Abstract
Epigenetic modifications serve as an extension of the information content by which the underlying genetic code may be interpreted. These modifications mark genomic regions and act as heritable and stable instructions for the specification of chromatin organisation and structure that dictate transcriptional states. In mammals, DNA methylation and the modification of histones account for the major epigenetic alterations. Two cycles of DNA methylation reprogramming have been characterised. During germ cell development, epigenetic reprogramming of DNA methylation resets parent-of-origin based genomic imprints and restores totipotency to gametes. On fertilisation, the second cycle is triggered resulting in an asymmetric difference between parental genomes. Further epigenetic asymmetry is evident in the establishment of the first two lineages at the blastocyst stage. This differentiative event sets the epigenetic characteristics of the lineages as derivatives of the inner cell mass (somatic) and trophectoderm (extra-embryonic). It is the erasure and subsequent re-tracing of the epigenetic checkpoints that pose the most serious obstacles to somatic nuclear transfer. Elaboration of the mechanisms of these interactions will be invaluable in our fundamental understanding of biological processes and in achieving substantial therapeutic advances.
Introduction
This year marks the twentieth anniversary of the early work from the laboratories of Surani and Solter (Surani et al. 1984, McGrath & Solter 1984) that led to the biological principle of pronuclear non equivalency at fertilisation. These studies set the scene for a mechanistic explanation of the differential and complimentary potentials of gametes. In brief, monoparental mouse embryos generated by micromanipulation manifest strict opposing phenotypes. Gynogenetic embryos (diploid maternal) characteristically are growth restricted and fail to derive a functional placenta. In contrast, androgenetic embryos (diploid paternal) while profoundly growth retarded, hyperprolife-rate extra-embryonic tissues. The essence of this difference was the understanding that during maturation of gametes there is marking of specific regions of the genome for later differential expression (Surani et al. 1990). This parent-of-origin mark, or genomic imprint, has led to the realisation that epigenetic differences play an absolutely critical role in the re-establishment of totipotency of the zygote (McGrath & Solter 1984). Furthermore, these early differences are reflected later during the establishment of the first lineages at the blastocyst stage. Thereafter, epigenetic information is faithfully and heritably reiterated according to their early lineage origin.
The focus of this review is to recount the current state of understanding of epigenetic modifications and some of the activities thought to be involved in the establishment of epigenetic marks during preimplantation development in mammals. The consequence of reprogramming of somatic nuclei through investigations of epigenetic marking in cloned embryos during this early phase of development is highlighted.
DNA methylation
Epigenetic reprogramming can be defined as any meiotic or mitotic alteration that does not result in a change in DNA sequence but will have a significant impact on the development of the organism (Russo et al. 1996). The most prominent form of epigenetic alteration in mammals is the symmetric methylation of cytosine in the 5′ position in CpG dinucleotides. DNA methylation can be thought to have a twofold biological significance, gene regulation and structural fidelity (Bestor 2000, Robertson & Wolffe 2000). DNA methylation has been firmly established as playing a critical part in transcriptional repression. This has been described in the context of development and establishes the allele-specific expression status in many imprinted loci through differential DNA methylation of parental alleles (i.e. differential methylated regions, DMRs) (Li et al. 1993). DNA methylation has been implicated in ‘genome defence’ associated with the silencing of parasitic retrotransposons (Yoder et al., 1997) and to a function in the maintenance of the structural integrity of chromosomes and prevention of chromosomal rearrangements (Chen et al. 1998).
DNA methylation reprogramming
Mammalian development is characterised by bimodal DNA methylation reprogramming that occurs initially during germ cell development and then during preimplantation (Fig. 1) (Reik & Walter 2001a). Primordial germ cells (PGCs) enter the developing germinal ridge and begin differentiation and expansion. At this time, the highly methylated PGCs undergo rapid genome-wide demethylation such that by day 12.5 most of the methylation is lost (Reik & Walter 2001b). This reprogramming phase coincides with the erasure and resetting of parent-of-origin specific marks that include DNA methylation of imprinted DMRs associated with allele-specific gene expression (Tucker et al. 1996). The exact timing of de novo methylation has not been firmly established but is initiated in males at ~14.5 dpc (days postcoitum) and thereafter in females such that the mature gametes of both sexes will eventually become highly methylated.
The second phase of methylation reprogramming occurs between fertilisation and formation of the blastocyst. On fertilisation a rapid paternal-specific asymmetric loss of methylation is observed (Mayer et al. 2000, Dean et al. 2003). This process takes place in the absence of transcription or DNA replication and is termed active demethylation. Thereafter, there is a step-wise decline in methylation until the morula stage (Dean et al. 2001, Santos et al. 2002). This decline occurs as a result of the absence of the primary DNA methyl transferase, Dnmt1, during DNA replication (Bestor 2000). Thus, the newly replicated strand fails to become methylated and the level of methyl cytosine per nucleus declines. This replication-dependent loss of DNA methylation is referred to as passive demethylation (Rougier et al. 1998). The initiation of the de novo methylation occurs after the fifth cell cycle and coincides with the time of the first differentiative event. The establishment of the first two cell lineages results in yet another significant asymmetry. The inner cell mass (ICM), which gives rise to all the tissues of the adult, becomes hypermethylated, while the trophectoderm (TE), that forms most of the structure of the placenta, is under-methylated (Dean et al. 2001, Santos et al. 2002). This differential is maintained and reflected in highly methylated somatic tissues and the distinctively hypomethylated extra-embryonic tissues of the placenta. Among the somatic tissues that derive from the ICM are the highly methylated PGCs which arise ~ day 7 in the extra-embryonic mesoderm of the developing embryo (Ginsburg et al. 1990). Their migration via the allantois to the developing germinal ridges, where they will eventually differentiate into mature gametes, completes the cycle of epigenetic reprogramming.
Despite the genome-wide decline in DNA methylation, certain sequences remain refractory to the general demethylation during preimplantation development. Of special interest is the observation that DMRs of imprinted genes and certain classes of repeat sequences are exempt from these demethylation events (Reik & Walter 2001a). Methylation analysis of bisulphite-treated DNA isolated from oocytes and sperm suggest that intracisternal A particles maintain their methylation (Lane et al. 2003). This interesting observation begs the question of the role of both active and passive demethylation during preimplantation development. The significance of active demethylation has been at the centre of considerable debate in the field of epigenetics. Two hypotheses have been tabled to explain the need for active demethylation. Paternal-specific loss of methylation may simply be required to allow for generalised derepression of paternal alleles to accommodate the minor transcriptional burst at the end of the first cell cycle (Aoki et al. 1997). Perhaps more provocative is the implication of active demethylation in the resolution of parent-offspring conflict that is exerted via imprinted gene expression (Moore & Haig 1991). This proposal embodies an evolutionary principle purporting that each parent battles to maximise their own genetic fitness by ensuring the transmission of their genetic legacy. Thus, paternal interests seek to exert control over genes that maximise growth and survival of individual offspring while maternal interests must try to moderate the growth of single individuals for the benefit of the entire litter. This mediation might be possible through selective methylation and demethylation of growth regulatory genes. In this regard many imprinted genes identified to date have growth regulatory functions or influence postnatal suckling behaviour (Beechey et al. 2003).
A number of predictions arise from this hypothesis. In support of the notion that active demethylation arose in the context of imprinting in mammals is the observation that neither Xenopus (Stancheva et al. 2002) nor zebra fish (Macleod et al. 1999) show active demethylation. Furthermore, it would be expected that active demethylation should be conserved in mammals and should take place in the first cell cycle rather than immediately prior to zygotic genome activation. Active paternal-specific demethylation has been confirmed in several other mammals including the rat, pig and bovine, and, partially, in sheep (Dean et al. 2003, F Santos, unpublished data). However, what remains illusive is the identity of this active demethylase. In order to learn more about this process we have undertaken an in-depth study of the first cell cycle of the mouse with respect to paternal-specific demethylation using an exquisitely sensitive and specific antibody to 5-methyl cytidine (5MeC) (Reynaud et al. 1992). To achieve this high-resolution profile, materials were generated by in vitro fertilisation (IVF). Thus, control over very early post-fertilisation events was possible and both an estimate of the rate and a more exact time point for demethylation could be determined. At fertilisation, the male and female gametes are at different stages of meiotic maturation (Fig. 2A). The female is arrested in MII metaphase awaiting the signal for the completion of meiosis. The male, while haploid, is complexed in a nearly inert toroidal configuration unique to the presence of protamines (Braun 2001). Thus, in order to restore diploid complement to the zygote extensive remodelling must occur. This involves decondensation and nucleoprotamine exchange for nucleohistone. Nucleohistone exchange has already taken place by the earliest time that antibody accessibility can be demonstrated in the decondensing mouse sperm (Perreault 1992, McLay & Clarke 2003). Paternal-specific demethylation is observed as early as 3 h and completed within 6 h of IVF, several hours in advance of the initiation of DNA replication (Santos et al. 2002).
Active demethylation: mechanisms and candidate activities
In contrast to other vertebrate model organisms such as Xenopus, the small size and restriction on the number of female gametes poses considerable experimental challenges to some biochemical questions in the mouse. While isolation of this demethylase activity directly from mouse oocytes was not feasible, some experimental manipulation was accessible. To this end we attempted to titrate the demethylase activity in mouse oocytes using conditions permissive for polyspermy (Santos et al. 2002). Under appropriate conditions, up to five sperm can be matured in MII oocytes (Perreault 1992). Despite clear evidence of titration of other components required for pronuclear formation, demethylation of supernumerary male pronuclei took place without impediment (Fig. 3A). This unexpected result suggests that the oocytes were extremely well supplied with demethylase and that the specificity was tightly regulated as the female pronucleus remained unaffected.
Three basic mechanisms have been proposed for active demethylation. The first is the direct removal of the methyl group from the major groove. This ‘snipping’ away of the side group would require the breaking of carbon bonds and the production of methanol (Bhattacharya et al. 1999, Bird 2002). The second group of reactions would either specifically remove the methyl cytosine replacing it with a cytosine (Klimasauskas et al. 1994) or remove the CpG dinucleotide by nucleotide excision, a replication-dependent DNA repair process. A third possibility is hydrolytic deamination which results in the conversion of 5-methyl-cytosine to thymine that subsequently becomes repaired in the next replication cycle. Energetically this last option is highly unfavourable; however; this does open the field for the consideration of reactions that achieve deamination via enzymatic pathways.
Several candidates have been suggested for the active demethylase. Szyf and colleagues (Bhattacharya et al. 1999) reported an activity for methyl binding domain protein 2 (MBD2) which fulfilled the criterion for the active demethylase (Cedar & Verdine 1999). Amidst much sceptical acceptance, MBD2 was thought to be a possible candidate in early embryos. Homozygous oocytes stained with antibody for 5MeC and were found to undergo active demethylation (Fig. 3B). Methyl binding domain protein 4 (MBD4), a uridine deglycosylase, has been proposed as a potential demethylase activity owing to its role in DNA repair (Hendrich & Tweedie 2003). Fertilised oocytes homozygous for the deletion stained in a pattern indistinguishable from the control (Fig. 3B). This clear result suggested that MBD4 was not the activity responsible for active demethylation in the early mouse embryo (F Santos, unpublished data). Currently, other candidates are being pursued and we look forward with interest to the outcome of these studies.
Rehydration of sperm DNA during pronuclear maturation presents an intriguing proposition for paternal-specific active demethylation. The packaging of a haploid complement of DNA into the mature sperm is itself a feat of engineering triumph (Ward & Coffey 1991). The extreme reduction in size due to the exclusion of water molecules provides an interesting source of ‘free energy’ on sperm decondensation. This process is energy producing and in the context of coupled reactions may be capable of supplying the energy needed for demethylation. ATP-coupled chromatin remodelling activities such as those provided by lymphoid-specific helicase (LSH), a member of the SNF/helicase family, are essential for normal murine development and are associated with establishing methylation patterns (Dennis et al. 2001). It is tempting to speculate that within this remodelling complex is an activity that functions at this early stage in a unique capacity as a DNA demethylase.
Epigenetic reprogramming beyond the first cell cycle
The decline in DNA methylation, largely from maternally derived sequences, continues in a step-wise fashion until the morula stage when very little signal can be detected by 5MeC antibody staining (Rougier et al. 1998). This passive loss of methylation occurs as the oocyte form of the primary methyl transferase (Dnmt1o) is actively excluded from the nucleus despite the extraordinary abundance of the protein inherited in the cytoplasm (Howell et al. 2001). In a most remarkable and specific form of temporal regulation, the Dnmt1o is excluded except for a single cell cycle at the eight-cell stage. Interestingly, deletion of the Dnmt1o 5′ exon results in the abolition of imprinted methylation marks that cannot thereafter be restored (Dean & Ferguson-Smith 2001, Howell et al. 2001). What is special about the eight-cell stage? Perhaps the answer lies in the changes in totipotency that occur at this time when the blastomeres of the embryo exhibit different cellular features and are known to acquire an ‘inside-outside identity’, arguably the very first cell determination event (Johnson 1986). These changes lead to the formation of presumptive embryonic (inside; ICM) and presumptive extra-embryonic (outside; TE) lineages (Johnson 1986). By the 5th cell cycle the final phase of methylation reprogramming is initiated. De novo methylation is evident in both cell lineages of the blastocyst. However, it is the ICM that becomes hypermethylated in comparison with the TE. This establishes the asymmetric level of methylation seen in somatic cells as ICM derivatives and in the placenta as a TE derivative (Reik et al. 2003).
Epigenetic remodelling in the early embryo: implication for somatic nuclear transfer
Since the establishment of paternal-specific demethylation in the fertilised oocyte, the question of the associated chromatin structure and organisation permissive for this event has become the focus of our attention. In organisms which possess DNA methylation, an inter-reliance exists between these epigenetic marking systems to specify transcriptional states and structural features of chromatin (Strahl & Allis 2000, Jenuwein & Allis 2001).
The 5′ amino-terminal tails of the core histones of the nucleosome lie in the major groove of the double helix and can be covalently modified by post-translational addition including methylation, acetylation, phosphorylation, ubiquitination and ADP-ribosylation to lysine, serine and arginine residues. This led to the postulate that the interpretation of the underlying genetic code was, in part, achieved through the combinatorial modifications of key amino acid residues of core histones or a ‘histone code’ (Strahl & Allis 2000, Turner 2000, Jenuwein & Allis 2001). Switching between these modifications was associated with specific chromatin states and the transitions from active to inactive configurations. In general, methylation of residues is associated with transcriptional repression while acetylation is known to accompany actively transcribing regions. With this possibility in mind investigations have focussed intensively around residues of core histones that may adopt either modification. Thus a vast and expanding literature is evolving around the significance of chromatin modification of lysine 9 of histone H3 (H3-K9) (reviewed in Lachner et al. 2003).
Given the asymmetric loss of DNA methylation from the paternal compartment, investigation of chromatin modifications in the one-cell fertilised oocytes is of particular interest (Arney et al. 2002, Cowell et al. 2002). Using a heterochromatin-specific antibody to dimethylated H3-K9 (anti-α-4x-methH3-K9), it was demonstrated that the decondensing sperm and maturing male pronuclei are negative for this modification (Reik et al. 2003). In contrast, the female pronucleus stains intensely for the same configuration, which remains throughout the first cell cycle. Despite this histone methylation asymmetry, acetylated H3-K9 was found to be abundant in both pronuclei, in agreement with earlier reports (Adenot et al. 1997).
Remodelling of the sperm nucleus is a requisite for fertilisation (Fig. 2A). Exchange of nucleoprotamine for nucleohistone occurs during the first hour after fertilisation (Perreault 1992). Acetylation of histones takes place in the cytoplasm mediated by histone acetyl transferases (HATs) and thus histones are acquired with acetylated lysines in the amino terminal tails (Turner 2000). Methylation takes place in the nucleus mediated by histone methyl transferases (HMTs). The transition first involves the removal of the acetylation group catalysed by histone deacetylases (HDACs). Thus the smooth transition from an active (acetylated) to an inactive and potentially silent (methylated) chromatin configuration requires a series of specific enzymatic activities. At present, no lysine-specific histone demethylase activities have been identified and thus the only mechanism of reactivation of silent loci may be by replacement of histones (Lachner et al. 2003).
The asymmetric distribution of chromatin organised in the fertilised oocyte raises a number of interesting points. The heterochromatin-specific antibody is known to associate with peri- and centromeric satellite sequences and other substantial stretches of heterochromatin throughout the genome (Peters et al. 2002). Ordinarily, the presence of methH3-K9 is associated with transcriptional repression. The conflict arises from the observation that although both the male and female pronuclei are transcriptionally silent, only the female has chromatin in a form associated with gene repression. A minor burst of transcriptional reactivation occurs at the end of the first cell cycle with paternally derived alleles expressed in advance (Aoki et al. 1997). These discrepancies suggest that the codified interpretation of histone modifications may be specific and distinctive in gametes and embryos, as compared with somatic cells where totipotency has been progressively restricted.
It is intriguing that the female pronucleus remains DNA methylated and possesses methyl histone modifications suggestive of a mechanistic link between these two epigenetic systems. This suggests at least two possible interpretations. Either the chromatin organisation of the female pronucleus is resistant to an activity found in both compartments or the male is specifically susceptible and targeted for demethylation.
Epigenetic reprogramming on somatic nuclear transfer
The strict progression of events that ordinarily take place and the precise and asymmetric outcomes of reprogramming highlight some epigenetic resetting features that pose a potential obstacle to somatic nuclear transfer (Wade & Kikyo 2002). Must the highly methylated (DNA) nucleus of a differentiated somatic cell undergo reprogramming on cloning in order to develop to term? If so, how is the cellular memory system that ensures fidelity of the differentiated cell type circumvented? Does the oocyte, primed to remodel nucleoprotamine, recognise the chromatin configuration of the somatic cell and establish an epigenetic state equivalent to that of the fertilised oocyte?
We have begun to investigate some of these questions associated with somatic nuclear transfer in mammals by focusing attention on cloned preimplantation stage embryos. Owing to the persistent difficulties encountered when attempting cloning in the mouse, we have exploited the fact that somatic nuclear transfer in cattle is well established. Characterisation of 5-methyl cytosine biology in bovine preimplantation embryos revealed active demethylation of the paternal pronucleus, passive demethylation during the 2- and 4-cell stage and de novo methylation at the 10- to 16-cell stage (Fig. 4A). At the blastocyst stage, the ICM is hypermethylated compared with the trophectoderm, in a pattern reminiscent of the mouse (Dean et al. 2001). Investigation into the pericentromeric heterochromatin using antibody to H3-K9 methylation revealed co-ordinate modulation together with the DNA methylation suggesting a mechanistic relationship between these two epigenetic systems (Dean et al. 2001, Santos et al. 2003).
Epigenetic profiles of cloned embryos produced from two different donor sources indicated that quantitative and qualitative deregulation of DNA and histone methylation occurred in reconstructed embryos. Perhaps the most striking aspect of these embryos was the resemblance of the pattern of DNA methylation and heterochromatic organisation to that of the donor cells (Fig. 4B) and the loss of lineage based asymmetric patterns of epigenetic marks (Fig. 4C). Furthermore, there was a correlation between normal epigenotype and rate of development to the blastocyst stage indicating it was predictive for normality (Santos et al. 2003).
These results reinforce the fact that one of the key features of somatic nuclear transfer will be the establishment of conditions that allow for erasure of heritable memory systems which are a hallmark feature of differentiated cell types (Wade & Kikyo 2002). In addition, selection of donor populations that are intrinsically more reprogrammable by the oocyte cytoplasm will be essential (Solter 2000). These criteria are at present described only by epigenetic profiling using antibodies; however, they are powerful tools that permit rapid screening with a minimum of tissue, a persistent challenge to the mammalian developmental epigeneticist.
Further investigations using genetically defined mutations will be essential to tease apart the complex features of the dynamically evolving organisation of chromatin in germ cells, embryos and their differentiated antecedents. We anticipate a deluge of information in the next few years that will begin to explain the interrelated functions of epigenetic marks and the instructions they provide for the seamless unfolding of cellular function and developmental processes.
The work carried out by the authors takes place in the Laboratory of Developmental Genetics and Imprinting, Babraham Institute. We would like to thank Wolf Reik for allowing us to embark on this exciting research area. We apologise in advance that many original references have been omitted owing to space restrictions. This work is funded by the BBSRC and MRC.
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