Professional Documents
Culture Documents
Developmental
Genetics
A. Ruvinsky
A. Ruvinsky
Developmental
13 andGenetics 1 and F. Stewart2
F. Stewart
1Animal Science, SRSNR, University of New England, Armidale,
Introduction 344
Developmental Stages of the Horse Embryo 344
Genetic Control of Pre-implantation Development 348
Maternal regulation of early development 348
Genome activation 349
Embryonic gene expression 350
Trophoblast gene expression 353
Gametic imprinting 355
Maternal Recognition of Pregnancy and Placentation 358
Maternal recognition of pregnancy 358
Development of the placenta 358
Genes Involved in Control of Morphogenesis 360
Gastrulation 360
Notochord formation 361
Hox genes and development of axial identity 361
Organogenesis: T-box and Pax genes 362
Muscle development 364
Developmental effects of coat colour mutations 365
Sex Determination 366
The major steps in gonad differentiation 366
SRY gene and sexual differentiation 368
Cycle of the X chromosome 369
Sex reversals in the horse 370
Development of Interspecies Hybrids 371
Description of interspecies hybrids 371
Contribution of equine hybrids to developmental
genetics 371
References 373
©CAB International 2000. The Genetics of the Horse (eds A.T. Bowling and A. Ruvinsky) 343
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Introduction
Extensive investigation of mammalian development during recent years has
contributed significantly to a better understanding of developmental genetics
in general. However, the vast majority of information concerning mammalian
development has been generated through the use of mouse genetics. There-
fore, it may appear premature to write a chapter entirely devoted to develop-
mental genetics of the horse. On the other hand, there are a number of studies
on the embryology and genetics of development in the horse which, when
placed on a general background of mammalian development, could provide a
useful basis for future research in this area.
Despite the high level of similarity in mammalian development, there
are numerous contrasts between species resulting from their morphological
differences, placental structure, longevity and schedule of development. These
distinctive features of development based on genetic differences, which have
accumulated for tens of millions years of independent evolution, are still await-
ing clarification and understanding. Studying the differences often can be very
informative and we hope that gathering the available information on the horse
now will be a helpful reference and will provide a basis for future comparisons
and reviews on developmental genetics in this species.
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Table 13.1. Essential events and timing of prenatal development in the horsea.
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placenta. The remaining cells, located at one pole beneath the polar tropho-
blast, form the embryoblast or inner cell mass (ICM). Later during gastrulation,
the ICM differentiates into the three primary germ layers of the embryo;
ectoderm, mesoderm and endoderm.
In addition to having a zona pellucida, the equine conceptus is enveloped
by an acellular capsule which starts to develop beneath the zona pellucida
at about day 6 after ovulation and disappears between days 22 and 23
(Betteridge et al., 1982). Therefore, when the blastocyst ‘hatches’ from its zona
pellucida between days 7 and 8, the capsule persists and expands along with
the conceptus so that, by about day 18, it has increased in mass approximately
20-fold, probably due to both fetal and maternal contributions (Oriol et al.,
1993). This embryonic capsule not only protects the conceptus physically but
is also thought to play a role in communicating with the mother and in
promoting the mobility of the conceptus which is important for transmitting
the maternal recognition of pregnancy signal (Bazer et al., 1986; Chu et al.,
1997; see below). The capsule also ensures that the conceptus remains spheri-
cal, and without it the equine conceptus would probably elongate as in the
ruminant species. By day 15, the conceptus is about 2 cm in diameter, the
embryonic disc and migrating extra-embryonic mesoderm are visible to the
naked eye and the first pair of somites have formed. Therefore, despite its
vesicular appearance and lack of placental attachment, embryogenesis is well
underway. We therefore define the embryonic period as beginning on day 16.
During the embryonic period (days 16–40), the yolk sac placenta forms
but, although the capsule disappears on about day 23, the conceptus remains
more or less spherical and it does not start to elongate significantly until after
day 40. Furthermore, although it lodges at the base of one or other of the uter-
ine horns at about day 18 and, when the capsule has disappeared, makes close
contact with the maternal endometrium, the true chorioallantoic placenta does
not start to form until about day 40. Nevertheless, embryogenesis proceeds at
a rate comparable with other large mammals, and essential morphogenetic
events, such as development of the head, vertebrae and appendages, occur, as
well as development of the nervous system, blood circulation and other major
internal organs. The most thorough description of early embryogenesis in the
horse can be found in Professor Cosar J. Ewart’s publications (Ewart, 1897,
1915). These papers, which contain detailed descriptions and drawings, have
been largely forgotten but they are well worth consulting. To give an example,
Fig. 13.1 shows a selection of drawings from his 1915 paper illustrating the
external features of a day 21 horse embryo. This paper concentrates on the
first 3 weeks and gives an accurate account of the development of the extra-
embryonic membranes, nervous system, sense organs, alimentary canal, heart
and blood vessels.
Sex determination also occurs during the late embryonic period, when the
crown–rump length of the embryo reaches about 2.5 cm. Furthermore, just
prior to transition into the fetal stage at day 40, a discrete portion of the
chorion known as the chorionic girdle (Ewart, 1897) invades the maternal
endometrium to form the so-called endometrial cups (Allen and Moor, 1972).
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Fig. 13.1. Drawings of a 21-day horse conceptus and embryo (from Ewart, 1915). (A) Section
through the left uterine horn of the pregnant mare showing the intact, spherical conceptus in very
close contact with the endometrial lining of the uterus (approx. 75% of natural size). (B) Appear-
ance of the 11 mm embryo after removal of the chorion showing the vitelline veins (vv) and left
vitelline artey (va). (C) Side view of the embryo showing the right vitelline vein (vv), the amnion
(am), the branchial arches (ba), the fonto-nasal process (fp), the depression or stomodaeum (s)
which will form the mouth and the heart (ht). (D) Dorsal and ventral views of the embryo showing
20+ somites, the neural canal with its opening to the exterior at the caudal end (np), the amnion
(am) and the otic vesicles (ov).
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Recent data indicate that the leptin and STAT3 proteins play critical roles
in early mammalian development, and may be involved in the determination
of the animal pole of the mammalian oocyte and in the differentiation of the
trophoblast and ICM (Antczak and Van Blekom, 1997). A potential role for
these proteins in early development is indicated at the morula stage where the
‘inner’ cells consist of blastomeres that contain little, if any, leptin/STAT3 while
‘outer’ cells contain both leptin/STAT3-rich and -poor cells (Antczak and Van
Blekom, 1997). It was also shown in the mouse that tropomyosin, an actin-
binding cytoskeletal protein, becomes associated both with the blastomere
cortex after fertilization and with the cleavage furrow during cytokinesis. The
interphase cortical association is uniform until the eight-cell stage, when
tropomyosin becomes associated with the developing apical pole and is
excluded from the basolateral cortex. Thus the early mouse conceptus con-
tains a unique and specific set of tropomyosins which respond to polarizing
signals (Clayton and Johnson, 1998).
Increasing cell polarity was described at the eight-cell stage in both the
mouse and rat (Gueth-Hallonet and Maro, 1992). Cell fate, controlled by
positional information, seems reversible and provides the developing embryo
with a certain degree of flexibility. In cattle, cell polarization has occurred in
some blastomeres at the eight- to 16-cell stage, but typical, distinct polarity is
not evident until after the 16-cell stage with approximately 40% polar cells per
embryo (Koyama et al., 1994)
Available data indicate a low level of embryonic gene expression in the
mouse during the first few cell divisions (Davis and Schultz, 1997). It is likely,
however, that replication of DNA and maintenance of the majority of cell
functions during the first two or three divisions is provided by RNAs and
proteins accumulated during oocyte maturation. oviducal proteins are also
believed to be involved. For example, oestrus-associated glycoprotein (EGP)
has been shown to influence early cleavage rate (Nancarrow and Hill, 1995).
The vast majority of transcripts studied from the one-cell stage onwards show
the same pattern of expression, with the number of copies per embryo declin-
ing from the one- to two-cell stage and then increasing dramatically (reviewed
by Kidder, 1993).
Genome activation
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Fig. 13.2. Dynamics of poly(A)+ RNA during the pre-implantation development of the mouse
embryo (from Ménézo and Renard, in Reproduction in Mammals and Man 1993, with permission
of Ellipses).
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microvilli. Louvet et al. (1996) showed in mice that this process is accompa-
nied by specific redistribution of the actin-associated protein ezrin, which is
proposed to play a role in the formation of microvillous structures that are
crucial for normal implantation. Before morula compaction, ezrin is located
around the cell cortex. However, after blastocyst formation, it segregates to
the outer trophectoderm cells which have microvilli. Two phosphorylated
forms of ezrin are present from the ovum period throughout pre-implantation
development, but they gradually decrease in amount. A third non-tyrosine-
phosphorylated isoform appears at the eight-cell stage and increases to the
blastocyst stage (Louvet et al., 1996). Several other actin-associated proteins
(α-fodrin, vinculin and E-cadherin), which are involved in cytokeratin bundles,
are not observed until the early blastocyst in both the mouse and the pig
(Reima et al., 1993). E-cadherin cell adhesion function is essential for the
establishment and maintenance of epithelial cell morphology during embryo-
genesis and adulthood. Mouse embryos homozygous for a targeted mutation
of the gene show severe abnormalities before implantation, because dissocia-
tion of adhesive cells of the morula has occurred shortly after compaction and
their morphological polarization is then destroyed. Maternal E-cadherin is able
to initiate compaction, but cannot maintain the process (Riethmacher et al.,
1995). Significant defects in the cell junctional and cytoskeletal organization
were found in E-cahedrin null mouse embryos, and the trophectoderm layer
failed to differentiate (Oshugi et al., 1997).
Although the rate of embryonic development is quite different in mice and
pigs, there is a close correlation between the developmental stage and
cytoskeletal organization in both species. Likewise, in the expanded bovine
blastocyst, the distribution of several cytoskeletal and cytoskeleton-related
proteins appeared similar (Shehu et al., 1996). Extracellular fibronectin was
first detected in the early blastocyst before differentiation of the primitive
endoderm, and at this stage was localized at the interface between the
trophectoderm and extra-embryonic endoderm (Shehu et al., 1996). Cingulin,
the tight junction peripheral membrane protein, also contributes to morpho-
logical differentiation in early mouse development and it is likely that other
mammals have the same gene. Its synthesis is tissue-specific in blastocysts, is
up-regulated in the trophectoderm and down-regulated in the ICM (Javed
et al., 1993).
It is commonly accepted that proto-oncogenes are involved in numerous
processes of embryonic development and that they encode a series of nuclear
transcription factors, intracellular signal transducers, growth factors and
growth factor receptors. For example, activation of the c-fos and c-jun proto-
oncogenes in sheep conceptuses occurs during the period of rapid growth and
elongation (Wu, 1996), and a similar pattern probably occurs in equine
embryos. These proto-oncogenes are involved in the regulation of gene
expression, cell proliferation and differentiation.
Information on the expression of housekeeping genes during equine
embryonic development is sparse but it is likely to be similar to that observed
in bovine embryos. The mRNA levels for various studied genes in bovine
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embryos remain constant or decrease slightly from the mature oocyte to the
six- to eight-cell or morula stage and increase greatly in blastocysts. These
changes in gene expression were significant ranging from two- to sixfold to
110- to 118-fold (Bilodeau-Goeseels and Schultz, 1997). However, caution is
required when extrapolating from one species to another, particularly if the
species belong to different orders. For example, the equine embryonic exon 1
complementary DNA (cDNA) sequence from cytochrome P450 aromatase has
no significant homology with the corresponding region in porcine, human and
bovine sequences. This finding indicates divergence in the regulatory motifs of
this portion of the gene amongst mammals and suggests potential significance
with regard to activation of the ‘embryonic’ promoter and/or splicing of
novel aromatase 5 ′ exons in the transient production of oestrogens by
pre-implantaion blastocysts (Choi et al., 1996). A developmental switch in
expression from the blastocyst to endometrial/placental-type cytochrome P450
aromatase gene described in horses may function in embryo–maternal signal-
ling at the peri-implantation stage (Choi et al., 1997).
Two equine genes significantly activated between 12 and 15 days of
pregnancy were cloned recently. The first of them encodes calcyclin, which
belongs to the family of calcium-binding proteins. A similar protein was found
in mouse decidua and trophoblast. Expression of calcyclin increases approxi-
mately 30-fold from day 12 to 15. The other gene, that for phospholipase A2
(PLA2), is involved in release of arachidonic acid needed for prostaglandin,
thromoxane and leukotriene synthesis. Multiple transcripts of PLA2 were
detected and they appeared to be differentially regulated in day 12 and day 15
conceptuses (Simpson et al., 1999).
Many efforts have been made to try and ascertain the relative importance
of internal versus external factors in controlling the development of pre-
implantation embryos. Most experiments with rodents show that it is unlikely
that pre-implantation development is significantly dependent on external
factors. Furthermore, none of the known endogenously produced factors and
their receptors are essential until the blastocyst stage (Stewart and Cullinan,
1997). However, later during development, the importance of growth factors
increases dramatically.
It was found that some of the regulatory substances secreted by the
uterus can act as growth factors. Together with a number of growth factors
and their receptors produced by the embryo itself, they create the medium
essential for development. A detailed review of these regulators of mam-
malian embryonic development can be found elsewhere (Schultz and
Heyner, 1993). In equine embryos, transcripts for insulin-like growth factor
2 (IGF-2) were present at all examined stages (14–150 days). They were
found predominantly in tissues of mesodermal origin, but also in the
endoderm-derived liver and epithelia of the gut and lung bronchioles, and the
ectoderm-derived facial mesenchyme and choroid plexus (Lennard et al.,
1995a). Data suggest that the equine IGF2 gene is under developmental
control, with the possible existence of several promoters (Joujou-Sisic et al.,
1993).
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As in all mammals, the equine ovum and early conceptus are protected by
a covering called the zona pellucida which is shed at blastocyst ‘hatching’. In
addition, as mentioned above, the equine zygote lays down another covering
beneath the zona pellucida, called the embryonic capsule, which is composed
of mucin-like glycoproteins. After hatching from the zona pellucida, the
capsule expands along with the equine conceptus but then appears to rupture
at about day 23; fragments of it have been seen as late as day 25 (Enders et al.,
1993). Therefore, in addition to surviving on the simple absorption of uterine
secretions during the first 3 weeks of pregnancy, these nutrients must
pass through the capsule. It is therefore not surprising that a number of
progesterone-dependent endometrial proteins have been observed in the
mare (Zavy et al., 1982; Beier-Hellwig et al., 1995; McDowell et al., 1995). One
of these, a novel 19 kDa protein has been characterized and shown to be a
member of the lipocalin family, most of which are transport proteins (Crossett
et al., 1996). This protein was discovered originally in the capsule of early
horse conceptuses (Stewart et al., 1995a) and later shown to be present in yolk
sac fluid up to day 20 of gestation (Crossett et al., 1998). The protein has not
yet been found in any other species, but homologues of it may exist and may
only be needed in small quantities for a short period of time. The reason that it
is so plentiful in the mare may be due to the presence of the capsule and the
need to transport a labile, maternal factor through it.
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Gametic imprinting
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1986). The second set of data was obtained by nuclear transplantations and
parthenogenetic activation of mammalian oocytes. These data showed that the
contribution of parental genomes was not equivalent, and differential imprint-
ing of nuclear genes during gametogenesis was very likely (McGrath and
Solter, 1983; Surani et al., 1984). Until now, the main bulk of information
regarding imprinting comes from the mouse and to a lesser extent from human
studies (Barlow, 1995). The number of loci found in mice showing gametic
imprinting currently is over 35 (Beechey and Cattanach, 1999).
Gametic imprinting is generally viewed as a mammalian phenomenon and
there are differences in imprinting patterns between species. The developmen-
tal function of gametic imprinting is still under intensive investigation, but an
explanation proposed by Moore and Haig (1991) is widely spread. It is based
on the idea of involvement of imprinted genes in the control of fetal growth
and fetal–maternal interactions, thus keeping a balance between contradictory
fetal and maternal requirements. It is therefore possible that gametic imprint-
ing evolved in mammals to regulate intrauterine growth to ensure a safe
outcome of pregnancy.
Details of the molecular mechanisms responsible for gametic imprinting
are not entirely understood, but in several instances it has been shown that
imprinting ‘marks’ are imposed on the control regions of imprinted genes
during gametogenesis by a parent-specific DNA methylation process (Shemer
et al., 1996; Bartolomei and Tilghman, 1997). These marks are resistant to
global demethylation during cleavage and de novo methylation after
implantation and also maintain different methylation patterns in the paternal
and maternal alleles of imprinted genes (Solter, 1998).
Acquisition of imprints is believed to occur before fertilization and imprint
propagation takes place until the morula–blastocyst stage. It seems likely,
however, that primary gametic signals are not simply copied from the gametes,
but rather methylation patterns typical for imprinted genes are established
gradually during early development (Shemer et al., 1996). Gametic imprinting
is likely to have evolved in mammals by adopting already existing epigenetic
mechanisms. The latest data indicate that imprinting in mammals and gene
silencing in Drosophila may have some similarities (Surani, 1998). Imprinting is
a reversible phenomenon and can be achieved only if erasure of imprinting
signals occurs in each consecutive developmental cycle. The erasure occurs in
primordial germ cells and, soon after that, new epigenetic modifications occur
at specific CpG nucleotides in imprinted genes (Goto and Monk, 1998; Surani,
1998; Ruvinsky, 1999).
Data on farm animals are still limited and include some indirect evidence
of gametic imprinting (reviewed by Ruvinsky, 1999). A recent comparative
study of normal and parthenogenetic embryos in sheep is the first direct
evidence that in sheep, as in mice and humans, the growth-related PEG1/Mest
and IGF2 genes are expressed from the paternal alleles (Feil et al., 1998).
Thus, there are convincing indications that gametic imprinting is a common
phenomenon in mammalian species, including equids.
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The mare must recognize the presence of the embryo in her uterus before day
12 after ovulation in order to prevent luteolysis of the primary corpus luteum
(CL). If she fails to do so, the CL will have regressed completely by day 16,
thereby withdrawing the progesterone support needed for pregnancy. As in
most species, the mechanism by which luteolysis is prevented in equine
pregnancy involves suppression of the release of prostaglandin F2α (PGF2α)
from the uterus. The embryonic signal(s) which prevent this release have not
been characterized fully in the mare, but several candidate factors, based on
studies in other species, have been investigated (Bazer et al., 1994).
In the pig, which has a similar type of placentation to the horse, the anti-
luteolytic signals include embryonic oestrogens and the equine conceptus has
been shown to release significant amounts of oestrogens between days 10 and
30 (Heap et al., 1982; Zavy et al., 1984). However, attempts to prolong the life
span of the CL in the mare by injecting oestrogens have provided inconclusive
results (Goff et al., 1993).
It has now been established that conceptus-derived interferon-tau (IFN-τ)
constitutes the major recognition signal in most ruminants (Bazer et al., 1994).
However, repeated attempts to find an equivalent gene or protein in the horse
have failed (Roberts et al., 1992; see Chapter 12) and embryonic oestrogens
remain the front running, although as yet unproven, luteostatic mechanism in
the pregnant mare.
One reason why it has proved difficult to identify a specific embryonic
factor in the mare may be the presence of the embryonic capsule. Most studies
to date have excluded the capsule, yet it is this structure that is in closest
contact with the maternal endometrium. The embryonic signals must pass
through the capsule and this may involve interactions and/or modifications
which are essential for correct presentation and/or interaction with the
endometrium. Mobility of the equine conceptus within the uterine lumen is
certainly important in the signalling process as restricting this movement
results in pregnancy failure (McDowell et al., 1988). In addition to the primary
CL, the pregnant mare develops several accessory CLs in her ovaries in
response to the eCG produced by endometrial cups. However, although these
help to maintain elevated maternal blood levels of progesterone until the
placenta takes over the role between days 80 and 100 (Holtan et al., 1975),
secondary luteal development is not absolutely necessary (Allen and Stewart,
1993; see Chapter 12).
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After the chorionic girdle has detached from the fetal membranes to form
the endometrial cups, the allantochorion at last begins to interdigitate with the
maternal endometrium to form, eventually, the very complex microvillous
structure that is needed to ensure fetomaternal exchange until term. Both fetal
and maternal mitogenic and morphogenic factors obviously continue to be
important during this process.
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Notochord formation
The notochord is a rod-shaped structure which extends along the embryo and
represents the initial axial skeleton, playing an important role in induction of
the neural plate, chondrogenesis and somite formation (Gomercic et al., 1991).
Early development of the notochord in the equine embryo has not been stud-
ied, but is estimated to begin at about day 14 after ovulation. Its histological
appearance in the embryo at day 21 is described in detail by Ewart (1915) and
also in a three-dimensional reconstruction of Ewart’s embryo (Robinson and
Gibson, 1915).
Clearly, activation of nuclear genes responsible for basic morphogenetic
rearrangements is requisite for notochord formation and development. The T
gene, which was first described as the Brachyury mutation in mice 70 years
ago, is an important participant in events required for differentiation of the
notochord and formation of mesoderm during posterior development. The T
protein is located in the cell nuclei and acts as a tissue-specific transcription
factor (Kispert et al., 1995). Cloning and sequencing of the T gene led to the
discovery of the T-box gene family, which is characterized by a conserved
sequence, called the T-box (Bollag et al., 1994). This ancient family of tran-
scription factors which underwent duplication around 400 million years ago is
common to all vertebrates (Ruvinsky and Silver, 1997). There are indications
that several murine T-box genes are essential in different mesodermal
subpopulations and one is essential in early endoderm during gastrulation
(Papaioannou, 1997). Involvement of the T-box genes Tbx2-–bx5 in vertebrate
limb specification and development was shown recently (Gibson-Brown et al.,
1998). Formation of the notochord leads to several key ontogenetic events
including induction of the neural tube and development of the gut, heart and
brain. A putative morphogen secreted by the floor plate and notochord, Sonic
hedgehog (Shh), specifies the fate of multiple cell types in the ventral aspect of
the vertebrate nervous system. Shh, in turn, induces expression of the onco-
gene Gli-1, which affects later development of dorsal midbrain and hindbrain
(Hynes et al., 1997).
The homeotic genes, which encode transcription factors, were first described
in Drosophila as the primary determinants of segment identity. They all contain
a similar 180 bp DNA sequence motif named the homeobox. Comparative
analysis of the Drosophila homeotic gene complex called HOM-C and the
mammalian (murine) homeobox genes called the Hox complex demonstrates
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Some of the T-box genes are involved in limb morphogenesis and specifica-
tion of forelimb/hindlimb identity. It was shown that Tbx5 and Tbx4 expres-
sion is restricted primarily to the developing fore- and hindlimb buds, respec-
tively. These two genes appear to have been selected divergently in vertebrate
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Fig. 13.3. (A) Alignment of the four mouse Hox complexes with that of HOM-C from Drosophila.
The vertical shaded boxes indicate related genes. The 13 paralogous groups are noted at the
bottom of the alignment. The colinear properties of the Hox complexes with respect to timing of
expression, anteroposterior (A-P) level, and retinoic acid (RA) response are also noted at the
bottom (from Maconochie et al., 1996, with the author’s permission). (B) Summary of HOM-C
and Hox-2 expression patterns. The upper part of the figure is a diagram of a 10 h Drosophila
embryo with projections of expression patterns of different genes from the HOM-C complex to
particular body segments. The lower part of the figure is a diagram of a 12 day mouse embryo
with projections of expression patterns of different genes from the Hox-2 complex to particular
body segments (from McGinnis and Krumlauf, 1992, with the author’s permission).
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Muscle development
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cloned and studied (Koepf et al., 1998). Comparison with human gelsolin has
shown a high degree of identity (94–95%). The same observation is true for
several other compared mammalian species.
It is well established that mitogens inhibit differentiation of skeletal muscle
cells, but the IGFs, acting through a single receptor, stimulate both prolifera-
tion and differentiation of myoblasts. For example, an inhibitor of mitogen-
activated protein (MAP) kinase inhibits IGF-stimulated proliferation of L6A1
myoblasts and associated events, such as phosphorylation of the MAP kinases
and elevation of c-fos mRNA and cyclin D protein. This inhibitor caused a
dramatic enhancement of differentiation, evident at both a morphological and
a biochemical level. In sharp contrast, an inhibitor of phosphatidylinositol
3-kinase and p70 S6 kinase completely abolished IGF stimulation of L6A1
differentiation. These data demonstrate that the MAP kinase pathway plays a
primary role in the mitogenic response and is inhibitory to the myogenic
response in L6A1 myoblasts, while activation of the phosphatidylinositol
3-kinase/p70(S6k) pathway is essential for IGF-stimulated differentiation.
Thus, it appears that signalling from the IGF-1 receptor utilizes two distinct
pathways leading to either proliferation or differentiation of muscle cells
(Coolican et al., 1997).
Selection for greater muscle mass in horses may use some mutations
affecting muscle development. Hyperkalaemic periodic paralysis is the result
of one such mutation in the sodium channel gene, which is expressed in skele-
tal muscle. It is inherited as an autosomal dominant trait. The classical signs of
this syndrome are muscle fasciculation, spasm, and weakness associated with
hyperkalaemia (Naylor, 1994, see Chapters 4 and 8).
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Sex Determination
The major steps in gonad differentiation
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ectoderm, start their journey inside the embryo along with the invaginating
hindgut. A recent study in mice showed that expression of Bmp4 (bone
morphogenetic protein 4 gene) in the trophectoderm layer which is in closest
contact with the epiblast is responsible for the differentiation of both the
primordial germ cells and the allantois (Lawson et al., 1999). If a similar mech-
anism operates in the horse, BMP4 would presumably be produced by the
polar trophoblast cells which overlie the inner cell mass before the former are
lost, i.e. before day 12 (Enders et al., 1993). Due to ongoing proliferation, a
significant number of germ cells reach the genital ridge, which consists of a
thin layer of mesenchymal cells located between the coelomic epithelium and
the mesonephros. Two genes, Sf1 and Wt1, are particularly important in devel-
opment of the murine genital ridge (McLaren, 1998). Eventually, four different
cell lines comprise the genital ridge: primordial germ cells, somatic steroido-
genic cells, supporting cells and connective tissue. The fate of each lineage
depends on the sexual determination of the embryo in which they develop,
and their structure, function and pattern of genetic activity is quite different in
testes and ovaries.
A study using alkaline phosphatase staining, to investigate the distribution
of primordial germ cells in early equine embryos (Curran et al., 1997), detected
only one or two positive cells in embryos at day 20 and about 3267–2424 cells
at days 28–30. However, unlike other species, a large number of these positive
cells (72% at day 28) were found in the vascular system and other organs with
only 28% in the genital ridges, suggesting possible germ cell migration via the
vascular system (Curran et al., 1997).
It was known long ago that sex determination in mammals depended on
the presence or absence of the Y chromosome. Embryos without a Y chromo-
some develop as females and those with a Y chromosome develop as males.
The breakthrough in molecular understanding of sex determination and differ-
entiation in the mouse and human (Goodfellow and Lovell-Badge, 1993)
paved the way for other mammals including the horse. In humans and mice
and probably other mammals, gonadal sexual differentiation starts relatively
late in embryonic development, and morphological differences in XY embryos
appear prior to XX embryos. In the horse, sexual differentiation of the gonads
occurs by about day 40 (Table 13.1). It is likely that this differentiation starts in
males several days earlier than in females (Merchant-Larios, 1979).
Entry of the oocytes into meiotic prophase occurs later during gestation.
The first meiotic prophase begins in equine fetal ovary cells at days 60–70.
Later, at 150–200 days, oocytes in early meiotic stages fill the ovarian cortex
(Deanesly, 1977). The great majority of the oocytes first involved in meiotic
divisions disappear, and only a small number of them later develop into
primordial follicles. Spermatocytes enter meiosis during postnatal life and it
was found recently that the murine male genital ridge at about 12 days
post-coitum produces a factor that inhibits entry of germ cells into meiosis
(McLaren and Southee, 1997).
Testicular development is a key element in establishing mammalian sex.
The chromosomal constitution determines the migration of cells into gonads
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and the final differentiation into a testis or an ovary (Hunter, 1995). Testicular
development in mammals is triggered by a gene on the Y chromosome encod-
ing the testis-determining factor (TDF), or sex determining region of the Y
chromosome (SRY). In genetic males, this factor induces differentiation of
Sertoli cells (reviewed by McLaren, 1991) and secretion of anti-Müllerian
hormone (AMH). AMH, which belongs to the TGF-β family, causes regression
of Müllerian ducts, promotes development of Wolffian ducts and the differenti-
ation of Leydig cells which secrete the male steroid hormone, testosterone
(Behringer, 1995). Testosterone binds to androgen receptors, which in turn act
as transcription factors. Further details about AMH and its activity in bovine
development are presented elsewhere (Cate and Wilson, 1993).
Differentiation of somatic cells into steroidogenic cells takes place in
horse embryos very early during development. The seminiferous cords of the
developing testis are completely segregated from the steroidogenic tissue by
basal lamina, while in the medulla of the ovary, steroidogenic cells differenti-
ate inside the epithelial cords which contain germ cells (Merchant-Larios, 1979;
Knospe and Budras, 1992; Knospe, 1998). Details about further sexual differ-
entiation in equids are not available, but in bovine fetuses, regression of the
Müllerian ducts occurs in males between 50 and 80 days of development
(Vigier et al., 1984). A whole chain of developmental events follows, and the
phenotype typical for males arises. In females, Müllerian ducts develop, no
Leydig cells form in the gonad, no testosterone is produced and gonad
development steadily moves towards the female phenotype. The female devel-
opmental programme is therefore the ‘default’, while the male programme
requires switching on of the SRY gene followed by a cascade of activation of
autosomal genes.
From around day 80 of gestation, the gonads of both male and female
equine fetuses undergo extraordinary proliferation and growth such that, by
day 250 of gestation, they may weigh as much as 50 g each and are usually
much larger than the maternal ovaries (Hay and Allen, 1975). Proliferation of
the interstial cells causes this enlargement and these cells secrete large quanti-
ties of C-19 steroids which are aromatized in the placenta to both the phenolic
oestrogens, oestrone and oestradiol and the unique ring B unsaturated oestro-
gens, equilin and equilinin. Beyond day 280, the gonads begin to regress so
that at birth they are of normal size and histological appearance. Bilateral fetal
gonadectomy results in retarded growth of the fetus and abnormal parturition,
thereby suggesting that the large quantities of oestrogens produced by the
equine fetoplacental unit are involved in fetal growth and in preparing
the uterus for parturition (Pashen and Allen, 1979).
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activity of the murine Sry gene in Sertoli cell precursors results in differentia-
tion of Sertoli cells (Burgoyne et al., 1988). Polymerase chain reaction (PCR)
products of the horse HMG box, the only region of SRY that is conserved
between species (Lovell-Badge, 1993), have been sequenced (Meyers-Wallen
et al., 1997) and are available from GenBank. The complete coding sequence
of cDNA (1420 bp) for the equine SRY gene has been determined just recently.
Contrary to the situation in mice, the equine linear RNA transcript in testicular
tissue was expressed just after puberty (Hasegawa et al., 1999).
After cloning of the SRY gene and the demonstration that it was a tran-
scription factor (Ramkissoon and Goodfellow, 1996; Greenfield, 1998), several
autosomal genes acting downstream of SRY were shown to be involved in the
mammalian sex differentiation pathway. This set of genes includes the SRY-
related high-mobility group box (SOX) autosomal gene family, which display
properties of both classical transcription factors and architectural components
of chromatin (Pevny and Lovell-Badge, 1997). Sox9 has an essential function in
sex determination in mammals and is critical for Sertoli cell differentiation
(Morais da Silva et al., 1996). The human DAX-1 gene and its mouse homo-
logue are located on the X chromosome and encode an unusual member of
the nuclear hormone receptor superfamily. Mutations in this gene cause
adrenal hypoplasia (Greenfield, 1998). The autosomal SF-1 gene produces
another nuclear receptor, steroidogenic factor 1. Mutations in this gene may
cause gonadal and adrenal agenesis and other disorders. These genes act at
the same time (Greenfield, 1998).
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As indicated above, the SRY locus plays a crucial role in sex differentiation and,
in the normal situation, only embryos carrying an Y chromosome possess SRY.
However, SRY can be non-functional or transferred from the Y chromosome
to the X chromosome by a rare recombination event. These events can cause
complete sex reversal whereby XY individuals become females and XX
individuals become males (Cattanach et al., 1982).
The XY sex reversal syndrome has been described in the domestic horse.
In several cases, the progeny of stallions showed significant deviation from the
expected sex ratio, as well as an increased level of female infertility (Kent
et al., 1986). Also, a karyotype indistinguishable by G- or C-banding from that
of a male horse (64,XY) was common in mares with development defects
(Bowling et al., 1987; see also Chapter 9, pp. 188–191). Molecular analysis of
an XY mare showed that at least the DNA-binding domain of the SRY gene was
deleted from the Y chromosome (Pailhoux et al., 1995). An investigation of 38
mares with the XY sex reversal syndrome identified four classes with different
degrees of abnormality. These include: (i) normal females, some of which
were fertile; (ii) females with gonadal dysgenesis and normal Müllerian duct
development; (iii) intersex with gonadal dysgenesis, enlarged clitoris and
abnormal Müllerian duct development; and (iv) virilized intersex with high lev-
els of testosterone. Usually, the two former classes were H-Y negative whereas
the two later classes were H-Y positive (Kent et al., 1988a, b).
The opposite situation was also described. A bilateral cryptorchid stallion
with mild development of mammary glands was identified by karyotyping as
an XX male. Underdeveloped accessory sex organs and hypoplastic, inguinally
located testes that were deficient in spermatogonia were found in this stallion
(Constant et al., 1994). The cause of this rare syndrome is unknown but
it could be related to SRY abnormalities. However, SRY-negative XX true
hermaphroditism in a horse also appears possible (Meyers-Wallen et al., 1997).
One described Pasa Fino horse had ovotestes, no Müllerian or Wolffian duct
derivatives, a blind-ending vagina and an enlarged clitoris. It was diagnosed
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carried for around 12 months (Allen et al., 1993), thereby indicating that the
fetus, not the mother, is the major determinant of gestation length.
Other areas in which equine hybrids have proved useful are those
involving the importance of chromosome pairing during meiosis and the
influence of viable germ cells on gonadal development. The difference in
the number and structure of chromosomes present in each parent underlies
the block to meiosis which occurs in hybrid offspring (Chandley et al., 1975).
However, occasional oocytes have been observed in sections of mule fetal
ovaries (Taylor and Short, 1975).
The importance of viable germ cells for normal gonadal differentiation has
been studied in male equine hybrids. The testes of three male hinnies were
examined by light and transmission electron microscopy to observe the
development of germ cells and to verify morphological modifications due
to the hybridization (Landime Alvarenga and Bortolozzi, 1994). The hinny
seminiferous epithelium contained Sertoli cells and spermatogonia with
normal features, but the primary spermatocytes appeared abnormal and other
cells in the spermatogenic sequence were not present. Most of the alterations
began to occur in the primary spermatocytes, which showed nuclear vacuol-
ization and deposits of amorphous material between the carioteca and the
nuclear lamina to form vesicles or exaggerated chromatin condensation which
resulted in pyknosis. Vacuolization and organelle destruction was also
observed in the cytoplasm. The arrest of meiosis due to lack of chromosome
homologies leads to germinal cell degeneration and, therefore, the arrest of
spermatogenesis. This, in turn, causes a profound alteration in the morphology
of the seminiferous epithelium.
Equine hybrids have also been used to study the phenomenon of X
chromosome inactivation. The Lyon hypothesis (Lyon, 1961, 1970) stated that
only one of the two X chromosomes was active in the somatic cells of female
mammals and that inactivation was a random event which took place early in
embryonic life. Female mules and hinnies provided the ideal test situation
and Hamerton et al. (1971) used the expression of species-specific glucose-6-
phosphate dehydrogenase (G6PD) to show that, in any given cell, only one of
the two X chromosomes is functional. This was later examined in more detail
using starch gel electrophoresis of erythrocyte G6PD recovered from 42 female
and 32 male mules, 35 donkeys and ten horses (Serov et al., 1978). The
quantitative expression of the parental alleles at the GPD locus varied greatly
in female mules, from hemizygous expression of the maternal allele to that of
the paternal, thereby confirming random inactivation in females mules. No
selective advantage of a cell population with a maternally (or paternally)
derived active X chromosome was found.
Equine hybrids will continue to play an important role in research on
developmental genetics in the future. For example, the role of gametic
imprinting in placental and fetal development should be very fruitful, and
progress in this area is bound to be stimulated as more and more equine
developmental genes and their products are identified.
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