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Clinical Microbiology Reviews, January 2002, p. 125-144, Vol. 15, No. 1
0893-8512/02/$04.00+0 DOI: 10.1128/CMR.15.1.125-144.2002
Copyright © 2002, American Society for Microbiology. All Rights Reserved.
Moraxella catarrhalis: from Emerging to Established Pathogen
Cees M. Verduin,1* Cees Hol,2 André Fleer,3 Hans van Dijk,3 and Alex van Belkum1
Department of Medical Microbiology & Infectious Diseases, Erasmus University Medical Center Rotterdam EMCR, 3015 GD Rotterdam,1
Department of Medical Microbiology, Eemland Hospital, 3800 BM Amersfoort,2
Eijkman-Winkler Institute for Microbiology, Infectious Diseases and Inflammation, Utrecht University Medical Center, University Hospital G04.614, 3508 GA Utrecht, The Netherlands3
Moraxella catarrhalis (formerly known as Branhamella catarrhalis) has emerged as a significant bacterial pathogen of humans over the past two decades. During this period, microbiological and molecular diagnostic techniques have been developed and improved for M. catarrhalis, allowing the adequate determination and taxonomic positioning of this pathogen. Over the same period, studies have revealed its involvement in respiratory (e.g., sinusitis, otitis media, bronchitis, and pneumonia) and ocular infections in children and in laryngitis, bronchitis, and pneumonia in adults. The development of (molecular) epidemiological tools has enabled the national and international distribution of M. catarrhalis strains to be established, and has allowed the monitoring of nosocomial infections and the dynamics of carriage. Indeed, such monitoring has revealed an increasing number of B-lactamase-positive M. catarrhalis isolates (now well above 90%), underscoring the pathogenic potential of this organism. Although a number of putative M. catarrhalis virulence factors have been identified and described in detail, their relationship to actual bacterial adhesion, invasion, complement resistance, etc. (and ultimately their role in infection and immunity), has been established in a only few cases. In the past 10 years, various animal models for the study of M. catarrhalis pathogenicity have been described, although not all of these models are equally suitable for the study of human infection. Techniques involving the molecular manipulation of M. catarrhalis genes and antigens are also advancing our knowledge of the host response to and pathogenesis of this bacterial species in humans, as well as providing insights into possible vaccine candidates. This review aims to outline our current knowledge of M. catarrhalis, an organism that has evolved from an emerging to a well-established human pathogen.
Moraxella (Branhamella) catarrhalis, formerly called Neisseria catarrhalis or Micrococcus catarrhalis, is a gram-negative, aerobic diplococcus frequently found as a commensal of the upper respiratory tract (124, 126; G. Ninane, J. Joly, P. Piot, and M. Kraytman, Letter, Lancet ii:149, 1997). Over the last 20 to 30 years, the bacterium has emerged as a genuine pathogen and is now considered an important cause of upper respiratory tract infections in otherwise healthy children and elderly people (48, 108, 132, 168). Moreover, M. catarrhalis is an important cause of lower respiratory tract infections, particularly in adults with chronic obstructive pulmonary disease (COPD) (48, 108, 168). In immunocompromized hosts, the bacterium can cause a variety of severe infections including pneumonia, endocarditis, septicemia, and meningitis (48, 63, 72). In addition, hospital outbreaks of respiratory disease due to M. catarrhalis have been described (188, 200), now establishing the bacterium as a nosocomial pathogen. Because M. catarrhalis has long been considered a harmless commensal (48, 124, 126), relatively little is known about its pathogenic characteristics and virulence factors, although developments in this field of research have accelerated over the past 5 years.
The emergence of M. catarrhalis as a pathogen in the last decade, together with the increasing prevalence of ß-lactamase-producing strains, has renewed interest in this bacterial species. In this review, we will summarize important features of this organism, focusing on microbial epidemiology, virulence, immunity, and clinical and molecular-pathogenic aspects of infections caused by this organism.
In the past, M. catarrhalis was considered a nonpathogenic member of the resident flora of the nasopharynx. It was one of the species belonging to the so-called nongonococcal, nonmeningococcal neisseriae, considered to be members of the normal flora. The name of the species has caused considerable confusion. The bacterium was first described in 1896 (98) and was called Micrococcus catarrhalis. Later it was renamed Neisseria catarrhalis. In 1963, Berger showed that the original genus Micrococcus catarrhalis actually contained two distinct species, Neisseria cinerea and N. catarrhalis (16). These species could be separated based on the results of nitrate and nitrite reduction and tributyrin conversion testing. Because of the wide phylogenetic separation between N. catarrhalis and the so-called "true" Neisseria species, observed by a variety of a methods, the bacterium was moved to the new genus Branhamella in honour of Sara E. Branham (49). In 1984, B. catarrhalis was reassigned to the genus Moraxella as Moraxella (Branhamella) catarrhalis (34). This genus now contains both coccoid and rod-shaped bacteria, which are genetically related. The position of M. catarrhalis in the prokaryotic kingdom is shown in Fig. 1. DNA sequencing has substantiated the validity of the current taxonomic classification (84, 191). Many scientists preferred the name Branhamella catarrhalis, and in several recent publications this name is primarily used. As a means of resolving this semantic problem, Catlin (47) has proposed the formation of a new family, Branhamaceae, to accommodate the genera Moraxella and Branhamella. However, comparison of 16S rDNA sequences of Moraxella spp. and these from bacterial species in related genera has demonstrated the close relation of M. catarrhalis to M. lacunata subsp. lacunata and to a "false" Neisseria species, N. ovis. In addition, M. catarrhalis appears to be more closely related to Acinetobacter spp. than to Neisseria spp. (84). On the basis of these results, the latter authors conclude that there is no rationale for a separate Branhamella genus. Consequently, M. catarrhalis is the currently preferred name for this bacterial species.
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ISOLATION AND IDENTIFICATION
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Isolation of M. catarrhalis from clinical specimes, e.g., sputum, can be complicated by the presence of nonpathogenic neisseriae. Selective agar media have been used to isolate M. catarrhalis with some success. For example, acetazolamide, which reduces the growth of Neisseria species when used under aerobic conditions, and the antimicrobial components vancomycin, trimethoprim, and amphotericin B may be included in an agar medium to inhibit the growth of the normal flora (71, 227).
Over the years, the following criteria have been used to unambiguously distinguish M. catarrhalis from other bacterial species: Gram stain; colony morphology; lack of pigmentation of the colony on blood agar; oxidase production; DNase production; failure to produce acid from glucose, maltose, sucrose, lactose, and fructose; growth at 22°C on nutrient agar; failure to grow on modified Thayer-Martin medium; and, finally, reduction of nitrate and nitrite (76, 214). However, it has been shown that growth at 22°C and failure to grow on modified Thayer-Martin medium are not reliable parameters for the correct identification of M. catarrhalis (76). Also, Jönsson et al. (128) showed that colony morphology, Gram stain, and oxidase production were an insufficient group of characteristics to permit correct and final identification of M. catarrhalis in cultures derived from sputum samples. It should be noted, however, that the Gram stain still plays a crucial role both in the isolation of the bacterium from clinical material (e.g., sputum) and in its subsequent identification. In typical Gram stains, M. catarrhalis presents itself as a gram-negative diplococcus with flattened abutting sides. The bacterium has a tendency to resist destaining. Colonies on blood agar are nonhemolytic, round, opaque, convex, and greyish white. The colony remains intact when pushed across the surface of the agar. The bacteria are oxidase positive, but additional tests are needed for routine identification. Positive reactions for DNase production, reduction of nitrate and nitrite, and tributyrin hydrolysis are valuable differentiating characteristics (48, 214, 217). According to Catlin (48), the identity of M. catarrhalis is best confirmed by positive reactions in at least three of these differentiating tests, since none of them is 100% sensitive or specific by itself.
Modern DNA technology has opened new avenues for the detection of M. catarrhalis in clinical materials (e.g., middle ear effusion) without the need for bacterial culture. In particular, PCR tests for M. catarrhalis have been both designed and used for clinical purposes, with direct detection of M. catarrhalis DNA by PCR being concordant with culture and endotoxin detection. However, DNA assays yield significantly more positive results than does culture when, for instance, middle ear effusions are analyzed, which suggests superior sensitivity of the DNA amplification assays (70). The clinical relevance of PCR has been validated extensively in the chinchilla model for otitis media. This animal model was instrumental in demonstrating the quick and effective effusion-mediated clearance of DNA and dead M. catarrhalis bacteria from the middle ear cleft, implying that in this case a positive PCR result was indicative of the presence of viable bacteria (193). Moreover, PCR has also been reliably used for the detection of mixed infections in the same experimental-infection model (11), thereby substantiating the applicability of multiplex PCR approaches for the detection of mixed bacterial infections, e.g., with M. catarrhalis, Haemophilus influenzae, and Streptococcus pneumoniae in a single amplification assay. This approach has even been successful for culture-negative effusion (194). Recently, clinical evaluation of a multiplex PCR specific for the above three pathogens plus Alloiococcus otitidis demonstrated that reliable DNA amplification-based diagnostics of middle ear effusions can be performed in a single working day (113). Furthermore, the sensitivity of the PCR tests corresponds to six or seven genome equivalents, making PCR an unrivaled diagnostic assay (195). However, it has to be emphasized that the technical demands of PCR are still beyond the capacities of many routine microbiology laboratories, although improvements in robotics and other forms of laboratory automation are fast bridging the current gap between theory and practice.
For several reasons, epidemiological studies of M. catarrhalis are difficult. Practical typing systems have become available only recently, and the lack of reliable serological tests is at least partly to blame for this problem. Moreover, the clinical interest in M. catarrhalis is only relatively recent, and many laboratories did not report M. catarrhalis as a pathogen, especially when a well-recognized pathogen (e.g., S. pneumoniae or H. influenzae) was present as well. In addition, as mentioned above, the isolation of M. catarrhalis from sputa is complicated by the presence of nonpathogenic neisseriae. Thus, the use of selective agar media could be advantageous (71, 227).
Conventional and Molecular Typing Systems
Several phenotyping strategies have been described for epidemiological typing of M. catarrhalis, although none of these has been accepted internationally. Serological typing of lipopolysaccharide (LPS) (230), isoelectric focusing of ß-lactamase proteins (179), and electrophoretic profiling of outer membrane proteins (13) have been described but have never been used in large-scale studies. Besides these and some other regularly employed phenotyping procedures (66, 190), other methods based on nucleic acid polymorphism have become available more recently. Comparison of restriction endonuclease analysis with phenotyping (57) has indicated that restriction endonuclease analysis of genomic DNA can be used successfully for delineation of disease outbreaks (134, 188). Also, macrorestriction enzymes and pulsed-field gel electrophoresis have been used to shed light on matters of epidemiological concern (237, 254). An example of the use of PFGE to document patient-to-patient transmission is shown in Fig. 2. The use of strain-specific DNA probes has also been documented (14, 243). Recent studies identified amplified fragment length polymorphism analysis and automated ribotyping as useful typing procedures (32, 235). Moreover, when these two strategies were used, complement-resistant strains of M. catarrhalis were found to form a distinct clonal lineage within the species (Fig. 3) (32, 235). These observations are in agreement with earlier studies identifying M. catarrhalis as a genetically heterogeneous species from which successful clones occasionally proliferate (85). Expansion of such competitive types has also been documented during distinct periods and in particular geographic regions (157). Frequent horizontal gene transfer seems possible (31, 150), and in relation to the observations made for complement resistance, it may be postulated that other phenotypic traits could be acquired through cross-species gene acquisition. For instance, Bootsma et al. (31) demonstrated that the barrier between M. catarrhalis and gram-positive microorganisms may be occasionally crossed by antimicrobial resistance genes.
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FIG. 2. Pulsed-field gel electrophoresis of SpeI-digested M. catarrhalis DNA. Twenty nosocomial isolates were analyzed, which resulted in the identification of several clusters of indiscriminate strains. As indicated at the top, isolates 1 and 2 and isolates 17 and 18 are identical, which fits well with the fact that the strains were isolated from the same patients on separate occasions. Strains 5, 10, 11, and 13 were isolated from different patients hospitalized during overlapping time intervals in the same pediatric department. It was concluded that patient-to-patient transmission occurred in this setting.
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FIG. 3. Dendrogram constructed on the basis of RiboPrint pattern types obtained for 13 complement-sensitive and 2 complement-resistant strains of M. catarrhalis (235). Selected were those RiboPrint patterns that are representative of the diverse genogroups that could be identified. The resistant strains appear to be a more homogeneous group (only 2 closely related types encountered among 47 strains) than are the complement-sensitive strains. The tree was constructed in the BioNumerics program developed by Applied Maths (Kortrijk, Belgium). On the basis of Pearson coefficients and unweighted pair group method using arithmetic averages (UPGMA), patterns were normalized using molecular size markers coanalyzed during pattern creation. The 40 to 100 scale above the dendrogram indicates the percent identity between fingerprints compared. The fully automated RiboPrinter has been developed and marketed by Qualicon, a Dupont subsidiary (Warwick, United Kingdom).
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Carriage
The M. catarrhalis carriage rate in children is high (up to 75%) (89, 230, 231). In contrast, the carriage rate of M. catarrhalis in healthy adults is very low (about 1 to 3%) (69; T. Ejlartsen, Letter, Eur. J. Clin. Microbiol. Infect. Dis., 10:89, 1991). This inverse relationship between age and colonization has been known since 1907 (9) and is still present today (81; C. Hol, C. M. Verduin, E. van Dijke, J. Verhoef, and H. van Dijk, Letter, Lancet 341:1281, 1993). At present, there is no good explanation for the difference in rates of colonization between children and adults; one explanation may be the age-dependent development of secretory immunoglobulin A (IgA). Remarkably, IgG antibody levels do not correlate with the state of colonization or with lower respiratory tract infection with M. catarrhalis in children (82). Interestingly, nasopharyngeal carriage rates are significantly higher in winter and autumn than in spring and summer (230).
Monthly or bimonthly sampling of the nasopharynges of children (n = 120) by Faden et al. (89) revealed the presence of M. catarrhalis in 77.5% of subjects at least once during the first 2 years of life. Furthermore, these authors showed a clear relationship between the frequency of colonization and the development of otitis media. A small Japanese study revealed that colonization in children attending a day care center is highly dynamic (254). Although clusters of genotypes could be discerned and seemed to persist for periods of 2 to 6 weeks, frequent changes in the nature of individual colonizing strains of M. catarrhalis were observed. Of note, rates of isolation of M. catarrhalis are much higher in fall and winter than in spring and summer. This seasonal difference in isolation is less pronounced with S. pneumoniae or H. influenzae (230) but is quite common in viral infections.
Other authors have described a relationship between the frequency of colonization and the occurrence of upper respiratory infection (40, 196, 230, 231). Klingman et al. (139) investigated the colonization of the respiratory tract of patients with bronchiectasis. A subset of these patients was repeatedly colonized with different M. catarrhalis strains. The patients were colonized with the same strain for an average of 2.3 months as determined by restriction fragment length polymorphism patterns, and colonization with a new strain did not correlate with changes in clinical status. Although not studied in detail, there are indications that adults with chronic lung disease are colonized at a higher rate than are healthy adults (169).
M. catarrhalis is now considered an important pathogen in respiratory tract infections, both in children and in adults with underlying COPD. Occasionally, the bacterium causes systemic disease, e.g., meningitis and sepsis (2, 48, 59, 75). Bacteremia due to M. catarrhalis should be considered especially in febrile children with an underlying immune dysfunction and an upper respiratory tract infection (2). In addition, M. catarrhalis may be the single cause of sinusitis, otitis media, tracheitis, bronchitis, pneumonia, and, less commonly, ocular infections in children. In children, nasopharyngeal colonization often precedes the development of M. catarrhalis-mediated disease (89). Below we summarize the clinical features of childhood disease.
Sinusitis
Sinus development is a process that may take up to 20 years, although the ethmoid and maxillary sinuses are already present at birth; the development of sphenoid and frontal sinuses starts in the first few years of life (55). Sinusitis is a very common infection in early childhood, accounting for about 5 to 10% of upper respiratory tract infections (239, 240; E. R. Wald, Editorial, Pediatr. Ann. 27:787–788, 1998). It is often underdiagnosed in children because the symptoms are nonspecific. In addition, physical examination and radiology are of little value in young children, and an etiologic diagnosis requires culturing an aspirate of sinus secretions (28). In acute sinusitis (where symptoms are present for 10 to 30 days) and subacute disease (30 to 120 days), S. pneumoniae, H. influenzae, and M. catarrhalis are the most frequently isolated bacterial pathogens (27, 28, 46, 239, 240; Wald, Editorial). S. pneumoniae is found in 30 to 40% of patients, while H. influenzae and M. catarrhalis each account for approximately 20% of cases. Interestingly, in children with asthma, the same distribution of bacterial pathogens is found (238), although Goldenhersch et al. (103) isolated M. catarrhalis as the predominant pathogen in subacute or chronic sinusitis (symptoms present for more than 30 days) in children with respiratory allergy. It has been suggested that there is a possible underestimation of isolation rates for M. catarrhalis, since the bacterium stops growing in environments with reduced oxygen concentrations, a condition frequently present during sinusitis and otitis media (39, 204). This would indicate an even greater role for M. catarrhalis in the etiology of these infectious diseases.
Otitis Media
Acute otitis media (AOM) is a very frequent infection in children: before the age of 1 year, around 50% of children have experienced at least one period of AOM. This proportion rises to 70% at the age of 3 years (136, 222; M. L. Kabongo, Letter, Am. Fam. Physician 40:34, 39, 1989). Undoubtedly, it is the most serious and frequent infection caused by M. catarrhalis in children, and as such M. catarrhalis causes tremendous morbidity and requires the widespread use of antibiotics (20, 58, 88, 89, 97, 136, 137, 230). While not frequently encountered as a pathogen, M. catarrhalis has been recognized as a specific pathogen in AOM for nearly 70 years (109). Since 1980, a marked increase has been reported in the isolation of M. catarrhalis from middle-ear exudates (26, 141, 155, 213). This increase in M. catarrhalis isolation to approximately 15 to 20% (187) has been accompanied by the appearance of ß-lactamase-producing strains, which now account for approximately 90 to 95% of isolates. However, the exact magnitude of this apparent increase in isolation rates may not have been adequately measured yet (155), since tympanocentesis and culture of middle ear fluid are not performed routinely. Patel et al. (187) cultured the middle ear fluids of 99 children with AOM and isolated S. pneumoniae, nontypeable H. influenzae, and M. catarrhalis from 39, 30, and 25% of subjects, respectively. Again, the isolation rates for M. catarrhalis might be an underestimation, given the relatively anaerobic environment of the middle ear during infection (8). In a study using PCR, M. catarrhalis DNA was detected in 46.4% of pediatric chronic middle ear effusion specimens (n = 97), compared to 54.6% for H. influenzae DNA and 29.9% for S. pneumoniae DNA (194). A large percentage (48%) of specimens was PCR positive and culture negative, whereas all culture-positive specimens were also PCR positive. It is very unlikely that the PCR-positive yet culture-negative specimens reflect the persistence of DNA from old infections (10, 193, 194). The severity of symptoms and numbers of bacteria in middle ear fluid appear to be lower for M. catarrhalis than for S. pneumoniae or H. influenzae (87).
Lower Respiratory Tract Infections
Although lower respiratory tract infections in children are a common cause of morbidity and even mortality among children worldwide, obtaining a microbiological diagnosis is notoriously difficult. Most studies use combinations of serological and conventional microbiological (e.g., culture- or PCR-based) methods. Many of these methods have only been used within a research setting and are not always reliable or readily available to clinicians. As a consequence, data concerning the role of M. catarrhalis in lower respiratory tract infections are not conclusive. Lower respiratory tract infections due to M. catarrhalis appear to be relatively rare during childhood, with most infections occurring in children below the age of 1 year (35). Korppi et al. (140) have investigated the seroconversion to M. catarrhalis in patients who were hospitalized with middle (laryngitis, tracheitis, bronchitis) and lower respiratory tract infections. They found seroconversion in only 4 (5%) of 76 children who had M. catarrhalis-positive nasopharyngeal aspirate cultures compared to 4 (1%) of 373 children who had negative cultures. According to their results, M. catarrhalis is not a likely cause of these infections in children. However, in contrast to these findings, several other studies have indeed implicated M. catarrhalis in lower respiratory tract infections in children. First, M. catarrhalis has been isolated in pure culture from secretions obtained by tracheal aspiration in neonates, infants, and children with pneumonia (15, 21, 107, 155). Underlying bronchopulmonary dysplasia has been suggested as a predisposing factor in these cases (15, 60). Second, in a prospective study combining microbiological and clinical criteria, M. catarrhalis was identified as a significant respiratory pathogen in children (35). Third, both local and systemic antibody responses to M. catarrhalis infection have been documented in several studies (25, 51, 90, 91, 101, 102). Pneumonia in children can be complicated by bacteremia with M. catarrhalis (59, 123, 224). For example, Ioannidis et al. (123) have presented data on 58 cases of M. cattarhalis bacteremia, including cases in 28 children younger than 12 years. Most patients (ca. 70%) had an underlying disease (malignancy and/or neutropenia, underlying respiratory tract disorder), and an associated respiratory tract infection was identified in half of the patients. In children with bacteremia, skin lesions such as purpuric and petechial rash were frequent. Of 58 patients, 12 died (21%), including 4 of 5 patients with endocarditis and 4 of 7 patients who did not receive therapy. In conclusion, although the current literature does not provide a definite answer, the available data suggest that M. catarrhalis can be involved in lower respiratory tract infections in children.
Other Infections
M. catarrhalis has been implicated as a cause of bacterial tracheitis in childhood (23, 36, 86, 155; V. K. Wong and W. H. Mason, Letter, Pediatr. Infect. Dis. J. 6:945–946, 1987), for which preceding viral infection has been considered a significant predisposing factor (Wong and Mason, Letter). In addition, a role for this microorganism has been suggested in conjunctivitis and keratitis (152, 155), although reports on ocular infections have been rare (1, 152, 247; R. L. Bergren, W. S. Tasman, R. T. Wallace, and L. J. Katz, Letter, Arch. Ophthalmol. 111:1169–1170, 1993). Finally, one case of fatal meningitis due to M. catarrhalis has been reported (63).
M. catarrhalis has been associated with a variety of clinical syndromes in adults; the most frequent are discussed in more detail below. It has to be emphasized, however, that M. catarrhalis can also manifest itself as a pathogen in the nosocomial setting. A rare but very serious and frequently lethal infection with M. catarrhalis appears to be endocarditis (123, 180, 219).
Laryngitis
M. catarrhalis is the most common bacterial species isolated from adult patients with laryngitis. Schalén et al. (209, 210) found that of 40 adults with this disease, 22 were infected by M. catarrhalis (55%), compared to 0 of 40 healthy adults. Even so, the exact role of M. catarrhalis, either as an innocent bystander or as a causal microorganism in the pathogenesis of adult laryngitis, is not fully understood.
Bronchitis and Pneumonia
M. catarrhalis is not a common cause of lower respiratory tract infections in healthy adults. However, the bacterium causes pulmonary infections in three separate clinical settings (169): (i) in COPD patients, (ii) pneumonia in the elderly, and (iii) as a nosocomial respiratory tract pathogen.
M. catarrhalis is a common cause of exacerbations in COPD (35, 43, 64, 83, 108, 160, 165, 178, 182, 192, 208). In COPD and otitis media, only S. pneumoniae and nontypeable H. influenzae are isolated more often than M. catarrhalis, yet the frequency of isolation of M. catarrhalis from sputa has risen during the past 10 to 15 years (35, 64, 160). This rise cannot be ascribed only to an increased awareness in the laboratory (64). One study has shown M. catarrhalis to be the single most isolated pathogen in COPD (218). Sarubbi et al. (208) reviewed all respiratory tract cultures (n = 16,627) performed over a period of 42 months and identified M. catarrhalis in 2.7% (n = 457) of these cultures. In this study, M. catarrhalis was found to be the second most commonly isolated respiratory tract pathogen after nontypeable H. influenzae but ranking before S. pneumoniae. In addition, these and many other authors (62, 64, 69, 192, 208, 251, 252) demonstrated striking seasonality, with winter and spring being the periods with the greatest incidence of M. catarrhalis isolation. This pattern is not found with S. pneumoniae or H. influenzae (64, 69). Preceding viral respiratory tract infection caused by respiratory syncytial virus, for example, could be a factor in the seasonal variations which have been observed with M. catarrhalis infections, although this hypothesis remains untested (69, 229).
The typical clinical picture of an M. catarrhalis respiratory infection is that of tracheobronchitis, presenting with cough and production of purulent sputum. Pneumonia caused by M. catarrhalis tends to be a relatively mild disease. It differs from bronchitis by the presence of mostly lower-lobe infiltrates on chest X rays (108, 182, 218, 252). High fever, pleuritic pain, and toxic states are uncommon, as are empyema and bacteremia (108, 182, 192, 218, 252). Collazos et al. (59) reviewed 15 cases of bacteremic pneumonia due to M. catarrhalis that had been reported in the literature. These cases (nine in adults and six in children) were similar in both characteristics and clinical symptoms to those described for patients with bronchitis or pneumonia without bacteremia. The mortality rate for these bacteremic cases was 13.3%. An even larger review by Ioannidis et al. in 1995 (123) described the clinical spectrum of M. catarrhalis bacteremia in 58 patients. Predisposing factors were present in more than 70% of the patients and included neutropenia, malignancy, and respiratory impairment, either alone or in combination. In this study, maculopapular rash appeared to be a relatively rare symptom and was most frequently seen in patients with neutropenia. Mortality was high (29%) among patients with underlying respiratory disease, and the infection was more severe when the patient was coinfected with other respiratory tract pathogens. The overall mortality related to respiratory infection appears to be relatively low (around 10% [12, 108, 252]). Even so, M. catarrhalis pneumonia often occurs in patients with end-stage pulmonary or malignant disease, and the short-term mortality in some patient categories is as high as 45% (252). Most patients are elderly (older than 65 years), and 90 to 95% of patients have underlying cardiopulmonary disease (12, 108, 252), with COPD being present in the majority of cases. Many patients appear to be malnourished (252). A large percentage (>70%) are smokers or exsmokers (69). Men appear to be at greater risk than women, although this observation could be confounded by, for instance, smoking habits (12, 59, 69, 108, 182).
Research into the colonization and infection of bronchiectasis patients with M. catarrhalis over time has indicated that a subset of patients (around 20%) appeared to be chronically colonized with M. catarrhalis, sometimes consecutively with four different strains. A causal relation between isolation of the bacterium and exacerbations could not be proven, although its presence in a large proportion of patients suggests a causal role (139).
An additional organism can also be isolated from about 40 to 50% of sputum cultures; in most cases, S. pneumoniae or H. influenzae are isolated (12, 108, 182, 192). For several reasons, it is important to define the role of M. catarrhalis in these mixed infections, particularly with respect to the adequate management of patients and specific antibiotic therapy. In a mixed infection with S. pneumoniae, for example, should treatment for M. catarrhalis be considered at all, or can antibiotic treatment be targeted at the pneumococcus alone?
Nosocomial Infections
That nosocomial infections could be caused by M. catarrhalis has been suggested by several investigators (15, 19, 35, 60, 67, 107, 108, 188, 200). In the past it has been difficult to confirm the spread of the organism among hospitalized patients, because of the lack of a reliable typing system. Furthermore, because of the mildness of the disease, nosocomial spread can be overlooked or simply disregarded. Patterson et al. (188) used restriction endonuclease analysis to confirm an outbreak in a hospital unit. Strains from five patients and two staff members yielded identical genotype patterns when this technique was used. During the investigation of another putative outbreak, immunoblotting with normal human serum was combined with restriction endonuclease analysis to type M. catarrhalis strains. Six M. catarrhalis isolates from a cluster of infections involving five patients in a respiratory unit were shown to be identical to each other and different from other, unrelated strains from the same institution (200). Both methods provided good discrimination between strains, but they were not always in complete agreement (166, 200). Thus, the use of more than one typing technique was recommended. Another useful option would be restriction endonuclease analysis with several enzymes rather than just one. Clear vehicles of bacterial dissemination have not yet been identified in the clinical setting. However, Ikram et al. (122) found the nosocomial spread of M. catarrhalis to be common, especially in respiratory wards. They also showed that considerable contamination of the environment with M. catarrhalis may occur, implying a possible aerosol-mediated mode of dissemination. Thus, important questions remain to be answered with regard to the nosocomial spread of M. catarrhalis, including the identification of the reservoir of infection and the mode(s) of transmission. Person-to-person transmission (122, 161, 188, 200) and spread from environmental sources (44, 122) have been implicated in nosocomial transmission on the basis of circumstantial evidence; of possible significance is the observation that the bacterium is able to survive in expectorated sputum for at least 3 weeks (44). Nursery schools are sites where frequent exchanges of strains may occur (254). Preliminary data do reveal that this may indeed be important in the epidemiology of M. catarrhalis carriage (unpublished observations).
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ANTIMICROBIAL SUSCEPTIBILITY
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Apart from its almost universal ß-lactamase-mediated resistance to penicillins and its inherent resistance to trimethoprim, M. catarrhalis remains universally sensitive to most antibiotics used in the treatment of respiratory infections (18, 119, 159). A recent large international study, the Alexander Project 1996–1997, revealed that 100% of isolates were susceptible to amoxicillin-clavulanic acid, cefixime, chloramphenicol, ciprofloxacin, and ofloxacin (92). For some antibiotics (cefaclor, ceftriaxone, and doxycyclin) a small increase (<0.5%) in the incidence of resistant strains was noted over the years. The clinical relevance of this increase is still unknown. Of note, strains that produce ß-lactamase are expected to be resistant to penicillin, ampicillin, amoxicillin, and piperacillin (18, 33, 99, 130).
ß-Lactamase Production
Before 1970, no M. catarrhalis isolate was observed to produce ß-lactamase (48, 245); the first ß-lactamase-positive strain was isolated in 1976 (245). By 1980, however, 75% of M. catarrhalis isolates from the United States produced ß-lactamase (244). By 1990, about 80% of respiratory M. catarrhalis isolates from the United States (130) and over 90% of isolates from England and Scotland were positive for ß-lactamase (99). Recent studies from Australia, Europe and the United States all noted ß-lactamase production in over 90% of isolates (74, 95, 154, 223, 231, 242, 251). Walker et al. (242) investigated trends in antibiotic resistance of M. catarrhalis isolates (n = 375) in a single hospital over a 10-year period (1984 to 1994). During this period, the number of isolates showing ß-lactamase production increased from 30 to 96%. Moreover, a trend toward reduced susceptibility to four ß-lactam antibiotics, penicillin G, ceftriaxone, amoxicillin-clavulanic acid, and imipenem, but not cefamandole, was observed (although this was not clinically relevant). For of penicillin and ceftriaxone, this trend was due to an increased frequency of ß-lactamase-positive isolates. However, the increase in the MIC of amoxicillin-clavulanic acid and imipenem was not due to the increased frequency of ß-lactamase-positive strains but occurred mainly within the group of ß-lactamase-positive strains. These observations indicate either (i) a selection for more efficient ß-lactamases, (ii) a more efficient production of a ß-lactamase, or (iii) selection for additional resistance determinants. Given the high percentage of strains that produce ß-lactamase and despite the fact that successful amoxicillin treatment of patients infected with ß-lactamase-positive M. catarrhalis has been reported, clinicians should assume that all isolates of M. catarrhalis are resistant to amoxicillin, ampicillin, piperacillin, and penicillin (73, 147).
In M. catarrhalis two types of ß-lactamases can be found that are phenotypically identical: the BRO-1 and BRO-2 types. Both are membrane associated, and they differ by only a single amino acid. The enzymes are encoded by chromosomal genes, and these genes can be relatively easily transferred from cell to cell by conjugation (159, 245). Fortunately, both enzymes are readily inactivated by ß-lactamase inhibitors, and all isolates are still susceptible to amoxicillin in combination with clavulanic acid (119, 159). BRO-1 is associated with higher MICs than is BRO-2; the difference is attributed to the production of more enzyme as a consequence of the higher transcriptional activity of the BRO-1 gene. BRO-1 is the most common enzyme and is present in ca. 90% of ß-lactamase-positive strains (159, 245). Recent studies have shown that the ß-lactamase of M. catarrhalis is lipidated, suggesting a gram-positive origin. M. catarrhalis is the first gram-negative bacterial species possessing such a lipidated BRO-type ß-lactamase (31). This adds to the complexity of the dissemination of antibiotic resistance traits among M. catarrhalis strains in the sense that there seems to be a possibility for the acquisition of genes even from the gram-positive gene pool. The G+C content of the BRO genes provides additional proof of their non-Moraxella origin and suggests a recent acquisition event. The lack of a genetic barrier between gram-negative and -positive bacterial species is a reason for clinical concern, and additional research on the mechanism of DNA uptake by M. catarrhalis is certainly warranted.
ß-Lactamase from M. catarrhalis not only protects the bacteria producing the enzyme but also is thought to inactivate penicillin therapy of concomitant infections by serious airway pathogens such as S. pneumoniae and/or nontypeable H. influenzae (37, 38, 42, 115). This phenomenon is referred to as the indirect pathogenicity of M. catarrhalis. Indeed, in such circumstances, treatment failures have been reported (187, 230), demonstrating the importance of reporting not only pure but also mixed cultures positive for M. catarrhalis (246).
Lipooligosaccharides
Lipooligosaccharide (LOS) is an important virulence factor of gram-negative bacteria. M. catarrhalis LOS appears to be semirough, meaning that it contains only one repeating O antigen at best (96, 118). In addition, it appears to be more antigenically conserved among strains than does the LOS of other gram-negative bacteria (171). This suggests that it will probably not serve as a useful basis for a typing system (71). Even so, Vaneechoutte et al. were able to distinguish three LOS types, A, B, and C, by enzyme-linked immunosorbent assay; these types accounted for more that 95% of all strains. Type A represents the great majority of strains (61%), with types B and C containing more limited numbers of strains (29 and 5%, respectively); 5% of strains remain unidentified (228). The various types can be discriminated by biophysical differences imposed by the presence of serotype-specific LOS structures (Fig. 4) (79, 118). There is a common polysaccharide inner core in serotypes A, B, and C, which can, at least in part, explain the existing cross-reactivity between the serotypes. The antigenic specificities of the three serotypes are caused by differences in terminal sugars of one of the branches (118). Moreover, a structural overlap was documented with the LPS moieties from species of the Neisseria and Haemophilus groups. The LOS of serotype B and C contain oligosaccharide chains of variable length. This could be due to phase-variable expression of the biosynthetic genes, as suggested by the presence of tandem repeats (189). Another explanation offered is that variations in the activity of enzymes involved in cell wall assembly (influenced by environmental factors or growth rate, for example) result in a different oligosaccharide (118). LOS is also present in culture supernatants of M. catarrhalis as a part of subcellular elements called blebs. These small vesicles may facilitate the distribution of LOS in the host environment. Whether these structures serve some physiological function is currently unknown. LOS serotype A, once adequately detoxified, can be used as a vaccine when conjugated to a protein carrier (120). Increases in the levels of anti-LOS IgG are observed on immunization. The increased levels of antibodies enhanced clearance of bacteria from the lungs of mice after an aerosol-mediated M. catarrhalis infection. Detoxified M. catarrhalis LOS conjugated to the high-molecular-weight (HMW) surface protein of nontypeable H. influenzae provides a potentially very interesting bivalent vaccine (see also below).
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FIG. 4. Schematic structure of the LOS moieties that cover the surface of the M. catarrhalis cells. Three main serotypes, A, B, and C, can be discerned, which differ in the nature of the R group. Abbreviations: D-Galp,  -galactose phosphate; Kdo, 2-keto-3-deoxyoctonate; GlcpNac, N-acetyllactosamine.
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Peptidoglycan
Regarding the peptidoglycan, the studies by Keller et al. (135) indicate that M. catarrhalis organisms have a multilayered peptidoglycan architecture. This peptidoglycan layer was shown to be responsible for the extraordinary capacity of the organism to trigger various functional capacities of macrophages. Secretion of tumor necrosis factor and nitrite metabolism plus the cells’ tumoricidal activity were clearly enhanced. This triggering capacity could be, at least partially, an explanation for the low virulence of M. catarrhalis. It seems as if peptidoglycan is involved in some sort of suicidal activity, and further studies into the basic mechanisms of this phenomenon are certainly needed.
Outer Membrane Proteins
In contrast to other nonenteric gram-negative bacterial species, the outer membrane protein (OMP) profiles of different M. catarrhalis strains show a high degree of similarity. Using sucrose gradient purification of M. catarrhalis outer membranes and sodium dodecyl sulfate-polyacrylamide gel electrophoresis, Murphy and coworkers identified eight major proteins, designated OMPs A through H, ranging from 21 to 98 kDa (13, 170, 177). OMPs C and D appeared to be two different stable forms of the same protein, the CD protein. The strong degree of similarity of OMP profiles explains why serotyping systems on the basis of OMP profiles are of little epidemiological use. On the other hand, these well-conserved surface proteins could be interesting vaccine candidates. In recent years the genes for several of these outer membrane proteins have been mapped and characterized in more detail.
In addition to OMPs A to H, Murphy and Klingman described a novel OMP, designated HMW-OMP or ubiquitous surface protein UspA (138). UspA has recently been shown to be encoded by two different genes, which share the coding potential for a homologous, internal protein domain of more than 90% amino acid sequence homology (4). Additional UspA-like genes have been discovered (144). Mutation in the UspA1-encoding gene resulted in an attenuated phenotype: adherence capacities of the deletion mutant were significantly decreased (3). Furthermore, it was demonstrated that UspA2 is essential for complement resistance (3, 144). Protein purification studies provided proof that the UspA1 protein binds specifically to HEp-2 cells and has an affinity for fibronectin (163). The UspA2 protein, on the other hand, preferentially binds to vitronectin. Both purified proteins are immunogenic in mice, and immunized animals clear bacteria from their lungs more rapidly than do nonimmunized mice (163). Genetic studies have shown that intraspecies variability in the genes can be attributed mainly to variation in regions of repetitive DNA in the genes (61). In addition, electron microscopy of M. catarrhalis strains has revealed that the UspA1 and UspA2 proteins present as "lollipop-shaped" structures protruding from the bacterial surface (114). Interestingly, the structure of the Yersinia adhesin (YadA) protein of Yersinia enterocolitica, a protein involved in adhesion and defence against complement-mediated killing, has a very similar overall structural organization and function (114, 207). Moreover, many related genes have been identified in the genomes of a wide variety of bacterial species, suggesting that the proteins serve essential and universally required functions. Although the UspA1 and UspA2 antigens currently are the best-studied M. catarrhalis proteins, their vaccine potential still is matter of ongoing investigations (see also below).
The heat-modifiable CD OMP could be cloned and expressed in Escherichia coli. The gene appeared to be strictly conserved among M. catarrhalis strains (175). Homology was found with the porin F protein (OprF) of Pseudomonas spp. (R. de Mot and J. Vanderleyden, Letter, Mol. Microbiol. 13:379–380, 1994) and with an OmpA-like protein from Acinetobacter spp. (184), indicating transspecies conservation that is generally associated with functional importance. The CD protein was found to be involved in binding purified human mucin from the nasopharynx and middle ear but not in binding mucin from the saliva and tracheobronchial mucin (22). The CD protein is a potential vaccine candidate (253), and antibodies raised in mice enhanced clearance in a pulmonary challenge model (176).
M. catarrhalis expresses both transferrin and lactoferrin receptors on its surface, named transferrin-binding proteins A and B (TbpA and TbpB) and lactoferrin-binding proteins A and B (LbpA and LbpB) (30), respectively. These proteins are partially homologous at the genetic level. In addition, homologous proteins of the lactoferrin-binding proteins as well as the transferrin-binding proteins are found in Neisseria spp., Haemophilus spp., and other gram-negative bacteria. These proteins provide the cell with the capacity to acquire iron by sequestering it from host carrier proteins (5, 45, 78). The receptors themselves appear to be significant virulence factors, since mutation analysis of the transferrin receptor has demonstrated an impaired growth capacity for the mutated strain. The receptors are also immunogenic and may be interesting vaccine candidates (54, 255). Several genes are associated with this iron acquisition machinery, with some functioning as associate receptors and others functioning as facilitating factors (148). Molecular knockout of the gene for transferrin-binding protein TbpB revealed that in the presence of a TbpB-specific monoclonal antibody and human complement, the mutant resisted killing, in contrast to the wild type, which was rapidly killed (149). However, the epitope recognized by the monoclonal antibody was surface expressed in only one of three clinical isolates.
The OMP E antigen appears to be of low immunogenicity, but it does possess universally surface-expressed epitopes in different M. catarrhalis strains (24). It is a relatively highly conserved protein, for which no definite function has yet been defined, although it may have a function in the uptake of nutrients (i.e., fatty acids) by the bacterium (173). In addition, this recent study found an increased sensitivity to complement-mediated killing in a knockout mutant of OMP E.
Important goals for present and future investigations are to determine the antigenic variability of OMPs, to find antigens that generate protective antibodies, and to determine the precise function of these proteins in the pathogenesis of diseases caused by the bacterium.
Pericellular Structures
The attachment of bacteria to mucosal epithelial cells is often mediated by pili or fimbriae. Some studies have provided evidence for the expression of pili by M. catarrhalis (156), whereas others have been unable to demonstrate their presence (7, 110). Consequently, some strains may be pilus positive whereas others have been proven to lack pili (7, 202). Pili are composed of polymerized protein subunits called pilins. Marrs and Weir (156) found several characteristics that point to the presence of type 4 (MePhe) pili in M. catarrhalis. In addition, electron microscopic data revealed that besides pili similar to those of type 4, an additional non-type 4 class of pili exists. Elucidation of the prevalence and role of these pili in the pathogenesis and host response to M. catarrhalis requires further study (171), although preliminary studies have already revealed that fimbriated bacteria bind more efficiently to lower bronchial epithelial cells than nonfimbriated bacteria do (201).
Capsule
The presence of a polysaccharide capsule has been previously suggested (7). Capsules are considered to be an important virulence factor in both gram-positive and gram-negative bacteria. Unlike the situation in many other bacterial pathogens, the capsule is not detectable when colonies of M. catarrhalis are examined on agar plates. More research is necessary to definitely demonstrate the presence of a capsule and to define its role, if any, in virulence.
In general, the pathogenicity and virulence of a microorganism are determined by its ability to avoid host defense mechanisms. Smith (215) recognizes five cardinal requirements for a bacterium to be virulent: (i) binding, colonization, and infection of mucous surfaces; (ii) entry into host tissues; (iii) multiplication in the in vivo environment; (iv) interference with host defense mechanisms; and (v) production of damage to the host. Relatively little is known about the precise virulence traits of M. catarrhalis. Below, information will be provided on bacterial adherence and models of infection, whereas complement resistance will be presented as an example for some of these general virulence features. It has to be emphasized, however, that a complete insight into the full virulence gene repertoire is still lacking. For example, it has been demonstrated on the basis of DNA hybridisation studies that M. catarrhalis harbors homologues of phase-variable H. influenzae virulence genes (189). The precise nature of these genes has yet to be elucidated, which implies that on the basis of relatively straightforward cloning experiments, several new virulence genes could well be identified in the near future.
Adherence
It is noteworthy that only a small number of studies on the precise interaction between M. catarrhalis receptors and human antigens have been undertaken. An elegant study was presented by Reddy et al. (198). Using a purified middle ear mucin glycoprotein, they showed that only the CD protein of M. catarrhalis was capable of establishing a specific interaction with the sialo version of the human protein. A follow-up study from the same laboratory revealed immense heterogeneity in the interaction between upper respiratory tract pathogens and human mucins (22). In this study, the CD protein of M. catarrhalis was shown to specifically attach to the mucin molecules from the nasopharynx and middle ear but not to mucin from the saliva and tracheobronchial mucin. Interactions such as these represent the first steps in the process of bacterial colonization and infection. The general mechanism of cellular adherence of M. catarrhalis to host cell surfaces has been studied by Rikitomi et al. (202). The presence or absence of fimbriae did not influence the capacity of the bacterium to adhere or to cause hemagglutination. Indeed, the mechanisms of binding appeared different for adherence and hemagglutination. Another study found no differences between the source of the isolate (blood or lungs) and hemagglutination (129). Furthermore, these investigators showed that attachment was not determined primarily by lectin-carbohydrate interactions. In contrast to the findings of these investigators, an in vitro adherence study with HEp-2 cell cultures demonstrated that strains derived from infections adhere more efficiently than do mere colonizers (94). In addition, data from this latter study on experimental periodate treatment suggested that bacterial adherence in this artificial system appears to be mediated by microbial carbohydrate moieties. Of interest, adherence of M. catarrhalis appeared to be stimulated by neutrophil defensins, peptides with broad-spectrum antimicrobial activity, released from activated neutrophils during inflammation, suggesting that defensin-mediated adherence contributes to persistence of infection, for instance in COPD patients (104).
A recent study by Ahmed et al. (6) investigated the influence of charge on adherence. Although bacteria and epithelial cells are both negatively charged, interaction between the negatively charged surface of M. catarrhalis cells and positively charged domains called microplicea on pharyngeal epithelial cells was found. More research, especially into the role of proteins like fibronectin, vitronectin, and plasminogen in adhesion, is needed. The contradictory nature of some of the current observations only strengthens this suggestion.
Animal Models
The low virulence of M. catarrhalis in laboratory animals has hampered protection experiments and pathogenicity studies in rats and mice. Although several studies have been conducted with different animal species, reports describing a reliable infection model are scarce. A reproducible, but rather artificial, model was presented by Lee et al. (J. C. Lee, J. C. Hamel, D. Staperd, and C. W. Ford, Abstr. 93rd Gen. Meet. Am. Soc. Microbiol., p. 50, abstr. B-137, 1993), who were able to isolate live M. catarrhalis from a specific mouse strain, C3H/HeN. Bacteria, suspended in brain heart infusion broth supplemented with 8% brewer’s yeast and 0.2% Tween 80, were inoculated via an intraperitoneal route. Infection resulted in high mortality and facilitated antibiotic efficacy studies. In another murine model (236), designed to study phagocytic responses and clearance mechanisms after endotracheal challenge with M. catarrhalis, a high influx of polymorphonuclear leukocytes into the lungs was noted. Bacteria were cleared from the lungs within 24 to 48 h, and the animals remained healthy. A deficiency in complement component C5 resulted in a minor delay in clearance. A similar and most frequently used animal model is a mouse model for the study of pulmonary clearance of M. catarrhalis (226). This model consisted of transoral inoculation of bacteria into the lungs under anesthesia and operative exposure of the trachea. Enumeration of viable bacteria in the lungs involved aseptic removal and homogenization of the lungs, followed by serial dilution and plating on agar media. This model permits an evaluation of the interaction of bacteria with lower respiratory tract epithelium and the precise assessment of pathologic changes in the lungs. As an example, using this model, MacIver et al. (151) obtained evidence that immunization with M. catarrhalis-derived outer membrane vesicles gives rise to a systemic IgG antibody response which is accompanied by enhanced clearance of M. catarrhalis from the lungs, Kyd et al. (143) used a model of mucosal immunization involving direct inoculation of killed bacteria into the Peyer’s patch followed by an intratracheal booster with dead M. catarrhalis. Enhanced clearance of bacteria from the lungs was observed, correlating with higher levels of specific IgA and IgG in serum and bronchoalveolar lavage fluid. A clear disadvantage of the above models is their complex and invasive nature, requiring operation techniques and general anesthesia. In addition, the clearance of M. catarrhalis from the lungs of mice is relatively rapid (within 6 to 24 h), most probably as a result of the low virulence of M. catarrhalis for laboratory animals. Moreover, since M. catarrhalis inhabits the upper respiratory tract, inhalation models are preferred over intraperitoneal, endotracheal, or transoral inoculation models. An initial report describing a putatively effective and reproducible inhalation model in mice was recently published. Moreover, passive and active immunization studies in this animal model documented improved pulmonary clearance of M. catarrhalis bacteria (120, 121).
Useful infection models in rats have been described only in the past 2 years. A purulent otitis media could be induced in Sprague-Dawley rats, for instance (248). This infection progressed in a relatively mild fashion, lasting for about 1 week. On immunization, a protection rate of 50% or more was induced. Using the same model, a clear increase in the density of goblet cells in the middle ear up to 60 days after inoculation of bacteria was found, suggesting a highly increased mucosal secretory capacity (50). In another rat model, inhalation of heat-killed M. catarrhalis cells clearly affected the laryngeal mucosa (125), resulting in a clinical syndrome reminiscent of laryngotracheitis in children. The studies mentioned above suggest that rats may provide an infection model that is more interesting than was previously thought.
Inoculation of M. catarrhalis into the middle ear of chinchillas and gerbils gave rise to effusion, but no live bacteria could be recovered from the middle ear after 24 h (77). Later studies, however, revealed the feasibility of studying otitis media in the chinchilla model. Although chinchillas are not generally available, PCR would not have reached it current state of applicability without the studies in these animals (10, 11, 193).
In conclusion, despite several drawbacks, mouse models of pulmonary clearance appear useful in studies of the effects of vaccination with several M. catarrhalis antigens on clearance of the bacteria. The rat models appear promising. Suitable animal models to study the pathogenicity of infection by M. catarrhalis in any detail are not yet available. This is primarily because rodents, the best accessible laboratory animals, tend to resist infection with this microorganism.
Complement Resistance
Complement resistance is considered an important virulence factor of many gram-negative bacteria, which may explain why gram-negative bacteria isolated from the blood are largely complement resistant; these strains are also especially successful in establishing animal models of infection (41, 203). In general, rough strains of gram-negative bacteria, producing LPS devoid of O-specific side chains, are highly susceptible to C5b-9-mediated killing whereas smooth strains, which synthesize complete LPS, are often complement resistant (221). Since the LPS of M. catarrhalis is of the rough type (96), it presumably does not play a major role in complement resistance. However, Zaleski et al. recently showed that inactivation of galE, a gene encoding a UDP-glucose-4-epimerase involved in the biosynthesis of the Gal
1-4Galß1-4Glc LOS epitope, results in enhanced susceptibility to serum-mediated killing (256). Apparently, deviant LOS structures render strains more susceptible to complement attack. The structural details facilitating these interactions are still unknown. Given that complement resistance is considered an important virulence factor of neisseriae (68, 127, 153, 199), the similarity between members of the neisseriae and M. catarrhalis makes complement resistance and the underlying mechanism an important subject for further study.
The clinical relevance of complement resistance was shown for a group of strains isolated from the sputa of elderly persons (167). Complement resistance can be considered a virulence factor of M. catarrhalis: the majority of strains (89%) isolated from lower respiratory tract infections are resistant to complement-mediated killing, whereas strains from the upper respiratory tract of children are mostly sensitive (58%) (117; Hol et al., Letter). Several other authors have tested M. catarrhalis strains for complement resistance (39, 51, 129, 216; R. E. Winn and S. L. Morse, Abstr. 84th Annu. Meet. Am. Soc. Microbiol., p. 28, 1984). Complement-resistant strains inhibit the terminal pathway of complement, i.e., formation of the membrane attack complex of complement (233). The binding of human vitronectin, an inhibitor of the terminal pathway of complement, appears to play a crucial role in complement resistance of M. catarrhalis (234). In Fig. 5 the binding of human vitronectin to complement-resistant and complement-sensitive strains of M. catarrhalis is shown. HMW-OMP, also known as ubiquitous surface protein A (composed of two separate proteins, UspA1 and UspA2), appears to play a major role (C. M. Verduin, H. J. Bootsma, C. Hol, A. Fleer, M. Jansze, K. L. Klingman, T. F. Murphy, and H. Van Dijk, Abstr. 95th Gen. Meet. Am. Soc. Microbiol., p. 189, abstr. B-137, 1995). Indeed, it was shown that vitronectin binds to UspA2 (163). Furthermore, a UspA2 mutant strain of M. catarrhalis was sensitive to complement-mediated killing, whereas the parent strain and an isogenic mutant with a mutation in UspA1 were resistant (3).
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FIG. 5. Electron micrographs of the binding of human vitronectin to complement-resistant (left) and complement-sensitive (right) strains of M. catarrhalis. Immunogold labeling using antibodies specific for human vitronectin revealed that this protein is effectively bound to the resistant cells whereas the sensitive strain fails to bind a significant quantity of the human matrix protein. Note that the vitronectin protein seems to be attached toward the boundaries of the cellular matrix, which may correlate with the protruded orientation of the vitronectin-binding ubiquitous surface proteins (UspA).
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Another study (112) suggested that OMP CopB/OMP B2 is involved in the resistance of M. catarrhalis to killing by normal human serum. An isogenic mutant not expressing CopB was killed by normal human serum, whereas the wild-type parent strain survived. In addition, the researchers showed that the CopB- mutant strain was less able to survive in the lungs of mice (112). Recently, it has been shown that inactivation of the CopB-encoding gene inhibits iron acquisition from lactoferrin and transferrin (5), although this may be due to an indirect effect (29). In addition, CopB had significant homology to TonB-dependent OMPs, among which is the N. gonorrhoeae outer membrane protein FrpB. These proteins bind to and transport several ligands from the environment into the intracellular compartment of the bacterium. These functions are controlled by the TonB proteins, which are thought to be involved in energy transduction. Yet another OMP, OMP E, has also been shown to be involved in complement resistance. An M. catarrhalis OMP E knockout mutant showed a clear increase in serum sensitivity (173).
We conclude that complement resistance in M. catarrhalis probably is a highly multifactorial process, from the perspectives of both the host and the pathogen. Within the near future, additional bacterial genes involved in the defense against the complement system may be discovered, requiring a major research effort to integrate the individual contributions of all the different molecules into an overall mechanistic scheme.
M. catarrhalis-related immunology is a rather confusing area of the literature. M. catarrhalis infections are restricted to mucosal surfaces and are not systemic. Therefore, the correlation between systemic antibody responses and protection against this type of infections is not as straightforward as with systemic infections caused by other species of gram-negative bacteria. In addition, technical differences in the assays used in different studies may account for the lack of consistent results (90, 102). In general, surface structures of the bacterium are the main target for an antibody response, and the recognition of major targets for a protective antibody response is of clear importance for the development of an efficacious vaccine.
Many aspects of immunity to respiratory tract infections caused by M. catarrhalis are still unknown; they may include local factors as mucociliary clearance, aerodynamics, alveolar macrophage activity, complement-mediated killing, and surfactant activity. These factors play important roles in host defense against oropharyngeal pathogens (225). The development of an inflammatory response or specific antibody response may, however, augment these host defense mechanisms (225). As an example, in COPD patients, local host defense against respiratory pathogens is relatively poor, and although M. catarrhalis is not a normal inhabitant of the upper respiratory tract in adults (69; Ejlerten, Letter), infections caused by M. catarrhalis are frequent in these patients. This points to an important role for these local defense mechanisms in nonspecific clearance of this bacterium.
Bacterial clearance and phagocytic cell responses have been shown to differ among bacterial species. Streptococci, M. catarrhalis, and nontypeable H. influenzae appeared to be removed from the lungs of mice through various mechanisms (186). It was found that, compared to other species, M. catarrhalis was cleared relatively slowly from the lungs, and a more pronounced, 400-fold
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proteobacteria in the prokaryotic kingdom. M. catarrhalis is within this class of organisms. (B) More detailed positioning of M. catarrhalis in the order Pseudomonales. Panel A reprinted from reference