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Abstract
Infections with Bartonella bacilliformis result in Carrion’s disease in humans. In the first phase of infection, the patho‑
gen causes a hemolytic fever (“Oroya fever”) with case-fatality rates as high as ~90% in untreated patients, followed by
a chronical phase resulting in angiogenic skin lesions (“verruga peruana”). Bartonella bacilliformis is endemic to South
American Andean valleys and is transmitted via sand flies (Lutzomyia spp.). Humans are the only known reservoir for
this old disease and therefore no animal infection model is available. In the present review, we provide the current
knowledge on B. bacilliformis and its pathogenicity factors, vectors, possible unknown reservoirs, established and
potential infection models and immunological aspects of the disease.
Keywords: Bartonella bacilliformis, Carrion’s disease, Vector-borne disease, Lutzomyia, South America, Neglected
tropical disease
© The Author(s) 2019. This article is distributed under the terms of the Creative Commons Attribution 4.0 International License
(http://creativecommons.org/licenses/by/4.0/), which permits unrestricted use, distribution, and reproduction in any medium,
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and indicate if changes were made. The Creative Commons Public Domain Dedication waiver (http://creativecommons.org/
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Garcia‑Quintanilla et al. Parasites Vectors (2019) 12:141 Page 2 of 12
Fig. 2 Patients with Verruga peruana caused by B. bacilliformis. Left: 9-year-old girl with numerous bleeding verrugas on her legs; Huaraz, Ancash,
1993. Right: 17-year-old girl (facing left) showing multiple verrugas close to her left elbow; a single verruga has broken the overlying epidermis, and
may later bleed; Huari, Ancash, 2002 (courtesy of C. Maguiña, Universidad Peruana Cayetano Heredia, Lima, Peru)
Garcia‑Quintanilla et al. Parasites Vectors (2019) 12:141 Page 3 of 12
Fig. 3 Ceramic masks (400 B.C.–400 A.D.). Two masks discovered in Ecuador displaying the facial symptoms of verruga peruana. Citation:
Sotomayor-Tribín HA. Pensamiento analógico mítico en la interpretación del arte prehispánico de interés para la arqueomedicina y la
paleopatología. Repert Med Cir. 2016;25:50–71 [94]. With permission of Elsevier
strategy underlying a Bartonella infection is (i) the avoid- proteins A and B are some factors that have been associ-
ance of the host immune response and the infection of ated with erythrocyte infections. In this review we sum-
a primary niche (if this exists); (ii) the invasion of eryth- marize the current knowledge for B. bacilliformis with
rocytes; and (iii) an intraerythrocytic replication [11] regard to vectors, pathogenicity factors and infection
resulting in erythrocyte rupture [12]. Exact mechanisms models.
involved in all these steps are not studied in detail. It is
known that flagella of B. bacilliformis are not recognized Vectors and reservoirs for B. bacilliformis
by Toll-like receptor 5 (TLR5) avoiding a broad activation Sand flies belonging to the genus Lutzomyia (Fig. 4)
of the innate immune system [13] and it is assumed that are considered the only vector for B. bacilliformis. The
adhesins might mediate autoaggregation [14] to prevent first evidence for the transmission of B. bacilliformis
phagocytosis [11]. On the other hand, adhesins, flagel- was found in 1913 when Charles Townsend captured
lin, hemolysin, deformin or the invasion associate locus sand flies in the train station where workers suffered
Fig. 4 Adult Lutzomyia verrucarum sand flies. Left: male. Right: blood-fed female. Colony-bred adults. Length of each between 2 and 3 mm
(courtesy of E. Pérez, Universidad Peruana Cayetano Heredia, Lima, Peru)
Garcia‑Quintanilla et al. Parasites Vectors (2019) 12:141 Page 4 of 12
from Carrion’s disease [15]. In 1929, the pioneer in Noguchi suggested already in 1926 that ticks might
analyzing Oroya fever, Hideyo Noguchi, determined represent possible vectors for B. bacilliformis as he dem-
which insects are responsible of the transmission of onstrated that B. bacilliformis was transmitted by bites
the disease by exposing Macacus rhesus monkeys to of Dermacentor andersoni from two experimentally-
bat flies, bedbugs, buffalo gnats, fleas, horse flies, lice, infected to two healthy Macacus rhesus monkeys [29].
mites, midges, mosquitoes, sheep ticks, ticks, and In a recent study, B. bacilliformis DNA was detected in
three species of sand flies (L. verrucarum, L. peru- ticks (Amblyomma spp. and Rhipicephalus microplus)
ensis and L. noguchii). He injected crushed arthro- collected from Tapirus terrestris and Pecari tajacu from
pods intradermally and blood cultures were analyzed Madre de Dios (Peru) suggesting that ticks might be at
for the presence of B. bacilliformis. The only vectors least considered as potential vectors for B. bacilliformis
whose injections resulted in an infection were L. ver- [30]. It is important to critically discuss some points of
rucarum and L. noguchii [16]. From literature, the fol- this study the possibility of false positive results due to
lowing Lutzomyia species are suggested vectors for B. the DNA extraction method (from crushed insects) or
bacilliformis: L. ayacuchensis [2], L. columbiana [17], due to the high number of cycles (n = 55) and the miss-
L. gomezi [17], L. maranonensis [18], L. noguchii [16], ing amplicon sequencing procedures. A recent study
L. panamensis [17], L. peruensis [19, 20], L. pescei [5], identified a novel “Candidatus Bartonella rondonien-
L. robusta [21], L. serrana [2] and L. verrucarum [22]. sis” from kissing bugs (Eratyrus mucronatus) in French
However, the presence of B. bacilliformis DNA in these Guiana [31]. This novel strain is phylogenetically related
insects has only been demonstrated for L. verrucarum to B. bacilliformis and B. ancashensis, both known to
[22], L. peruensis [20], L. robusta [23] and L. maranon- be human pathogenic [32]. More studies are needed to
ensis [18]. clarify whether B. bacilliformis and closely related spe-
Colonization experiments with artificially-infected L. cies can be transmitted through other vectors to humans
verrucarum (competent vector) and L. longipalpis (non- which are not assigned today.
competent vector) showed that green-fluorescent pro- Currently, apart from humans, there is no confirmed
tein (GFP)-expressing B. bacilliformis bacteria remain in reservoir for B. bacilliformis. No solid evidence exists
the midgut and are digested with time in L. longipalpis that Tapirus terrestris and Pecari tajacu might serve as
(non-competent vector) meanwhile the pathogen is able reservoirs for B. bacilliformis because no serum/blood
to persist in L. verrucarum [24]. The molecular mecha- was collected from these two wild mammals from which
nisms for persistence in L. verrucarum have not yet been B. bacilliformis DNA-positive ticks were removed [30].
elucidated. On the other hand, the broad distribution of Tapirus ter-
There is a clear correlation between the distribu- restris, Pecari tajacu and ticks is not in concordance with
tion of Carrion’s disease and the presence of vectors in the distribution of Carrion’s disease; therefore, further
endemic areas. The main sand fly species in northern, studies are needed to confirm or discard this possibil-
southern and central Peru are L. verrucarum and L. ity. In the hypothetical case that these wild animals did
peruensis. These sand fly species are predominant at alti- not suffer from a B. bacilliformis infection, ticks might
tudes between 1100 and 3200 m above sea level in the have become infested via blood meals from other, so far
Andean mountain valleys of South America [25, 26]. The unknown animals or even from humans since only 3 out
epidemiological presence of Carrion’s disease in other of 43 ticks (6.97%) collected from three Tapirus terrestris
areas, however, suggests the existence of other Lutzo- and 12 out of 67 ticks (17.91%) collected from three
myia vectors. Lutzomyia serrana was detected in an out- Pecari tajacu were positive for B. bacilliformis DNA [30].
break in Monzon Valley, L. robusta in outbreaks taking In the case that an animal is found to be bacteremic with
place in Jaen, San Ignacio and Utcubamba, and L. pescei Bartonella spp., one could assume that the majority of
in Huancavelica, Churcampa, Tayacaja, Urubamba, Calca these blood-sucking ticks would harbor B. bacilliformis
and Quispicanchis (all Peru) during outbreaks [27]. In DNA as this has been demonstrated for feeding Ixodes
Colombia, the potential vector for Carrion’s disease is ricinus ticks collected from a B. henselae-seropositive cat
L. columbiana. During 2009–2013, a total of 1389 cases [33].
of bartonellosis were reported in Colombia from which Many Bartonella species have various specific animal
16% were assigned to Carrion’s disease (~3% Oroya fever reservoirs (e.g. cats, deer, foxes, rodents, cattle [34]).
and ~13% verruga peruana). Reports demonstrated that For B. bacilliformis, some animal and plant reservoir
it was not only the typical endemic areas such as Nariño, candidates have been proposed in the past. Here, it is
Cauca and Valle del Cauca that were affected, but also important to know that both male and female sand flies
Antioquia, Caldas, Huila, La Guajira and Risaralda which feed on plants, but only females feed on blood since
were not previously considered to be endemic [28]. blood meals are required for the maturation of eggs.
Garcia‑Quintanilla et al. Parasites Vectors (2019) 12:141 Page 5 of 12
[9]. A total of 50 animals were tested from households Confirmed pathogenicity factors of B. bacilliformis
whose children were suffering from Carrion’s disease Adhesin
and only four out of nine non-domesticated rodents Trimeric autotransporter adhesins (TAA) are found in
were found to be positive for Bartonella-like bacteria; many Gram-negative bacteria. TAAs mediate autoaggre-
unfortunately, no species determination was under- gation, adherence to host cells and matrix proteins, are
taken, so it remains unknown if an unexplored animal immunodominant and involved in triggering a specific
reservoir for B. bacilliformis might exist [35]. On the host cell response after infection [14]. The essential role
other hand, several human pathogens are able to infect of TAAs in bacterial pathogenicity has been shown for
or to persist on plant reservoirs such as Salmonella several TAAs, such as Yersinia adhesin A (YadA) from Y.
enterica, Pseudomonas aeruginosa, Burkholderia cepa- enterocolitica [41] or Neisseria adhesin A (NadA) from
cia, Erwinia spp., Staphylococcus aureus, Escherichia N. meningitidis [42]. As known today, TAAs are encoded
coli and Listeria monocytogenes [36]. With this sce- in the genomes of all Bartonella spp. [10] and the best
nario, another possibility might be that B. bacilliformis studied TAA is Bartonella adhesin A (BadA) of B. hense-
survives in a plant environment and sand flies become lae [43–45]. Genes homologous to badA have also been
infested after feeding from plants. Bacterial type III and found in the genomes of B. bacilliformis [10]. Here, three
type IV secretion systems are usually involved in plant putative B. bacilliformis adhesins were identified (NCBI
infection processes. However, B. bacilliformis lacks accession numbers WP_005766217.1, WP_005766221.1,
these secretion systems [37]. In 1953, Herrer [38] tried WP_005767360.1) with a deduced TAA domain struc-
to recover B. bacilliformis from euphorb plants distrib- ture similar to other TAAs from species of the genus
uted in the same areas where there had been recent Bartonella. The exact role of Bartonella bacilliformis
cases of Carrionʼs disease where Carrion’s disease took adhesin A (BbadA) in the infection process is not clear,
place but without success. own ongoing work is aimed to elucidate this in detail
(Fig. 5).
number WP_011807398) [3]. Typically, B. bacilliformis of B. bacilliformis but it has also been reported to be
expresses 2–16 unipolar flagella [3] ~3–10 µm in length secreted and involved in establishing an angiogenic
(Fig. 6). Adherence of bacteria to erythrocytes correlates phenotype of endothelial cells in vitro [52]. It remains
with their ability to be motile; however, it is not known unknown if GroEL is a mitogenic factor by itself or
whether flagella are directly involved in erythrocyte whether it interferes with the expression or stability of
adhesion or if the bacterial motility increases the prob- other angiogenic B. bacilliformis proteins. Secretion of
ability of encountering erythrocytes. Mutants lacking GroEL has also been described in Helicobacter pylori to
flagellin expression have been demonstrated to exhibit protect secreted ureases [53, 54]. The groESL operon is
less erythrocyte adherence compared with wild type bac- upregulated in response to thermal stress resulting in a
teria [46] and were unable to enter erythrocytes [47]. In ~4-fold induction of groEL expression by a temperature
accordance, it was reported that expression of flagella is upshift from 30 °C to 37 °C comparable to the tempera-
decisive for erythrocyte invasion since the presence of ture shift occurring at the transmission event from sand
anti-flagellin antibodies reduced in vitro the erythrocyte fly vectors to the human host [55]. GroEL of B. bacil-
invasion of B. bacilliformis [48]. In contrast to other flag- liformis increases apoptosis of human umbilical vein
ellated bacteria (e.g. E. coli, P. aeruginosa or Legionella endothelial cells (HUVEC) [56] thereby possibly regulat-
pneumophila), flagellin from B. bacilliformis is not recog- ing the growth of endothelial cells.
nized by Toll-like receptor 5 (TLR5) due to an amino acid
exchange in the N-terminal D1 domain and this avoids a Hemin‑binding proteins
NF-κB-regulated inflammatory host cell activation [13]. The genome of B. bacilliformis encodes three hemin
binding protein (hbp) genes [57] that are homologous
GroEL to the Pap31 protein of B. henselae [58] (NCBI acces-
GroEL is a housekeeping protein found nearly in all sion numbers ABA60112.1, KZN22406.1, KZM38396.1,
prokaryotic cells. This heat-shock chaperone is highly EKS45023.1, ABM44681.1). So far, no functional data
conserved and its encoding sequence has been used of Hbps exist although experiments suggest that these
for multi-locus sequence typing (MLST) [49] and for proteins react with patient sera (with unclear specific-
the analysis of phylogenetic relationships in Bartonella ity). Pap31 of B. bacilliformis seems to be an immuno-
species [50]. The protein (NCBI accession number dominant protein [57] and, therefore, it was proposed as
WP_005767840.1) is also immunodominant in humans a candidate for potential vaccine development strategies
[51]. GroEL is present in the inner and outer membrane [59]. In line with this, owl monkeys (Aotus nancymaae)
experienced a four-fold increase of anti-Pap31 (anti-Hbp)
IgM levels after infection with B. bacilliformis [60].
Fig. 7 Human erythrocytes infected with B. bacilliformis. Left: Fluorescence microscopy of human erythrocytes infected with GFP-expressing
B. bacilliformis ATCC 35686 (6 h). Note the deformation of the erythrocyte cell surface (Aepfelbacher and Kempf, 2018). Scale-bar: 10 µm. Right:
Scanning electron microscopy of infected human erythrocytes (24 h). Note the deformation of the erythrocyte. Scale-bar: 1 µm (courtesy of C.
Sittmann, Goethe University, Frankfurt am Main, Germany and K. Hipp, Max Planck-Institute for developmental Biology, Tuebingen, Germany)
Garcia‑Quintanilla et al. Parasites Vectors (2019) 12:141 Page 8 of 12
washing, erythrocyte-bound bacteria are visualized and bacilliformis results in endothelial proliferation and that
quantified by Giemsa staining and light microscopy or a direct contact between bacteria and host cells results in
via electron microscopy. By this, it was shown that B. higher proliferation rates compared with settings where
bacilliformis leads to substantial and long-lasting defor- bacteria and host cells were physically separated [73]. The
mations in erythrocyte membranes where bacteria are increase of endothelial proliferation (6- to 20-fold) was
localized [46, 48] and this resulted in the hypothesis of a confirmed in a later study by exposing endothelial cells
so-called “deformin” protein (see above). The entry of B. to B. bacilliformis culture supernatants and this phenom-
bacilliformis into erythrocytes has also been monitored enon was dependent on a bacteria-derived proteinaceous
by fluorescence microscopy and by transmission elec- mitogen [52].
tron microscopy [46]. Moreover, invasion kinetics were Other experiments demonstrated that a B. bacilliformis
determined using gentamicin-protection assays killing infection results in a strong induction of angiopoietin-2
the extracellular bacteria prior the lysis of erythrocytes in endothelial cells [78]. These findings are in-line with
and subsequent cultivation of the intracellular (aminogly- the observations made by in situ hybridizations of clinical
coside-protected) bacteria [48]. Various studies revealed human verruga peruana specimens where high expres-
that non-motile or flagella-function-inhibited bacteria sion levels of angiopoietin-2 and vascular endothelial
are drastically reduced in their association with eryth- growth factor (VEGF) receptors were detected in the
rocytes. Furthermore, treatment with enzymes (affect- endothelium. As the major source of VEGF, the overly-
ing outer proteins) or incubation with respiratory chain ing epidermis of the verruga peruana was identified sug-
inhibitors was also demonstrated to influence bacterial gesting an angiogenic loop mechanism between infected
erythrocyte adherence [71]. endothelium and the overlying epidermis [78].
invaded erythrocytes was still lower compared to Oroya B. bacilliformis in murine infection models can be best
fever in humans [80]. Furthermore, a high variety in the explained by the absence of a Trw type 4 secretion sys-
course of disease was observed: rhesus monkeys devel- tem (Trw T4SS): it was shown that a distinct Trw locus
oped from mild (mild anemia, mild course of verruga of the respective animal-pathogenic Bartonella species is
peruana-like lesions) to severe (see above) symptoms crucial for facilitating host-restricted adhesion to eryth-
after B. bacilliformis infections [80]. The variation of the rocytes [86].
course of infection suggested that the severity of symp- A potential alternative to mimic at least the bacte-
toms of Carrion’s disease was primarily attributed to remia phase of a B. bacilliformis infection in humans
the virulence of the particular B. bacilliformis strain and (Oroya fever) and to overcome the species barrier in
secondarily depended on the (genetic) predisposition murine infection models is the use of so-called “human-
of monkeys [82]. The pathologic changes in the organs ized” mice. The engraftment of NOD-scid IL2rɤ-/- mice
of monkeys suffering from a severe course of Carrion’s with human hematopoietic stem cells results in de novo
disease showed high similarity to those found in human generation of human erythrocytes and such models have
organs of fatal cases. After the death of the animals, bac- been used in analyzing e.g. the course of Plasmodium fal-
teria were re-isolated from the lymphatic system, spleen, ciparum infections [87]. As B. bacilliformis is adapted to
bone marrow and liver [80]. Noguchi & Battistini under- infect human erythrocytes, this promising model would
took further attempts to identify animal species suscep- probably enable to analyze some bacterial pathogenic-
tible to B. bacilliformis infection (dogs, donkeys, guinea ity mechanisms. Nevertheless, in such humanized mice,
pigs, java, mice, rabbits, rats, ringtails, green monkeys, endothelial cells (which represent the potential niche
chimpanzees and orangutans) but only chimpanzees for B. bacilliformis) remain of murine origin and it is
and orangutans showed clinical symptoms character- unknown how the murine-endothelial-cell origin affects
istic for Carrion’s disease [83, 84]. However, compared the course of infection.
to rhesus monkeys, the severity of symptoms was much
weaker and showed less resemblance to Carrion’s disease
of humans [83]. Similar results were obtained ~80 years Host immune response upon B. bacilliformis
later by infecting owl monkeys. Here, these monkeys suf- infections
fered also from a microscopically-detected intraeryth- Only little information exists about immunity in Car-
rocytic bacteremia upon an intravenous B. bacilliformis rion’s disease and immune response to B. bacilliformis
infection; nevertheless (and for unclear reasons), detec- infections. Reasons for this are the low availability of
tion of B. bacilliformis via cultures and PCRs remained samples from the endemic areas, a hardly existing scien-
negative [60]. To the best of our knowledge, today the tific attention to the disease and the lack of suitable ani-
B. bacilliformis monkey-infection model is no longer mal infection models. There is moderate evidence that
applied (most likely because of animal protection reasons humoral and cellular immune responses are involved
and economic aspects). during Carrion’s disease. It is known that an infection
There have been attempts to establish a rat infection with B. bacilliformis results in a lifelong humoral immu-
model to determine the responsible mechanism of B. nity which confers partial immunological protection [88]
bacilliformis for inducing vascular proliferations [77]. and this is in-line with earlier results showing that rhesus
Here, polyvinyl alcohol sponge discs were subcutane- monkeys and chimpanzee which had recovered from an
ously implanted into adult Sprague-Dawley rats and were infection with B. bacilliformis showed complete immu-
injected with B. bacilliformis culture extracts three days nity when repetitively infected [81].
after implantation. Sponges were analyzed microscopi- Groundbreaking findings from 1929 are still valid today
cally after seven days and a ~2.5-fold increase in blood [89]: to study the effects of immune sera on the course of
vessel formation was found. It needs to be mentioned that B. bacilliformis infections, rabbit immune sera and con-
this rat model was established for the artificial applica- valescent sera from infected rhesus monkeys were tested
tion of B. bacilliformis extracts not reflecting the natural in infections of rhesus macaques. In most cases, convales-
course of infection [77]. In another experimental set- cent sera delayed the formation of verruga peruana and
ting, BALB/c mice were intraperitoneally, intradermally inhibited a proliferative blood-stream infection with B.
or subcutaneously inoculated with various amounts of bacilliformis when simultaneously applied with the path-
viable B. bacilliformis, but histopathological lesions were ogen. The injection of convalescent sera after B. bacil-
not detected. Moreover, no bacteremia was detected liformis infections resulted in negative blood cultures but
for a period of 15 days after inoculation [85], reflect- showed no effect on the formation of skin lesions.
ing that BALB/c mice are not an appropriate B. bacil- In endemic regions, seropositivity (IgM, IgG) of
liformis animal infection model. The lack of virulence of humans can reach ~30–35%. Recent studies reported
Garcia‑Quintanilla et al. Parasites Vectors (2019) 12:141 Page 10 of 12
Publisher’s Note
Conclusions Springer Nature remains neutral with regard to jurisdictional claims in pub‑
Carrion’s disease is an ancient disease. There is a worri- lished maps and institutional affiliations.
some lack of knowledge about vectors and possible reser-
Author details
voir hosts of B. bacilliformis. Insights into the dynamics of 1
University Hospital, Goethe-University, Institute for Medical Microbiology
pathogen transmission by Lutzomyia species might help and Infection Control, Frankfurt am Main, Germany. 2 Universidad Peruana
to gain prevention strategies. Clearly, a rigorous screening Cayetano Heredia and the Instituto de Medicina Tropical Alexander von
Humboldt, Lima, Peru.
of the wildlife (animals and plants) would discard or con-
firm the existence of other B. bacilliformis reservoir hosts Received: 19 December 2018 Accepted: 7 March 2019
apart from human beings. Molecular mechanisms under-
lying host infections are also widely unknown. The use of
appropriate in vitro and in vivo infection models in com-
bination with molecular strategies using bacterial mutants References
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