Structure, Vol. 13, 1521–1531, October, 2005, ©2005 Elsevier Ltd All rights reserved. DOI 10.1016/j.str.2005.07.010 Retroviral Matrix Domains Share Electrostatic Homology: Models for Membrane Binding Function throughout the Viral Life Cycle Paul S. Murray,1 Zhaohui Li,1 Jiyao Wang,1 Chris L. Tang,2 Barry Honig,2 and Diana Murray1,* 1 Department of Microbiology and Immunology and The Institute for Computational Biomedicine Weill Medical College of Cornell New York, New York 10021 2 Howard Hughes Medical Institute Department of Biochemistry and Molecular Biophysics Columbia University New York, New York 10032 Summary The matrix domain (MA) of Gag polyproteins performs multiple functions throughout the retroviral life cycle. MA structures have an electropositive surface patch that is implicated in membrane association. Here, we use computational methods to demonstrate that electrostatic control of membrane binding is a central characteristic of all retroviruses. We are able to explain a wide range of experimental observations and provide a level of quantitative and molecular detail that has been inaccessible to experiment. We further predict that MA may exist in a variety of oligomerization states and propose mechanistic models for the effects of phosphoinositides and phosphorylation. The calculations provide a conceptual model for how non-myristoylated and myristoylated MAs behave similarly in assembly and disassembly. Hence, they provide a unified quantitative picture of the structural and energetic origins of the entire range of MA function and thus enhance, extend, and integrate previous observations on individual stages of the process. Introduction Retroviruses are enveloped viruses that cause a wide range of diseases in humans and animals (Goff, 2001; Vogt, 1997). Newly assembled viruses acquire their lipid coats by budding through the plasma membrane of host cells, while mature, infectious viruses shed these coats upon fusing with the membranes of target cells. The Gag polyprotein contains the structural proteins of mature retroviral particles as domains arranged in a linear chain that is cleaved by the viral protease during budding and maturation (Bukrinskaya, 2004; Freed, 1998; Garnier et al., 1998; Gottlinger, 2001; Scarlata and Carter, 2003; Weldon and Hunter, 1997). Gag directs the assembly of new virions and is targeted to the inner leaflet of the plasma membrane by its matrix domain (MA) (Zhou et al., 1994). Mature MA forms a proteinaceous shell at the luminal surface of the viral membrane (Kingston et al., 2001; Wilk et al., 2001) and remains membrane associated until the virus infects a cell and its components disassemble. The MA may then participate in nuclear integration, though such a *Correspondence: [email protected] role is controversial (Goff, 2001). Therefore, MA/membrane interactions and their regulation play a crucial role throughout the retroviral life cycle. How, then, does the MA perform its many roles? In vitro and in vivo studies provide a great deal of information on the structural features of the MA that are important for function. However, there have been relatively few studies of the membrane association of MAs in well-defined systems (Dalton et al., 2005; Provitera et al., 1999; Zhou et al., 1994). Here, we use computational approaches to quantitatively describe the interaction of MAs with phospholipid membranes at different stages of the retroviral life cycle. It is unclear how Gag is targeted to the host cell plasma membrane during viral assembly, but many studies implicate specific motifs in MA (see e.g., Callahan and Wills, 2000; Dalton et al., 2005; Ono et al., 2000; Provitera et al., 1999; Soneoka et al., 1997; Zhou et al., 1994). The MAs of most retroviruses have two membrane targeting signals: an N-terminal myristate, which partitions into the membrane hydrocarbon, and a positively charged surface patch, which is proposed to interact electrostatically with acidic phospholipid headgroups (McLaughlin and Aderem, 1995; Resh, 1999). A number of retroviral MAs are not myristoylated, yet they still have a basic surface patch, indicating that electrostatic interactions contribute to membrane association for all MAs (Conte and Matthews, 1998). The structures of MAs from eight retroviruses have been solved to date (see Experimental Procedures), and, despite low sequence similarity, all share a similar compact fold that includes a core of four α helices. The structures of MAs that are not myristoylated were found to share the same fold as natively myristoylated MAs, and a recent study directly demonstrates that the structure of the myristoylated HIV-1 MA is very similar to the structure of the unmyristoylated form (Tang et al., 2004). Figure 1 illustrates how the basic surface patch “migrates” about the surface of MA. The MAs are depicted in the same orientation, and these data are obtained from a multiple structure alignment (Yang and Honig, 2000). Some MAs within the same class share a common basic patch; examples include HIV-1 and SIV MAs (Figures 1A and 1B) and HTLV-II and BLV MAs (Figures 1C and 1D). However, there is no distinct sequence motif that is predictive of this feature across retroviral classes (compare any interclass MA pair in Figure 1) nor even sometimes within classes, e.g., HIV-1 and EIAV MAs (Figures 1A and 1G). For MAs that are myristoylated (Figures 1A–1F), the basic patch is in close proximity to the site of myristoylation. Thus, the basic surface patch is conserved in the absence of sequence similarity, and, furthermore, there seems to be considerable freedom in the way the MA can interact with acidic phospholipids. The membrane association of MA and Gag may be regulated in a number of ways: (1) oligomerization may increase the membrane partitioning of Gag (Adamson and Jones, 2004) by producing a larger, composite basic surface as well as by favoring the exposure of my- Structure 1522 Figure 1. The Location of the Basic Surface Patch on MA Structures Is Not Conserved (A–H) MAs of known structure are represented by their molecular surfaces and are shown in the same orientation. The electrostatic potentials were calculated, mapped to the molecular surfaces, visualized in GRASP (Nicholls et al., 1991), and graded continuously from red (−4 kT/e) to white (0 kT/e) to blue (+4 kT/e). The green arrows point to the basic patches implicated in membrane binding. The N terminus of each MA structure is denoted by a small black arrow, except for EIAV MA, where it is located on the backside of the protein. ristate (Tang et al., 2004; Zhou and Resh, 1996); (2) phosphoinositides, which are multivalent acidic lipids, may stabilize particle structure, promote assembly (Campbell et al., 2001), and determine the site of viral assembly in cells (Ono et al., 2004); (3) the substitution to alanines of serine residues that are phosphorylated in mature MA impairs infectivity, suggesting that postentry events, including membrane dissociation, are facilitated by MA phosphorylation (Kaushik and Ratner, 2004), though a physiological role for serine phosphorylation has not been clearly established. Each of these phenomena has the capacity to significantly impact membrane association by strengthening or weakening the electrostatic interaction between the MA and acidic lipids. The role of electrostatic interactions in the membrane association of MA and Gag has not been fully characterized. In this study, we computationally assess the predicted strength of the electrostatic forces involved by solving the Poisson-Boltzmann equation for atomiclevel models of retroviral MAs and phospholipid bilayers (Honig and Nicholls, 1995). Calculations of this type have been highly successful in their ability to account for a large number of experimental observations, involving interactions between charged membranes and various proteins and peptides (e.g., Ben-Tal et al., 1996; Murray and Honig, 2002; Diraviyam et al., 2003; Wang et al., 2004). Most recently, the membrane binding behaviors of Rous sarcoma virus MA as observed in biochemical assays were accurately predicted, demonstrating the applicability to retroviral matrix domains (Dalton et al., 2005). Here, we examine a broader range of MA functions in a unified way and consider many retroviral MAs in addition to HIV-1 MA. We provide mechanistic molecular models for (1) the membrane-associated forms of MAs, (2) the effects of experimentally characterized mutations in the MA on membrane association, (3) how MAs interact with phosphoinositides, (4) how phosphorylation of the MA weakens its membrane interaction, and (5) the role of oligomerization in enhancing the membrane association of both myristoylated (myr) and nonmyristoylated (non-myr) MAs. By examining the biophysical characteristics of MA structures and predictive models for MAs from all of the retroviral classes, we find that MAs share a striking electrostatic homology in the absence of strong sequence homology. This feature indicates that the basic surface patch and electrostatic interactions with membrane surfaces play an important functional role throughout the retroviral life cycle. Our computational analysis supports this hypothesis by providing quantitative models for each of the major functions of MA. Results Electrostatic Interactions Are Predicted to Significantly Enhance the Membrane Association of MAs of Known Structure In many cell types, retroviruses assemble at and bud from the plasma membrane. The inner leaflet of the plasma membrane of a typical mammalian cell is relatively enriched in phosphatidylserine (PS) with respect to other intracellular membranes and contains w30 mole percent PS (Buckland and Wilton, 2000). Hence, we use 2:1 PC:PS (PC, phosphatidylcholine) bilayers in our calculations and 0.1 M KCl to mimic physiological ionic strength. Throughout, ⌬Gel represents the minimum electrostatic free energy of interaction between the MA and the membrane (see Experimental Procedures). Figure 2 illustrates our model for HIV-1 MA in its minimum electrostatic free energy orientation at the membrane surface. Far from the MA, the negative contour of the membrane is flat, but in the vicinity of the MA, it becomes dramatically distorted, illustrating qualitatively the strong favorable electrostatic interaction, ⌬Gel w−5 kcal/mol (Table 1, row 2). (This electrostatic Electrostatic Homology of Retroviral MAs 1523 Figure 2. HIV-1 MA Interacts Favorably with a Negatively Charged Membrane HIV-1 MA (from 1hiw) is depicted adsorbed to the surface of a 2:1 PC:PS lipid bilayer in 0.1 M KCl. The +1 kT/e (blue) and −1 kT/e (red) electrostatic equipotential profiles were calculated with Delphi (Gallagher and Sharp, 1998) and imaged with GRASP (Nicholls et al., 1991). HIV-1 MA is depicted as a molecular surface (white), and the lipid bilayer is depicted in atomic detail (carbon and hydrogen, white; oxygen, red; nitrogen, blue; and phosphate, yellow). The arrow points to the N terminus of the protein where the myristate would be attached. interaction is not expected to change due to the existence of the C-terminal extension of the Gag polyprotein.) In the following argument, we use ⌬Gel as an approximation to the electrostatic contribution to the absolute binding (Ben-Tal et al., 1996). Assuming a lipid concentration of w10−3 M at the surface of a spherical cell of radius 10 m (McLaughlin and Aderem, 1995), a membrane binding free energy of −5 kcal/mol (or a molar partition coefficient of w103 M−1) is not sufficient to localize more than half of the protein at the plasma membrane. However, if an additional driving force is available, binding can be significantly enhanced. The myristate on HIV-1 MA (Figure 2, arrow) is well positioned to insert into the membrane and can also contribute w103 M−1 to membrane partitioning (Peitzsch and McLaughlin, 1993). Because of their close proximity in space, the energetic contributions of the basic residues and the myristate can be additive and the binding constants can multiply; based on these properties a total membrane partition coefficient of w106 M−1 results. Thus, the electrostatic and nonpolar components together can produce stable membrane association. However, while this characterization of MA/membrane association is very likely relevant from a biochemical perspective, the contributions of the two membrane binding motifs under physiological conditions is not as easily discernable. Effects related to the sequestration/ exposure of the myristate and oligomerization are addressed below. Table 1 lists our ⌬Gel predictions for a variety of MAs. It is important to note that ⌬Gel is, at best, a relative measure of the electrostatic contribution to membrane association. As described in Experimental Procedures, calculating the absolute binding constant is beyond the scope of this paper. The ⌬Gel values for the MAs of known structure range from −3 kcal/mol (for MMLV MA) to −5 kcal/mol (for HIV-1 MA), and, hence, our results indicate that the basic patches contribute significantly to membrane association. Indeed, our prediction for RSV MA is in good agreement with experimental observations (Dalton et al., 2005). Furthermore, the favorable electrostatic interactions are not a trivial consequence of net charge. For example, EIAV MA, which has a net charge of 0, has ⌬Gel = −4.6 kcal/mol. Importantly, our calculations account for a wide range of observations described in the literature concerning relative changes in membrane binding upon residue substitutions (Table 1, column 4). The calculations have been shown to be highly reliable for such predictions in other protein/ membrane systems (Murray and Honig, 2002). However, some of the experimental readouts listed in Table 1, e.g., “no particle production,” are not necessarily indicative of decreased membrane association and may be indicative of some other mechanism. Examples of agreement between our calculations and experimental data include: (1) HIV-1 MA (Ono et al., 2000): mutating basic residues in the vicinity of the basic patch to glutamates (K29E/K31E; Table 1, row 6) was shown to decrease membrane binding, and our calculations correctly predict a significant increase in ⌬Gel; (2) MMLV MA (Soneoka et al., 1997): a series of mutations that decrease the number of basic residues in the surface patch either decreased or abolished membrane binding of Gag. In agreement with experimental data (Table 1, rows 15–19), our calculations predict that (a) ⌬Gel increases but is still favorable for the two cases in which membrane binding is observed merely to decrease, and (b) ⌬Gel increases and becomes positive (representing a repulsive electrostatic interaction with the membrane) for the three cases in which membrane binding was observed to be abolished. Homology Models of MAs of Unknown Structure Suggest that the Basic Surface Patch Is a Conserved and Functionally Important Feature To test the generality of these results, we built homology models for 40 sequences of MAs from the alpha-, beta-, gamma-, delta-, and epsilon-retrovirus and the lentivirus classes (see Experimental Procedures and our website: http://maat.med.cornell.edu/MA.html). We were able to obtain reliable models for some, but not all, epsilon-retroviral MAs. All of our models except for one (avian spleen necrosis virus MA) have a significant basic surface patch. Representative examples are provided in Figure 3. As in Figure 1, the MAs are depicted in the same orientation, as obtained from a multiple structure alignment, and are annotated by their electrostatic surface potentials. Importantly, to our knowledge, our work provides Structure 1524 Table 1. Electrostatic Free Energies of Interaction for MA Structures, Models, and Mutants Matrix Domain: Structure, Mutant, or Homology Model ⌬Gel (kcal/mol) Net Charge HIV-1, 1tam HIV-1, 1hiw: A HIV-1, 2hmx: A HIV-1, 1uph:A HIV-1, 1tam, membrane contains 1% PIP2 HIV-1, 1tam, K29E/K31E HIV-1, 1tam, pS8/pS66/pS71/pS76 SIV, 1ecw HTLV-2, 1jvr RSV, 1a6s MPMV, 1bax EIAV, 1hek BLV MMLV, 1mn8 MMLV, K21N MMLV, K32N/R34N MMLV, K31N/K32N/R33N/R34N MMLV, K31E/K32N/R33E/R34N MMLV, K17N/R21Q/K31N/K32N/R33N/R34N HTLV-1 HTLV-1, K47I/K48I/K51I FIV FIV, K26E/K28E/K29E FIV, K26N/K28N/K29N −5.2 −4.7 −4.7 −5.2 −7.7, −6.3 −0.8 −3.0 −4.2 −4.2 −4.0 −2.9 −4.6 −3.5 −2.7 −1.5 −0.3 +1.1 +3.7 +1.6 −4.4 −1.8 −2.5 +1.7 +0.9 +6 +3 +1 +1 +6 +2 −2 +2 +6 +3 +2 0 +2 +2 +1 0 −2 −4 −4 +6 +3 +4 −2 +1 Mutation Phenotype Decreased membrane binding Decreased infectivity Decreased membrane binding Decreased membrane binding Abolishes membrane binding Abolishes membrane binding Abolishes membrane binding No particle production No particle release No particle release The electrostatic free energy of interaction (⌬Gel) was calculated for the MA structures and mutants for which there exists experimental data. The calculations were performed with 2:1 PC:PS lipid bilayers and 0.1 M KCl as described in Experimental Procedures. Results related to MAs of known structure are highlighted in bold, those related to mutants of known structure are shown in regular text, and those related to homology models and their mutants are italicized. the first structural models for MAs in the epsilon-retrovirus class (Figure 3E). In each of the three epsilonretrovirus models, the large basic patch is adjacent to the N-terminal glycine, which is believed to be myristoylated. Using these models, we predicted the effects of mutations in HTLV-1 and FIV MAs, which were examined in the literature (Le Blanc et al., 1999; Manrique et al., 2001). Our results suggest that impaired MA/membrane association may account for the mutant phenotypes. (1) HTLV-1 MA: a Gag mutant in which three of the basic residues proposed to contribute to the basic surface patch were mutated to isoleucines resulted in no particle production. Our prediction that ⌬Gel increases by w2.5 kcal/mol is consistent with this observation (Table 1, rows 21–22). (2) FIV MA: charge reversal mutations in the proposed basic surface patch resulted in no particle production, and our calculations predict that ⌬Gel for these mutants is positive (repulsive; Table 1, rows 23–25). Phosphoinositides Strengthen the Electrostatic Interaction of HIV-1 MA with Membranes Phosphatidylinositol 4,5-bisphosphate (PI(4,5)P2) is primarily localized to the inner leaflet of the plasma membrane (McLaughlin et al., 2002). It is present at about 1 mole percent and is the predominant polyvalent phosphoinositide for a cell in its resting state. Several pieces of evidence suggest that phosphoinositides and, in particular, PI(4,5)P2 play important roles in retroviral assembly: (1) PI(4,5)P2 is the ligand for a number of host factors involved in membrane trafficking and viral bud fission (Martin, 2001); (2) Campbell et al. (2001) showed that inositol derivatives induce the formation of viral- like particles in vitro; and (3) Ono et al. (2004) showed that PI(4,5)P2 plays a critical role in directing the subcellular localization of HIV-1 assembly. Our calculations predict that the minimum electrostatic free energy for HIV-1 MA with a membrane containing 1 mole percent PI(4,5)P2 (i.e., 67:32:1 PC:PS:PIP2) is −7.5 kcal/mol; this increase in membrane association (compare rows 1 and 5 in Table 1) is due solely to nonspecific electrostatic interactions, i.e., a decrease in ⌬Gel from −5 to −7.5 kcal/mol. Thus, our calculations predict that enhanced membrane association is mediated by an interaction between the basic patch on MA and PI(4,5)P2, and that there need not be a specific coordination between particular residues on MA and the head group of PI(4,5)P2. However, the calculations do not address the possibility of specific binding of inositol polyphosphates, as has been suggested by the results of Campbell et al. (2001). The ⌬Gel value of −7.5 kcal/mol is a lower limit on the effect, as there is, on average, at least 1 PI(4,5)P2 for every 100 lipids, and the imprint of MA on the membrane encompasses only about 30 lipids; thus, there must be significant demixing or lateral reorganization of PI(4,5)P2 for an interaction with the MA to occur. In addition, if the MA is already adsorbed to the membrane, it may laterally sequester PI(4,5)P2 through nonspecific electrostatic interactions as suggested by Figure 1: the strong positive potential at the membrane surface surrounding HIV-1 MA may serve as a basin of attraction for polyanionic phospholipids. Such a phenomenon has been observed for a basic peptide that mimics the effector domain of the protein MARCKS (Rauch et al., 2002; Wang et al., 2004). Our calculations predict that retroviral MAs may similarly sequester phos- Electrostatic Homology of Retroviral MAs 1525 tegration complex, a role that requires postentry dissociation from the plasma membrane of an infected cell. Recent studies have suggested that phosphorylation of serines within the MA is required for viral infectivity and replication. In particular, Kaushik and Ratner (2004) demonstrate that an MA mutant, in which serines at positions 9, 67, 72, and 77 are changed to alanines, greatly impairs infectivity with respect to wild-type. Our calculations predict that phosphorylation of serines at these positions significantly weakens the electrostatic interaction between HIV-1 MA and the plasma membrane surface, i.e., ⌬Gel increases from −5 to −3 kcal/mol (Table 1, row 7). This suggests that phosphorylation may play a role in favoring the membrane-dissociated state of MA, thus facilitating the nuclear targeting function of MA. Figure 3. Structural Models of MAs of Unknown Structure Suggest that All Retroviral MAs Share Electrostatic Homology (A–F) Homology models were constructed as described in Experimental Procedures and are shown in the same orientation, with the exception of WEHV-2 MA, which is rotated 180° about the vertical axis. The visualization protocol is the same as that in Figure 1. The percent sequence identity with the structural template is given. phoinositides in the plane of the plasma membrane: a single MA is predicted to sequester a PI(4,5)P2 lipid with a Boltzmann-averaged electrostatic free energy of −1.7 kcal/mol. However, the entropic cost for localizing a PI(4,5)P2 lipid to a region corresponding to the imprint of MA is w+0.7 kcal/mol (see Experimental Procedures for details). Hence, at most, an upper limit to the net free energy gain due either to MA adsorbing to a PIP2containing membrane or to the sequestration of a PI(4,5)P2 by an isolated, membrane-associated MA is −1.0 kcal/mol. However, an array of membrane-associated MAs formed during assembly is expected to laterally accumulate many PI(4,5)P2 lipids (see Figure 5). Our calculations support two mutually consistent models: PI(4,5)P2 may direct Gag to the plasma membrane by enhancing membrane association, and/or membrane bound MA may laterally sequester PI(4,5)P2 in the plasma membrane, either to stabilize membrane association or to facilitate the targeting of cellular factors required for budding and fission. Phosphorylation of HIV-1 MA Significantly Weakens the Electrostatic Interaction with Membranes The MA is also implicated in steps that occur early in the viral life cycle, after infection. Mature MA is thought to aid in the nuclear targeting and import of the prein- Calculations with Trimer and Dimer Models of MAs Support Plasticity in Gag Oligomerization Retroviruses are enveloped viruses, and, although various oligomeric structures of Gag and Gag domains have been isolated from virions or assembled in vitro, the entire viral particle requires the lipid coat for its structural integrity (Adamson and Jones, 2004). Early electron microscopy studies assumed that MAs were arranged icosahedrally at the viral envelope (Wilk and Fuller, 1999); the crystal structures of the SIV and HIV-1 MA trimers (Hill et al., 1996; Rao et al., 1995) are consistent with these observations. However, more recent studies reveal that there is no long-range symmetry among HIV-1 MA in particles, confounding the determination of overall particle structure. In addition, local 6-fold as well as 3-fold and 2fold symmetry was discerned, suggesting the existence of both trimers and dimers of Gag and, perhaps, MA as well (Wilk and Fuller, 1999). Furthermore, retroviral capsid (CA) and nucleocapsid (NC) domains, which are thought to drive Gag oligomerization, have been shown to interact in different oligomeric combinations, most notably dimers (Adamson and Jones, 2004). Hence, it is likely that MA in the context of Gag in the immature particle and as the cleaved protein in the mature particle may adopt a variety of intermolecular arrangements. The structure of HIV-1 MA has been determined by NMR in a monomeric state both in its myr (Tang et al., 2004) and un-myr forms (Massiah et al., 1994; Matthews et al., 1995) and by X-ray crystallography in a trimeric state (Hill et al., 1996). As described in Hill et al. (1996) and depicted in Figure 4A, the trimer structure of HIV-1 MA is well suited for productive membrane association: all three monomers contribute to a contiguous basic surface patch that may interact with acidic lipids in the membrane, while the three myristates (one from each monomer) may simultaneously partition into the membrane interior. In addition, the C termini project away from the membrane, suggesting that the rest of Gag may point radially toward the center of the virion, as observed microscopically; i.e., the trimer is “assembly competent.” More recently, the MAs of EIAV and MMLV have been crystallized, and the fundamental units of these structures are dimers (Hatanaka et al., 2002; Riffel et al., 2002). Our calculations predict that the EIAV and MMLV MA dimers, like the HIV-1 and SIV MA trimers, associate strongly with membrane surfaces Structure 1526 Figure 4. Oligomerization of MA Increases the Effective Size of the Basic Surface: Structures and Models (A–F) Table 2 provides the quantitative results for the MA/membrane interactions illustrated here. Monomeric subunits in the oligomeric structures (or models) are differentially colored for clarity, and the membrane surface is represented schematically as a black line. The sites of myristoylation on the MAs that are myristylated (HIV-1 and MMLV MA) face the membrane surface in all cases and are denoted by black arrows. The +1 kT/e (blue) and −1 kT/e (red) equipotential electrostatic profiles were calculated and imaged with GRASP (Nicholls et al., 1991). in assembly-competent orientations (Figures 4D and 4F). It is worth pointing out that the interfaces observed among MAs are expected to interact weakly (Hill et al., 1996), which suggests that MA/MA interactions should occur only under conditions of high MA concentrations, i.e., during assembly and in the viral particle. Here, we compare quantitatively how the MAs of HIV-1, EIAV, and MMLV interact electrostatically with membranes as dimers and trimers. In Figures 2 and 4A, the HIV-1 MA monomer and trimer, respectively, are depicted in their minimum free energy orientations: ⌬Gel(monomer) = −5 kcal/mol and ⌬Gel(trimer) = −9 kcal/mol. We calculated ⌬Gel for each of the monomers in their trimer configuration; the sum of the individual electrostatic free energies is equal to ⌬Gel(trimer) so that the contribution of each monomer (w−3 kcal/mol) to the trimer is additive. As seen by comparing Figures 2 and 4A, the monomers in the context of the trimer are not in their minimum free energy orientations. Therefore, to adopt the trimer configuration, each monomer gives up favorable protein/membrane interaction free energy to gain favorable protein/ protein interaction free energy. Assuming that the myristate remains partitioned into the membrane interior for some time after a membrane bound trimer of MA breaks up, our calculations predict that it is energetically more favorable for three MAs to be monomeric rather than to retain the trimer form at the membrane surface: 3 × ⌬Gel(monomer) = 3 × (−5 kcal/mol) = −15 kcal/mol < ⌬Gel(trimer) = −9 kcal/mol. This is important in the context of postentry events (see Discussion). However, either in the context of Gag, where downstream domains drive Gag-Gag interactions, or at the luminal surface of the virion membrane, where MA concentration is high, MA/MA interactions may be stabilized. It was suggested (Hatanaka et al., 2002) that EIAV MA may adopt a similar trimeric arrangement, as observed in the crystal structures of HIV-1 MA. A model for trimeric EIAV MA, based on the HIV trimer, is depicted in Figure 4C; this arrangement brings the negatively charged lobe of EIAV MA (top of Figure 1G) in proximity to the membrane surface. Whereas ⌬Gel for the EIAV MA monomer is −4.6 kcal/mol (Table 2, row 5), the electrostatic free energy for the trimer model is −1.7 kcal/ mol (Table 2, row 6). Since EIAV MA is not myristoylated and does not have any prominent surface hydrophobic features, electrostatic interactions, mediated by its basic surface patch, are likely critical to viral assembly. Hence, the trimer model, at least that based on the HIV-1 MA trimer structure, does not appear to be a viable configuration for EIAV assembly. However, as stated above, EIAV MA crystallized as a dimer. This structure is shown in its minimum free energy orientation (Figure Electrostatic Homology of Retroviral MAs 1527 Table 2. Oligomerization of MA Increases the Electrostatic Free Energy of Interaction Matrix Protein Oligomeric State: Structure or Model ⌬Gel, kcal/mol HIV-1 MA monomer, 1hiw:A HIV-1 MA trimer, 1hiw:A,B,C HIV-1 MA dimer, model (1hek) HIV-1 MA dimer, model (1mn8) EIAV MA monomer, 1hek:A EIAV MA trimer, model (1hiw) EIAV MA dimer, 1hek:A,B MMLV MA monomer, 1mn8:A MMLV MA trimer, model (1hiw) MMLV MA dimer, 1mn8:A,B MMLV MA dimer, 1mn8:C,D −5.1 −9.1 −8.3 −5.5 −4.6 −1.7 −8.0 −2.3 −6.9 −5.4 −5.6 The electrostatic free energy of interaction (⌬Gel) was calculated for the structures and models of the oligomeric MAs. The calculations were performed with 2:1 PC:PS lipid bilayers and 0.1 M KCl as described in Experimental Procedures. Results related to experimentally determined structures are highlighted in bold, and those related to models constructed with structure superposition are shown in regular text. 4D), for which ⌬Gel = −8.0 kcal/mol (Table 2, row 7). Similar to HIV-1 MAs, we predict that the monomer is the more energetically favorable state for mature EIAV MA: 2 × ⌬Gel(monomer) = 2 × (−4.6 kcal/mol) = −9.2 kcal/mol < ⌬Gel(dimer) = −8 kcal/mol. Conversely, it is interesting to consider a dimer model for HIV-1 MA based on the EIAV MA dimer structure. As shown in Figure 4B, this model has properties similar to those of the trimer structure (Figure 4A) and is assembly competent as well (⌬Gel = −8.3; Table 2, row 3). MMLV MA is also capable of forming dimeric (Figure 4E) and trimeric (Figure 4F) structures that interact favorably with negatively charged membranes: ⌬Gel(dimer) = −5.4 kcal/mol (Table 2, row 10) and ⌬Gel(trimer) = −6.9 kcal/ mol (Table 2, row 9). Overall, our calculations and models suggest that there is significant plasticity in the ways in which MAs may interact with each other in order to accommodate different Gag and MA oligomerization schemes (Adamson and Jones, 2004). An important feature of our models is that they predict that myr and non-myr MA oligomers will dissociate at the membrane surface; this will ultimately lead to membrane dissociation of MA monomers after viral entry as described below. Note that this is not true for MA in the context of Gag because downstream protein-protein interactions, as well as NC/RNA interactions, are potent mediators of Gag oligomerization, and the free energy gained by these interactions is very likely more favorable than free energy gained due to enhanced MA/membrane interactions upon dissociation into monomers. Discussion The Role of MA/Membrane Interactions throughout the Retroviral Life Cycle Our computational modeling highlights the importance of electrostatic interactions in regulating the membrane association of MA during assembly, in the virion and during postentry events. Our predictions complement experimental observations and provide a unifying picture of the role of MA/membrane interactions in the retroviral life cycle. Figure 5 synthesizes information from the literature (cited above) with our computational results for both myr and non-myr MAs by using HIV-1 and EIAV, respectively, as specific examples. Figure 5 strikingly emphasizes both the central role of electrostatics and the similar manner in which myr and nonmyr MAs behave. Membrane Targeting and Assembly Myristate is expected to be sequestered by MA on monomeric HIV-1 Gag (Tang et al., 2004; Zhou and Resh, 1996). As suggested by Figure 5A, the membrane may occasionally compete with MA for the myristate, but the overall change in free energy will be small because the hydrophobic component should be approximately equivalent whether the myristate is bound to MA or partitioned into the membrane. Hence, the membrane binding free energies for both monomeric HIV-1 Gag and EIAV Gag are weak (w−5 kcal/mol) but sufficient to direct a significant amount of protein to the plasma membrane surface, which is preferentially enriched in acidic phospholipids with respect to other intracellular membranes (Pomorski et al., 2001). PIP2 (red circles) serves to favor the membrane-associated state of both Gags by at least 1 kcal/mol (Table 1). Membrane association, as well as the directionality it confers on Gag, significantly increases the probability that Gag monomers and oligomers will find and efficiently bind each other (Figures 5A and 5B). Gag oligomerization is due mainly to interactions mediated by CA and NC. Oligomerization can occur either in solution or at the membrane surface and will result in strong membrane association for both HIV-1 and EIAV Gags (Figure 5B): (1) Oligomerization is proposed to favor the myristateexposed state for HIV-1 Gag (Tang et al., 2004; Zhou and Resh, 1996). Either Gag dimers or trimers will be strongly anchored at the membrane surface. For example, a trimer of HIV-1 Gags is predicted to have a membrane binding free energy of ⌬G w−9 kcal/mol (electrostatics) + −12 kcal/mol (myristates) w−21 kcal/mol. (2) Oligomerization similarly enhances the membrane association of EIAV Gag dimers: ⌬G w−8 kcal/mol (electrostatics). Since, Gag-Gag interactions are facilitated by membrane association, such oligomeric complexes of Gag molecules may act as seeds for the formation of extended patches, which are visualized microscopically as electron-dense regions at the cell surface (Figure 5C; [Gelderblom, 1991]). Most likely, the major difference between myr and non-myr Gags lies in the specific region of the plasma membrane that is targeted: Myr Gag is thought to be localized to putative lipid rafts because of the saturated nature of the myristate chain (Lindwasser and Resh, 2002; Briggs et al., 2003). Budding and Maturation When w1500–3000 Gag molecules assemble at the plasma membrane, Gag-Gag interactions collaborate with nucleocapsid/RNA interactions and host factors (including PIP2, red circles) to produce a viral bud and, ultimately, an immature particle. During this process, the viral protease cleaves Gag so that its domains become independent proteins, and the particle subsequently assumes its mature, infectious morphology Structure 1528 Figure 5. MA/Membrane Interactions Are Differentially Regulated throughout the Virus Life Cycle This figure synthesizes our computational results with what is known about the function of MA from experimental studies. Our results provide quantitative measures that provide molecular insight into the roles of MA (see text). (Figure 5D). In the mature virion, the MA to lipid concentration ratio is very high; thus, MA will remain in the oligomer form. Our calculations predict that all of the MA protein will remain associated with the luminal surface of the viral membrane, i.e, membrane binding is not saturated under these conditions For example, using the EAIV MA dimer structure to create an extended array of membrane-associated dimers, we predict that each monomer, in its dimer orientation, has the same membrane binding free energy, both in the absence and presence of other membrane-adsorbed MAs (data not shown). This is in agreement with similar earlier studies on basic peptides and “discreteness of charge” effects (Murray et al., 1999). The shell of matrix proteins depicted in Figure 5D may help stabilize the virion structure as well as provide interaction sites for the luminal component of the viral coat proteins (Goff, 2001). Entry and Infection Upon gaining entry into a new cell, the components of the virion must disassemble in order for the virus to be infective. Upon fusion of the virus with the host cell, the inner leaflets of the two membranes become contiguous. This dramatically increases the membrane surface accessible to the MAs (Figure 5E). The MAs then diffuse away from each other, because, in the absence of other forces favoring oligomerization, it is energetically more favorable for the MAs to be in a monomer state (see Results). Once monomeric, the MA may compete with the membrane and eventually sequester the myristate (see, e.g., Resh, 2004). In both cases (myr and nonmyr), monomeric MA/membrane association is weak (w−5 kcal/mol), and a fraction of the protein will dissociate from the membrane. This may be functionally important, as HIV-1 MA is thought to play a role in directing the preintegration complex to the nucleus. Kaushik and Ratner (2004) suggest that phosphorylation of HIV-1 MA is crucial for infectivity. Our calculations (Table 1) predict that phosphorylation of the MA further weakens its interaction with the membrane (Figure 5F), thus providing a larger pool of cytosolic MA. Summary In essence, MAs appear to have been designed to associate and dissociate on cue: (1) during assembly, downstream domains drive Gag oligomerization, which enhances Gag/membrane association through the membrane binding properties of the MA domain; (2) in the virion, the high concentration of MA induces MA/MA interactions, which are responsible for the formation of Electrostatic Homology of Retroviral MAs 1529 a shell of MA on the luminal surface of the virion, but which force each MA to adopt suboptimal orientations with respect to membrane binding; (3) postentry, the MA concentration decreases, which favors MA/MA dissociation, as each individual MA adopts its minimum free energy orientation with respect to the membrane. In the monomeric form, each MA is now relatively weakly bound to the plasma membrane of the newly infected cell. Our study provides numerical estimates for the strength of MA/membrane interactions at each of the stages of the retroviral life cycle for both the myr and non-myr MA. As such, it provides a quantitative picture of the structural and energetic origins of the diverse functions that may be mediated by MA and thus enhances, extends, and integrates previous suggestions as to the role of different factors in the individual stages of the process. The work presented here is generalizable, in part, to matrix domains/proteins from other enveloped RNA viruses, e.g., influenza virus, rhabdoviruses, and filoviruses (data not shown). Although the true physiological picture is surely more complex than that suggested here, as well as that described in the literature, our calculations provide a foundation upon which to construct more detailed models of MA function. Experimental Procedures Structures and Sequences Structures of MAs were obtained from the PDB, except where noted. HIV-1: 1tam (Matthews et al., 1995), 2hmx (Massiah et al., 1994), 1hiw (Hill et al., 1996), 1uph (Tang et al., 2004); SIV: 1ecw (Rao et al., 1995); HTLV-2: 1jvr (Christensen et al., 1996); BLV: coordinates kindly supplied by S.J. Matthews (Matthews et al., 1996); MMLV: 1mn8 (Riffel et al., 2002); MPMV: 1bax (Conte et al., 1997); EIAV: 1hek (Hatanaka et al., 2002); RSV: 1a6s (McDonnell et al., 1998). Multiple structure alignments were created with PrISM (Yang and Honig, 2000), and models of MA oligomers were built by using structural superposition (Shindyalov and Bourne, 1998). The sequences modeled were taken from the ICTV database: http:// www.ictvdb.rothamsted.ac.uk/Ictv/fs_retro.htm. Of the many HIV and SIV Gag sequences available, we manually chose a representative from each clade in order to avoid modeling highly redundant sequences. Databases of MA structures and sequences were created in PrISM for further analysis. Modeling Protocol The following steps were followed in generating homology models: (1) each of the target sequences was scanned against the structure database in PrISM. If an alignment had a high normalized SmithWaterman score (>30), and the subsequent Needleman-Wunsch alignment produced high target coverage (>90%), this latter alignment and PrISM’s tools were used to construct the homology model. PSI-BLAST searches gave similar alignments for these targets. These models scored well according to the structure evaluation tools Verify3D (Luthy et al., 1992), ProsaII (Sippl, 1993), and pG, which provides a normalized ProsaII z score (Sanchez and Sali, 1998). (2) For the remaining sequences, a combination of profile and fold recognition methods, i.e., 3D-PSSM (Kelley et al., 2000), PSIPRED (McGuffin et al., 2000), FUGUE (Shi et al., 2001), and HMAP (Tang et al., 2003), were used to identify suitable structural templates and initial alignments for modeling. PrISM was used to construct models for each sequence based on alternative templates and alignments. These models were evaluated, and, if necessary, the alignments were manually edited by using secondary structure information as a guide. This process was iterated either until a well-evaluated model was obtained or the search was abandoned. Models that passed our screening criteria were viewed as reliable. This was further confirmed by sensitivity analysis in which known MA structures were used as templates for modeling the se- quences of other MAs of known structure. In each case, even for distantly related MAs, i.e., across retroviral classes, the overall electrostatic properties of the structures were faithfully reproduced by these “control models.” Electrostatic Calculations The electrostatic free energy component of the membrane interaction of MAs was obtained from a modified version of the DelPhi program (Gallagher and Sharp, 1998) that solves the nonlinear Poisson Boltzmann equation for protein/membrane systems (BenTal et al., 1996). The application of this method has been highly successful for a wide range of peptide/membrane and protein/ membrane systems, as judged by theory/experiment comparisons (see http://maat.med.cornell.edu/refs.html for additional references that could not be included here due to space limitations). DelPhi produces finite difference solutions to the PB equation (the FDPB method) for a system in which the solvent is described in terms of a bulk dielectric constant and concentrations of mobile ions, while solutes (here, MAs and membranes) are described in terms of the coordinates of the individual atoms. Hydrogen atoms were added to the heavy atoms in the MA structures with CHARMM (Brooks et al., 1983). Phospholipid bilayers were built, and all atomic charges and radii in the system were assigned as described previously (Ben-Tal et al., 1996). The protein/membrane/solvent system was mapped onto a three-dimensional lattice of l3 points. Regions inside the molecular surfaces of the protein and membrane are assigned a dielectric constant of 2 to account for electronic polarizability, and those outside are assigned a dielectric constant of 80. An ion exclusion layer of 2 Å is added to the solutes. The potential is considered converged when its value changes less than 10−4 kT/e between successive iterations. Electrostatic free energies are obtained from the potentials, and the electrostatic free energy of interaction is determined as the difference between the electrostatic free energy of MA docked at the membrane surface, Gel(P,M), and the electrostatic free energies of the MA, Gel(P), and the membrane, Gel(M), taken separately: ⌬Gel = Gel(P · M) − [Gel(P) + Gel(M)] A sequence of focusing runs of increasing resolution (0.375, 0.75, 1.5, 3.0 grid/Å) with lattice sizes of 2733–3533 was employed. In the initial calculation, the MA/membrane model encompassed a small percentage of the lattice (w10%), and the potentials at the boundary points are approximately zero. The precision in the electrostatic free energies of interaction is <0.3 kcal/mol for all calculations, but is typically <0.1 kcal/mol. We did not calculate the full membrane partition coefficient. Rather, we calculated the orientation of minimum electrostatic free energy. Previous work established that this orientation describes well both the relative binding free energies and the electrostatic contribution to the absolute binding free energies (e.g., Ben-Tal et al., 1996; Murray and Honig, 2002). Calculations with PIP2 We followed the theoretical scheme outlined in previous work (Wang et al., 2004). The initial and final states of the system are composed of two equal-sized regions of membrane containing the same mole percent monovalent acidic lipid: in the initial state, one has MA adsorbed to its surface, Gel(P·M), and one has a single PIP2 lipid, Gel(PIP2·M); in the final state, one has PIP2 in the vicinity of the membrane-adsorbed MA, Gel(PIP2·P·M), and one has no PIP2, Gel(M). The electrostatic free energy for PIP2 sequestration was determined as: ⌬Gel(PIP2) = (Gel(PIP2 · P · M) + Gel(M)) − (Gel(P · M) + Gel(PIP2 · M)) ⌬Gel(PIP2) was calculated for the w30 lipid positions within the imprint of the MA on the membrane surface. The average electrostatic free energy of sequestration and the average entropic cost of PIP2 demixing were calculated as Boltzmann-weighted averages: < ⌬Gel(PIP2) > = Σ⌬Gj(exp( − ⌬Gj / kBT) / Q) S = − kBΣ[exp( − ⌬Gj / kBT) / Q]ln(exp( − ⌬Gj / kBT) / Q), where Q = Σ (exp(−⌬Gi/kBT) is the partition function, kB is the Boltzmann constant, T is the absolute temperature, ⌬Gj is the electro- Structure 1530 static free energy associated with PIP2 moving to position j in the membrane, and the sum is over all positions, j. Since the membrane contains 1 mole percent PIP2, we summed over 100 positions. The energetic and entropic costs for PIP2 sequestration by a membrane-adsorbed MA are given by ⌬Gel = <⌬Gel(PIP2)>2 − <⌬Gel(PIP2)>1, and ⌬GS = −T (S2 − S1), where <⌬Gel(PIP2)>1 and S1 are the averages in the absence of the MA, and <⌬Gel(PIP2)>2 and S2 are the averages in the presence of MA. We used the “bootstrap” resampling method to determine the statistical significance of these values (Efron and Tibshirani, 1993), which are precise to within 0.05 kcal/mol. Acknowledgments This work was supported by National Institutes of Health grant AI54167 and National Science Foundation (NSF) grant MCB030028 for advanced computational resources at the Pittsburgh Supercomputing Center (D.M.). Support from NSF grant MCB-0416708 is also acknowledged (B.H.). The authors are grateful to Stephen J. Matthews for the coordinates of BLV MA and to Stephen Goff, Volker Vogt, Amanda Dalton, Marilyn Resh, and Michael Summers for stimulating discussions. 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