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Sunday, September 1, 2024

Cholesterol

From Wikipedia, the free encyclopedia

Cholesterol is the principal sterol of all higher animals, distributed in body tissues, especially the brain and spinal cord, and in animal fats and oils.

Cholesterol is biosynthesized by all animal cells and is an essential structural component of animal cell membranes. In vertebrates, hepatic cells typically produce the greatest amounts. In the brain, astrocytes produce cholesterol and transport it to neurons. It is absent among prokaryotes (bacteria and archaea), although there are some exceptions, such as Mycoplasma, which require cholesterol for growth. Cholesterol also serves as a precursor for the biosynthesis of steroid hormones, bile acid and vitamin D.

Elevated levels of cholesterol in the blood, especially when bound to low-density lipoprotein (LDL, often referred to as "bad cholesterol"), may increase the risk of cardiovascular disease.

François Poulletier de la Salle first identified cholesterol in solid form in gallstones in 1769. In 1815, chemist Michel Eugène Chevreul named the compound "cholesterine".

Etymology

The word cholesterol comes from Ancient Greek chole- 'bile' and stereos 'solid', followed by the chemical suffix -ol for an alcohol.

Physiology

Cholesterol is essential for all animal life. While most cells are capable of synthesizing it, the majority of cholesterol is ingested or synthesized by hepatocytes and transported in the blood to peripheral cells. The levels of cholesterol in peripheral tissues is dictated by a balance of uptake and export. Under normal conditions, brain cholesterol is separate from peripheral cholesterol, i.e., the dietary and hepatic cholesterol do not cross the blood brain barrier. Rather, astrocytes produce and distribute cholesterol in the brain.

De novo synthesis, both in astrocytes and hepatocytes, occurs by a complex 37-step process. This begins with the mevalonate or HMG-CoA reductase pathway, the target of statin drugs, which encompasses the first 18 steps. This is followed by 19 additional steps to convert the resulting lanosterol into cholesterol. A human male weighing 68 kg (150 lb) normally synthesizes about 1 gram (1,000 mg) of cholesterol per day, and his body contains about 35 g, mostly contained within the cell membranes.

Typical daily cholesterol dietary intake for a man in the United States is 307 mg. Most ingested cholesterol is esterified, which causes it to be poorly absorbed by the gut. The body also compensates for absorption of ingested cholesterol by reducing its own cholesterol synthesis. For these reasons, cholesterol in food, seven to ten hours after ingestion, has little, if any effect on concentrations of cholesterol in the blood. Surprisingly, in rats, blood cholesterol is inversely correlated with cholesterol consumption. The more cholesterol a rat eats the lower the blood cholesterol. During the first seven hours after ingestion of cholesterol, as absorbed fats are being distributed around the body within extracellular water by the various lipoproteins (which transport all fats in the water outside cells), the concentrations increase.

Plants make cholesterol in very small amounts. In larger quantities they produce phytosterols, chemically similar substances which can compete with cholesterol for reabsorption in the intestinal tract, thus potentially reducing cholesterol reabsorption. When intestinal lining cells absorb phytosterols, in place of cholesterol, they usually excrete the phytosterol molecules back into the GI tract, an important protective mechanism. The intake of naturally occurring phytosterols, which encompass plant sterols and stanols, ranges between ≈200–300 mg/day depending on eating habits. Specially designed vegetarian experimental diets have been produced yielding upwards of 700 mg/day.

Function

Membranes

Cholesterol is present in varying degrees in all animal cell membranes, but is absent in prokaryotes. It is required to build and maintain membranes and modulates membrane fluidity over the range of physiological temperatures. The hydroxyl group of each cholesterol molecule interacts with water molecules surrounding the membrane, as do the polar heads of the membrane phospholipids and sphingolipids, while the bulky steroid and the hydrocarbon chain are embedded in the membrane, alongside the nonpolar fatty-acid chain of the other lipids. Through the interaction with the phospholipid fatty-acid chains, cholesterol increases membrane packing, which both alters membrane fluidity and maintains membrane integrity so that animal cells do not need to build cell walls (like plants and most bacteria). The membrane remains stable and durable without being rigid, allowing animal cells to change shape and animals to move.

The structure of the tetracyclic ring of cholesterol contributes to the fluidity of the cell membrane, as the molecule is in a trans conformation making all but the side chain of cholesterol rigid and planar. In this structural role, cholesterol also reduces the permeability of the plasma membrane to neutral solutes, hydrogen ions, and sodium ions.

Substrate presentation

Cholesterol regulates the biological process of substrate presentation and the enzymes that use substrate presentation as a mechanism of their activation. Phospholipase D2 (PLD2) is a well-defined example of an enzyme activated by substrate presentation. The enzyme is palmitoylated causing the enzyme to traffic to cholesterol dependent lipid domains sometimes called "lipid rafts". The substrate of phospholipase D is phosphatidylcholine (PC) which is unsaturated and is of low abundance in lipid rafts. PC localizes to the disordered region of the cell along with the polyunsaturated lipid phosphatidylinositol 4,5-bisphosphate (PIP2). PLD2 has a PIP2 binding domain. When PIP2 concentration in the membrane increases, PLD2 leaves the cholesterol-dependent domains and binds to PIP2 where it then gains access to its substrate PC and commences catalysis based on substrate presentation.

Substrate presentation; PLD (blue oval) is sequestered into cholesterol-dependent lipid domains (green lipids) by palmitoylation. PLD also binds PIP2(red hexagon) domains (grey shading) located in the disordered region of the cell with phosphatidylcholine (PC). When cholesterol decreases or PIP2 increases in the cell, PLD translocates to PIP2 where it is exposed to and hydrolizes PC to phosphatidic acid (red spherical lipid).

Signaling

Cholesterol is also implicated in cell signaling processes, assisting in the formation of lipid rafts in the plasma membrane, which brings receptor proteins in close proximity with high concentrations of second messenger molecules. In multiple layers, cholesterol and phospholipids, both electrical insulators, can facilitate speed of transmission of electrical impulses along nerve tissue. For many neuron fibers, a myelin sheath, rich in cholesterol since it is derived from compacted layers of Schwann cell or oligodendrocyte membranes, provides insulation for more efficient conduction of impulses. Demyelination (loss of myelin) is believed to be part of the basis for multiple sclerosis.

Cholesterol binds to and affects the gating of a number of ion channels such as the nicotinic acetylcholine receptor, GABAA receptor, and the inward-rectifier potassium channel. Cholesterol also activates the estrogen-related receptor alpha (ERRα), and may be the endogenous ligand for the receptor. The constitutively active nature of the receptor may be explained by the fact that cholesterol is ubiquitous in the body. Inhibition of ERRα signaling by reduction of cholesterol production has been identified as a key mediator of the effects of statins and bisphosphonates on bone, muscle, and macrophages. On the basis of these findings, it has been suggested that the ERRα should be de-orphanized and classified as a receptor for cholesterol.

As a chemical precursor

Within cells, cholesterol is also a precursor molecule for several biochemical pathways. For example, it is the precursor molecule for the synthesis of vitamin D in the calcium metabolism and all steroid hormones, including the adrenal gland hormones cortisol and aldosterone, as well as the sex hormones progesterone, estrogens, and testosterone, and their derivatives.

Epidermis

The stratum corneum is the outermost layer of the epidermis. It is composed of terminally differentiated and enucleated corneocytes that reside within a lipid matrix, like "bricks and mortar." Together with ceramides and free fatty acids, cholesterol forms the lipid mortar, a water-impermeable barrier that prevents evaporative water loss. As a rule of thumb, the epidermal lipid matrix is composed of an equimolar mixture of ceramides (≈50% by weight), cholesterol (≈25% by weight), and free fatty acids (≈15% by weight), with smaller quantities of other lipids also being present. Cholesterol sulfate reaches its highest concentration in the granular layer of the epidermis. Steroid sulfate sulfatase then decreases its concentration in the stratum corneum, the outermost layer of the epidermis. The relative abundance of cholesterol sulfate in the epidermis varies across different body sites with the heel of the foot having the lowest concentration.

Metabolism

Cholesterol is recycled in the body. The liver excretes cholesterol into biliary fluids, which are then stored in the gallbladder, which then excretes them in a non-esterified form (via bile) into the digestive tract. Typically, about 50% of the excreted cholesterol is reabsorbed by the small intestine back into the bloodstream.

Biosynthesis and regulation

Biosynthesis

Almost all animal tissues synthesize cholesterol from acetyl-CoA. All animal cells (exceptions exist within the invertebrates) manufacture cholesterol, for both membrane structure and other uses, with relative production rates varying by cell type and organ function. About 80% of total daily cholesterol production occurs in the liver and the intestines; other sites of higher synthesis rates include the brain, the adrenal glands, and the reproductive organs.

Synthesis within the body starts with the mevalonate pathway where two molecules of acetyl CoA condense to form acetoacetyl-CoA. This is followed by a second condensation between acetyl CoA and acetoacetyl-CoA to form 3-hydroxy-3-methylglutaryl CoA (HMG-CoA).

This molecule is then reduced to mevalonate by the enzyme HMG-CoA reductase. Production of mevalonate is the rate-limiting and irreversible step in cholesterol synthesis and is the site of action for statins (a class of cholesterol-lowering drugs).

Mevalonate is finally converted to isopentenyl pyrophosphate (IPP) through two phosphorylation steps and one decarboxylation step that requires ATP.

Three molecules of isopentenyl pyrophosphate condense to form farnesyl pyrophosphate through the action of geranyl transferase.

Two molecules of farnesyl pyrophosphate then condense to form squalene by the action of squalene synthase in the endoplasmic reticulum.

Oxidosqualene cyclase then cyclizes squalene to form lanosterol.

Finally, lanosterol is converted to cholesterol via either of two pathways, the Bloch pathway, or the Kandutsch-Russell pathway. The final 19 steps to cholesterol contain NADPH and oxygen to help oxidize methyl groups for removal of carbons, mutases to move alkene groups, and NADH to help reduce ketones.

Konrad Bloch and Feodor Lynen shared the Nobel Prize in Physiology or Medicine in 1964 for their discoveries concerning some of the mechanisms and methods of regulation of cholesterol and fatty acid metabolism.

Regulation of cholesterol synthesis

Biosynthesis of cholesterol is directly regulated by the cholesterol levels present, though the homeostatic mechanisms involved are only partly understood. A higher intake of food leads to a net decrease in endogenous production, whereas a lower intake of food has the opposite effect. The main regulatory mechanism is the sensing of intracellular cholesterol in the endoplasmic reticulum by the protein SREBP (sterol regulatory element-binding protein 1 and 2). In the presence of cholesterol, SREBP is bound to two other proteins: SCAP (SREBP cleavage-activating protein) and INSIG-1. When cholesterol levels fall, INSIG-1 dissociates from the SREBP-SCAP complex, which allows the complex to migrate to the Golgi apparatus. Here SREBP is cleaved by S1P and S2P (site-1 protease and site-2 protease), two enzymes that are activated by SCAP when cholesterol levels are low.

The cleaved SREBP then migrates to the nucleus and acts as a transcription factor to bind to the sterol regulatory element (SRE), which stimulates the transcription of many genes. Among these are the low-density lipoprotein (LDL) receptor and HMG-CoA reductase. The LDL receptor scavenges circulating LDL from the bloodstream, whereas HMG-CoA reductase leads to an increase in endogenous production of cholesterol. A large part of this signaling pathway was clarified by Dr. Michael S. Brown and Dr. Joseph L. Goldstein in the 1970s. In 1985, they received the Nobel Prize in Physiology or Medicine for their work. Their subsequent work shows how the SREBP pathway regulates the expression of many genes that control lipid formation and metabolism and body fuel allocation.

Cholesterol synthesis can also be turned off when cholesterol levels are high. HMG-CoA reductase contains both a cytosolic domain (responsible for its catalytic function) and a membrane domain. The membrane domain senses signals for its degradation. Increasing concentrations of cholesterol (and other sterols) cause a change in this domain's oligomerization state, which makes it more susceptible to destruction by the proteasome. This enzyme's activity can also be reduced by phosphorylation by an AMP-activated protein kinase. Because this kinase is activated by AMP, which is produced when ATP is hydrolyzed, it follows that cholesterol synthesis is halted when ATP levels are low.

Plasma transport and regulation of absorption

Lipid logistics: transport of triglycerides and cholesterol in organisms in form of lipoproteins as chylomicrons, VLDL, LDL, IDL, HDL.

As an isolated molecule, cholesterol is only minimally soluble in water, or hydrophilic. Because of this, it dissolves in blood at exceedingly small concentrations. To be transported effectively, cholesterol is instead packaged within lipoproteins, complex discoidal particles with exterior amphiphilic proteins and lipids, whose outward-facing surfaces are water-soluble and inward-facing surfaces are lipid-soluble. This allows it to travel through the blood via emulsification. Unbound cholesterol, being amphipathic, is transported in the monolayer surface of the lipoprotein particle along with phospholipids and proteins. Cholesterol esters bound to fatty acid, on the other hand, are transported within the fatty hydrophobic core of the lipoprotein, along with triglyceride.

There are several types of lipoproteins in the blood. In order of increasing density, they are chylomicrons, very-low-density lipoprotein (VLDL), intermediate-density lipoprotein (IDL), low-density lipoprotein (LDL), and high-density lipoprotein (HDL). Lower protein/lipid ratios make for less dense lipoproteins. Cholesterol within different lipoproteins is identical, although some is carried as its native "free" alcohol form (the cholesterol-OH group facing the water surrounding the particles), while others as fatty acyl esters, known also as cholesterol esters, within the particles.

Lipoprotein particles are organized by complex apolipoproteins, typically 80–100 different proteins per particle, which can be recognized and bound by specific receptors on cell membranes, directing their lipid payload into specific cells and tissues currently ingesting these fat transport particles. These surface receptors serve as unique molecular signatures, which then help determine fat distribution delivery throughout the body.

Chylomicrons, the least dense cholesterol transport particles, contain apolipoprotein B-48, apolipoprotein C, and apolipoprotein E (the principal cholesterol carrier in the brain) in their shells. Chylomicrons carry fats from the intestine to muscle and other tissues in need of fatty acids for energy or fat production. Unused cholesterol remains in more cholesterol-rich chylomicron remnants, and taken up from here to the bloodstream by the liver.

VLDL particles are produced by the liver from triacylglycerol and cholesterol which was not used in the synthesis of bile acids. These particles contain apolipoprotein B100 and apolipoprotein E in their shells, and can be degraded by lipoprotein lipase on the artery wall to IDL. This arterial wall cleavage allows absorption of triacylglycerol and increases the concentration of circulating cholesterol. IDL particles are then consumed in two processes: half is metabolized by HTGL and taken up by the LDL receptor on the liver cell surfaces, while the other half continues to lose triacylglycerols in the bloodstream until they become cholesterol-laden LDL particles.

LDL particles are the major blood cholesterol carriers. Each one contains approximately 1,500 molecules of cholesterol ester. LDL particle shells contain just one molecule of apolipoprotein B100, recognized by LDL receptors in peripheral tissues. Upon binding of apolipoprotein B100, many LDL receptors concentrate in clathrin-coated pits. Both LDL and its receptor form vesicles within a cell via endocytosis. These vesicles then fuse with a lysosome, where the lysosomal acid lipase enzyme hydrolyzes the cholesterol esters. The cholesterol can then be used for membrane biosynthesis or esterified and stored within the cell, so as to not interfere with the cell membranes.

LDL receptors are used up during cholesterol absorption, and its synthesis is regulated by SREBP, the same protein that controls the synthesis of cholesterol de novo, according to its presence inside the cell. A cell with abundant cholesterol will have its LDL receptor synthesis blocked, to prevent new cholesterol in LDL particles from being taken up. Conversely, LDL receptor synthesis proceeds when a cell is deficient in cholesterol.

When this process becomes unregulated, LDL particles without receptors begin to appear in the blood. These LDL particles are oxidized and taken up by macrophages, which become engorged and form foam cells. These foam cells often become trapped in the walls of blood vessels and contribute to atherosclerotic plaque formation. Differences in cholesterol homeostasis affect the development of early atherosclerosis (carotid intima-media thickness). These plaques are the main causes of heart attacks, strokes, and other serious medical problems, leading to the association of so-called LDL cholesterol (actually a lipoprotein) with "bad" cholesterol.

HDL particles are thought to transport cholesterol back to the liver, either for excretion or for other tissues that synthesize hormones, in a process known as reverse cholesterol transport (RCT). Large numbers of HDL particles correlates with better health outcomes, whereas low numbers of HDL particles is associated with atheromatous disease progression in the arteries.

Metabolism, recycling and excretion

Cholesterol is susceptible to oxidation and easily forms oxygenated derivatives called oxysterols. Three different mechanisms can form these: autoxidation, secondary oxidation to lipid peroxidation, and cholesterol-metabolizing enzyme oxidation. A great interest in oxysterols arose when they were shown to exert inhibitory actions on cholesterol biosynthesis. This finding became known as the "oxysterol hypothesis". Additional roles for oxysterols in human physiology include their participation in bile acid biosynthesis, function as transport forms of cholesterol, and regulation of gene transcription.

In biochemical experiments radiolabelled forms of cholesterol, such as tritiated-cholesterol are used. These derivatives undergo degradation upon storage and it is essential to purify cholesterol prior to use. Cholesterol can be purified using small Sephadex LH-20 columns.

Cholesterol is oxidized by the liver into a variety of bile acids. These, in turn, are conjugated with glycine, taurine, glucuronic acid, or sulfate. A mixture of conjugated and nonconjugated bile acids, along with cholesterol itself, is excreted from the liver into the bile. Approximately 95% of the bile acids are reabsorbed from the intestines, and the remainder are lost in the feces. The excretion and reabsorption of bile acids forms the basis of the enterohepatic circulation, which is essential for the digestion and absorption of dietary fats. Under certain circumstances, when more concentrated, as in the gallbladder, cholesterol crystallises and is the major constituent of most gallstones (lecithin and bilirubin gallstones also occur, but less frequently). Every day, up to 1 g of cholesterol enters the colon. This cholesterol originates from the diet, bile, and desquamated intestinal cells, and can be metabolized by the colonic bacteria. Cholesterol is converted mainly into coprostanol, a nonabsorbable sterol that is excreted in the feces.

Although cholesterol is a steroid generally associated with mammals, the human pathogen Mycobacterium tuberculosis is able to completely degrade this molecule and contains a large number of genes that are regulated by its presence. Many of these cholesterol-regulated genes are homologues of fatty acid β-oxidation genes, but have evolved in such a way as to bind large steroid substrates like cholesterol.

Dietary sources

Animal fats are complex mixtures of triglycerides, with lesser amounts of both the phospholipids and cholesterol molecules from which all animal (and human) cell membranes are constructed. Since all animal cells manufacture cholesterol, all animal-based foods contain cholesterol in varying amounts. Major dietary sources of cholesterol include red meat, egg yolks and whole eggs, liver, kidney, giblets, fish oil, and butter. Human breast milk also contains significant quantities of cholesterol.

Plant cells synthesize cholesterol as a precursor for other compounds, such as phytosterols and steroidal glycoalkaloids, with cholesterol remaining in plant foods only in minor amounts or absent. Some plant foods, such as avocado, flax seeds and peanuts, contain phytosterols, which compete with cholesterol for absorption in the intestines, and reduce the absorption of both dietary and bile cholesterol. A typical diet contributes on the order of 0.2 gram of phytosterols, which is not enough to have a significant impact on blocking cholesterol absorption. Phytosterols intake can be supplemented through the use of phytosterol-containing functional foods or dietary supplements that are recognized as having potential to reduce levels of LDL-cholesterol.

Medical guidelines and recommendations

In 2015, the scientific advisory panel of U.S. Department of Health and Human Services and U.S. Department of Agriculture for the 2015 iteration of the Dietary Guidelines for Americans dropped the previously recommended limit of consumption of dietary cholesterol to 300 mg per day with a new recommendation to "eat as little dietary cholesterol as possible" and acknowledging an association between a diet low in cholesterol and reduced risk of cardiovascular disease.

A 2013 report by the American Heart Association and the American College of Cardiology recommended focusing on healthy dietary patterns rather than specific cholesterol limits, as they are hard for clinicians and consumers to implement. They recommend the DASH and Mediterranean diet, which are low in cholesterol. A 2017 review by the American Heart Association recommends switching saturated fats for polyunsaturated fats to reduce cardiovascular disease risk.

Some supplemental guidelines have recommended doses of phytosterols in the 1.6–3.0 grams per day range (Health Canada, EFSA, ATP III, FDA). A meta-analysis demonstrated a 12% reduction in LDL-cholesterol at a mean dose of 2.1 grams per day. The benefits of a diet supplemented with phytosterols have also been questioned.

Clinical significance

Hypercholesterolemia

Cholesterolemia and mortality for men and women <50 years and >60 years

According to the lipid hypothesis, elevated levels of cholesterol in the blood lead to atherosclerosis which may increase the risk of heart attack, stroke, and peripheral artery disease. Since higher blood LDL – especially higher LDL concentrations and smaller LDL particle size – contributes to this process more than the cholesterol content of the HDL particles, LDL particles are often termed "bad cholesterol". High concentrations of functional HDL, which can remove cholesterol from cells and atheromas, offer protection and are commonly referred to as "good cholesterol". These balances are mostly genetically determined, but can be changed by body composition, medications, diet, and other factors. A 2007 study demonstrated that blood total cholesterol levels have an exponential effect on cardiovascular and total mortality, with the association more pronounced in younger subjects. Because cardiovascular disease is relatively rare in the younger population, the impact of high cholesterol on health is larger in older people.

Elevated levels of the lipoprotein fractions, LDL, IDL and VLDL, rather than the total cholesterol level, correlate with the extent and progress of atherosclerosis. Conversely, the total cholesterol can be within normal limits, yet be made up primarily of small LDL and small HDL particles, under which conditions atheroma growth rates are high. A post hoc analysis of the IDEAL and the EPIC prospective studies found an association between high levels of HDL cholesterol (adjusted for apolipoprotein A-I and apolipoprotein B) and increased risk of cardiovascular disease, casting doubt on the cardioprotective role of "good cholesterol".

About one in 250 individuals can have a genetic mutation for the LDL cholesterol receptor that causes them to have familial hypercholesterolemia. Inherited high cholesterol can also include genetic mutations in the PCSK9 gene and the gene for apolipoprotein B.

Elevated cholesterol levels are treatable by a diet that reduces or eliminates saturated fat, trans fats, and high cholesterol foods, often followed by one of various hypolipidemic agents, such as statins, fibrates, cholesterol absorption inhibitors, monoclonal antibody therapy (PCSK9 inhibitors), nicotinic acid derivatives or bile acid sequestrants. There are several international guidelines on the treatment of hypercholesterolemia.

Human trials using HMG-CoA reductase inhibitors, known as statins, have repeatedly confirmed that changing lipoprotein transport patterns from unhealthy to healthier patterns significantly lowers cardiovascular disease event rates, even for people with cholesterol values currently considered low for adults. Studies have shown that reducing LDL cholesterol levels by about 38.7 mg/dL with the use of statins can reduce cardiovascular disease and stroke risk by about 21%. Studies have also found that statins reduce atheroma progression. As a result, people with a history of cardiovascular disease may derive benefit from statins irrespective of their cholesterol levels (total cholesterol below 5.0 mmol/L [193 mg/dL]), and in men without cardiovascular disease, there is benefit from lowering abnormally high cholesterol levels ("primary prevention"). Primary prevention in women was originally practiced only by extension of the findings in studies on men, since, in women, none of the large statin trials conducted prior to 2007 demonstrated a significant reduction in overall mortality or in cardiovascular endpoints. Meta-analyses have demonstrated significant reductions in all-cause and cardiovascular mortality, without significant heterogeneity by sex.

Risk for heart disease
Level Interpretation
mg/dL mmol/L
< 200 < 5.2 Desirable level
(lower risk)
200–240 5.2–6.2 Borderline high risk
> 240 > 6.2 High risk

The 1987 report of National Cholesterol Education Program, Adult Treatment Panels suggests the total blood cholesterol level should be: < 200 mg/dL normal blood cholesterol, 200–239 mg/dL borderline-high, > 240 mg/dL high cholesterol. The American Heart Association provides a similar set of guidelines for total (fasting) blood cholesterol levels and risk for heart disease: Statins are effective in lowering LDL cholesterol and widely used for primary prevention in people at high risk of cardiovascular disease, as well as in secondary prevention for those who have developed cardiovascular disease. The average global mean total Cholesterol for humans has remained at about 4.6 mmol/L (178 mg/dL) for men and women, both crude and age standardized, for nearly 40 years from 1980 to 2018, with some regional variations and reduction of total Cholesterol in Western nations.

More current testing methods determine LDL ("bad") and HDL ("good") cholesterol separately, allowing cholesterol analysis to be more nuanced. The desirable LDL level is considered to be less than 100 mg/dL (2.6 mmol/L).

Reference ranges for blood tests, showing usual, as well as optimal, levels of HDL, LDL, and total cholesterol in mass and molar concentrations, is found in orange color at right, that is, among the blood constituents with the highest concentration.

Total cholesterol is defined as the sum of HDL, LDL, and VLDL. Usually, only the total, HDL, and triglycerides are measured. For cost reasons, the VLDL is usually estimated as one-fifth of the triglycerides and the LDL is estimated using the Friedewald formula (or a variant): estimated LDL = [total cholesterol] − [total HDL] − [estimated VLDL]. Direct LDL measures are used when triglycerides exceed 400 mg/dL. The estimated VLDL and LDL have more error when triglycerides are above 400 mg/dL.

In the Framingham Heart Study, each 10 mg/dL (0.6 mmol/L) increase in total cholesterol levels increased 30-year overall mortality by 5% and CVD mortality by 9%. While subjects over the age of 50 had an 11% increase in overall mortality, and a 14% increase in cardiovascular disease mortality per 1 mg/dL (0.06 mmol/L) year drop in total cholesterol levels. The researchers attributed this phenomenon to a different correlation, whereby the disease itself increases risk of death, as well as changes a myriad of factors, such as weight loss and the inability to eat, which lower serum cholesterol. This effect was also shown in men of all ages and women over 50 in the Vorarlberg Health Monitoring and Promotion Programme. These groups were more likely to die of cancer, liver diseases, and mental diseases with very low total cholesterol, of 186 mg/dL (10.3 mmol/L) and lower. This result indicates the low-cholesterol effect occurs even among younger respondents, contradicting the previous assessment among cohorts of older people that this is a marker for frailty occurring with age.

Hypocholesterolemia

Abnormally low levels of cholesterol are termed hypocholesterolemia. Research into the causes of this state is relatively limited, but some studies suggest a link with depression, cancer, and cerebral hemorrhage. In general, the low cholesterol levels seem to be a consequence, rather than a cause, of an underlying illness. A genetic defect in cholesterol synthesis causes Smith–Lemli–Opitz syndrome, which is often associated with low plasma cholesterol levels. Hyperthyroidism, or any other endocrine disturbance which causes upregulation of the LDL receptor, may result in hypocholesterolemia.

Testing

The American Heart Association recommends testing cholesterol every 4–6 years for people aged 20 years or older. A separate set of American Heart Association guidelines issued in 2013 indicates that people taking statin medications should have their cholesterol tested 4–12 weeks after their first dose and then every 3–12 months thereafter. For men ages 45 to 65 and women ages 55 to 65, a cholesterol test should occur every 1–2 years, and for seniors over age 65, an annual test should be performed.

A blood sample after 12-hours of fasting is taken by a healthcare professional from an arm vein to measure a lipid profile for a) total cholesterol, b) HDL cholesterol, c) LDL cholesterol, and d) triglycerides. Results may be expressed as "calculated", indicating a calculation of total cholesterol, HDL, and triglycerides.

Cholesterol is tested to determine for "normal" or "desirable" levels if a person has a total cholesterol of 5.2 mmol/L or less (200 mg/dL), an HDL value of more than 1 mmol/L (40 mg/dL, "the higher, the better"), an LDL value of less than 2.6 mmol/L (100 mg/dL), and a triglycerides level of less than 1.7 mmol/L (150 mg/dL). Blood cholesterol in people with lifestyle, aging, or cardiovascular risk factors, such as diabetes mellitus, hypertension, family history of coronary artery disease, or angina, are evaluated at different levels.
 

The interactive pathway map can be edited at WikiPathways: "Statin_Pathway_WP430".

Cholesteric liquid crystals

Some cholesterol derivatives (among other simple cholesteric lipids) are known to generate the liquid crystalline "cholesteric phase". The cholesteric phase is, in fact, a chiral nematic phase, and it changes colour when its temperature changes. This makes cholesterol derivatives useful for indicating temperature in liquid-crystal display thermometers and in temperature-sensitive paints.

Stereoisomers

Natural cholesterol (top) and ent-cholesterol (bottom)

Cholesterol has 256 stereoisomers that arise from its eight stereocenters, although only two of the stereoisomers have biochemical significance (nat-cholesterol and ent-cholesterol, for natural and enantiomer, respectively), and only one occurs naturally (nat-cholesterol).

Bioconjugation

From Wikipedia, the free encyclopedia

Bioconjugation is a chemical strategy to form a stable covalent link between two molecules, at least one of which is a biomolecule.

Overview

Function

Recent advances in the understanding of biomolecules enabled their application to numerous fields like medicine, diagnostics, biocatalysis and materials. Synthetically modified biomolecules can have diverse functionalities, such as tracking cellular events, revealing enzyme function, determining protein biodistribution, imaging specific biomarkers, and delivering drugs to targeted cells. Bioconjugation is a crucial strategy that links these modified biomolecules with different substrates. Besides applications in biomedical research, bioconjugation has recently also gained importance in nanotechnology such as bioconjugated quantum dots.

Types of Conjugated Molecules

The most common types of bioconjugation include coupling of a small molecule (such as biotin or a fluorescent dye) to a protein. Antibody-drug conjugates such as Brentuximab vedotin and Gemtuzumab ozogamicin are examples falling into this category.

Protein-protein conjugations, such as the coupling of an antibody to an enzyme, or the linkage of protein complexes, is also facilitated via bioconjugations.

Other less common molecules used in bioconjugation are oligosaccharides, nucleic acids, synthetic polymers such as polyethylene glycol, and carbon nanotubes.

Common Bioconjugation Reactions

Synthesis of bioconjugates involves a variety of challenges, ranging from the simple and nonspecific use of a fluorescent dye marker to the complex design of antibody drug conjugates. Various bioconjugation reactions have been developed to chemically modify proteins. Common types of bioconjugation reactions on proteins are coupling of lysine, cysteine, and tyrosine amino acid residues, as well as modification of tryptophan residues and of the N- and C- terminus.

However, these reactions often lack chemoselectivity and efficiency, because they depend on the presence of native amino acids, which are present in large quantities that hinder selectivity. There is an increasing need for chemical strategies that can effectively attach synthetic molecules site specifically to proteins. One strategy is to first install a unique functional group onto a protein, and then a bioorthogonal reaction is used to couple a biomolecule with this unique functional group. The bioorthogonal reactions targeting non-native functional groups are widely used in bioconjugation chemistry. Some important reactions are modification of ketone and aldehydes, Staudinger ligation with organic azides, copper-catalyzed Huisgen cycloaddition of azides, and strain promoted Huisgen cycloaddition of azides.

On Natural Amino Acids

Reactions of lysines

The nucleophilic lysine residue is commonly targeted site in protein bioconjugation, typically through amine-reactive N-hydroxysuccinimidyl (NHS) esters. To obtain optimal number of deprotonated lysine residues, the pH of the aqueous solution must be below the pKa of the lysine ammonium group, which is around 10.5, so the typical pH of the reaction is about 8 and 9. The common reagent for the coupling reaction is NHS-ester (shown in the first reaction below in Figure 1), which reacts with nucleophilic lysine through a lysine acylation mechanism. Other similar reagents are isocyanates and isothiocyanates that undergo a similar mechanism (shown in the second and third reactions in Figure 1 below). Benzoyl fluorides (shown in the last reaction below in Figure 1), which allows for lysine modification of proteins under mild conditions (low temperature, physiological pH), were recently proposed as an alternative to classically used lysine specific reagents.

Figure 1. Bioconjugation strategies for lysine residues.png

Reactions of cysteines

Because free cysteine rarely occurs on protein surface, it is an excellent choice for chemoselective modification. Under basic condition, the cysteine residues will be deprotonated to generate a thiolate nucleophile, which will react with soft electrophiles, such as maleimides and iodoacetamides (shown in the first two reactions in Figure 2 below). As a result, a carbon-sulfur bond is formed. Another modification of cysteine residues involves the formation of disulfide bond (shown in the third reaction in Figure 2). The reduced cysteine residues react with exogenous disulfides, generating new a disulfide bond on the protein. An excess of disulfides is often used to drive the reaction, such as 2-thiopyridone and 3-carboxy-4-nitrothiophenol. Electron-deficient alkynes were demonstrated to selectively react with cysteine residues of proteins in the presence of other nucleophilic amino acid residues. Depending on the alkyne substitution, these reactions can produce either cleavable (when alkynone derivatives are used), or hydrolytically stable bioconjugates (when 3-arylpropiolonitriles are used; the last reaction below in Figure 2).

Figure 2. Bioconjugation strategies for cysteine residues.jpg

Reactions of tyrosines

Tyrosine residues are relatively unreactive; therefore they have not been a popular targets for bioconjugation. Recent development has shown that the tyrosine can be modified through electrophilic aromatic substitutions (EAS) reactions, and it is selective for the aromatic carbon adjacent to the phenolic hydroxyl group. This becomes particularly useful in the case that cysteine residues cannot be targeted. Specifically, diazonium effectively couples with tyrosine residues (diazonium salt shown as reagent in the first reaction in Figure 3 below), and an electron withdrawing substituent in the 4-position of diazonium salt can effectively increase the efficiency of the reaction. Cyclic diazodicarboxyamide derivative like 4-Phenyl-1,2,4-triazole-3,5-dione (PTAD) were reported for selective bioconjugation on tyrosine residues (the second reaction in Figure 3 below). A three-component Mannich-type reaction with aldehydes and anilines (the last reaction in Figure 3) was also described to be relatively tyrosine-selective under mild optimised reaction conditions.

Figure 3. Bioconjugation strategies for tyrosine residues

Reactions of N- and C- termini

Since natural amino acid residues are usually present in large quantities, it is often difficult to modify one single site. Strategies targeting the termini of protein have been developed, because they greatly enhanced the site selectivity of protein modification. One of the N- termini modifications involves the functionalization of the terminal amino acid. The oxidation of N-terminal serine and threonine residues are able to generate N-terminal aldehyde, which can undergo further bioorthogonal reactions (shown in the first reaction in Figure 4). Another type of modification involves the condensation of N-terminal cysteine with aldehyde, generating thiazolidine that is stable at high pH (second reaction in Figure 4). Using pyridoxal phosphate (PLP), several N-terminal amino acids can undergo transamination to yield N-terminal aldehyde, such as glycine and aspartic acid (third reaction in Figure 4).

Figure 4. Bioconjugation strategies for N-terminus.jpg

An example of C-termini modification is the native chemical ligation (NCL), which is the coupling between a C-terminal thioester and a N-terminal cysteine (Figure 5).

Figure 5. Bioconjugation strategies for C-terminus.jpg

Bioorthogonal Reactions: On Unique Functional Groups

Modification of ketones and aldehydes

A ketone or aldehyde can be attached to a protein through the oxidation of N-terminal serine residues or transamination with PLP. Additionally, they can be introduced by incorporating unnatural amino acids via the Tirrell method or Schultz method. They will then selectively condense with an alkoxyamine and a hydrazine, producing oxime and hydrazone derivatives (shown in the first and second reactions, respectively, in Figure 6). This reaction is highly chemoselective in terms of protein bioconjugation, but the reaction rate is slow. The mechanistic studies show that the rate determining step is the dehydration of tetrahedral intermediate, so a mild acidic solution is often employed to accelerate the dehydration step.

Figure 6. Bioconjugation strategies for targeting ketones and aldehydes.jpg

The introduction of nucleophilic catalyst can significantly enhance reaction rate (shown in Figure 7). For example, using aniline as a nucleophilic catalyst, a less populated protonated carbonyl becomes a highly populated protonated Schiff base. In other words, it generates a high concentration of reactive electrophile. The oxime ligation can then occur readily, and it has been reported that the rate increased up to 400 times under mild acidic condition. The key of this catalyst is that it can generate a reactive electrophile without competing with desired product.

Figure 7. Nucleophilic catalysis of oxime ligation.jpg

Recent developments that exploit proximal functional groups have enabled hydrazone condensations to operate at 20 M−1s−1 at neutral pH while oxime condensations have been discovered which proceed at 500-10000 M−1s−1 at neutral pH without added catalysts.

Staudinger ligation with azides

The Staudinger ligation of azides and phosphine has been used extensively in field of chemical biology. Because it is able to form a stable amide bond in living cells and animals, it has been applied to modification of cell membrane, in vivo imaging, and other bioconjugation studies.


Figure 8. Staudinger Ligation with Azides.jpg

Contrasting with the classic Staudinger reaction, Staudinger ligation is a second order reaction in which the rate-limiting step is the formation of phosphazide (specific reaction mechanism shown in Figure 9). The triphenylphosphine first reacts with the azide to yield an azaylide through a four-membered ring transition state, and then an intramolecular reaction leads to the iminophosphorane intermediate, which will then give the amide-linkage under hydrolysis.

Figure 9. Mechanism of Staudinger Ligation.jpg

Huisgen cyclization of azides

Copper catalyzed Huisgen cyclization of azides

Azide has become a popular target for chemoselective protein modification, because they are small in size and have a favorable thermodynamic reaction potential. One such azide reactions is the [3+2] cycloaddition reaction with alkyne, but the reaction requires high temperature and often gives mixtures of regioisomers.

Figure 10. Copper-catalyzed cyclization of Azides.jpg

An improved reaction developed by chemist Karl Barry Sharpless involves the copper (I) catalyst, which couples azide with terminal alkyne that only give 1,4 substituted 1,2,3 triazoles in high yields (shown below in Figure 11). The mechanistic study suggests a stepwise reaction. The Cu (I) first couples with acetylenes, and then it reacts with azide to generate a six-membered intermediate. The process is very robust that it occurs at pH ranging from 4 to 12, and copper (II) sulfate is often used as a catalyst in the presence of a reducing agent.

Figure 11. Mechanism for Copper-catalyzed cyclization of Azides.jpg

Strain promoted Huisgen cyclization of azides

Even though Staudinger ligation is a suitable bioconjugation in living cells without major toxicity, the phosphine's sensitivity to air oxidation and its poor solubility in water significantly hinder its efficiency. The copper(I) catalyzed azide-alkyne coupling has reasonable reaction rate and efficiency under physiological conditions, but copper poses significant toxicity and sometimes interferes with protein functions in living cells. In 2004, chemist Carolyn R. Bertozzi's lab developed a metal free [3+2] cycloaddition using strained cyclooctyne and azide. Cyclooctyne, which is the smallest stable cycloalkyne, can couple with azide through [3+2] cycloaddition, leading to two regioisomeric triazoles (Figure 12). The reaction occurs readily at room temperature and therefore can be used to effectively modify living cells without negative effects. It has also been reported that the installation of fluorine substituents on a cyclic alkyne can greatly accelerate the reaction rate.

Figure 12. Strain promoted cycloaddition of azides and cyclooctynes.jpg

Transition Metal-Mediated Bioconjugation Reactions

Transition metal-based bioconjugation had been challenging due to the nature of biological conditions – aqueous solution, room temperature, mild pH, and low substrate concentrations – which are generally challenging for organometallic reactions. However, recently, besides copper-catalyzed [3 + 2] azide alkyne cycloaddition reaction, more and more diverse transition metal-mediated chemical transformations have been applied for bioconjugation reactions, introducing olefin metathesis, alkylation, C–H arylation, C–C, C–S, and C–N cross-coupling reactions.

Alkylation

On Natural Amino Acids

  • Rh-catalyzed Trp and Cys alkylation

Using in situ generated RhII-carbenoid by activation of vinyl-substituted diazo compounds with Rh2(OAc)4, tryptophans and cysteines were shown to be selectively alkylated in aqueous media.

However, this method is limited to surface tryptophans and cysteines possibly because of steric constraints.

  • Ir-catalyzed Lys and N-terminus (reductive) alkylation

Imines formed from the condensation of aldehydes with lysines or the N-terminus can be reduced efficient by an water-stable [Cp*Ir(bipy)(H2O)]SO4 complex in the presence of formate ions (serving as the hydride source). The reaction happens readily under physiologically relevant conditions and results in high conversion for various aromatic aldehydes.

  • Pd-catalyzed Tyr O-alkylation

By using a pre-formed electrophilic π-allylpalladium(II) reagent derived from allylic acetate or carbamate precursors, selective allylic alkylation of tyrosines can be achieved in aqueous solution at room temperature and in the presence of cysteines.

  • Au-catalyzed Cys alkylation

Cysteine-containing peptides have been shown to undergo 1,2-addition to allenes in the presence of gold(I) and/or silver(I) salts, producing hydroxyl substituted vinyl thioethers. The reaction with peptides proceeds with high yields and is selective for cysteines over other nucleophilic residues.

However, the reactivity towards proteins is much decreased, potentially due to the coordination of gold to the protein backbone.

Arylation

On Natural Amino Acids

  • Trp arylation

Multiple methods have been reported to achieve tryptophan C–H arylation, where diverse electrophiles such as aryl halides and aryl boronic acids (an example shown below) have been used to transfer the aryl groups.

However, current tryptophan C–H arylation reaction conditions remain relatively harsh, requiring organic solvents, low pH and/or high temperatures.

  • Cys arylation

Free thiols has been considered unfavorable for Pd-mediated reactions due to Pd-catalyst decomposition. However, PdII oxidative addition complexes (OACs) supported by dialkylbiaryl phosphine ligands have shown to work efficiently towards cysteine S-arylation.

The first example is the use of PdII OAC with RuPhos: The PdII complex resulting from the oxidative addition of aryl halides or trifluoromethanesulfonates and using RuPhos as the ligand could chemoselectively modify cysteines in various buffer with 5% organic co-solvent under neutral pH. This method has been shown to modify peptides and proteins, achieve peptide macrocyclization (by using bis-palladium reagent and peptides with two unprotected cysteines) and synthesizing antibody-drug conjugates (ADCs). Changing the ligand to sSPhos supports the PdII complex to be sufficiently water soluble to achieve cysteine S-arylation under cosolvent-free aqueous conditions.

There are other applications of this method where the PdII complexes were generated as PdII-peptide OACs by introducing 4-halophenylalanine into peptides during SPPS to achieve peptide-peptide or peptide-protein ligation.

Alternate to directly oxidative addition to the peptide, the Pd OACs could also be transferred to the protein through amine-selective acylation reaction via NHS ester. The latter has been applied to selectively label surface lysine residues of a protein (forming PdII-protein OACs) and oligonucleotides (forming PdII-oligonucleotide OACs), which could then be linked to cysteine-containing peptides or proteins.

Another example of protein-protein cross-coupling is achieved through converting cysteine residues into an electrophilic S-aryl–Pd–X OAC by utilizing an intramolecular oxidative addition strategy.

  • Lys arylation

Similar to cysteine, lysine N-arylation could be achieved through Pd OACs with different dialkylbiaryl phosphine ligands. Due to weaker nucleophilicity and slower reductive elimination rate compared to cysteine, the selection of supporting ligands is shown to be critical. The bulky BrettPhos and t-BuBrettPhos ligands in conjunction with mildly basic sodium phenoxide have been used as the strategy to functionalize lysines on peptide substrates. The reaction happens in mild conditions and is selective over most other nucleophilic amino acid residues.

On Unnatural Amino Acids

Pd-mediated Sonogashira, Heck, and Suzuki-Miyaura cross-coupling reactions have been applied widely to modify peptides and proteins, where diverse Pd reagents have been developed for the application in aqueous solutions. Those reactions require the protein or peptide substrate bearing unnatural functional groups such as alkyne, aryl halides, and aryl boronic acids, which can be achieved through genetic code expansion or post-translational modifications.

Examples of Applied Bioconjugation Techniques

Growth Factors

Bioconjugation of TGF-β to iron oxide nanoparticles and its activation through magnetic hyperthermia in-vitro has been reported. This was done by using 1-(3-dimethylaminopropyl)ethylcarbodiimide combined with N-Hydroxysuccinimide to form primary amide bonds with the free primary amines on the growth factor. Carbon nanotubes have been successfully used in conjunction with bioconjugation to link TGF-β followed by an activation with near-infrared light. Typically, these reactions have involved the use of a crosslinker, but some of these add molecular space between the compound of interest and base material and in turn causes higher degrees of non-specific binding and unwanted reactivity.

Antibody-oligonucleotide conjugate

Schematic structure of an antibody-oligonucleotide conjugate (AOC)

Antibody-oligonucleotide conjugates or AOCs belong to a class of chimeric molecules combining in their structure two important families of biomolecules: monoclonal antibodies and oligonucleotides.

Combination of exceptional targeting capabilities of monoclonal antibodies with numerous functional modalities of oligonucleotides has been fruitful for a variety of applications with AOC including imaging, detection and targeted therapeutics.

Cell uptake/internalisation still represents the biggest hurdle towards successful ON therapeutics. A straightforward uptake, like for most small-molecule drugs, is hindered by the polyanionic backbone and the molecular size of ONs. Being adapted from the broad and successful class of Antibody-Drug conjugates, antibodies and antibody analogues are more and more used in research in order to overcome hurdles related to delivery and internalisation of ON therapeutics. By exploiting bioconjugation methodology several conjugates have been obtained.

Development of therapeutic AOCs

The first AOC was reported in 1995 where the lysines of a transferrin-antibody were connected using a SMCC bifunctional linker (NHS ester and maleimide moiety) to radiolabelled and cys-bearing ASOs targeting HIV mRNA. Marcin and his colleagues developed a different construct using the same chemistry, but they utilized siRNA instead of an ASO in 2011. In 2013, MYERS and coworkers then unspecifically labelled an anti-CD19 antibody with N-succinimidyl 3-(2-pyridyl-dithio) propionate to form disulphide bonds with cys-modified ASO targeting the mRNA of oncoprotein E2A–PBX1. Ultimately, they could prove in-vivo antitumour effects which in contrast were not obtained with the single entities. In the same timeframe, several antibodies were exploited for ON delivery in combination with nanoparticles and in non-covalent strategies.

Only recently the first examples for a site-selective conjugation between an ON therapeutic and a mAb was published: in 2015 Genentech exploited the SMCC linker to conjugate siRNA to several engineered mAb based on their proprietary Thiomab technology, which allows site-specific introduction of a cysteine into the antibody sequence. They could prove the functionality of both entities in the construct and by screening different antibodies, they validated their importance for an effective antisense effect. The main obstacle encountered was a limited endosomal escape but ultimately a functional construct which shows antisense effect in-vivo was reported. After development of the SMCC based conjugates, there were two constructs reported in literature based on strain-promoted alkyne-azide cycloadditions: an MXD3 mRNA targeting gapmer (cEt and PS modified) linked to an anti-CD22 antibody targeting preB cells leads to in-vitro apoptosis of targeted cells and in-vivo increased length of mouse survival in xenograft models. Notably, the dose required for the same therapeutic effect was 20 times lower for the developed conjugate (vs. naked mAb). Another reported conjugate, exploiting the same unselective conjugation chemistry, employs an CD44 respectively EphA2 targeting antibody which covalently carries a therapeutically irrelevant “sense-carrier” oligonucleotide. This oligonucleotide base pairs with the actual antisense oligonucleotide (gapmer bearing phosphorothioate linkages and 2’-deoxy-2’-fluoro-beta-D-arabinonucleic acid modifications and a terminal fluorophor) aiming for an increased RNaseH activity.

Antibody Analogue-Oligonucleotide Conjugate

Despite their tremendous potential, ADCs and AOCs suffer from the physical size of the antibody (mAb) entity (150 kDa) which limits solid tumour penetration (at least at low concentrations). Moreover, the site-selective modification of the antibody is hardly achievable: due to the difficult production of mAbs the selective introduction of an unnatural amino acid into the protein is not easily possible.

Thats why there is intensive research to exploit antibody analogues and antibody fragments which retain a high target specificity but combined with a smaller size and a greater possibility of modification. Nanobodies for example are natural single-domain antibodies found in camelids with an average mass of 15kDa. They bear an increased stability, solubility and tissue penetration compared to mAbs.

One conjugate, consisting out of an EGFR Nanobody and a siRNA being combined through maleimide bioconjugation, proves the possibility of successful delivery of ONs by nanobodies. 

Another example consists out of an anti-CD71 Fab fragment which was conjugated to a maleimide bearing siRNA (itself having 2’OMe/2’F modifications and phosphorothioate linkages). Several (cleavable and uncleavable) linkers between the maleimide moiety and the siRNA were screened revealing only a small influence on silencing efficacy (uncleavable linkers leading to the best results). To play out the small size of the Fab fragment, subcutaneous administration was investigated in mouse models leading to equivalent silencing results compared to intravenous administration. By comparison with other mAb-siRNA conjugates the authors even speculate that endosomal escape is largely facilitated by the smaller size of the Fab (vs. mAb).

Moreover, Nanobody-ON conjugates are intensively used for imaging purposes exploiting the small nanobody size to reduce imaging displacement.

Information metabolism

From Wikipedia, the free encyclopedia
https://en.wikipedia.org/wiki/Information_metabolism

Information metabolism, sometimes referred to as informational metabolism or energetic-informational metabolism, is a psychological theory of interaction between biological organisms and their environment, developed by Polish psychiatrist Antoni Kępiński.

Overview

Kępiński described his psychological theory in several books but the most detailed description is given in his 1974 book Melancholy (in Polish: "Melancholia"). In order to explain psychological phenomena encountered in humans, he borrowed many concepts from the field of cybernetics which gained popularity in Poland at that time, thanks to the works of Marian Mazur (the father of the Polish school of cybernetics). Kępiński starts with the consideration of most basic organisms and how they are different from inanimate matter. First of all, any organism may be treated as an autonomous but open system, separated from its environment by means of a boundary (skin or cell membrane). As an open system, it is engaged in a continual exchange with its surroundings. That exchange may be regarded as twofold i.e. energetic and informational. For the sake of analysis, one may think of energy metabolism and information metabolism as separate processes. Kępiński postulates that life is sustained if both metabolisms are occurring, and it stops if one of them is ceased.

The energy metabolism concept is relatively easy to understand. The molecules of the body are continually replaced. Catabolic and anabolic processes occur in cells. Information metabolism is the other side of the same process, but it concerns the structural aspect (i.e. how matter and energy is organized) and how control is executed. During the energy exchange, the organism strives to maintain its characteristic order (negentropy) and projects that order onto the surroundings. Due to that, the order of the surroundings is destroyed. By contrast, inanimate matter does not have the ability to raise or even maintain its negentropy, because spontaneous natural processes are always accompanied by entropy generation.

Two biological laws

Information metabolism may be generally seen as the exchange of signals between the organism and its environment, but also as the processing of signals originating in the organism. These signals must be interpreted in relation to some goals. For all organisms these goals are predicated on two biological laws: the first law states that an organism must be oriented towards its own survival. The second law states that the preservation of the species is equally important. Kępiński noticed that these objectives are conflicting. The conflict between the two biological laws is often the source of ethical dilemmas. There are times when the organism needs to sacrifice its life in order to save its offspring. Sometimes it is forced to fight with the representatives of its own species, in order to protect itself. The first biological law is egoistic and related with withdrawal from reality (escape, destruction of reality etc.). The second biological law is altruistic and requires turning towards the reality (sexual reproduction requires union with the partner).

In case of humans, the connection between the goals of various everyday actions and two biological laws is less direct, nevertheless these laws still motivate us. Humans are able to project themselves into the future, think abstractly and consciously and therefore their goals may possess transcendent and symbolic character. This fact is typically expressed as belief in a higher good or an afterlife.

The hierarchy of value

It is impossible to keep track of all information generated by various processes occurring in reality. As organisms strive to fulfill two biological laws, proper selection of signals becomes a central problem. According to Kępiński, a hierarchy of value is necessary in order to integrate information. In humans, that hierarchy comprises three levels i.e. biological, emotional and sociocultural. The first two levels are handled subconsciously. The third level, by contrast, is associated with consciousness. From the biological perspective, the number of processes occurring simultaneously in the organism and its physical surroundings is virtually infinite. There is also infinite number of ways in which these processes may be framed. That complexity must be reduced, as only selected signals may be sensed and processed in the nervous system. Moreover, the signals must be ordered according to their present and future relevance. The structure of the body and locations of various receptors are evolutionally adapted to assure isolation of the most relevant signals from the surrounding environment. The internal structure of the body is adjusted to ensure proper integration of information. Of all signals collected by the receptors, only the most important ones reach the level of subjective experience. At the level of signals reaching the field of subjective experience, attention is actively directed (with the help of emotions) towards those related with two biological laws. Perception is not passive and inclusive, but anticipatory and selective. Above biological and emotional levels of signal interpretation, there is the frame of social and cultural norms of the community, which serves as reference for conscious decisions. The sociocultural background plays significant role in people's lives.

Two phases of information metabolism

The division of information metabolism into two phases is loosely based on the analysis of the orienting response. Information metabolism is initiated by the perception of a change in the internal or external environment of the organism. In the first phase, the organism seeks to obtain direct information about the perceived phenomenon. Because of that, it must turn its attention 'outside' to the reality. The perceived phenomenon is then subconsciously evaluated. The result of that evaluation manifests itself as an emotion. The sign of the invoked emotion may be positive or negative. This emotion, arising quickly and automatically, serves as the background for the second phase of information metabolism.

In the second phase, the organism executes a locomotor reaction to the phenomenon. Motion towards the source of the stimulus is performed if the stimulus signifies a positive possibility. If the stimulus was evaluated negatively in the first phase, then it is likely that the executed reaction will take the form of escape, fight or immobilization. During the second phase, the organism is primarily occupied by its own actions. It observes their effect and makes adjustments (which forms a feedback loop). Despite the feedback, its connection with reality is less intensive than during the first phase. The separation from reality in the second phase of information metabolism is greater in complex animals and reaches its maximum in humans.

Functional structures

The term functional structure was used by Kępiński to denote two phenomena. Firstly, the term was used to denote the reaction of an organism to a stimulus. Secondly, it denoted the model of reality generated in the mind in the second phase of the information metabolism. In the case of humans, the number of possible functional structures associated with the first phase of information metabolism is limited. These include, for example, endocrine reactions of the autonomous nervous system and basic locomotor patterns.

The range and complexity of functional structures generated in the second phase is much broader. Humans possess the ability to generate many possible models of reality in response to a newly perceived phenomenon. Functional structures can be relatively complex. They include predictions regarding the behavior of objects in the environment as well as the planned sequence of actions of the individual. Typically, multiple functional structures are generated in the second phase of information metabolism, but only one is embodied (executed). The ones that were generated but rejected, gradually fall into the unconscious and form the Jungian shadow. If particular structure is embodied, the probability of its selection in the future increases. Forgotten structures may manifest themselves in the least expected moment. That situation is known as the possession by the Shadow. Kępiński mentioned that the embodied reaction is a signal to other organisms. It always takes the form of motion (or lack of it). In case of humans, it may be speech (according to Kępiński, speech is the highest form of motion).

Emotional coloration

Emotional coloration manifests in the first phase of information metabolism. It signifies the general attitude of the organism towards the stimulus. This attitude may be either positive or negative. It depends on the nature of the stimulus and on the physical condition of the organism in the moment of perception. The individual has very little conscious control over the feeling that arises. It is selected at lower levels of neurophysiological operation. Selection of an attitude in the first phase (positive or negative) limits the character of functional structures generated in the second phase. Although typically there are many possible ways of reacting, they are limited by the emotional background appearing in the first phase.

The reality is not static but it always evolves, even though some regularities and laws may be identified. Due to that, the effort associated with organizing the world adequately to our own needs continues through the whole life. It cannot be ceased because of the second law of thermodynamics. In order to decrease its own entropy and the entropy of its immediate surroundings, the organism must expend energy. This is subjectively experienced as the feeling of difficulty, effort or burden. Integrative effort is inherent to life. This effort is rewarded by positive emotional state – the feeling of satisfaction associated with the overcoming of obstacles and advancing towards important goals. By contrast, negative feelings, such as anxiety or fear, signify danger. In case of anxiety, this danger is typically distant in time and space and not known precisely. Fear, on the contrary, signifies close and specified threat to the integrity of the organism.

In healthy individuals, the balance between negative and positive emotions is on the side of the positive. They are more willing to engage in the exchange of information with the environment and to undertake tasks associated with the integrative effort. By contrast, depressive patients withdraw from reality, which lowers their rate of information metabolism. In many cases, the predisposition to depression is caused by the lack of warm and friendly maternal environment during childhood. The presence of friendly and safe maternal environment during childhood is crucial for the development of the general positive attitude towards the environment. If the childhood environment is hostile, the attitude of withdrawal is reinforced and becomes automated.

The problem of authority

Life may be seen as conflict between two orders – the order of the individual and the order of the environment. As a process placed between these two orders, information metabolism becomes the tool for establishing the right balance of authority ("I am in control" versus "I am controlled"). In pathological cases, the individual may aim to gain absolute control over their environment, or quite contrarily, to fully submit to some external power (i.e. their partner, a political group etc.). The need for an absolute control cannot be fulfilled, therefore it frequently takes the form of fantasy, which sometimes becomes indistinguishable from reality (e.g. in schizophrenia). Many individuals submit to revolutionary movements, promising a utopian future, and to social ideologies which offer simple answers to complex life problems. They give up their individual responsibility to find relief from the burdens of life. In his reflections on information metabolism, Kępiński tried to explain psychological mechanisms which made the atrocities of the Second World War possible.

The anatomical basis of information metabolism

It is traditionally assumed that functional structures associated with the subjective experience of emotions and moods (the first phase of information metabolism) are controlled by phylogenetically older parts of the brain (diencephalon and rhinencephalon), while those generated in the second phase of information metabolism, subjectively experienced as thoughts, are associated with the neocortex.

The mathematical character of information metabolism

The mathematical character of information metabolism is twofold. Receptors, acting as inputs for the metabolized signals, operate analogically to analog electronic devices. The processing of signals in the remaining part of the nervous system is binary (the response of a neuron may be twofold: null – no response, or 1 – when the action potential is released). Due to these characteristics, organisms may be considered analogous to digital systems.

Reception

Kępiński's books are regarded as classics of Polish psychiatric and philosophical literature. Because of the interest in his work, his most important books have been reissued several times (recently in 2012–2015 by Wydawictwo Literackie). Kępiński's work was evaluated by the reviewers as insightful, comprehensive and unique. Nevertheless, his concept of information metabolism has been criticized as controversial by some scholars. The controversy was related with the fact that some elements of the theory cannot be verified by the scientific method because it is hard to design appropriate experiments. In response to these objections, psychiatrist Jacek Bomba pointed out that information metabolism was never meant to be a scientific theory, but rather an anthropological model, which accurately integrates the findings of neurophysiology, psychology, social science and medicine.

Philosopher Jakub Zawiła-Niedźwiecki noted that current reading of Kępiński has to correct for his work mostly being pre-scientific from before the evidence-based medicine, modern philosophy of the mind and cognitive psychology era. He enlisted two Kępiński's propositions that are currently considered incorrect i.e. the proposition that information metabolism has its control center (the homunculus argument) and the view that brain is only used in 30%. Nevertheless, as noted by Zawiła-Niedźwiecki, these concepts were not central in Kępiński's theory and can be safely rejected. He also reminded that Kępiński was sceptical about methods that lacked strong scientific basis, e.g. psychoanalysis, and rejected magical thinking in general.

During his life, Kępiński mentioned that his model of information metabolism is not complete. The work upon it was interrupted by his illness and death. Some researchers took his work and developed their own theories based on it. Kokoszka used the conception of information metabolism as the basis of his model of the states of consciousness. Struzik proposed that information metabolism theory may be used as an extension to Brillouin's negentropy principle of information.

Based on the Kępiński's work and Jungian typology, Lithuanian economist Augustinavičiūtė proposed her pseudoscientific theory of information metabolism in human mind and society, known as socionics.

Computational intelligence

From Wikipedia, the free encyclopedia
https://en.wikipedia.org/wiki/Computational_intelligence

The expression computational intelligence (CI) usually refers to the ability of a computer to learn a specific task from data or experimental observation. Even though it is commonly considered a synonym of soft computing, there is still no commonly accepted definition of computational intelligence.

Generally, computational intelligence is a set of nature-inspired computational methodologies and approaches to address complex real-world problems to which mathematical or traditional modelling can be useless for a few reasons: the processes might be too complex for mathematical reasoning, it might contain some uncertainties during the process, or the process might simply be stochastic in nature. Indeed, many real-life problems cannot be translated into binary language (unique values of 0 and 1) for computers to process it. Computational Intelligence therefore provides solutions for such problems.

The methods used are close to the human's way of reasoning, i.e. it uses inexact and incomplete knowledge, and it is able to produce control actions in an adaptive way. CI therefore uses a combination of five main complementary techniques. The fuzzy logic which enables the computer to understand natural language, artificial neural networks which permits the system to learn experiential data by operating like the biological one, evolutionary computing, which is based on the process of natural selection, learning theory, and probabilistic methods which helps dealing with uncertainty imprecision.

Except those main principles, currently popular approaches include biologically inspired algorithms such as swarm intelligence and artificial immune systems, which can be seen as a part of evolutionary computation, image processing, data mining, natural language processing, and artificial intelligence, which tends to be confused with Computational Intelligence. But although both Computational Intelligence (CI) and Artificial Intelligence (AI) seek similar goals, there's a clear distinction between them.

Computational Intelligence is thus a way of performing like human beings. Indeed, the characteristic of "intelligence" is usually attributed to humans. More recently, many products and items also claim to be "intelligent", an attribute which is directly linked to the reasoning and decision making.

History

Source: The notion of Computational Intelligence was first used by the IEEE Neural Networks Council in 1990. This council was founded in the 1980s by a group of researchers interested in the development of biological and artificial neural networks. On November 21, 2001, the IEEE Neural Networks Council became the IEEE Neural Networks Society, to become the IEEE Computational Intelligence Society two years later by including new areas of interest such as fuzzy systems and evolutionary computation, which they related to Computational Intelligence in 2011 (Dote and Ovaska).

But the first clear definition of Computational Intelligence was introduced by Bezdek in 1994: a system is called computationally intelligent if it deals with low-level data such as numerical data, has a pattern-recognition component and does not use knowledge in the AI sense, and additionally when it begins to exhibit computational adaptively, fault tolerance, speed approaching human-like turnaround and error rates that approximate human performance.

Bezdek and Marks (1993) clearly differentiated CI from other subsets of AI, by arguing that the first one is based on soft computing methods, whereas AI is based on hard computing ones.

Differences between Computational Intelligence and other historic approaches to Artificial Intelligence

According to Bezdek (1994), while Computational Intelligence is a subset of Artificial Intelligence indeed, there are two types of machine intelligence: the artificial one based on hard computing techniques and the computational one based on soft computing methods, which enable adaptation to many situations. According to Engelbrecht (2007), algorithmic approaches that have been classified to form the Computational Intelligence approach to AI - namely Fuzzy systems, Neural Nets, Evolutionary Computation, Swarm Intelligence, and Artificial ImmuneSystems- are called "intelligent algorithms". Together with logic, deductive reasoning, expert systems, case-based reasoning, and symbolic machine learning systems (the aforementioned "hard" computing approaches), formed the Artificial Intelligence toolset of the time. Of course today, with machine learning and deep learning in particular utilizing a breadth of supervised, unupervised, and reinforcement learning approaches, the AI landscape has been greatly enhanced, with novell intelligent approaches.

Hard computing techniques work following binary logic based on only two values (the Booleans true or false, 0 or 1) on which modern computers are based. One problem with this logic is that our natural language cannot always be translated easily into absolute terms of 0 and 1. Soft computing techniques, based on fuzzy logic can be useful here. Much closer to the way the human brain works by aggregating data to partial truths (Crisp/fuzzy systems), this logic is one of the main exclusive aspects of CI.

Within the same principles of fuzzy and binary logics follow crispy and fuzzy systems. Crisp logic is a part of artificial intelligence principles and consists of either including an element in a set, or not, whereas fuzzy systems (CI) enable elements to be partially in a set. Following this logic, each element can be given a degree of membership (from 0 to 1) and not exclusively one of these 2 values.

The five main algorithmic approaches of CI and their applications

The main applications of Computational Intelligence include computer science, engineering, data analysis and bio-medicine.

Fuzzy logic

As explained before, fuzzy logic, one of CI's main principles, consists in measurements and process modelling made for real life's complex processes. It can face incompleteness, and most importantly ignorance of data in a process model, contrarily to Artificial Intelligence, which requires exact knowledge.

This technique tends to apply to a wide range of domains such as control, image processing and decision making. But it is also well introduced in the field of household appliances with washing machines, microwave ovens, etc. We can face it too when using a video camera, where it helps stabilizing the image while holding the camera unsteadily. Other areas such as medical diagnostics, foreign exchange trading and business strategy selection are apart from this principle's numbers of applications.

Fuzzy logic is mainly useful for approximate reasoning, and doesn't have learning abilities, a qualification much needed that human beings have. It enables them to improve themselves by learning from their previous mistakes.

Neural networks

This is why CI experts work on the development of artificial neural networks based on the biological ones, which can be defined by 3 main components: the cell-body which processes the information, the axon, which is a device enabling the signal conducting, and the synapse, which controls signals. Therefore, artificial neural networks are doted of distributed information processing systems, enabling the process and the learning from experiential data. Working like human beings, fault tolerance is also one of the main assets of this principle.

Concerning its applications, neural networks can be classified into five groups: data analysis and classification, associative memory, clustering generation of patterns and control. Generally, this method aims to analyze and classify medical data, proceed to face and fraud detection, and most importantly deal with nonlinearities of a system in order to control it. Furthermore, neural networks techniques share with the fuzzy logic ones the advantage of enabling data clustering.

Evolutionary computation

Evolutionary computation can be seen as a family of methods and algorithms for global optimization, which are usually based on a population of candidate solutions. They are inspired by biological evolution and are often summarized as evolutionary algorithms. These include the genetic algorithms, evolution strategy, genetic programming and many others. They are considered as problem solvers for tasks not solvable by traditional mathematical methods and are frequently used for optimization including multi-objective optimization.

Learning theory

Still looking for a way of "reasoning" close to the humans' one, learning theory is one of the main approaches of CI. In psychology, learning is the process of bringing together cognitive, emotional and environmental effects and experiences to acquire, enhance or change knowledge, skills, values and world views (Ormrod, 1995; Illeris, 2004). Learning theories then helps understanding how these effects and experiences are processed, and then helps making predictions based on previous experience.

Probabilistic methods

Being one of the main elements of fuzzy logic, probabilistic methods firstly introduced by Paul Erdos and Joel Spencer (1974), aim to evaluate the outcomes of a Computation Intelligent system, mostly defined by randomness. Therefore, probabilistic methods bring out the possible solutions to a problem, based on prior knowledge.

Impact on university education

According to bibliometrics studies, computational intelligence plays a key role in research. All the major academic publishers are accepting manuscripts in which a combination of Fuzzy logic, neural networks and evolutionary computation is discussed. On the other hand, Computational intelligence isn't available in the university curriculum. The amount of technical universities in which students can attend a course is limited. Only British Columbia, Technical University of Dortmund (involved in the European fuzzy boom) and Georgia Southern University are offering courses from this domain.

The reason why major university are ignoring the topic is because they don't have the resources. The existing computer science courses are so complex, that at the end of the semester there is no room for fuzzy logic. Sometimes it is taught as a subproject in existing introduction courses, but in most cases the universities are preferring courses about classical AI concepts based on boolean logic, turing machines and toy problems like blocks world.

Since a while with the upraising of STEM education, the situation has changed a bit. There are some efforts available in which multidisciplinary approaches are preferred which allows the student to understand complex adaptive systems. These objectives are discussed only on a theoretical basis. The curriculum of real universities wasn't adapted yet.

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