Cationic lipids, lipoplexes and intracellular delivery of genes.

As a consequence of several setbacks encountered by viral technology in achieving efficient and safe gene therapy in clinical trials, non-viral gene delivery vectors are considered to date as a valuable alternative and to hold promise for future therapeutic applications. Nevertheless, the transfection efficiency mediated by these non-viral gene delivery vectors has to be improved, especially in vivo, to benefit fully from their advantages. Cationic lipid/nucleic acid complexes or lipoplexes have been the subject of intensive investigations in recent years to understand the parameters governing the efficiency of transfection. Specifically, the comprehension of such mechanisms, from the formation of the complexes to their intracellular delivery, will lead to the design of better adapted non-viral vectors for gene therapy applications. Here, we will discuss some recent developments in the field on the structure/function relationship of cationic lipids in the mechanism of transfection, and where appropriate, we will make a comparison with mechanisms of viral and polyplex-mediated gene delivery. Cationic lipids are often used in combination with helper lipids such as DOPE or cholesterol. The effect of DOPE on lipoplex assembly and the relevance of the structural properties of the lipoplexes in destabilizing endosomal membranes and mediating endosomal escape of DNA will be discussed.

[1]  G. Storm,et al.  Specific targeting with poly(ethylene glycol)-modified liposomes: coupling of homing devices to the ends of the polymeric chains combines effective target binding with long circulation times. , 1993, Biochimica et biophysica acta.

[2]  R. Macdonald,et al.  Lipid phase control of DNA delivery. , 2005, Bioconjugate chemistry.

[3]  L K Medina-Kauwe Introduction to the Special Issue: traveling the intracellular highway to gene therapy , 2005, Gene Therapy.

[4]  V. Oberle,et al.  Efficient transfer of chromosome-based DNA constructs into mammalian cells. , 2004, Biochimica et biophysica acta.

[5]  F. Szoka,et al.  Mechanism of DNA release from cationic liposome/DNA complexes used in cell transfection. , 1996, Biochemistry.

[6]  P. Cullis,et al.  Poly(ethylene glycol)--lipid conjugates regulate the calcium-induced fusion of liposomes composed of phosphatidylethanolamine and phosphatidylserine. , 1996, Biochemistry.

[7]  E. Wagner,et al.  Optimized lipopolyplex formulations for gene transfer to human colon carcinoma cells under in vitro conditions , 2006, The journal of gene medicine.

[8]  Y. Barenholz,et al.  Specific Lipoplex-Mediated Antisense Against Bcl-2 in Breast Cancer Cells: A Comparison between Different Formulations , 2006, Journal of liposome research.

[9]  S. Schiffmann,et al.  Intracellular Visualization of BrdU-labeled Plasmid DNA/Cationic Liposome Complexes , 1999, The journal of histochemistry and cytochemistry : official journal of the Histochemistry Society.

[10]  Christof von Kalle,et al.  A serious adverse event after successful gene therapy for X-linked severe combined immunodeficiency. , 2003, The New England journal of medicine.

[11]  Jaroslav Pelisek,et al.  Toward synthetic viruses: endosomal pH-triggered deshielding of targeted polyplexes greatly enhances gene transfer in vitro and in vivo. , 2005, Molecular therapy : the journal of the American Society of Gene Therapy.

[12]  Simon C Watkins,et al.  Dynamic changes in the characteristics of cationic lipidic vectors after exposure to mouse serum: implications for intravenous lipofection , 1999, Gene Therapy.

[13]  Takao Hayakawa,et al.  Quantitative comparison of intracellular trafficking and nuclear transcription between adenoviral and lipoplex systems. , 2006, Molecular therapy : the journal of the American Society of Gene Therapy.

[14]  M. Conese,et al.  Role of clathrin- and caveolae-mediated endocytosis in gene transfer mediated by lipo- and polyplexes. , 2005, Molecular therapy : the journal of the American Society of Gene Therapy.

[15]  J. Wixon,et al.  Gene therapy clinical trials worldwide 1989–2004—an overview , 2004, The journal of gene medicine.

[16]  Y. Maitani,et al.  Biosurfactant MEL-A enhances cellular association and gene transfection by cationic liposome. , 2006, Journal of controlled release : official journal of the Controlled Release Society.

[17]  E. Politsch,et al.  EDTA-induced self-assembly of cationic lipid-DNA multilayers near a monolayer-covered air-water interface. , 1999, Biochimica et biophysica acta.

[18]  P. Schwille,et al.  New effects in polynucleotide release from cationic lipid carriers revealed by confocal imaging, fluorescence cross-correlation spectroscopy and single particle tracking. , 2005, Biochimica et biophysica acta.

[19]  B. Nichols Caveosomes and endocytosis of lipid rafts , 2003, Journal of Cell Science.

[20]  S S Gambhir,et al.  Optical imaging of transferrin targeted PEI/DNA complexes in living subjects , 2003, Gene Therapy.

[21]  K. Sakurai,et al.  Transition from a normal to inverted cylinder for an amidine-bearing lipid/pDNA complex and its excellent transfection. , 2005, Bioconjugate chemistry.

[22]  I. Zuhorn,et al.  Lipoplex-mediated Transfection of Mammalian Cells Occurs through the Cholesterol-dependent Clathrin-mediated Pathway of Endocytosis* , 2002, The Journal of Biological Chemistry.

[23]  C. Springer,et al.  Structure-activity relationship in cationic lipid mediated gene transfection. , 2003, Current medicinal chemistry.

[24]  M. Hope,et al.  Characterization of the inhibitory effect of PEG-lipid conjugates on the intracellular delivery of plasmid and antisense DNA mediated by cationic lipid liposomes. , 2002, Biochimica et biophysica acta.

[25]  S. Simões,et al.  Mechanisms of gene transfer mediated by lipoplexes associated with targeting ligands or pH-sensitive peptides , 1999, Gene Therapy.

[26]  P. Cullis,et al.  On the mechanism whereby cationic lipids promote intracellular delivery of polynucleic acids , 2001, Gene Therapy.

[27]  Fulvio Mavilio,et al.  Gene therapy , 1993, Nature.

[28]  A. Kremer,et al.  Sugar-based tertiary amino gemini surfactants with a vesicle-to-micelle transition in the endosomal pH range mediate efficient transfection in vitro. , 2001, European journal of biochemistry.

[29]  D. Hoekstra,et al.  Parameters influencing the introduction of plasmid DNA into cells by the use of synthetic amphiphiles as a carrier system. , 1995, Biochimica et biophysica acta.

[30]  H. Strey,et al.  Improved DNA: liposome complexes for increased systemic delivery and gene expression , 1997, Nature Biotechnology.

[31]  S. Futaki,et al.  Evaluation of the nuclear delivery and intra-nuclear transcription of plasmid DNA condensed with micro (mu) and NLS-micro by cytoplasmic and nuclear microinjection: a comparative study with poly-L-lysine. , 2006, The journal of gene medicine.

[32]  Y. Barenholz,et al.  Effect of "helper lipid" on lipoplex electrostatics. , 2005, Biochimica et biophysica acta.

[33]  K Mechtler,et al.  The influence of endosome-disruptive peptides on gene transfer using synthetic virus-like gene transfer systems. , 1994, The Journal of biological chemistry.

[34]  P. Cullis,et al.  The bilayer stabilizing role of sphingomyelin in the presence of cholesterol: a 31P NMR study. , 1980, Biochimica et biophysica acta.

[35]  D. Burgess,et al.  Biophysical characterization of anionic lipoplexes. , 2005, Biochimica et biophysica acta.

[36]  D. Hoekstra,et al.  Molecular Shape of the Cationic Lipid Controls the Structure of Cationic Lipid/Dioleylphosphatidylethanolamine-DNA Complexes and the Efficiency of Gene Delivery* , 2001, The Journal of Biological Chemistry.

[37]  G. Nemerow,et al.  Adenovirus Protein VI Mediates Membrane Disruption following Capsid Disassembly , 2005, Journal of Virology.

[38]  D. Hoekstra,et al.  Characterization and transfection properties of lipoplexes stabilized with novel exchangeable polyethylene glycol-lipid conjugates. , 2004, Biochimica et biophysica acta.

[39]  I. Zuhorn,et al.  Gene delivery by cationic lipid vectors: overcoming cellular barriers , 2007, European Biophysics Journal.

[40]  G. Molema,et al.  Transfection mediated by pH-sensitive sugar-based gemini surfactants; potential for in vivo gene therapy applications , 2006, Journal of Molecular Medicine.

[41]  J. Engberts,et al.  Sugar-based gemini surfactant with a vesicle-to-micelle transition at acidic pH and a reversible vesicle flocculation near neutral pH. , 2003, Journal of the American Chemical Society.

[42]  Giulio Caracciolo,et al.  Multicomponent cationic lipid-DNA complex formation: role of lipid mixing. , 2005, Langmuir : the ACS journal of surfaces and colloids.

[43]  J. Seddon,et al.  Structure of the inverted hexagonal (HII) phase, and non-lamellar phase transitions of lipids. , 1990, Biochimica et biophysica acta.

[44]  J. C. Perales,et al.  Gene transfer into the airway epithelium of animals by targeting the polymeric immunoglobulin receptor. , 1995, The Journal of clinical investigation.

[45]  V. Chupin,et al.  Polymorphism of pyridinium amphiphiles for gene delivery: influence of ionic strength, helper lipid content, and plasmid DNA complexation. , 2005, Biophysical journal.

[46]  S. V. van IJzendoorn,et al.  In search of lipid translocases and their biological functions. , 2003, Developmental cell.

[47]  D. Hoekstra,et al.  Interference of poly(ethylene glycol)-lipid analogues with cationic-lipid-mediated delivery of oligonucleotides; role of lipid exchangeability and non-lamellar transitions. , 2002, The Biochemical journal.

[48]  L G Griffith,et al.  Quantitative comparison of polyethylenimine formulations and adenoviral vectors in terms of intracellular gene delivery processes , 2005, Gene Therapy.

[49]  Shiroh Futaki,et al.  Evaluation of the nuclear delivery and intra‐nuclear transcription of plasmid DNA condensed with µ (mu) and NLS‐µ by cytoplasmic and nuclear microinjection: a comparative study with poly‐L‐lysine , 2006 .

[50]  Sandra L. Schmid,et al.  Regulated portals of entry into the cell , 2003, Nature.

[51]  I. Zuhorn,et al.  Interference of serum with lipoplex-cell interaction: modulation of intracellular processing. , 2002, Biochimica et biophysica acta.

[52]  T Salditt,et al.  An inverted hexagonal phase of cationic liposome-DNA complexes related to DNA release and delivery. , 1998, Science.

[53]  Y. Barenholz,et al.  Chiral DNA packaging in DNA‐cationic liposome assemblies , 1999, FEBS letters.

[54]  M. Woodle,et al.  Controlling liposome blood clearance by surface-grafted polymers. , 1998, Advanced drug delivery reviews.

[55]  M. Kirkham,et al.  Clathrin-independent endocytosis: new insights into caveolae and non-caveolar lipid raft carriers. , 2005, Biochimica et biophysica acta.

[56]  Hannah Hoag Gene therapy rising? , 2005, Nature.

[57]  Y. Barenholz,et al.  Electrostatic and structural properties of complexes involving plasmid DNA and cationic lipids commonly used for gene delivery. , 1998, Biochimica et biophysica acta.

[58]  S. Simões,et al.  Human serum albumin enhances DNA transfection by lipoplexes and confers resistance to inhibition by serum. , 2000, Biochimica et biophysica acta.

[59]  L. Barrett,et al.  Factors affecting blood clearance and in vivo distribution of polyelectrolyte complexes for gene delivery , 1999, Gene Therapy.

[60]  I. Zuhorn,et al.  Size-dependent internalization of particles via the pathways of clathrin- and caveolae-mediated endocytosis. , 2004, The Biochemical journal.

[61]  P. Cullis,et al.  Poly(ethylene glycol)-lipid conjugates promote bilayer formation in mixtures of non-bilayer-forming lipids. , 1996, Biochemistry.

[62]  Nancy Smyth Templeton Cationic liposomes as in vivo delivery vehicles. , 2003, Current Medicinal Chemistry.

[63]  G. Molema,et al.  Serum as a modulator of lipoplex‐mediated gene transfection: dependence of amphiphile, cell type and complex stability , 2000, The journal of gene medicine.

[64]  Shiroh Futaki,et al.  High Density of Octaarginine Stimulates Macropinocytosis Leading to Efficient Intracellular Trafficking for Gene Expression* , 2006, Journal of Biological Chemistry.

[65]  A. Malik,et al.  Albumin mediates the transcytosis of myeloperoxidase by means of caveolae in endothelial cells. , 2004, Proceedings of the National Academy of Sciences of the United States of America.

[66]  U. Greber,et al.  Adenovirus endocytosis , 2004, The journal of gene medicine.

[67]  Joseph Zabner,et al.  Cellular and Molecular Barriers to Gene Transfer by a Cationic Lipid (*) , 1995, The Journal of Biological Chemistry.

[68]  Robert G Parton,et al.  Clathrin-independent endocytosis: new insights into caveolae and non-caveolar lipid raft carriers. , 2005, Biochimica et biophysica acta.

[69]  D. Hoekstra,et al.  Effective intracellular delivery of oligonucleotides in order to make sense of antisense. , 2004, Journal of controlled release : official journal of the Controlled Release Society.

[70]  J. Kamps,et al.  Stabilized Lipid Coated Lipoplexes for the Delivery of Antisense Oligonucleotides to Liver Endothelial Cells In Vitro and In Vivo , 2004, Journal of drug targeting.

[71]  C. Dass Lipoplex-mediated delivery of nucleic acids: factors affecting in vivo transfection , 2004, Journal of Molecular Medicine.

[72]  J. Ruysschaert,et al.  Lipid Mixing between Lipoplexes and Plasma Lipoproteins Is a Major Barrier for Intravenous Transfection Mediated by Cationic Lipids* , 2005, Journal of Biological Chemistry.

[73]  D. Hoekstra,et al.  Sunfish cationic amphiphiles: toward an adaptative lipoplex morphology. , 2005, Journal of the American Chemical Society.

[74]  F. Szoka,et al.  GALA: a designed synthetic pH-responsive amphipathic peptide with applications in drug and gene delivery. , 2004, Advanced drug delivery reviews.

[75]  Evgeny Polushkin,et al.  Nonbilayer phase of lipoplex-membrane mixture determines endosomal escape of genetic cargo and transfection efficiency. , 2005, Molecular therapy : the journal of the American Society of Gene Therapy.

[76]  P. Ross,et al.  Lipoplex size is a major determinant of in vitro lipofection efficiency , 1999, Gene Therapy.

[77]  K. Maruyama,et al.  Immunoliposomes bearing polyethyleneglycol‐coupled Fab′ fragment show prolonged circulation time and high extravasation into targeted solid tumors in vivo , 1997, FEBS letters.

[78]  Nathan F. Bouxsein,et al.  A columnar phase of dendritic lipid-based cationic liposome-DNA complexes for gene delivery: hexagonally ordered cylindrical micelles embedded in a DNA honeycomb lattice. , 2006, Journal of the American Chemical Society.

[79]  P. Cullis,et al.  Tunable pH-sensitive liposomes composed of mixtures of cationic and anionic lipids. , 2000, Biophysical journal.

[80]  Leaf Huang,et al.  Nonviral gene therapy: promises and challenges , 2000, Gene Therapy.

[81]  I. Khalil,et al.  Uptake Pathways and Subsequent Intracellular Trafficking in Nonviral Gene Delivery , 2006, Pharmacological Reviews.

[82]  J. Ruysschaert,et al.  Formation and intracellular trafficking of lipoplexes and polyplexes. , 2005, Molecular therapy : the journal of the American Society of Gene Therapy.

[83]  Y. Barenholz,et al.  DOTAP (and other cationic lipids): chemistry, biophysics, and transfection. , 2004, Critical reviews in therapeutic drug carrier systems.

[84]  J. Engberts,et al.  Sugar-Based Gemini Surfactants with pH-Dependent Aggregation Behavior: Vesicle-to-Micelle Transition, Critical Micelle Concentration, and Vesicle Surface Charge Reversal , 2003 .

[85]  R. Lewis,et al.  Surface charge markedly attenuates the nonlamellar phase-forming propensities of lipid bilayer membranes: calorimetric and (31)P-nuclear magnetic resonance studies of mixtures of cationic, anionic, and zwitterionic lipids. , 2000, Biophysical journal.

[86]  D. Wiersma,et al.  Spatial Organization of Bacteriorhodopsin in Model Membranes , 2002, The Journal of Biological Chemistry.

[87]  I. Zuhorn,et al.  Lipoplex formation under equilibrium conditions reveals a three-step mechanism. , 2000, Biophysical journal.

[88]  R. Macdonald,et al.  Factors governing the assembly of cationic phospholipid-DNA complexes. , 2000, Biophysical journal.

[89]  L. Palmer,et al.  Stabilized plasmid-lipid particles: construction and characterization , 1999, Gene Therapy.

[90]  I. Verma,et al.  Gene therapy: Therapeutic gene causing lymphoma , 2006, Nature.

[91]  A. Rait,et al.  A sterically stabilized immunolipoplex for systemic administration of a therapeutic gene , 2004, Gene Therapy.