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2  |  Perez et al.

          referenced and kindly encourage the reader to explore beyond   Influenzavirus D (type D), Isavirus, Thogotovirus and Quaranja-
          those mentioned in this chapter.                      virus (McCauley, 2014). Orthomyxoviruses have in common a
                                                                lipid bi-layer envelope derived from the host’s cell membrane
                                                                and a segmented, negative-sense, RNA genome that requires
          Historical perspective                                a virus-encoded RNA-dependent RNA polymerase for replica-
          Avian influenza was first described in 1878 in Northern Italy as   tion (Fig. 1.1). In contrast to the majority of RNA viruses, IAV
          a high mortality disease affecting chickens, initially termed ‘fowl   transcribes and replicates in the nucleus of the cell (Martin and
          plague’ (Perroncito, 1878). Outbreaks of HPAI were subsequently   Helenius, 1991a; Holsinger et al., 1994). The genome of IAVs
          reported in 1894 and 1901 starting in Italy, quickly spreading to   contains eight RNA segments (McGeoch et al., 1976; Palese,
          Austria, Germany, Belgium and France. By 1901, as a result of the   1977), totalling approximately 14 kilobases, that encode between
          Brunswick Fowl Exposition, the HPAI virus reached every corner   12 to 16 viral proteins depending on the strain (Table 1.2 and
          of Germany (Perez et al., 2005; Perez and de Wit, 2016). In the   Fig. 1.1) (Lamb, 1989; Bouvier and Palese, 2008). Approxi-
          1920s,  HPAI activity was  also  reported in  North Africa,  Asia,   mately half of the total genome encodes for the three viral
          Middle East and the Americas and remained endemic in most   polymerase proteins  (Palese et al., 1977). Within the family
          of Europe until it disappeared around the mid 1930s. The first   Orthomyxoviridae, only IAVs are divided into subtypes. In 1980,
          outbreak of HPAI in the USA occurred in 1924–1925 and started   the World Health Organization established the nomenclature of
          in the live bird markets of New York and then spread to other   IAVs to contain the type of host (if different from human, lower
          bird markets in New Jersey and Pennsylvania. By 1925, the virus   case), the geographical region of origin, number of isolate or
          had spread to markets and farms in Connecticut, West Virginia,   laboratory code, and the year of isolation separated by forward
          Indiana, Illinois, Michigan and Missouri. The HPAI reappeared   slashes and followed by the HA and NA subtype combination
          in New Jersey in 1929 affecting few flocks. After it’s disappearance   in parentheses, described by letter and number, H1 to H16,
          in the 1930s, no outbreaks were recorded until 1959 (Lupiani and   and N1 to N9. Thus, a simple example could be the fifth IAV
          Reddy, 2009).                                         strain of the H7N3 subtype isolated from a chicken in Pakistan
            The terminology ‘highly pathogenic avian influenza’ (HPAI)   in 2017, which would be labelled A/chicken/Pakistan/5/2017
          was officially adopted in 1981 at the 1st International Sympo-  (H7N3). Of note, new IAVs were recently discovered in fruit
          sium on Avian Influenza to designate the highly virulent forms   bat species in Guatemala and Peru (Tong et al., 2012, 2013)
          of  influenza affecting  poultry,  replacing  the  term  ‘fowl  plague’   with haemagglutinin-like (HL) and neuraminidase-like (NL)
          that was used for almost a century (Bankowski, 1981). Although   surface  proteins,  which  constitute  new  subtypes,  HL17NL10
          the causative agent  was determined to be filtrable in 1901, it   and HL18NL11, respectively.
          was only in 1955 that the virus was classified as an influenza A   In common with other members in the family, IAVs are
          virus (Schäfer, 1955), two decades after both human and swine   pleomorphic particles of about 80–120 nm in diameter. IAVs
          influenza A viruses were identified (Shope, 1931; Smith et al.,   particles may adopt a spherical or filamentous shape, with the
          1933). Based on records of the last two centuries, outbreaks of   latter associated with higher infectivity and RNA content than
          highly pathogenic avian influenza (HPAI) have occurred inter-  the former (Kilbourne and Murphy, 1960; Roberts et al., 1998).
          mittently in all continents. Since 1959, more than 70 outbreaks   The combined effects of cellular factors and viral proteins mod-
          of avian influenza have been recorded, more than 50 of those in   ulate virus morphology (Höglund and Ciampor, 1975; Roberts
          the past two decades, resulting in the loss of approximately 120   and Compans, 1998; Roberts et al., 1998; Zhang et al., 2000; Liu
          million birds since 2013 (OIE, 2017). In recent years the most   et al.,  2002;  Bourmakina  and  García-Sastre,  2003;  Burleigh et
          affected areas have been Europe and Southeast Asia (OIE, 2017).   al., 2005; McCown and Pekosz, 2005; Peiris et al., 2009; Noda,
          The apparent increase in the number of reported outbreaks of   2011; Bialas et al., 2012, 2014; Roberts et al., 2013; Campbell et
          HPAI in the last two decades may be the result of a combination   al., 2014; Chlanda et al., 2015; Frensing et al., 2016). Filamen-
          of factors including more scrutinized AI monitoring and, perhaps   tous particles are predominant in clinical samples (Sieczkarski
          most importantly, the worldwide increase in the production of   and Whittaker, 2005). Spherical particles are more common
          commercial and non-commercial poultry under conditions that   in viruses grown in  in vitro culture systems (Kilbourne and
          do not necessarily prevent contact with feral birds and/or carriers   Murphy, 1960; Mitnaul et al., 1996; Liu et al., 2002; Burleigh et
          of AI. Table 1.1 summarizes the most impactful as well as most   al., 2005; Sieczkarski and Whittaker, 2005; Bruce  et  al., 2012;
          recent outbreaks of avian influenza.                  Badham and Rossman, 2016). Heat, extreme changes of pH,
                                                                non-isotonic conditions, and dryness can readily inactivate IAVs
                                                                (Perez et al., 2005). On the surface, IAV virions carry project-
          Infectious agent                                      ing glycoprotein spikes corresponding to the viral HA and NA
                                                                glycoproteins (Lamb, 1989) (Fig. 1.1). The HA and NA are pre-
          Classification, morphology, genome structure          sent as homotrimers and homotetramers, respectively. IAV also
          and organization                                      carry several copies of the transmembrane M2 protein inserted
          IAVs  belong  to  the  genus  Influenzavirus A  in  the  family   in the envelope. Under the lipid bi-layer and protecting the viral
          Orthomyxoviridae. This family of viruses includes six more   genome, there are multiple copies of the matrix 1 (M1) protein.
          genera:  Influenzavirus B (type B),  Influenzavirus C  (type C),   Each of the viral RNA (vRNA) segments contains 12 and 13
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