they do not have the essential characteristics
of living organisms, i.e. not capable of independent replication or survival.
Bacteria are fundamentally different from all other living things in being
procaryotes, distinguished by:
   •   DNA in a double-stranded loop, not within a nuclear membrane
   •   small ribosomes free in the cytoplasm, no endoplasmic reticulum
   •   the absence of mitochondria or other membrane-enclosed organelles
   •   a complex peptidoglycan-protein cell wall
Bacteria are classified by several criteria :
   •   shape
   •   stain
   •   ability to grow with or without oxygen
   •   size
   •   growth characteristics
   •   DNA content
The Gram stain is the most important staining procedure in medical micro-
biology. Gram-positive organisms retain the purple of crystal violet after iodine
fixation and alcohol washing, whereas Gram-negative organisms lose the colour
with alcohol and need counterstaining with a pink dye. Special stains are
needed for organisms with unusual cell walls, e.g. acid-fast stains for
mycobacteria.
Although staining and growth characteristics have formed the basis of diag-
nostic microbiology, the availability of techniques such as DNA probes and
amplification, and polyclonal and monoclonal antibodies have greatly increased
the speed, range and sensitivity of diagnostic testing.
Size and Structure.
Pathogenic bacteria vary widely in size: from Mycoplasma spp. (0.2-0.8μm
diameter) to enteric Gramnegative rods (O.5- 6.0 μm diameter). Gram-positive and
Gram-negative bacteria differ in their cell wall composition but have typical
procaryote internal structure.
Cell membrane - The cell (cytoplasmic) membrane is made of protein and
phospholipids, but not the sterols that are found in eucaryotes. It is the osmotic
barrier between cell and environment, and its essential functions include electron
transport, enzyme systems (as in eucaryotic mitochondria), solute transport and
cell product transport.
Cell wall - The cell wall has numerous functions reflected in its structure:
   •   protects the cell membrane from osmotic or mechanical rupture
   •   contains numerous characteristic antigens, important both in bacterial viru-
       lence and endotoxins, and in host antibody formation
   •   provides a firm base for pili (fimbriae) and flagella.
   Gram-positive cells (figure a) The cell wall of Gram-positive organisms
   consists mainly of many layers of peptidoglycan (murein), a complex polymer of
   long glycan (sugar) chains of alternating N-acetylglucosamine and N-acetyl
   muramic acid with short pentapeptide side chains cross-linked to each other by
   peptide bonds between the lysine of one and the D-alanine of the other, giving
   a rigid polar wall. Other polymers in the wall include teichoic acids and
   chains of glycerol or ribitol linked by phosphodiester bonds.
Gram-negative cells (figure b) The cell wall of Gram-negative organisms
consists of a thinner layer of the same peptidoglycan but the crosslinking is
between D-amino pimelic acid and D-alanine. This peptidoglycan layer is in a
periplasmic space between the inner cytoplasmic membrane and a unique bi-
Iayered phospholipid outer membrane, with lipoprotein on the inner surface
binding to the peptidoglycan, and a special lipopolysaccharide (LPS) on the
outer. The three components of LPS are the lipid (lipid A, the active
component of endotoxin, very important in causing septic shock), a core
polysaccharide and a variable carbohydrate chain. Its hydrophobicity gives
some antibiotic and bile salt resistance.
Mycobacteria
The cell wall of mycobacteria and other acid-fast organisms contains
characteristic waxes, complex long-chain hydrocarbons with sugars. This almost
impervious coat prevents stains being removed by acid and gives resistance to
desiccation and many disinfectants and antibiotics. It also slows the entry of
nutrients.
Capsule
A capsule protects the cell wall of many bacteria, particularly in adverse condi-
tions; this mucoid polysaccharide layer may be lost in laboratory cultures. In
infections, it resists phagocytosis by white blood cells and aids adherence to
tissues, catheters and prostheses.
Pili
Pili (fimbriae) are hair-like in appearance and are of at least two types:
       •   Sex pili are specialised structures that enable DNA transfer by conjugation
           (literally, 'joined with')
       •   Common pili are shorter and aid attachment to host cells, are antiphagocytic
           and can change their antigenic protein to avoid host antibody response.
Flagella
Flagella are much longer than pili and give motility to bacteria, which may be
monotrichous (one flagellum at one or both ends), lophotrichous (many flagella
at one or both ends), or peritrichous ('covered with hair').
Spores
Spores, formed especially by Clostridium spp. and Bacillus spp., are
concentrated bacterial DNA surrounded by an extremely tough protective coat.
The cell is metabolically inert and survives drying, heat and most chemical
agents for months, years or more.
KEY LEARNING POINTS.
                       1. The first name of a bacteria is its
                          genus, the second is its species
                       2. Bacteria are procaryocytes with free
                          circular DNA, ribosomes, no
                          mitochondria, and a peptidoglycan cell
                          wall.
                       3. Spores are metabolically inert, and
                          surrounded by a protein coat.
Energy, nutrition, and growth.
Energy sources and processes
Bacteria use three sources for their energy requirements: chemical reactions
(chemotrophy), light (phototrophy) or the host cell (paratrophy). If the energy-
yielding reactions use organic compounds they are termed organotrophy those
using inorganic compounds are termed lithotrophy. So energy derived from
light using organic hydrogen donors would be described as photo-organotrophy
(in some anaerobic bacteria).
Nutrition
Bacteria show a wide variety of nutritional requirements. Autotrophs can live in
an entirely inorganic environment - they are free living and rarely are of
medical importance. Heterotrophs need an exogenous supply of one or more
essential metabolites. Most bacteria of medical importance come into this
group and they vary from those with great synthetic capacity (e.g. Escherichia
coli) to those pathogens that require exogenous supplies of growth factors such
as vitamins to grow (e.g. some streptococci). Finally, some of the parasitic and
pathogenic species can only survive intracellularly (paratrophy or auxotrophy);
they possess DNA and RNA, but only a limited range of independent metabolic
activity.
Growth
The doubling time or the generation time is the time between bacterial
divisions (by binary fission) and ranges from about 20 minutes for E. coli and
similar bacteria provided with rich nutrients like laboratory media, to 24 hours
for tubercle bacilli. Balanced growth occurs when all necessary nutrients are
supplied, while unbalanced growth is more usual in nature where changing
environments and unbalanced nutritional supplies will occur.
Characteristics of Fungi
Fungi, like bacteria, are named by the binomial Linnaean system with a generic
name (capitalised and in italics) and a specific name (not capitalised, in italics).
However all fungi reproduce asexually, giving the anamorphic state, and most also
reproduce sexually giving the teliomorphic state. Unfortunately many pairs of these
were described and named before it was realised that they were different forms of
the one fungus, e.g. Cryptococcus neoformans (anamorph) = Filobasidiella
neoformans (teliomorph). The name of the tissue form (anamorph) is used by
clinicians.
Fungi can be normal inhabitants of the mouth and intestinal tract. In predisposing
conditions, e.g. pregnancy, diabetes, immunodeficiency, therapy with broad-
spectrum antibiotics, the fungi can proliferate and cause disease, e.g. thrush or
even endocarditis.
Fungi are divided into two phyla (groups):
   •   Zygomycota, which quickly produce a diploid zygote sexually and sporangio-
       phores asexually.
   •   Dikaryomycota, in which the haploid nuclei do not fuse quickly, giving a
       prolonged dikaryotic sexual cycle.
Fungi for which a sexual form is not yet recognised and which, therefore, cannot
be fully classified are called Fungi imperfecti. These include many pathogens: e.g.
Candida, Epidermophyton spp.
Structure.
Fungi, being eucaryotes, have a structure (Fig. 2) differing considerably from pro-
caryotic bacteria (see p. 2-3). Fungi have a nucleus containing their chromosomal
DNA and an RNA-rich nucleolus within a nuclear membrane The cytoplasm contains
not only ribosomes but also mitochondria, lysosomes and microvesicles,
microtubules, Golgi apparatus and a double-membraned endoplasmic reticulum.
Surrounding the above structures (the cytosol) is the cell membrane or
plasmalemma, which contains not only lipids and glycoproteins but also ergosterol.
Bacteria (except for Mycoplasma) do not contain sterols, and mammalian cells
contain cholesterol rather than ergosterol, which is, therefore, a site of attack by
antifungal drugs.
Outside the plasmalemma is a rigid cell wall containing a polymer of N-
acetylglucosamine, chitin, on which are layers of polypeptides with complex
polysaccharides including mannans and glucans. Some fungi, e.g. Cryptococcus
spp., have a further layer, a polysaccharide capsule. The cell wall and capsule
have multiple functions, including protection, transport and virulence, and are
involved in invoking the host response.
                     Lysosomes and
                     microvesicles
Morphology
There are two major morphological forms of fungi : small round yeasts, and
long filaments called hyphae. Both have sexual and asexual forms.
Yeasts - Yeasts are round, unicellular and multiply by budding or by fission.
Some yeasts form long buds called pseudo-hyphae ('germ tubes', used to
identify Candida albicans) but not true hyphae.
Filamentous fungi - Filamentous fungi form hyphae, long tubes which may have
cross-walls called septa, or simply be multinucleate. A collection of hyphae is
called a mycelium, which may be vegetative, growing on a nutrient surface, or
extending upwards as an aerial mycelium producing conidia ('spores') which
spread very easily, contaminating a laboratory if culture plates are carelessly
opened! The morphology of conidia is important in classifying fungi.
Dimorphic fungi - Dimorphic fungi exist in both forms. Many pathogenic fungi
are dimorphic, usually the yeast form occurring in tissues and the filamentous
(mould) form in the environment or on culture at 25°C. Candida albicans is an
exception, forming mycelium in tissues.
Diagnosis of fungal infection
Yeasts and fungi grow on ordinary media but are mostly slow growing, and
cultures need to be examined over 2-3 weeks. A glucose or blood agar is often
used at acid pH to inhibit bacterial growth. Identification of fungi is mainly
made from morphology, and yeasts may be detected in stained films during
routine examination of swabs etc. Special stains are usually needed for
filamentous fungi.
Clinical classification
Fungi are sometimes grouped by the clinical syndromes they cause:
   •   superficial and cutaneous mycoses , e.g. athlete's foot caused by
       Trichophyton spp.
   •   subcutaneous mycoses,e.g. sporotrichosis, ulcerative lesions caused by
       Sporothrix spp.
   •   systemic/deep mycoses, e.g. histoplasmosis, a pulmonary or generalised
       disease caused by Histoplasma capsulatum.
Reproduction
Asexual reproduction is most commonly seen when haploid cells divide by mitosis
to form spores, the chromosome number being unchanged.
Sexual reproduction produces spores by mating when two haploid cells fuse to
become diploid and then divide by meiosis. Many fungi need two colonies of the
opposite mating type for sexual mating to occur, while others need only one
colony. Spore formation occurs either within a sac called an ascus or partly on the
surface of a bag called a basidium. The characteristic appearance of the spore-
bearing structure and the spore is used in classification and hence identification of
pathogens.
Pathogenicity
Fungal pathogenicity describes the pathogen's attack mechanisms, whereas resis-
tance describes the host's defence mechanisms. It is essential to distinguish
between:
   •   primary pathogens, i.e. fungi such as Cryptococcus spp. that can infect nor-
       mal hosts
   •   opportunistic fungi, i.e. those only able to infect abnormal hosts with
       impaired defences resulting from, for example, antibiotics, cytotoxics, x-ray
       therapy, steroids and other immunosuppressant drugs, endocrine disease
       such as diabetes mellitus, or AIDS.
Although less is known about fungal than bacterial pathogenicity, the following
mechanisms are recognised:
   •   mycotoxins
   •   hypersensitivity
   •   invasive infection.
Mycotoxins
Unlike bacteria, fungi are not known to produce any endotoxins. Some make
exotoxins, i.e. made outside the fungus. These are also only made outside the
human body.
Hypersensitivity
Hypersensitivity results from repeated exposure to fungal spores and consequent
immunoglobulin or sensitised lymphocyte production. There is no toxin production
or tissue invasion. Inhalation of spores (e.g. of Aspergillus) causes allergic rhinitis,
asthma and alveolitis, i.e. hypersensitivity pneumonitis.
Invasive infection
Colonisation is the continuing presence of the organism without disease, whereas
infection means tissue invasion and damage. Anatomically, fungal infection causes
superficial, cutaneous, subcutaneous or systemic mycoses. Tissue damage in
infection can occur by at least six mechanisms:
   1. direct invasion leads to distortion (e.g. fungus balls formed from Aspergillus)
       hence tissue destruction and ill-understood toxic effects
   2. obstruction leads to secondary bacterial infection and further tissue damage
   3. blood vessel wall invasion causes thrombosis, obstruction, ischaemia and
       infarction of tissues.
   4. embolism to distant vessels occurs, e.g. in endocarditis
   5. intracellular persistence and even multiplication in macrophages and
       neutrophils by some fungi.
   6. capsule formation can occur in species such as Cryptococcus; this protects
       the fungus and may damage tissues.
Host resistance
All four lines of defence are of some but variable importance against fungi:
   •   Intact skin and mucous membranes plus the associated chemical and
       bacterial factors are primary barriers. Normal bacterial flora compete
       with fungi for nutrients, the balance being upset by antibiotics.
   •   Non-specific inflammatory reactions occur, though neutrophil phagocy-
       tosis and macrophage activity is often less against fungal than bacterial
       infection.
   •   Antibodies and complement can kill Aspergillus and Candida spp.,
       though many antibodies are not protective.
   •   Cell-mediated immunity is the most important defence, and its loss, in
       diseases such as AIDS, causes a multitude of serious and often fatal
       fungal infections.
Fungal Ecology
The ecology of fungi include their reservoirs in the environment, animals and
humans, hence the sources of infection.
Environmental reservoirs - These are the natural habitat of many fungi, e.g.
free living in soil or air. These reservoirs are the usual source of most human
pathogenic fungi, infection occurring after inhalation or implantation.
Geophilic ('soil loving') dermatophytes live in the soil.
Animals - Zoophilic ('animal-loving') dermatophytes obviously live on (and
infect) animals, such as cats, dogs and horses, and, at times, humans.
Humans - Two yeasts are commonly found as part of our normal flora: Candida
albicans on skin and mucous membranes, and Pityrosporum ovale on skin rich
in nutrient lipids from sebaceous glands. Thirdly, dermatophytes are
sometimes found in the absence of symptoms, probably as colonisation.
KEY LEARNING POINTS.
                       1. Fungi are eukaryotic, having a nucleus
                          with a nuclear membrane, and
                          mitochondria, golgi apparatus,
                          lysosomes, and endoplasmic reticulum.
                       2. All fungi reproduce asexually.
                       3. Primary pathogens are fungi able to
                          infect normal hosts
                       4. Opportunistic pathogens are fungi
                          which can infect abnormal hosts with
                          impaired defences
                       5. Fungi cause disease via mycotoxins,
                          hypersensitivity, or invasive infection
                       6. Reservoirs and sources of infection are
                          usually environmental, occasionally
                          animals, and more commonly from
                          other humans.
Viruses.
Basic properties
Viruses are not living, as they lack two essential properties of life - they cannot
replicate independently, and they cannot survive long-term independently,
needing a bigger living organism for both functions, as they contain no
ribosomes, so unaided cannot synthesise protein.
They are much smaller than bacteria: human viral pathogens are usually 20 to
300 nanometres (nm) in diameter, compared to about 1000nm for coccal
bacteria like staphylococci. Fungi and protozoa are much bigger again.
Their structure is simple: a nucleocapsid consisting of a central genome of
either DNA or RNA, and a protein shell called the capsid. Many viruses also have
an outer envelope.
Structure and composition
The virus particle is called a virion, and consists (Fig. 1) of the nucleocapsid
with two components - the single- or double-stranded, linear, circular or
segmented D A or RNA genome, with a surrounding protein shell called the
capsid. Viruses contain either DNA or RNA, never both like living organisms and
cells.
The capsid's repeating protein units form structural units called capsomeres:
these are usually arranged with either helical or icosahedral (20-sided)
symmetry, the exceptions including pox viruses with complex symmetry. Small
icosahedral viruses appear spherical on electron microscopy.
The nucleocapsid of some human viruses is 'naked', but all helical and many
icosahedral are sheathed by a large envelope with an inner structural protein
layer, an outer lipid layer, and projecting spikes of glycoprotein.
Viral nucleic acids are usually double-stranded (DS) DNA or single-stranded (SS)
RNA. The RNA can be either positive-strand (+) which functions as messenger
RNA (mRNA), or negative strand (-) RNA which functions as a template for the
production of mRNA.
Viral proteins are either structural or non-structuraI. Structural proteins are
essential components, either of the capsid, or basic core proteins to 'package' the
nucleic acid, or envelope glycoproteins. Non-structural proteins are usually
enzymes to produce virus components, for example RNA-dependent transcriptase in
negative-strand RNA viruses to produce mRNA.
Viral envelopes are lipoprotein, composed of an inner structural virus-derived
protein and an outer host-cell-derived lipid layer. In addition there are often
projecting spikes of glycoprotein, which are important as viral attachment
proteins (VAPs) to host cells or erythrocytes (haemagglutinins), as
neuraminidases (influenza virus), as receptors, or as antigens which stimulate
protective immunity.
Atypical viral-like agents
There are four types:
   •   Defective viruses such as Hepatitis D have viral protein but defective
       nucleic acid (by mutation or deletion), so cannot replicate without a
       helper virus, in this case Hepatitis B.
   •   Pseudovirions have the viral DNA replaced by host-cell DNA which has
       fragmented and been incorporated into the viral capsid. They can
       infect but cannot replicate.
   •   Viroids are only a single small molecule of RNA, with no capsid or
       envelope. How they replicate is unclear. They can infect plants, but
       apparently not humans.
   • Prions are made of a single glycoprotein with no detectable nucleic
       acid, yet they can replicate. The protein is encoded by a host cell
       gene, not a viral gene. The increase in numbers of prions in infected
       nervous tissue is apparently due to a post-translational modification in
       the conformation of the normal form to the abnormal form. These
       abnormal forms then recruit further normal forms and change their
       configuration. They cause the transmissible spongiform enceph-
       alopathies including scrapie in sheep and Creutzfeldt-Jakob disease in
       humans.
   •
The virus and the host cell
The infected cell
Three major types of viral infection occur:
   1. Abortive, with no replication, no visible host cell effects, no disease.
   2. Cytolytic, with cell death and virus dissemination, then disease, then death
       or recovery of the host.
   3. Persistent, which is of three further sub-types:
          •   Latent, with no apparent effect on the cell, but may re-activate, e.g.
              herpes.
          •   Productive, which may give chronic carriage or disease e.g. hepatitis
              B.
          •   Transforming, producing tumours e.g. EBV lymphomas.
Host cell changes due to viral infection can be:
       1. No morphological change, in abortive or latent infection.
       2. Multi-nucleated cells by fusion due to herpes or para myxovirus
         infection.
      3. Cytopathic effects (CPE) including rounding or darkening of the cell, or
         inclusion bodies in the nucleus, or in the cytoplasm, or actual cell death
         from inhibition of cellular (but not viral) protein synthesis.
      4. Haemagglutination, by viral surface haemagglutinins adhering to red
         blood cells.
      5. Transformation to malignant cells e.g. by papilloma viruses, EBV, Hepa-
         titis B or C viruses.
Host cell pathologic mechanisms(pathogenesis) are:
      1. Virus-induced inhibition of macromolecular synthesis causing cell death.
         This is the commonest and most important mechanism.
      2. Virus-induced immunologic attack i.e. immunopathogenesis. This can be
         by:
               •   Immune attack by cytotoxic T cells on viral antigens in the cell
                   membrane, e.g. on hepatocytes in hepatitis B, and in hepatitis
                   C, and on vascular endothelium in the rash of measles.
               •   Immune-complexes of virus-antibody-complement depositing in
                   tissues, e.g. causing arthritis in hepatitis B, rubella, and
                   parvovirus B19 infections.
      3. Virus-induced cytokines from infected cells stimulating other cells, e.g.
         Rotavirus infected enterocytes produce cytokines which stimulate enteric
         neurons, causing fluid and electrolyte loss into the bowel, with
         consequent diarrhoea.
      4. Virus envelope glycoprotein damage to other cells, e.g. vascular
         endothelial cells by Ebola virus.
KEY LEARNING POINTS.
                       1. Viruses can only replicate inside a host cell. and
                          cannot survive long-term outside a host cell.
                       2. Viruses consist of a central genome of either RNA
                          or DNA, and a protein capsid shell (together
                          forming the nucleocapsid). Many viruses also
                          have an outer envelope.
                       3. The genome is usually double-stranded DNA. or
                          single-stranded RNA, which may be positive or
                          negative polarity, linear or circular, one piece
                          or segmented.
                       4. Viral proteins are either structural, or non-
                          structural (usually enzymes)
                       5. Viral envelopes are lipoprotein, often with
                          glycoprotein spikes.
                       6. Viral infection of the host cell may be abortive,
                          cytolytic or persistent (latent, productive or
                          transforming to tumours).
                       7. Cell morphologic changes include giant-cell
                          formation, cytopathic effects, inclusion bodies,
                          haemagglutination or malignant transformation.
                       8. Cell pathologic mechanisms include arrest of
                          macro-molecular synthesis causing cell death,
                          immunologic attack, cytokine production and
                          envelope damage to other cells
Replication
Growth curve - This describes the number of virus particles in a host cell from
the time of infection. Often one virion infects, and after a period of about 10
hours progeny are released. Once a virus enters a cell it seems to disappear
for up to five hours (eclipse period), and then during the ‘rise period’ the
nucleic acid content and then the number of new virus particles rise expo-
nentially.
Growth cycle - Events during the growth cycle may be understood in a number
of stages.
a. Recognition and attachment are due to interaction between each type of virus
and a specific receptor on the human cell The virus may have an identifiable
structure such as the spikes on adeno-viruses, and the haemagglutinin of influ-
enza virus, while numerous receptors are known on human cells, such as the
CD4 molecule on T cells for HIV (see diagram), and sialic acid on glycoproteins
for influenza virus.
b. Penetration or entry is either by uptake into a phagosome, or by fusion of viral
and host cell membranes.
c. Uncoating in the cell cytoplasm is by cell enzymes from lysosomes, which
remove the virus protein coat and so make the viral genome accessible for the next
stage.
d. mRNA synthesis, protein synthesis and genome replication –
         1. RNA synthesis, depending on the type of genome.
         2. Early protein synthesis is by translation of the above mRNA using
            host cell ribosomes in the cytoplasm to make viral protein. If the
            viral genome is a single nucleic acid molecule, one large polyprotein
            is produced and then cleaved by enzymes into a number of smaller
            proteins. If the viral genome consists of several nucleic acid
            molecules, several mRNAs are made, each translated into one
          protein. These early proteins are usually enzymes and regulatory
          molecules for the next stage.
      3. Genome replication - like mRNA synthesis, this depends on the type
          of genome.
      4. Late protein synthesis by translation of viral mRNA produces the
          capsid structural proteins.
e. Assembly of new virus particles occurs in the cytoplasm, the nucleus, or at the
cell membrane of the host cell. The viral genome is assembled with the capsid
proteins and viral enzymes into new viral progeny. Release of unenveloped virus
usually occurs through the host cell wall by lysis, causing cell death. Enveloped
viruses undergo a further step, by incorporating host cell nuclear or plasma
membrane components and inserted viral proteins and glycoproteins to form the
envelope prior to release. Release is usually by budding, and does not
necessarily cause cell death, so infectious enveloped virus can be shed for a
long time.
KEY LEARNING POINTS.
                       1. Viruses can only replicate inside a host cell,
                          and cannot survive for long without one
                       2. Viruses have either RNA or DNA, and a
                          protein shell (capsid). Some also have an
                          outer envelope.
                       3. The usual growth cycle of viruses involves
                          recognition, attachment, penetration and
                          uncoating of the cytoplasm.
                       4. Protein synthesis and genome replication
                          then occurs
                       5. New viruses are assembled, and released.
                       6. Mutations can occur, producing a defective
                          virus.
                       7. Interactions may also occur with either host
                          cells or other viruses.