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Review
Why Be Temperate: Lessons
from Bacteriophage l
Sylvain Gandon1,*
Many pathogens have evolved the ability to induce latent infections of their
Trends
hosts. The bacteriophage l is a classical model for exploring the regulation and
Bacteriophage l is the archetypal tem-
the evolution of latency. Here, I review recent experimental studies on phage perate phage. The study of the genetic
l that identify specific conditions promoting the evolution of lysogenic life switch between lysis and lysogeny in l
led to a deep understanding of the
cycles. In addition, I present specific adaptations of phage l that allow this molecular mechanisms underlying
virus to react plastically to variations in the environment and to reactivate its lytic gene regulation in other organisms.
life cycle. All of these different examples are discussed in the light of evolution-
An understanding of the regulation of
ary epidemiology theory to disentangle the different evolutionary forces acting viral latency in l offers unique oppor-
on temperate phages. Understanding phage l adaptations yield important tunities to explore experimentally and
theoretically the adaptive nature of
insights into the evolution of latency in other microbes, including several life-
fixed and plastic latency in different
threatening human pathogens. environments.
These fundamental questions are relevant for a broad range of pathogens but are often difficult
to tackle experimentally. Bacteriophages, however, provide a powerful model system to explore
these questions. Bacteriophages are viruses that infect bacteria and they are one of the most
abundant organisms in the biosphere [7–9]. They can adopt very different exploitation strategies
of their host, ranging from lytic to lysogenic life cycles (Figure 1, Key Figure). Lytic life cycles are
characterized by bacterial adsorption, replication of the phage genome, synthesis of new viral 1
CEFE UMR 5175, CNRS – Université
particles, and bacterial lysis. Lysogeny, however, is characterized by the integration of the virus de Montpellier, Université Paul-Valéry
Montpellier, EPHE, 1919, route de
as a prophage in the bacterial genome and the indefinite persistence of the infection. Lysogeny Mende, 34293 Montpellier Cedex 5,
was discovered in bacteriophages by Bail and Bordet 90 years ago [10–12]. The dichotomy France
between these two alternative lifestyles provides a fantastic opportunity to study the evolution of
latency in microbes. Bacteriophage l [13] is a temperate coliphage that has been involved in
*Correspondence:
major molecular biology advances [14]. In particular, it has been used as a classical model Sylvain.GANDON@cefe.cnrs.fr
system to unveil the regulation of lysogeny [15]. (S. Gandon).
Key Figure
Schematic Representation of (A) a Lytic and (B) a Lysogenic Bacterioph-
age Life Cycle
1–φ Lysis
α
φ
Lysogeny
Prophage
Figure 1. In both cases the infection starts with the adsorption of a free virus particle to[2_TD$IF] a susceptible [3_TD$IF]bacterium.. In virulent
phages, such as T-even coliphages (lytic life cycle), the infection leads rapidly to lysis and to the release of free virus particles.
In temperate phages, such as bacteriophage l (lysogenic life cycle), the infection can either lead to the integration of the
prophage in the bacterial genome (with probability f) or to lysis (with probability 1– f). The prophage can either be
transmitted vertically with the replication of the lysogenic bacteria or reactivate the lysis (at a rate /) and release free virus
particles.
The regulation of lysogenisation is mainly under the control of the repressor gene cI. The
repressor protein turns off the expression of other genes of the phage but activates its own
transcription. This prevents the expression of the lytic life cycle and allows the lysogenic bacteria
to divide and to transmit the prophage vertically. Other phage genes are also involved in this
regulation. The gene cro is an antagonist of cI, and its expression is associated with the
expression of other phage genes leading to the launch of a productive infection and the lysis
of the host. The balance between the expression of cI and cro is at the heart of the genetic switch
that allows l to control the fate (lysogeny or lysis) of its host [15]. Interestingly, genetically
identical cells infected with the same number of viruses can give rise to distinct outcomes
(Figure 1). Detailed models of within-host dynamics of the accumulation of gene products of cI
and cro have shown that this binomial variability can be explained by spontaneous biochemical
noise during the development of the infection [16,17]. Yet, this fact does not imply that cell fate is
exclusively stochastic. First, several mutations are known to alter the propensity for lysogenisa-
tion. For instance, the cI857 mutant has a cI repressor that decreases the probability of lysogeny,
f, and increases the induction rate, /. Second, several environmental factors are known to affect
lysogenisation and induction.
Earlier studies of l were mainly focused on the molecular details of phage infections. Here, I want
to discuss the biology of l with an evolutionary perspective to question the adaptive nature of
specific features of its life cycle. First, I discuss the adaptive nature of fixed latency in different
environmental conditions. I review two recent experimental studies that explore the effects of (i)
epidemiological dynamics, and (ii) spatial structure on the evolution of viral latency. Second, I
discuss the ability of l to adopt plastic exploitation strategies in response to fluctuations of its
environment. I use theoretical models to explore different drivers of the evolution of pathogen
plasticity: (i) variations in the environment inside the host, and (ii) variations in the environment
outside the host. These theoretical results are discussed in the light of plastic transmission
strategies observed in l. Finally, I discuss the relevance of these studies for the evolution of both
fixed and plastic transmission strategies of other bacteriophages and other pathogens.
Berngruber et al. [20] formalized the effects of epidemiology on l evolution throughout epi-
demics and tested these predictions with experimental epidemics in chemostats. Each chemo-
stat was seeded with a 1:1 ratio of the temperate wild-type l and the virulent lcI857. These
experiments supported three theoretical predictions (Figure 2). First, the frequency of the virulent
mutant increases rapidly during the early phase of the epidemics and decreases later on.
Second, the evolutionary outcome is governed by the epidemiology. When the experiment is
initiated with a small number of infected cells the availability of a large number of susceptible cells
favors the virulent lcI857 in the early stage of the epidemic. In contrast, when the experiment
starts with a larger fraction of infected cells, the initial benefit of the virulent lcI857 is reduced.
Finally, the experiments confirm that the frequency of the virulence mutant is always higher in the
free virus compartment. The validation of these three qualitative predictions demonstrates
the predictive power of models integrating epidemiology and evolution, and accounting
for the specificities of l life cycle.
One key element of l biology is the ability of lysogenic bacteria to prevent the exploitation of
the host by superinfecting viruses. In other words, superinfection inhibition ensures that the
1000
Virulent/nonvirulent rao
Virulent/nonvirulent rao
100
10
10
1
0 10 20 30 0 10 20 30
Time (hours) Time (hours)
Figure 2. Virulence Evolution During an Epidemic in Bacteriophage l. (A) Change in the virulent/avirulent ratio in the
provirus stage. (B) Change in the virulent/avirulent ratio in the free virus stage. The initial value of the virulent/avirulent (lcI857/
l) ratio in the provirus was 1:1, and competition was started from two[4_TD$IF] different initial prevalence values: 1% (red) and 100%
(blue). The lines indicate the mean over four replicate chemostats, and the envelopes show the 95% confidence intervals of
the log-transformed data. Modified from Berngruber et al. [18].
prophage controls the fate of its cell. Note, however, that lambdoid phages have evolved the
ability to escape superinfection inhibition, and several immunity groups are circulating. A
phage from a different immunity group is able to escape the repression induced by the
resident phage. This dramatically alters the prediction regarding the evolution of lysogeny
because the coexistence between different immunity groups selects for more virulent
strategies [25].
0.500
Fitness of virulent λ
0.100
0.050
0.010
0.005
Figure 3. Mixing Selects for Virulence in Bacteriophage l. A 1:1 mixture of temperate l and its virulent mutant lcI857
was used to seed spatial epidemics. Spatial structure was disturbed to different degrees (no mixing, low mixing,
intermediate mixing, and high mixing) and transferred onto a fresh biofilm of susceptible hosts for 3 consecutive days.
Disturbance of the epidemic structure has a strong effect on the competitive fitness of the virulent lcI857. The undisturbed
environment strongly selects against virulence whereas virulence is beneficial in a well-mixed environment. As expected,
intermediate levels of mixing lead to intermediate fitness of lcI857. Modified from Berngruber et al. [19].
am B am B m
The per-generation growth rate of the mutant is given by the dominant eigenvalue Rm of the next generation matrix [49]:
0 m 1
tL ! L t mL ! L tm
V !L
F m :V m1 ¼ @ t m
L ! L tm
L ! L 0 A
tmL!V tm
L ! V tm
V !V
where tmX ! Y is the per-generation transition between compartment X and Y. For the sake of simplicity, we focus on the
special case where l* = 0. We derive the gradient of selection on conditional lysis:
@Rm ^ ðdðd þ a Þ þ d s Þ mðd þ a Þl
/ aBSf
@am |fflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflffl{zfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflffl} |fflfflfflfflfflfflfflfflffl{zfflfflfflfflfflfflfflfflffl}
benefit of lysis cost of lysis
@Rm ^ >0
/ saBSfd
@am
In other words, lysis can evolve towards intermediate rates in normal hosts to balance the benefit associated with access
to new hosts and the cost of losing the current host. In stressed hosts, however, lysis is maximized because there is no
benefit associated with delaying lysis in a sterilized and moribund host.
attempting to infect a host cell is high [29,30]. Some of the molecular details governing this
regulation have been largely uncovered and modeled [16,17,31]. Yet, the adaptive nature of this
regulation remains unclear. Why should pathogens coinfecting the same host adopt a latent
strategy? Classical virulence evolution theory, in contrast, often predicts that coinfections should
yield more aggressive exploitation strategies [21]. Such conditional lysogenisation strategy,
however, may be adaptive in some environments. Avlund et al. [32] argue that it may evolve as a
response to the stochasticity of the environment. Indeed, conditional dormancy in plants and
other organisms has often been viewed as a bet-hedging strategy that evolved in random
environments [33,34]. Yet, I want to argue here that conditional latency may also be adaptive in
fully deterministic but temporally variable environments. Indeed, the fact that several viruses are
attempting to enter the same cell indicates that very few hosts are available and, in this case, it
may be advantageous to take care of the host. Lysogenisation may thus be a way to stay in the
host and avoid the perils of the free-living stage of the virus life cycle. Box 2 is an attempt to
formalize the evolution of plastic transmission strategies in a variable environment. Theory shows
that plasticity may evolve when it allows transmission to coincide with a transitory increase in the
availability of susceptible cells. But the model does not specify which cues can be used by the
virus to trigger a life-history switch. The difficulty for the virus is to use local information obtained
Under the assumption that the dynamics of the free virus compartment is much faster than the other processes, we can What is the amount of natural variation in
assume that the density of free viruses is always at this equilibrium: the propensity to develop fixed or plastic
BaL latency among pathogens? [14_TD$IF]Is it possible
^¼
V
mBð1fÞaS to relate this variation to specific features
of their local environment?
For the sake of simplicity, we focus on the case where f = 1. The dynamics of a mutant virus may thus be described by:
faBSam How do stochastic and deterministic
L_ m ¼ l þ ðd þ am Þ Lm
m variations in the environment interact
|fflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflffl{zfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflfflffl}
rm with the evolution of latency?
If the system oscillates periodically, the mutant will invade if its average growth rate over one period T (noted with a tilde) is Is it possible to demonstrate experi-
positive: mentally the adaptive nature of plastic
Z
1 T ~ am latency in the laboratory?
~r m ¼ ~ þ faBS~
r m dt ¼ l dþa ~m Þ þ
faB ~ a
cov S; ~m Þ > 0
T 0 m m
Do different pathogen species share
The covariance in the above condition captures what may select for plasticity [43]. A strategy building up a covariance similar environmental cues that trigger
between the timing of lysis and the high density of susceptible hosts is going to be selected because it synchronizes the relapses?
release of free virus with the availability of susceptible hosts. Multiplicity of infection may be used by the virus to build up
this covariation because it carries valuable information on the epidemiological state of the population. Note that, in Is it possible to develop new drugs that
contrast to Avlund et al. [32], phages do not ‘play dice’ in the above model because the dynamics is fully deterministic. prevent latency and facilitate within-
They do not evolve plastic transmission strategies because of stochasticity but because of the periodic fluctuation of the host eradication?
environment.
within an infected host to infer the epidemiological state of the population (i.e., outside the
infected host). The number of coinfecting viruses carries valuable information on the epide-
miological state of the population, and this is why it may be a good cue to evolve conditional
lysogenisation. But other cues may also be used to modulate lysogenisation. In particular,
host starvation is known to increase the probability of lysogenisation [29]. Starvation is a very
good indicator of the environmental state of the population because it signals that very little
bacterial growth is feasible. In a variable environment, where starvation oscillates, it is adaptive
for the virus to hide in infected cells (lysogenisation) during a famine to avoid the risks
associated with the free-living stage. The above argument does not account for the potential
benefits on host fitness associated with the integration of the phage in the host genome. For
instance, Chen et al. [35] showed that lysogenisation with l may carry benefits for the
Escherichia coli bacteria because it lowers the growth rate of lysogens in energy-poor
environments. The potential symbiotic nature of lysogenisation in some environments clearly
disserves further investigation [36].
Concluding Remarks
The discovery and the characterization of bacteriophage l has led to major discoveries in
molecular biology [14]. In particular, the regulation of the lysis–lysogeny decision remains a
very fruitful topic that stimulated a broad range of research studies [26,37]. The molecular
details of the genetic switch of l have been scrutinized for decades and led to a deep
understanding of gene regulation that shed light on many other biological regulatory pro-
cesses. The lysis–lysogeny decision has clear-cut implications on the virus life cycle and offers
unique opportunities to study the ecology and evolution of virus latency. Here, I reviewed a
few recent studies and discussed the adaptive nature of both constitutive and conditional
latency. Competition between different l strains (with different life-history strategies) has
allowed the study of which environmental factors promote the evolution of fixed lysogenisation
The analysis of the l life cycle indicates that different types of cue may trigger the relapse of
latent infections. First, relapses may be induced by cues indicating that the environment inside
the host has changed and is unlikely to sustain long-lasting infections (Box 1). Many infections
by herpes simplex viruses and varicella zoster virus have been shown to reactivate when the
host is immune-depressed or physiologically stressed [2]. For instance, asymptomatic reacti-
vation of varicella zoster virus has been observed in astronauts after a mission in space [45]. Of
course, a drop in the efficacy of host immunity may provide a proximal cause for the replication
of the virus leading to a relapse. Yet, the ultimate cause of the relapse may be related to the
evolved ability of the virus to react actively to variations in the physiological state of its host.
Second, relapses may also be induced by cues indicating that the environment outside the host
has changed and is becoming suitable (Box 2). Higher multiplicity of infection carries informa-
tion regarding the epidemiological state of the population. Interestingly, malaria parasites,
similar to bacteriophages, have plastic transmission strategies with regard to the multiplicity of
infection [46]. Again, it is unclear whether this pattern is adaptive or not, but given the
Bacteriophages live in complex environments and they have evolved elaborate strategies to
cope with the variability of their habitat. In particular, bacteriophage l has the ability to adopt
constitutive and conditional latency. The study of evolutionary forces leading to these fascinating
adaptations give insight into the diversity of other pathogens’ life-history strategies[13_TD$IF] (see Out-
standing Questions). Because the dormant stages of many human pathogens is challenging the
efficacy of classical therapeutic interventions [3–6], a better understanding of the ultimate causes
of these pathogen life histories may thus inspire new strategies to control and eradicate those
infectious diseases.
Acknowledgments
This work benefited a lot from discussions with Thomas Berngruber, Marc Choisy, Troy Day, Bryan Grenfell, Quentin
Legros, Bruce Levin, Sébastien Lion, Ana Rivero, and Joshua Weitz.
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