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Division of Pulmonary/Critical Care Medicine, The Burns and Allen Research Institute, Cedars-Sinai Medical Center, University of California Los Angeles School of Medicine, Los Angeles, California 90048
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ABSTRACT |
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The scalene has been reported to be an accessory inspiratory muscle in the hamster. We hypothesize that with the chronic loads and/or dynamic hyperinflation associated with emphysema (Emp), the scalene will be actively recruited, resulting in functional, cellular, and biochemical adaptations. Emp was induced in adult hamsters. Inspiratory electromyogram (EMG) activity was recorded from the medial scalene and costal diaphragm. Isometric contractile and fatigue properties were evaluated in vitro. Muscle fibers were classified histochemically and immunohistochemically. Individual fiber cross-sectional areas (CSA) and succinate dehydrogenase (SDH) activities were determined quantitatively. Myosin heavy chain (MHC) isoforms were identified by SDS-PAGE, and their proportions were determined by scanning densitometry. All Emp animals exhibited spontaneous scalene inspiratory EMG activity during quiet breathing, whereas the scalene muscles of controls (Ctl) were silent. There were no differences in contractile and fatigue properties of the scalene between Ctl and Emp. In Emp, the relative amount of MHC2A was 15% higher whereas that of MHC2X was 14% lower compared with Ctl. Similarly, the proportion of type IIa fibers increased significantly in Emp animals with a concomitant decrease in IIx fibers. CSA of type IIx fibers were significantly smaller in Emp compared with Ctl. SDH activities of all fiber types were significantly increased by 53 to 63% in Emp. We conclude that with Emp the actively recruited scalene exhibits primary-like inspiratory activity in the hamster. Adaptations of the scalene with Emp likely relate both to increased loads and to factors intrinsic to muscle architecture and chest mechanics.
respiratory muscles; electromyogram; fiber proportions; cross-sectional area and succinate dehydrogenase activity; myosin heavy chain phenotype
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INTRODUCTION |
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IN HUMANS, IT IS WELL ACCEPTED that the scalene muscle functions as a primary inspiratory muscle (4, 5, 9, 35, 44). By contrast, we have recently reported that in the hamster the scalene functions as an accessory inspiratory muscle (i.e., electrically silent with resting ventilation, but phasically recruited with inspiratory efforts after chemical or mechanical loading) (16). To date, the hamster model of elastase-induced emphysema (Emp) remains the most comprehensively documented animal model of chronic hyperinflation in which adaptations of the respiratory muscles, particularly the diaphragm, have been reported (12, 13, 22, 27, 40). We hypothesize that with the chronic respiratory loads and/or dynamic hyperinflation associated with the hamster model of Emp, the scalene will become actively recruited during resting ventilation in phase with the diaphragm and not merely recruited as a reserve system (i.e., subserve a primary-like inspiratory role; this term does not imply differences in the quantity of work between different respiratory muscles, fulfilling our definition). We postulate that, because of its mechanical action on the rib cage (i.e., rostral displacement of the sternum and ribs and increased anteroposterior diameter of the rib cage; Ref. 6), the scalene would compensate, in part, for the mechanical inefficiency of the diaphragm imposed by the chronic state of hyperinflation, despite adaptive changes in the diaphragm of these animals aimed at preserving its function (12, 13, 22, 27, 32, 40). This supposition is further strengthened by studies done in patients with chronic obstructive pulmonary disease (COPD), which have reported increased electromyogram (EMG) activity of the scalene (8) as well as increased firing frequencies of recruited parasternal and scalene motor units in patients with COPD compared with normal subjects (17). This is also in accordance with studies in which the contribution of rib cage and/or neck muscles to pressure generation during inspiratory efforts was increased in hyperinflated patients with COPD at rest or during exercise (29, 31), or reduced 3 mo after lung volume reduction surgery (24).
The aim of the present study was, therefore, to evaluate the effects of elastase-induced Emp in the hamster on the functional, cellular, and biochemical properties of the medial scalene muscle. Specifically, we evaluated the adaptations of the medial scalene with regard to 1) its recruitment profile during resting ventilation, 2) contractile and fatigue properties, 3) expression of myosin heavy chain (MHC) isoforms, 4) fiber type composition, 5) fiber size, and 6) fiber oxidative activity.
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METHODS |
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Experimental Paradigms
Evaluation of the lateral and anterior segments of the medial
scalene.
In the hamster, the scalenus medius represents the major component of
the scalene with >85% of the muscle mass (16). However, because the
medial scalene tendons originate from four different cervical levels,
this multitendon configuration at its origin makes it impossible to
assess the physiological properties of the whole intact medial scalene.
However, despite this anatomic configuration, advantage can be taken of
a natural division of the medial scalene into anterior (i.e., the
innermost or anteromedial portion) and lateral (i.e., the outermost or
lateral portion) segments made by a slip of the serratus at
approximately the middle portion of the medial scalene at the level of
the third rib (Fig. 1). Measurements of
contractile properties were performed to assess whether
any major differences between the two segments existed in the normal
hamster because use of the anterior segment for physiological studies
was more technically demanding with a greater risk of fiber injury with
dissection. The muscle fiber composition of the medial scalene was also
determined by using histochemical and immunohistochemical techniques.
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Effects of Emp on the medial scalene properties. In these experiments, the entire medial scalene was analyzed in histochemical, immunohistochemical, and biochemical studies, whereas the lateral segment of the medial scalene was used for physiological experiments.
Experimental Animals
Thirty-four adult male Golden Syrian hamsters were studied. Of these, 16 animals (age ~9 mo; body wt 196.5 ± 13.2 g) were studied to evaluate isometric contractile and fatigue properties of the lateral and anterior segments of the medial scalene, and the remaining 18 hamsters were studied to determine the influences of Emp on the scalene muscle. All animals were housed with controlled ambient temperature (21°C) and 12:12-h light-dark cycle. Food (Purina rodent chow) and water were provided ad libitum. For all procedures, general anesthesia was achieved by using ketamine HCl (200 mg/kg ip) and xylazine (10 mg/kg ip). Additional anesthesia (one-fourth of the initial dose) was given as required to maintain adequate anesthesia, although most procedures were of short duration. During procedures, rectal temperature was monitored (Sensortek) and maintained between 37 and 38°C with radiant heat. At the conclusion of terminal experiments, the animals were euthanized with an overdose of pentobarbital sodium. Approval for all studies was obtained from the Institutional Animal Care and Use Committee of the Cedars-Sinai Medical Center Burns and Allen Research Institute.Induction and Verification of Emp
Male hamsters (initial body wt 100 g; age 7-9 wk) were divided into two groups: control (Ctl; n = 9) and Emp (n = 9). Emp was induced under general anesthesia by the single intratracheal instillation of porcine pancreatic elastase (40 IU/100 g body wt in 0.3 ml of sterile normal saline; Sigma Chemical, St. Louis, MO). Ctl animals were given 0.3 ml of normal saline only via the intratracheal route. During the instillation of elastase or saline, the animals were held upright and angulated in various positions to facilitate and diffuse bilateral instillation of the administered solution. The animals were studied 1 yr later, at which time fully evolved Emp was expected. Emp was verified by measuring static pressure-volume relationships of the hamster lungs immediately after excision. Maximum lung volume was defined as the volume at 25 cmH2O pressure with air inflation (27, 37).EMG Studies
In the Emp and Ctl animals, a short midclavicular longitudinal skin incision was performed on the right side to expose the medial scalene at the lateral edges of the pectoralis profundis cranialis and rectus abdominis muscles. A pair of electrodes was implanted in the scalene at the level of the second intercostal space immediately rostral to a slip of the serratus ventralis thoracis, which is superficial to the lateral segment of the scalene (see Ref. 16 for details). This muscle slip is intercalated between the lateral and the anterior segment under which it originates on rib 3, thus creating a natural division into two medial scalene segments.A small incision through the abdominal musculature was made below the right costal margin to expose the abdominal surface of the diaphragm. A pair of electrodes was implanted in the midcostal region of the right hemidiaphragm.
Electrodes were made of fine fluorocarbon-insulated multistranded stainless steel wires (38 gauge; Cooner Wire) that had 1 mm of insulation removed near the tip. The electrodes for each pair were positioned ~3 mm apart within muscles. One additional wire acting as common ground was also implanted subcutaneously. Leads were connected to calibrated differential amplifiers (Dantec), and the signals were band-pass filtered between 10 Hz and 2 kHz, with a 60-Hz filter incorporated, and further amplified (Service Associate). The same calibration and amplification were used for all experiments. EMG signals were monitored on a storage oscilloscope (Gould), and selected episodes were saved and displayed on a plotter (Hewlett Packard).
EMG activities from the medial scalene and diaphragm muscles were obtained from anesthetized and tracheostomized hamsters in a supine position. Further tests were also made with animals in a prone position or lying on their side. Although differences in these recordings compared with those obtained in the supine position were not systematically studied, none was observed. Records of raw EMG activity of the medial scalene were compared with those of the costal diaphragm to characterize the inspiratory phase. However, no efforts were made to accurately determine differences and/or similarities in onset and offset times for their respective respiratory activities (i.e., relative to each other).
Isometric Contractile and Fatigue Properties
Anatomic dissection of the scalene. After a ventral midline skin incision from the low thoracic level to the neck and an incision along the left costal margin, the pectoral was resected laterally to expose the thoracic portion of the scalene. The clavicle was sectioned at the manubrium above the first rib and reflected laterally, exposing the remaining cervical portion of the scalene. Major blood vessels (brachial and jugular) were ligated, and the thoracic cavity was open by sectioning along the lateral edge of the sternum, along the caudal edge of rib 5, and along the axillary line. The section was extended to the neck along the lateroposterior aspect of the scalene. Rapidly, the atlas was cut and a midline section was made along the cervical vertebrae down to the sternum so that the scalene could be removed en bloc. The muscle was immediately transferred to a preparatory tissue bath containing a Krebs-Henseleit solution constantly aerated with 95% O2-5% CO2 and kept at room temperature. The scalene, including its tendinous attachments to transverse processes, and portions of ribs 1, 3, 4, and 5 (if applicable) were rapidly dissected from remaining tissue and pinned down with some stretch at its in situ length. The lateral and anterior segments of the medial scalene have origins from C2 to C3 and C4 to C5, respectively (with some overlap). Both segments were isolated with their insertion onto rib 4 intact. The small slip of scalene inserting onto rib 3 was peeled off (as well as that inserting onto rib 5 when present), and both segments making strips of ~3 mm wide were prepared for the measurement of their respective physiological properties (Fig. 1).
Physiological studies. The techniques used for determining physiological properties have been described in detail (26). Plastic clamps were attached to cervical tendons (C2 and C3 or C4 and C5) and rib 4, and the muscle segment was mounted vertically in a tissue bath containing the same aerated solution, but with d-tubocurare (12 µM/l), and kept at 20°C. The cervical clamp was attached to a calibrated force transducer (Grass FT10), and the rib clamp was secured to a micromanipulator (Kopf). Direct muscle stimulation (Grass S88) of constant current pulses (Mayo Engineering) of 1.5-ms duration using a fine-wire electrode (50 gauge, California Wire) was delivered. Muscle preload was incrementally adjusted until the optimal muscle length for maximum twitch force (Lo) was reached. Lo was measured at 0.1-mm accuracy. Stimulus intensity was set at 1.25 that for peak twitch force (Pt) response. During the experiment the stimulation paradigm was controlled by a computer program. Pt was measured from series of single pulses from which contraction time (CT; time to peak force) and one-half relaxation time (RT1/2; time for force to fall to half its peak value) were also determined. Force-frequency relationships were measured for stimulation frequencies from 5 to 100 pulses/s in trains of 1-s duration, and maximal tetanic force (Po) was determined. Forces were normalized for estimated physiological cross-sectional area (CSA) of the muscle sample by the following formula: CSA = muscle weight/(1.0564 × Lo), where 1.0564 g/cm3 is the muscle density. Muscle fatigue resistance was assessed by using a test in which stimuli are presented at 40 pulses/s in trains of 330-ms duration and repeated each second for a 2-min period (2). A fatigue index is measured as the ratio of the final force generated to the initial force.
Histochemical Procedures: Fiber-Type Proportions and CSA
The entire medial scalene was mounted and pinned on cork at approximately in vivo resting muscle length (including rib attachment), frozen in isopentane cooled to its melting point by liquid nitrogen, and stored at
70°C until analysis. Serial muscle cross
sections (10-µm thickness) were cut in a cryostat (Reichert-Jung
2800E) at
20°C. Sections were stained for myofibrillar
ATPase after acid preincubations (pH 4.25 and 4.5) (15) and after
alkaline preincubation after tissue fixation (18) with these
modifications. Muscle sections were fixed with 2% paraformaldehyde in
a 0.1 M cacodylate buffer (pH 7.4) for 2 min at room temperature.
Sections were rinsed with 0.18 M CaCl2 and then
preincubated for 12 min in 0.1 M 2'-amino 2'-methyl
1'-propanol buffer (pH 9.6) before standard incubation at pH 9.4. This modified step allowed the histochemical identification of muscle
fibers as types I, IIa, IIb, IIc, and IIx (15). Selected areas across
the entire section were digitized with an image-processing system
composed of a Leitz Laborlux S (Leica) microscope, charge-coupled
device video camera systems (Optronics model VI-470), high-resolution
monitor (Sony model 1343MD), 486 DX 50-MHz personal computer with a
Targa+ (Truevision) imaging board, and Mocha image analysis
software (v 1.2; Jandel). The imaging system was calibrated for density measurements by use of a set of neutral-density filters and for morphometry with a stage micrometer. Single muscle fibers were outlined, and optical densities for the entire fiber area were measured. The CSA of individual fibers was determined from the number
of pixels within outlined fiber boundaries.
Immunohistochemical Procedures
Anti-MHC monoclonal antibodies (38) were used for the indirect immunoperoxidase identification of MHC isoforms in the medial scalene. Serial muscle cryosections (10-µm thickness) matching the ATPase stains were dried at room temperature, fixed in cold acetone for 5 min, washed with PBS, and incubated in 20% horse serum for 15 min at room temperature. Sections were incubated for 1-2 h at room temperature in one the following antibodies (diluted in PBS): BA-D5 (1:10) reacting with MHC1(
/Slow); SC-71 (1:10) reacting with
MHC2A; BF-F3 (1:10) reacting with MHC2B; and
BF-35 (1:20) reacting with all MHCs except MHC2X. These
mouse antibodies (IgG1) were generously provided by Regeneron
Pharmaceuticals (Tarrytown, NY). A rabbit polyclonal antibody, MY-32
(1:400; Sigma Chemical), reacting with all fast MHCs, was also used to
confirm that presumptive type IIx fibers express a fast MHC isoform.
Sections were rinsed with PBS and exposed to peroxidase-conjugated
secondary antibody (1:200) for 30 min at room temperature. Control
sections were exposed only to secondary antibodies.
Sections were rinsed with PBS and exposed to ABC (Vector) reagent, and
visualization was obtained after diaminobenzidine reaction with nickel amplification.
Fiber SDH Activity
Fiber oxidative capacity was determined by quantifying the activity of succinate dehydrogenase (SDH; a key mitochondrial enzyme in the Krebs cycle) in individual muscle fibers. The methodology employed to quantitate SDH activity has been described in detail in previous reports (1). Briefly, in the histochemical reaction for SDH, the progressive reduction of nitro blue tetrazolium (NBT) to an insoluble colored compound (a diformazan) is used as a reaction indicator. The reduction of NBT is mediated by H+ ions released in the conversion of succinate to fumarate. In a series of 6-µm sections, the incubation medium contained a large quantity of succinate (60 mM), and thus the SDH reaction was not substrate limited. In other sections, succinate was absent from the incubation medium so that the reduction of NBT in these sections was nonspecific. These sections are referred to as tissue blanks.The concentration of NBT diformazan (NBT-dfz) deposited within a muscle
fiber was calculated by using the Beer-Lambert equation
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1), and L was the pathlength
(i.e., 6-µm section thickness) for light absorbance. The OD of muscle
fibers was determined by using a microdensitometric procedure
implemented on the computer-based image processing system. The video
image was then digitized (8-bit gray level resolution) into a matrix of
1,024 × 1,024 pixels (picture elements). The gray levels of the
video scanner were calibrated for photometry (OD units) by using a
series of neutral-density filters (0.004 to 2.00 OD units; Melles
Griot, Irvine, CA). We have previously demonstrated the linearity of
the SDH reaction over a period of at least 7-9 min (1). In
reactions where succinate was absent from the reaction medium, there
was measurable staining (i.e., reduction of NBT), but the OD did not
change significantly across the same time periods. The tissue blank OD
also corresponded to the OD measured at time zero in reactions
where succinate was present in the medium. Based on these data, we
justified the use of a single end-point measurement of OD, with a
reaction time of 5 min. From these end-point measurements, a rate of
SDH reaction was interpolated. Mean SDH activity of individual scalene
muscle fibers was determined by averaging the OD of all pixels within outlined muscle fibers. To correct for the nonspecific formation of
NBT-dfz, the tissue blank OD for each fiber was subtracted from the OD
measured when substrate was added to the incubation medium. From the
Beer-Lambert equation, the mean SDH activity of each fiber was
expressed as millimoles of fumarate per liter of tissue per
minute. Approximately 200-300 fibers were sampled across the
medial scalene from each specimen.
Electrophoretic Identification of MHC Isoforms
For the myofibril extraction, 10-mg muscle samples were homogenized by hand on ice in 20 vol of cold buffer (39). The homogenate was centrifuged at 4°C, the supernatant was discarded, and the pellet was resuspended. The final pellet was resuspended in 10 vol of the buffer. Myofibril content was determined by using a microbicinchoninic acid protein assay kit (Pierce) and was quantified by using an ELISA reader at 550 nm. Samples of purified myofibrils were diluted 1:8 in a denaturing sample buffer. Final myofibrillar protein concentration was ~0.125 µg/µl. Proteins were denatured in the same buffer by boiling samples for 2 min before loading. The MHC composition was determined by a SDS-PAGE technique with 8% separating gels (41). Each well was loaded with 0.7-0.9 µg of protein extract. Electrophoresis was performed with a Bio-Rad Mini-Protean II system for a duration of 25 h at constant 80 V with running buffers kept at 4-7°C.The gels were stained with silver nitrate (Bio-Rad Silver Stain Plus
kit). Dried stained gels with duplicate samples were scanned twice by
an Ultra-Violet Products Image Store 5000 system, and densitometric
measurements were performed with its Gel Documentation and Software
System. After background subtraction, the relative contribution of each
band within a gel was determined by the ratio of the total gray level
within the area of a specific band to that of the cumulative gray level
of all the bands present in a sample. The specificity of each band has
been demonstrated by immunoblotting identification after
electrophoretic transfer (15). This SDS-PAGE method allows the clear
separation of MHC isoforms from denatured myofibrils of adult hamster
skeletal muscle with the fastest migrating band corresponding to
MHC1(
/slow), followed in order by MHC2B,
MHC2X, and MHC2A. The densitometric analysis of
each identified MHC isoform was performed in duplicate on two samples
for each muscle, and the average relative content of each MHC isoform
was estimated. In some animals the diaphragm and tibialis anterior (TA)
were also analyzed for comparison and identification of all adult MHC
bands. The TA was used to demonstrate the presence of pure type
IIb fibers, which express MHC2B, because no pure type IIb
fibers were identified in the scalene. Therefore, the TA
results confirm reactivity of our MHC2B antibody with
hamster muscle and can be used to confirm the location of the
MHC2B band in the gel electrophoresis.
Statistical Analysis
For physiological, histochemical, immunohistochemical, and biochemical assays, one-way ANOVA test was used to determine differences between Ctl and Emp animals as well as between lateral and anterior scalene segments. For comparisons of force-frequencies relationships and fatigue resistance, an ANOVA with repeated measures was performed with post hoc analysis using the Newman-Keuls test. Differences were considered significant at the level of P < 0.05. Data reported are presented as means ± SE.| |
RESULTS |
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Experimental Protocol A: Evaluation of the Medial Scalene
Physiological properties of lateral and anterior segments.
The isometric contractile and fatigue resistance
characteristics of the lateral and anterior segments of the medial
scalene are depicted in Table 1. As
expected, the Lo of the lateral segment, with a
more rostral origin, was found to be 10.6% longer than that of the
anterior segment (P < 0.05). There were no differences in the
speed-related properties, CT and RT1/2, between the
anterior and lateral segments of the scalene. However, the
RT1/2 of the lateral segment was 16.4% shorter than that
of the anterior segment (P = 0.06). No significant differences
between the segments were observed with regard to the specific forces
generated by the scalene (i.e., Pt and Po;
Table 1). The force-frequency relationships of the two segments were
also similar. With repetitive stimulation, the tetanic forces generated
by both anterior and lateral segments decreased to intermediate levels
after 2 min (not shown). However, the fatigue resistance of the lateral
segment of the scalene, as measured by the fatigue index (Table 1), was
14.6% lower than that of its anterior segment (P < 0.01).
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Medial scalene histo- and immunohistochemistry.
Studies were performed on the whole medial scalene. Gross observation
of muscle sections clearly indicated a gradient in the distribution of
type I fibers decreasing from the anterior toward the lateral aspects
of the medial scalene (Fig. 2).
Myofibrillar ATPase stains allowed the identification of type I, IIa,
and IIx fibers, whereas type IIb fibers were virtually absent in the
medial scalene. In contrast, type IIb fibers were simultaneously
identified in large numbers in the tibialis anterior (Fig.
3). The total number of scalene fibers
analyzed varied from 1,062 to 1,249. In the medial scalene, type I
fibers accounted for 16.1 ± 2.7%, type IIa for 30.2 ± 1.7%, and
type IIx for 53.1 ± 1.4%. There were also 0.5 ± 0.2% of type IIc
fibers and only 0.1 ± 0.1% type IIb fibers. This muscle fiber
phenotype was confirmed by immunohistochemical analysis of MHC isoforms
expressed within the same fibers. However, hybrid fibers were also
occasionally identified. Coexpression of MHC1 and
MHC2A isoforms was observed in histochemically typed IIc
fibers, whereas some other histochemically typed IIx fibers coexpressed
MHC2A and MHC2X isoforms (e.g., Fig. 3) or
MHC2X and MHC2B isoforms (not shown).
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Experimental Protocol B: Effects of Emp on the Medial Scalene
Body weights and lung volumes. Final body weights were not different between the groups (Emp = 215.0 ± 7.1 g; Ctl = 212.1 ± 7.5 g). Maximum lung volume was significantly increased (182%) in Emp animals compared with Ctl (Emp = 18.6 ± 1.4 ml; Ctl = 10.2 ± 0.2 ml; P < 0.01). The pressure-volume curve was shifted up to the left in Emp animals.
EMG studies.
During resting ventilation, although no EMG activity was
evident in the medial scalene of Ctl animals (Fig.
4A), inspiratory EMG activity of
the scalene, in phase with the costal diaphragm activity, was
consistently documented in all nine Emp animals. The lowest medial
scalene EMG activity in an Emp animal is depicted in Fig. 4B,
and the highest EMG activity from another Emp animal is depicted in
Fig. 4C, thus providing a sense of the range of activities
recorded during quiet breathing. Thus primary-like inspiratory activity
of the medial scalene was evident in all the Emp animals. No
correlation was found between the amplitude of EMG activity of the
medial scalene during eupnea in Emp hamsters and the degree of lung
hyperinflation.
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Contractile and fatigue properties.
There was no significant impact of Emp on the
Lo of the scalene muscle. Furthermore, no
differences were observed between Emp and Ctl hamsters with regard to
twitch characteristics and Po of the scalene (Table
2). No differences in the force-frequency relationships were observed between the groups (Fig.
5). The fatigue resistance of the scalene
was not affected by the presence of Emp (Table 2).
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MHC phenotype.
MHC isoforms were identified by SDS-PAGE and determined from
the whole medial scalene (Fig. 6). In Emp
animals, there was a significant increase (15%) in the relative
proportion of MHC2A isoform (P < 0.05), with a
concomitant reduction (14%) in the proportion of MHC2X
isoform (P < 0.05) in the medial scalene, compared with Ctl
(Fig. 7).
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Fiber type proportions and fiber CSA.
The proportion of type IIa fibers in the medial scalene
significantly increased by 6% in Emp hamsters compared with Ctl
(P < 0.05; Fig.
8A). In addition, the proportion of
type IIx scalene fibers was significantly reduced by 9% with Emp
(P < 0.01; Fig. 8A). The CSA of type IIx scalene
fibers of the Emp hamsters was reduced by 23% compared with
Ctl animals (P < 0.05; Fig. 8B). A tendency
for type IIa fiber atrophy (12%; P = 0.2) was also evident. The combination of fiber atrophy and reduced
proportion of type IIx fibers resulted in a significant 13%
decrement in their relative contribution to total muscle area
(P < 0.01; Fig. 8C). In contrast, the
relative contribution of type IIa fibers to total muscle area
significantly increased by 8% (P < 0.05; Fig. 8C),
whereas there was a trend for a small 5% increase in the contribution
of type I fibers to total muscle area (P = 0.06; Fig.
8C).
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Fiber SDH activity.
The activity of SDH within individual types I, IIa, and IIx
fibers of the medial scalene significantly increased by 53, 63, and
54%, respectively, in the Emp group compared with Ctl animals (P < 0.05; Fig. 9).
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DISCUSSION |
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This study examined the functional, cellular, and biochemical impact of elastase-induced Emp on the medial scalene muscle in the hamster. With Emp, the medial scalene exhibited a primary-like inspiratory EMG activity during eupnea, compared with its accessory role in Ctl animals. Although Lo and isometric contractile properties of the scalene were unaffected by Emp, there was evidence of muscle fiber conversion from type IIx to IIa, with the same direction of change noted for MHC isoforms (i.e., increased proportion of MHC2A and decreased MHC2X). The CSA of type IIx scalene fibers of Emp animals was reduced, whereas the activity of SDH was significantly increased for all fiber types.
Functional Activity of the Medial Scalene
With the imposition of the Emp state, the function of the medial scalene changed from an accessory role (16) to one in which phasic recruitment was now evident during resting ventilation. Thus the muscle now exhibited a primary-like inspiratory function. We interpret this as a response to the chronic persistent loads imposed on the respiratory pump by Emp and/or the increased reliance placed on the chest wall and neck muscles. This increased scalene activation may be due to the mechanical inefficiency of the diaphragm in the presence of hyperinflation with Emp, despite diaphragm adaptations aimed at preserving its function (12, 22, 27). Similarly, increased reliance on scalene activity was observed with unilateral phrenicotomy in Ctl hamsters, as demonstrated by phasic recruitment during eupnea, thus compensating for partial inactivation of diaphragm function (16).Furthermore, in patients with COPD, inferences have been made of increased contribution of rib cage and/or neck muscles based on gastric and pleural pressure swings at rest or with exercise (29, 31). Gandevia and co-workers (17) provided more direct evidence of inspiratory rib cage and neck muscle recruitment in patients with COPD. Compared with control subjects, the discharge frequencies of single motor units in the scalene and parasternal muscles were significantly increased in patients with COPD, despite enhanced neural drive to the diaphragm, supporting the postulate that mechanical factors impairing diaphragm action place a greater demand on other inspiratory muscles (7). Furthermore, with improvement in diaphragm geometry and performance 3 mo after lung volume reduction surgery for Emp, data implying the reduced need for rib cage and neck muscle recruitment were reported (24).
In the present study, no correlation between the EMG amplitude and the degree of lung hyperinflation was observed. Although intuitively one might expect such a relationship between these variables, a number of technical factors potentially could have influenced the amplitudes of the EMG signals obtained in Emp animals (e.g., absolute distance between implanted EMG electrodes, precise location of implantation and variance in muscle size between animals, etc.). Every attempt was made to control for the above variables. Extreme care was exercised in the placement of EMG electrodes. Sampling of activity was from the same general area in all animals. This was deemed especially important in view of the gradient in the distribution of fibers noted from the anterior toward the lateral aspects of the medial scalene muscle. We previously extensively evaluated the specificity of our EMG signals (16). Specifically, we performed detailed experiments to rule out cross contamination from other rib cage muscles, including selective denervation of the medial and ventral portions of the scalene during provocative challenges shown to promote scalene muscle recruitment in Ctl hamsters (16). On the basis of our prior extensive validation studies, we are confident that the EMG signals in the present study are specific for recruitment of the medial scalene muscle in the Emp animals.
Scalene Muscle Adaptations with Emp
Lo and isometric contractile properties. In the present study, Lo of the lateral segment of the medial scalene was unaffected by Emp. This contrasts with a reduction in diaphragmatic Lo reported in Emp hamsters (i.e., length adaptation) (12, 22, 27). In the dog, it was reported that scalene muscle length measured sonomicrometrically at functional residual capacity corresponded to about 85% of Lo (11). With an increment in lung volume to total lung capacity, the scalene shortened only slightly (~5% compared with length at functional residual capacity). Although the anatomic and geometric configurations of the scalene differ between the dog and the hamster, and the precise degree of shortening in the hamster scalene may well have been greater, it is likely that range of shortening of the scalene in the hyperinflated Emp hamster provided an insufficient stimulus for length adaptation/remodeling (e.g., a reduction in the number of sarcomeres in series).
The contractile and fatigue properties of the scalene were similar between Emp and Ctl animals. This finding differs from changes noted in the diaphragm of Emp hamsters in which reduction in specific force has been reported in some studies (25, 27, 43) together with improved fatigue resistance (13, 25, 27). The contractile data observed in the scalene of Emp animals were not surprising given that the relative contribution of type I fibers to total area of the medial scalene increased by only ~5%. Furthermore, these data demonstrate the discordance between improved oxidative capacity of muscle fibers and fatigue resistance when tested at the whole muscle level (10). This also highlights the limitations and nonspecificity of various fatigue paradigms to assess fatigue resistance. The fatigue test employed in the present study was developed to evaluate mechanical and/or metabolic factors responsible for fatigue, while deemphasizing the influences of neuromuscular junction or axonal branch point failure (2).Fiber type and MHC phenotype. In the present study, an increased proportion of type IIa fibers were noted in the scalene of Emp animals with a concomitant decrease in the proportions of IIx fibers. Such a change is compatible with an "endurance training" effect in which fiber conversion from lower oxidative (IIb/x) to high-oxidative (type IIa) fibers has been described for both limb muscles (19-21) as well as the diaphragm (28). A similar direction of change was noted for MHC phenotype in the medial scalene of Emp animals. This type of directional change in MHC phenotype was previously reported in analyses of limb muscle biopsies after either endurance or resistive training (23). No alterations in the proportions of MHC1 isoforms or in the proportions of type I fibers were observed in these reports or in the present study, compared with experimental paradigms involving more stringent nonphysiological stimuli, e.g., chronic electrical stimulation (33). In the present study, the overall direction of change for both fiber types and MHC isoform proportions in the medial scalene reflects the increased neuromuscular activation (i.e., EMG activity) of the scalene with Emp. It is of interest to note that similar changes for both fiber-type proportions and MHC phenotype were also observed in the diaphragm of Emp animals compared with Ctl hamsters (unpublished observations).
Fiber size. Atrophy of type IIx fibers of the medial scalene was noted in Emp hamsters with a trend for reduced fiber size for other fiber types. By comparison, most studies evaluating diaphragm adaptations to Emp reported hypertrophy of fibers (22, 27, 42). Several postulates for fiber atrophy in the Emp scalene are of interest. First, the impact of endurance training on muscle fiber size has been variably reported in the literature (21) with some studies (e.g., 14) reporting no impact and others reporting atrophy of limb muscle fibers (3). With regard to the respiratory muscles, it is of interest to note that reduced diaphragm fiber CSA was reported in the rat after intense endurance running (34) and in the hamster after swimming (36). The observations of the present study may thus be compatible with an endurance training effect on the scalene muscle in Emp hamsters. Second, scalene fiber atrophy may relate to reduced activity and postural use of the muscle in Emp animals because of breathlessness. However, Mattson and Poole (30) recently reported activity levels in Ctl and Emp hamsters to be similar. This would tend to rule out reduced postural activity of the scalene as an important potential mechanism for fiber atrophy. In addition, if activity level had decreased, one would have expected a reduction in muscle fiber oxidative potential, not the increase observed in the present study. Lastly, with the transition from type IIx to IIa fibers in the Emp scalene, one would expect a matching reduction in fiber size. Whatever the mechanism(s), we speculate that atrophy may enhance the efficiency of muscle contraction by reducing distances for substrate diffusion.
SDH activity. Significant increments in oxidative capacity were observed for all fiber types of the medial scalene of Emp animals compared with Ctl. Similar changes were previously reported for the diaphragm of Emp hamsters (13, 25, 27). Furthermore, increased SDH activity and capillarity were reported for rat diaphragm fibers after endurance exercise training (34) or in hamsters with Emp (25, 27). The increments in oxidative capacity, mitochondrial proteins, and capillarity are well-established sequelae of endurance training (19, 20). Thus, in keeping with some of the other data discussed above, the increments in SDH activity in scalene fibers of Emp hamsters likely reflect adaptations associated with enhanced recruitment of the scalene muscle in the Emp state.
In summary, with the induction of Emp in the hamster, the functional activity of the scalene muscle changes from subserving solely an accessory role to functioning as a primary-like inspiratory muscle. The transition of fiber types and MHC isoform proportions (type IIx
type IIa; MHC2X
MHC2A),
reduction in the CSA of type IIx fibers, and increased activity of SDH
in all fibers of the medial scalene of Emp hamsters likely reflects
adaptations to enhanced phasic recruitment. However, differences
between the adaptations of the diaphragm and scalene muscles with
elastase-induced Emp suggest that, in addition to the load compensatory
factors described above, factors intrinsic to muscle anatomy, geometric configuration, architecture, and chest mechanics play important roles
in the plasticity of respiratory muscles.
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ACKNOWLEDGEMENTS |
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We are grateful to Ling Tang, Nancy Chun Wu, and Xiaoyu Da for technical assistance.
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FOOTNOTES |
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This research was supported by funds from California Tobacco-Related Disease Research Program Grants 1KT-0122 and 2RT-0256 and National Heart, Lung, and Blood Institute Grant HL-47537.
The costs of publication of this article were defrayed in part by the payment of page charges. The article must therefore be hereby marked "advertisement" in accordance with 18 U.S.C. §1734 solely to indicate this fact.
Address for reprint requests and other correspondence: M. Fournier, Cedars-Sinai Medical Center, 8700 Beverly Blvd., Rm. 6732, Los Angeles, CA 90048 (E-mail: mario.fournier{at}cshs.org).
Received 29 June 1999; accepted in final form 30 November 1999.
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