Although influenza kills about a half million people each year, even after excluding pandemics, there is only one set of antiviral drugs: neuraminidase inhibitors. By using a new approach utilizing giant unilamellar vesicles and infectious X-31 influenza virus, and testing for the newly identified pore intermediate of membrane fusion, we observed ∼30–87% poration, depending upon lipid composition. Testing the hypothesis that spontaneous curvature (SC) of the lipid monolayer controls membrane poration, our Poisson model and Boltzmann energetic considerations suggest a transition from a leaky to a non-leaky fusion pathway depending on the SC of the target membrane. When the target membrane SC is below approximately −0.20 nm−1 fusion between influenza virus and target membrane is predominantly non-leaky while above that fusion is predominantly leaky, suggesting that influenza hemagglutinin (HA)-catalyzed topological conversion of target membranes during fusion is associated with a loss of membrane integrity.

While most medical research aimed at reducing the impact of the influenza virus is focused on vaccines, anti-viral therapeutic strategies should not lag behind. The crucial stage of infection is the moment when the viral genome first enters the cytoplasmic space to begin infection – the fusion of the viral and endosomal membrane of a cell (White and Whittaker, 2016). Merging of two membrane-enclosed compartments is a ubiquitous event in biology, and is crucial to fertilization, exocytosis, bone and muscle development, intracellular trafficking and viral infection. The underlying biophysical determinants in these diverse processes are the same – the fusion of the mostly phospholipid bilayers that comprise the membranes. Enveloped viruses offer the experimenter easily purified compartments with well-defined fusion-enabling proteins. Specialized proteins on the viral membrane catalyze the merger of viral and cellular membranes. For influenza virus, fusion between viral and endosomal membranes is mediated by the surface glycoprotein hemagglutinin (HA) triggered by a decrease in endosomal pH that induces a conformational change in HA. Although influenza is a global health concern, one of the most widely studied viruses and considered a paradigm for biological fusion, molecular details about the influenza HA-mediated fusion remain elusive (Hamilton et al., 2012; Smrt and Lorieau, 2017).

HA-mediated fusion is hypothesized to occur through a stalk-pore pathway (Chernomordik, 1996; Chernomordik et al., 1997, 1999, 2006; Chernomordik and Zimmerberg, 1995; Chlanda et al., 2016; Gui et al., 2016). According to this model, viral and target (endosomal) membranes form an intermediate in which the proximal monolayers are merged but the distal monolayers remain intact. This process is referred to as hemifusion, and the intermediate is referred to as a ‘stalk’ (Chernomordik et al., 1997, 1999, 2006). Subsequently, the stalk develops into a ‘hemifusion diaphragm’, which then breaks open to form a fusion pore that connects these two membrane-bound compartments through an aqueous pathway. The hallmark of the stalk-pore hypothesis is that there is only one connection between the two membranes through a lipidic channel, and the contents enclosed within fusing membranes never leak into the aqueous environment, consistent with the presumed fact that exocytotic fusion is leak free (Palade, 1975). However, several experiments from different laboratories (Bonnafous and Stegmann, 2000; Frolov et al., 2003; Shangguan et al., 1996) and mathematical modeling (Katsov et al., 2006; Müller et al., 2003) suggest that fusion mediated by influenza HA is leaky (i.e. the target membrane integrity is compromised). Leakage of entrapped soluble markers can occur from a target liposome during fusion with influenza virus (Shangguan et al., 1996). Electrophysiological measurements show that target membrane permeability changes occur during the early stages of complete HA-mediated fusion (Frolov et al., 2003). Monte Carlo simulation studies suggest that an elongated stalk can destabilize fusing membranes and promote hole formation in the vicinity of the stalk (Katsov et al., 2006; Müller et al., 2003). High-resolution cryo-electron microscopy studies of intermediate hemifusion structures for influenza virus and virus-like particles (VLP) with liposomes (target membranes) revealed discontinuities in the target membranes (liposomes) and the existence of membrane edges, thus providing an ultrastructural reality for physiological leakage experiments (Chlanda et al., 2016; Lee, 2010). Clearly, one of the central tenants of the stalk-pore model, namely, leak-free fusion, is not always a feature of HA-mediated fusion. Alternative models featuring leakiness of the target membrane are the current focus of this field.

Historically, one way to distinguish between lipidic models for membrane fusion is through predictions of the dependence of fusion upon lipid composition (Chernomordik, 1996; Chernomordik and Zimmerberg, 1995). Cryo-electron microscopy revealed that the target membrane rupture frequency is dependent on the target membrane cholesterol concentration, such that at 40% cholesterol (mol fraction) the rupture frequency was low, and at 0 or 16% cholesterol the rupture frequency was as high as 50% of all fusion intermediates (Chlanda et al., 2016). This differential effect of cholesterol on membrane rupture was interpreted as a curvature-dependent branch point in the influenza HA-mediated hemifusion pathway leading to either the canonical ‘hemifusion-stalk’ or a new proposed pathway: ‘rupture-insertion’. Since the energy of the stalk intermediate is low at negative spontaneous curvature (SC) of the contacting monolayers (Chlanda et al., 2016; Ryham et al., 2016), we posit that when target membranes contain lipids that lead to a high negative SC of the contacting monolayers (for example, a high cholesterol concentration, comparable to that observed in endosomal membranes) the non-leaky ‘hemifusion-stalk’ pathway is preferred, whereas in the case of low negative SC the leaky ‘rupture-insertion’ pathway is preferred, implying that under suitable compositions lipid mixing (lipidic junctions) can be accompanied by leakage of soluble contents. A simple prediction of this hypothesis is that the same degree of poration (leakage) should be seen in membranes with lipid compositions giving rise to a similar SC independently of the specific chemical nature of their constituent lipids. To better understand the lipid dependence, we thus set out to experimentally test this prediction using a variety of lipid compositions. By using different lipid combinations [phosphatidylcholine (POPC) and varying mole percentages of cholesterol, phosphatidylethanolamine (POPE) or diacylglycerol (DOG)] with the same estimated SC of the target membrane (see Table 1), we show that poration of the target membrane induced by influenza virus is modulated by the physical elastic properties of the target membrane, not merely the level of cholesterol as previously shown (Chlanda et al., 2016). These results are consistent with the hypothesis that the energy landscape of fusion can proceed via two co-existing pathways to completion: stalk-pore or rupture-insertion. A data-driven Poisson model and Boltzmann energetic model are consistent with the spontaneous monolayer curvature of the target membrane being important for the mechanism of fusion.

Concept of the poration assay

Existing in vitro biophysical methods, such as bulk fusion between virus and liposomes in a cuvette or fusion between labeled virus and a supported bilayer (Hamilton et al., 2012), are not suitable for monitoring lipid transfer (hemifusion) and content leakage simultaneously. While it is possible to accomplish such a task using an HA-expressing cell and a red blood cell (RBC) fusion model system (Frolov et al., 2003), one cannot modulate the biophysical properties of target membranes easily (RBCs in this case). To overcome such limitations, we adopted an assay (Bleicken et al., 2013) that utilizes giant unilamellar vesicles (GUVs) and an influx of aqueous dye (Fig. 1A). Using this assay, we monitor leakage of the target membrane during low pH-induced interactions of influenza virus X-31 to GUVs. Unlike conventional bulk leakage assays based on fluorescence spectroscopy, where content leakage (flux through pores) and content transfer (from one vesicle to another) are often indistinguishable (Bao et al., 2016), our microscopy-based assay provides a direct measure of leakage as influx of aqueous dye at the single-vesicle level.

Our assay is based on the strategy that while all fusion events between a viral particle and a GUV will result in lipid mixing, an influx of soluble dye will result only when an aqueous pathway arises between the inside of the GUV and the external medium (Fig. 1A). The optical sectioning of confocal microscopy allowed visualization of the dark background within the inside of the GUV even in the presence of soluble dye outside. First, to establish that the assay responds to poration of GUV membranes independently of membrane fusion or viral exposure, we incubated GUV with melittin, a well characterized pore-forming amphipathic peptide (Lee et al., 2008). An influx of Alexa Fluor 488 (hereafter Alexa-488) occurred when melittin was introduced into a suspension of GUVs (Fig. 1B), illustrating that membrane poration can be monitored by the influx of soluble dye. Nearly all vesicles exhibited influx when melittin was added into a suspension of POPC GUV at 1:50 peptide-to-lipid ratio.

To monitor lipid mixing between influenza virus X-31 and target membranes, GUV–virus units were monitored using confocal scanning fluorescence microscopy prior to lowering pH and after the pH change. At pH 7.4, GUVs incubated with R-18-labeled virus exhibited binding of viral particles to the GUV (Fig. 1C). At pH 7.4, there was no influx of Alexa-488 indicating that there is no leakage in the presence of virus at neutral pH. When the pH was changed from 7.4 to 5.0 in a sample of virus–GUV, the intensity of R-18 on GUV membranes, upon subsequent observation, increased by ∼400% (Fig. 1C,D). The increase is due to the transfer of R-18 molecules from viral to GUV membranes upon lipid mixing at low pH and consequent dequenching of R-18 following dilution within the two-dimensional GUV membrane. This is equivalent to the increase in intensity observed in cuvette-based measurements demonstrating lipid mixing from viral to target GUV membranes (Arbuzova et al., 1994).

To monitor GUV poration, water-soluble Alexa-488 was dissolved in the solution external to the GUV. Some, but not all, of the vesicles that displayed lipid dye transfer from the viral membrane upon lowering pH also exhibited an influx of Alexa-488 (middle panel of Fig. 1C). By contrast, all of the vesicles that exhibited poration also displayed lipid dye transfer. Several observations indicate that this is the correct interpretation of influx of aqueous dye. First, the ratio of intensities of the green dye inside and outside of the GUV is generally close to 1, suggesting that the target vesicles become leaky while fusing with X-31 influenza virus. Second, this influx is not due to an osmotic imbalance (internal and external solutions were iso-osmolar), and incubation of GUV in the absence of virus at 37°C and (or) incubation at pH 5, under our experimental conditions did not lead to either lipid mixing or soluble dye entry. Third, the degree of poration did not depend on the kind of virus, whether laboratory-prepared fresh virus or egg-grown freeze-thawed virus, both exhibited similar degrees of poration. This is an important control as it was thought only egg-grown freeze-thawed virus can induce permeability changes in the target membrane (Young et al., 1983). Fourth, the influx was not dependent on Alexa-488. In control experiments where sulforhodamine B was introduced along with Alexa-488, influx to the same extent was observed (data not shown).

Variation of poration with target membrane SC

Our hypothesis that the lowest energy pathway through the energetic landscape for membrane remodeling is dependent upon the SC of the monolayer of the target membrane predicts a significant decrease in poration with target lipid compositions favoring negative curvature. To test this prediction, GUVs were prepared in which a fraction of the POPC was gradually replaced with reciprocal fractions of POPE, cholesterol, DOG or combinations thereof (described in Table 1). Poration of these vesicles were monitored under identical conditions. The fraction of porated vesicles decreased with increases in non-bilayer lipid mole fractions in GUVs and the consequent decrease in PC mole fraction (Fig. 2A).

If the decrease in leakage is due to an increase in negative SC, then individual lipid series should converge upon a transformation to the SC axis. The SC of GUVs with varying amounts of cholesterol, POPE or DOG spanned the same range, from −0.022 nm−1 to −0.305 nm−1. As expected, the individual lipid series tend to converge on the curvature axis (Fig. 2B). The fraction of porated vesicles decreased to less than 0.3 at 60 mol% cholesterol (estimated SC −0.303 nm−1) compared to greater than 0.8 with no cholesterol (estimated SC −0.022 nm−1). To test whether this is a curvature-mediated effect, we evaluated poration in GUVs with 27 mol% DOG such that the total SC is −0.303 nm−1 (see Table 1). Poration with DOG was similar to poration of cholesterol-containing vesicles (Fig. 2B; filled circles cholesterol and squares DOG). Corresponding data for POPE-containing vesicles could not be obtained, as GUVs with very high POPE were not stable under our experimental conditions. GUV diameters varied from ∼7 to 28 µm (12±6 µm; mean±s.d.). No dependence of leakage (in to out intensity ratio of Alexa-488) on the size of the vesicles was observed. Although the individual series deviated from each other on the SC axis, an overall decreasing trend in poration with increasing negative SC was observed in every case (Fig. 2B).

Interpreting leakage using a Poisson model

To establish a quantitative relationship between the degree of poration and SC, we developed a Poisson leakage model. In our system, several viral particles interact with one GUV; we postulate that some viral particles induce poration or leakage via one or more ‘leakage machines’. In other words, the GUV viral particle system has reserve capacity – one viral particle or viral particle component may be sufficient for leakage, but more than one viral particle or viral particle components may participate in the observed leakage. Previously, a Poisson model was developed that described the consequences of reserve capacity in Ca2+-triggered vesicle fusion (Coorssen et al., 1998; Blank et al., 2001; Vogel et al., 1996; Zimmerberg et al., 2000). We therefore applied a similar model to our data. The model relates the extent of leakage with the number of leakage machines, and by experimental dependency, with the SC of the target membrane. Using the Poisson distribution, we can identify the statistical element responsible for leakage. These will be termed ‘leakage machines’, and we identify an exponential relationship between the reserve capacity of the system and the SC. The leakage probability or observed leakage fraction, is defined by the following relationship:
(1)
or
(2)
where L(〈n〉) is the leakage probability or fraction of leaky vesicles observed and 〈n〉 is the Poisson-distributed mean number of leakage machines. By analogy with previous studies (Coorssen et al., 1998; Blank et al., 2001; Vogel et al., 1996; Zimmerberg et al., 2000), we expected that the relationship between 〈n〉 and SC would be exponential. Therefore, we analyzed 〈n〉, calculated from the leakage fraction, as a function of SC using the relationship:
(3)
where a and b are fitting parameters (see Table S1). For every lipid composition (Table 1), leakage as a function of SC can be described using the postulated exponential dependence (Fig. 3).

To determine the dependence of energetics associated with poration on SC, we calculated the Boltzmann factor of our leakage data. The model assumes that the fraction of porated vesicles represents the probability of at least one lipid mixing event occurring through the leaky pathway. Difference in energetics between the non-leaky and leaky pathways would govern the proportions of fusion events by these two pathways in the following manner.

Given the probability of leakage L(〈n〉) (‘rupture-insertion’ pathway according to Chlanda et al., 2016) and the probability of no leakage (‘hemifusion-stalk’ pathway, according to Chlanda et al., 2016) as:
(4)
(‘hemifusion-stalk’ pathway, according to Chlanda et al., 2016), the Boltzmann factor relates the ratio of the two probabilities to the energy difference between the two states of the system. With ΔE defined as the energy difference between the non-leaky and leaky states of the system, the ratio of probabilities is:
(5)
or
(6)
Changes in energy, in units of kBT can be expressed using the Poisson model probabilities:
(7)
Expressing 〈n〉 as a function of SC models, the relative energy relationship between the two pathways as a function of SC is:
(8)
The values a=2.0 and b=5.2 were determined using the ‘all data’ fit model of the relationship between leakage and SC (see Table S1 for details). The measured relative change in energy calculated from the data is then compared with the model relationship (Fig. 4). Note, the energy crossover point occurs at a SC of −0.20 nm−1. This SC value agrees with the value determined from continuum model describing the relative energy of stalk formation as a function of SC (Chlanda et al., 2016).

We developed a new assay that features detection of lipid dye mixing between a virus particle and its target membrane simultaneous with detection of aqueous dye mixing across the target membrane from the external solution, using confocal microscopy of single vesicles. Monitoring influx of aqueous dye achieved an optimal signal-to-noise ratio with no interference from photobleaching. This influx of soluble dye to the GUV corresponds to edge formation in target membranes during their fusion with virus as detected by phase-contrast cryo-electron microscopy (Chlanda et al., 2016). The interaction of influenza viral particles with the target GUV that leads to lipid mixing is modulated by the monolayer SC of the target membrane. Our data was well described using a Poisson model in analogy to Ca2+-triggered fusion. Boltzmann distribution analysis of our data shows a crossover point on the spontaneous monolayer curvature axis, beyond which the probability of poration events decreased significantly. The decrease in poration of the target membranes is consistent with the hypothesis that a switch in lipid mixing pathway from leaky ‘rupture-insertion’ to non-leaky ‘hemifusion-stalk’ is dependent on the SC of the target membrane (see Fig. 5. and Chlanda et al., 2016). Our data is consistent with a crossover (Fig. 4) point of approximately −0.20 nm−1 in agreement with a predicted value of −0.21 nm−1 for a membrane containing 31 mol% cholesterol (Chlanda et al., 2016). Interestingly, such a dependence of poration by influenza virus on monolayer SC was never observed in a bulk spectroscopic fusion assay (Shangguan et al., 1996).

There are primarily two hypotheses regarding membrane edge formation (variously termed as poration, rupture or leakage) of the target membrane during influenza virus-mediated fusion. First, rupture could be secondary to adhesion of viral particles to target membrane, if the energy of attachment overcomes the membrane stability (Chlanda et al., 2016). Second, the leakage can be due to the insertion of a fusion peptide and consequent deformation of the target membrane as a ‘collateral damage’ (Blumenthal and Morris, 1999; Engel and Walter, 2008). There are several examples reported in the literature describing leakage from target membranes induced by the isolated fusion peptide. For example, a synthetic fusion peptide of the X-31 influenza virus deformed, changed permeability and eventually caused lysis or rupture of giant vesicles (Longo et al., 1997; Soltesz and Hammer, 1995) and caused content leakage from large unilamellar vesicles (Murata et al., 1992). Therefore, it is possible that leakage in our assay could be due to influenza fusion peptide-induced deformation of target GUV at low pH. In any event, to induce poration, the energy of the system must be greater than the line tension of the pore (Chernomordik et al., 1985). Line tension is defined as the energy penalty associated with forming a membrane edge to avoid exposing the hydrophobic parts of lipids to an aqueous environment. Since this edge has a highly bent lipid surface, it has been proposed that lipids with positive SC reduce line tension and that this facilitates pore formation, whereas the opposite happens with negative SC (Chernomordik et al., 1985; Karatekin et al., 2003). Therefore, the probability of detecting pores in membranes with high negative SC should be less since it would be an energetically demanding process. Our findings are consistent with this idea and suggest that there is a tradeoff between deformation induced by the influenza fusion machinery (particularly the fusion peptide) and lipid curvature-mediated line tension.

According to the curvature hypothesis, we expected the leakage percentage to follow identical trends on the curvature axis for different lipid compositions. However, they do not follow an identical trend, but deviate from each other and the predicted trend (Fig. 3). It is possible that this feature of our data could be explained by other factors that are influenced by the lipid composition. Cholesterol has profound effects on several biophysical properties of lipid membranes pertaining to membrane elasticity such as fluidity, bending rigidity and lysis tension. These properties may vary among different lipid compositions (such as POPE and DOG) leading to identical SC. For example, elastic area compressibility, as determined by micropipette aspiration, is significantly different for cholesterol-containing membranes than for POPE-containing membranes at similar SC (Evans and Needham, 1986; Needham and Nunn, 1990). In other words, two lipid compositions could be identical in curvature space yet different in area compressibility or lysis tension space. Interestingly, it has been observed in a simulation study of SNARE-mediated fusion that POPE supports a leaky fusion pathway more than cholesterol, despite having similar negative SC, and the energy to nucleate a leakage pore is much higher in the presence of cholesterol than POPE (Risselada et al., 2014).

The GUVs used in this study are symmetric, that is, the lipid compositions of the two leaflets are similar. Studies on cell–cell fusion show that the effect of spontaneous monolayer curvature on HA-mediated stalk formation and fusion is leaflet specific (Chernomordik et al., 1997, 1998; Melikyan et al., 1997). When the spontaneous curvature of the contacting monolayers is increased by introducing lyso-phosphatidylcholine within the contacting monolayer, stalk formation and full fusion is inhibited, but we now note that target cell leakage was not measured. However, decreasing spontaneous curvature by introducing oleic acid, which rapidly equilibrates to both leaflets, promotes stalk formation and full fusion, in accordance with our general scheme (Fig. 5). When the spontaneous curvature of the distal or trans monolayer is increased by incorporating either lyso-phosphatidylcholine (Chernomordik et al., 1998) or chlorpromazine (Melikyan et al., 1997), fusion pore formation is promoted, in accordance with the action of the distal or trans monolayer in promoting the fusion pore after hemifusion diaphragm formation. These lipid compositional requirements might be generally applicable to other phenomenon that show free edges of membranes, for example, vaccinia virus maturation (Chlanda et al., 2009) and nuclear membrane organization (Shah et al., 2017).

How general is the loss of membrane continuity, alternatively termed as membrane edge formation, during fusion? In addition to influenza, several paramyxoviruses (e.g. Sendai virus) elicit a change in cellular permeability during entry (Foster et al., 1980; Papanicolaou et al., 2012; Pasternak and Micklem, 1981); some viral pathophysiology may be due to an alteration in cellular permeability. However, the biophysical underpinnings of this alteration have not been deciphered. Membrane edge formation, detected as permeability changes during protein-mediated fusion processes, is increasingly recognized (Engel and Walter, 2008; Papanicolaou et al., 2012). Content leakage from target membrane is thought to be a consequence of membrane deformation during fusion steps. For example, content leakage from target membranes during SNARE-mediated fusion has been reported recently (Bao et al., 2016). It was previously suggested that SNARE-mediated stalk expansion is leaky (Risselada and Grubmuller, 2012). Mitofusin-catalyzed mitochondrial fusion is associated with a permeability change in the mitochondrial membrane (Papanicolaou et al., 2012). Our general hypothesis is that during topological conversion of target membranes, the edges of pores are stabilized by specific proteins (such as the influenza fusion peptide) that promote bent lipidic intermediates, either scaffolding the hydrophobic chains themselves or entering the bilayer to alter the energy landscape. If this activity to promote bent intermediates can become available within the hemifusion diaphragm, then fusion pore formation would proceed.

Materials

1-palmitoyl-2-oleoyl-sn-glycero-3-phosphocholine (POPC), 1-palmitoyl-2-oleoyl-sn-glycero-3-phosphoethanolamine (POPE), cholesterol, 1-2-dioleoyl-sn-glycerol (DOG) and Total Gangliosides Extract (TG) were obtained from Avanti Polar Lipids, Inc. (Alabaster, AL) and other chemicals were from Sigma-Aldrich (St Louis, MO), unless mentioned. Stock solutions of POPC (13.15 mM), POPE (35 mM) and cholesterol (20 mM) were made in CHCl3 (Burdick & Jackson, Mexico City, Mexico, high-purity solvent) and TG (5 mM) in chloroform:methanol:water (65:35:8) and were stored in brown glass vials at −20°C.

Preparation of GUVs

GUVs were prepared by the gel swelling method as described previously (Weinberger et al., 2013). Briefly, to prepare GUVs of a specific lipid composition, the required amount of lipid drawn from individual stock solutions was diluted into 200 µl of CHCl3 to a concentration of 3.94 mM (3.35 mg/ml). The mixture was vortexed with ∼10 µl of methanol for ∼2 min to avoid incomplete mixing and obtain a clear solution in CHCl3. To this lipid mixture, 10 µl of DiD (Invitrogen) was added (from a stock of 5 µM in DMSO) and vortexed for ∼2 min. This lipid mixture (in CHCl3) was then deposited on a plasma-cleaned (using a Harrick plasma cleaner, Ithaca, NY) microscope coverglass, coated with 5% (w/w in ddH2O) polyvinylalcohol (Merck Millipore). The organic solvent was evaporated by a gentle stream of nitrogen and followed by storing in high vacuum for 1 h. The coverglass with the lipid film on was then transferred to a 30-mm tissue culture dish. 500 µl of PIPES buffer (1 mM EDTA, 1 mM HEDTA, 10 mM PIPES, 100 mM KCl pH 7.4 with ∼200 mM sucrose) was added covering the entire surface of the coverglass and allowed to incubate for 30 min in the dark. After 30 min, the GUVs were harvested by gently tapping the sides of the dish, then gently drawing out using a 1 ml pipette without touching the surface and transferring them to a 1.5 ml micro-centrifuge tube. The GUV suspension was stored at 4°C until further use. The total lipid concentration of GUV suspension was 1.35 mg/ml (1.58 mM). Typically, GUVs were made the same day as the experiment. To change the SC systematically, POPC GUVs with various concentrations of cholesterol, POPE or DOG (see Table 1) were prepared. SCs of the target membranes for a given lipid composition were estimated using a mole fraction-weighted summation of the SCs of the individual lipids (Table 1). The SCs of POPC, cholesterol, POPE and DOG used in the calculations are: −0.022 nm−1, −0.494 nm−1, −0.316 nm−1, and −0.99 nm−1, respectively (Kollmitzer et al., 2013; Szule et al., 2002). Every GUV composition included 5 mol% of TG as the receptor lipid for HA.

Preparation and purification of influenza virus A

Egg-propagated and sucrose gradient-purified influenza A virus (A/Aichi/68; denoted X-31) was purchased from Charles River Laboratories (Wilmington, MA). MDCK cells, purchased from ATCC (NBL-2) (ATCC® CCL-34™), were seeded on 8×10 cm Petri dishes (2×106 cells/dish) 1 day prior to infection. Confluent cells were washed three times with serum-free SFM4 MegaVir medium (Thermo Fisher Scientific, Inc.) and inoculated with 50 µl of A/Aichi/68 [50% egg-infective doses per ml (EID50): 109.5] in 5 ml of serum-free SFM4 MegaVir medium. After a 45-min incubation at 37°C, 20 ml of SFM4 MegaVir medium [supplemented with L-glutamine, primocine and 2 µg/ml of tosylsulfonyl phenylalanyl chloromethyl ketone (TPCK)-treated trypsin (Sigma)] were added to each dish. At 48 h post-infection the culture medium was clarified by centrifugation at 1000 g for 10 min at 4°C. Subsequently, the supernatant was layered onto a 3 ml 30% (w/v) sucrose-KHE (100 mM KCl, 10 mM HEPES pH 7.4, 1 mM EDTA) cushion and centrifuged at 200,000 g for 2 h at 4°C in a Beckman Optima XL 100K centrifuge using a 50.2Ti rotor (Beckman Coulter, Fullerton). The concentrated virus was re-suspended in KHE buffer and centrifuged at 100,000 g for 30 min at 4°C in Beckman Coulter OptiMax centrifuge, using a TLA 100.3 rotor. The pellet was diluted in KHE buffer and incubated with Octadecyl Rhodamine B Chloride (R-18, Thermo Fisher Scientific, Waltham, MA) for 30 min in the dark with mild shaking (3 µl of 1 mg/ml of R-18 in DMSO to ∼400 µl of viral suspension) and layered onto 10–40% continuous Optiprep-KHE gradient, centrifuged at 200,000 g for 2 h at 4°C in a Beckman Optima XL 100K centrifuge using a SW55 rotor (Beckman Coulter, Brea, CA). The banded virus was collected, diluted in KHE buffer, pelleted and centrifuged at 100,000 g for 30 min at 4°C in Beckman Coulter OptiMax centrifuge, using a TLA 100.3 rotor and resuspended in 300 ml KHE buffer. The total protein content of a virus preparation was determined using the BCA assay (Thermo Fisher Scientific, Waltham, MA). R-18 labeling did not cause any visible damage as visualized by negative staining in electron microscopy experiments.

GUV–virion lipid mixing and poration of GUV membranes

The GUV-based lipid mixing, and leakage assay is schematically described in Fig. 1. R-18-labeled X-31 virus was incubated with GUVs of defined compositions (Table 1). For a typical fusion experiment, 100 µl of the GUV suspension is incubated with X-31 (Charles River or laboratory grown, ∼9 µg of total protein) virus (sonicated for 1 min in a Branson bath sonicator prior to use) in a 1.5 ml micro-centrifuge tube at 37°C for 30 min. 200 µl of Alexa Fluor 488 (Invitrogen, 6 µM in PIPES buffer with 200 mM sucrose) and 200 µl of PIPES buffer (with ∼200 mM glucose) were added to achieve a final concentration of ∼2 µM Alexa Fluor 488. The mixture was vortexed for 2 min, and 6 µl of 0.5 M citric acid was added to change the pH to 5, and the solution was again vortexed for ∼2 min and incubated for another 10 min at 37°C for end-point measurements. While the GUV–virus mixture was incubating, 500 µl of a 5 mg/ml β-casein solution was added to a delta-TPG 0.17 mm dish (Bioptechs, Butler, PA), allowed to sit for 10 min to passivate the glass surface, and then washed 10 times with ddH2O. The GUV–virus suspension was then transferred to this imaging dish. For a given lipid composition, ∼100 GUVs were observed and scored based on whether they have undergone an influx of Alexa Fluor 488. As a positive control for poration, the pore-forming peptide melittin was added to a suspension of POPC GUVs at 1:50 peptide-to-lipid ratio.

Confocal microscopy

GUVs were imaged on a Zeiss LSM 880 microscope using a 63× oil 1.4 NA Plan-Apochromat objective. The objective was connected to an objective heater (Bioptechs, Butler, PA) to maintain 37°C inside the chamber (the chamber temperature was verified with a microprobe). Alexa Fluor 488, R-18 and DiD were excited with the 488, 543 and 633 nm lasers, respectively, and detected using PMT detectors on separate tracks.

Image, data and statistical analyses

Microscopy images were analyzed using ImageJ (NIH). Data were analyzed using SigmaPlot (Systat Software, Inc., Chicago, IL), Excel (Microsoft, Inc., Redmond, WA) and MATLAB (The MathWorks, Inc., Natick, MA).

The authors thank Petr Chlanda and Matthias Garten for helpful discussions.

Author contributions

Conceptualization: S.H., P.S.B., J.Z.; Methodology: S.H., E.M., C.D.M., P.S.B., J.Z.; Software: P.S.B.; Validation: S.H.; Formal analysis: S.H., P.S.B.; Investigation: S.H.; Data curation: S.H.; Writing - original draft: S.H.; Writing - review & editing: S.H., E.M., C.D.M., P.S.B., J.Z.; Visualization: C.D.M.; Supervision: P.S.B., J.Z.; Project administration: J.Z.; Funding acquisition: J.Z.

Funding

This work was supported by the Division of Intramural Research of the Eunice Kennedy Shriver National Institute of Child Health and Human Development (grant ZO1 HD001409). Deposited in PMC for release after 12 months.

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Competing interests

The authors declare no competing or financial interests.

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