Published online before print
January 13, 2003, 10.1101/gr.214102
Vol. 12, Issue 2, 232-243, February 2002
Combining Mouse Congenic Strains and Microarray Gene Expression Analyses to Study a Complex Trait: The NOD Model of Type 1 Diabetes
Iain A.
Eaves,1
Linda S.
Wicker,2,5
Ghassan
Ghandour,3
Paul A.
Lyons,1
Laurence B.
Peterson,4
John A.
Todd,1,6 and
Richard J.
Glynne3
1 Juvenile Diabetes Research Foundation/ Wellcome Trust
(JDRF/WT) Diabetes and Inflammation Laboratory, Cambridge Institute for
Medical Research, University of Cambridge, Wellcome Trust/Medical
Research Council (MRC) Building, Addenbrooke's Hospital, Cambridge,
CB2 2XY, UK; 2 Department of Immunology and Rheumatology,
Merck Research Laboratories, Rahway, New Jersey 07065, USA;
3 Eos Biotechnology, Inc., South San Francisco, California
94080, USA; 4 Department of Pharmacology, Merck Research
Laboratories, Rahway, New Jersey 07065, USA
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ABSTRACT |
Combining congenic mapping with microarray expression profiling
offers an opportunity to establish functional links between genotype
and phenotype for complex traits such as type 1 diabetes (T1D). We used
high-density oligonucleotide arrays to measure the relative expression
levels of >39,000 genes and ESTs in the NOD mouse (a murine model of
T1D and other autoimmune conditions), four NOD-derived
diabetes-resistant congenic strains, and two nondiabetic control
strains. We developed a simple, yet general, method for measuring
differential expression that provides an objective assessment of
significance and used it to identify >400 gene expression differences
and eight new candidates for the Idd9.1 locus. We also
discovered a potential early biomarker for autoimmune hemolytic anemia
that is based on different levels of erythrocyte-specific transcripts
in the spleen. Overall, however, our results suggest that the dramatic
disease protection conferred by six Idd loci (Idd3,
Idd5.1, Idd5.2, Idd9.1, Idd9.2, and
Idd9.3) cannot be rationalized in terms of global effects on
the noninduced immune system. They also illustrate the degree to which
regulatory systems appear to be robust to genetic variation. These
observations have important implications for the design of future
microarray-based studies in T1D and, more generally, for studies that
aim to combine genome-wide expression profiling and congenic mapping.
[The supplemental research data accompanying this
article are available through the authors' web site
(http://www-gene.cimr.cam.ac.uk/todd/), and the array data have been
submitted to the GEO data repository (http://www.ncbi.nlm.nih.gov/geo/)
under accession no. GSE11]
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INTRODUCTION |
The nonobese diabetic (NOD) mouse is the principle
animal model of type 1 diabetes (T1D; Atkinson and Leiter 1999 ), an
autoimmune disorder that results from the T cell-mediated destruction
of the insulin-producing cells in the pancreas (Pipeleers and Ling 1992 ). Like most common diseases with a substantial impact on public
health, T1D is thought to result from a complex interplay of multiple
genetic and environmental factors (Todd 1999 ). To date, genetic
analysis has provided evidence for >20 murine diabetogenic loci (Lyons
and Wicker 2000 ; Rogner et al. 2001 ), and at least this number probably
exists in humans (Concannon et al. 1998 ; Mein et al. 1998 ). Whilst the
identity of the genes involved may not be the same in the two species,
it is expected that key physiological pathways involved in the
pathogenesis of T1D will be conserved between mice and humans (Risch et
al. 1993 ; Vyse and Todd 1996 ). Consequently, it is hoped that
identification of the genes and pathways involved in murine T1D will
shed light on the human condition.
Congenic mapping has been used to confirm the existence of and to fine
map several murine T1D susceptibility loci (Lyons and Wicker 2000 ), and
one locus, Idd3, has already been localized to an interval of
<0.15 cM on mouse chromosome 3 (Lyons et al. 2000a ). Nonetheless,
outside the major genetic determinant, Idd1, which colocalizes
with the major histocompatability class II genes on mouse chromosome
17, the identities of these putative Idd loci and the pathways
in which they act remain unknown. Recent advances in technology mean
that traditional genetic mapping techniques can now be complemented by
high-throughput methods for studying gene function and regulation.
High-density arrays of synthetic oligonucleotides (Lipshutz et al.
1999 ), or cDNAs (Schena et al. 1995 ), allow gene expression monitoring
on a genome-wide scale and offer an opportunity to establish functional
links between genotype and phenotype for complex diseases like T1D.
Consequently, they are expected to aid in the identification of novel
susceptibility genes and biochemical pathways not previously known to
be involved in disease etiology.
Microarray analysis has already been used to generate genome-wide
expression profiles of certain yeast mutants (DeRisi et al. 1997 ; Zhu
et al. 2000 ) and, in mice, it has helped characterize several
transgenic lines at the molecular level (Callow et al. 2000 ; Aronow et
al. 2001 ). It has also been used in combination with traditional
quantitative trait locus (QTL) mapping techniques to successfully
identify complement factor 5 (C5) as a susceptibility locus in
a murine model of allergic asthma (Karp et al. 2000 ). A strategy that
combines congenic mapping with microarray expression profiling promises
to offer both these possibilities. Gene identification, a slow and
laborious process, may be speeded up as in the case of C5 and
asthma. However, in addition, this approach offers the opportunity to
explore the functional consequences of a defined (but not completely
characterized) genetic difference at the molecular level before the
identity of the disease susceptibility locus itself is known.
To date, only one study has combined a congenic strain strategy with
microarray expression analysis (Aitman et al. 1999 ). Aitman and
colleagues studied the spontaneously hypertensive (SHR) rat, a model
for human insulin-resistance, type 2 diabetes, obesity, hyperlipidemia,
and essential hypertension. Congenic mapping had placed a QTL affecting
glucose and fatty acid metabolism in a 36-cM interval of rat chromosome
4, but the causative gene(s) had not been identified. cDNA microarrays
were used to compare gene expression in adipose tissue from the
control, SHR, and congenic strains. Three clones encoding rat
Cd36, a gene known to map to regions of mouse and human
chromosomes syntenic to rat chromosome 4, showed reduced hybridization
signals for SHR compared with those from the control and congenic
strains. Therefore, Cd36 was pursued as a candidate for the
QTL, and SHR was shown to have a functional deficiency of this fatty
acid transporter and receptor in fat and heart. Sequencing revealed
that the SHR Cd36 cDNA contains multiple variants caused by
unequal genomic recombination of a duplicated ancestral section. The
apparently diminished expression of Cd36 in SHR rats was
traced to a genomic deletion within the 3'-UTR, the only region
represented on the array.
Cd36 may represent an exceptional case, in which a physical
deletion directly affected the expression level reported by the array.
However, it seems likely that a similar approach will prove successful
in identifying genes, the true expression of which is affected either
directly, or indirectly, by defined genetic differences between parent
and congenic strains. Here, we report the first application of
polymorphic expression profiling to study T1D in the NOD mouse. We also
present a simple, yet general framework for measuring differential gene
expression that provides an objective assessment of significance rather
than relying on ad hoc thresholds.
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RESULTS |
Experimental Outline
One of the first steps in designing a microarray expression study is
identifying the most appropriate cell type or tissue to profile. This
step is relatively straightforward when there is a clear target as in
the case of cancer; however, it becomes less clear for other conditions
such as inflammatory and autoimmune diseases. In these cases, multiple
cell types may play a direct role in the pathologic process, and the
action of a given susceptibility locus may be restricted to only one of
them. Hence, a decision must be made about whether to cast the initial
net wide, or restrict analysis to a well-defined population of cells.
Here, we have adopted the former approach as the cell type(s) most
relevant to the action of the different Idd loci are unknown.
Owing to the importance of T cells in the development of T1D, we
decided to target two organs, the spleen and the thymus. We profiled
gene expression in thymi from 4-week-old female mice and spleens from 3-month-old female mice. Four weeks is a key time point in the development of diabetes in the NOD mouse, marking a point at which the
infiltration of the pancreatic islets by mononuclear cells has begun
(Dahlen et al. 1998 ). At 3 months, the mice are adult with fully
developed immune systems, and the pathogenic process has been triggered
in most NOD mice by this point. However, very few will have progressed
to develop overt diabetes (Wicker et al. 1995 ). For each tissue, we
profiled seven strains, NOD itself, four NOD-derived diabetes-resistant
congenic strains, and two B10-derived nondiabetic control strains
(Table 1; Fig. 1).

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Figure 1
Genetic characterization of the congenic strains used. (Black lines)
NOD genome; (red regions) location of the B10- or B6-derived congenic
segments (with the exception of the B10.Idd3 strain for which
the congenic interval is NOD-derived and hence represented by a black
line). (Blue text) Key microsatellites that define the boundaries of
the congenic segments and/or the location of the Idd loci;
(red vertical bars) position of each Idd locus. The locations
of known candidate genes are shown. Because of space constraints, the
candidates Cflar, Casp8, Cd28, and
Cd152 (Ctla4), which map to the Idd5.1
locus, and Cd137, which maps to the Idd9.3 locus, are
not shown. All distances are given in centimorgans.
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For each of the 14 strain-tissue combinations (7 strains × 2 tissues), we performed two independent replicate experiments, making
the total number of hybridizations performed 28. In each case, an RNA
population from a pool of two or three organs was generated to minimize
the chances of within strain variation masking genuine variation
between the strains. In addition, we processed samples within each
replicate group in parallel to minimize experimental sources of
variation (see Methods). To identify genes whose level of expression
was influenced by a particular Idd locus/loci, we classified
each of the five NOD strains according to the presence/absence of the
NOD susceptibility allele(s) (Table 2).
This scheme had two advantages over pairing each congenic strain
separately with the NOD reference. First, the effective increase in
sample size increased the power of our analysis, enabling us to detect
much smaller changes in expression level than would otherwise have been
possible. Second, it allowed us to assess the variability associated
with a given observed change in gene expression. This feature was
critical for establishing which genes were most likely to be genuinely
differentially expressed, especially given the increase in variability
associated with low intensity probe sets (Fig.
2). To control for the action of secondary
nuisance loci in our analysis, for example, an effect of the
Idd9 locus in a comparison aimed at identifying genes for
which expression was influenced by the Idd3 locus, genes for
which expression was affected by one locus were excluded from
comparisons involving the other loci.

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Figure 2
Relationship between mean log10(AI) and mean variance
log10(AI) for the five NOD-derived strains (NOD,
Idd3, Idd5, Idd3/5, Idd9). Probe
sets were ordered according to their mean log10(AI) value
across the five strains and assigned to successive, nonoverlapping bins
of 500 probe sets. Variance across the five strains was calculated for
each probe set independently, and the mean for each bin is plotted
against the mean log10(AI) for that bin. As only a small
proportion of genes were expected to be genuinely differentially
expressed between the strains, the resulting pattern was anticipated to
be representative of the underlying relationship between variance and
log10(AI). The data shown are representative of both
replicate experiments.
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Measuring Differential Expression
We devised a modified t statistic to assess differential
gene expression. In particular, we exploited the inherent parallel nature of microarray experiments to obtain more robust estimates of the
within-group variances. That is, variances were estimated as a weighted
average of the observed variance for a particular probe set and a mean
local variance, estimated from probe sets with similar normalized
hybridization intensities. This step acted to stabilize the variance
estimates associated with individual genes, which were expected to be
poor because of the small number of samples within each group (Fig.
3). Whilst this calculation provided a
robust and objective measure of differential expression, it was not
clear how much confidence should be placed in a given magnitude of
t representing a genuine difference in gene expression. Previously, Callow et al. (2000) described a procedure whereby a
permutation distribution of a t statistic could be generated through random assignment of each sample to the control and treatment groups. However, this method is restricted to highly replicated experiments and was not applicable here owing to the composition of the
control group. Instead, we utilized the fact that we had carried out
our entire experiment in duplicate to identify a control set of
transcripts for each comparison. Those transcripts that appeared to be
up-regulated in one experiment and down-regulated in the other were
expected to have t values that were distributed independently
of any genuine changes due to the congenic interval in question. We
exploited this fact to set thresholds such that only a given number of
genes were expected to exceed them by chance alone. An array-wide
significance level of P 0.05 (i.e., a type 1 error rate
equivalent to 1 false positive for every 20 array-wide comparisons) was
considered too stringent for the purposes of the present study, as it
was expected to lead to the exclusion of genes that warranted further
investigation. Consequently, thresholds were set such that only one of
the ~20,000 transcripts deemed to be expressed was expected to exceed
them by chance (Fig. 3). These changes were deemed suggestive. Gene
expression differences that were likely to be the direct result of
polymorphisms acting in cis, that is, primary changes, could
then be identified through studying their chromosome locations and by
comparing the expression levels in the relevant congenic and
nondiabetic B10-derived strains. Finally, it is important to note that,
as we have studied two complex tissues, any expression difference might
reflect two distinct scenarios. First, it might be the result of a
change in expression level in a particular constituent cell
population(s). Second it might be due to a change in the relative
abundance of a certain cell population(s). In either case, the observed
quantitative differences will reflect an underlying functional difference.

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Figure 3
Joint distribution of t across the two independent replicate
experiments for a comparison between NOD-derived strains carrying the
Idd3 resistance allele (Idd3 and Idd3/5) and
those carrying the susceptible allele (NOD, Idd5, and
Idd9). (Top and bottom) Distributions before
and after incorporation of the local variance estimates. Positive and
negative values of t indicate stronger and weaker mean
hybridization signals in the Idd3-Idd3/5 group
compared with the control group, respectively. The vertical and
horizontal lines are set such that only 1 gene of the ~20,000 deemed
to be expressed would be expected to fall in either the upper right or
lower left quadrangles of the stabilized plots by chance. Eight probe
sets met these criteria and were deemed to show suggestive evidence for
a difference in expression level.
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Summary of Gene Expression Changes
Idd3 and Idd5
Only eight probe sets were differentially expressed between strains
carrying NOD- and B6-derived Idd3 alleles (Table
3). The changes were modest (19%-66%),
none of the genes were known to map to the 0.35-cM Idd3
congenic interval, and collectively they did not implicate a pathway
involved in Idd3-mediated disease protection/susceptibility
(supplemental Table 1 [http://www-gene.cimr.cam.ac.uk/todd/]). Similarly, none of the genes whose expression was influenced by the
Idd5 congenic interval were known to map to the relevant
~40-cM segment of mouse chromosome 1 (supplemental Table 2A,B
[http://www-gene.cimr.cam.ac.uk/todd/]). However, in the spleen, we
observed a striking imbalance between the number of transcripts that
appeared more/less abundant in congenic animals homozygous for the
B10-derived Idd5 interval (38 up-regulated vs. 1 down-regulated). This pattern was replicated in a comparison between
the Idd3+5 double congenic strain and its control
group (30 up-regulated vs. 1 down-regulated; Table 3 and supplemental
Table 3A [http://www-gene.cimr.cam.ac.uk/todd/]). In each case, this
pattern could be explained, at least in part, by an increase in the
level of multiple erythrocyte-specific mRNAs in the spleens of these
strains (Fig. 4A). Interestingly, the majority of these transcripts were also more abundant in the
NOD-related animals as a whole when compared with the
B10.H2g7 Idd3 strain (the
B10.H2g7 strain was not available for comparison
[see Methods]).
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Table 3.
Summary of Suggestive Changes in Gene Expression Identified in
Comparisons between the Strain Groups Shown in
Table 2
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Figure 4
Relative expression across six strains for (A) all
erythrocyte-specific genes and (B) all pancreas-specific genes
exhibiting a suggestive difference in expression in at least 1 of the
11 comparisons performed. Expression levels were averaged across the
two replicate experiments and converted to false color by use of the
software TreeView (http://rana.lbl.gov/EisenSoftware.htm). (Red)
Increase and (green) decrease in expression level relative to the
median value for the six strains. Full details of all expression
differences are given in the supplementary material.
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In the comparison involving the Idd3+5 strain we
identified two genes, chemokine (C-X-C) receptor 4 (Cmkar4)
and serine/threonine kinase 25 (Stk25), that were expressed at
a higher level in the thymus (four- to fivefold) as well as the spleen
(two- to threefold). Moreover, gene expression was similarly elevated
in the spleens and thymi of the B10.H2g7
Idd3 mice. Both Cmkar4 and Stk25 were known
to map to part of mouse chromosome 1 contained within the
Idd5R8 congenic interval but distal of the lower boundary of
the introgressed segment in the single Idd5R444 strain (Fig.
1). As the expression profiles for these two genes correlated with the
presence/absence of the NOD allele, we considered that
cis-acting polymorphisms were the most likely explanation for
these observations (Table 4).
A further 46 transcripts were identified as being present at a higher
level in the thymi of Idd3+5 mice, none of which were known to map to either of the congenic intervals in question
(supplemental Table 3B [http://www-gene.cimr.cam.ac.uk/todd/]).
Forty-four of these were also more abundant in the set 1 thymus sample
of the B10.H2g7 Idd3 strain compared with
the set 1 B10.H2g7 sample. This pattern was not
replicated among the second set of samples, suggesting that some
contaminant neighboring tissue(s) could have been responsible for these
additional differences (data not shown).
Idd9
In the spleens of Idd9 mice, nine probe sets exhibited
higher and nine probe sets exhibited lower hybridization intensities compared with the NOD control group (supplemental Table 4A
[http://www-gene.cimr.cam.ac.uk/todd/]). Three of these probe sets
were assigned to the same UniGene cluster, rhesus blood group-like
(Rhl1), a gene known to map within the Idd9R28
congenic interval. All three registered lower expression levels for
Rhl1 in Idd9 and B10.H2g7
Idd3 spleens relative to NOD. Four other genes were also known to map to this region of mouse chromosome 4 (Table 4). All four were
expressed at lower levels in both the spleen and thymus of the
Idd9 strain, and all but one exhibited lower levels in the B10-derived strains. It is possible that the expression of this last
gene, lysosomal-associated protein 5 (Laptm5), is
determined at least in part by the presence of specific NOD or B10
alleles at other loci explaining the observed difference in expression level between the Idd9 and B10-derived strains. In the thymus, a total of 18 genes passed criteria that were modified following visual
inspection of the data (supplemental Table 4B and supplemental Fig. 1 [http://www-gene.cimr.cam.ac.uk/todd/]). Of these, six were
consistent with being the result of cis-acting polymorphisms, including three that had been previously identified in the spleen (Table 4).
Diabetes resistant/susceptible
All five of the NOD-derived congenic strains had been developed
because they were, to varying degrees, resistant to developing diabetes
in comparison with the parental NOD strain. To discover whether this
shared difference had any common basis at the level of gene expression,
we compared the expression profiles for these two sets of animals. A
total of seven genes exhibited suggestive evidence for a difference in
expression between the two groups, including the Thy1 antigen (CD90;
supplemental Table 5 [http://www-gene.cimr.cam.ac.uk/todd/]).
B10 versus NOD
In addition to searching for genes that might be differentially
expressed between the congenic strains and the parental NOD strain, we
decided to compare mRNA levels of the NOD-like strains as a whole with
those of the nondiabetic B10-like animals. This comparison gave us the
opportunity to identify genes whose expression was affected by loci
other than those represented in the panel of congenics. Unfortunately,
we were only able to perform this comparison in the spleen as
appropriate replicate samples were not available for the B10 thymus
group (see Methods).
As expected, we identified more changes in gene expression (295) than
in the other comparisons (supplemental Table 6 [http://www-gene.cimr.cam.ac.uk/todd/]), including two, Ly6c
and Fcgr2b, that had previously been shown to be defectively
expressed in the lymphocyte compartment of the NOD mouse (Philbrick et
al. 1990 ; Luan et al. 1996 ; Pritchard et al. 2000 ). The most striking
finding, however, was the increase in the level of a large number of
red cell-specific transcripts in the spleens of the NOD-like strains
(Fig. 4A). As discussed below, this observation may be explained by an
increase in the number of erythrocyte precursors in the splenic red
pulp of these mice. Surprisingly, we also observed differences in
the levels of a number of transcripts characteristic of exocrine
pancreatic tissue. In particular, expression of these genes was
consistently higher in all the NOD-like strains relative to
the B10.H2g7 Idd3 strain in both
independent replicate sets (Fig. 4B).
Of the remaining 246 probe sets, 21 were known to represent genes that
colocalized with published Idd loci other than those represented in our panel of congenic strains (Table
5). One of these, small inducible cytokine
A5 (Scya5 or RANTES), was of particular interest.
Scya5 was a strong functional candidate for the Idd4 locus on mouse chromosome 11 (Todd et al. 1991 ; Gill et al. 1995 ; McAleer et al. 1995 ). Moreover, preliminary reports suggested that a
variant that correlated with differential expression of the human gene
was associated with a number of autoimmune conditions (Fryer et al.
2000 ; Makki et al. 2000 ; Nickel et al. 2000 ). Hence, we attempted to
replicate our finding using an established, alternative platform.
Analysis by RT-PCR TaqMan revealed that Scya5 expression was
~1.5-fold higher in the spleens of B10-derived mice compared with
NOD-derived strains, replicating the hybridization pattern observed
with the oligonucleotide arrays (data not shown).
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Table 5.
Identities of the 21 Probes Sets Representing Genes that Were
Differentially Expressed between the NOD and B10 Strain Groups and Were
Known to Co-localize with Published Idd Loci Other than
Idd3, Idd5,
and Idd9
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DISCUSSION |
We combined a congenic strain strategy with microarray gene
expression profiling to gain insight into the identity and action of
six murine T1D susceptibility loci, Idd3, Idd5.1,
Idd5.2, Idd9.1, Idd9.2, and Idd9.3.
To this end, we compared the expression profiles of NOD mice, four
NOD-derived congenic strains, and two nondiabetic control strains in
two major T cell compartments, the spleen and thymus. Each congenic
strain was homozygous for a B6/B10-derived resistance allele at one or
more of the three Idd loci, and all were markedly protected
from developing diabetes compared with the parent NOD strain (50% to
>95% reduction).
We developed a simple, yet general framework for measuring differential
gene expression that provides an objective assessment of significance
rather than relying on ad hoc thresholds. Our approach was identical in
spirit with the regularized t-test presented recently by Baldi
and Long (2001) in that it exploits the inherently parallel nature of
microarray studies to provide a more robust measure of differential
expression in experiments with a low number of replicates. However, we
evaluated significance empirically. We used independent replicate
comparisons to identify a set of control transcripts that are expected
to behave independently of the treatment being examined. This process
allowed thresholds to be set such that only a given number of genes
would be expected to exceed them by chance alone.
Using this approach, we identified a total of 472 suggestive changes in
gene expression in 11 separate comparisons. This number compares with
13 control probe sets that passed the same thresholds, suggesting that
the false-positive rate was very close to the desired value of one per
array-wide comparison. Our analysis revealed two particularly
unexpected findings. The first involved strain-specific differences in
the level of certain erythrocyte-specific transcripts in the spleen.
Levels were low (or absent) in B10.H2g7
Idd3 mice compared with NOD, Idd3, and Idd9
mice, and higher levels still were observed for the two NOD congenic
strains homozygous for the B10 diabetes resistance alleles at the
Idd5.1 and Idd5.2 loci. It is known that aged (>200
days old) NOD mice can spontaneously develop Coombs'-positive
hemolytic anemia (HA), a B cell-mediated organ-specific disease (Baxter
and Mandel 1991 ). The reduced hematocrit (blood hemoglobin
concentration) in HA represents a strong stimulus to murine splenic
erythropoiesis (Pantel et al. 1990 ) and could account for the increase
in the level of erythrocyte-specific transcripts observed in the
spleens of the NOD-like strains. Previously, Baxter and Mandel (1991)
were not able to detect signs of HA using the Coombs test in NOD mice
as young as those studied here (~90 days old). However, it is
possible that we have been able to detect the effects of hemolysis at a
much earlier stage by profiling gene expression in the spleens of these
animals. These results could lead to the development of a biomarker for
the prediction of HA. Alternatively, our data may reflect the
accumulation of post-transcriptional erythrocytes in the spleens of NOD
mice. Regardless, our results suggest that a locus controlling this phenotype maps within the Idd5R444 congenic interval on mouse chromosome 1. Jordan et al. (2000) recently reported two genomic regions linked to Mycobacterium bovis induced HA in a
NOD/BALB/c cross, one on chromosome 17 (Bah1) and one on
chromosome 16 (Bah2). They also reported suggestive evidence
for linkage on chromosome 1; however, this region was 20-40 cM distal
of the lower boundary of the Idd5R444 interval. Moreover, it
was the NOD allele that contributed susceptibility in this case.
The second unexpected example of a cluster of functionally related
genes with lower expression in the spleens of B10 mice is a group
encoding enzymes characteristic of the exocrine pancreas. Although the
pancreas is anatomically close to the spleen it is highly unlikely that
the NOD-like samples could have been contaminated with pancreatic
tissue. Moreover, random carryover of pancreatic material would be
strain independent and result in different preparations being
contaminated to different degrees. In contrast, we observed similar,
high transcript levels in all five NOD-derived animals across two
completely independent replicate experiments. It is interesting to
speculate that certain islet-specific transcripts might also be
expressed in the NOD spleen where they might be involved in priming an
antigen-specific immune response. However, as exocrine pancreatic
enzymes are expressed at levels that are higher than those for almost
any other genes in any organ (R.J. Glynne, unpubl.), a more
sensitive technology would likely be required to detect signature
islet-specific transcripts in the spleens of NOD mice.
Our decision to profile two complex tissues meant that any measurements
necessarily represented the average of many different cell types.
Consequently, we may have missed meaningful gene expression differences
that were specific to certain cell populations, or masked by natural
biological variation unrelated to the pathogenic process. Nonetheless,
we detected the previously reported differences in the expression of
Ly6c (Philbrick et al. 1990 ) and Fcgr2b (Luan et al.
1996 ; Pritchard et al. 2000 ) between NOD and B10-derived strains. We
also observed a difference in the expression of the chemokine
Scya5 (RANTES) between these two strain groups. Scya5 maps to the Idd4 locus and is a persuasive candidate gene as
it is known to act on T cells with a number of important consequences, including costimulation of cytokine release and T cell proliferation (Ward and Westwick 1998 ). Idd4 colocalizes with eae7
(Butterfield et al. 1998 ), a QTL in the principal animal model of
multiple sclerosis, experimental allergic encephalomyelitis (EAE). The cDNA of Scya5 has previously been screened for polymorphisms
as part of a study to identify the etiological variant(s) at
eae7 (Teuscher et al. 1999 ). No coding polymorphisms were
detected between B10.S/DvTe and SJL/J mice, however, a potentially
polymorphic poly[d(C-A)] stretch is known to exist at position 800
to 763 (Danoff et al. 1994 ). A similar stretch is found 5' of the
structural gene for the chemokine MIP-1 and has been postulated to
have enhancer-like activity (Widmer et al. 1991 ). Preliminary data suggest that a functional polymorphism in the promoter of the human
gene is associated with atopic dermatitis (Nickel et al. 2000 ), asthma
(Fryer et al. 2000 ), polymyalgia rheumatica, and rheumatoid arthritis
(Makki et al. 2000 ). In each case, the susceptibility allele is
associated with significantly higher constitutive expression of
Scya5 in vitro (Nickel et al. 2000 ). This finding is
consistent with the increased expression of Scya5 seen in a
wide range of inflammatory disorders and pathologies (Appay and
Rowland-Jones 2001 ; Gerard and Barrett 2001 ), including pancreatic
infiltrates that promote rapid destruction of the insulin producing
-cells in the NOD mouse (Bradley et al. 1999 ). Interestingly, our
results suggest that Scya5 mRNA levels are actually lower in
the spleens of NOD mice compared with the nondiabetic B10 strain.
Further work will be required to show whether this difference is caused by allelic variation within the gene itself and, if so, whether this is
the basis for the Idd4 locus.
Whilst the differential expression of Scya5 represents an
interesting lead in the hunt for Idd4, our results suggest
that more targeted experiments will be required to identify the genes and pathways involved in Idd3-, Idd5-, and
Idd9-mediated T1D susceptibility/protection. We identified a
striking increase in the expression of the functional candidate gene
Cmkar4 in Idd3+5 and B10-like mice in both
the spleen and thymus, consistent with a functional polymorphism(s) in
Cmkar4 itself. However, the gene has previously been excluded as a candidate for the Idd5.1 and Idd5.2 loci (Hill
et al. 2000 ). In contrast, the true disease variants appear to affect
gene expression in a more subtle, or at least transitory way. For
example, despite conferring a 70% reduction in disease risk, only
seven genes met the criteria for a suggestive difference in expression
between strains carrying the NOD Idd3 susceptibility allele
and those carrying the B6 resistance allele. There were no obvious
functional candidates amongst these genes and no evidence for a
particular pathway being disturbed. We did, however, identify eight
genes in the Idd9 interval that had expression patterns
consistent with the existence of strain-specific allelic variation
within the genes themselves. Although none represent obvious T1D
susceptibility genes, they must still be considered new candidates for
the Idd9.1 locus.
Overall, our results reveal that the dramatic disease protection
conferred by each of the three Idd loci cannot be rationalized in terms of global effects on the non-induced immune system. They also
illustrate the degree to which regulatory systems appear to be robust
to genetic variation. These observations have important implications
for the design of future microarray-based studies in T1D and, more
generally, for studies that aim to combine genome-wide expression
profiling and congenic mapping. The existence of relatively few
differences in gene expression between strains, even when a large
chromosome segment is derived from two genetically distant strains,
suggests that researchers will not be left searching through a sea of
noise to identify those changes that are relevant to the phenotype in
question. Therefore, combining congenic strains and microarray
expression analysis is expected to be a powerful and specific approach
for establishing functional links between genotype and phenotype for
complex traits. Of course, the success of this approach will depend on
choosing the correct target. Our results for T1D indicate the need to
extend the present analysis to the activated/induced immune system. In
addition, individual cell populations may have to be studied in a
context-specific manner, for example, dendritic cells from different
lineages at different stages of maturation. This approach will require
the use of less expensive platforms such as medium-density spotted oligonucleotide/cDNA arrays. Interval-specific and immunospecific arrays can be printed at a fraction of the cost of commercially available high-density probe arrays, massively increasing the range of
hypotheses that can be tested. We anticipate that, in combination with
the congenic strains and analytical methods used here, these tools will
enable us to make further unexpected discoveries that will shed light
on the biology of the NOD mouse and, ultimately, relate specific
observations to allelic variation within particular genes.
 |
METHODS |
Probe Arrays
We used custom Affymetrix GeneChips designed by Eos Biotechnology,
Inc. The Eos custom GeneChips are designed to measure the expression of
a larger number of genes or ESTs than the commercially available
arrays. This goal is achieved by choosing those probes from within each
set of 20 Affymetrix perfect match probes that show the least random
fluctuation relative to the perceived specific hybridization over a
wide ranging set of samples (Glynne et al. 2000 ). Experiments
undertaken by Eos have revealed that the mismatch probes do not
increase sensitivity or reproducibility (R.J. Glynne and G. Ghandour
unpubl.). Consequently, each gene on the Eos array is represented by
6-8 perfect match probes, as opposed to 20 perfect match and 20 mismatch probes, increasing the number of genes for which expression
can be assayed in parallel to >39,000.
Target Preparation and Microarray Hybridization
For each of the 28 independent samples, total RNA was extracted
using the Trizol reagent from a pool of two or three thymi/spleens taken from age-matched female mice kept in specific pathogen-free conditions. To minimize any variation introduced during target preparation, samples were divided into two groups that would form independent replicate experiments. All samples within each group were
processed in parallel. Three samples from group two (spleen: B10.H2g7; thymus: B10.H2g7,
B10.H2g7 Idd3) and one from group one
(spleen B10.H2g7) failed a preliminary quality
control check. Consequently, the steps involved in preparing labeled
cRNA from the initial starting material had to be repeated for these
four samples at a later date. A subsequent comparison of the variation
seen between samples within the same replicate group (samples processed
in parallel) versus samples in distinct replicate groups (samples
processed at different times) revealed that the variation between the
two groups (i.e., owing to independent sample preparation) was higher than the small amount of variation between the closely matched strains
(data not shown). Therefore, ignoring the variability introduced during
sample preparation was likely to result in spurious changes being
detected and genuine strain-specific differences in gene expression
being masked. Consequently, we decided to exclude the four samples that
had had to be prepared independently owing to failing initial quality control.
Target cRNA was prepared and hybridized to the Eos GeneChip arrays
as described for standard, commercially available Affymetrix GeneChips
(Mahadevappa and Warrington 1999 ), and raw image data was analyzed
using the GeneChip Expression Analysis Software (Affymetrix). Data for
each GeneChip was normalized using a proprietary method developed at
Eos (Ghandour and Glynne 2000 ). Briefly, for each probe array
background subtracted average cell intensities were fitted to a gamma
distribution. These normalized cell intensities were then used to
calculate an average intensity (AI) for each probe set. The AI was
calculated as the trimean (T) of the probes making up a given probe set
(Tukey 1977 ). These AI values were subjected to a second round of
normalization by setting the 70th and 90th
percentiles equal to the same value for each array.
Annotation
Accession numbers were used to search build #84 of the mouse
UniGene dataset (http://www.ncbi.nlm.nih.gov/UniGene/). Each UniGene
cluster was already extensively annotated and included mapping data
sourced from the Mouse Genome Database (MGD)
(http://www.informatics.jax.org/) and UniSTS
(http://www.ncbi.nlm.nih.gov/genome/sts/). Sequences that were not
represented in any UniGene cluster were compared with the GenBank
non-redundant (nr ) database (Benson et al. 2000 ) by BLAST
(Altschul et al. 1990 ), and, where appropriate, homologies are reported.
Statistical Analysis
Some probe sets had negative AI values post-normalization and were
set to a new minimum of one AI unit before log transformation. Probe
sets were excluded from the analysis if the average mean AI values for
the two strain groups in question fell below 50, as this value was not
considered to be significantly above background. Differences in gene
expression between two strain groups were assessed by calculating a
modified t statistic. When at least two measurements were
available for each group, t was calculated as:
where 1 is the mean of the log AI values
for the strains in the first group, 2 is
the mean of the log AI values for the strains in the second group,
n1 is the number of strains in group 1, n2 is the number of strains in group 2 and
s12,s22 are
the pooled variance estimates for each group. Pooled variances were
estimated as a weighted average of the actual observed variance and a
mean local variance estimate, using a 2 : 1 ratio in favor of the
larger of the two variance estimates. Weighting in favor of the larger
of the two variance estimates provided a filter to screen out real
changes that were not due to the presence/absence of the congenic
interval in question, for example, changes due to carryover of small
amounts of neighboring tissue.
To calculate the mean local variance, probe sets in each group were
ordered according to their mean log AI. Variances were then estimated
for each of the 250 probe sets immediately above and each of the 250 below the probe set of interest. For each group, the average of these
500 values was then taken as the local variance estimate. Where one
group was represented by a single sample, an analogous expression for
t was used that only incorporated the variance estimates for
the other group:
A list of gene expression changes most likely to be genuine was
generated by applying a filter that required a minimum threshold value
for t in each replicate. These thresholds were estimated empirically for each comparison. Specifically, genes with positive values for t in one replicate group and negative values in the other (and vice versa) could be regarded as intrinsic controls, that
is, transcripts that appeared to be up-regulated in one set but
down-regulated in the other could be used to establish the distribution
of t values for each replicate set independently of any real
changes due to the congenic interval in question. Threshold values
could then be calculated under the assumption that each probe set
behaved independently. This assumption was clearly a conservative one;
however, it greatly simplified estimation of the value of t
required for a given expected number of false positives. As each
comparison consisted of two experiments, we required that the value of
t in each comparison exceeded the 99.5th percentile for the
control distribution. The estimated false-positive rate per comparison
is then (1 0.995) [error rate expt. 1] × (1 0.995)
[error rate expt. 2] × 20,000 [number of trials] × 2 [each
direction] = 1. A small degree of contamination of the spleen and
thymus tissues with other material was conceivable and was likely to
artificially inflate the threshold values. Therefore, the scatter plot
for each comparison was visually assessed for evidence of an unusual
number of outliers that were not consistent across the two replicates.
This assessment led to the thresholds for one comparison being altered.
 |
ACKNOWLEDGMENTS |
This work was supported by the Wellcome Trust and the Juvenile
Diabetes Research Foundation International. We thank Ed Tom, Dorian
Willhite, and Jerry Lee for their help and contribution to this work.
The publication costs of this article were defrayed in part
by payment of page charges. This article must therefore be hereby marked "advertisement" in accordance with 18 USC section 1734 solely to indicate this fact.
 |
FOOTNOTES |
5
Present address: JDRF/WT Diabetes and Inflammation
Laboratory, Cambridge Institute for Medical Research, University of
Cambridge, Wellcome Trust/MRC Building, Addenbrooke's Hospital,
Cambridge, CB2 2XY, UK
6
Corresponding author.
E-MAIL john.todd{at}cimr.cam.ac.uk; FAX 44-1223-762102.
Article and publication are at
http://www.genome.org/cgi/doi/10.1101/gr.214102. Article published online before print in January 2002.
 |
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