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- Review -
Role of the epididymis in sperm competition
Russell C. Jones1, Jean-Louis
Dacheux2, Brett Nixon1, Heath W.
Ecroyd3
1Discipline of Biological Sciences, University of Newcastle, Callaghan 2308, Australia
2UMR INRA-CNRS 6073, Physiologie de la Reproduction et des Comportements, Nouzilly 37380, France
3Department of Chemistry, University of Adelaide, Adelaide 5005, Australia
Abstract
Although it is generally understood that the testes recruited kidney ducts for reproductive function during the
evolution of vertebrates, little is understood of the biological significance of the adaptation. In the context of the
evolution of the mammalian epididymis, this report provides evidence that a major role of the epididymis is to enhance
a male's chance of achieving paternity in a competitive mating system. A unique example of sperm cooperation in
monotremes is used as evidence that the epididymis produces sperm competition proteins to form groups of 100
sperm into bundles that have a forward motility nearly thrice that of individual spermatozoa. As it required 3-h
incubation in vitro under capacitation conditions to release motile sperm from the bundles, it is suggested that the
monotremes provide an example of capacitation that is quite different from capacitation in higher mammals. It is
suggested that variation between species in the intensity of sperm competition could explain the variation that occurs
between species in the amount of post-testicular sperm maturation and storage in the epididymis, an explanation of
why the human epididymis does not play as important a role in reproduction as the epididymis of most
mammals. (Asian J Androl 2007 July; 9: 493_499)
Keywords: epididymis; sperm maturation; sperm storage; capacitation; sperm competition; sperm cooperation
Correspondence to: Dr Russell C. Jones, Discipline of Biological Sciences, The University of Newcastle, Callaghan 2308, Australia.
Tel: +61-2-4921-5702 Fax: +61-2-4921-6923
E-mail: Russell.Jones@newcastle.edu.au
DOI: 10.1111/j.1745-7262.2007.00284.x
1 Introduction
It is generally understood that during evolution the testes have taken over kidney ducts for reproductive function
[1]. However, the biological significance of the adaptation has not been satisfactorily resolved. The development of
extragonadal duct systems in the female has the obvious advantage that fertilization and embryonic development can
proceed in a protected environment. However, the value of developing the complex, testicular excurrent duct system
of mammals is not so obvious. It is well established that mammalian spermatozoa are not capable of fertilizing an
ovum when they leave the testis and only acquire this capacity during passage through the epididymis, by a process
that involves structural and molecular changes. This epididymal development is correlated with a subsequent need for
spermatozoa to undergo a period of capacitation before they can immediately fertilize an ovum [2_5]. These
developments are in distinct contrast to the extragonadal duct system of other endotherms, such as non-passerine birds in
which sperm are capable of fertilizing an ovum when they leave the testis (although the capacity is enhanced during
epididymal transit) and capacitation is not required [6, 7].
It has been suggested that a major role
of the epididymis is to enhance a male's chance of achieving paternity in
a competitive mating system [8]. That is, it is an adaptation involved in what is referred to as sperm competition, the
processes involved in the inter-male competition to achieve paternity and which play an important role in evolution
[9_11]. Sperm competition is significant in driving reproductive adaptations in males as there are many more mitotic
divisions in the male than female germ line [12, 13]. It has been estimated that, depending upon the species and genes
under consideration, embryos might have up to six times more mutations originating in the male than female germ line,
and this has led to the hypothesis that evolution is male driven [14, 15].
2 Sperm cooperation
2.1 Sperm bundles in monotremes
Our work on the monotremes, the platypus and
Australian echidna, provide some of the most convincing
evidence that the mammalian epididymis is adapted for
sperm competition. From an evolutionary perspective
the monotremes are the earliest offshoot of the
mammalian line and an enigmatic mixture of mammalian,
reptilian and specialized characteristics that make them
uniquely suitable for research into the evolution of
mammals. The reproductive tracts of the platypus and
echidna are similar and indicate that both species are
involved in a high level of sperm competition. They have
large testes relative to body mass (e.g. 0.6%_1.3% of
body mass in the echidna) and a long, highly specialized
penis. Also, their courtship behavior involves
considerable inter-male rivalry to mate involving venomous spurs
in platypus [16], and the formation of `trains' in echidna,
in which a number of males follow in line behind an
oestrous female [17]. A unique characteristic of monotremes is that their sperm form into bundles
(Figure 1) as they transit the epididymis [18]. The bundles
form as spermatozoa pass through the isthmus joining
the initial and terminal segments of the epididymis in a
manner that suggests that at least two proteins are
involved in a specific sequence of processes (Figure 2).
The spermatozoa initially group into a sphere with the
rostral ends of their heads facing the centre, presumably
held in place by protein. Then, groups (of approximately
100 spermatozoa in the echidna) re-orientate, lying
roughly side-by-side forming a V-shaped bundle with the
tips of the rostral ends of their heads embedded in
material that is electron dense, and most of the rest of the
heads are supported by a more flocculent electron dense
material (see Figures 2 and 3 in [19]).
1-D gels of micropuncture samples of luminal fluid
from along the epididymis of the echidna [19] show a
pattern of proteins similar to samples of luminal fluid
from eutherian [20] or marsupial [21] mammals. The
concentration of protein increases along most of the caput
epididymidis, but the pattern does not change significantly.
The pattern is also much the same in samples from the
cauda epididymidis, and our earlier work found no
convincing evidence that new proteins are secreted
coincident with the formation of sperm bundles [19]. However,
when the synthesis and secretion of proteins along the
epididymis was examined (Figure 3) it was found that at
least two new proteins, with molecular weights of
approximately 60 000 Da and 76 000 Da, were secreted
into the region of the duct where spermatozoa formed
into bundles. As the secretion of these proteins
coincides with sperm bundle formation, they are good
candidates to be sperm competition proteins in the echidna.
Our findings on the platypus are consistent with the
echidna except that the molecular weights are lower for
the proteins associated with sperm bundle formation.
When epididymal luminal fluid and ejaculated semen
from the echidna were diluted and incubated in
vitro, the sperm bundles moved forward at a velocity of
approximately 140 µm/sec, and three times faster than individual
sperm. The bundles are also faster than the sauropsid
sperm from the Japanese quail (50 µm/s) and
mammalian sperm, such as that of humans (40_50 µm/s [22])
and rams (110 µm/s [23]). The bundles of echidna sperm
persist during incubation in vitro for at least 2.5 h and
seem to require a signal to disperse motile sperm. In
capacitation medium the bundles only dispersed motile
sperm after incubation for 3 h in the presence of a cAMP
analogue and a phosphodiesterase inhibitor, implying a
role for a cAMP signaling pathway as in higher mammals [5, 24].
2.2 Sperm cooperation in marsupials and eutherians
The form and method of formation of sperm bundles
in monotremes is unique among the vertebrates. The
method of formation clearly involves a sequence of
processes and proteins that can reversibly bind to the sperm
membrane and to themselves. Although the process
occurs in the epididymis and involves epididymal proteins,
it is necessary to resolve how the epididymal proteins
interact with components of sperm which are present
when sperm leave the testis.
Other forms of sperm cooperation have been recorded among mammals. Guinea pig sperm form
rouleaux during passage through the epididymis, but the
formation does not persist in vitro or in the female
reproductive tract [10]. Sperm from most American
marsupials [25, 26] form pairs during epididymal passage.
Compared to individual spermatozoa in vitro, the pairs have
slightly higher velocity in normal medium and
considerably greater velocity when the viscosity of the medium
is increased [27]. The common wood mouse, Apodemus
sylvaticus [28], displays unique
agregations in vitro resulting in "trains" of hundreds or thousands of cells,
which significantly increase sperm progressive motility
and their ability to penetrate viscous media. Dispersal is
associated with most of the sperm undergoing a
premature acrosome reaction. Although it is likely that the
capacity to form sperm trains develops during epididymal
transit, this has not been determined.
3 Sperm maturation and storage in the epididymis
Sperm competition has produced the male reproductive equivalent of an arms race resulting in the
evolution of numerous adaptations to enhance males'
capacity to achieve paternity in competitive mating
systems [10, 29, 30]. Natural selection can ensure that
when a male develops a characteristic to enhance his
success in sperm competition, it can eventually become
a characteristic of the species, or even an Order or Class.
Presumably, this is how the mammalian epididymis has
become specialized for sperm maturation and storage,
adaptations to increase the quality and quantity of sperm
in an ejaculate. Indeed, work on heterospermic
inseminations shows that both these characteristics are very
important in sperm competition [31-35]. Furthermore,
even when a characteristic becomes universal among a
group its importance between subgroups might depend
on the intensity of the selective pressure for the
characteristic. Consequently, as there is variation in the
intensity of sperm competition among mammalian species,
there should also be variation in the amount of
post-testicular sperm maturation and sperm storage in the
epididymis.
3.1 Sperm maturation in the epididymis
There has been little discussion relating
post-testicular sperm maturation to sperm competition. This lack of
discussion is surprising considering the amount of
published work on the role of epididymal proteins in
post-testicular sperm maturation and the convincing work on
Drosophila, which shows that their accessory glands of
reproduction produce at least four sperm competition
proteins, and that the genes for these proteins are under
strong, positive Darwinian selection [36, 37]. In this respect,
the demonstration that epididymal proteins are implicated in
developing and improving the capacity of sperm to fertilize
ova [38, 39] could be interpreted as evidence that the
epididymis secretes sperm competition proteins.
Some variation among scrotal mammals has been identified in the importance of post-testicular sperm
maturation among mammals. For example,
vaso-epididymovasostomy of humans and laboratory species has
shown that post-testicular sperm maturation is not as
important in humans as in the rat and the rabbit [40_42].
Furthermore, there is considerable variation between
species in the extent that the acrosome is modified in the
epididymis. It varies from not at all in monotremes
[43_45] and some primates, including man [46_48], modest
modification in lagomorphs, ungulates and elephants
[49_51], and spectacular changes in some rodents [52].
3.2 Sperm storage in the epididymis
There is some acceptance that the cauda epididymidis
of scrotal mammals plays a role in sperm competition
because it is adapted to store sperm [53]. This ensures that,
during several days of intense mating, daily sperm output
by a male can greatly exceed daily sperm production by
the testes [1, 8]. Although there is little understanding of
the mechanism of sperm storage there is some knowledge
of how the specialization is achieved. The cauda
epididymidis provides an environment lower than testicular
temperature [54] and a unique milieu [55] that keeps the sperm
at a metabolic rate one-third to one-fifth that of diluted
epididymal spermatozoa [56]. There is also significant
circumstantial evidence showing the evolution of the cauda
epididymidis for sperm storage [53, 57]. Even amongst
the Aves a sperm storage region that looks like the
mammalian cauda epididymidis has developed among the
passerines [58], presumably an adaptation associated with
the greater demands of flight in passerines (than
non-passerines) limiting the mass of the testes.
Furthermore, there is considerable variation between
species of scrotal mammals in the proportion of extragonadal
sperm that are stored in the cauda epididymidis: from, for
example, 26% in the spinifex hopping mouse, Notomys
alexis [59], 29% in Smithopsis macrura [60], 44% in the
Rhesus monkey [61], 53% in humans [62], 74% in the
Plains rat, Pseudomys australis [59], 79% in the ram [63]
and 84% in the hamster [61]. There are also reports that
cats, gorillas, marmosets and talapoin monkeys store
relatively few sperm in the cauda epididymidis [64].
Curiously, some species store a significant proportion of
extragonadal sperm in the ductus deferens. For example,
the spinifex hopping mouse, Notomys alexis, has a
similar number of spermatozoa in the ductus deferens (mainly
to the middle and urethral regions) and cauda epididymidis
[65]. Also, the common shrew, Sorex
araneus, has a distal distended region of the ductus deferens which
appears to function as a sperm reservoir [66].
3.3 Epididymal function and sperm competition in
humans
The discussion above indicates that in humans the
epididymis is less developed for sperm maturation and
storage than in most other mammals. It is suggested
that this is because sperm competition is less important
in driving human evolution than it is in most other
mammals, a consequence of the protection and help that
a male can contribute towards rearing his children. Smith
[67] reviews the evidence for sperm competition in
humans and concludes that it occurs particularly "in the
contexts of communal sex, rape, prostitution, courtship,
and (most commonly) facultative polyandry". However,
most estimates of the occurrence of cuckoldry in
humans over the past tens of thousands of years, are small.
Even hunter_gatherer societies, such as the Australian
aborigines, recognized a relationship between coitus and
pregnancy, had very strict mores determining
relationships and have been shown to be accurate in knowing
paternity [68]. Some of the estimate of 2% cuckoldry in
the !Kung has been attributed to errors in labeling of
samples [11]. Evidence from Y chromosome studies
indicate that cuckoldry has averaged only approximately
1.3% per generation in England since the late Middle Ages
[69]. It is suggested that the higher average cuckoldry
rates that have been estimated for recent decades [70,
71] might be related to increased affluence and social
security, and there has been insufficient time for them to
influence the current status of the human epididymis.
4 Sperm capacitation in mammals
Monotremes have sauropsid-like sperm that have some mammalian characteristics, such as the way the
acrosome lies over the head and the presence of a
cytoplasmic droplet that migrates along the midpiece
[43_45]. However, no structural changes (other than the
droplet migration) have been recognized after monotreme
sperm leave the testis and it is not known whether
monotreme spermatozoa require post-testicular sperm
maturation and capacitation like higher mammals, or
whether they are like the avian model and are involved in
little post-testicular maturation and do not require
capacitation before they are capable of fertilizing an ovum.
The formation of sperm bundles in monotremes, their
persistence during incubation in vitro, and subsequent
dissociation in capacitation medium raises a question about
the nature of sperm capacitation. There is no doubt that
the spermatozoa are firmly held within the bundles so it
is unlikely that they could fertilize an ovum until after
they disperse from the bundles. Consequently, it could
be argued that the need for a period of incubation before
the bundles disperse is consistent with the definition of
capacitation. Also, the dispersion of monotreme's
spermatozoa from bundles involves the cAMP signaling
pathway, like capacitation in higher mammals (see above).
However, the development of the need for capacitation
and the capacitation process itself are quite different in
the monotremes from the process in higher mammals.
Little is known of the mechanism in marsupials [5, 72].
In eutherians, it has been shown that the concentration
of cholesterol in the sperm membrane increases in the
epididymis [73, 74] and capacitation involves the loss of
cholesterol from the sperm membrane [4]. Protein has
been implicated as an acceptor of cholesterol during
capacitation and there are several lipid carrying proteins
secreted by the epididymis that could act as donors [75,
76]. However, no more direct involvement of protein
has been identified. The development of the need for
capacitation in monotremes directly involves protein in
the formation of sperm bundles. The protein probably
binds to the rostral tip of the sperm membrane and to
itself to form spheres of sperm all with their heads
facing the centre, and then protein probably binds to the
lateral membrane of the sperm head and to itself to form
the V-shaped bundles. Questions to be resolved are: do
the receptors for the protein(s) develop on the sperm
membrane in the testis or epididymis; and what is the
nature of the bonds between the epididymal protein and
the sperm membrane, and between epididymal proteins
to hold the sperm together in a bundle?
It is perhaps noteworthy that the difference in forms
of capacitation and post-testicular sperm maturation
between the monotremes and the higher mammals is
correlated with an increase in the structural differentiation
of the ductus epididymidis. The monotreme epididymis
is definitely mammalian [18, 19, 77, 78] and the ductus
epididymidis of the echidna (and the platypus epididymis
is as big) is as long relative to testis mass as the ductus in
eutherian [79] and marsupial [80] mammals. Most of
the epididymis of monotremes (96% in the echidna) is
similar in structure and dependence on luminal fluid from
the testis to the initial segment of the rat and other
laboratory and domestic animals [18, 77, 78]. However,
there is only one other segment: a short, terminal segment.
Marsupials and eutherians are differentiated into at least
six structurally distinct segments, the initial segments
being much shorter than in the monotremes (37% and
15% respectively of the total length of the ductus
epididymidis).
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