1 Introduction and Epidemiology of Mycobacterium tuberculosis Complex in Humans
Isdore C. Shamputa,1 Sang Nae Cho,2 Janette Lebron1 and Laura E. Via1*
1National Institutes of Health, Bethesda, USA
2Yonsei University College of Medicine, Seoul, Republic of Korea
History of Tuberculosis
Tuberculosis (TB) is arguably one of the most devastating diseases that have afflicted mankind from time immemorial. Known by many different names throughout history, such as phthisis, scrofula, consumption, Kingâs Evil, lupus vulgaris, the white plague and âcaptain of all these men of deathâ, the scourge remains a significant public health concern. Perhaps the earliest evidence of TB comes from skeletal remains from burial sites from the latter part of the last Stone Age. Both macroscopic as well as microscopic evidence of TB, using modern scientific methods, has been found from excavations of mummified bodies from tombs from ancient Egypt dating as far back as 2400 BC (Allison et al., 1961; Nerlich et al., 1997; Zink et al., 2003). Drawings, pottery and statues of ancient Egypt that date up to 3000 BC have shown physical deformities that appear to show typical characteristics of TB of the spine (Vasiliadis et al., 2009; Dyer, 2010).
The first available writings about âphthisisâ, meaning âwasting awayâ in Greek, by Hippocrates (~460â370 BC) in his Of Epidemics dates as far back as 400 BC. Hippocrates, who is largely thought to be the father of modern medicine, believed phthisis was caused by growths in the lung, which he referred to as tubercular. He described phthisis as the most widespread disease of the era and provided detailed descriptions of the disease that included fevers, sweats, cough and wasting which closely resemble those of TB. The devastating nature of the disease even led Hippocrates to advise other physicians to avoid visiting âconsumptionâ patients with advanced disease because they would inevitably die and destroy the reputation of the attending physician. As pulmonary phthisis was commonly seen among close family members, Hippocrates and others widely considered the disease to be hereditary, a notion that persisted over a century. AretĂŠus, a Greek physician monk, described âconsumptionâ as âa disease with a poor prognosis that was characterized by a chronic discharge of opaque, whitish yellow fluid from the lungsâ (Dyer, 2010, p. 31). He associated people with a pale, slender and weak body type to be highly likely to develop TB. Another Greek physician, Clarissimus Galen (130â200 AD) downplayed the prevailing consideration of TB as a hereditary disease and instead came up with another theory that suggested transmission from person to person as another way by which TB could be spread. This alternate proposition ushered in the possibility, even at this very early stage, of an infectious nature of the disease that would ultimately be proved to be right. Later Girolamo Franscatoro (1478â1553), an Italian physician, suggested that phthisis could be transmitted by invisible particles which he called seminara, and that the disease was a result of a lung ulcer. Franscatoro was also the proponent of the use of the term phthisis to be restricted to the description of only pulmonary consumption instead of its common use that referred to all cases of âwastingâ. The development of techniques for performing post-mortems by Andreas Vesalius (1514â1564) and his colleagues in the 16th century further advanced knowledge of TB by introducing a way in which specific symptoms could be associated with the cause of death.
The precise pathological and anatomical descriptions of the disease only began to appear in the 17th century when in 1679 a Dutch physician, Franciscus de la BoĂ« (Sylvius), identified the âtubercleâ as a consistent characteristic change in the lungs and other areas of âconsumptiveâ patients. One of Sylviusâ students, Thomas Willis (1621â1675), related the localized lesions in the lungs and other organs to the general wasting away of the body. Another of his students, Richard Morton (1637â1698), described the three stages of phthisis: initial inflammation, formation of tubercles, and progression to ulcers and fully fledged consumption disease. Together, Willis and Morton described a form of TB that affected lymph nodes in the neck, which they called scrofula. In 1702, Mange went on to describe the pathological features of miliary TB.
In 1720, an English physician known as Benjamin Marten described the single-celled organisms (contagious microscopic animalcula) and speculated that TB might be caused by âwonderfully minute living creaturesâ which could enter the body and generate lesions and symptoms of phthisis. However, it is thought that most of his work was not taken seriously because it was not published, only appearing among daily newsprints among other non-scientific material (Doetsch, 1978). The first experimental evidence that consumption could be transmitted from humans to cattle and from cattle to rabbits was demonstrated in 1865 by Jean-Antoine Villemin, a French military surgeon. The definitive cause of TB being the tubercle bacilli was only conclusively demonstrated by the German bacteriologist Hermann Heinrich Robert Koch in 1882 when he isolated and cultured bacilli from crushed tubercles. He made his findings public at the Physiological Society of Berlin on 24 March 1882, and later in an article entitled Die Ătiologie der Tuberculose. Three years later, Paul Erhlich discovered the acid-fastness of the TB bacillus (Burke, 1955; Allen and Hinkes, 1982). In 1890, Koch presented findings of a material he had isolated from the tubercle bacilli. He called this tuberculin and wrote that it could ârender harmless the pathogenic bacteria that are found in a living body and do this without disadvantage to the bodyâ (Koch, 1890). Koch even inoculated himself with the tuberculin from which he developed what he termed an unusually violent attack and fever, and also made him wonder whether the test could be used as a diagnostic test for TB (Koch, 1891). The reaction to tuberculin observation was soon picked up and used to develop a skin test that begun to be used widely as a diagnostic tool in cattle. The tuberculin test was subsequently used to assess exposure of humans to the tubercle bacilli and has remained the main screening test for TB exposure to the present day. Kochâs work in unravelling the causative agent of TB was recognized with the Nobel Prize in Medicine or Physiology in 1905.
Mycobacterium tuberculosis, the organism that causes the majority of TB cases in humans, belongs to a closely related cluster of species called the M. tuberculosis (Mtb) complex (MTBC). This complex includes M. bovis (Karlson and Lessel, 1970), which primarily causes bovine TB in cattle, deer and elk, but also causes TB in humans (albeit to a lesser extent), as do M. africanum (Castets et al., 1968) and M. canettii (van Soolingen et al., 1997). Other members of the complex such as M. microti (Wells and Oxon, 1937), host-adapted M. caprae (Aranaz et al., 1999), M. pinnipedii (Cousins et al., 2003) and the newly described member of the Mtb complex, M. mungi (Alexander et al., 2010), have been found infecting goats, seals and banded mongooses, respectively, suggesting that if one were to look hard enough among other social mammals, other host-adapted members of the complex could be identified (Marcel Behr, 2014, personal communication to L.E. Via). Other MTBC species would most likely be found infecting social herbivores and omnivores, as the life history of the organism requires a reasonable density of hosts for successful transmission. Recent genomic analysis of M. canettii strains, which have a much larger genome and colony morphology distinct from most other MTBC, has suggested that the species may be more closely related to the ancestral tubercle bacilli than the MTBC (Supply et al., 2013). The natural reservoir for this species, if it is not humans, is currently unknown.
Consistent documentation of TB remained unavailable until around the 17th century when TB fatalities had reached high proportions in Europe and became the major cause of death by the 20th century. Tuberculosis, which was largely considered to be a disease of the poor, had by this time become established and even afflicted royalty. Over the years it had affected many famous personalities including St Francis of Assisi, Charlotte Brontë, John Keats, George Orwell, Eleanor Roosevelt and Vivian Leigh (Moorman, 1940; Zink et al., 2005; Ducati et al., 2006).
Pathogenesis of TB and Routes of Infection
The pathogenesis of Mtb was tragically illustrated when 250 infants were mistakenly âvaccinatedâ with virulent bacilli rather than the intended M. bovis BCG vaccine stock in LĂŒbeck, Germany, in 1930 (Luca and Mihaescu, 2013). Twenty-nine per cent of the infants died within the first year, but another 135 showed signs of infection yet recovered unaided by existing antibiotic therapy. In the early streptomycin clinical trials of adults with pulmonary TB, roughly 50% showed improvement when assigned to bed rest alone (Fox et al., 1999). Once exposed to Mtb, those who do not develop primary symptomatic disease are estimated to have a 10% lifetime risk of developing clinical disease (Corbett et al., 2003). Tuberculosis in humans is mainly transmitted via the inhalation of infectious droplet nuclei produced by an infectious host while coughing, sneezing or talking. The lungs are the most common site of infection although TB lesions can be found in any part of the body. Other methods of transmission include inoculation and ingestion (Walker, 1910). Transmission by infection was mainly noted among butchers when bovine tuberculous material gained access to the body via small cuts and wounds. Transmission by ingestion, also fairly common at one time for bovine TB, is thought to be fairly uncommon now because most of the milk that is consumed now is pasteurized. Though rare, there have also been cases of transplacental transmission of TB (Lee et al., 1998; Chen and Shih, 2004; Abramowsky et al., 2012).
Tuberculosis infection typically begins when tubercle bacilli aerosolized by someone with infectious TB are inhaled by a susceptible host. The droplet nuclei carrying the bacilli are often small enough to be inspired to the terminal alveoli where the bacteria are engulfed by professional macrophages and may be killed. If some bacilli survive this initial innate immune response, they start replicating in the macrophage and can migrate to nearby epithelial cells (Urdahl et al., 2011). The bacilli can also be disseminated by macrophages to the local lymph nodes using the lymphatic system, and to other parts of the body via the bloodstream, where they can infect other cells. The inflammatory response triggered by this process results in the migration and accumulation of additional immune cells such as neutrophils and lymphocytes to the primary infection site, eventually forming the initial granulomatous lesion or Ghon focus (Gonzalez-Juarrero et al., 2001; Doherty and Andersen, 2005). If the immune system fails to contain the infection, bacilli in the granuloma multiply and cause the granuloma to increase in size and cel...