INTRODUCTION CHAPTER 1 General introduction 9 CHAPTER 1 Fibre type composition of limb muscles Any voluntary activity of skeletal muscle is under control of the central nervous system, which executes such control via the so-called “final common path”— motoneurones localized in the brainstem or spinal ventral cord (Sherrington, 1906). Each single motoneurone innervates a homogeneous population of muscle fibres, together composing a functional entity— the motor unit. Within a motor unit, the properties of the innervating motoneurone are generally well matched to those of its innervated muscle fibres (Burke, 1981; Kernell 1992). However, there are different types of motor units containing different types of muscle fibres. Thus, mammalian skeletal muscle is not a uniform tissue. Traditionally, muscles were anatomically classified into red (slow) and white (fast) based on their colour, the colour difference emerging due to differences in the content of myoglobin, cytochrome oxidase and capillaries. With the arrival of modern histochemistry it became evident that such differences also existed between individual muscle fibres, contained within single muscles. The various fibre and motor unit types can be classified on the basis of differences in morphological, biochemical, histochemical, and physiological properties, which has led to a variety of nomenclatures (e.g. Brooke and Kaiser, 1970; Burke et al, 1971; Edgerton and Simpson, 1969; Peter et al, 1972; Stein and Padykula, 1962; reviews: Burke, 1981; Pette and Staron, 1990, 1997). The most commonly used physiological categorization separates motor units into types S (slow-twitch fatigue resistant), FR (fast-twitch fatigue resistant) and FF (fast10 twitch fatiguable) (Burke, 1981; Burke et al., 1971; 1973). Histochemically, muscle fibres are often subdivided into types I, IIA and IIB, as based on the pH sensitivity of their myofibrillar ATPase (mATPase) (Brooke and Kaiser, 1970; Guth and Samaha, 1970). Direct comparisons between histochemical and physiological properties have demonstrated that type I fibres tend to be slow and type II fibres fast. Combinations of staining for mATPase and metabolic enzymes are typically used for a third classification into SO (slow-oxidative), FOG (fast-oxidative-glycolytical), and FG (fastglycolytical) muscle fibres (e.g. Peter et al., 1972). The various classification systems correspond such that type S ~ I ~ SO, type FR ~ IIA ~ FOG and type FF ~ IIB ~ FG. It should be noted that any classification system of muscle fibre types is more or less arbitrary because most properties of muscle fibres show a continuous gradation. Even within single muscles, properties vary between fibres belonging to the same category or “type”, and the same “type” of fibre may have quite different properties in different animal species. One of the least gradual and most distinct classifications is that between type I and II fibres, as seen in mATPase histochemistry. This is the classification used in the present investigation. As compared to the type II fibres, the type I fibres have slow isometric twitches, a slow shortening speed, a predominantly oxidative metabolism and a great resistance to fatigue. They occur in most mammalian muscles but tend to be particularly prominent in muscles with pronounced postural functions. They are well adapted to such functions thanks to their low rate INTRODUCTION of ATP usage in near-isometric (postural) contractions. On the other hand, the type II fibres have a high speed of shortening and are well equipped for the rapid anaerobic mobilization of energy (well provided with glycolytic enzymes): these fibres are adapted for rapid and/or powerful contractions used in movements. The mATPase is part of the myosin molecule, whose properties are important for determining the maximal shortening speed of a muscle fibre. When compared under “life-like” biochemical conditions, myosins with a high mATPase activity tend to be more rapidly contracting than those with a lower one (Barany et al., 1965; Seidel et al., 1964). It should be noted, however, that the common kind of histochemical mATPase staining is based on differences in pH sensitivity between the various myosin isozymes and not on differences in their normally expressed enzyme activity. The myosin molecule consists of two heavy and four light chains. Different fibre types (e.g., types I and II) contain different specific sets of the myosin heavy and light chains (cf. Billeter et al., 1981; Salviati et al., 1982; Young, 1982). Besides the adult types of myosin, there are also isoforms which appear only during the course of early stages of development (embryonic and neonatal heavy chains; cf. Hoh and Yeoh, 1979; Whalen et al., 1981). Differences in myosin composition covary with numerous other aspects of biochemical specialization, such as differences in thin filament composition (e.g. regulatory proteins; cf. Dhoot and Perry, 1979; Mikawa et al., 1981), sarcoplasmic reticulum and metabolic enzyme equipment (see above). Differentiation of muscle fibre types How do muscle fibres differentiate into different types? It seems clear that the first stages of muscle fibre differentiation take place already in early prenatal periods. Mammalian skeletal muscles are progressively built up from successive generations of cells (cf. Ashmore et al., 1972; Kelly and Zacks, 1969). At the inception of myogenesis, myoblasts in the primary muscle mass replicate and fuse to form the primary generation of myotubes, which will largely differentiate into the adult type I (slow) fibres (Rubinstein and Kelly, 1981). Later on, a secondary generation of myotubes forms, typically growing along the sides of the primary myotubes and emerging through fusion of newly replicated myoblasts (Ontell, 1977). The second generation of myotubes will predominantly develop into adult type II (fast) fibres (Rubinstein and Kelly, 1981). Following these initial, genetically pre-programmed stages of muscle development, the expression of muscle fibre properties (including its myosin composition) may be markedly influenced and altered by several different factors, including hormone levels (particularly thyroid), the kind of innervation (“fast” or “slow” motoneurones), and the kind and extent of muscle use. The primary myotubes have been demonstrated to develop even without innervation. Development of the second generation does, however, commonly require innervation and perhaps even activity (Harris, 1981; cf., however, Condon et al., 1990). The homogeneity of muscle fibres within the same motor unit (cf. Gauthier et al., 1983; Kugelberg and Lindegren, 1979) is partly a consequence of cell-rec11 CHAPTER 1 ognition mechanisms operating between different types of motoneurones and muscle fibres during early development (review: Jansen and Fladby, 1990). The unit homogeneity is further promoted by the fact that the muscle fibre properties are influenced by motoneuronal activation patterns: a given motoneurone will have a similar influence on all its muscle fibres. It is evident that various training programme can alter muscle fibre type composition via alterations of myosin isoform expression (cf. Adams et al., 1993; Andersen et al., 1994; Fitzsimons et al., 1990; Roy et al., 1997). Changes in muscle use may also be the (partial) cause of alterations in muscle composition during postnatal growth (e.g. as animals get heavier and develop other movement patterns; cf.Goldspink and Ward, 1979; Kugelberg, 1976). The alteration of muscle fibre type composition induced by various training programmes may also be taken as a consequence of changes in muscle usage. Finally, in old age, motoneurones start to die off and this is likely to be one of the main reasons for the changes taking place in muscle fibre composition during ageing. There have been many reports concerning the influence of hormone levels on fibre type transformation and/or myosin isoform expression. Izumo et al (1986) found that the MHC multigene family responded to thyroid hormone in a highly tissue-specific manner. More recently, Larsson et al (1995) confirmed that a hyperthyroid state induced a dramatic slow to fast transformation in slow twitch muscle (soleus) but little or none in fast twitch muscle (extensor digitorum longus). However, there is still some disagreement about the effect of thyroid hor12 mone (T3) on muscle fibre type transformation (cf. Suwa et al., 1998). Some other hormones, such as growth hormone, are also considered to be involved in the processes of muscle fibre-type transformation or myosin expression (Ayling et al., 1989; Loughna and Bates, 1994). In summary, muscle fibres do not rigidly maintain their original preprogrammed characteristics, but their properties can be adjusted to changing needs throughout life. Spatial distribution of different muscle fibre type: fibre type regionalization As seen in a histochemically stained cross-section, a typical chess-board “mosaic” of different fibre types is often shown within a given muscle region (e.g., types I and II). Thus, muscle fibres of a given type have a distinct tendency to be surrounded by fibres of a different type. This arrangement has been statistically confirmed to be non-random (Venema, 1988), and it might facilitate a reciprocal exchange of metabolites like lactate between the fibre types (Grotmol et al., 1988; also cf. Essen et al., 1975). On a larger scale, uneven distributions of muscle fibre types across whole crosssections have been frequently noted (fibre type “regionalization”; reviews: Armstrong, 1980; Kernell, 1998). It has since long been realized that, in experimental animals, whole slow “red” muscles often tended to lie deeper than their many fast “white” synergists. At the beginning of the 1950’s, an analogous depth-related distribution pattern of muscle fibre types was reported to exist also within a single “fast” muscle (cat tibialis anterior, “depth” in terms of INTRODUCTION perpendicular distance to body surface; Gordon and Philips, 1953). In the 1960’s, it became apparent that such patterns of organization existed within many large single muscles, such as the triceps surae. However, the phenomenon has not yet been thoroughly studied as to establish whether there is a generalized pattern of fibre type regionalization in vertebrate muscles. For instance, in many of the human muscles studied by Johnson et al. (1973) no significant difference seemed to exist between the fibre type composition of “deep” vs. “superficial” sites (see re-analysis in Kernell, 1998). Furthermore, in fish, the “red” type I fibres tend to be predominantly superficial (e.g. Rome et al., 1988) and in the turtle various patterns of regionalization were reported for different hindlimb muscles, including an accumulation of type I fibres at the muscle centre (iliofibularis, Laidlaw et al., 1995). The relative lack of detailed knowledge concerning the general patterns of fibre type regionalization has partly to do with a lack of suitable quantitative methods. Previous measurements of fibre type regionalization have often been based on assessments of fibre type composition within only a few “characteristic” sampling areas (e.g. “deep” vs. “superficial”). In the context of a continuously varying fibre type composition within a muscle crosssection, such methods give only a coarse estimate of the direction and degree of regionalization. In some cases, more graded and continuous measurements of fibre type distribution have been tried. For example, Pullen (1977a, b) counted the percentages of different fibre types along imaginary guidelines in a deep-superficial and/or medial-lateral direction. Even this more detailed description does not, however, provide general figures for the degree and/or direction of fibre type regionalization which can be efficiently used for comparisons between different (or differently treated) muscles. An increased knowledge concerning patterns of fibre type regionalization is important for theoretical as well as practical reasons. The common existence of fibre type regionalization suggests that this organization may provide an animal with a functional advantage of some kind. Furthermore, the phenomenon demonstrates that some of the mechanisms underlying fibre type differentiation are clearly topographically organized. As a first step toward elucidating both these points, more has to be known about how fibre type regionalization actually manifests itself in adult animals. Does it appear in all muscles of a limb or only in the large and dominating ones? Are there similar aspects of topographical organization between differently located muscles (or between muscles of different functional properties)? From a practical point of view, an increased knowledge about the patterns of fibre type regionalization is important as a background for the interpretation of pointwise samples of muscle composition (biopsies) or activity (electromyography); both kinds of techniques will give markedly different results depending on whether the sample was taken from muscle portions rich or poor in the “slow” type I fibres. Questions concerning the normal patterns of fibre type regionalization are not limited to fibre type distributions within cross-sections but include also the 13 CHAPTER 1 lengthwise dimensions. In mammals, most muscles probably show a pinnate architecture (pinnate muscle), and in such cases the muscle fibres will be shorter than the muscle as a whole, i.e. different individual muscle fibres may be seen in cross-sections taken at different lengthwise sites along the muscle. This may also be the case in some parallelfibred muscles in which successive fibres may be serially linked (cf. Heron and Richmond, 1993; Loeb et al., 1987). Although lengthwise differences in fibre type composition have indeed been noted for a number of muscles (e.g. Gardiner et al., 1991; Lexell et al., 1994; Punkt et al., 1998), this aspect of fibre type regionalization has been even less well studied than the organization within crosssections through the muscle “belly”. Muscle denervation and reinnervation in adults Transecting a peripheral axon or nerve leads to the degeneration of its distal stump (Wallerian degeneration) and, consequently, denervation of the respective muscles. Thereafter, the nerve fibres can grow out again and make functional connections with any denervated muscle fibres that they might come across. However, in adult life motor axons have lost their capacity for finding their correct target muscle (Weiss and Hoag, 1946; Brushart and Mesulam, 1980; Gillespie et al., 1986; Thomas et al., 1987; Bodine-Fowler et al., 1997), and “slow” or “fast” motoneurones are also largely incapable of recognizing their target fibres as being “slow” or “fast”. As motoneurones generally have an effect on the properties of their innervated muscle 14 fibres (Romanul and van der Meulen, 1966), the more or less random reinnervation of a mixed muscle will lead to a respecification of properties of many of the muscle fibres, resulting in a rematching between muscle fibre and motoneurone properties (Mendell et al., 1994). For a given motoneurone, many of the reinnervated muscle fibres will tend to lie close together. Therefore, a most striking sign of muscle denervation and reinnervation is the appearance of groups of neighbouring fibres of the same histochemical type (“fibre type grouping”; Karpati and Engel, 1968 Kugelberg et al., 1970; Vetter et al., 1984), a useful sign of neurogenic problems in the clinical diagnosis of muscle disease (Dubowitz and Brooke, 1973). The degree to which this phenomenon is manifested varies considerably with the circumstances under which reinnervation takes place (cf. Rafuse and Gordon, 1996; Unguez et al., 1996); some muscle fibres even appear relatively resistant to the potential typechanging influences of the innervating axon (Unguez et al., 1993; Unguez, et al., 1995). With regard to fibre type regionalization, the effects of muscle denervation and reinnervation have so far been relatively little studied. In a few published reports it was noted that relatively normal patterns of regionalization seemed to re-appear (fast fibres, cat gastrocnemius lateralis, Foehring et al., 1987; fast fibres, mouse tibialis anterior, Parry and Wilkinson, 1990; slow fibres, cat gastrocnemius medialis, Rafuse and Gordon, 1996). These interesting observations were, however, of limited extent and open for alternative INTRODUCTION interpretations. Few muscle species were studied, measurements were limited to single-level cross-sections, and lengthwise aspects of fibre type regionalization were not investigated. Furthermore, the authors themselves felt uncertain whether pre- and postreinnervation patterns of regionalization might have resembled each other simply because (most of) the reinnervated muscle fibres might have failed to change their type-specific properties. Hence, more extensive and precise investigations were clearly needed. Aims and contents of the thesis As a background for the further analysis of the mechanisms and functional consequences of fibre type regionalization, we have performed a thorough quantitative description of this phenomenon for muscles of the lower hindlimb in commonly studied laboratory animals. As a first step toward the experimental analysis of mechanisms involved, we have also studied the effects on fibre type regionalization of denervation and re-innervation. Essential for the performance of all the present studies was the development of suitable quantitative methods and concepts. In Chapter 2, methods are described for: (1) delineating the muscle region containing the “target” fibres (typically type I fibres), and (2) assessing the direction and degree of heterogeneous target fibre accumulation within the muscle (target fibre “eccentricity”). The target fibre region was quantified using two different procedures: (a) the well-established “convex hull” method (Cormen et al., 1990), and (b) a newly developed “sector” method. The direction and degree of target fibre eccentricity was quantified using a newly developed procedure for calculating the direction and length of a “mass vector”. This vector is a line connecting the centre of the whole muscle cross-section to that for the sub-population of target fibres. In Chapter 3 these new procedures are used for determining the patterns of type I fibre regionalization for midlevel sections of all the ankle-traversing muscles of the rat’s lower hindlimb. A distinction is made between “area” regionalization (type I fibres restricted to part of the crosssection) and “vector” regionalization (type I fibres eccentrically distributed within the cross-section). Comparisons were made between the intra-muscular patterns of fibre type regionalization and the intra-limb position of the respective muscles. In Chapter 4 lengthwise aspects of fibre type regionalization are analyzed for a subset of 5 hindlimb muscles of the rat. In addition, crucial aspects of muscle architecture were also measured for these 5 muscles; this was needed for interpretation of the measurements of fibre type distribution. In Chapter 5 comparisons of type I fibre type regionalization are made between homologous muscles of mouse, rat and rabbit. One of the motivations for doing this was to try to establish which aspects of the fibre type regionalization are species-specific and, hence, possibly related to functional requirements. In Chapter 6 it is studied whether normal patterns of type I fibre regionalization would become re-established following muscle denervation and re-innervation. 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