967 Bioscience Reports 2, 967-990 (1982) Printed in Great Britain Ion transport in hypertension Review 3. D. SWALES Department of Medicine, University of Leicester, Clinical Sciences Building, Leicester Royal Infirmary, P.O. Box 65, Leicester LE2 7LX, U.K. A wide range of abnormalities of membrane sodium and p o t a s s i u m transport can be demonstrated in patients with essential hypertension~ and in rats with genetic h y p e r t e n s i o n and with s o m e forms of experimental hypertension. In the human red cell increased permea b i l i t y to sodium and potassium~ increased ouabains e n s i t i v e sodium pumping, l i t h i u m - s o d i u m count ert r a n s p o r t , and f r u s e m i d e - s e n s i t i v e co-transport have been described; by contrast, in the human leucocyte sodium pumping is r e d u c e d . In the spontaneously h y p e r t e n s i v e rat and the rat with mineralocorticoidinduced hypertension, increased permeability to sodium and potassium, with increased ouabain-sensitive pumping~ is s h a r e d by t he red cell and the arterial smooth muscle. This abnormality is associated with decreased c e l l - m e m b r a n e a f f i n i t y for c a l c i u m and i ncreased cell-membrane viscosity. It is p r o p o s e d t h a t in essential hypertension the decreased membrane affinity for calcium is a primary pathogenetic change giving r is e to s e c o n d a r y changes in sodium and potassium transport. Introduction Blood p r e s s u r e in man is an individual c h a r a c t e r i s t i c in which genetic factors play a major role. Occasionally high blood pressure (hypertension) may develop as a consequence of renal, endocrine, or neurological disease and, unless these diseases are themselves inherited, no genetic factor is then involved. The majority of hypertensive patients however (probably up to 99% in unselected populations) are c l a s s i f i e d as having ' e s s e n t i a l h y p e r t e n s i o n ' in that no primary condition causing blood-pressure e l e v a t i o n can be d e t e c t e d . Classification is arbitrary: there is no dividing line between normot e n s i v e and h y p e r t e n s i v e patients (Pickering, 1968). The smooth uni-modal distribution of blood pressure amongst unselected subjects has been interpreted as indicating that it is multifactorially determined. A further confounding f a c tor is that blood pressure is such a f u n d a m e n t a l p h y s i o l o g i c a l a t t r i b u t e that when it is altered, this ~1982 The Biochemical Society 968 SWALES influences almost every tissue in the body, giving rise to secondary abnormalities. The distinction between primary and secondary changes becomes an e x t r e m e l y difficult one, particularly as blood pressure rises over a period of years in patients with essential hypertension so that few longitudinal studies of the evolution of the disorder have been carried out. T h e f u n d a m e n t a l abnormality in most patients with longstanding hypertension, whether primary or secondary, is an elevated periperal resistance. Several hypotheses have been put forward to account for this. Most popular among these have been the following: (a) The p r e s e n c e of a c i r c u l a t i n g v a s o c o n s t r i c t o r hormone. The reninangiotensin system is the b e s t - c h a r a c t e r i z e d of these and may play a partial role in some patients in whom hypertension is due to renovascular disease. There is no convincing evidence that renin plays a significant role in maintaining blood pressure in essential hypertension, however (Swales 1979). (b) Autoregulatory vasoconstriction produced by hyperperfusion of tissues as a result of increased cardiac output (Guyton et al., 1970). It is doubtful, however, how far such autoregulatory responses are overridden in vivo and it is equally doubtful w h e t h e r an i n i t i a l rise in cardiac output is a sine qua non for hypertension ( F l e t c h e r et al., 1976). (c) Hyper-responsiveness of blood vessels to stimuli producing excessive vasoconstriction. The blood-pressure response to injection or infusion of a pressor agent such as angiotensin II or noradrenaline is often increased in hypertensive patients and animals whether an absolute or a proportionate rise in blood pressure is studied (Mendlowitz, 1973). Such h y p e r a c t i v i t y need not be primary however. Hypertrophy of the arterial and arteriolar wall with an increased wall-to-lumen ratio changes the c h a r a c t e r i s t i c s of the response to pressor agents causing apparent hypersensitivity (Folkow et al., 1973). In addition, reduction of endogenous angiot e n s i n II l e v e l s which m a y occur as a result of increased renal perfusion pressure or fluid-volume expansion inhibits renal secretion of renin, reducing endogenous angiotensin II levels and t h e r e f o r e occupancy of angiotensin receptors: this t oget her with up-regulation of such r e c e p t o r s causes an apparent hypersensitivity to angiotensin II (Marks et al., 1982). In both these situations cause and e f f e c t are easily confused. It is possible that abnormalities in tissues not apparently directly a f f e c t e d by hypertension could provide a clue about the cause of b l o o d - p r e s s u r e elevation. The demonstration of altered e l e c t r o l y t e t r a n s p o r t in blood cel l s of h y p e r t e n s i v e patients and animals is t h e r e f o r e of g r e a t t h e o r e t i c a l interest: the interpretation of such changes is, however, fraught with problems no less difficult to resolve than the problems of resolving changes in the physiology of the blood vessels in hypertension. Essential Hypertension (Table l) Losse et al. (1960) were the first group to report elevation of i n t r a c e l l u l a r sodium in e r y t h r o c y t e s obtained from subjects with essential hypertension. This finding has been confirmed by some (Fadeke Aderounmu and Salako, 1979; Clegg et al., 1982) but not by other groups (Burck, 1971; Canessa et al., 1980; Garay et al., 1980; ION TRANSPORT IN HYPERTENSION Table i. 969 Essential hypertension Variable Cell Change Reference Intracellular sodium Red blood Increased Losse et al. (1960) Clegg et al. (1982) Increased Wessels et al. (1967) Postnov e t al. (1977) Trans-membrane sodium flux " Ouabain-sensitive rubidium uptake " Increased Woods et al. (1981) Sodium efflux (plasma incubated) rate constant " Increased Fitzgibbon et al. (1980) Ouabain-sensitive sodium efflux rate constant " Decreased Walter & Distler (1982) Sodium-potassium co-transport " Decreased (Paris) Garay et al, (1980) " Increased (Boston) Canessa et al, (1981) Lithium-sodium counter-transport " Increased Canessa at al. (1980) Calcium binding " Decreased Postnov et al. (1977) Cell-membrane fluidity " Decreased Orlov & Postnov (1982) Decreased Edmondson at al. (1975) Increased Edmondson et al. (1975) Araoye et al. (1978) Ouabain-sensitive sodium efflux rata constant InI:racellular sodium White blood " Inl~racellular sodium Lymphocyte Increased Ambrosioni et al. (1981) Intracellular exchangeable calcium Adipocyte Increased Postnov et al. (1980) Walter & Distler, 1982). Losse's groups followed up their original o b s e r v a t i o n by demonstrating increased net sodium flux across the erythrocyte membrane using a simple technique in which the uptake of 22Na by the red cell was measured (Wessels et al., t967). Net transmembrane flux as measured by this technique represents the sum of carrier-mediated and passive diffusion processes affecting sodium movement across the cell membrane. The simplest explanation of these observations was that cell permeability to sodium was increased in the h y p e r t e n s i v e p a t i e n t s . A l t e r n a t i v e l y , a carrier-mediated e x c h a n g e m e c h a n i s m (such as sodium-to-sodium counter-transport) could be activated (Canessa et al., 19g0). Increased cell-membrane permeability to sodium and the consequent rise in the intracellular sodium concentration would normally stimulate sodium efflux through stimulation of the energy-dependent ouabainsensitive sodium pump. This was reported by Postnov et al. (1977). O u a b a i n - s e n s i t i v e rubidium u p t a k e (which probably reflects such activity) has also been reported to be increased (Woods et al., i 9 g l ) . On the other hand ouabain-sensitive sodium efflux in another study was u n c h a n g e d a l t h o u g h the rate-constant for ouabain-sensitive sodium efflux (i.e. the fraction of intracellular sodium extruded in unit time) was slightly diminished (Walter and Distler, 1992). Another group reported increased sodium efflux only when cells were incubated in plasma from hypertensive patients (Fitzgibbon et al., 19g0). Some of the striking discrepancies in this field could be attributed to the u n s a t i s f a c t o r y n a t u r e of the red cell and perhaps to its susceptibility to different influences in different genetic populations. 970 SWALES Such differences could be genetically but not causally related to blood pressure. Thus there may be a marked strain difference in red-cell pump activity even within a single species (Tosteson and Hoffman, 1960). A l t h o u g h t h e y are technically more difficult, studies of white-cell electrolyte handling may more closely reflect the physiology of other nucleated cells. The picture with this preparation is more consistent. The r a t e c o n s t a n t for isotopic sodium efflux from pre-loaded cells into an artificial medium is significantly reduced in essential hypertension (Edmondson et al., 1975; Poston et al., 1981; Heagerty et al., 1982). This is associated with increased intracellular sodium (Edmondson et al., 1975). The wide range for intracellular sodium c o n c e n t r a t i o n clue probably to the poor sensitivity of the m e t h o d coupled with c h a n g e s during prelinfinary handling of the material renders this a less certain observation than studies of sodium efflux, although it is difficult to see how such technical inadequacies could introduce a systematic error. Another study of lymphocytes also showed an increase in intracellular sodium which was directly correlated with blood pressure (Ambrosioni et al., 198f). The combination of i n c r e a s e d i n t r a c e l l u l a r sodium and reduced pump activity indicates t h e r e f o r e a primary impairment of active sodium pumping. Two other carrier-mediated transport pathways have been investig a t e d in t h e h u m a n e r y t h r o c y t e and found to be a b n o r m a l . Frusernide-sensitive sodium-potassium co-transport is measured as the r a t i o of sodium extrusion to potassium extrusion in sodium-loaded ouabain-pretreated erythrocytes. This was found to be decreased in a group of patients with essential hypertension (Garay et al., 1980). Even more r e m a r k a b l y t h e r e was no overlap for values between subjects with essential and secondary hypertension and indeed measurement of co-transport in the red cell was proposed as a diagnostic test for essential hypertension. Since the diagnosis of hypertension due to r e n o v a s c u l a r d i s e a s e is difficult and mis-classification of subjects common, this was wholly unexpected. Later studies on Dutch and South African subjects failed to confirm these observations (Swarts et al., 198i; Davidson et al., 1982) and a further joint study by Garay and c o - w o r k e r s i n d i c a t e d t h a t sodium-potassium co-transport was actually increased in American hypertensive subjects (Canessa et al., 1981). S o d i u m - l i t h i u m c o u n t e r - t r a n s p o r t is m e a s u r e d by preloading erythrocytes with lithium and comparing its extrusion into solutions which c o n t a i n physiological concentration of sodium or no sodium (Cannessa et al., 1980). The resulting difference probably represents activity of a carrier-mediated system which exchanges intra- and extra-cellular sodium on a I:i ratio. Lithium-sodium counter-transport was increased in a group of hypertensive subjects (Canessa et al., 1980). Duhm et al. (1982) modified the method by measuring the u p t a k e of l i t h i u m from sodium-free fluid in the presence of an inhibitor phloretin: this technique yielded results which correlated well with the classical method" no abnormality in lithium-sodium countertransport in hypertensive German patients could be detected by this method. The striking discrepancies in reported studies of red cells make convincing conclusions d i f f i c u l t , There are two main sources for these inconsistencies; patient selection and technical shortcomings. Whilst ION TRANSPORT IN HYPERTENSION 97i the latter could easily obscure real differences, syst em at i c errors (i.e. t h e c r e a t i o n of a p p a r e n t d i f f e r e n c e s or the elimination of real differences between groups) are likely to be caused by the former. The majority of studies present few clinical details of their hypertensive and control groups. Even age-matching hag not been achieved in several of the quoted studies: none report details of body weight, although hypertensive patients are usually significantly heavier than their normotensive controls. Obesity is associated with reduced numbers of erthrocyte-sodium pump units, decreased pump activity, and increased intracellular sodium (De Luise et al., 1980). In most studies ( t h e r e p o r t by E d m o n d s o n et al. (1975) on previously untreated p a t i e n t s is a n o t a b l e e x c e p t i o n ) , t r e a t m e n t was discontinued for variable periods before blood samples were take. Some forms of anti-hypertensive therapy increase the reduced l e u c o c y t e sodium efflux r a t e of hypertension (Thomas et at., 1975) and lower intracellular sodium (Araoye et al., 1978)). The assumption that discontinuation for a short period of time reverses the e f f e c t s of t r e a t m e n t which may have been administered for many years is without experimental proof and this could t h e r e f o r e be an important unrecognized source of s y s t e m a t i c error. Racial factors are clearly important determinants of e r y t h r o c y t e e l e c t r o l y t e transport by more than one system (Canessa et al., 1981; Woods et al., 1981), but they are usually ignored in descriptions of patient groups. The role of technical factors is more difficult to assess, since such a wide variety of methods has been applied in the analysis of different transport systems. In some studies, however, pre-incubation procedures have been carried out at 2~ (Postnov et al., 1977), in some cases at room t e m p e r a t u r e (Poston et al., 1981), and in some cases at 37~ (Walter & Distler, 1982). Concentrations of e l e c t r o l y t e s utilized vary widely, so that in some cases transport processes can be assumed to be saturated whilst in other cases failure to saturate transport processes results in values which r e f l e c t affinity of transport systems as well as their rate (Tosteson et al., 1981). T a k e n in isolation these clinical studies can only yield limited conclusions. It is clear that changes in membrane transport can be d e m o n s t r a t e d in both e r y t h r o c y t e s and leucocytes of hypertensive patients: these defects are heterogeneous and not necessarily related to hypertension as such. The presence of similar abnormalities in n c m - h y p e r t e n s i v e r e l a t i v e s of h y p e r t e n s i v e s (Meyer et al., 1981; C a n e s s a et al., 1981; H e a g e r t y et al., 1981) suggest that these changes are genetically determined, related to hypertension, but that they do not r e f l e c t direct causal processes. To carry the i nt erpret ation of the published l i t er a t ur e further it is necessary to turn to the m o r e c a r e f u l l y c o n t r o l l e d l a b o r a t o r y c o n d i t i o n s of experimental hypertension. Genetic Hypertension (Table 2) Almost all studies of membrane electrolyte transport have been carried out in the rat, and the majority have utilized genetic hypertension in an inbred strain on the grounds that this may provide a better model for essential hypertension in man than models which r e q u i r e a d m i n i s t r a t i o n of mineralocorticoids or renal manipulations, 972 SWALES Table 2. Variable Model Sodium and potassium permeability SHR Genetic hypertension in the rat Tissue Change Reference Red blood Increased Postnov et el. (1976) Yamori et al. (1977) Friedman et el. (1976) " Increased Friedman et el. (1977) Net sodium efflux " SHR " Sabra " hypertensive Decreased " De Mendonca et al. (1980) De Mendonca et al. (1980) Net potassium influx Lyon " hypertensive Increased de Mendonca et al. (1980) Calcium binding SHR I! Decreased Postnov et al. (1979) DevTnck et al. (1981) Ouabain-resistant net SHR potassium and sodium flux II Cell-membrane fluidity Sodium content and ouabain-sensitive sodium efflux t! Adipocyte Decreased Postnov and Orlov (1980) SHR I! Decreased Orlov et al. (1982) SHR Thymocyte Decreased Jones et el. (1981) Net sodium efflux SHR Tall artery Increased Friedman (1979) Sodium and potassium turnover SIIR Arterial wall Increased Jones (1974) Ouabain-insensitive sodium efflux SHR Arterial smooth muscle Increased Friedman et el. (1982) Calcium binding SHR Arterial wall (sub-cellular fraction) Decreased Wei et al. (1976) 11 Aortic smooth muscle Decreased Zsoter et al. (1977) I! Sodium-potassium ATPase SIIR Arterial smooth muscle Increased Webb and Bohr (1979) Intracellular calcium pool SHR Adipocyte Increased Postnov et al. (1981) SHR = spontaneously hypertensive r a t . Great caution has to be applied in the extrapolation of animal models to man. For instance the Dahl and Milan strains of hypertensive rat develop hypertension when salt intake is increased whilst a common l a b o r a t o r y strain~ the Sprague-Dawley rat, shows a rise in blood pressure with salt restriction (Seymour et a l , 1980). A t the same t i m e the d e m o n s t r a t i o n of similar changes in diflerent tissues of genetically hypertensive rats and in patients with essential hypertension might throw light upon the mechanisms responsible for blood-pressure elevation in both species. In addition it is possible to have direct access to blood vessels in animal models. Most studies of the e r y t h r o c y t e and arterial wall maintained in artificial media have shown increased sodium-potassium permeability a s s o c i a t e d with i n c r e a s e d t u r n o v e r of t h e s e cations (Table 2). Exceptionally, de Mendonca et al. (19g0) reported decreased sodium efflux in the Okamoto spontaneously hypertensive rat (SHR). This group utilized a method in which e r y t h r o c y t e s were first loaded with sodium and depleted of potassium by t r e a t m e n t with p-chloromercurobenzenesulphate, a technique similar to that employed tn measurmg frusemide-sensitive sodium-potassium co-transport: the authors did not ION TRANSPORT IN HYPERTENSION 973 d e f i n e the a b n o r m a l i t y any further and the relationship of these a b e r r a t i o n s to o t h e r studies oi the red cell, measuring isotope movements or utilizing ion-selective electrodes, remains obscure. Increased c e l l - m e m b r a n e permeability to sodium and potassium would normally be associated with increased a c t i v i t y of (Na+/K+) ATPase-mediated sodium pumping in SHR. There is some evidence for this. Thus, when a c t i v i t y of sodium pumping was reduced by cooling tc 15~ the trans-membrane potential of vascular smooth muscle of SHR was less than that of normotensive controls although there was no difference at 37~ (Hermsmeyer, 1976). Webb & Bohr (1979) i n v e s t i g a t e d the relaxation of vascular smooth muscle produced by depolarizing the cell membrane with increased potassium concentration in the surrounding medium. Such relaxation was greater in SHR than in n o r m o t e n s i v e c o n t r o l s although the duration of relaxation was no different. The difference in response between SHR and normotensive controls could be eliminated by ouabain. This was interpreted as indicating increased a c t i v i t y of the ouabain-sensitive sodium pump in SI-IR and is consistent with other studies indicating increased sodium and potassium p e r m e a b i l i t y and the resulting stimulation of the electrogenic sodium pump (Table 2). One series of observations on the thymocyte is out of line with this conclusion. 3ones et al. (1991) observed a significantly negative correlation between blood pressure and the rate constant for ouabainsensitive sodium efflux in this preparation. Both the technique and the results are similar to observations on white cells of patients with essential hypertension (Edmondson et al., 1975; Heagerty et a]., 1992). However, blood pressure rises with age in SHR. A correlation between sodium e f i l u x and blood pressure was no longer significant when corrected for age, so that it seems at least possible that age was responsible for the reduced sodium efflux. Neither of the discordant studies listed in Table 2 therefore necessarily negates the concluMon that in the most widely studied genetic model of hypertension, the Okamoto SHR, cell-membrane permeability to sodium is increased and t h i s is associated w i t h increased active sodium pumping through (Na+/K +) ATPase activity. E x p e r i m e n t a l H y p e r t e n s i o n ( T a b l e 3) A l t h o u g h t h e r e have been fewer investigations of experimental hypertension, a similar pattern of change has been demonstrated in Mood vessels maintained in artifical media and obtained from rats with mineralocorticoid-induced hypertension, i.e. permeability to sodium and potassium is enhanced and pump activity is increased (Table 3). Only when plasma is included in the medium in which isolated arterial wall is incubated can a reduction in pump activity (measured by ouabainsensitive rubidium uptake) be demonstrated (Pamnani et al., 1981). It is suggested that when extracellular fluid volume is expanded as part of the procedure for inducing hypertension, a circulating ouabain-like s,ubstance is produced. Whether such a substance is an essential component of the processes which cause hypertension or is incidental ~.~; not certain. Curiously, in arterial tissue from the salt-sensitive 97zt SWALES p~ p~ 0oo o0o'~ ,o'~ ~ 0 r-~ o ~ "0 ~ 0 1.4 O E 0 0 ~ 4-1 ~ 0 ,-,,i v 9 ,-I .,~ I:: 9,-I o 0 ~ 0 "0 ,-,:1 4J r~ o o I.-I I.~ o o 0 &l "0 4J .,-I o 4~ 4.-I 0 4J .j I .,-I 0 ~.,N I 0 0 g I I ,--i ,rl:l I I - '~ 0 0 C) 0 ~:~ m 0 0 t-4 0 E.~ r~ 0 0 0 .,-t ~ ,-I m 9 0 0 :> 9~ [:> .,-4 4.J .,-i N ~ ~) 4-1 =,-: ,i--] I m 0 0 .1o ~ I ~ m o m 0 bl o I t-4 ~::i " ,.~ . ~ 0 0 0 ,.~ . M 11 0 0 ION TRANSPORT IN HYPERTENSION 975 strain of Dahl rat, ouabain-sensitive pump activity measured in this way was increased (Pamnani et al., 1980; Overbeck et al., 1981). This is ironic as the de Wardener-MacGregor hypothesis of a circulating inhibitor of sodium transport (see below) is based upon an original suggestion ol Dahl put forward to explain the salt-sensitive nature of blood pressure in this strain of rat (de Wardener & MacGregor, 1980). It seems likely in summary that SHR and rats with mineralocorticold hypertension share an in vitro d e f e c t in arterial smooth-muscle m e m b r a n e s which c a u s e s i n c r e a s e d p e r m e a b i l i t y to sodium and p o t a s s i u m , and stimulation of pump activity. In vivo, circulating f acto r s may modify these changes. C e l l - M e m b r a n e D i s t u r b a n c e and t h e P a t h o g e n e s i s of H y p e r t e n s i o n It is reasonable to conclude that at least some of the observed changes in c e l l - m e m b r a n e e l e c t r o l y t e transport which have been observed are related to hypertension and are not the result of errors in laboratory method or matching of controls. The observed associal:ion could occur in one of three ways: a, The electrolyte abnormality could be the result of hypertension. b. It could represent a characteristic genetically linked with hypertension but not responsible for it. c. The m e m b r a n e abnormality could participate in the mechanism responsible for blood-pressure elevation or could be associated with it. It seems unlikely that the changes are a consequence of hypertension. Thus some of the described abnormalities are present in Mood cells not obviously involved in the hypertensive process. More i m p o r t a n t , perhaps, s i m i l a r abnormalities can be demonstrated in normotensive relatives of hypertensive subjects (Meyer et al., 1981; Heagerty et al., 1982) but cannot be demonstrated in patients with renovascular hypertension (Garay et al., 19g0). The p o s s i b l i t y that ion-transport abnormalities simply act as a genetic marker for hypertension cannot be excluded, particularly as t h e y can occur i n d e p e n d e n t l y of h y p e r t e n s i o n in such families. However, the fact that membrane ion transport is such a fundamental p a r t i c i p a n t in smooth muscle excitation-contraction makes it more likely that these abnormalities are in some way related to the process which elevates blood pressure. At the same time any hypothesis has to account for the fact that hypertension is not a necessary consequence of these abnormalities. Vascular smooth-muscle contraction is mediated by an increase in ionized calcium in the cytoplasm in the region of the contractile protein (Bolton, 1979). This change is produced by the entry of calcium ions into the cell, the eflect of which is amplified by the release of calcium bound by the cell membrane and by intracellular stores. The increase in cell-membrane permeability to calcium is due to the opening of two types of ion channel. One opens in response to depolarization produced by a change in sodium or potassium gradient across the membrane. Receptor-operated channels, on the other hand, respond to specific agonists by increasing cell-membrane pereability to calcium and (probably to a greater extent) to other ions. A degree of d e p o l a r i z a t i o n may t h e r e f o r e r e s u l t from agonist binding to receptors with the resultant opening of potential-mediated as well as 976 SWALES r e c e p t o r - m e d i a t e d channels. Enhanced vascular smooth-muscle contraction could therefore result from" (a) increased local agonist concentration producing opening of receptor-mediated calcium channels and perhaps also membrane depolarization; (b) membrane depolarization produced independently of the above; (c) increased intracellular concentration of calcium produced by changes either in transmembrane calcium pumping or release from intracellular stores; or (d) changes in calcium binding by the intracellular receptor protein and the intracellular mechanisms which link this to contraction. Two groups of hypothesis have been put forward to link cation transport with the processes mediating smooth-muscle contraction. One postulates physiological inhibition of transmembrane calcium movements, whilst the other postulates an intrinsic membrane abnormality. Calcium-Sodium Hypotheses Blaustein (1977) summarized the evidence for a sodium-calcium transport mechanism exchanging three sodium ions for one calcium ion across the vascular smooth-muscle membrane. Inhibition of this pump by a r e d u c t i o n in external or an increase in internal sodium would p r o d u c e an i n c r e a s e in intracellular calcium. When intracellular i o n i z e d c a l c i u m c o n c e n t r a t i o n s lie within a critical range on the d o s e - r e s p o n s e c o n t r a c t i o n curve, Blaustein calculated that smoothmuscle tension would be critically dependent upon intracellular sodium. Thus, using representative values for electrolyte concentrations he calculates that an increase of 5% in intracellular sodium concentration will increase smooth-muscle tension by about 50%. A circulating ouabain-like inhibitor of sodium pumping such as that postulated by H a d d y et al. (1978) could therefore increase peripheral resistance through an elevation of intracellular sodium inhibiting sodium-calcium exchange and thereby raising intracellular calcium concentrations (Fig. 1). De Wardener and MacGregor (1980) emphasized experiments by Dahl's group which suggested that hypertension in the 'salt-sensitive' s t r a i n of rats was due to a humoral factor (DaM et al., 1969). E s s e n t i a l hypertension, they went on to postulate, was due to an i n h e r i t e d difficulty in eliminating dietary sodium with consequently increased levels of 'natriuetic hormone' which inhibits the vascular smooth-muscle sodium pump as well as that of the renal tuble. Later they were able to demonstrate increased levels of a substance in plasma from hypertensive subjects which stimulated glucose-6-phosphate dehydrogenase activity in renal slices. This preparation responded to ouabain in a similar way and it was therefore concluded that such patients indeed had elevated levels of (Na+/K+)ATPase inhibitor: in support of that hypothesis, salt loading also increases inhibitor activity measured in this way (MacGregor et al., 1981). In further studies it was shown that the defect in ouabain-sensitive sodium efflux present in the leucocytes of hypertensive patients could be induced in normal leucocytes by pre-incubation with serum from hypertensive patients (Poston et al., 1981), although the nature of the inhibition produced in these experiments was not characterized further. The de Wardener-MacGregor hypothesis can be regarded as a more specific form of the Blaustein hypothesis, upon the validity of which it depends. The Blaustein hypothesis could thus still be valid even if the ION TRANSPORT IN HYPERTENSION 977 'Clrculmi~ I Inhibitor I Raised Introcelluiar Sodium Na Ca Exchange Raised Intmcellular Calcium Fig. I. Sequence of changes according to the Blaustein-de Wardener hypothesis. A circulating inhibitor of sodium transport perhaps stimulated by volume retention inhibits ouabain-sensitive sodium pumping causing an elevation of intracellularsodium-inhibited sodium-calcium exchange and thereby raising intracellular calcium. de Wardener-MacGregor hypothesis were not. Thus, calcium-sodium exchange could be inhibited by elevation of intracellular sodium by a m e c h a n i s m o t h e r than h u m o r a l i n h i b i t i o n of t h e sodium pump. However, in view of the overlapping nature o5 these two hypotheses they will be considered together under their relevant components. The e x i s t e n c e of this mechanism is of course central to both hypotheses. It is further assumed that the exchange mechanism is a d e t e r m i n a n t of i n t r a c e l l u t a r ionized calcium and that changes in calcium induced by physiological alterations in sodium gradient across tlhe ceil membrane lie within the sensitive dose-response range for excitation-contraction c o u p l i n g under p h y s i o l o g i c a l c o n d i t i o n s . U n f o r t u n a t e l y , at present there is no agreement over either the relevance of sodium-calcium exchange carrier system to c o n t r a c t i l i t y or indeed over the existence of such a system (Van B r e e m e n et al., 1979). Thus a reciprocal relationship between calcium and sodium would be observed in both extraceilular and intracellular spaces if t h e r e were competition by sodium and calcium for the same binding sJLtes. Alternatively, sodium could compet e with calcium 5or the same t r a n s m e m b r a n e channels; thus there is evidence that sodium-Sree solutions enhance the passive inS]ux o5 calcium into smooth-muscle cells (Droogmans & Casteels, 1979). The e55ects of a carrier system might be overridden by energy-dependent (Ca2+)ATPase pump a c t i v i t y if, for instance, the two transport processes operated in parallel (Van B r e e m e n et a]., 1979). Alternatively, the relationship between calcium and sodium would be observed i5 the (CaZ+)ATPase pump were 978 SWALES dependent upon sodium concentration (Duggan 1977). In a recent study by Aaronson and Van Breemen (1981) of guinea-pig taenia coil) replacement of external sodium with sucrose or choline chloride caused a decrease in calcium ef[lux rate. On the other hand, inhibition of the sodium pump by ouabain, whilst producing the anticipated rise in intracellular sodium, had no effect on cell calcium. Whilst extreme changes in e x t e r n a l sodium concentration affect both intracellular c a l c i u m and s m o o t h - m u s c l e c o n t r a c t i l i t y , the relevance of such phenomena to p h y s i o l o g i c a l a l t e r a t i o n s in sodium and peripheral r e s i s t a n c e is more doubtful. For instance, Ma and Bose (1977) s t i m u l a t e d t a e n i a coli smooth muscle with high potassium in the incubation medium in the absence of sodium. Relaxation was produced when external sodium, at a concentration of more than 7 mmol/l, was r e i n t r o d u c e d and the effect appeared to be produced by calcium extrusion. Such changes are of course outside the physiological range. Brading et al. (19g0) studied the effect o[ the removal of sodium f r o m the i n c u b a t i o n f l u i d upon the c o n t r a c t i l e response of this preparation to carbachol and explained the inhibition produced in terms both of an effect upon trans-membrane calcium movement and of an effect of intracellular sodium depletion upon refilling of the internal store of bound calcium. Such conditions do not however occur in vivo and the changes produced by Aaronson and Van Breemen ( 1 9 g l ) with ouabain seem more likely to reproduce physiological effects of the postulated circulating inhibitor. The major unresolved problem in this area is the determination of free cytosolic calcium concentration in the region of the contractile protein. The proposed role for sodium in the regulation of intracellular calcium and smooth=muscle c o n t r a c t i l i t y cannot be regarded as proved at the moment (Van Breemen et al., 1979). The e f f e c t upon vascular smooth muscle of inhibiting the sodium pump either by ouabain or by a reduction in the external potassium is more complex. A l t h o u g h a t r a n s i e n t c o n t r a c t i o n is i n d u c e d (Bonaccorsi et al., 1977; Palaty, I980), this is attributable mainly if not e x c l u s i v e l y to enhanced release of endogenous catecholamines resulting from pump inhibition of the nerve terminals. The subsequent relaxation is associated with a decrease in responsiveness to noradrenaline (Palaty, 1980). Chronic inhibition with ouabain sufficient to produce chemically detectable 'waterlogging' of the arterial wall in dogs was not associated with hypertension in another study, although the authors speculate that drug toxicity may have prevented hypertension (Overbeck et al., 19g0). A reduction in external sodium concentration would be expected n o r m a l l y to inhibit calcium-sodium exchange and enhance vasoconstriction. Clinically, however, changes in serum sodium concentration are not associated with consistent changes in blood pressure (Berl et al., 1976), whilst in large populations systolic blood pressure is postively rather than negatively correlated with plasma sodium (Bulpitt et al.~ 1981). The reactivity of peripheral human arteries is reduced by a fall in the sodium concentration of the perfusate (Heistad et al., 1971). At present it has to be concluded that the existence of a carrier-mediated calcium-sodium exchange mechanism in physiological conditions and its relevance to smooth-muscle contractility and blood pressure are unproven. ION TRANSPORT IN HYPERTENSION Ouabain.like 979 ihhibitor and blood pressure Previously described work from de Wardener's group on patients with essential hypertension and from Haddy, Overbeck, and Pamnani in w)lume-expanded experimental hypertension suggests the presence of a humoral inhibitor of (Na+/K+)ATPase. The de Wardener-MacGregor hypothesis requires the validity of two testable postulates. Firstly the humoral ouabain-like ATPase inhibitor must be responsible for sufficient peripheral vasoconstriction to cause hypertension, and secondly patients with essential hypertension should, in the initial phase at least, exhibit impairment in sodium excretion sufficient to stimulate the secretion of the natriuretic ouabain-like factor. Three major difficulties arise in associating humoral inhibition of the sodium pump and hypertension. a. I n h i b i t i o n of the r e d - c e l l ouabain-sensitive pump can be d e m o n s t r a t e d in a wide variety of conditions without hypertension ( S w a l e s , 1975). For instance such inhibition occurs in Bartter's syndrome, hypothyroidism, uraemia, and obesity. In particular, uraemic plasma contains a factor which can inhibit (Na+/K+)ATPase, but such inhibition is not specifically associated with hypertension (Cole et al., 1968). The reduction in red-cell sodium pumping in obese subjects (De Luise et al., 1980) may reflect an intrinsic membrane defect but it is also not consistently associated with hypertension. b. Inhibition of the sodium pump has only consistently been observed in the white cell. A variety of abnormalities has been reported in the red-cell membrane in essential hypertension, and indeed in the SHR an increased rate of sodium pumping has been fairly consistently demonstrated (Table 2). Even the depression in white-cell sodium efflux can be dissociated from hypertension in the relatives of hypertensive subjects (Heagerty et al., 1982). c. The i m p a i r m e n t of sodium-excreting capacity in essential hypertension is debatable. Plasma volume is reduced in proportion to the degree of blood-pressure elevation, whilst the majority of studies of exchangeable sodium in essential hypertension have failed to show any abnormality as long as the patients were not in renal failure or cardiac failure (Swales, 1975). Indeed, in one recent study, exchangeable sodium was significantly subnormal in hypertensive subjects below the age of 35 years (Beretta-Piccoli et al., 1982), suggesting that the e a r l y s t a g e of hypertension is associated with a negative sodium bMance produced by perfusion-pressure natriuresis through the normal kidney, a phenomenon which has been demonstrated in renovascular h y p e r t e n s i o n produced by unilateral renal-artery stenosis. Another approach is the study of the excretion of a sodium load in the early sl~ages of hypertension before secondary changes which may confuse the physiological response have had time to develop. Since genetic f a c t o r s are so important in hypertension, first-degree relatives of hypertensive patients are at high risk of developing hypertension later in life: they can therefore be regarded as pre-hypertensive. Grim et al. (1979) o b s e r v e d t h a t urinary sodium excretion after a saline infusion was less in such individuals, although a later report indicated that plasma renin was slightly higher, suggesting that they did not have significant sodium retention before infusion (Luft et al., 1982). 980 SWALES I n d e e d t h e s e observations are more consistent with a mild sodium deficit in this group. Another study using a shorter saline infusion period showed a greater immediate natriuretic response in relatives of hypertensive patients (Wiggins et al., 1968). This discrepancy could r e f l e c t differences either in the protocol used or in the populations studied, since 'normality' of blood pressure is difficult to define in the absence of 24-hour blood-pressure records. Another argument in favour of abnormal renal handling of sodium in hypertension relies upon more generally agreed data. Elevation of renal perfusion pressure to the levels observed in essential hypertension causes a major increase in sodium and water excretion: this is not observed of course in patients with essential hypertension. It has accordingly been concluded that there is a primary abnormality in the r e l a t i o n s h i p between renal perfusion pressure and the excretion of sodium, i.e. a shift in the pressure-natriuresis curve (Guyton et al., 197t~). Such a view, however~ overlooks the fact that a natriuresis p r o d u c e d by hypertension would induce a negative sodium balance which would tend to oppose further natriuresis until a steady s t a t e was achieved in which output was normalized although at the expense of slightly reduced plasma and extraceliular fluid volume (Swales, 1977; Omvik et al., 19g0). In summary, there is no currently agreed body of data to support t h e view t h a t e s s e n t i a l h y p e r t e n s i o n is a s s o c i a t e d with sodium r e t e n t i o n c a u s i n g i n h i b i t i o n of s m o o t h - m u s c l e - m e m b r a n e sodium pumping and increased intracellular calcium through inhibition of a sodium-calcium exchange mechanism. On the other hand, there is eviderice for inhibition of the ouabain-sensitive sodium pump in the leucocytes of patients with essential hypertension, although in the red c e l l s of such patients and in the blood-vessel wall of genetically hypertensive rats sodium pumping appears to be enhanced rather than the reverse. There is some direct evidence for a circulating inhibitor of sodium pumping but these data require confirmation and further c h a r a c t e r i z a t i o n of the nature of the material. Intrinsic-Membrane-Abnormality Hypothesis Other workers rather than incriminating a specific abnormality of one pathway have postulated a genetic membrane d e f e c t in essential hypertension (Canessa et al., 198t; Orlov et al., 1982). Thus in addition to abnormalities of sodium and potassium handling, red-cell m e m b r a n e v i s c o s i t y is i n c r e a s e d and calcium binding by red-ceil m e m b r a n e s r e d u c e d in e s s e n t i a l hypertension (Table i ) . Similar abnormalities have been described in the red ceils of SHR (Table 2): in addition, calcium binding by the arterial smooth muscle is reduced in this strain (Table 2). If this is associated with an increase in free i n t r a c e l l u l a r c a l c i u m e i t h e r directly or as a result of decreased a f f i n i t y for the ATP-dependent calcium extrusion pump, this would provide a basis for enhanced smooth-muscle tone. There is little direct evidence on this in man~ although an increase in intracellular f r e e c a l c i u m has been described in adipocytes from patients with e s s e n t i a l h y p e r t e n s i o n ; h o w e v e r , insufficient clinical details were p u b l i s h e d to d e t e r m i n e whether this could solely be attributed to ION TRANSPORT IN HYPERTENSION 9gl hypertension or not (Postnov et al., 1980). On the other hand, a similar change was described in the adipocytes of SHR (Postnov and Orlov, 1980). If increased intracellular calcium as a result of a de.creased c e l l - m e m b r a n e affinity for calcium were responsible for enhanced smooth-muscle contractility, the previously described changes in potassium and sodium handling could merely represent a marker for the primary abnormality. It is also possible, however, that they are more directly linked to calcium handling. Two properties of calcium may be relevant. Firstly, increasing intracellular calcium enhances red-cell sodium and potassium permeability (Romero & Whittam, 1977) and there is a close relationship between potassium loss from red-cell g h o s t s and i n t r a c e l l u l a r calcium (Whittam, 1968; Romero, 1976). Secondly, high external calcium concentrations stabilize smooth-muscle cell membranes, reducing potassium efflux and inhibiting excitation (Rothstein, 1968; Holloway & Bohr, 1973). 3ones has suggested that the increased turnover of potassium in arterial smooth muscle in SHR (3ones, 197/~) and deoxycorticosterone (DOC) salt hypertension (3ones & Hart, 1975) is due to a decreased ability of cell membranes in these models to bind calcium. Thus removal of calcium from the p e r f u s i n g fluid acclerated #2K efflux from the arterial wall more rapidly in these models than in controls, and for any given external ca!lcium level ~2K efflux was greater in DOC hypertension than in control animals. Aortae from such animals had significantly increased total concentrations of potassium, magnesium, and calcium (3ones & Hart, 1973). Holloway and Bohr (1973) examined the response of helical strips of femoral artery to potassium chloride, which depolarize:5 the smooth-muscle membrane and provokes a constrictor response. Strips from rats with DOC and Goldblatt 2-kidney hypertension had a lower t h r e s h o l d for constriction. The response was depressed by increased external concentrations of calcium, perhaps as a result of the aforementioned membrane stabilization: greater concentrations of calicium were required to inhibit the potassium response in rats with DOC s a l t , s p o n t a n e o u s , and Goldblatt 2-kidney l-clip hypertension. The p r e s e n c e oi an a b n o r m a l i t y in renovascular hypertension is sulrprising and raises the possiblity that this functional change is secondary to hypertension rather than being a primary determinant of enhanced vasoconstriction. In summary, there is good evidence for decreased calcium binding by the cell membranes in spontaneously hypertensive rats and perhaps also in essential hypertension. There are theoretically two mechanisms by which this would induce changes in membrane handling of sodium and p o t a s s i u m : e i t h e r increased intracellular calcium concentration weuld increase permeability to these ions, or decreased binding of c a l c i u m would destabilize the membrane, producing the same end results. In either case a link would be forged between the welldocumented increase in cell permeability to sodium and potassium and vasoconstriction which would result from an increase in free intracellular calcium. The physiological response to increased membrane permeability to sodium and potassium would be elevation of intraceilular sodium concentration and decrease in intracellular potassium, as these two ions diffuse down their concentration gradients. This would normally lead to increased active sodium pumping. There is evidence for all these changes in several models (Tables 1-3). 982 SWALES S u c h a h y p o t h e s i s does not, h o w e v e r , explain the r e d u c e d o u a b a i n - s e n s i t i v e sodium pump and f r u s e m i d e - s e n s i t i v e s o d i u m p o t a s s i u m c o - t r a n S p o r t a c t i v i t y d e s c r i b e d in the leucocytes and e r y t h r o c y t e s r e s p e c t i v e l y of p a t i e n t s with essential hypertension. However, since neither the controlling factors nor the carrier mechanism of co-transport has been defined, it is not possible to speculate on the nature of the disturbance, although co-transport is sensitive to changes in membrane lipids. More information is available, however, about the ouabain-sensitive sodium pump. It is possible that inhibition of the sodium pump (where it can be demonstrated) is secondary to a primary disturbance of membrane structure. Thus decreased membrane fluidity induced by cooling produces a reduction in sodium pumping (Skou, 1975), and changes in erythrocyte membrane viscosity have been observed in genetic hypertension (Tables 1-2). The cause of this d i s t u r b a n c e or the n a t u r e of its e f f e c t upon sodium pumping is obscure. However, it seems probable that it could result in changes in access of substrate ion to the pump. Thus pump activity can be increased by exposure of membranes to limited amounts of detergent (Jorgensen, I975). There is further, more direct evidence for an e f f e c t of membrane fluidity on sodium pumping. (Na+/K+)ATPase a c t i v i t y is c o m p l e t e l y i n h i b i t e d b y r e m o v a l of the phospholipid c o m p o n e n t and a c t i v i t y can be restored by reintroducing certain p h o s p h o l i p i d s of which p h o s p h a t i d y l serine is the most e f f e c t i v e (Wheeler & Whittam, 1970; Roelofson & van Deenen, 1973). The fluidity of the phospholipid component is criticah maximal reactivation of (Na+/K+)ATPase only occurs when the fatty acyl chains are such t h a t the r e s u l t i n g phospholipid is fluid. Arrhenius plots of the influence of temperature upon (Na+/K+)ATPase activity show a break corresponding to transition from the gel to the liquid crystalline form of the phospholipid (Kimelberg & Papahadjopoulos, 1972). M e m b r a n e phopholipids also account for about 20% of calcium binding b y the red-cell membrane (Forstner & Manery, 1971; Duffy & S c h w a r z , 1 9 7 3 ) : a physiological role has been attributed to both phosphatidyl serine (Long & Mouat, 1971) and phosphatidyl inositol in this c o n t e x t ( B u c k l e y & Hawthorne, 1972; Michell, I975). It is noteworthy that the decrease in cell-membrane affinity for calcium on the the inner side of the cell membrane has been demonstrated and t h e p r e s e n c e of n e g a t i v e l y c h a r g e d phospholipids is an essential r e q u i r e m e n t for h y d r o l y s i s of ATP by ( N a + / K + ) A T P a s e on the cytoplasmi c side of the cell membrane where the negatively charged phospholipids predominantly lie (de Caldentey & Wheeler, 1979). A p r i m a r y a b n o r m a l i t y of the phospholipid component of the cell m e m b r a n e could t h e r e f o r e underlie both the decreased membrane calcium affinity and its consequences, together with the reduction is sodium pumping observed in some tissues (Fig. 2). Alternatively, membrane viscosity could be increased by a disturbance of g!ycoprotein structure, since fluidity is influenced by the carbohydrate side-chain of glycoproteins (Skou, 1975). As the sialic acid component of sialog l y c o p r o t e i n s is important in membrane calcium binding (Long & Mouat, 1971; Forstner & Manery, 1971), there is another potential link between calcium binding and sodium pumping. The hypothesis that there is a primary abnormality in the physicoc h e m i c a l s t r u c t u r e of the cell membrane underlying both calcium ION TRANSPORT IN HYPERTENSION 983 /Decreos~l Ca r IncreasedIMrocellular Affinity ~.~L Caliklm Membrane Abnormality ? Glycoprotein ? Phospholipld Increasld K, Na Perrneab411fy ~'~ Na Pump ,, Depolarization flalsed Intracellular Sodium Fig. 2. Sequence of events according to the membrane-abnormality hypothesis. A global disturbance of membrane function causes decreased calcium affinity as well as inhibiting the sodium pump. Elevation of intracellular calcium causes secondary increase in sodium and potassium permeability with increased intracellular sodium tending to oppose primary reduction in sodium pumping. According to this hypothesis, therefore, sodium pumping might be either elevated or reduced although turnover of sodium and potassium is increased. binding and the sodium pump independently cannot be regarded as other than speculative at the moment. However, apart from explaining several puzzling observations it does resolve a major enigma in the published l i t er a t ur e, i.e. the presence of enhanced sodium pumping in some tissues from hypertensive patients and reduced sodium pumping in others, since the sodium pump would be under two opposing influences (Fig. 2). On t he one hand increased membrane permeability to sodium and potassium would stimulate pumping, whilst on the other hand the membrane abnormality would impede it: the net results would be a c h a n g e in e i t h e r direction depending upon the preponderant influence. W h a t e v e r t he f i nal c o n c l u s i o n , the s t r i k i n g n a t u r e of these abnormalities in hypertensive individuals and animals suggests that they a r e m a n i f e s t a t i o n s of a fundamental disturbance of cell function, p r o b a b l y g e n e t i c in o r i g i n , which plays an essential role in the development of high blood pressure. The final resolution of these p r o b l e m s a w a i t s m o r e p r e c i s e c h a r a c t e r i z a t i o n of the underlying processes and the manner in which they are disturbed. Acknowledgement My thanks are due to Professor R. Whittam for helpful discussions throughout the preparation of this review. 98/4 SWALES References Aaronson P & Van Breemen C (1981) Effects of sodium gradient manipulation upon cellular calcium 9 45Ca fluxes and cellular sodium in the guinea pig taenia coli. J. Physiol. 319, 443-461. 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