Keywords

1 Introduction

The fertilizing sperm is capacitated by passage through the female reproductive tract. As sperm approach ovulated eggs in the ampulla of the oviduct , the acrosome , a subcellular organelle underlying the sperm surface, remains intact. The ovulated egg(s) is surrounded by two investments: a gelatinous cumulus mass composed of hyaluronan interspersed with cumulus cells and an insoluble, extracellular zona pellucida . The successful sperm navigates the cumulus mass, and binds and penetrates the zona pellucida before entry into the perivitelline space between the zona matrix and egg. Only acrosome-reacted sperm are observed in the perivitelline space, but the site and molecular basis of induction of acrosome exocytosis remain controversial and the function(s) of acrosomal contents remains an area of active investigation (Avella and Dean 2011). Acrosome-reacted sperm fuse with the egg plasma membrane and fertilization activates the egg.

The zona pellucida is an extracellular matrix surrounding eggs and early embryos that plays critical roles in gamete recognition required for fertilization and in ensuring monospermy necessary for the successful onset of development (Fig. 33.1a). The mouse and human zona pellucida are composed of three and four (ZP1 , ZP2 , ZP3 , ZP4 ) glycoproteins, respectively (Bleil and Wassarman 1980; Shabanowitz and O’Rand 1988; Lefievre et al. 2004). Although each zona protein is well conserved (62–71 % amino-acid identity), human sperm are fastidious and will not bind to the mouse zona pellucida (Bedford 1977). Following fertilization, the zona pellucida is modified and mouse sperm do not bind to two-cell embryos. Although a number of changes in the zona matrix have been inferred, only biochemical cleavage of ZP2 has been experimentally documented (Bleil et al. 1981; Bauskin et al. 1999). The zona pellucida also plays a critical role in ensuring passage of the early embryo through the oviduct before implantation. The biochemical removal of the zona matrix leads to resorption of the embryo into the epithelia lining of the oviduct and is lethal (Bronson and McLaren 1970; Modlinski 1970).

Fig. 33.1
figure 1

Role of the zona pellucida in fertilization and early development. (a) Ovulated eggs in the cumulus mass are fertilized by a single sperm in the ampulla of the oviduct . Each haploid gamete forms a pronucleus and after syngamy develops into a one-cell zygote that divides within 24 h to form the two-cell embryo. The extracellular zona pellucida that surrounds the egg is permissive for sperm binding and penetration (green). However, following fertilization the zona matrix is modified (red) and sperm do not bind. The zona pellucida is critically important for gamete recognition , a postfertilization block to sperm binding, and for protecting the embryo as it passes through the oviduct. (Modified from Li et al. 2013). (b) An insoluble, extracellular zona pellucida (~7 μm wide) surrounds mouse eggs (~80 μm diameter) (Familiari et al. 2008). Mouse sperm are ~125 μm long with a thin acrosome overlying a distinctive falciform (hook-like) head; the zona matrix has multiple pores that may facilitate sperm penetration. (c) The human zona pellucida (~15 μm) surrounds a larger egg (~120 μm) and has a structure in scanning electron microscopy (EM) similar to that of mouse (Familiari et al. 2006). Human sperm are half as long (~ 60 μm) as mouse sperm with a smaller, flattened, spatulate head

Using mouse genetics, we have investigated the molecular basis of gamete recognition , the postfertilization block to polyspermy , and the role of the zona in protecting the early embryo. Based on experimental results, we propose a ZP2 cleavage model of gamete recognition in which sperm bind to the N-terminus of ZP2, which is cleaved by ovastacin to prevent postfertilization sperm binding (Gahlay et al. 2010; Baibakov et al. 2012; Burkart et al. 2012). The absence of ZP2 or ZP3 precludes formation of a zona pellucida surrounding ovulated eggs and leads to resorption and embryonic lethality (Liu et al. 1996; Rankin et al. 1996; Rankin et al. 2001).

2 The Structure of the Zona Pellucida

By scanning electron microscopy, the mouse and human zonae pellucidae appear similar, with fenestration thought to provide passage for sperm penetration (Familiari et al. 2006; Familiari et al. 2008). The mouse egg and surrounding zona pellucida are smaller than those of the human, although the mouse sperm is considerably longer than the diminutive human sperm (Fig. 33.1b,c). As noted, the human zona pellucida has four glycoproteins, but the mouse zona pellucida has only three. Each zona pellucida protein is encoded by a single-copy gene that is found on syntenic chromosomes in mouse and human (Hoodbhoy et al. 2005). However, mouse Zp4 is an expressed pseudogene that is not translated into protein because of multiple missense and stop codons (Lefièvre et al. 2004).

Each of the other three mouse zona genes has been ablated in embryonic stem cells to establish mouse lines lacking the cognate protein. Zp1 null mice form a zona pellucida with a more loosely woven matrix than normal. Female mice are fertile, albeit with decreased fecundity (Rankin et al. 1999). However, mice lacking either ZP2 (Rankin et al. 2001) or ZP3 (Rankin et al. 1996; Liu et al. 1996) do not form a zona pellucida surrounding ovulated eggs , and female mice are sterile. Thus, ZP1 is not essential for fertility, but in the absence of a zona matrix, these loss-of-function observations do not provide insight into the role of either ZP2 or ZP3 in gamete recognition .

3 ZP2 Cleavage Model of Gamete Recognition

In more recent genetic studies, we have taken advantage of two physiological dichotomies. The first is that human sperm are fastidious and bind to the human, but not the mouse, zona pellucida. The second is that homologous mouse sperm bind to eggs but not two-cell embryos . To exploit the first dichotomy, we have used mouse genetics to replace each endogenous mouse protein with the corresponding human protein; we have established transgenic mice expressing human ZP4 ; and we have crossed the four lines together to establish the quadruple rescue line that expresses the four human zona proteins and none of the three mouse zona proteins (Rankin et al. 1998; Rankin et al. 2003; Yauger et al. 2011; Baibakov et al. 2012).

Each of these lines formed a zona pellucida and was fertile when mated with normal male mice. Eggs from each line were tested for their ability to support capacitated human sperm binding in vitro using eggs in cumulus (Fig. 33.2a). Only a zona matrix with human ZP2 , either by itself or in conjunction with the three other human zona proteins was able to support human sperm binding. In the presence of all four human proteins, sperm penetrated the zona matrix and accumulated in the perivitelline space , unable to fuse with mouse eggs. Following fertilization with mouse sperm , an effective postfertilization block to polyspermy was established and human sperm were unable to bind to the zona pellucida. The binding site on ZP2 was further defined by assaying sperm binding to beads coated with recombinant human and mouse N-terminal ZP2 peptides. Human sperm bound to beads coated with human ZP239-154, but not to the corresponding mouse ZP2 peptide, and binding was dependent on structural constraints imposed by disulfide bonds (Baibakov et al. 2012).

Fig. 33.2
figure 2

Human and mouse sperm binding to genetically altered zonae pellucidae. (a) Confocal and differential interference contrast (DIC) images of capacitated human sperm binding to the zona pellucida of mice expressing human ZP1 , human ZP2 , human ZP3 , or human ZP4 , in the absence of the corresponding mouse protein. Human sperm bind only to human ZP2 in transgenic mice. (Modified from Baibakov et al. 2012). (b) Capacitated mouse sperm binding to two-cell embryos in which ZP2 remains intact because ZP2 was mutated to prevent postfertilization cleavage (Zp2 Mut). Zp2 Mut eggs serve as positive controls and normal two-cell embryos as negative controls. (Modified from Gahlay et al. 2010)

Following fertilization , ZP2 is cleaved and the cleavage site was defined by microscale Edman degradation as immediately upstream of a diacidic motif, a known recognition site for the astacin family of metalloendoproteases. When ZP2 was mutated in transgenic mice to prevent postfertilization cleavage (166LADE169 → 166LGAA169), mouse sperm bound de novo to two-cell embryos despite fertilization and cortical granule exocytosis (Fig. 33.2b) (Gahlay et al. 2010). Ovastacin is an oocyte-specific metalloendoprotease that is conserved in mouse and human (Quesada et al. 2004). Using a peptide-specific antibody, mouse ovastacin was detected in cortical granules of normal eggs and was absent in two-cell embryos, consistent with its postfertilization exocytosis. The single-copy gene Astl encodes ovastacin. When Astl was ablated in transgenic mice, homozygous null female were fertile with a modest decrease in fecundity. However, ZP2 remained uncleaved following fertilization and mouse sperm bound to the zona pellucida surrounding two-cell embryos (Burkart et al. 2012).

Cortical granule exocytosis is associated with a postfertilization block to polyspermy that occurs via multiple mechanisms and is critically important to ensure monospermy essential for normal development. The most rapid block prevents supernumerary sperm already present in the perivitelline space from fusing with the egg plasma membrane. Although attributed to membrane depolarization in other species, the molecular basis of this block remains to be determined in mammals (Jaffe et al. 1983; Horvath et al. 1993). There is an additional block to penetration of the zona pellucida that appears to occur within the first hour after fertilization (Sato 1979; Stewart-Savage and Bavister 1988). During the ensuing several hours, ovastacin cleaves ZP2 after which sperm do not bind to the zona pellucida (Baibakov et al. 2007). Although slow compared to the first two blocks and probably of less immediate importance, cleavage of ZP2 provides a definitive and irreversible block to polyspermy.

These observations are consistent with earlier observations in Xenopus laevis in which gp69/64 , the homologue of mouse ZP2 , inhibited primary sperm binding to eggs in vitro (Tian et al. 1997). Following fertilization , gp69/64 was cleavage at the conserved 155FDDD158 site and the C-terminal native gp69/64 glycopeptide did not inhibit sperm binding. Although a short recombinant peptide gp69/64130-156 also did not affect sperm binding, the longer gp69/6434-156 N-terminal domain (homologous to mouse ZP235-149) was not tested. Following fertilization, pg69/64 is cleaved by a zinc metalloprotease (Lindsay and Hedrick 2004), and postfertilization proteolysis of the N-terminal domain of gp69/64 could account for the lack of sperm binding in Xenopus embryos . Thus, the ZP2 cleavage model of gamete recognition may apply broadly among vertebrates.

4 The Model and Future Validation

The ZP2 cleavage model provides a simple, unifying explanation to account for these experimental observations in transgenic mice (Fig. 33.3). To wit, capacitated sperm bind to the N-terminus of ZP2 in the extracellular zona pellucida surrounding ovulated eggs . After penetration of the zona matrix, the gamete membranes are fused at fertilization . Postfertilization cortical granule exocytosis releases ovastacin , which diffuses through the zona matrix. This metalloendoprotease cleaves mouse ZP2 at 166LADE169 and provides a definitive block to polyspermy . The zona pellucida that surrounds the early embryo is essential to ensure passage through the oviduct for implantation and the successful onset of development.

Fig. 33.3
figure 3

The ZP2 cleavage model of gamete recognition . (a) The mouse zona pellucida is composed of three glycoproteins, ZP1 , ZP2, and ZP3 . Capacitated sperm bind to an N-terminal domain of ZP2, penetrate through the zona matrix, and fertilize the egg by fusing with its membrane: this activates the egg and leads to cortical granule exocytosis, which releases ovastacin , a metalloendoprotease . Ovastacin cleaves ZP2 within the zona pellucida and provides a definitive block to sperm binding in the early embryo. (b) Same as a, but with the human zona pellucida composed of four glycoproteins

This model makes predictions that can be tested experimentally with transgenic mice expressing chimeric human–mouse or truncated forms of ZP2 . If the model remains robust, a more precise definition of the sperm -binding site may provide reagents to identify the long elusive cognate sperm receptor . Particularly satisfying would be the replacement of the mouse sperm receptor with the human homologue, after which ‘humanized’ sperm should not bind to the mouse zona pellucida unless it contains human ZP2.