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Virus Research 55 (1998) 15–27
Phylogenetic analysis of the S10 gene of field and laboratorystrains of bluetongue virus from the United States1
Corinne M. Pierce, Udeni B.R. Balasuriya, N. James MacLachlan *
Department of Pathology, Microbiology and Immunology, School of Veterinary Medicine, Uni 6ersity of California, Da6is,
CA 95616 , USA
Received 30 August 1997; received in revised form 13 February 1998; accepted 13 February 1998
Abstract
The sequence of the S10 gene segment of the United States prototype strains of BTV serotypes 10, 11, 13, and 17
obtained from the American Type Culture Collection (ATCC), the commercial modified live virus vaccine strains of
BTV serotypes 10, 11, and 17, and 20 field isolates of BTV serotypes 10, 11, 13, and 17 was determined to better
define the molecular epidemiology of BTV infection in the US. All S10 gene segments were 822 nucleotides in length
with two in-frame initiation codons (nucleotides 20 to 22 and 59 to 61) and a single termination codon (nucleotides
707 to 709), thus all S10 genes were predicted to encode two proteins (NS3, NS3A). Nucleotide differences between
the S10 genes from field isolates of BTV ranged from zero (100% identity) to 142 (81.8% identity). The sequences of
the S10 gene segments from the US prototype ATCC strains of BTV 10 and 11 were very different from the
previously published sequences of putative US prototype viruses of the same serotypes (Lee and Roy, 1986; Hwang
et al., 1992). Comparison of the predicted NS3/NS3A proteins encoded by the S10 gene showed little variationbetween the various viruses (from 93 to 100% identity). This apparent conservation of NS3/NS3A amongst different
strains and serotypes of BTV likely is a reflection of functional constraints on the protein that tolerate little variation.
The various US isolates of BTV segregate into two distinct monophyletic groups based on their S10 gene sequences
and clustering of viruses was independent of serotype, year of isolation, geographical origin, and of host species of
isolation. The S10 sequence data also show that viruses that segregated within each of these two monophyletic groups
co-circulated in the western US between 1953 and 1990, and that reassortment of the S10 gene segment likely occurs
in nature. Comparison of dendograms derived from sequence analysis of the S3 (de Mattos et al., 1996)
* Corresponding author. Tel: +1 530 7521385; fax: +1 530 7548125; e-mail: [email protected] The nucleotide sequence data reported in this paper have been submitted to the GenBank nucleotide sequence data base and
have been assigned the accession numbers: AF004372=BTV10ATCC; AF044379=10B80Z; AF0044380=10O80Z; AF044381=
10B81U; AF044382=10B81X; AF044384=10B90Z; AF044385=10O90H; AF044376=VAC10; AF044373=BTV11ATCC;
AF044386=11O79X; AF044702=11B80Z; AF044383=11B81P; AF044703=11C81Z; AF044704=11O81X; AF044377=VAC11; AF044374=BTV13ATCC; AF044713=13O79Z; AF044711=13B80Z; AF044712=13B81K; AF044710=13B89Z;
AF044375=BTV17ATCC; AF044706=17O79Y; AF044705=17B80Z; AF044707=17B81Y; AF044708=17B90Z; AF044709=
17O90Y; AF044378=VAC17.
0168-1702/98/$19.00 © 1998 Elsevier Science B.V. All rights reserved.
PII S0168-1702(98)00024-0
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C .M . Pierce et al . / Virus Research 55 (1998) 15–27 16
and the S10 gene segments from the same viruses also indicates that the S10 gene segment evolves and reassorts
independently of the S3 gene segment. © 1998 Elsevier Science B.V. All rights reserved.
Keywords: Bluetongue virus; Phylogenetic analysis; S10 gene segment
1. Introduction
Bluetongue virus (BTV) is the etiological
agent of bluetongue, an arthropod-transmitted
disease of wild and domestic ruminants (Spruell,
1905; Moulton, 1961; Erasmus, 1975; Howerth
and Tyler, 1988; Howerth et al., 1988;
MacLachlan, 1994). BTV infection occurs
throughout temperate and tropical regions of the
world, and infection is dependent on the pres-
ence of competent vector Culicoides sp. (Mellor,
1990; Gibbs and Greiner, 1994). BTV is the pro-
totype virus of the genus orbivirus in the familyReoviridae. There are at least 24 serotypes of
BTV worldwide (Huismans and Cloete, 1987),
five of which have been isolated in the US
(Gibbs et al., 1983). The virus particle is com-
posed of a diffuse outer coat of viral proteins
VP2 and VP5 (Martin and Zweerink, 1972; Ver-
woerd et al., 1972) which surrounds an inner
icosahedral core that includes major proteins
VP3 and VP7 and minor proteins VP1, VP4,
and VP6 (Loudon and Roy, 1991). The viral
genome consists of 10 double stranded (ds)
RNA segments, seven of which encode structuralproteins VP1– VP7. The three remaining gene
segments encode non-structural proteins (NS1–
NS3) that are present in virus-infected cells
(Mertens et al., 1984). Each ds RNA segment
encodes a single protein with the exception of
the S10 gene segment which encodes two
proteins, NS3 and NS3A, using two in-frame
initiation codons (Lee and Roy, 1986; Gould,
1988; Hwang et al., 1992; Wade-Evans et al.,
1992). The NS3 and NS3A proteins have char-
acteristic features that are conserved amongst
most orbiviruses (Hwang et al., 1992; Moss etal., 1992; Jensen et al., 1994; van Staden et al.,
1995), including two conserved hydrophobic do-
mains, two N-linked glycosylation sites, and a
cluster of proline residues (Hwang et al., 1992).
NS3 and NS3A localize on the surface and in-
tracellular smooth membrane vesicles of BTV-in-
fected cells, and are responsible for the extrusion
of BTV particles from the cell (Hyatt et al.,
1991, 1993; Wu et al., 1992).
Previous phylogenetic analyses of the
serotype-specific L2 gene of US field isolates of
BTV serotypes 10 and 17 demonstrated that
virus strains isolated in a restricted geographical
region had evolved by different and independent
pathways (de Mattos et al., 1994a,b). A similaranalysis of the conserved S3 gene segment,
which encodes the minor core protein VP6, from
field isolates of BTV serotypes 10, 11 13, and 17
suggested that this gene evolves independently of
the L2 gene and that it reassorts in nature (de
Mattos et al., 1996). Similarly, oligonucleotide
fingerprint analysis of US prototype strains of
BTV serotypes 2, 10, 11, 13 and 17, and 32 field
strains of BTV isolated in the US between 1979
and 1981 identified two distinct S10 constella-
tions, and that natural reassortment of these two
distinct constellations occurs amongst fieldstrains of BTV (Heidner et al., 1991). Phyloge-
netic studies of the S10 gene of putative US
prototype strains of BTV 2, 10, 11, 13 and 17
demonstrated considerable sequence homology
and conservation, and further indicated that
BTV serotypes 10 and 11 are closely related, as
are the S10 genes of serotypes 13 and 17,
whereas BTV 2 is more distantly related (Hwang
et al., 1992). In contrast, analysis of the
serotype-specific L2 gene of US strains of BTV
indicated that BTV 10, 11, and 17 are closely
related whereas both BTV 13 and BTV 2 aremore distantly related (de Mattos et al.,
1994a,b).
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The objective of this study was to determine the
variability of the S10 gene segment of field strains
of BTV isolated in the US from different rumi-
nant hosts between 1979 and 1990, as compared
to that of the S10 gene segment of the US proto-
type strains of BTV serotypes 10, 11, 13, and 17
and the commercial modified live virus vaccine
strains of BTV serotypes 10, 11 and 17.
2. Materials and methods
2.1. Viruses and RNA isolation
The S10 gene segments of the US prototype
strains of BTV serotypes 10, 11, 13, and 17 ob-
tained from the American Type Culture Collec-
tion (ATCC; MD), modified live virus (MLV)
vaccine strains of BTV serotypes 10, 11, and 17
(VAC 10, VAC 11, VAC 17; Bluevac, Poultry
Health Laboratory, CA), and 20 field strains of BTV isolated from cattle, goats and sheep in
California, Idaho, Louisiana and Nebraska in the
years 1979, 1980, 1981, 1989 and 1990 were com-
pared. In addition, the S10 genes of putative
prototype US strains of BTV serotypes 10, 11, 13,
and 17 (BTV 10 UCD, BTV 11 UCD, BTV 13
UCD, and BTV 17 UCD), available in our labo-
ratory also were sequenced (Heidner et al., 1991;
Rossitto and MacLachlan, 1992). The origin of
each virus is listed in Table 1. The isolates were
processed as previously described (Heidner et al.,
1991; MacLachlan et al., 1992). The viruses were
propagated in BHK-21 cells (Heidner et al., 1991)
and the total RNA was isolated using guani-
dinium thiocyanate and phenol (RNAzolTMB;
Tel-Test, Inc., TX), according to the manufactur-
er’s instructions and essentially as previously de-
scribed (Balasuriya et al., 1995).
2.2. Amplification and sequencing
The published sequence of the S10 gene of BTV
17 (Hwang et al., 1992) was used to design syn-
thetic oligonucleotide 19-mer primers with anneal-
ing temperatures of 57°C (positive primer: 1–19;negative primer: 804–822) to amplify the entire
S10 gene segment by reverse transcription-poly-
merase chain reaction (RT-PCR) as previously
described (Akita et al., 1992). The negative primer
contained an A at position 810 to disrupt poten-
tial stem loop formation. Several different amplifi-
cations consisting of ten RT-PCR reactions were
performed for each virus to control for artifacts.
The reactions were pooled, concentrated by
ethanol precipitation or with a Centricon-30 con-
centrator (Amicon, MA), and gel-purified usinganother commercial kit (Gene-Clean, BIO101,
CA).
Both strands of the purified cDNA from each
virus were sequenced using the same primers as
those used for PCR amplification, as well as three
additional primers (positive primers: 288–308 and
422– 441; negative primer: 443– 462), and the
PRISM™ Ready Reaction DyeDeoxy™ Termina-
tor (Applied Biosystems, CA) cycle sequencing
kit. Approximately 100 ng cDNA and 10 pmol
primer were used in each reaction. Fluorescently-
labeled dideoxynucleotides were directly incorpo-rated into extension products during 25 cycles of
96°C for 30 s, 50°C for 15 s and 60°C for 4 min.
An ABI 377 Automatic Sequencer (Applied
Biosystems, CA) was used to collect and edit
sequence data according to the manufacturer’s
instructions.
2.3. Sequence and phylogenetic analysis
Computer analyses were performed using a
Power Macintosh 8100/100AV. The nucleotide
sequence of each S10 gene was translated into
amino acids, and predictions of hydrophobicity
and secondary structure were made using HIBIO
MacDNASIS Pro. Ver. 3.3 Software (Hitachi).
The ToPIR program of the Wisconsin package
(GCG Ver. 8.0 Software; Genetics Computer
Group, 1994; WI) and CLUSTAL V (Higgins and
Sharp, 1988) programs were used for multiple
sequence alignment. Phylogenetic analysis was
done with the PHYLIP (Phylogeny Inference
Package) version 3.572c for the Macintosh Power
PC (Felsenstein, 1993). The first and last 19 nucle-
otides of the 5% and 3% ends of each S10 gene were
not included in the phylogenetic analyses becauseprimers were used to amplify the segment. Dis-
tance matrices for nucleotide sequence data were
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C .M . Pierce et al . / Virus Research 55 (1998) 15–27 18
Table 1
Origin of BTV strains
Virus Year of isolation Host State/County
SheepBTV 10 ATCC CA1953
BTV 10 UCDa
Cow1980 CA/Kern10B80Z
198010O80Z Sheep CA/Solano
198110B81U Cow LA/East Baton Rouge
Cow1981 CA/Stanislaus10B81XCow CA/Riverside10B90Z 1990
Sheep1990 CA/Mendocino10O90H
VAC 10b
SheepBTV 11 ATCC TX1962
BTV 11 UCDa
197911O79X Sheep NE/Pershing
198011B80Z Cow CA/Kern
Cow1981 CA/Kern11B81P
198111C81Z Goat CA/Kern
198111O81X Sheep CA/Kern
VAC 11b
BTV 13 ATCC Cow1967 ID
BTV 13 UCDa
197913O79Z Sheep ID/Ada
Cow13B80Z ID/Wilder1980
Cow1981 CA/Stanislaus13B81K
198913B89Z Cow CA/Riverdale
1962BTV 17 ATCC Sheep WY
BTV 17 UCDa
197917O79Z Sheep CA/Merced
198017B80Z Cow CA/San Bernadino
Cow1981 CA/Kern17B81Y
199017B90Z Cow CA/Riverside
Sheep1990 CA/Linden17O90Y
VAC 17b
aThe putative prototype US strains of BTV available in our laboratory originally were obtained from Dr T.L. Barber (U.S.
Department of Agriculture, Arthropod Borne Animal Diseases Laboratory) by Dr J.L. Stott (University of California, Davis, CA),
and subsequently were passaged as described (Rossitto and MacLachlan, 1992).bModified live virus vaccine strains of BTV that were obtained from Poultry Health Laboratories, Davis, CA.
calculated for aligned sequences using the
DNADist program based on the Kimura 2
parameter model (Kimura, 1980) with a transi-
tion/transversion ratio of 2.0. The distance ma-
trices were then used in the FITCH program
(least-square method; Fitch and Margoliash,
1967) to generate phylogenetic trees. The FITCH
program was carried out with global rearrange-
ments and randomized input order. The S10 gene
from epizootic hemorrhagic disease virus (EHDV)serotype 2 was used as an outgroup for the phylo-
genetic analyses because it is distantly related to
the homologous gene segment from the BTV
serogroup, but it clearly is included in a distinct
serogroup within the orbivirus genus (Gould and
Pritchard, 1991; Jensen et al., 1994). A bootstrap
analysis with 200 replicates was done to assess
confidence limits of the branch pattern (Felsen-
stein, 1985). A confidence level of ]70% was
considered significant (de Mattos et al., 1996).
Several treeing methods were applied to the
data in an attempt to produce the dendrogramthat best reflects the nucleotide changes observed.
Among these were the distance matrix based on
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C .M . Pierce et al . / Virus Research 55 (1998) 15–27 19
maximum likelihood (Felsenstein, 1981a,b,c), Jin
and Nei analysis (Jin and Nei, 1990), and the
Kimura two parameter model (Kimura, 1980).
Distance matrices were then used in the FITCH
program (Fitch and Margoliash, 1967) or the
Neighbor-Joining/UPGMA (Saitou and Nei,
1987) program of the PHYLIP package (Felsen-
stein, 1993). Trees were also developed using the
parsimony method (PAUP Version 3.1.1; Swof-ford, 1989).
3. Results
3.1. Variation of the S 10 gene segment and
encoded NS 3 /NS 3 A proteins
The S10 gene segments from US prototype
strains of BTV 10, 11, 13 and 17 obtained from
the ATCC, putative US prototype strains of BTV
10, 11, 13 and 17 available in this laboratory,MLV vaccine strains of BTV serotypes 10, 11 and
17, and 20 field isolates of BTV from the US
(Table 1) were sequenced. Sequence analysis
showed that all S10 gene segments are 822 nucle-
otides in length (including primers; data not
shown). Two in-frame initiation codons at nucle-
otide positions 20 to 22 and 59 to 61 and a single
termination codon at nucleotide position 707 to
709 (TGA or TAA) are present in all S10 gene
segments.
The sequence of the S10 gene of US prototype
strains of BTV serotypes 10 and 11 obtained from
the ATCC differ significantly from those previ-
ously reported. The published sequence of the S10
gene segment of a putative US prototype strain of
BTV 10 (Lee and Roy, 1986) differs from that of
the ATCC strain by 142 nucleotides (81.8% iden-
tity). The sequence of the S10 gene segment of the
putative prototype strain described by Lee and
Roy (1986) differs from that of our own labora-
tory strain of BTV 10 by only two nucleotides
(99.7% identity). Similarly, the S10 gene segment
from the ATCC US prototype strain of BTV 11
differs from the published sequence of a putative
US prototype strain of BTV 11 by 148 nucleotides(81.0% identity; Hwang et al., 1992). The S10
sequence of our laboratory putative US prototype
strain of BTV 11 was identical to that of the
ATCC strain, and the sequences of the S10 genes
of our putative US prototype strains of BTV 13
and 17 each varied from the respective ATCC US
prototype strains of the same serotypes by just
one nucleotide. The sequences of the S10 genes of
the prototype ATCC strains of BTV 13 and BTV
17 each differ from those previously reported
(Hwang et al., 1992) by two nucleotides (99.7%identity).
The S10 gene segments of the three MLV vac-
cine strains (VAC 10, VAC 11, and VAC 17) are
very similar. The S10 sequences of the VAC 10
and VAC 11 viruses are identical, and differ from
VAC 17 by only six nucleotides (99.2% identity).
VAC 10 was derived from the ATCC strain of
BTV 10 and their S10 gene segments differ by
only one nucleotide (99.9% identity). The S10
sequences of VAC 11 and VAC 17 predictably are
different from those of the ATCC US prototype
strains of these serotypes (10 and 4 nucleotidedifferences respectively) because VAC 11 and
VAC 17 were derived from field isolates of BTV
and not the prototype strains (H. Gray, Poultry
Health Laboratories personal communication).
The sequence of the S10 gene segments of field
strains of BTV showed no consistent relationship
to that of the S10 gene segment of each ATCC
US prototype strain of the same serotype, thus
the S10 gene segment of all field strains of BTV
was compared to the ATCC strain of BTV 10
because this was the original isolate of BTV made
in the US. Nucleotide differences as compared to
the ATCC strain of BTV 10 are evenly dispersed
throughout the S10 gene of the field strains, with
nucleotides 1 to 48, 59 to 64, 236 to 285, 641 to
660, and 725 to 738 representing relatively con-
served regions. The field strains differ from the
ATCC strain of BTV 10 at 164 nucleotide
residues, with 46 of these changes being transver-
sions and 28 resulting in coding changes. Nucle-
otide differences between individual field strains
ranged from zero (100% identity; e.g. 10B81X and
11B81P) to 142 (81.8% identity; e.g. 10B81U and
13B80Z), and some nucleotide differences are
unique to a particular virus. Amongst the fieldisolates, nucleotides 781 in 17B90Z and 17O90Y,
and 175 in 10O80Z and 10B80Z are the only
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nucleotides that are unique to the different
serotypes of BTV and to individual years of isola-
tion. Most field isolates had common nucleotide
differences as compared to the ATCC strain of
BTV 10 (e.g. BTV 10 ATCC has a G at nucleotide
49 whereas an A is present in 10B81U, 10B81X,
10B90Z, 10O90H, 11O79X, 11B80Z, 11B81P,
11C81Z, 11O81X, 13B89Z, 17O79Y, 17B80Z,
17B81Y, 17B90Y and 17O90Y).The S10 gene segments of viruses isolated from
the same area in the same year were not consis-
tently similar. For instance, field isolates 10B80Z
and 11B80Z were isolated from the same ranch in
Kern County, CA, in the same year yet their S10
gene segments differ from one another by 137
nucleotides. Of the isolates derived from this same
ranch in the following year, field isolate 11B81P is
identical to 10B81X (isolated from Glenn County,
CA), and field isolate 11O81X is identical to
17B80Z (isolated from San Bernadino County,
CA). Furthermore, the S10 gene of 11B81P and11O81X differ by 12 nucleotides.
The deduced NS3 proteins encoded by the S10
gene of the ATCC prototype US strains of BTV
10, 11, 13, and 17, MLV vaccine strains of BTV
10, 11 and 17, and the 20 field isolates were
determined (data not shown). All S10 genes en-
code two proteins of 229 (NS3) and 216 (NS3A)
amino acids, as previously described (Lee and
Roy, 1986; Gould, 1988; Hwang et al., 1992).
NS3A begins at amino acid 14 of the NS3 protein
but all comparisons were made with NS3 for
convenience. As compared to one another, the
number of amino acid substitutions in the NS3
protein of the various viruses ranges from zero
(100% identity in 10B80Z and ATCC BTV 17) to
16 (93.0% identity in 13B80Z vs 11079X and
11B80Z). The deduced amino acid sequences of
the ATCC US prototype strain of BTV11 differs
from the previously published sequence of a puta-
tive US prototype strain of BTV 11 by 18 amino
acids (92.1% identity; Hwang et al., 1992). Simi-
larly, the ATCC US prototype strain of BTV 10
differs from the published sequence of a putative
US prototype strain BTV 10 by 14 amino acids
(93.9% identity; Lee and Roy, 1986). In contrast,the ATCC US prototype strains of BTV 13 and
17 differ from their respective published sequences
by only one residue (99.6% identity; Lee and Roy,
1986; Hwang et al., 1992). The deduced amino
acid sequence of the NS3 protein from the MLV
vaccine viruses VAC 10, VAC 11 and VAC 17
contain no unique amino acid substitutions as
compared to the other viruses.
The NS3 proteins from the different viruses
have many conserved characteristics. Amino acids
35–110, 127–148, 159–186 and 188–218 are con-served, as are the cysteine residues at amino acid
positions 137 and 181, a tryptophan at amino acid
position 159, and two potential N-linked glycosy-
lation sites at amino acids 63–65 (NTT) and
150–152 (NGT) (Hwang et al., 1992). A potential
O-glycosylation site (PT/SXXP; Wilson et al.,
1991) at residues 46–50 (SSMP; Jensen et al.,
1994) is also conserved amongst these viruses.
There are nine conserved phenylalanine residues
at amino acids 9, 78, 85, 147, 160, 176, 213, 216
and 224. Hwang et al. (1992) determined that the
prolines at amino acids 36, 37, 41, 44, 46, 50, 104,157, 165, 220 and 227 were conserved amongst
putative US prototype strains of BTV 10, 11, 13
and 17. These residues were also consistently pre-
dicted to be prolines in the viruses included in this
study with the single exception of amino acid 227,
which was predicted to be serine in field isolates
11O79X, 11B80Z, 11C81Z, 11O81X and 17B80Z.
Field isolates 10O90H and 10B90Z have an addi-
tional proline at amino acid 158 whereas the other
viruses have a glutamine or serine at this position.
The amino acids 114–130 and 159–175 constitute
the predicted hydrophobic domains (Lee and
Roy, 1986; Gould, 1988; Hwang et al., 1992;
Jensen et al., 1994) and also were conserved in
most of these viruses. The amino acid region
114–130, however, contained up to two amino
acid differences in many of the viruses (e.g.
13B80Z). The effect of this change is minor as
determined by comparison of the hydrophobicity
plots for 13B80Z and 10B81U (data not shown).
Some amino acids substitutions are unique to an
individual virus (e.g. glycine at amino acid 41 in
13B80Z), and some of these substitutions are not
conservative (e.g. glutamic acid at position 4 in
10O90H).The hydrophobicity plots (Kyte and Doolittle,
1982) of the deduced NS3 protein from these
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C .M . Pierce et al . / Virus Research 55 (1998) 15–27 21
viruses are virtually identical. Slight fluctuations
in hydrophobicity occur around amino acid 25
in 11B80Z (0.5 vs 1.5 in other viruses), and at
residue 158 in viruses 10B80Z, 10O80Z,VAC 10/
11, BTV 11, BTV 13, 13O79Z, 13B80Z, BTV 17
and VAC 17 (−1.0 vs −2.0 in other viruses;
data not shown). The secondary structure maps
(Chou et al., 1978) suggest that two distinct
structures of the NS3 protein occur in theseviruses, with the proline at amino acid residue
158 in 10O90H and 10B90Z being predicted to
form an additional turn in the NS3 protein of
these viruses (data not shown).
3.2. Phylogenetic analysis
Phylogenetic analysis of the S10 gene seg-
ments of ATCC prototype US strains of BTV
serotypes 10, 11, 13 and 17, MLV vaccine
strains VAC 10, VAC 11 and VAC 17, the 20field isolates of BTV isolated in the US, as well
as previously published sequences of the US
prototype strain of BTV 2 (Hwang et al., 1992),
putative US prototype strains of BTV 10 (Lee
and Roy, 1986) and BTV 11 (Hwang et al.,
1992), and EHDV 2 (Jensen et al., 1994) was
done using several methods. These methods gave
similar groupings but not identical trees (dendo-
grams; data not shown). The dendogram de-
picted in Fig. 1 was obtained using a distance
matrix method based on the Kimura two
parameter model (Kimura, 1980) and imple-
mented in the Fitch program (Fitch and Margo-
liash, 1967) of the PHYLIP package
(Felsenstein, 1993). The viruses cluster into two
distinct monophyletic lineages with a confidence
level of 100%. The segregation of these viruses
into two monophyletic groups based on their
S10 sequences corresponds exactly with results
previously determined by oligonucleotide finger-
print analysis of the same viruses (Heidner et
al., 1991).
The first monophyletic group (A; confidence
level of 100%) contains viruses isolated from cat-
tle and sheep between the years 1953 and 1981in California, Idaho, Texas, and Wyoming. The
members of this group include ATCC prototype
US strains of BTV 10, 11, 13 and 17, the previ-
ously published sequences of the US prototype
strain of BTV 2 (Hwang et al., 1992), all MLV
vaccine strains of BTV, two field isolates of
BTV 10 and three of BTV 13. The viruses in
this group have a nucleotide identity that ranges
from 100% (VAC 10 and VAC 11) to 93.2% (53
nucleotide differences; BTV 2 and ATCC BTV
11), with a genetic distance range from zero to0.0704. This monophyletic group is further sub-
divided into additional clades. The first clade
contains the ATCC prototype US strains of
BTV 11 and BTV 10, the MLV vaccine strains
VAC 10 and VAC 11, and two field isolates of
BTV 10. The second clade includes the MLV
vaccine strain VAC 17, the ATCC US prototype
strains of BTV 13 and BTV 17, and three field
isolates of BTV 13. The third clade contains
only the US prototype strain of BTV 2.
The second monophyletic group (B) contains
viruses with a nucleotide identity that rangesfrom 100% (11O81X vs 17B80Z) to 91.5% (66
nucleotide differences; BTV 11 (Hwang et al.,
1992) vs 10B90Z), with a genetic distance mini-
mum of zero and a maximum of 0.0918. The
viruses in this group were isolated from three
different animal species (cattle, sheep, and goats)
between the years 1979 and 1990 in California,
Nebraska and Louisiana. This large group is
further subdivided into three distinct clades. One
clade contains only a putative prototype US
strain of BTV 11 (Hwang et al., 1992). A second
small clade contains a putative prototype USstrain of BTV 10 (Lee and Roy, 1986), our pu-
tative US prototype strain of BTV 10 (data not
shown), and the 10B81U field isolate. The third
large clade contains all field isolates of BTV 17
and BTV 11, one field isolate of BTV 13, and
three field isolates of BTV 10. Some clustering
between the two monophyletic groups (A and B)
occurs based on serotype and/or year of isola-
tion as demonstrated by 13B80Z, 13B81K, and
13O79Y and 10B90Z and 10O90H. The presence
of viruses representing the different serotypes of
BTV endemic in the US in each monophyleticgroup, independently of serotype, strongly sug-
gests that reassortment of the S10 gene segment
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C .M . Pierce et al . / Virus Research 55 (1998) 15–27 22
F i g .
1 . P h
y l o g e n e t i c t r e e b a s e d o n s e q u e n c e a n a l y s i s o f t h e S 1 0 g e n e s e g m e n t o f l a b o r a t o r y a n d fi e l d s t r a i n s o f B T V .
T h e S 1 0 g e n e f r o m
E H D V s e r o t y p e 2 w a s u s e d
a s a n o u t g r o u p ( J e n s e n e t a l . ,
1 9 9 4 ) t o r o o t t h e t r e e
. H o r i z o n t a l b r a n c h l e n g t h s r e fl e c t g e n e t i c
d i s t a n c e s . S l a s h e s i n t h e b r a n c h e s r e p r e s e
n t l a r g e r d i s t a n c e s . B o o t s t r a p
p e r c e n t a g e s a r e i n d i c a t e d a t s e l e c t e d b r a n c h i n g p o i n
t s .
S e q u e n c e o f t h e S 1 0 g e n e o f B T V s e r o
t y p e s 2 a n d 1 1 a c c o r d i n g t o H w a n g e t a l .
( 1 9 9 2 ) ; B T V 1 0 a c c o r d i n g t o
L e e a n d R o y ( 1 9 8 6 ) .
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C .M . Pierce et al . / Virus Research 55 (1998) 15–27 23
occurs in nature. Some viruses isolated from the
same ranch in Kern County, CA, clustered
within the same group (e.g. 11B80Z, 11C81Z,
and 11O81X), whereas others (e.g. 10B80Z) were
placed in the other monophyletic group. Fur-
thermore, sequence analysis of viruses isolated in
1980 from this ranch clearly shows the co-circu-
lation of viruses with S10 gene segments that
represent the two different monophyletic groups
(e.g. 11B80Z from group B and 10B80Z from
group A). Four strains of BTV were isolated
from ruminants on the same ranch in the fol-
lowing year and none of these viruses had an
S10 gene segment that was identical to that of
any of the previous isolates from 1980. All the
viruses isolated from this ranch in 1981 were
placed in monophyletic group B.
Eleven of the BTV strains included in this
study are common to a previous phylogenetic
analysis based on the sequence of the S3 genesegment (de Mattos et al., 1996). A comparison
of the phylogenetic trees derived from the se-
quence of the S3 and S10 gene segments from
these viruses was done using the methods de-
scribed for the S10 gene segment, except with
500 boot strap replicates and that the published
sequences of the S3 and S10 gene segments of
BTV 1 were used to root the trees (Gould, 1988;
Wade-Evans et al., 1992). The various strains of
BTV 10, 11, 13 and 17 segregate into two or
three major monophyletic groups in each tree
with no correlation to serotype (Fig. 2), howeverthese viruses do not consistently segregate into
the same monophyletic groups or clades based
on analyses of their S10 and S3 genes (e.g.
13B89Z and 10O80Z, and 17B90Z and
10O90H). The genetic distances of these viruses
also differ significantly based on the S10 gene
segment as compared to those based on their S3
genes. Differences in the genetic distances and
tree topologies of the common viruses, as deter-
mined by comparative sequence analysis of their
S3 and S10 gene segments, indicates that these
gene segments reassort independently and im-plies that these gene segments also evolve inde-
pendently.
4. Discussion
The objective of this study was to define bet-
ter the molecular epidemiology of BTV infection
in the US by determining the variability and
reassortment frequency of the S10 gene segment
amongst field strains of BTV isolated from rumi-
nants predominantly in the western US over a
period of 37 years. The results of this studyindicate that the S10 gene segments of the field
strains of BTV group within two distinct but
related monophyletic groups, and that segrega-
tion of the viruses into these two groups can be
independent of serotype.
The evolution of the S10 gene is distinct from
that of either the serotype-specific L2 gene or
the S3 gene, which encodes the minor core
protein VP6. Previous studies of the serotype-
specific L2 gene from different strains of BTV
10 and BTV 17 clearly demonstrated that field
isolates of BTV segregate into monophyleticgroups according to serotype (de Mattos et al.,
1994a,b). A similar study of the conserved S3
gene segment of US prototype and field strains
BTV showed that these viruses segregated into
two monophyletic groups with no correlation to
serotype (de Mattos et al., 1996). Hence the S3
gene, like the S10 gene, evolves and reassorts
independently of the L2 gene, however, different
tree topologies resulted from the sequence and
phylogenetic analysis of the S10 and S3 genes
from eleven viruses that were included in both
studies suggesting that these two genes evolveindependently of one another and at different
rates.
The considerable discrepancy between the se-
quences obtained from the S10 gene segment of
the ATCC US prototype strains of BTV
serotypes 10 and 11 and those of previously
published sequences of putative prototype US
strains of BTV 10 and 11 was unexpected. De-
termination of the serotype of a BTV strain is
dependent only on the L2 gene segment and its
encoded VP2 protein, whereas all BTV gene seg-
ments are important in the identification of avirus strain. Designation of a BTV strain as a
prototype, therefore, should not be based solely
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C .M . Pierce et al . / Virus Research 55 (1998) 15–27 25
on the sequence of the L2 gene but on that of all
the gene segments. Results from this study
strongly suggest that reassortment of gene seg-
ments has occurred amongst putative prototype
US laboratory strains of BTV. To avoid such
confusion in the future, it is most logical that the
ATCC strains of BTV always be used as the US
prototype strains.
Previous phylogenetic analyses of the USstrains of BTV based on the L2 gene segment
indicated that BTV 2 and 13 are more closely
related, and that these serotypes are different
from BTV 10, 11 and 17 which cluster closely (de
Mattos et al., 1994a,b). Both BTV 13 and BTV 2
are considered recent introductions into the US,
however BTV 13 became endemic whereas BTV 2
did not. Based on their S10 sequences, the ATCC
US prototype strain of BTV serotype 13 and the
early field isolates of that serotype (13O79Z,
13B80Z, and 13B81K) segregate into a different
monophyletic group than the more recent isolate13B89Z. Furthermore, the ATCC prototype BTV
13 virus and the three early field isolates of BTV
13 cluster with the MLV VAC17 virus. These
data might indicate that a reassortment event
which provided a replication and transmission
advantage occurred between the strain of BTV 13
that originally incurred into North America, and
the established endemic serotypes and/or the
MLV vaccine strains. de Mattos et al. (1996) also
suggested that a reassortment event may have
occurred between the prototype BTV 13 virus
and VAC 10, based on sequence and phylogenetic
analysis of the S3 gene segment of field isolates of
BTV.
Phylogenetic analysis of the S10 gene segment
from 20 field isolates of BTV shows clusterings
were independent of the host species of isolation.
Viruses co-cluster that were isolated from rumi-
nants with either clinical bluetongue disease or
undergoing asymptomatic infection, and there
was no obvious correlation beween the sequence
of the S10 gene segment and virulence as appar-
ently occurs with African Horse Sickness virus
(Laegried et al., 1995). For example, 10O90H was
isolated from a sheep with severe clinical diseaseand it clustered with 10B90Z which was isolated
from a healthy cow. However, bluetongue disease
is common in BTV-infected sheep (Erasmus,
1975) whereas infection of cattle typically is
asymptomatic (MacLachlan, 1994; Barratt-Boyes
and MacLachlan, 1995). It also is appreciated
that the adaption of the virus strains evaluated to
cell culture also likely introduces a selection bias.
Despite the considerable sequence divergence
of the field isolates of BTV, the deduced NS3
amino acid sequences do not differ greatly andmost of the characteristic features of the protein
are highly conserved. Hyatt et al. (1993) used a
baculovirus expression system to prove that the
NS3 protein is necessary for extrusion of virus-
like particles from cells, and this crucial role of
NS3/NS3A during BTV infection apparently tol-
erates little variation in the protein. Site-specific
and deletion mutations of the glycosylation and
hydrophobic domains of NS3 expressed in a bac-
ulovirus expression system did not alter the intra-
cellular processing of the protein from the
endoplasmic reticulum through the golgi to thecellular surface (Bansal et al., 1996), but the con-
servation of the NS3 protein amongst US field
strains of BTV suggests the conservation of these
features is critical to its biological function and to
fitness of the virus in this ecosystem.
In summary, sequence comparison of the
ATCC US prototype strain of BTV serotypes 10,
11, 13, and 17, MLV vaccines strains VAC 10,
VAC 11, and VAC 17, and 20 field isolates of
BTV shows that two distinct monophyletic lin-
eages of S10 gene segments co-circulated in the
US over a period of 37 years, that reassortment
of the S10 gene segment likely occurred in nature
that was independent of serotype and of the gene
segment encoding core protein VP6, and that the
characteristic features of the NS3 protein are
highly conserved amongst field strains of BTV
present in the US.
Acknowledgements
The authors gratefully acknowledge Jodi Hedges
for information and assistance regarding the se-quence analysis and computer support. These stud-
ies were supported by USDA-NRI Competitive
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C .M . Pierce et al . / Virus Research 55 (1998) 15–27 26
Grant 91-37204-6407 and funds provided by the
Center for Food Animal Health and the USDA
under the Animal Health Act 1977, Public Law
95-113.
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