Aquaculture 208 (2002) 23 – 38 www.elsevier.com/locate/aqua-online Aquaculture-associated factors in QPX disease of hard clams: density and seed source Susan E. Ford a,*, John N. Kraeuter a, Robert D. Barber a, George Mathis b a Haskin Shellfish Research Laboratory, Institute of Marine and Coastal Sciences and Cook College, Rutgers University, 6959 Miller Avenue, Port Norris, NJ 08349 USA b Mathis and Mathis Enterprises, Egg Harbor City, NJ 08215 USA Received 6 July 2001; received in revised form 4 September 2001; accepted 5 September 2001 Abstract Quahog Parasite Unknown (QPX), a recently discovered pathogen of hard clams, Mercenaria mercenaria, appears to be most prevalent in clams held in hatchery or nursery tanks or grown to market in culture parks. The persistent link with cultured clams indicated that culture practices might increase the susceptibility of clams to an opportunistic or facultative parasite. We investigated two hypotheses: (1) that increased density would accelerate the development of QPX infections and (2) that seed originating from nonlocal (i.e. another state) sources would be more susceptible than seed from local sources. There was a significant trend toward higher QPX levels at higher planting densities, but considerable variability in the data made it difficult to determine the effect of density with a high degree of confidence. During 1995 – 1998, 3-year classes of clams imported as seed from a South Carolina hatchery and grown at several sites in New Jersey acquired heavy QPX infections and suffered mortalities of 26% to 92%. Clams of the same age from New Jersey hatcheries that had been planted in adjacent plots for the same length of time acquired few or no detectable infections and experienced no unusual deaths. QPX seems to be widespread in clam growing waters from Canada to at least Virginia, but causes disease and mortality only in certain groups that may be disadvantaged in some way, perhaps from an unfavorable genotype – environment interaction. The fact that no mortalities have been reported in New Jersey since the purchase of South Carolina seed was curtailed indicates that the problem was localized to these clams and has neither spread nor * Corresponding author. Tel.: +1-856-785-0074; fax: +1-856-785-1544. E-mail address: [email protected] (S.E. Ford). 0044-8486/02/$ - see front matter D 2002 Elsevier Science B.V. All rights reserved. PII: S 0 0 4 4 - 8 4 8 6 ( 0 1 ) 0 0 7 9 5 - 5 24 S.E. Ford et al. / Aquaculture 208 (2002) 23–38 persisted to a noticeable extent. Nevertheless, the results underscore the potential dangers of using nonlocal stocks in molluscan aquaculture. D 2002 Elsevier Science B.V. All rights reserved. Keywords: Pathogen; Mercenaria; Importation; Transmission; Stress; Mollusc 1. Introduction Hard clams, Mercenaria mercenaria, are native to the east coast of North America from the Maritime Provinces of Canada to Florida, USA. For about the past 25 years, a hatchery-based culture industry for this species has been responsible for an increasing component of the overall production. The United States Department of Agriculture (USDA, 2000) reported that clam aquaculture (mostly hard clam) on the US Atlantic coast had a value of nearly US$38 million in 1998, the last year for which data are available. Although difficult to assess from available statistics, the best estimate is that aquaculture is responsible for 30% to 50% of the value of total hard clam landings. Disease-caused losses have been rare in hard clam culture (Ford, 2001), but beginning in 1989, an infectious agent, labeled QPX for Quahog Parasite Unknown, was associated with high mortality of clams held in a hatchery in Prince Edward Island (PEI), Canada (Whyte et al., 1994). Descriptions of protistan parasites associated with two earlier mortalities, in PEI, Canada in the early 1960s and in Barnegat Bay, New Jersey, USA, in the 1970s, indicated that the same, or similar, organisms were involved (Drinnan and Henderson, 1963; unpublished report of the Haskin Shellfish Laboratory, 1977). Subsequently, QPX or QPX-like organisms were found in Massachusetts and Virginia (Ragone Calvo et al., 1998; Smolowitz et al., 1998) as well as in additional locations in the Canadian maritime provinces (MacCallum and McGladdery, 2000). Sequence analysis of the ssRNA gene of QPX places the organism in the phylum Labyrinthulomycota (Maas et al., 1999), a group that is ubiquitous in marine and estuarine environments, but which has been associated with diseases in molluscs held or grown in captivity (Polglase, 1980; McLean and Porter, 1982; Jones and O’Dor, 1983; Bower, 1987). QPX appears to be most prevalent in cultured clams, in clams being held in the hatchery or nursery, or occasionally in densely set natural populations. Anecdotal evidence that imported seed was more susceptible than locally produced clams raised early questions as to whether the parasite might be present in hatchery/nursery reared seed clams that are often produced in one state and shipped to another. A 2-year survey of seed from hatcheries in six states and in cultured clams during their first year of growout, examined by pathologists in three laboratories, failed to show QPX or QPX-like organisms in standard tissue sections (Ford et al., 1997). Although these results indicated that hatcheries are an unlikely source for QPX, the persistent link with cultured clams indicated that culture practices might increase the susceptibility of clams to an opportunistic or facultative parasite. To help answer this question, we surveyed cultured and wild clams in three northeastern states and investigated two hypotheses: (1) that increased density would accelerate the development of QPX infections and (2) that seed originating from nonlocal (i.e. another state) sources would be more susceptible than seed from local sources. S.E. Ford et al. / Aquaculture 208 (2002) 23–38 25 2. Materials and methods 2.1. Density experiment Histological examination of clams (N = 20) being grown in a tidal marsh, tributary creek of Great Bay, New Jersey in March 1997 showed a single clam with a light, localized QPX infection. The stock, which was purchased at 1 mm from a hatchery in South Carolina in 1995, had experienced an estimated 30% mortality in February 1997. This group was selected for the density experiment to maximize the probability of QPX infection pressure in the test. The clams, which were approximately 2 years old with a mean ( F S.E.M.) shell length of 32.0 F 0.86 mm, were recovered and redeployed on July 25, 1997, at three densities (215, 430, and 860 clams m 2) in a 3 3 Latin Square design. The densities are referred to as 1 , 2 and 4 , respectively. The lowest figure approximates commercial density for this size clam. The Latin Square design was implemented to account for possible inshore –offshore/upstream –downstream differences. Each of the nine plots was 1 m2 and delineated by PVC pipe. The plots were separated from each other by a 30-cm-wide corridor and were covered with protective netting. The entire Latin Square was replicated in two adjacent beds in the creek, which was about 40 m wide at that location. One bed was intertidal in a sand substrate. The second, just offshore, was subtidal in mud substrate. The former was considered a more stressful environment for the clams because of the wider variation in temperature. Temperature was recorded at the intertidal bed using a continuous temperature logger. We did not measure salinity, but the normal range is between 20 and 30 ppt with most readings being near 25 ppt (G. Mathis, personal records). An initial sample of 50 clams haphazardly selected from those to be deployed was set aside for size and condition index measurements, as described below; another 30 were processed for histopathology. This sample represented Time 0 (July 25) for all experimental groups (Table 1). On October 3, 1997, the plots were sampled for the first time. Clams were collected by hand until at least nine live individuals had been obtained from each plot. These and all dead clams encountered in the same grabs were returned to the laboratory for size measurement and histopathology. The same procedure was followed in the subtidal bed at a second sampling on November 29, 1997; however, all clams, dead and alive, were removed from the intertidal bed at this time. The intertidal portion of the experiment was terminated because intertidal clams do not always survive the winter at this location. The subtidal bed was retained and sampled for the last time on May 20, 1998, when all live and dead clams were removed. Final mortality was determined from live and dead counts, adjusted for the interim samples removed, at the final sample dates when all clams were removed from the beds. Interim mortalities were estimated from live and dead counts of the samples removed for histology, but were not used in statistical analyses. At each sampling, the shell length (longest dimension) of all live clams was measured to the nearest 0.1 mm. The valves of dead clams were measured in October and November. Nine individuals from each plot (27 per density per bed) were shucked, examined visually for nodules or mantle-edge swelling (which can be associated with QPX (Smolowitz et al., 1998)) and fixed in Davidson’s fixative. The tissues of dead and dying clams (gapers) were also fixed. Additional measurements were obtained from 25 26 S.E. Ford et al. / Aquaculture 208 (2002) 23–38 Table 1 Growth (mean F S.E.M.) and mortality statistics of clams in the density experiment Mortalities are based on pooled live and dead counts for three plots in each density. T0 (July 25, 1997) Shell length (mm) 32.0 (0.86), N = 50 Intertidal 215 m 2 430 m 2 860 m 2 Subtidal 215 m 2 430 m 2 860 m 2 T1 (October 3, 1997) T2 (November 29, 1997) 38.3 (0.76), N = 28 37.4 (0.85), N = 27 37.9 (0.62), N = 28 38.2 (0.52), N = 75 38.1 (0.51), N = 75 38.7 (0.58), N = 75 37.2 (0.74), N = 27 38.2 (0.94), N = 28 35.1 (0.62), N = 27 37.8 (0.91), N = 31 38.0 (0.98), N = 29 37.7 (0.82), N = 29 Dry meat weight (g) 0.323 (0.018), N = 50 Intertidal 215 m 2 430 m 2 860 m 2 Subtidal 215 m 2 430 m 2 860 m 2 40.2 (0.84), N = 30 44.1 (0.66), N = 45 40.1 (0.69), N = 31 0.486 (0.019), N = 75 0.508 (0.018), N = 75 0.524 (0.019), N = 75 0.408 (0.027), N = 30 0.557 (0.027), N = 45 0.405 (0.021), N = 31 Condition index 0.991 (0.045), N = 50 Intertidal 215 m 2 430 m 2 860 m 2 Subtidal 215 m 2 430 m 2 860 m 2 Percent mortality Intertidal 215 m 2 430 m 2 860 m 2 Subtidal 215 m 2 430 m 2 860 m 2 T3 (May 20, 1998) 1.244 (0.036), N = 75 1.310 (0.034), N = 75 1.354 (0.051), N = 75 0.990 (0.049), N = 30 1.239 (0.045), N = 45 0.995 (0.036), N = 31 8.9 13.6 12.2 21.3 28.5 22.9 17.7 24.7 20.2 11.4 22.8 21.4 87.8 94.0 93.6 live clams from each plot (75 per density per bed), where available, at the final sample dates. Because of high mortality levels, sufficient clams were not available for both condition index and histopathology in all plots in the May 1998 sample. Preference was given to providing histological samples, but least five individuals were available for the S.E. Ford et al. / Aquaculture 208 (2002) 23–38 27 additional assays from all plots, but one low-density plot. To facilitate analysis of the Latin Square design, a mean from the other two low density plots was substituted for length, dry meat weight, and CI for this plot. Clams for condition index determination were measured for shell height, length, and width, then shucked. The meats were dried at 50 jC for at least a week, then weighed to the nearest 0.0001 g. A condition index was calculated as the ratio of dry meat weight to shell length 100. 2.2. Geographical distribution survey From November 1996 to June 1999, hard clam samples (N = 18 to 50 individuals per sample) were obtained from growers in New Jersey, New York, and Connecticut. Both wild and cultured clams were examined in order to extend the known distribution of QPX infections in the northeastern United States The clams were processed for histological examination as described below. 2.3. Seed origin study Five of the New Jersey samples collected for the geographical survey consisted of cultured clams, produced in a South Carolina hatchery. They were being grown adjacent to cultured clams from New Jersey hatcheries in several locations, and were reported by many growers to be suffering high mortalities. The clams were processed for histological examination as described below. In three of these cases, the grower collected all live and dead clams from a plot, which allowed us to estimate mortality. 2.4. Histopathology A 5-mm-thick transverse section, taken from the hinge to the ventral margin of each fixed clam, was embedded in paraffin, processed into tissue sections, and stained using a modification of the Masson’s trichrome stain (Humason, 1979). Each section was completely scanned for the presence of QPX and for other parasites and pathological conditions. When present, QPX was identified as being in one of three body compartments: gill, mantle, and visceral mass (digestive gland, intestinal tract, kidney, heart, foot, and gonad.) The extent of infection was classified within each compartment as focal, multifocal, or diffuse, and rated as 1, 2, or 3, respectively. The severity of the lesion was classified according to its diameter as mild — less than 250 Am, moderate — between 250 and 700 Am, or severe — greater than 700 Am, or diffuse or focally extensive, and scored as 1, 2, or 3, respectively. For each tissue, an intensity score was computed as the product of the extent and the severity ratings, and these were summed to calculate an overall score for the clam. The maximum possible score for an individual was 27. A sample QPX intensity was calculated as the mean score for all individuals, including those with no detectable infections. 2.5. Statistical analysis The data were analyzed for each sampling date using a General Linear Model ANOVA that separated the experimental design into the components time, row, column, density, 28 S.E. Ford et al. / Aquaculture 208 (2002) 23–38 and bed location. Analysis was conducted on length, dry meat weight, condition index, prevalence, sample intensity, and mortality. Percent mortality and prevalence were arcsine transformed before analysis. Differences were considered significant at a = 0.05. In only one case (CI for row only) was there any row or column effect or interaction between rows and columns, indicating that position within the bed was not important. Means of significant ANOVA effects were compared by the Tukey or LSD tests. A regression analysis was also performed to identify a possible trend between increased density and QPX levels. 3. Results 3.1. Density experiment 3.1.1. Temperature Temperature at the late July deployment was about 25 jC. Over the next month, the mean remained about 25 jC, but with spikes up to 28– 30 jC during daily low tide and lows of 22 –24 jC at high tide. Although we did not deploy a temperature logger in the subtidal bed, temperatures near the surface of the intertidal site during low tide in mid day are several degree warmer than the water. In early September, temperatures began gradually decreasing to between 5 and 6 jC when the late November sample was collected. The recorder was lost over the winter, but temperatures at the intertidal site typically approach or reach 0 jC for a few weeks in mid winter, then begin to rise in early February and reach 20– 22 jC by late May, when the final sample was taken. 3.1.2. Growth and condition index Mean shell length increased from 32 mm at the end of July to 38 mm at the first sampling in early October, then changed little through November (Table 1). By May, it had increased to 42 mm, suggesting either spring growth or a differential mortality of small individuals over winter (see mortality below). There were no effects of bed location or density at any date. Dead clams were significantly smaller than live clams in the October and November samples (mean shell length for pooled dates = 32.5 F 3.1 vs. 37.5 F 4.5 mm, p < 0.0001). Dry meat weight increased over time from a mean of 0.32 g at planting to 0.51 g in November (intertidal bed) and 0.48 g in May (subtidal bed) (Table 1), but was not affected by location or density. Mean condition index at all densities increased significantly between the initial, July sample (0.991) and the final sample of the intertidal bed in late November (1.302), but the May subtidal sample (1.075) was the same as the July sample (Table 1). Condition index was not affected by density or bed location in any sample. 3.1.3. Mortality Between deployment and the November terminal sample of the intertidal bed, 21% to 29% of the clams died, and the interim grab sample of the subtidal bed indicated similar values in the subtidal bed (Table 1). The presence of numerous gapers in samples from both beds indicated an ongoing mortality, which continued in the remaining subtidal bed S.E. Ford et al. / Aquaculture 208 (2002) 23–38 29 and elevated the total mortality to 88% to 94% by May. There was no significant effect of density on final mortality in either bed. 3.1.4. Histopathology Forty-four percent of the initial sample, taken on July 25, had detectable QPX infections. The mean prevalence remained essentially unchanged in the October and November samples, then fell in May, when only the subtidal bed was sampled (Fig. 1). Fig. 1. Mean prevalence of QPX in hard clams planted at three densities in the experimental subtidal and intertidal beds, and sampled during the autumn of 1997 and spring of 1998. Horizontal line represents the mean prevalence when the study began on July 25, 1997. N = 27 for each sample. 30 S.E. Ford et al. / Aquaculture 208 (2002) 23–38 There was no statistical effect of density or bed location in the autumn 1997 samples, even though there was a trend toward higher prevalence with increasing density in the intertidal bed (Fig. 1). A similar pattern was present in May 1998 sample of the subtidal bed, in which prevalence in the 1 and 2 clams was markedly lower than it had been the previous autumn, whereas that in the 4 clams was similar to the autumn level, and significantly ( p = 0.017) higher than in the 1 and 2 plots. In both beds and at all densities, sample intensity increased several fold during the late summer and autumn, but showed no bed-location effect. It then decreased in May in the subtidal bed (Fig. 2). Density had no effect in October or November, but was only marginally insignificant ( p = 0.076) in the November intertidal bed. In spite of the marginally insignificant ANOVA, the LSD (T) analysis of the sample means suggested an intensity difference between the 4 (4.6) and 1 (1.8) density plots, but both were statistically the same as the 2 density (2.6). At the final sample in May, the density effect mirrored that of the November intertidal sample except that it was significant ( p = 0.048) in the ANOVA. The LSD (T) test showed that the 4 clams had significantly higher infection levels than did the 1 and 2 clams, which were the same (Fig. 2). We used linear regression analysis to further examine the apparent trends between density and QPX sample intensity in the November and May samples. The regression was significant for the November intertidal ( p = 0.018, r2 = 0.574) and the May subtidal ( p = 0.012, r2 = 0.619) samples, but not for the November subtidal bed. The appearance of QPX parasites and the lesions they caused in clam tissues resembled that described earlier, including an intense host response (Ragone Calvo et al., 1998; Smolowitz et al., 1998). Like Ragone Calvo et al. (1998) in Virginia, we did not see the nodules or mantle swelling reported by Smolowitz et al. (1998) in Massachusetts. The mantle was the tissue most often infected, although prevalences in the gill were equally high in July 1997 and May 1998 samples (Fig. 3A). The visceral mass was the least parasitized. Among infected clams, mantle lesions became markedly more extensive and severe during the summer and fall of 1997 (Fig. 3B). A much less pronounced trend was observed in the gill and visceral mass. By May, lesion severity had decreased in the mantle, remained unchanged in the visceral mass, and increased somewhat in the gills, although the variance about the mean for the gills was extremely high. Moribund QPX were noted in all except the July sample, but predominated in October. Fifteen gapers were recovered at the November sampling, seven from the subtidal bed and eight from the intertidal bed. Diagnosable QPX was found in 86% of the former and in all of the latter. Among the infected gapers, the mantle was the most frequently infected tissue (86 – 88%), followed by the gills (36%) and the visceral mass (13% to 38%). The sample intensity was 10.8 in the intertidal gapers and 6.4 in the subtidal group. These may be underestimates because tissues were very poor in some animals and only those with clearly diagnosable infections were scored. 3.2. Geographical distribution survey During the study period, no QPX was found in the samples of cultured clams collected at sites on the north and south shores of Long Island, New York (Table 2). A single clam with a light, focal infection was found in a population of wild clams on S.E. Ford et al. / Aquaculture 208 (2002) 23–38 31 Fig. 2. Mean F S.E.M. sample intensity of QPX in hard clams planted at three densities in the experimental subtidal and intertidal beds, and sampled during the autumn of 1997 and spring of 1998. Horizontal line represents the mean prevalence when the study began on July 25, 1997. N = 27 for each sample. the Connecticut shore of Long Island Sound. The results of New Jersey clam analyses are presented below. 3.3. Seed origin study Of the 15 samples collected in New Jersey, all of which were cultured clams, 10 were produced in New Jersey hatcheries and the remainder came from a hatchery in South 32 S.E. Ford et al. / Aquaculture 208 (2002) 23–38 Fig. 3. Changes in mean QPX prevalence (A) and lesion intensity (B) in tissues compartments of clams sampled during the study period. Error bars indicate standard error of the mean lesion intensity. N = 27 for each sample. Carolina. QPX was found in all five South Carolina samples with prevalences and sample intensities ranging from 34% to 84% and 1.0 to 4.8, respectively (Table 2). The South Carolina clams included one group that was only a year old, but already had a prevalence of 40%. No New Jersey clams from that location were obtained, but adjacent New Jersey and South Carolina groups from two other sites were examined. In one comparison (Tuckerton, September 1997), the South Carolina group had a prevalence of 84% with a sample intensity of 4.8. New Jersey clams of the same age and resident on a ground < 10 m away for the same length of time, had a prevalence of only 8% and sample intensity of 0.1. The second site, Dry Bay, contains extensive beds of cultured clams that are leased and tended by most of the clam growers in southern New Jersey and contain clams of a variety of stocks and ages at any given time. A sample of 3-year-old South Carolina clams from Dry Bay was examined in June 1998. QPX was detected in 34% and the sample intensity was 1.0 (Table 2). Seven samples of 2- and 3-year-old New Jersey clams from Dry Bay were examined on five surrounding dates (Table 2). QPX was detected in a single sample, collected in January 1998, in which 17% of the clams had very light infections S.E. Ford et al. / Aquaculture 208 (2002) 23–38 33 Table 2 QPX levels in hard clams collected from three states during the study period In New Jersey, the clam seed was originally from New Jersey and South Carolina hatcheries. In addition to these South Carolina groups, the clams in the density experiment were from the South Carolina hatchery. Date State Location Hatchery location Year class Sample size Percent prevalence Sample intensity 5/8/96 11/21/96 11/21/96 3/13/97 3/13/97 3/27/97 9/29/97 4/23/98 1/19/99 6/13/99 9/29/97 6/8/98 6/19/98 7/16/98 7/16/98 1/28/97 12/2/97 5/26/98 11/11/97 5/26/98 1/25/99 5/25/99 11/11/97 6/16/98 1/12/99 5/20/99 NJ NJ NJ NJ NJ NJ NJ NJ NJ NJ NJ NJ NJ NJ NJ NY NY NY NY NY NY NY CT CT CT CT Dry Bay Dry Bay Dry Bay Dry Bay Dry Bay Tuckerton Tuckerton Dry Bay Dry Bay Dry Bay Tuckerton Dry Bay Steelmans Bay Risley Channel Risley Channel Great South Bay Great South Bay Great South Bay Oyster Bay Oyster Bay Oyster Bay Oyster Bay Long Island Sound Long Island Sound Long Island Sound Long Island Sound New Jersey New Jersey New Jersey New Jersey New Jersey New Jersey New Jersey New Jersey New Jersey New Jersey South Carolina South Carolina South Carolina South Carolina South Carolina Wild clams New York New York New York New York New York New York Wild clams Wild clams Wild clams Wild clams f 1993 1995 1995 1995 1995 f 1994 1995 1995 1995 1995 1995 1995 1996 1996 1997 mixed 1993 – 1996 1993 – 1996 1995 1995 1995 1995 mixed mixed mixed mixed 50 18 20 20 20 50 24 25 35 35 25 35 35 26 25 50 35 35 34 35 35 35 35 35 35 35 0.0 0.0 0.0 0.0 0.0 0.0 8.3 0.0 17.1 0.0 84.0 34.3 65.7 57.7 40.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 2.9 0.0 0.0 0.00 0.00 0.00 0.00 0.00 0.00 0.08 0.00 0.17 0.00 4.80 0.97 0.89 3.19 2.24 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.06 0.00 0.00 (sample intensity = 0.2). From counts of live and dead clams submitted by growers in June and July 1998, we estimated mortality to range from 26% to 92% in the South Carolina groups. Based on the density experiment results, we conclude that this mortality had occurred since the previous autumn. No unusual mortalities were reported in New Jersey clams at any location. 4. Discussion Density has been proposed as a possible factor in QPX infections because of the strong association between QPX and cultured clams, which are likely to be maintained at higher densities than they are in nature (Whyte et al., 1994; Ragone Calvo et al., 1998; Smolowitz et al., 1998; MacCallum and McGladdery, 2000). Density could increase infections in two ways: by increasing transmission rates or by posing a stress to clams that would increase susceptibility (Brown, 1987; Hofmann et al., 1995; Peterson, 2001). At the final samplings of both intertidal and subtidal beds, we found a significant positive correlation between 34 S.E. Ford et al. / Aquaculture 208 (2002) 23–38 density and sample intensity. It is interesting that this trend developed first in the intertidal plot, which was considered to be more stressful to the clams. The clams were already infected at the start of the study and the correlation was due primarily to the development of heavier infections, which might be associated with stress, rather than to a greater number of new infections, which would be associated with transmission. This additional stress has not been quantified, but intertidal clams are exposed longer at low tide, have less time to feed, and experience more extreme temperature fluctuations. For instance, hard clams pumping rate, oxygen consumption and growth rate peak at about 25 jC (Grizzle et al., 2001) and summer temperatures at the intertidal site often exceeded this value by up to 5 jC. On the other hand, we found no evidence that increased density affected any other measured parameter, as has been the case with most other hard clam studies (Fegley, 2001). Although our data did not always show statistical associations between QPX levels and density in the ANOVAs, the statistically significant correlations that we report are consistent with an hypothesis that a combination of stress (high temperature), or more effective transmission (high density), or both favored the development of more intense infections. Smolowitz et al. (1998) reported that QPX-infected clams grew more slowly and had a lower condition index than uninfected animals and, in our study, dead and dying clams, which had very heavy QPX infections, were significantly smaller than living ones. We were not, however, able to demonstrate a correlation of sample condition index with either QPX or density. Condition index is often used as an index to the metabolic condition of a bivalve and is related to the quantity of glycogen stored or the amount of gametes produced (Gabbott and Stephenson, 1974; Mann, 1978; Soniat and Ray, 1985). The decline in condition index of clams between November and May could have been influenced by QPX, but normal seasonal variation, including spawning in the late spring and early summer, could also have played a role (Peterson and Fegley, 1986), especially since intense QPX infections in the fall did not diminish this measure. Although we did not quantify gonadal condition, most clams contained moderate to abundant amounts of eggs or sperm in November, whereas about half were spawned out in May. Analysis of infection intensity and condition index on the same individuals is perhaps the most convincing way to demonstrate the effect of disease on condition of molluscs (Barber et al., 1988; Rogan et al., 1991). Even though we could not show that QPX infection influenced metabolic condition, the association of high infection levels with ongoing and subsequent mortality and the fact that dead and dying clams had much more advanced infections than live clams collected at the same date, and the fact that no other pathogen was prevalent in the clams, supports the conclusion that QPX was the immediate cause of death of infected clams. High infection prevalence and intensity in the mantle and gills (Ragone Calvo et al., 1998; Smolowitz et al., 1998; MacCallum and McGladdery, 2000; this study) suggests that they are the portals of entry for QPX. In fact, members of the phylum Labyrinthulomycota, including QPX-like organisms, commonly inhabit the pallial fluid of bivalves, which bathe these organs (Perkins, 1973; Bacon et al., 1999). The massive hemocyte accumulations around QPX and the failure of parasites to become dispersed throughout the tissues over time suggests that the hemocyte response may limit the spread of QPX within the clam (Smolowitz et al., 1998), even though it may not be successful in preventing death. Even in dead clams, infections predominated in the mantle, indicating that relatively localized, S.E. Ford et al. / Aquaculture 208 (2002) 23–38 35 albeit severe, lesions became lethal. This pattern contrasts with that of other molluscan microparasites, which are spread via the circulatory system and become fairly evenly distributed throughout the tissues as infections intensify and become lethal (Balouet et al., 1983; Hine, 1991; Ford and Tripp, 1996; Blackbourne et al., 1998). Our most significant finding was that clams purchased as seed from a South Carolina hatchery and planted in New Jersey consistently had high QPX prevalences and intensities, and experienced heavy mortalities, whereas groups from New Jersey hatcheries, which were the same age and had been planted in adjacent plots for the same length of time, had few or no infections and little reported mortality. The broodstock used by New Jersey hatcheries has been a mixture of stocks derived from hatcheries in Maine, Massachusetts, and Virginia that have been backcrossed with native New Jersey stocks. That used by the South Carolina hatchery was a mixture of stocks imported from several other states, including Massachusetts, Virginia, and South Carolina. Thus, neither the New Jersey nor the South Carolina seed was obtained solely from local broodstock and it is impossible to definitely state what percentage of the mixture was local. In fact, both groups were derived from broodstocks that ultimately came from many of the same hatcheries. Although we cannot discount the possibility that QPX is imported in hatchery produced seed, we believe the weight of evidence is against it (Ford et al., 1997). QPX appears to be widespread in clams, including some wild stocks, in high salinity bays from Virginia to the Maritime provinces of Canada (Ragone Calvo et al., 1998; Smolowitz et al., 1998; MacCallum and McGladdery, 2000), although generally at low prevalence and without causing noticeable mortality. To date, outbreaks of disease and mortality associated with QPX have been localized and we found little or no detectable QPX in most of the samples from New York or Connecticut. In New Jersey, QPX outbreaks were clearly associated with out-of-state seed. Whether the problem is genetic or one of poor acclimation, or some combination of the two, is unknown. The fact that QPX typically does not appear in clams until they have been in the field for at least 1 year suggests that acclimation is not the problem (Ford et al., 1997; Smolowitz et al., 1998). On the other hand, the contribution of the same parental stocks to both the New Jersey and South Carolina clams does not favor a strictly genetic explanation. Currently, we are participating in a study in which clams from five geographic locations along the eastern United States (Massachusetts to Florida), produced in the same hatchery, are being evaluated for growth, survival, and QPX susceptibility at three sites (Massachusetts, New Jersey, and Virginia). The result of this study should help answer these questions. A recent QPX outbreak, apparently localized in clams from Florida being grown in Virginia, adds to the evidence that imported clams can be highly susceptible to QPX (L. Ragone-Calvo, Virginia Institute of Marine Science, personal communication, August 2001). Whatever the reason, these results illustrate the potential problems of using nonlocally produced stocks, even when they appear to offer economic advantages. For instance, New Jersey growers began buying South Carolina seed as early as 1993, but large quantities were not purchased until 1995. They were bought because they were cheap and could be obtained earlier in the year than could local seed. Since the 1996– 1998 QPX epizootics in South Carolina clams, however, New Jersey growers no longer purchase seed from this source. On the other hand, hard clam seed, produced in New Jersey or in southern hatcheries, are being moved to and from New Jersey and southern locations, as 36 S.E. Ford et al. / Aquaculture 208 (2002) 23–38 they have been for at least 20 years. These seed are presumably from stocks that have good survival characteristics in New Jersey. The advantage to using the southern locations is that seed grown or over-wintered there is larger when it is returned to New Jersey for planting in the spring, which reduces loss to predation and other sources of mortality that are size related (Kraeuter, 2001) and shortens time to market. Notwithstanding this practice, no mortalities of the scale associated with the 1996 –1998 QPX outbreak in the South Carolina clams have been reported before or since. High QPX levels were found in 3-year classes of South Carolina clams from four sites in New Jersey. In at least two of these sites, New Jersey clams were planted within 10 – 20 m of these heavily infected clams, yet acquired few or no detectable infections themselves. A large number of growers experienced heavy mortality of South Carolina clams. Because lease sites are restricted in New Jersey, they presumably had New Jersey clams planted nearby and as far as we can ascertain, the latter did not experience excessive mortality. Our data are consistent with findings in other areas that QPX is widespread in clam growing waters, but causes disease and mortality only in certain groups that may be disadvantaged in some way, perhaps including unfavorable genotype –environment interactions. The fact that no mortalities have been reported in New Jersey since the purchase of South Carolina seed was curtailed indicates that the problem was localized to these clams and has neither spread nor persisted to a noticeable extent. Acknowledgements We are particularly indebted to those individuals who provided samples of their clams for analysis. Without their cooperation, much of the ancillary data we are reporting would not have been available and the picture of the QPX outbreak would have been less clear. We also thank Dr. Roxanna Smolowitz for valuable insights into QPX dynamics and for comments on the manuscript. 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