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Journal of Virology, September 2009, p. 8832-8841, Vol. 83, No. 17
0022-538X/09/$08.00+0 doi:10.1128/JVI.00773-09
Copyright © 2009, American Society for Microbiology. All Rights Reserved.
Mixed Infection and the Genesis of Influenza Virus Diversity
Elodie Ghedin,1*
Adam Fitch,1
Alex Boyne,2
Sara Griesemer,3
Jay DePasse,1
Jayati Bera,2
Xu Zhang,1
Rebecca A. Halpin,2
Marita Smit,4
Lance Jennings,4
Kirsten St. George,3
Edward C. Holmes,5,6 and
David J. Spiro2
University of Pittsburgh School of Medicine, Departments of Medicine and Computational Biology, Pittsburgh, Pennsylvania 15261,1
J. Craig Venter Institute, 9704 Medical Center Drive, Rockville, Maryland 20850,2
Wadsworth Center, New York State Department of Health, Albany, New York 12201,3
Canterbury Health Laboratories, Christchurch, New Zealand,4
The Pennsylvania State University, University Park, Pennsylvania 16802,5
Fogarty International Center, National Institutes of Health, Bethesda, Maryland 208926
Received 16 April 2009/
Accepted 16 June 2009

ABSTRACT
The emergence of viral infections with potentially devastating
consequences for human health is highly dependent on their underlying
evolutionary dynamics. One likely scenario for an avian influenza
virus, such as A/H5N1, to evolve to one capable of human-to-human
transmission is through the acquisition of genetic material
from the A/H1N1 or A/H3N2 subtypes already circulating in human
populations. This would require that viruses of both subtypes
coinfect the same cells, generating a mixed infection, and then
reassort. Determining the nature and frequency of mixed infection
with influenza virus is therefore central to understanding the
emergence of pandemic, antigenic, and drug-resistant strains.
To better understand the potential for such events, we explored
patterns of intrahost genetic diversity in recently circulating
strains of human influenza virus. By analyzing multiple viral
genome sequences sampled from individual influenza patients
we reveal a high level of mixed infection, including diverse
lineages of the same influenza virus subtype, drug-resistant
and -sensitive strains, those that are likely to differ in antigenicity,
and even viruses of different influenza virus types (A and B).
These results reveal that individuals can harbor influenza viruses
that differ in major phenotypic properties, including those
that are antigenically distinct and those that differ in their
sensitivity to antiviral agents.

INTRODUCTION
Influenza viruses (family
Orthomyxoviridae) possess a negative-strand
segmented RNA genome and enveloped virions. Genetic diversity
in influenza virus is the result of a high rate of mutation
associated with replication using low-fidelity RNA polymerase
and of the reshuffling (or reassortment) of segments among coinfecting
strains. Although the 13.5-kb genome of influenza A virus is
composed of eight segments coding for 11 known proteins, these
viruses are typically categorized by their two surface antigens,
hemagglutinin (HA), of which there are 16 subtypes (H1 to H16),
and neuraminidase (NA), of which there are 9 (N1 to N9) (
9).
All known subtypes are present in aquatic birds of the orders
Anseriformes and
Charadriformes, and a smaller number circulate
in some mammalian species. The HA plays a major role in the
attachment of the virus to the host cell surface by binding
to the sialic acid moiety of host receptors and facilitating
the fusion of the viral envelope with host cell membranes. It
is also the major viral antigen against which neutralizing antibodies
are directed. The NA is important for mobility of the virions
by cleaving the sialic acid residues from the viral hemagglutinin,
which facilitates both entry of the virus into the cell and
release of the viruses during budding (
11).
Most discussions of influenza virus evolution have focused on the process of antigenic drift in which mutations accumulate—most likely by natural selection—in the antigenic sites of the HA and NA, thereby allowing evasion of the host populations acquired immunity to previously circulating strains. Such antigenic variation occurs primarily in the HA1 domain and is clustered into five main epitope regions (19, 20, 22). Although antigenic drift clearly plays a key role in the seasonal evolution of influenza A virus, recent studies making use of large data sets generated by the Influenza Genome Sequencing Project (IGSP) suggest that reassortment may also be important in the generation of antigenically novel isolates by placing diverse HAs in compatible genetic backgrounds (6, 8, 10, 14).
Segment reassortment is also central to the process of cross-species transmission and emergence of pandemic influenza virus. In particular, the segmented nature of the influenza virus genome allows reassortment of gene segments to occur between diverse influenza A virus strains when they coinfect a single host, including those derived from different species. This can result in subtle changes within a subtype, or dramatic changes that occur when different subtypes mix, leading to the generation of novel viruses expressing surface glycoproteins to which a specific host immune system has little if any serological cross-reactivity. Such antigenic shift is believed to have led to the emergence of global human influenza A virus pandemics in 1957 (A/H2N2) and in 1968 (A/H3N2), with new segments ultimately derived from the avian reservoir pool reassorting into human influenza viruses (17).
Given the potential for emerging viruses such as influenza virus to adversely affect the health of human and other animal populations, it is essential to determine the factors that allow viruses to acquire the mutations they need to adapt to new host populations. As a large number of point mutations are thought to be required for an avian influenza virus such as A/H5N1 to evolve sustained transmission in human populations (5), one likely scenario for successful emergence is through the acquisition of genetic material from a viral subtype already adapted to humans, such as A/H1N1 or A/H3N2. This would require that viruses of both subtypes coinfect the same cells, thereby generating a mixed infection, and then exchange genomic segments through reassortment, as was the case in 1957 and 1968. As a consequence, it is crucial to determine the frequency with which mixed infection naturally occurs in influenza A virus as well as its phenotypic consequences. To address these questions we undertook, for the first time, in-depth sequencing of multiple viral genome sequences sampled from individual influenza patients. These studies were performed with approval of the New York State (study numbers 04-103 and 02-054) and University of Pittsburgh (08-110400) institutional review boards.

MATERIALS AND METHODS
Virus isolation.
The virus isolates used in this study were taken from repositories
of human influenza virus samples collected as part of the surveillance
program and diagnostic service provided by the Virus Reference
and Surveillance Laboratory at the Wadsworth Center, Albany
(New York State Department of Health) and the Canterbury Health
Laboratories (New Zealand). Viruses were passaged minimally
in primary rhesus monkey kidney (pRhMK) or Madin-Darby kidney
(MDCK) cell cultures and the RNA was extracted from the clarified
supernatant.
Cloning and sequencing.
cDNA was produced from isolated RNA using Superscript III (Invitrogen) and a universal primer for all segments (Uni12, AGCAAAAGCAGG) (7). PCR was then performed with Expand high-fidelity polymerase (Roche) or AmpliTaq Gold (Applied Biosystems) using primers specific for each individual segment. Amplicons from genomic segments were cloned into a TOPO vector (Invitrogen), and individual clones were picked for sequencing using M13 and degenerate primers specific for regions along the segment sequence. Primer sequences are available on the J. Craig Venter Institute (JCVI) website (http://msc.jcvi.org/influenza).
Whole-genome sequencing of isolates was performed using the high-throughput sequencing pipeline at the JCVI. Briefly, an M13 sequence tag was added to the 5' end of each degenerate primer used for sequencing. Primers are designed to produce approximately 500-nucleotide (nt) overlapping amplicons and 2x coverage of each genomic segment. Each primer pair overlaps with its neighboring primer pair by approximately 100 nt. Additionally, a second set of primers is designed to produce 500-nt amplicons offset by about 250 nt from the original primer pair, providing at least 4x sequence coverage of each segment. Primers were arranged in a 96-well plate format; all reverse transcription-PCRs (RT-PCRs) for each sample were performed in one plate. Genomic RNA was amplified directly by RT-PCR and sequenced. Ninety-six RT-PCRs were performed per RNA sample using a One-Step RT-PCR kit (Qiagen). Sequencing reactions were performed using Big Dye Terminator chemistry (Applied Biosystems) with 2 µl of template cDNA. Each amplicon was sequenced from each end using M13 primers, and sequencing reactions were analyzed on a 3730 ABI sequencer. Cloned segments were sequenced in a similar manner at the University of Pittsburgh Genomic and Proteomic Core Laboratories. After sequencing, the readouts were trimmed to remove amplicon primer sequence as well as low-quality sequence, and segments were assembled individually using the small-genome assembler Elvira (6). The clones are listed in Table 1.
Pyrosequencing.
The primers used to amplify PCR products for pyrosequencing
are the ones from the IGSP pipeline used for whole-genome sequencing.
The primer sequences are available on the JCVI website (
http://msc.jcvi.org/influenza).
Three primer pairs were used to generate overlapping amplicons
(459 to 522 nt in length) covering the HA1 region of the viral
hemagglutinin (130F-589R, 391F-850R, and 453F-975R), one primer
pair was used for the NA segment (380 nt; 180F-560R), and one
primer pair was used for the M segment (450 nt; 478F-928R).
Each amplicon was sequenced from either end. For the M segment,
this resulted in two sets of pyrosequence reads that did not
overlap. The primers were tagged with multiplex identifiers
(Roche) (bar codes) so they could be sequenced with other samples
and recognized individually. Products were sequenced on the
Roche GS-FLX pyrosequencing instrument at the University of
Pittsburgh Genomic and Proteomic Core Laboratories. Samples
were sequenced as part of a larger set on a four-well picotiter
plate, and coverage was aimed to be 50 to 100 times per amplicon.
The number of raw reads generated was 1,270 with an average
length of 188 nt. The base-calling parameters were adjusted
from their defaults to the most stringent values allowed in
an effort to reduce the number of sequencing errors. Reads were
trimmed (leading to an average length of 167 nt) to ensure that
primers used in the PCR amplification step did not modify the
nucleotide sequence. To further reduce the occurrence of sequencing
errors in the data, a statistical error correction procedure
based on that described by Eriksson and colleagues (
4) was applied.
A pairwise alignment of the reads to the consensus assembly
obtained from whole-genome sequencing was performed using MUMmer
(
2), an algorithm which aligns and clusters matches.
Influenza A and influenza B virus real-time single-plex TaqMan RT-PCR assays.
Viral RNA was extracted from 140 µl of primary swab or cell culture supernatant using Qiagen's QIAamp viral RNA kit (Valencia, CA) on a QIAcube (Qiagen). Five microliters of template RNA was added to 20 µl of master mix, and a quantitative one-step RT-PCR was performed using the qScript One-Step qRT-PCR kit of Quanta BioSciences (Gaithersburg, MD). Each assay was run on the Stratagene Mx3000P QPCR system (La Jolla, CA) for detection. Both assays are clinically approved for diagnostic use by New York State's Clinical Laboratory Evaluation Program. The influenza A virus assay targets the matrix protein (M), and the influenza B virus assay targets the nonstructural protein (NS). Both assays were developed in the Laboratory of Viral Diseases at the Wadsworth Center. Cycling conditions were as follows: 20 min at 48°C, 5 min at 95°C, and 45 cycles of 15 s at 95°C and 45 s at 55°C. Initial viral RNA copy numbers from extracted swabs and cultures were calculated from a standard curve compiled from real-time amplification of in-house-developed, amplicon-specific RNA transcripts previously quantitated by UV spectrophotometry. Many steps were taken to prevent cross-contamination of specimens in this study. First, to prevent contamination of the original specimens by the cultured isolates, the original swabs and corresponding cultures were extracted on two separate QIAcube instruments in two different laboratories. Second, negative extraction controls were included to detect cross-contamination events within each extraction. Third, to rule out contamination of the PCR reagents or cross-contamination on the PCR plate, water was included as a no-template control. Finally, RNA from the original specimens was added first on the PCR plate and capped before the addition of any cultured RNA material, positive control material, or amplicon-specific RNA transcripts. We are therefore confident that the results displayed below in Table 4 are due to influenza A and B virus mixed infections and not laboratory contamination.
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TABLE 4. Influenza A and B viral RNA copy numbers from two samples, as determined using quantitative real-time RT-PCR
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Evolutionary analysis.
Sequences were aligned manually and phylogenetic analysis was
undertaken using the maximum likelihood (ML) method available
in the PAUP* package and utilizing TBR branch swapping (version
4.0b10) (
21). In each case the best fit model of nucleotide
substitution (generally GTR+I+
4) was determined using MODELTEST
(
13), and parameter values are available from the authors on
request. A bootstrap resampling procedure was used to assess
the support for individual nodes on the tree, utilizing 1,000
replicate neighbor-joining trees with evolutionary distances
inferred under the ML substitution model.
Nucleotide sequence accession numbers.
Sequences for clones listed in Table 1 have been deposited in GenBank and assigned accession numbers CY039878 to CY039880, CY039882 to CY039892, and CY039938 to CY039984.

RESULTS
More than 1,250 samples of influenza A virus from New York State
and New Zealand have been sequenced and published as part of
the IGSP. In the IGSP standard sequencing pipeline all eight
virus genomic segments of each isolate are reconstructed from
sequenced overlapping PCR products (or amplicons) and consensus
assembly of the sequence reads. No cloning is involved. For
0.5% of the isolates sequenced, irresolvable base calls at multiple
sites in genes indicated virus sequence heterogeneity, and full
genomes could not be assembled. One of these isolates was collected
in New Zealand in 2004, and its assembly led to a large number
of unresolved ambiguities: A/Canterbury/200/2004 (abbreviated
NZ094). We cloned each segment from this isolate to evaluate
the extent of the genetic diversity present. An average of six
clones per segment was sequenced by the Sanger method (Table
1).
Phylogenetic analysis of NZ094 clones revealed that at least two distinct lineages of A/H3N2 were present in this isolate: one closely related to viruses cocirculating in New Zealand during 2004 and a second lineage that clustered with A/H3N2 viruses that became dominant in the following (2005) influenza season in the southern hemisphere (Fig. 1). Notably, one of the nine clones of the M segment was closely related to 2005 viruses that carry the S31N mutation in the M2 ion channel protein and which confers resistance to adamantane drugs (18) (Fig. 1A). The adamantanes (amantadine and rimantadine) normally block the M2 ion channel thus preventing the fusion of the virus and host-cell membranes. A single nonsynonymous point mutation (G to A at nucleotide 92 of the M2 open reading frame, leading to S31N) within the transmembrane region of this protein succeeds in producing a resistant virus.
Analysis of the other seven genome segments confirmed the presence
of these two A/H3N2 lineages (Fig.
1 and
2). Specifically, a
minority of the M, polymerase basic protein 1 (PB1), polymerase
(PA), and nucleoprotein (NP) segment clones were more closely
related to later 2005 viruses rather than to 2004 viruses (Fig.
1). In contrast, all clones for the other segments, HA, PB2,
NA, and nonstructural protein (NS) either fell within the genetic
diversity sampled in 2004 (HA and PB2) or possessed insufficient
phylogenetic signal to clearly resolve evolutionary history
(NA and NS) (Fig.
2). It is important to note that although
two viral lineages must obviously be present in all segments,
these are only clearly distinguishable in the PB1, PA, NP, and
M segments.
This phenotypically important intrahost genetic diversity was
confirmed through deep sequencing of specific regions of the
NA, M, and HA1 domain of the HA derived from patient NZ094.
Specific primers were used to amplify 250- to 400-nt regions
of these segments, and amplicons were subjected to pyrosequencing
on the GS-FLX (Roche/454). In both HA1 and NA, deep sequencing
revealed no mutations characteristic of adamantane-resistant
A/H3N2 (positions 193 and 225 for HA1 and position 93 for NA
[
18]) (Fig.
3). In marked contrast, a comparison with two positions
in the M segment, one that corresponds to a residue in the M1
protein (K174R) and the other to the residue associated with
drug resistance in M2 (S31N), shows the extent of the mixed
variants (Fig.
3).
This complex pattern of genetic diversity indicates that patient
NZ094 was carrying two phylogenetically distinct lineages of
influenza A virus. That individual segments have such different
evolutionary histories is strongly suggestive of mixed infection
with already distinct lineages rather than generation de novo
within this patient. That one lineage contains viruses that
are adamantane resistant while the other does not further indicates
that this patient was coinfected with the "parental" (i.e.,
prereassortant) strains of an adamantane-resistant lineage that
later came to dominate global influenza virus diversity following
a major reassortment event in early 2005, denoted the N lineage
(
18). A detailed analysis of each clone for any of the 17 specific
residues that were shown to be characteristic of the N lineage
(
18) further confirmed the presence of two separate lineages
(Table
2).
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TABLE 2. Amino acid replacements characterizing the adamantane-resistant N-lineage that were found in cloned segments from patient NZ094
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The presence of cocirculating influenza A virus variants within
one individual, with potentially important consequences for
viral emergence, was also apparent in the case of a patient
from New York State. Sample A/NewYork/537/1998 (abbreviated
WW537) was collected during the 1997-1998 northern hemisphere
influenza season. Phylogenetic analysis of eight fully sequenced
HA clones (Table
1) revealed that these fell into two lineages
separated by viruses sampled in other patients (Fig.
4), indicating
that the genetic diversity within this patient was also generated
through mixed infection rather than de novo. Notably, clones
corresponding to these two lineages differed at multiple amino
acid residues in the HA1 domain, suggesting that they are also
antigenically distinct (Fig.
5). Focusing solely on the HA1
domain (residues 16 to 350, from the first methionine), 14 amino
acid changes distinguish the two viral lineages, all falling
at potential antibody binding sites. By comparing the HA1 domain
of the clones to the A/H3N2 strain used in the vaccine that
season, A/Wuhan/359/1995, it is apparent that four of the clones
(Cr08, C036, C006, and Cr07; lineage 1) consistently differ
at 11 residues, again all representing antigenic residues. Indeed,
these four clones are A/Sydney/05/97-like in appearance, such
that they represent a drift variant of the A/Wuhan/359/1995
strain that spread rapidly in 1997 and to which the vaccine
administered throughout North America during that year provided
inadequate protection (
1). A/Sydney/05/97 was chosen for the
vaccine in the following year. This is the first reported case
of a single patient being simultaneously infected with two cocirculating
and antigenically distinct variants.
A final dramatic example of mixed infection was seen in another
A/H3N2 patient from New York State—A/New York/347/1999
(WW347)—who was found to harbor both influenza A and influenza
B viruses. Although this isolate was originally typed as influenza
A virus (GenBank accession numbers AAZ74562 to AAZ74572), a
complete influenza B virus genome was also recovered (GenBank
accession numbers CY037367 to CY037374). No material remained
from the original specimen, a primary swab collected in 1999.
However, a portion of the harvest from the original pRhMK cell
culture inoculated in 1999 was available for analysis. We therefore
quantitated this sample alongside the subsequent, passaged cell
culture isolate by real time-PCR. Diluted viral RNA from recently
circulating 2006 influenza A/H1N1 and B virus strains, originally
isolated in New York State, were used as positive amplification
controls (Table
3). In New York State, this was the only case
found of mixed influenza A and influenza B virus infection out
of the more than 500 isolates analyzed in the IGSP. After reviewing
the more recent Wadsworth Center test records, however, two
additional mixed influenza A/B virus coinfections were noted,
and the relevant samples were retrieved for further analysis.
Influenza A and B viral copy numbers were determined in both
the original primary specimen and the first-passage isolate
for both of these samples, using real-time RT-PCR as described
above. The quantitation results confirm the presence of the
two viruses in both of the primary swabs, as well as in the
first passaged isolate in one of them (Table
4). No influenza
B virus was detected in the other isolate, most likely due to
the relatively low level of influenza B virus in the sample
and consequent overgrowth of influenza A virus.
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TABLE 3. Influenza A and B viral RNA copy numbers from isolate WW347, as determined using quantitative real-time RT-PCR
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DISCUSSION
The vast majority of studies of genetic diversity in acute RNA
viruses have been conducted on an epidemiological scale, in
which a single, consensus sequence is obtained from each infected
individual by direct population sequencing. This sequence by
necessity then describes the most common variant in the intrahost
viral population, thereby masking a myriad of mutant sequences.
This is also true of the data generated under the Influenza
Genome Sequencing Project. The IGSP was launched in 2004 to
enhance the influenza virus genome knowledge base and provide
the scientific community with complete genome sequence data
for influenza A viruses, both in humans and other animal species.
This project allowed an efficient viral genomics pipeline to
be established to sequence various collections of human influenza
virus from naso-pharyngeal specimens, avian influenza virus
from wild bird rectal swabs, and swine influenza virus from
nasal lavage samples. More than 3,000 full influenza virus genomes
have been published since the project began, the majority of
which have been used to explore the epidemiological-scale diversity
of isolates assigned to the same subtype (
8,
12). Indeed, a
number of important and broad-scale conclusions have been drawn
from the consensus sequence data generated by the IGSP, including
the following: (i) multiple lineages of A/H3N2 and A/H1N1 viruses
cocirculate during a single season, indicative of multiple entries
into specific geographic regions (
6); (ii) these lineages undergo
frequent reassortment which may in turn have a major impact
on antigenic evolution (
8); (iii) these lineages experience
complex global dynamics, suggestive of a source-sink ecological
model (
12,
14,
15). More recently, a large-scale survey of genomic
data in wild birds revealed similarly complex dynamics in avian
influenza virus, with extremely high rates of reassortment and
some evidence of interhemisphere viral traffic (
3,
16). Of particular
significance was the observation that approximately 25% of all
the isolates studied may have experienced mixed infection, highlighting
how frequently this process occurs in the avian reservoir population.
Although consensus sequencing is valuable for many aspects of molecular epidemiology, it by necessity cannot shed light on evolutionary processes that take place within individually infected hosts. Our study has revealed a remarkably high level of mixed infection in human influenza virus, including diverse lineages of the same subtype that differ in both their propensity for drug resistance and antigenicity, and lineages of different virus types (A and B). A screening of the first 2,000 influenza virus samples published on GenBank for the IGSP shows that approximately 3% have some evidence of large-scale sequence polymorphism suggestive of mixed infection (unpublished observation). As published consensus sequences are necessarily skewed toward the dominant strain within isolates, this number is almost certainly a major underrepresentation of the true level of mixed infection. For example, we also found the clear signature of an H3N2/H1N1 mixed infection in an isolate (A/Canterbury/247/2005) sampled in New Zealand in 2005, although the primary specimen was no longer available for analysis and we therefore could not confirm that this coinfection was present in the host.
In sum, we propose that mixed infection of diverse influenza viruses, a necessary precursor to reassortment, is a common occurrence during seasonal influenza in humans and will in turn accelerate the rate of adaptive evolution in this virus. In addition, intrahost populations of influenza virus will harbor genetic diversity generated by de novo mutation, which we have not assessed in the current study. As a consequence, we urge that intrahost sequencing be more routinely employed to assess the degree of genotypic and phenotypic diversity in populations of acute RNA viruses. With the advent of high-throughput next-generation sequencing platforms, viral variants are being much more explicitly revealed within specimens, and this type of data can be made available on a routine basis.

ACKNOWLEDGMENTS
The work was supported in part with federal funds from the National
Institute of Allergy and Infectious Diseases, National Institutes
of Health, Department of Health and Human Services, under contract
number N01-AI-30071.

FOOTNOTES
* Corresponding author. Mailing address: Division of Infectious Diseases, University of Pittsburgh School of Medicine, 3550 Terrace Street, Room 830, Pittsburgh, PA 15261. Phone: (412) 383-5850. Fax: (412) 383-5851. E-mail:
elg21{at}pitt.edu 
Published ahead of print on 24 June 2009. 

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Journal of Virology, September 2009, p. 8832-8841, Vol. 83, No. 17
0022-538X/09/$08.00+0 doi:10.1128/JVI.00773-09
Copyright © 2009, American Society for Microbiology. All Rights Reserved.