Thesis Update I Geoffrey Hunter Last Updated: October 16, 2006 Contents 1 Thesis Progress Report I 1 1.1 Timeline: May ’06 - mid Sept ’06 . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1.2 Future Timelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 Research Summary 2.1 2 Active Membrane Changes During Ischemia . . . . . . . . . . . . . . . . . . . . . 2 2.1.1 Anoxia & Acidosis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 2.1.2 Hyperkalemia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 2.2 Passive Membrane Changes During Ischemia . . . . . . . . . . . . . . . . . . . . 5 2.3 Border Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 2.4 Recommended Review Papers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 2.5 Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 3 Opinion 7 3.1 Thesis Ideas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 3.2 Next Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 References 11 1 1 Thesis Progress Report I With this progress report I will summarize the preliminary reading on border zone (BZ) arrhythmias and highlight what I will work on in the coming months. I intend to send out progress reports like this when warranted to those on my supervisory committee and others who are interested to keep everyone in the loop even if I don’t talk to all of you all the time. Prospective Supervisory Committee Chairperson: Prof J. Keener Committee Members: Prof A. Fogelson, Prof P. Bressloff. Possible Committee Members: Prof A. Zaitsev∗ , Prof F. Sachse∗ Additional Correspondence: Dr.Luca Pavarino (U of Milano, Italy) * Faculty at the CVRTI (http://www.cvrti.utah.edu/). 1.1 Timeline: May ’06 - mid Sept ’06 • May ’06 - mid July ’06: General background reading on BZ arrhythmias, ischemia, and cardiac physiology. • July 28 ’06: Attended a talk at the CVRTI by Dr.Luca Pavarino on his research into designing accurate computational models of myocardium. He and his collaborator, Prof Colli Franzone, think that a more detailed model of the passive membrane properties in normal myocardium is required before disease cases can be considered. I e-mailed him after his talk and asked him whether he knew of any math models that showed: healthy tissue + ischemia → BZ arrythmia. He wasn’t aware of any models showing this, but he referred me to some papers that might help ([8], [17], and [19]). He has asked to be updated on my work. • mid July ’06 - late Aug ’06: Minimal reading done. Took the rest of the summer to relax and prepare for last qualifying exam (DE’s). • late Aug ’06 - beg Oct ’06: Passed all qualifying exams (whew!) and am taking currently taking Math Biology, thesis research, a Bioengineering Journal Club, and a computational cardiology reading course with Prof Frank Sachse of the CVRTI. I’m also working on this summary and am trying to formulate possible thesis problems. 1.2 Future Timelines • Dec ’06: Formulate a thesis problem and have the foundation for an oral defense ready. • April ’07: Write and present oral defense. Finalize supervisory committee. • May ’07 - Aug ’07: Cellular or macroscopic wet lab work at the CVRTI. • Oct ’08: Assemble and write thesis. • April ’09: Final defense. 2 2 Research Summary The following is a summary of my preliminary reading on myocardial ischemia as well as border zone and reperfusion arrhythmias. This summary focusses on the time course of ischemia with a particular emphasis on arrhythmogenic mechanisms. I will also summarize some information on border zones and intermittently mention reperfusion arrhythmias. Following the summary, I will make some personal comments and share some thesis problem ideas. 2.1 Active Membrane Changes During Ischemia Active membrane properties are the factors that affect excitation and propagation during the initial stages of acute ischemia and are broken down into three categories: anoxia, acidosis, and hyperkalemia ([3], [22]). 2.1.1 Anoxia & Acidosis Anoxia is an absence or reduction in O2 and acidosis is an abnormal rise in acidity. Ischemic myocardium becomes anoxic and acidic on occlusion, and this adversely affects the function of the myocardium thereafter. Anoxia is first to affect the myocardium. Immediately after occlusion ATP and creatine phosphate concentrations decrease, oxidative phosphorylation is inhibited, and anaerobic respiration begins [3]. This causes a rise in the intracellular concentration of lactic acid and [pH]i [3]. The active pumps, such as the Na+ –K+ pump and SR Ca2+ cycling, are inhibited by reduced ATP levels, so [Na+ ]i and [Ca2+ ]i rise and [pH]i falls ([2], [3], [26]). Meanwhile, [pH]o decreases from the Na+ –H+ exchange and Na+ –HCO− 3 cotransport of H+ to the extracellular space [3]. [pH]o also decreases from lactate transport and diffusion of lactic acid and of CO2 out of the cell ([2], [3]). Lastly, some glycolytic enzymes are inhibited by acidosis, so H+ is a negative feedback mechanism to limit acidification of the cell [3]. 3 2.1.2 Hyperkalemia K+ is the primary determinant of depressed conduction and conduction block [27]. During anoxia and acidosis the active Na+ –K+ pump slows and [K+ ]o accumulates in three phases as illustrated in figure 1 ([2], [18]). Phase I Phase II Phase III [K+]o 5 20 30 Time (min) Figure 1: The three phases of [K+ ]o accumulation Phase I: This phase is characterized by a fast increase in [K+ ]o to 8-12mM within 5-10 minutes after occlusion [27] and is correlated to the rise in phase 1a VT and VF ([12], [18], [27]). Higher [K+ ]o levels depolarize the resting membrane potential leading to an inhibition of INa , the excitatory current ([3], [19]). INa is responsible for the initial depolarization of the membrane and its inhibition decreases the magnitude of the inward current and speed of impulse propagation ([3], [15], [22]). The action potential (AP) duration (APD) decreases ([19], [27]) from activation of the IKATP and IKAAA channels [3]. Sufficient ATP remains to sustain important ionic homeostatic processes even though ATP levels are significantly below normal [3]. Higher resting membrane potentials lead to TQ segment depression (-10 mV to -15 mV) after 1.5 minutes and decreasing action potential amplitude (APA) leads to ST segment elevation (+15 mV to +25 mV) after 4 minutes ([8], [9], [11]). Monophasic AP’s are seen after 8 minutes and the effective refractory period (ERP) increases ([3], [9]). The ST segment, however, will become more depressed as ischemia becomes more transmural [8]. Phase II: This phase is characterized by a plateau or even, perhaps, a slight decrease in [K+ ]o ∼ 8-20 minutes after occlusion as free energy from hydrolysis of ATP stabilizes [3]. During the plateau phase, catecholamines are massively released from nerve endings and cells, glycolysis is stimulated, and lactate production is increased. The plateau level of [K+ ]o is dependent on glycolytic activity. When the heart 4 is depleted of glycogen during successive ischemia periods, lactate production and acidification are less, and [K+ ]o rises faster. [3] Interestingly, impulse propagation might improve from catecholamine stimulation of the Na+ –K+ pump and/or a loss of interaction from depolarized ischemic myocardium [3]. If the tissue is reperfused at a time up to and including this phase, then metabolic and biochemical levels return to normal within 15 minutes of reperfusion ([2], [9], [12]). The highest incidence of reperfusion arrhythmias occurs after 20-30 minutes of ischemia when there is a heterogeneous distribution of reversibly and irreversibly damaged cells [12]. Immediately on reperfusion the AP’s are heterogeneous, out of phase, and may shorten by as much as 60ms [12]. A reperfusion arrhythmia might be triggered by a delayed after depolarization (DAD) and maintained by Ca2+ –entry blockers and by α−adrenergic blocking agents [12]. Phase III: This final phase is characterized by a very fast rise in [K+ ]o [3] and is correlated with rapid conduction failure from gap junction uncoupling and, consequently, with the onset of phase 1b arrhythmias ([12], [27]). Conduction failure accompanies diminished [Na+ ]i and [Ca2+ ]i load and contributes to the substrate for reentry ([3], [27]), while catecholamines can trigger an arrhythmia ([2], [27]). In particular, reversal of neuronal uptake leads to enormous extracellular norepinephrine that induces early after depolarizations (EAD), DAD’s, and triggered activity facilitated by [Ca2+ ]o ([12], [27]). Cell-to-cell uncoupling might be important in the BZ where changes in [K+ ]o and [pH]o are less severe and active membrane properties are less depressed than in the ischemic zone (IZ) [3]. Only partial recovery of myocardium is expected if it is reperfused during or after this phase because of irreversible cell damage (i.e. permanent cell-to-cell uncoupling, muscle tension, and increase membrane permeability) ([2],[9]). The reperfused myocardium can take several weeks to reach a final healed state [12]. The three main currents sensitive to hyperkalemia are: IKo (transient outward current), IKr (delayed rectifying current), and IK1 (inward rectifying current) [2]. 5 2.2 Passive Membrane Changes During Ischemia Passive membrane properties are structural changes that alter extracellular, intracellular, and intercellular resistance and conductance such as gap junction conduction failure and volume changes [3]. These changes changes occur during the later stages of acute ischemia (i.e. during and after phase III hyperkalemia). “Gap junction conductance is modulated by the ionic and metabolic state of the cell, and decreases in response to increased H+ and Ca2+ and decreased ATP.”[3] Volume changes, on the other hand, are modulated by hydrostatic and osmotic pressure that are altered by acidosis and poor circulation ([2], [24]). Like hyperkalemia, passive membrane changes occur in three phases [24]: Phase I: Extracellular longitudinal resistance rapidly increases by 25%-50% because the drop in hydrostatic pressure in the capillaries allows a small amount of interstitial fluid to enter ([3], [24]). Furthermore, membrane resistance decreases when K+ channels are opened and results in improved conductivity since it concentrates the excitatory current (i.e. the space constant decreases) [3]. Phase II: The extracellular resistance increases gradually and cells begin to swell for ∼ 15 minutes after occlusion ([2], [24]). The interstitial space has high osmolarity and begins to draw water from the non-ischemic regions of the heart ([2], [24]). In low flow ischemia there is low metabolite washout and a low osmotic imbalance, so there is low cell swelling [24]. High flow ischemia, on the other hand, leads to high metabolite washout and a high osmotic imbalance between the cell and the extracellular space, so there is high cell swelling [24]. This, in turn, can activate stretch activated channels [27]. Phase III: There is a rapid increase in intracellular resistance from gap junctions closing ∼ 15-30 minutes after occlusion ([21], [24]). Gap junctions close from considerable dephosphorylation of connexin-43 and from an increase in intracellular acidification [24]. “The time course of cell-to-cell electrical uncoupling follows the changes of [pH]i , [Ca2+ ]i , long-chain acylcarnitines, and dephosphorylation of connexin-43 and is associated with the onset of VT, and VF.”[3] In rabbits, for example, intracellular Ca2+ doubles and pH drops to 6.0 before VT and VF [24]. 6 2.3 Border Zones The BZ is the tissue in between the IZ and normal zone (NZ). Often steep gradients in metabolic, ionic, and neurogenic concentrations are found in the BZ [3]. There are many ways experimentalists find the BZ including looking for regions of ST segment elevation and TQ segment depression with multielectrode arrays ([8], [9], [10], [11], [14]), for a large intrinsic deflection in the AP [9], and for steep gradients in either [K+ ]o ([5], [27]) or dominant frequency maps using optical imaging methods [28]. Multielectrode arrays are the most common technique and can have high resolution at the cost of more noise. Optical techniques emerging as a new promising alternative to multielectrode arrays, but these techniques need further development. There are many naturally occurring BZ’s on the heart and these BZ’s are required for normal heart function such as the separation between the left and right ventricles [28] and large differences in conductivity between Purkinje fibers, the bundle of His, and myocardium [20], for example. Ischemia-induced BZ’s are of interest because these are regions of the heart where steep gradients of refractoriness, conduction, ATP, lactate, water, [pH]i , [K+ ]o , [Na+ ]i , [Ca2+ ]i , and catecholamines are found [3]. These gradients are responsible for arrhythmogenic triggers such as wave fragmentation and impulse propagation failure ([3], [5], [9], [28]). Steep [K+ ]o gradients seem to be the most significant gradient in the BZ because of the associated injury currents ([3], [5], [11]) and is correlated with maximum conduction delay in the IZ, VF triggers, spontaneous occurrence of VF, and increased proliferation of wavelets in the BZ during ischemic VF ([5], [27], [28]). 2.4 Recommended Review Papers The following are some (long) papers are listed here for future reference. • Ischemia: [3] (mini-review) and [4] • Ion Channels: [2], [5] • Acute and Chronic Arrythmia’s: [12] • ATP, CP, and lactate BZ data: [9] • Computational Cardiology: [21] • Mechanisms of Cardiac Propagation and Associated Arrhythmias: [13] 7 2.5 Glossary Activation Time Time interval between the onset of the last pacing stimulus and the time of maximum upstroke velocity of the action potential [19]. AP Action Potential APA Action potential amplitude APD The Action potential duration is the time difference between activation and 90% recovery time [19] BZ Border Zone DAD Delayed after depolarization EAD Early after depolarization ESP Epicardial Surface Potential [8] ERF Effective refractory period: Longest coupling interval that did not elicit propagation in the slice after the seventh paced beat [19] IZ Ischemic zone NZ Normal zone VF Ventricular Fibrillation VT Ventricular Tachycardia 3 Opinion I’ve reserved this section for some less scientifically rigorous remarks for discussion purposes. In general the structure of the BZ (i.e. the width, edge contour, the distribution and degree of of cell injury) and its precise role in propagation is unknown. The nature of a BZ depends on the duration and location of ischemia and both of which are significantly affected by the experimental conditions. There are different types of BZ’s with little distinction between each in the literature. In order to have a clear understanding of the distribution and degree of cell injury in the BZ, I think it is necessary to classify the different types of BZ’s based on the duration of ischemia. The following is a summary of the different types of BZ’s but only two of them have been defined explicitly in other papers. 8 • Metabolic BZ [11]: This is the most intuitive definition of a BZ because it relates to the gradients in metabolic concentrations (i.e. ATP, CP, and lactate) in regional ischemia. Janse et al. noted that metabolic BZ’s were not present at least 10 minutes after occlusion although electrical BZ’s were always present [11]. • Electrical BZ [11]: This is the most common BZ discussed in the case of 15-20 minute regional ischemia (i.e. before cell-to-cell uncoupling occurs) and is identified by AP abnormalities and gradients in ion concentrations. The majority of the papers cited in this summary have focussed on this BZ. These papers found that, on average, electrical BZ’s are approx 8-10mm wide ([1], [5], [9], [11], [28]), however, in many cases the BZ was defined to be this width rather than the width being a consequence of the definition. • Phase 1b Arrhythmia BZ: This is the phase III hyperkalemia BZ that results from electrical abnormalities as above in addition to cell-to-cell uncoupling. I don’t recall any models with this type of BZ because of the spatial and electrophysiological complexity involved. This BZ comprises of normal, reversibly damaged, and irreversibly damaged cells, however, the distribution of cell damage in the BZ is unknown. Reversibly damaged cells heal on reperfusion after a long healing phase and this has caused some misinterpretation of the structure of BZ’s in the literature (i.e. claims that the BZ is one cell width instead of 8mm wide). • Chronic Arrhythmia BZ: This is the BZ that affects reperfused hearts that have survived acute ischemia lasting 30 minutes. The tissue comprises of normal and irreversibly damaged cells. Some of the cells are irreversibly damaged because of permanent cardiac remodeling such as cell-to-cell uncoupling, muscle tension, and development of scar tissue. This BZ can be 0.1mm - 1.0mm wide, or only a few cells wide. These BZ’s are frequently modeled in numerical simulations of 2-D and 3-D myocardium and causes reentry and wave fragmentation. • Functional BZ: This BZ might be a special case of electrical BZ’s or deserve a classification on its own. This BZ comprises of normal, ischemic, and abnormally contracting myocardium [1]. The ischemic cells are surrounded by normally perfused myocardium with abnormal contraction characteristics. I have only seen one study with this type of BZ [1], but most of my reading has not focussed on the relationship between ischemia on contraction. 9 The above definitions are based on the duration of ischemia and do not include natural BZ’s that significantly influence propagation in myocardium. Many experimentalists have concluded that the location of the BZ is constant in time regardless of the duration of the ischemia ([6], [9], [11], [25]), although the width might change in accordance to the type of damage the tissue has sustained. A further appeal for a precise definition of the BZ can be found in [7]. 3.1 Thesis Ideas Most thesis problems explore the relationship between the structure of the BZ and AP propagation. 1. How does the distribution of cell injury in the BZ affect AP propagation? • Are there some AP diagnostic tests that an experimentalist can do to deduce the structure of the BZ? • How do cellular differences in metabolic concentrations affect the metabolism and AP propagation in neighboring cells? • What is the role of injury currents across the ischemic BZ in the initiation and maintenance of VF? 2. How is the shape of (or the distribution of cell injury in) the BZ affected by stimulus frequency? • Does the width of the BZ increase with stimulus frequency and/or are only the gradients affected? • Does the distribution of cell injury in the BZ become more uniform or heterogeneous as the stimulus frequency changes? • Is there a “characteristic frequency” that will lead to elongation in the ERP (or changes in the APA, EAD, DAD, etc)? 3. How does the width of the border zone affect AP propagation? • Is there a “characteristic width” that will lead to certain kinds of abnormal AP’s and/or VT/VF triggers? • How does the distribution of cell injury change affect the “characteristic width”? • What is the relative importance of K+ , Na+ , and Ca2+ currents/concentrations at the BZ? Each of the above questions will also focus on... • Electrical BZ’s (i.e. up to the first 15 minutes of occlusion and no irreversible cell injury). • Simulate a chain of (human/guina pig/canine/pig/mammal) myocardium with one end designated as the IZ and the other end as the NZ. 10 I’m not sure how I will model the cells in the BZ or by what measure do I quantify the “degree of cell damage” (i.e. differences in the resting membrane potentials? [Na+ ]i ? [Ca2+ ]i ? [pH]i , [pH]o ?). So far I’ve read ([16], [22], [23], [26]) (and have many more) studies that simulate 1-D chains with complex ion models, but these models have not incorporated a BZ in the simulations. Simulations incorporating BZ’s have only considered Chronic Arrhythmia BZ’s (not electrical BZ’s) and the width of the BZ has been chosen arbitrarily (i.e. using a step function or a linear function spanning 0.1-1.2mm). The only exception is the study done by Peercy and Keener [18], which looks at a 1-D compartment model with reduced HH and LRdI models but I would like to use a more detailed ion model with spatial dependence. A detailed ion model will allow me to show the relationship between ionic mechanisms and the AP and a 1-D chain will permit analysis of a BZ, while avoid the computational complexity of 2-D and 3-D simulations. 3.2 Next Steps In the coming months I will look into the following: • Find and/or define the different types of border zones and what is meant by “cell injury”. • Find other simulations and see how ischemia is modeled. • Look at what has already been done to model single cells and (1-D) coupled cells. • Develop a plan to see what is required to simulate a 1-D chain of cells with detailed physiology. • Search for more simulations incorporating BZ’s. 11 References [1] A.J. Buda, R.J. Zotz, and K.P. Gallagher, Characterization of the functional border zone around regionally ischemic myocardium using circumferential flow-function maps, J. Am. Coll. Cardiol. 8 (1986), no. 1, 150–158. [2] Edward Carmeliet, Cardiac ionic currents and acute ischemia: From channels to arrhythmias, Phys. 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