A new mathematical model was proposed to study the effect of self-proliferation and delayed activation of immune cells in the process of virus infection. The global stability of the boundary equilibria was obtained by constructing appropriate Lyapunov functional. For positive equilibrium, the conditions of stability and Hopf bifurcation were obtained by taking the delay as the bifurcation parameter. Furthermore, the direction and stability of the Hopf bifurcation are derived by using the theory of normal form and center manifold. These results indicate that self-proliferation intensity can significantly affect the kinetics of viral infection, and the delayed activation of immune cells can induce periodic oscillation scenario. Along with the increase of delay time, numerical simulations give the corresponding bifurcation diagrams under different self-proliferation rates, and verify that there exists stability switch phenomenon under some conditions.
1.
Introduction
Recently, different kinds of viral infection such as HIV (human immunodeficiency virus), HCV (hepatitis C virus) and HBV (hepatitis B virus) have received many attention. Different mathematical models have been formulated to describe the dynamics of virus population in vivo [1,2,3,4,5,6]. The basic viral infection model of within-host can be described by the following three dimensional system [7]:
Here x(t),y(t), and v(t) represent uninfected target cells, infected cells and free virus, respectively. Uninfected cells are produced at a constant rate s, die at rate d1x, and become infected at rate βxv. Infected cells are produced at rate βxv and die at rate by. Free virus are produced from infected cells at rate ky and die at rate uv. It was showed that, for system (1.1), there exist a critical threshold named as the basic reproduction number of virus R0=βskd1d2 to determine its global dynamical behavior [8].
During viral infections, the adaptive immune response is mediated by lymphocytes expressing antigen specific receptors, T and B lymphocytes, namely, humoral and cellular immunity. To study the population dynamics of immune response, Nowak et al. [9] introduced the CTL population into system (1.1) and obtain the following four dimensional system:
Here z(t) denotes CTLs, which is produced at rate cyz because of the stimulation of infected cells, and die at rate d3z. The infected cells are eliminated by CTLs at rate pyz. Following [9], many authors present and develop mathematical models for the cell-mediated immune response [10,11,12,13] and the humoral immunity [14,15,16,17].
Recently study indicates that the self-proliferation of immune cells can not be neglected besides the stimulation of infected cells. In order to mimic the spontaneous proliferation of CTLs, a logistic proliferation term for CTLs was incorporated in virus infection models in [18], where a rigorous mathematical analysis of the effect of self-proliferation of CTLs on the dynamics of viral infection is necessary. In order to understand the effect of self-proliferation and delayed activation of immune cells in a virus model, we propose the following virus infection model:
Here the logistic proliferation term rz(1−z/m) describes the self-proliferation of CTLs, in which parameter r denotes a per capita self-proliferation rate, and m means the capacity of CTLs population. Time delay term cy(t−τ)z(t−τ) represents a sequence of events such as antigenic activation and selection. It has been shown that time delays cannot be ignored in models for viral immune response including intracellular delay during viral infection [19,20,21,22] and time delay of CTLs stimulating proliferation [23,24].
Note that the turnover of virus is much faster than that of infection cells within-host [25,26]. A plausible quasi steady-state assumption is proposed to mimic the fast time-scale[27,28]. In other words, v can be replaced by kyu in (1.3). Let ˆβ=βku and also note as β to simplify the parameter, system (1.3) can be written as:
This paper is organized as follows. In section 2, some preliminary results are obtained, including non-negativity and boundedness of the solution of system (1.4), the existence of equilibria under different self-proliferation intensities of CTLs. Section 3 investigate the local and global stability of the boundary equilibria. Section 4 study the effects of delayed activation of immune cells on the existence of Hopf bifurcation. The direction and stability of Hopf bifurcation is investigated in section 5. Some numerical simulations are given to quantify the impact of self-proliferation and delayed activation of CTLs in section 6. Finally, some conclusions and discusses are presented in section 7.
2.
Preliminary results
In this section, we first discuss the non-negativity and boundedness of solutions of system (1.4). For τ>0, let C=C([−τ,0],R3+) denote the Banach space of continuous function mapping the interval [−τ,0] into R3+ with the topology of uniform convergence. The initial conditions are given by
with ϕi(ξ)≥0, ξ∈[−τ,0] and ϕi(0)>0 (i=1,2,3).
Theorem 2.1. The solutions of system (1.4) satisfying the initial conditions (2.1) are non-negative and ultimately bounded.
Proof. We first define the right-hand side function of system (1.4) as
where K(t)=(K1(t),K2(t),K3(t))T and K1(t)=x, K2(t)=y, K3(t)=z. It is obvious that the function G(t,K(t)) is locally Lipschitz and by the standard theory of functional differential equation, we know that there exists a unique solution for a given initial conditions. To prove the non-negativity of solutions of system (1.4), we first prove the non-negativity over the time interval [0,τ]. Considering the right-hand side functions of system (1.4) over the time interval [0,τ], we have
where ξ∈[−τ,0]. Note that the positivity of parameters and nonnegativity of initial functions. It can be seen from the above expression that each component Gi(t,K(t))≥0. It follows that the solutions of system (1.4) remain nonnegative in [0,τ]. Similarly, we can repeat the process over [τ,2τ] and so on by using the method of steps [29], it can be proved that for any finite interval [0,t], the solutions of system (1.4) remains non-negative.
Now we consider the boundeness of the solutions. Define a new variable X(t)=x(t)+y(t)+pcz(t+τ), and let d=min{1,d1,d2}. By the non-negativity of the solutions of system (1.4), we have
Taking M=s+pm(1+r)24rc, we know lim supt→∞X(t)≤Md. So the solutions of system(1.4) are ultimately bounded. The equilibria of (1.4) are the solutions of the following algebraic equations:
It is easy to see that system (1.4) always has infection-free equilibrium Eyz0=(x0,0,0), where x0=sd1. According to the definition in [30], we obtain the basic reproduction number of virus R0=βsd1d2. Now we define x1=d2β,y1=d1(R0−1)β,x2=sd1,z2=m(r−d3)r. Based on (2.3), after some simple calculations, it is easy to get the following results.
Proposition 2.2. (i) Suppose that R0>1. The immunity-inactivated infection equilibrium Ez0=(x1,y1,0) always exists. Especially, besides Ez0, an infection-free but immunity-activated equilibrium Ey0=(x2,0,z2) will appear if r>d3. (ii) Suppose that 0≤r≤d3. If R0>1+β(d3−r)cd1, system (1.4) has a unique immunity-activated infection equilibrium E∗1=(x∗1,y∗1,z∗1), where
and z∗1 is the unique positive root of the quadratic equation A1z2+B1z+C1=0, in which
(iii) Suppose that r>d3. If R0>1+pm(r−d3)rd2, system (1.4) has a unique immunity-activated infection equilibrium E∗2=(x∗2,y∗2,z∗2), where
and y∗2 is the unique positive root of the quadratic equation A2y2+B2y+C2=0, in which
3.
Global stability analysis of boundary equilibria
In order to study the stability of equilibrium, we linearize system (1.4) about one equilibrium E∗=(x∗,y∗,z∗) and obtain the following linear system
When r=0, it follows from the study of Michael Y. Li and Hongying Shu [23] that time delay τ does not change the stability of the boundary equilibria.
When r>0, by using the linear system (3.1) and constructing Lyapunov function, we can obtain the following results.
Proposition 3.1. Suppose that 0<r<d3. Then we have
(i) The infection-free equilibrium Eyz0 is globally asymptotically stable if R0<1, and it is unstable when R0>1.
(ii) The immunity-inactivated infection equilibrium Ez0 is globally asymptotically stable if 1<R0<1+β(d3−r)cd1, and it is unstable when R0>1+β(d3−r)cd1.
Proof. (ⅰ) By the linear system (3.1), we can obtain the characteristic equation of system(1.4) at Eyz0 as
So the eigenvalues are
As a result, if R0<1, the infection-free equilibrium Eyz0 is locally asymptotically stable, and Eyz0 is unstable if R0>1.
In order to obtain the global stability of equilibrium Eyz0, we consider a Lyapunov function given by
Taking the time derivative of L1 along the solution of system (1.4), we have
Notice that r<d3 and R0<1. We have L′1≤0 for all x(t),y(t),z(t)>0, and L′1=0 only if x=x0, y=0 and z=0. It can be verified that the maximal compact invariant set in L′1=0 is the singleton Eyz0. By the LaSalle's invariance principle, we know the infection-free equilibrium Eyz0 is globally asymptotically stable.
(ⅱ) The characteristic equation of system(1.4) at Ez0 is
When τ=0 and R0<1+β(d3−r)cd1, the roots of (3.3) are negative. When τ>0, the local stability of equilibrium Ez0 is solely determined by
Let λ=iω(τ)(ω(τ)>0) be the root of Eq (3.4). Separating real and imaginary parts yields
Squaring and adding Eq (3.5) gives
Note that
if R0<1+β(d3−r)cd1. Then we konw that (3.3) has no root that can across the imaginary axis, which indicate that the immunity-inactivated infection equilibrium Ez0 is locally asymptotically stable when R0<1+β(d3−r)cd1.
In order to obtain the global stability of Ez0, we construct the following Lyapunov functions:
Taking the time derivative of L2 along the solution of system(1.4), we get
Using s=βx1y1+d1x1 and d2=βx1, we have
Using the LaSalle's invariance principle, we can obtain that Ez0 is globally asymptotically stable.
Proposition 3.2. Suppose that r=d3. Then we have
(i) The infection-free equilibrium Eyz0 is globally asymptotically stable if R0<1, and it is unstable when R0>1.
(ii) The immunity-inactivated infection equilibrium Ez0 is unstable as long as it appears, i.e., R0>1.
Proof. (ⅰ) The characteristic equation of system (1.4) at Eyz0 is
So the eigenvalues are
So if R0<1, the infection-free equilibrium Eyz0 is locally asymptotically stable and if R0>1, the equilibrium Eyz0 is unstable.
In order to obtain the global stability of Eyz0, we construct the following Lyapunov functions:
Taking the time derivative of L3 along the solution of system (1.4), we have
Using the LaSalle's invariance principle, we can obtain that Eyz0 is globally asymptotically stable.
(ⅱ)The characteristic equation of system (1.4) at Ez0 is
It can be showed that there exist positive real root for the characteristic Eq (4.3), which indicates that the infection-free equilibrium Ez0 is unstable. This completes the proof.
Proposition 3.3. Suppose that r>d3. Then we have
(i) The infection-free equilibrium Eyz0 is unstable.
(ii) The immunity-inactivated infection equilibrium Ez0 is unstable.
(iii) If R0<1+pm(r−d3)rd2, the infection-free equilibrium Ey0 is locally asymptotically stable, moreover if R0<1, the infection-free equilibrium Ey0 is globally asymptotically stable; if R0>1+pm(r−d3)rd2, Ey0 is unstable.
Proof. (ⅰ) The characteristic equation of system (1.4) at Eyz0 is
So the eigenvalues are
It follows from λ2=r−d3>0 that the infection-free equilibrium Eyz0 is always unstable. So we can easily get the infection-free equilibrium Eyz0 is always unstable when τ>0.
(ⅱ) The characteristic equation of system (1.4) at Ez0 is
Note that r>d3. It can be shown that there exist positive real root for the characteristic equation above, which indicates that the immunity-inactivated infection equilibrium Ez0 is unstable.
(ⅲ) The characteristic equation of system (1.4) at Ey0 is
The eigenvalues are
Note that
Thus, the infection-free equilibrium Ey0 is locally asymptotically stable if R0<1+pm(r−d3)rd2, and Ey0 is unstable if R0>1+pm(r−d3)rd2.
In order to obtain the global stability of Ey0, we construct the following Lyapunov function:
Taking the time derivative of L4 along the solution of system (1.4) and using a computation process similar to that of Theorem 3.9, we have
Thus, dL4dt≤0 if R0<1, and dL4dt=0 only if x=x2,y=0 and z=z2, i.e., the maximal invariant subset in {(x,y,z):dL4dt|(1.4)=0} is the singleton {Ey0}. As a result, Ey0 is globally asymptotically stable based on the LaSalle's invariance principle. This complete the proof.
Remark 3.4. From Proposition 3.1 to Proposition 3.3, we can see that the delay τ does not affect the stability of infection-free equilibrium Eyz0, Ey0 and immune-unactivated Ez0 equilibrium.
4.
Stability of positive equilibrium and Hopf bifurcation
In this section, we take the discrete delay τ as a bifurcation parameter and show that when the positive equilibrium E∗2 loses its stability and a Hopf bifurcation appears when the delay τ passes through a critical value. We point out there also exists a Hopf bifurcation at positive equilibrium E∗1 as the delay τ passes through a critical value and the proof is similar.
The characteristic equation of system (1.4) at E∗2 is
where
When τ=0, the characteristic equation of system (1.4) at E∗2 is
where
After some calculations, we have
It follows from the Routh-Hurwitz criterion that E∗2 is locally asymptotically stable when time delay is absent.
When τ>0, putting λ=iω into characteristic Eq (4.1) and separating real and imaginary parts, we have
Since sin2(ωτ)+cos2(ωτ)=1, squaring and adding the two Eqs (4.2) and (4.3), we have
where
Let u=ω2, Eq (4.4) becomes
If Eq (4.5) has a positive real root u, the characteristic Eq (4.1) has a purely imaginary root iω=i√u; otherwise, Eq (4.1) has no purely imaginary root.
Note that
Let
Then we know that G(u) is monotonically increasing if Δ≤0, which indicates that Eq (4.5) has no positive root when p3≥0 and Δ≤0.
If Δ>0, the function G(u) has two critical points
Thus we know that Eq (4.5) has unique positive root u0 with G′(u0)>0 if one of the following two conditions hold:
(H1)Δ>0, p3<0, u∗∗<0 and u∗>0;
(H2)Δ>0, p3<0, u∗>0 and G(u∗∗)<0.
Equation (4.5) has two positive roots u1<u2 with G′(u1)<0 and G′(u2)>0 if the following assumption is satisfied:
(H3)Δ>0, p3>0, u∗>0 and G(u∗)<0.
Let ωk=√uk,k=0,1,2. It follows from Eqs (4.2) and (4.3) that the value of τ associated with the purely imaginary root iωk should satisfy
For k=0,1,2, we define
Then at increasing sequences of τ values,
Eq (4.1) has purely imaginary roots iωk,k=0,1,2.
Now we consider the transversality conditions associated with Hopf bifurcation. Substituting λ(τ) into Eq (4.1) and differentiating the resulting equation in τ, we obtain
which indicates that
Since G′(u0)>0, G′(u1)<0 and G′(u2)>0, then for n=0,1,2,..., we have
and
Then we know that at each τ0n and τ2n, n=0,1,2,⋅⋅⋅, a pair of characteristic roots of Eq (4.1) cross the imaginary axis to the right. At each τ1n, n=0,1,2,⋅⋅⋅, a pair of characteristic roots of Eq (4.1) cross the imaginary axis to the left. Then the transversality condition required by the Hopf bifurcation theorem is satisfied.
Note that ωk=√uk and u1<u2. We have ω1<ω2, which indicates that
Then there exists a positive integer k such that
We thus obtain the following result.
Theorem 4.1. For system (1.4), we have
(i) If Δ≤0 and p3≥0 holds, E∗2 is asymptotically stable for all τ>0.
(ii) If one of the conditions (H1) and (H2) holds, E∗2 is asymptotically stable when τ∈[0,τ00) and unstable when τ>τ00, that is system (1.4) undergoes a Hopf bifurcation at E∗2 when τ=τ00.
(iii) If the condition (H3) holds, system (1.4) undergoes a Hopf bifurcation at E∗2 along two sequences of τ values τ1,2n, n=0,1,2.... Furthermore there exists a positive integer k such that E∗2 is stable when
E∗2 is unstable when
5.
Direction and stability of the Hopf bifurcation
In the previous section, we know that system (1.4) undergoes a Hopf bifurcation at E∗2 along some sequences of τ values. Let τ∗ be one of the Hopf bifurcation points. As pointed out in Hassard et al. [31], it is interesting to determine the direction, stability and period of these periodic solutions.
Let μ=τ−τ∗, and then μ is new bifurcation parameter of the system. Define
System (1.4) may be written as:
where
and
By Riesz representation theorem, there exists a matrix η(θ,μ):[−τ,0]→R3 whose components are bounded variation functions such that
where
and δ(θ) is the Dirac delta function.
For ϕ∈C([−τ,0],R3), we define
and
Then system (1.4) is equivalent to the following operator equation
For φ∈C([0,τ],R3), we define the adjoint operator of A(0) as A∗(0), where
For the convenience of research, we simply write A for A(0), A∗ for A∗(0), R for R(0), η(θ) for η(θ,0), for φ∈C([0,τ],R3) and ϕ∈C([−τ,0],R3).
Define a bilinear form as
Let q(θ) and q∗(s) to be the eigenvectors of matric A and A∗ corresponding to eigenvalue iω0 and −iω0, respectively. Then
We can choose appropriate q(θ) and q∗(s) such that <q(θ),q∗(s)>=1,
where
and
Note that
Then we can choose ˉD as
such that <q(θ),q∗(s)>=1.
According to the notations in Hassard et al. [31], we need to compute the center manifold C0 at μ=0. Let ut be the solution of Eq (5.1) when μ=0 and define
On the center manifold C0, we have W(t,0)=W(Z(t),ˉZ(t),θ), where
Z and ˉZ are local coordinates for center manifold C0 in the direction of q∗ and ˉq∗. Note that if Xt is real, W is real. We only consider the real solutions. For the solution of the Eq (5.1) Xt∈C0, we have
Now we rewrite this equation as ˙Z(t)=iωZ+g(Z,ˉZ), where
Note that ut(θ)=W(t,θ)+Zq(θ)+ˉZˉq(θ). We have
Comparing the coefficients with Eq (5.4), we have
It remains to compute W11(0) and W20(0) in g21. From Eqs (5.2) and (5.3), we have
We rewrite the Eq (5.6) as
where
Thus
From Eq (5.7), we know that for θ∈[−1,0)
Comparing the coefficients with Eq (5.8), we obtain
From Eqs (5.8) and (5.9) and the definition of A, we have
where q(θ)=(1,q2,q3)Teiθωτ. Hence
where
Similarly, from Eqs (5.8) and (5.10) we obtain
where
So far, we have calculated g20, g11, g02, g21 in Eq (5.5) and then we can obtain
It is well known that ν2 and β2 will determine the direction and stability of the Hopf bifurcation, and T2 determines the period of the bifurcated periodic solutions, respectively. In particular, the Hopf bifurcation is supercritical (subcritical) if ν2>0(ν2<0), and the bifurcated periodic solutions exist for τ>τ0(τ<τ0). The bifurcated periodic solutions are stable (unstable) if β2<0 (β2>0) and the period will become longer (shorter) if T2>0 (T2<0).
6.
Numerical simulations
In this section, we carry out some numerical simulations to display some qualitative behaviours of system (1.4). Table 1 lists the values or ranges of parameters for system (1.4) referring to [21].
We first study the effect of logistic growth on the dynamics of system (1.4). According to the ranges of parameters in Table 1, we take the following parameters
Figure 1 presents the bifurcation diagrams of the solutions for system (1.4) with respect to τ and different logistic growth rate r. One can see that the positive equilibrium E∗1 of system (1.4) is local asymptotically stable when τ<τ∗=0.8 and the bifurcated periodic solutions occurs through Hopf bifurcations when τ>τ∗. Similarly, the positive equilibrium E∗2=(49.42,0.12,9.77) of system (1.4) is local asymptotically stable when τ=8<τ∗=8.655 and the bifurcated periodic solutions occur through Hopf bifurcations when τ=9>τ∗. At the same time, one can note that, except r=0, the values of Hopf bifurcation points increase with the increase of r. On the other hand, the amplitude of the bifurcated periodic solution increase with the increase of time delay τ and decrease with the increase of r.
Figure 2 presents phase diagrams of the solutions for system (1.4) with r=0.3 and different values of τ. One can see that the positive equilibrium E∗2=(49.42,0.12,9.77) is local asymptotically stable when τ=8<τ∗=8.655 and the bifurcated periodic solutions occur through Hopf bifurcations when τ=9>τ∗. Furthermore, using the given parameter values (6.1), we can obtain c1(0)=−19.651+26.769i by some calculations and then we know that μ2>0, β2<0, T2<0 by (5.11). According to the conclusion in [31], we know that the Hopf bifurcation at τ∗=8.655 is supercritical, and the bifurcating periodic solution is stable.
In order to investigate the stability switch of equilibrium, we take the following parameters
We obtain there exists positive equilibrium E∗2=(18.8775,1.6487,69.5102) and the characteristic equation of system (1.4) have two pure virtual roots ω1=0.4464 and ω2=1.4748. Then by (4.7) we get
and
Noting that τ21>τ12, we know that E∗2 is asymptotically stable when τ∈[0,τ10)∪(τ20,τ11) and is unstable when τ∈(τ10,τ20)∪(τ11,+∞). Figure 3 presents time series diagrams of the solutions for system (1.4) with different values of τ. One can see that there exists stability switch of equilibrium E∗2 as τ increases and some periodic solutions are bifurcated by Hopf bifurcation.
7.
Conclusions and discussions
In this paper, a viral infection model with self-proliferation of cytotoxic T lymphocytes (CTLs) and activation time delay of immune cells is proposed. We mainly focus on two topics. First, we study the global dynamics of system (1.4) through constructing appropriate Lyapunov functions. Then we examine the impact of the activation time delay of immune cells on the existence of periodic solutions. The global dynamical properties of system (1.4) can be summarized in the following Table 2. Numerical simulations verify the theoretical analyses. In particular, we find that for different values of the delay in CTL response, the system can stabilize at the positive equilibrium when the delay is small, or stabilize at a stable periodic oscillation when the delay is large. The amplitudes of bifurcated periodic solutions increase with the increase of activation time delay of immune cells and decrease with the increase of r (Figure 1). It is also found that there exists stability switch phenomenon under some conditions (Figure 3). The results indicate that the self-proliferation intensity and activation time delay of immune cells can significantly affect the kinetics of viral infection.
Some aspects of the viral infection problem remain to be studied in the future. For instance, we plan to extend our analysis to global Hopf bifurcation analysis. Some other factors that influence the dynamics of viral infection including the heterogeneity of space and movement of cells may be investigated.
Acknowledgments
The authors would like to thank the reviewers and the editor for their careful reading, helpful comments and suggestions that greatly improved the paper. This work is supported by the National Natural Science Foundation of China (Grant Nos. 11701472, 11771448, 11871403).
Conflict of interest
The authors declare that they have no conflict of interest.