Mathematical Biosciences 240 (2012) 35–44 Contents lists available at SciVerse ScienceDirect Mathematical Biosciences journal homepage: www.elsevier.com/locate/mbs Discrete-time models with mosquitoes carrying genetically-modified bacteria q Jia Li ⇑ Department of Mathematical Sciences, University of Alabama in Huntsville, Huntsville, AL 35899, United States a r t i c l e i n f o Article history: Received 29 January 2012 Received in revised form 21 May 2012 Accepted 29 May 2012 Available online 6 July 2012 Keywords: Mosquito population models Discrete-time models Genetically modified bacteria Ricker-type nonlinearity Stability Period-doubling bifurcation a b s t r a c t We formulate a homogeneous model and a stage-structured model for the interactive wild mosquitoes and mosquitoes carrying genetically-modified bacteria. We establish conditions for the existence and stability of fixed points for both models. We show that a unique positive fixed point exists and is asymptotically stable if the two boundary fixed points are both unstable. The unique positive fixed point exists and is unstable if the two boundary fixed points are both locally asymptotically stable. Using numerical examples, we demonstrate the models undergoing a period-doubling bifurcation. Ó 2012 Elsevier Inc. All rights reserved. 1. Introduction Mosquito-borne diseases, such as malaria, are considerable public health concerns worldwide. These diseases are transmitted between humans by blood-feeding mosquitoes. To prevent and control malaria, genetically-altered or transgenic mosquitoes provide a new and potentially effective weapon [6,8,12]. Nevertheless, while those transgenic mosquitoes resistant to malaria have been successfully produced in laboratories and can be eventually introduced into the field, there still exist substantial hurdles, including drive mechanisms, transposon stability, and multiple mosquito subspecies, that need to be overcome [17,18]. Given time these obstacles will eventually be surmounted, but, in the meantime, new control measures are needed quickly because the effectiveness of current measures is decreasing. The paratransgenic approach then may lead to a speedier solution [1,4,13,17,18]. Paratransgenesis is a technique that attempts to eliminate pathogens from vector populations through transgenesis of a symbiont of the vector [1,4]. The first step is to identify proteins that prevent the vector species from transmitting the pathogens. The genes coding for these proteins are then introduced into the symbiont, so that they can be expressed in the vector [15]. Such a technique, by utilizing bacteria, such as Escherichia coli and Enterobacter agglomerans, capable of colonizing the mosquito q The author thanks two anonymous referees for their careful reading and valuable comments and suggestions. This research was supported partially by U.S. National Science Foundation Grant DMS-1118150. ⇑ Tel.: +1 2568246470; fax: +1 2568246173. E-mail address: [email protected] 0025-5564/$ - see front matter Ó 2012 Elsevier Inc. All rights reserved. http://dx.doi.org/10.1016/j.mbs.2012.05.012 midgut to produce effector molecules that kill the Plasmodium parasite or inhibit its development, has been applied to controlling and preventing the malaria transmission [17,18]. This approach addresses several of the problems associated with the release of genetically-modified mosquitoes: (1) It is compatible with traditional control strategies such as insecticide treatment. (2) It is likely that the bacteria will be capable of colonizing a wide range of mosquito species, allowing for the treatment of reproductively isolated strains. (3) The production of sufficient recombinant bacteria is trivial in comparison with rearing sufficient transgenic mosquitoes, and safety guidelines for field trials of recombinant bacteria, although stringent, have already been established [20]. This approach has several advantages that (1) the feasibility of releasing genetically-modified, nonpathogenic bacteria has been or is being tested in several different systems; (2) a contained field trial was performed after risk assessment and approval by the US Environmental Protection Agency’s Office of Pollution Prevention and Toxics; (3) the logistics of producing sufficient numbers of bacteria for control is trivial compared with producing the numbers of mosquitoes required for population replacement, and bacteria can also be readily engineered to express multiple effector molecules; and (4) the bacterial approach does not require the release of biting insects that may pose local safety or nuisance problems [17,20]. The transmission mechanism of the genetically-modified bacteria (called transgenic bacteria for short) is different from the genetically-altered mosquitoes, and is complex. The transmission can be vertically as well horizontally. The transgenic bacteria come with the eggs reproduced vertically from the mosquitoes carrying the transgenic bacteria or from wild mosquitoes mating with the mosquitoes carrying the transgenic bacteria. They can also be 36 J. Li / Mathematical Biosciences 240 (2012) 35–44 transmitted horizontally between the larvae of the two types of mosquitoes through water during the first three metamorphic stages when they are in the same breeding sites. To better understand the transmission of the transgenic bacteria, we formulate simple discrete-time mathematical models for interacting wild and transgenic mosquito populations based on systems of difference equations in this paper. We first assume homogeneous mosquito populations without including the metamorphic stages of mosquitoes in Section 2. After basically analyzing the simplified model and using it as a basis, we then include mosquito metamorphic stages into our model formulation in Section 3. To make the mathematical analysis more tractable, however, we combine the three aquatic metamorphic stages of mosquitoes as one group such that there are only two groups for the wild mosquitoes as well for the mosquitoes carrying genetically-modified bacteria. We investigate the existence of fixed points and their stability for both models, and provide numerical examples to demonstrate our findings. Brief discussions are given in Section 4. 2. The homogeneous model We assume homogeneous mosquito populations and let xðnÞ and yðnÞ be the sizes of the wild mosquitoes and the mosquitoes carrying genetically-modified bacteria (called transgenic mosquitoes for short), respectively. The dynamics of the interaction between the mosquitoes can be described by the following system: xnþ1 ¼ ð1 Cðxn ; yn ÞÞB1 ðxn ; yn Þxn S1 ðxn ; yn Þ; ynþ1 ¼ ðB2 ðxn ; yn Þyn þ Cðxn ; yn ÞB1 ðxn ; yn Þxn ÞS2 ðxn ; yn Þ; ð2:1Þ where Bi and Si ; i ¼ 1; 2, are the birth and survival functions of the two types of mosquitoes, respectively, and C is the horizontal transmission rate that wild mosquitoes becoming carrying bacteria. Notice that the vertical transmission is characterized by the birth functions. The horizontal transmission depends on the mixing between wild and transgenic mosquitoes and the available bacterial loads per wild mosquitoes. Let wn :¼ yn =xn . Then we assume that the horizontal transmission rate is a function of w, such that C ¼ CðwÞ, and satisfies the following conditions 1 CðwÞ 2 C ½0; 1Þ; Cð0Þ ¼ 0; 0 C ðwÞ > 0; lim CðwÞ ¼ c 6 1; w!1 ð2:2Þ where the nonnegative constant c is the maximum horizontal transmission rate. More specifically, we take a simple form for C, that satisfies condition (2.2), as CðwÞ ¼ cw : 1þw ynþ1 cyn a1 xn þ a2 yn kðxn þyn Þ xnþ1 ¼ 1 xn e ; xn þ yn xn þ y n b1 xn þ b2 yn cxn a1 xn þ a2 yn yn ekðxn þyn Þ þ ynþ1 ¼ xn þ y n xn þ y n xn þ y n ð2:3Þ for xn P 0; yn P 0, and ðxn ; yn Þ – ð0; 0Þ, where we assume a1 > 1 and b2 > 1. Notice that a1 and b2 are the net reproductive numbers of the wild and transgenic mosquitoes, respectively. 2.1. Boundary fixed points System (2.3) has boundary fixed points E1 :¼ lnka1 ; 0 , if a1 > 1, and E2 :¼ 0; lnkb2 , if b2 > 1. The Jacobian matrices at E1 and E2 are given, respectively, by 1 ln a1 b1 a1 0 ! þc ð2:4Þ ; ð1 cÞ ab22 0 1 ln b2 ! ð2:5Þ : Thus, boundary fixed point E1 is locally asymptotically stable if b1 < a1 < e2 1c ð2:6Þ and is unstable if a1 > e2 ; or 1 c < b1 : a1 ð2:7Þ Boundary fixed point E2 is locally asymptotically stable if a2 ð1 cÞ < b2 < e2 ð2:8Þ and is unstable if b2 > e2 ; or b2 < 1 c: a2 ð2:9Þ 2.2. Positive fixed points We then investigate the existence of positive fixed points whose two components are both positive and their stability. Following the line as in [9], we assume that there is no fitness distinguish between the two types of mosquitoes. Then the interaction is governed by the following system xnþ1 ¼ 1 mosquito, respectively, d is the density-independent death rate, and k characterizes the carrying capacity. If x0 P 0; y0 P 0, and ðx0 ; y0 Þ – ð0; 0Þ; xn P 0 and yn P 0, and ðxn ; yn Þ – ð0; 0Þ, for all n P 1. We assume a1 > ed and b2 > ed , so that the origin ð0; 0Þ is a repeller. For convenience, we merge ed into ai and bi and, hereafter, consider the system cyn a1 xn þ a2 yn xn edkðxn þyn Þ ; xn þ yn xn þ y n b 1 xn þ b 2 y n cyn a1 xn þ a2 yn dkðxn þyn Þ ¼ yn edkðxn þyn Þ þ xn e xn þ y n xn þ yn xn þ yn b 1 xn þ b 2 y n cxn a1 xn þ a2 yn yn edkðxn þyn Þ ¼ þ xn þ y n xn þ y n xn þ y n for xn P 0; yn P 0, and ðxn ; yn Þ – ð0; 0Þ, where a1 and a2 are the numbers of wild offspring that a wild mosquito produces, through a mating with a wild and a transgenic mosquito, respectively, b1 and b2 are the numbers of transgenic offspring produced per transgenic mosquito, through a mating with a wild and a transgenic 2.2.1. Existence of positive fixed points It follows from (2.3) that a positive fixed point, ðx > 0; y > 0Þ, satisfies cy a1 x þ a2 y ; ekðxþyÞ ¼ 1 xþy xþy b1 x þ b2 y cx a1 x þ a2 y þ ; ekðxþyÞ ¼ xþy xþy xþy ð2:10Þ which leads to ð1 cÞða1 x þ a2 yÞ ¼ b1 x þ b2 y: Hence there exists a positive solution of (2.10) only if ðð1 cÞa1 b1 Þðb2 ð1 cÞa2 Þ > 0; ð2:11Þ 37 J. Li / Mathematical Biosciences 240 (2012) 35–44 that is, either Proof. We first have [11] b2 b1 <1c< ; a2 a1 ð2:12Þ ðb1 þ b2 wn Þð1 þ wn Þ ð1 cÞð1 þ wn Þða1 þ a2 wn Þ wn ð1 þ ð1 cÞwn Þða1 þ a2 wn Þ ð1 þ wn Þwn ¼ ðb1 þ b2 wn ð1 cÞða1 þ a2 wn ÞÞ ð1 þ ð1 cÞwn Þða1 þ a2 wn Þ ð1 cÞa1 b1 ð1 þ wn Þwn ¼ ðb2 ð1 cÞa2 Þ wn b2 ð1 cÞa2 ð1 þ ð1 cÞwn Þða1 þ a2 wn Þ ð1 þ wn Þwn ¼ ðb2 ð1 cÞa2 Þðwn w Þ : ð1 þ ð1 cÞwn Þða1 þ a2 wn Þ ð2:20Þ wnþ1 wn ¼ or b2 b1 >1c> : a2 a1 ð2:13Þ Thus, we notice, from (2.6)–(2.9), that a positive fixed point exists only if the two boundary fixed points, E1 and E2 are both stable or both unstable. Suppose either condition (2.12) or (2.13) holds. Writing y in terms of x, we have y¼ ð1 cÞa1 b1 x :¼ Ax: b2 ð1 cÞa2 ð2:14Þ Substituting (2.14) into (2.10) yields ð1 þ AÞ2 ekð1þAÞx ¼ ð1 þ ð1 cÞAÞða1 þ a2 AÞ: Suppose (2.13) holds, that is, b2 > ð1 cÞa2 . If w0 > w , then w1 > w0 , and consequently wnþ1 > wn , for all n P 1. Thus fwn g is an increasing sequence, going away from w . If w0 < w , then w1 < w0 and consequently wnþ1 < wn . Thus fwn g is a decreasing sequence, also going away from w . That is; w is an unstable repeller for (2.19). On the other hand, if (2.12) is satisfied, that is, b2 < ð1 cÞa2 , then fwn g is an increasing sequence if w0 < w , and a decreasing sequence if w0 > w . We next consider ð2:15Þ ðb1 þ b2 wn Þð1 þ wn Þ þ cða1 þ a2 wn Þ wn ð1 þ ð1 cÞwn Þða1 þ a2 wn Þ ðb1 þ b2 w Þð1 þ w Þ þ cða1 þ a2 w Þ w ð1 þ ð1 cÞw Þða1 þ a2 w Þ ðb1 þ b2 wn Þwn 1 þ wn ¼ a1 þ a2 wn 1 þ ð1 cÞwn ðb1 þ b2 w Þw 1 þ w cwn þ ða1 þ a2 w Þ 1 þ ð1 cÞw 1 þ ð1 cÞwn cw : 1 þ ð1 cÞw wnþ1 w ¼ Then, solving (2.15) for x, we obtain x¼ 1 ð1 þ ð1 cÞAÞða1 þ a2 AÞ : ln kð1 þ AÞ ð1 þ AÞ2 ð2:16Þ Define q :¼ 1 cA 1þA a1 þ a2 A ; 1þA ð2:17Þ that is, by substituting A into (2.17), q¼ Notice that ðb1 þ b2 wn Þwn a1 þ a2 wn b2 ð1 cÞb1 þ ð1 cÞðð1 cÞa1 a2 Þ a1 b2 a2 b1 : b2 ð1 cÞa2 b2 ð1 cÞa2 ð2:18Þ Then, under condition (2.12) or (2.13), x > 0 if and only if q > 1. In summary, we have the following results. Theorem 2.1. There exists a unique positive fixed point of system (2.3), with x given by (2.16) and y ¼ Ax, where A is defined in (2.14), if and only if q > 1 and (2.12) or (2.13) is satisfied. 2.2.2. Stability of the positive fixed point We next study the stability of the unique positive fixed point if it exists. Note that if x0 > 0; y0 > 0, the solutions of (2.3) have xn > 0 and yn > 0, for all n P 1. Let wn :¼ yn =xn , for n P 0; x0 > 0, y0 > 0, such that w0 > 0. It follows from (2.3) that wn satisfies the following equation wnþ1 b1 xn þ b2 yn cxn a1 xn þ a2 yn þ xn þ yn xn þ yn xn þ yn ¼ wn yn a1 xn þa2 yn 1 xncþy xn þy n ¼ n ð2:19Þ ðb1 þ b2 wn Þð1 þ wn Þ þ cða1 þ a2 wn Þ wn : ð1 þ ð1 cÞwn Þða1 þ a2 wn Þ We have the following results for the global dynamics of Eq. (2.19). Lemma 2.2. The unique positive fixed point of Eq. (2.19), w ¼ A, defined in (2.14), is globally asymptotically stable if condition (2.12) holds. It is unstable if condition (2.13) holds. and 1 þ wn 1 þ ð1 cÞwn are increasing functions of wn , and cwn 1 þ ð1 cÞwn cw 1 þ ð1 c Þw ¼ cðwn w Þ : ð1 þ ð1 cÞwn Þ:ð1 þ ð1 cÞw Þ Then if wn > w ; wnþ1 > w , and if wn < w , wnþ1 < w , for all n P 0. Together with the monotonicity of the sequence fwn g for either w0 < w or w0 > w , we have shown that the positive fixed point w of Eq. (2.19) is globally asymptotically stable. The proof is complete. h Remark 1. It follows from (2.6)–(2.9) that if one of the boundary equilibria is stable and one is unstable, no positive fixed point exists. If both boundary fixed points E1 and E2 are locally asymptotically stable, the positive fixed point may exist, but must be unstable. If both boundary fixed points E1 and E2 are unstable, the positive fixed point may exist. It may be stable, or unstable. Further analysis follows. We now investigate the stability of the positive fixed point of system (2.3). Let the positive fixed point of Eq. (2.19), denoted by w, be globally asymptotically stable. Then the x-limit set of solutions with x0 > 0 and y0 > 0 lies in the line y ¼ Ax [5,19,21], and by setting yn ¼ Axn , the two equations in (2.3) become cA a1 þ a2 A kð1þAÞxn xn e xnþ1 ¼ 1 ; 1þA 1þA b1 þ b2 A c a1 þ a2 A þ yn ekð1þ1=AÞyn : ynþ1 ¼ 1þA 1þw 1þA ð2:21Þ 38 J. Li / Mathematical Biosciences 240 (2012) 35–44 10 8 wild mosquitoes transgenic mosquitoes 9 wild mosquitoes transgenic mosquitoes 7 6 Mosquito Populations Mosquito Populations 8 7 6 5 4 3 5 4 3 2 2 1 1 0 10 20 30 40 50 60 70 0 80 10 20 30 Time n 40 50 60 70 80 Time n Fig. 1. Fix c ¼ 0:65 and k ¼ 0:2. With parameters given in (2.22), boundary fixed point E1 is stable and boundary fixed point E2 is unstable, as shown in the left figure. With parameters given in (2.23), boundary fixed point E1 is unstable and boundary fixed point E2 is stable, as shown in the right figure. No positive fixed point exists in either case. 25 25 wild mosquitoes transgenic mosquitoes wild mosquitoes transgenic mosquitoes 20 Mosquito Populations Mosquito Populations 20 15 10 5 0 15 10 5 10 20 30 40 50 60 70 80 0 10 20 30 Time n 40 50 60 70 80 Time n Fig. 2. With parameters given in 2.24, both boundary fixed points E1 and E2 are locally asymptotically stable while a unique positive fixed point exists but is unstable. The solution with initial value ðx0 ; y0 Þ ¼ ð14; 0:5Þ approaches E1 as shown in the left figure, and the solution with initial value ðx0 ; y0 Þ ¼ ð4; 22Þ approaches E2 , as shown in the right figure. The two equations in (2.21) are uncoupled and are Ricker-type equations. Its positive fixed point ðx ; y Þ ¼ ðx ; Ax Þ, if it exists, is globally asymptotically stable provided ln cA a1 þ a2 A < 2; 1 1þA 1þA that is, q < e2 . The positive fixed point is unstable if q > e2 [2,19]. We summarize the stability results for the positive fixed points as follows. Theorem 2.3. Suppose that the unique positive fixed point of system (2.3), ðx ; Ax Þ, where x is given in (2.16) and A is given in (2.14), exists. Then it is globally asymptotically stable if condition (2.12) holds and q < e2 , where q is given in (2.18). This unique positive fixed point is unstable if condition (2.13) holds, or q > e2 . 2.3. Numerical examples We now give numerical examples in this section to verify the dynamics of system (2.3). Example 1. Fix parameters c ¼ 0:65 and k ¼ 0:2. With parameters a1 ¼ 5; a2 ¼ 11; b1 ¼ 1; b2 ¼ 3; ð2:22Þ conditions (2.6) and (2.9) are satisfied. Boundary fixed point E1 is locally asymptotically stable and boundary fixed point E2 is unstable. No positive fixed point exists in this case. The dynamics of system (2.3) are shown in the left figure in Fig. 1. With parameters a1 ¼ 5; a2 ¼ 8; b1 ¼ 4; b2 ¼ 3; ð2:23Þ conditions (2.7) and (2.8) are satisfied. Boundary fixed point E1 is unstable and boundary fixed point E2 is locally asymptotically stable. No positive fixed point exists either. The dynamics of system (2.3) are shown in the right figure in Fig. 1. Example 2. We use the following parameters a1 ¼ 7; a2 ¼ 5; b1 ¼ 1; b2 ¼ 6; k ¼ 0:1; c ¼ 0:8; ð2:24Þ such that both boundary fixed points E1 ¼ ð19:4591; 0Þ and E2 ¼ ð0; 17:9176Þ are locally asymptotically stable. Since q ¼ 6:4458, there exists a unique positive fixed point ð17:2540; 1:3803Þ, but it 39 J. Li / Mathematical Biosciences 240 (2012) 35–44 is unstable. The solution with initial value ðx0 ; y0 Þ ¼ ð14; 0:5Þ approaches E1 and the solution with initial value ðx0 ; y0 Þ ¼ ð4; 22Þ approaches E2 , as shown in Fig. 2. Example 3. We use the following parameters a1 ¼ 21; a2 ¼ 8; b1 ¼ 24; b2 ¼ 3; k ¼ 0:1; ð2:25Þ in this example, and let c vary. As c ¼ 0, the two boundary fixed points are both unstable, and there exists a positive fixed point ð20:6455; 8:2582Þ. However, since q ¼ 18 > e2 , the positive fixed point is unstable. The behavior of the dynamics of system (2.3) is chaotic. We then increase c to 0:04; 0:1, and 0:22, respectively. A positive fixed point still exists in each of these cases, but the values of q are 14:8679; 13:1103, and 10:0448, respectively, such that the fixed 60 40 wild mosquitoes transgenic mosquitoes Mosquito Populations 50 Mosquito Populations wild mosquitoes transgenic mosquitoes 35 40 30 20 30 25 20 15 10 10 5 0 10 20 30 40 50 60 70 0 80 10 20 30 Time n 40 50 30 Mosquito Populations Mosquito Populations 30 25 20 15 10 25 20 15 10 5 5 10 20 30 40 50 60 70 0 80 10 20 30 40 50 60 70 80 Time n Time n 25 25 wild mosquitoes transgenic mosquitoes wild mosquitoes transgenic mosquitoes 20 Mosquito Populations 20 Mosquito Populations 80 wild mosquitoes transgenic mosquitoes wild mosquitoes transgenic mosquitoes 15 10 15 10 5 5 0 70 35 35 0 60 Time n 0 10 20 30 40 Time n 50 60 70 80 10 20 30 40 50 60 70 80 Time n Fig. 3. Given parameters given in 2.25, we vary parameter c. As c ¼ 0, system 2.3 exhibits chaotic behavior as shown in the upper left figure. For c ¼ 0:04, an eight-cycle appears as shown in the upper right figure. For c ¼ 0:1 and c ¼ 0:22, a four-cycle and a two-cycle appear, shown in the middle two figures. All of the cycles are stable. Notice that there exists a positive fixed point in each of these cases, but since q > e2 for all of these cases, the positive fixed points are all unstable. As c ¼ 0:5, q ¼ 4:7551 < e2 , and the positive fixed point ð1:0753; 14:5168Þ becomes stable as shown in the lower left figure. For c ¼ 0:8, q ¼ 0:9754, there exists no positive fixed point, and boundary fixed point E2 is stable as shown in the lower right figure. 40 J. Li / Mathematical Biosciences 240 (2012) 35–44 point is unstable. A cycle with a large period, a four-cycle, and a two-cycle, appear, respectively, and all are stable. As c ¼ 0:5; q ¼ 4:7551 < e2 , and positive fixed point ð1:0753; 14:5168Þ becomes globally asymptotically stable. We then increase c to 0:8 such that q ¼ 0:9754. No positive fixed point exists and boundary fixed point E2 is stable. The dynamics are all shown in Fig. 3. k2 x < 2; k2 ln r 0 < 2; k1 þ k2 i:e: ð3:5Þ then 1 þ det J1 < 2. It follows from 1 þ det J 1 trJ 1 ¼ ðk1 þ k2 Þx > 0 and 1 det J 1 trJ 1 ¼ ðk1 k2 Þx < 0; 3. Stage-structured models that jtrJ 1 j < 1 þ det J1 , if k1 < k2 . Thus, we have the following results. The transgenic bacteria can be transmitted vertically and horizontally. They come vertically with the eggs laid by the mosquitoes carrying the transgenic bacteria, or from the wild mosquitoes mating with the mosquitoes carrying the transgenic bacteria. They can also be transmitted horizontally between the larvae of the two types of mosquitoes through water during the first three metamorphic stages when they are in the same breeding sites. We follow a line similar to the stage-structured models for transgenic mosquitoes in [10] where the three aquatic metamorphic stages are combined as one group, call larvae. With this simplification, the wild mosquitoes are divided into two groups xn and un , the larvae and adults, and the mosquitoes carrying transgenic bacteria are divided into yn and v n , also the larvae and adults. Theorem 3.1. Suppose r 0 > 1, the trivial fixed point ð0; 0Þ is unstable and there exists a unique positive fixed point whose two components x and u , are given in (3.3). The positive fixed point is locally asymptotically stable if k1 < k2 < 2 k1 þ k2 ln r 0 ð3:6Þ and is unstable if k1 > k2 ; or k2 > 2 k1 þ k2 : ln r 0 ð3:7Þ 3.1. In the absence of interaction 3.2. Interacting populations We first study the dynamics of the mosquitoes in the absence of interaction between the two types. While interspecific competition and predation are rather rare events and could be discounted as major causes of larval mortality, intraspecific competition could represent a major density dependent source for them. Hence the effect of crowding of larvae could be an important factor in the population dynamics of mosquitoes [3,7,14,16], and we assume that the density-dependent larvae mortality and emergence rate are both functions of the larvae size. Then, in the absence of interaction, the dynamics of the mosquito population with or without transgenic bacteria are described by the following system: We then consider that the two types of mosquitoes interact. Let xn and un be the numbers of the wild mosquito larvae and adults, and yn and v n be the numbers of the larvae and adults of the mosquitoes carrying transgenic bacteria, respectively. We assume that the emergence rates and the death rates of the adult wild and transgenic mosquitoes are the same. Then the dynamics of the interacting populations are governed by the following system: xnþ1 ¼ run ed1 k1 xn ; xnþ1 ¼ 1 cyn xn þ y n a1 un þ a2 v n un ek1 ðxn þyn Þ ; un þ v n unþ1 ¼ b1 xn ek2 ðxn þyn Þ ; b1 un þ b2 v n cyn a1 un þ a2 v n vn þ un ek1 ðxn þyn Þ ; ynþ1 ¼ un þ v n xn þ yn un þ v n v nþ1 ¼ b2 yn ek ðx þy Þ 2 unþ1 ¼ bxn ed2 k2 xn ; n n ð3:8Þ where r > 0 is the per capita birth rate of adults, di > 0; i ¼ 1; 2, the death rates, ki > 0; i ¼ 1; 2, the constants describing the carrying capacity of larvae and adults, respectively, and b > 0 the maximum death-adjusted emergence rate from larvae to adults. For convenience, we merge ed1 and ed2 into r and b, respectively, and keep the same r and b, without confusion, such that the system becomes for x0 P 0; u0 P 0; y0 P 0; v 0 P 0, and ðx0 ; y0 Þ – ð0; 0Þ. If x0 P 0; y0 P 0, and ðx0 ; y0 Þ – ð0; 0Þ; xn P 0; un P 0, yn P 0; v n P 0, and ðxn ; un ; yn ; v n Þ – ð0; 0; 0; 0Þ, for all n P 1. We define the net reproductive numbers for the wild and transgenic mosquito populations as xnþ1 ¼ run ek1 xn ; r01 :¼ a1 b1 ; unþ1 ¼ bxn e k2 xn ð3:1Þ : respectively. We assume r0i > 1; i ¼ 1; 2, The origin ð0; 0Þ is a trivial fixed point. We define the net reproductive number of the mosquitoes as r 0 :¼ rb 1 ln r 0 ; k1 þ k2 u ¼ 1 k1 x ¼ bx ek2 x : xe r ð3:3Þ The Jacobian matrix at this positive fixed point has the form of J1 ¼ k1 < k2 < 2 ð3:2Þ and assume r 0 > 1. Then the origin is unstable and there exists a positive fixed point ðx > 0; u > 0Þ, given by x ¼ x u k1 x r 02 :¼ b2 b2 ; bek2 x bk2 ek2 x x 0 ! ¼ k1 x u x ð1 k2 x Þ x u 0 ! ð3:4Þ and the positive fixed point is stable if jtrJ1 j < 1 þ det J 1 < 2. Now that the trace of J1 is trJ1 ¼ k1 x , and the determinant of J1 is det J 1 ¼ k2 x 1. If k1 þ k2 ln r 01 ð3:9Þ k1 þ k2 ; ln r 02 ð3:10Þ and k1 < k2 < 2 so that both of the origins are unstable and both of the positive fixed points are locally asymptotically stable for the two subsystems of (3.8) in the absence of interaction between the wild and transgenic mosquitoes. 3.2.1. Boundary fixed points As the interaction takes place, the coupled system (3.8) has two boundary fixed points E01 :¼ ðx > 0; u > 0; y ¼ 0; v ¼ 0Þ and E02 :¼ ðx ¼ 0; u ¼ 0; y > 0; v > 0Þ. Notice that if both x0 ¼ 0 and 41 J. Li / Mathematical Biosciences 240 (2012) 35–44 u0 ¼ 0, or both y0 ¼ 0 and v 0 ¼ 0, initially, the dynamics of system (3.8) are similar to the dynamics of system (3.1). We then study the asymptotic behavior of the two boundary fixed points for ðx0 ; u0 Þ – ð0; 0Þ and ðy0 ; v 0 Þ – ð0; 0Þ and have the following results. Theorem 3.2. We assume the net reproductive numbers r 0i > 1; i ¼ 1; 2. Then system (3.8) has two boundary fixed points E01 ¼ ðx ; u ; 0; 0Þ, where x and u are given by x ¼ 1 ln r 01 ; k1 þ k2 u ¼ b1 x ek2 x ð3:11Þ and E02 ¼ ð0; 0; y ; v Þ, where y and v are given by 1 y ¼ ln r02 ; k1 þ k2 : v k2 y ¼ b2 y e ð3:12Þ Under condition (3.9), boundary fixed point E01 is locally asymptotically stable if b2 a1 < ð1 cÞ b1 b1 ð3:13Þ b2 a1 > ð1 cÞ: b1 b1 ð3:14Þ Under condition (3.10), boundary fixed point E02 is locally asymptotically stable if a2 b ð1 cÞ < 2 b2 b1 ð3:15Þ and is unstable if a2 b ð1 cÞ < 2 : b2 b1 ð3:16Þ ! 0 J 22 where Jf1g 11 0 b1 x a1 u c 2u 0 b1 x 1 det J f1g 22 ¼ c; b1 b2 ¼ : a1 b1 f1g Then 1 þ det det J f1g 22 < 2, and hence J 22 is stabile if b1 b2 b1 b2 1 þ <c<1 ; a1 b1 a1 b1 ! 0 f2g J 22 ; where 0 f2g J11 ¼ @b 0 1 v b2 y and f2g f2g det J 11 ¼ ð1 cÞ trJ11 ¼ 0; a2 b1 ; b2 b2 f2g f2g that 1 þ det J f2g 22 < 2 and jtrJ 22 j < 1 þ det J 22 if and only if condition (3.15) is satisfied. The proof is complete. h 3.2.2. Positive fixed points Now we turn our attention to the positive fixed points of system (3.8). We first have the following results for the existence. Theorem 3.3. Define q^ :¼ b1 1 B :¼ cb1 B b2 þ b1 B a1 þ a2 B ; 1þB ð3:18Þ b1 a1 ð1 cÞ b2 b1 b2 b2 b1 a2 ð1 cÞ ^ > 1. Then there exists a unique positive fixed point of and assume q system (3.8), given by b2 ^; ln q ðk1 þ k2 Þðb2 þ b1 BÞ b y ¼ 1 Bx ; v ¼ Bu ; b2 x ¼ u ¼ b1 x ek2 ð1þpÞx ; ð3:19Þ if and only if ð1cÞa2 y b2 v 0 1 A cy a1 u þ a2 v k1 ðx þy Þ x ¼ 1 ue ; x þ y u þ v ð3:17Þ u ¼ b1 x ek2 ðx þy Þ ; b1 u þ b2 v cy a u þ a v v þ 1 2 u ek1 ðx þy Þ ; y ¼ u þv x þy u þv v ¼ b2 y ek because the right inequality in (3.17) is equivalent to (3.15), and if (3.15) holds, the left inequality in (3.17) is satisfied. The Jacobian at E02 has the form of J f2g 11 f21g The stability of J f2g 22 is similar to that of J 1 in (3.4). For J 22 , it follows from ð3:20Þ ð3:21Þ Proof. The components of a positive fixed point of system (3.8) ðx ; u ; y ; v Þ need to satisfy the following equations: A: The stability conditions for J f1g 11 are the same as those for system f1g (3.1). To investigate the stability of J 22 , we have trJ f1g 22 : b2 b2 b b1 >1c> 2 : b1 a2 b1 a1 has the same form as in (3.4), and ¼ @b f1g J22 0 or ; f1g v b2 b2 b b1 <1c< 2 ; b1 a2 b1 a1 Proof. The Jacobian at E01 has the form of f1g k2 y ð1 k2 y Þ vy where and is unstable if J 11 J f2g 22 ¼ ! y 2 ðx þy Þ : ð3:22aÞ ð3:22bÞ ð3:22cÞ ð3:22dÞ It follows from (3.22b) and (3.22d) that u v ¼ b1 x : b2 y Letting y ¼ p x and v ¼ q u , and substituting them into (3.22a) and (3.22c), we obtain cp a1 þ a2 q b1 þ b2 q cp a1 þ a2 q p 1 ¼ q þ ; 1 þ p 1 þ q 1 þ q 1 þ p 1 þ q b q ¼ 2 p : b1 ð3:23Þ Solving (3.23), we have p ¼ b1 B; b2 q ¼ B: ð3:24Þ 42 J. Li / Mathematical Biosciences 240 (2012) 35–44 ^ > 1 and condition (3.20) or (3.21), solving for x ; u ; y , With q and v , yields (3.19). h To study stability of the positive fixed point, we first let pn :¼ yn =xn and qn :¼ v n =un , and consider the system cyn a1 un þa2 v n b1 un þb2 v n un n þ x þy u þv u þv pnþ1 ¼ n xnnþð1cÞy an un nþa v nn n n 1 2 u n xn þyn un þv n v qnþ1 ¼ ðb1 þ b2 qn Þð1 þ pn Þqn þ cpn ða1 þ a2 qn Þ ¼ ; ð1 þ ð1 cÞpn Þða1 þ a2 qn Þ b2 yn eðk3 un þk4 v n Þ b2 ¼ p : b1 xn eðk3 un þk4 v n Þ b1 n cp a1 þ a2 q k1 ð1þp Þxn xnþ1 ¼ 1 un e ; 1 þ p 1 þ q unþ1 ¼ b1 xn ek2 ð1þp ð3:25Þ Theorem 3.4. The unique positive fixed point ðp ; q Þ ¼ ðb1 =b2 B; BÞ of system (3.25) is globally asymptotically stable if condition (3.20) is satisfied, and is unstable if condition (3.21) is satisfied. ð3:27Þ n and 1 b1 þ b2 q cp a1 þ a2 q þ v n ek1 1þp yn ; 1þq 1 þ p ð1 þ q Þq 1 b ¼ 2 yn ek2 1þp yn : p ynþ1 ¼ v nþ1 We have the following results for system (3.25). Þx ð3:28Þ Systems (3.27) and (3.28) are the same type as system (3.1). Directly from Theorem 3.1, the positive fixed point of system (3.27) is asymptotically stable if k1 < k2 < 2 k1 þ k2 ; lnðr 1 Þ where cp a1 þ a2 q r1 ¼ b1 1 ; 1þp 1 þ q Proof. Define functions 1 þ pn f1 ðpn Þ :¼ ; 1 þ ð1 cÞpn ðb1 þ b2 qn Þqn : gðqn Þ :¼ a1 þ a2 qn f 2 ðpn Þ :¼ cpn 1 þ ð1 cÞpn ; ^ . From (3.23), we also have which is indeed equal to q Then they are increasing functions of pn and qn , respectively. It follows from pnþ1 p ¼ f 1 ðpn Þgðqn Þ f1 ðp Þgðq Þ þ f2 ðpn Þ f2 ðp Þ > 0; if p0 > p and q0 > q ; < 0; if p0 < p and q0 < q ; that pn > p and qn > q , if p0 > p and q0 > q , and pn < p and qn < q , if p0 < p and q0 < q , for all n P 1. Similarly as in Section 2.2, we have 1 þ pn b1 þ b2 qn qn ð1 cÞpn 1 þ ð1 cÞpn a1 þ a2 qn ð1 þ pn Þqn ðb ðb1 þ b2 qn Þ ¼ b2 ð1 þ ð1 cÞpn Þða1 þ a2 qn Þ 2 b1 ð1 cÞða1 þ a2 qn ÞÞ ð1 þ pn Þqn ðb b2 b1 ð1 cÞa2 Þ ¼ b2 ð1 þ ð1 cÞpn Þða1 þ a2 qn Þ 2 b a1 ð1 cÞ b2 b1 qn 1 b2 b2 b1 a2 ð1 cÞ b1 a2 ð1 þ pn Þqn b2 b2 ð1 cÞ ðqn q Þ ¼ b2 ð1 þ ð1 cÞpn Þða1 þ a2 qn Þ b1 a2 pnþ1 pn ¼ ð3:26Þ Hence we have the following stability results for the positive fixed point of system (3.8). Theorem 3.5. Suppose the unique positive fixed point ðx ; u ; y ; v Þ of system (3.8) exists. Then it is locally asymptotically stable if condition (3.20) holds and k1 < k2 < 2 k1 þ k2 ; ^Þ lnðq ð3:29Þ ^ is defined in (3.18). The positive fixed point is unstable if where q k1 > k2 ; k2 > 2 k1 þ k2 ; ^Þ lnðq ð3:30Þ or condition (3.21) holds. It is clear that if b1 ¼ b2 , the dynamics of system (3.8) are the same as those of system (2.3). We then notice, from Theorems 3.2, 3.3, and 3.5, that if b2 < b1 , increasing b1 is stabilizing the boundary fixed point E1 , and if b1 < b2 , increasing b2 is stabilizing the boundary fixed point E2 . We provide two examples to verify the fact as follows. Example 4. We use the following parameters: a1 ¼ 5; a2 ¼ 11; b1 ¼ 1; b2 ¼ 3; c ¼ 0:65; k1 ¼ 0:2 k2 ¼ 0:4; and qnþ1 qn ¼ b2 b1 þ b2 q cp a1 þ a2 q ^: ¼ r1 ¼ q þ p 1 þ q 1 þ p ð1 þ q Þq b2 p pn : b1 nþ1 Suppose condition (3.20) holds. Then, sequences fpn g and fqn g are both increasing if p0 < p and q0 < q , and are both decreasing if p0 > p and q0 > q . Hence, ðpn ; qn Þ approaches ðp ; q Þ globally, as n ! 1. On the other hand, if condition (3.21) holds, then fpn g and fqn g are both decreasing, provided p0 < p and q0 < q , and increasing, provided p0 > p and q0 > q . Hence the positive fixed point is unstable. h We then investigate the stability of the positive fixed point of system (3.8) as follows. As in Section 2.2, we let the positive fixed point ðp ; q Þ of system (3.25) be globally asymptotically stable. Then the x-limit set of solutions of system (3.8) with x0 > 0; u0 > 0; y0 > 0, and v 0 > 0, lies in ðy; v Þ ¼ ðp x; q uÞ. By setting yn ¼ p xn and v n ¼ q un , system (3.25) becomes the following two uncoupled systems: ð3:31Þ which are the same as in Example 1 while no stage structure is included. As b1 ¼ 0:6 and b2 ¼ 0:7, both net reproductive numbers r0i > 1; i ¼ 1; 2. Conditions (3.9), (3.13), and (3.16) are all satisfied. Boundary fixed point E1 ¼ ð1:8310; 0:5282; 0; 0Þ is asymptotically stable and E2 ¼ ð0; 0; 1:2366; 0:4524Þ is unstable. No positive foxed point exists. The dynamics are similar as those in Example 1. Since b1 < b2 , increasing b2 is stabilizing E2 . With the same b1 ¼ 0:6 but b2 is increased to 0:8, conditions (3.9), (3.13), and (3.15) are satisfied. Now both E1 and E2 ¼ ð0; 0; 1:2366; 0:4524Þ are locally asymptotically stable. A positive fixed point exists, but is unstable. Solutions approach either E1 or E2 , depending on their initial values, as shown in Fig. 4. Example 5. We use the following parameters: a1 ¼ 5; a2 ¼ 8; b1 ¼ 4; b2 ¼ 3; c ¼ 0:65; k1 ¼ 0:2 k2 ¼ 0:4 ð3:32Þ 43 J. Li / Mathematical Biosciences 240 (2012) 35–44 3 2.5 wild larvae transgenic larvae wild larvae transgenic larvae 2.5 Mosquito Populations Mosquito Populations 2 2 1.5 1 1 0.5 0.5 0 1.5 10 20 30 40 50 60 70 0 80 10 20 30 Time n 40 50 60 70 80 Time n Fig. 4. Use the parameters in 3.31. For b1 ¼ 0:6 and b2 ¼ 0:8, both boundary fixed points E1 and E2 are locally asymptotically stable. The solution with initial value ð1; 0:5; 0:1; 0:1Þ approaches E1 , as shown in the left figure. The solution with initial value ð0:2; 0:01; 1:5; 0:5Þ approaches E2 , as shown in the right figure. 1.6 1.6 wild larvae transgenic larvae 1.4 1.2 Mosquito Populations Mosquito Populations 1.2 1 0.8 0.6 1 0.8 0.6 0.4 0.4 0.2 0.2 0 wild larvae transgenic larvae 1.4 10 20 30 40 50 60 70 80 Time n 0 10 20 30 40 50 60 70 80 Time n Fig. 5. Use the parameters in 3.32 and fix b2 ¼ 0:5. For b2 ¼ 0:51, boundary fixed point E1 is unstable and E2 is asymptotically stable. No positive foxed point exists. The dynamics are shown in the left figure. By increasing b2 to b2 ¼ 0:7, both boundary fixed points become unstable and a locally asymptotically stable positive fixed point appears. The dynamics are shown in the right figure. and fix b2 ¼ 0:5 As b1 ¼ 0:51, conditions (3.9), (3.14), and (3.15) are all satisfied. Boundary fixed point E1 ¼ ð1:5602; 0:4263; 0; 0Þ is unstable and E2 ¼ ð0; 0; 0:6758; 0:2630Þ is asymptotically stable. No positive foxed point exists. Since b2 < b1 , increasing b1 is destabilizing E2 . Fix b2 ¼ 0:5 but increase b1 to b1 ¼ 0:7. Both E1 and E2 are unstable and a locally asymptotically stable positive fixed point ð0:4779; 0:1761; 1:1267; 0:2965Þ appears. The dynamics are shown in Fig. 5. 4. Concluding remarks We have formulated two simple discrete-time models to study the dynamics of the interacting wild mosquitoes and mosquitoes carrying genetically-modified bacteria in this preliminary research. We first assume that the both mosquito populations are homogeneous without distinguishing their metamorphic stages and formulate model system (2.3) in Section 2. We then include the metamorphic stages of mosquitoes but combine the three aquatic metamorphic stages as one group to formulate stage-structured model system (3.8). For both of the model systems, we fully investigated their dynamics and obtained conditions for the existence of all possible fixed points and conditions for the stability of the fixed points. We assume that the net reproductive numbers for the two mosquito populations are greater than one so that the boundary fixed points, E1 and E2 for (2.3) and E01 and E02 for (3.8), always exist. Under such a hypothesis, we showed that a unique positive fixed point exists if and only if the two boundary fixed points are both stable or unstable. If both of the boundary fixed points are locally asymptotically stable, the positive fixed point may exist but must be unstable. If both of the boundary fixed points are unstable, the positive fixed point is asymptotically stable provided such additional conditions as q < e2 for model (2.3), and (3.29) for model (3.8), are satisfied. Keep the both boundary fixed points unstable. A period-doubling bifurcation may appear as parameters vary. Example 3 demonstrates such dynamical features by using c as a bifurcation parameter. The transgenic bacteria can be transmitted vertically and horizontally. The vertical transmission is determined by the matings between the wild and transgenic mosquitoes, described by ai and bi ; i ¼ 1; 2, and the horizontal transmission is described by c. The mixing of these parameters determines the dynamics of the model ^, systems. In particular, q, defined in (2.17), for model (2.3) and q defined in (3.18), for model (3.8), combine all of these parameters, characterize the interaction, and establish bases for the asymptotic dynamics of the model systems. It affects the two boundary fixed points, but determines more the existence and stability of the positive fixed point – the coexistence of the two types of mosquitoes. 44 J. Li / Mathematical Biosciences 240 (2012) 35–44 While the vertical transmission plays an important role in changing the wild mosquitoes to carrying transgenic bacteria, it seems that the horizontal transmission makes a clear picture that it can drive the wild mosquitoes to extinct as c becomes sufficiently large, as shown in Example 3. While the qualitative behavior of the stage-structured model (3.8) is similar to that of the homogeneous model (2.3), the characters of the adults can also change the dynamics of the interactive populations. As is shown in Examples 4 and 5, the death-adjusted emergence rates, bi ; i ¼ 1; 2, can reverse the stability of the boundary and positive fixed points. In addition, the carrying capacity parameter for adults, k2 can also change the stability of the fixed points. 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