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Computational and Mathematical Methods in Medicine logoLink to Computational and Mathematical Methods in Medicine
. 2016 Dec 15;2016:3903726. doi: 10.1155/2016/3903726

Global Stability of Delayed Viral Infection Models with Nonlinear Antibody and CTL Immune Responses and General Incidence Rate

Hui Miao 1, Zhidong Teng 1,*, Zhiming Li 1
PMCID: PMC5198507  PMID: 28115980

Abstract

The dynamical behaviors for a five-dimensional viral infection model with three delays which describes the interactions of antibody, cytotoxic T-lymphocyte (CTL) immune responses, and nonlinear incidence rate are investigated. The threshold values for viral infection, antibody response, CTL immune response, CTL immune competition, and antibody competition, respectively, are established. Under certain assumptions, the threshold value conditions on the global stability of the infection-free, immune-free, antibody response, CTL immune response, and interior equilibria are proved by using the Lyapunov functionals method, respectively. Immune delay as a bifurcation parameter is further investigated. The numerical simulations are performed in order to illustrate the dynamical behavior of the model.

1. Introduction

In recent years, many authors have formulated and studied mathematical models which describe the dynamics of virus population in vivo. These provide insights in our understanding of HIV (human immunodeficiency virus) and other viruses, such as HBV (hepatitis B virus) and HCV (hepatitis C virus) [134]. In particular, the global stability of steady states for these models will give us a detailed information and enhance our understanding about the viral dynamics.

During viral infections, the immune system reacts against virus. The antibody and CTL play the crucial roles in preventing and modulating infections. The antibody response is implemented by the functioning of immunocompetent B lymphocytes. The CTL immune response has the ability to suppress the virus replication in vivo. Hence, in order to prevent virus infection, an effective vaccine needs both strong neutralizing antibody and CTL immune responses [1, 2, 14, 1823, 2532]. Based on these, it is of interest for us to investigate whether sustained oscillations are the result of delayed viral infection model. This provides us with the motivation to conduct our work. In [2], Balasubramaniam et al. developed the viral infection model by incorporating immune delays and Beddington-DeAngelis incidence rate

dxtdt=λdxtβ1ϵrtxtvt1+mxt+nvt,dytdt=β1ϵrtxtvt1+mxt+nvtaytpytzt,dvtdt=k1ϵpiytuvtqvtwt,dwtdt=gvtwthwt,dztdt=cytτztτbzt, (1)

where x, y, v, w, and z denote the concentrations of susceptible host cells, infected cells, free virus, antibody responses, and CTL immune responses, respectively. The local and global stability of the infection-free equilibrium and infected equilibrium and the existence of Hopf bifurcation are obtained. Furthermore, by using the Nyquist criterion, the estimation of the length of the delay to preserve stability of the infected equilibrium is obtained.

Motivated by the work in [1, 2, 20, 21], in the present paper we propose a general viral infection model with three time delays which describes the interactions of antibody, CTL immune responses, and nonlinear incidence rate

dxtdt=sxfx,v,dytdt=em1τ1fxtτ1,vtτ1ag1ypg1yg4z,dvtdt=kem2τ2g1ytτ2ug2vqg2vg3w,dztdt=cg1ytτ3g4ztτ3bg4z,dwtdt=rg2vg3whg3w, (2)

where s(x) denotes the intrinsic growth rate of uninfected target cells accounting for both production and natural mortality. In the literature of virus dynamics, the typical forms of the growth rate are s(x) = λdx and s(x) = λdx + rx(1 − x/K), where λ, d, r, K are positive real numbers [413, 15, 16, 18, 2023, 2632, 34].

We assume that the incidence of new infections of target cells occurs at a rate f(x, v). This form of incident rate is general to encompass several forms such as bilinear incidence βxv [4, 13], saturated incidence βxv/(1 + bv) [16], Holling type II functional response βxv/(1 + ax) [15], and Crowley-Martin incidence βxv/(1 + ax + bv + abxv) [12, 35], where β, a, and b are positive constants.

It is also assumed that the death rates of the infected target cells, viruses, antibody, and CTLs depend on their concentrations. These rates are given by ag 1(y), ug 2(v), hg 3(w), and bg 4(z), respectively. The neutralization rate of viruses and the activation rate of B cells are proportional to the product of the removal rates of the viruses and B cells. Let qg 2(v)g 3(w) and rg 2(v)g 3(w) be the neutralization rate of viruses and activation rate of B cells, respectively. The typical forms can be seen as qvw and rvw [1, 2, 20, 21, 31, 32]. Accordingly, let pg 1(y)g 4(z) and cg 1(y)g 4(z) be the killing rate of infected cells and the birth rate of the CTL cells, respectively. The typical forms are pyz and cyz that appear in several papers [1, 2, 14, 20, 22, 27, 30, 34].

For model (2), based on the epidemiological background, we assume that virus production occurs after the virus entry by the time delay τ 1. The probability of surviving the time period from tτ 1 to t is e m1τ1. Let τ 2 be the maturation time of the newly produced viruses. The constant e m2τ2 denotes the surviving rate of virus during the delay period. Antigenic stimulation generating CTL cell may need a period of time τ 3.

In this paper, our purpose is to investigate the dynamical properties of model (2), including the local and global stability of equilibria. The reproduction numbers for viral infection, antibody response, CTL immune response, CTL immune competition, and antibody competition, respectively, are calculated. By using Lyapunov functionals and LaSalle's invariance principle, the threshold conditions for the global asymptotic stability of infection-free equilibrium E 0, immune-free equilibrium E 1, infection equilibrium E 2 only with antibody response, and infection equilibrium E 3 only with CTL immune response and infection equilibrium E 4 with both antibody and CTL immune responses when the delay τ 3 = 0, respectively, are established. By using the linearization method, the instability of equilibria E 0, E 1, E 2, and E 3, respectively, is also established. Furthermore, by using the numerical simulation method, we will discuss the existence of the Hopf bifurcation and stability switches at equilibria E 3 and E 4 when τ 3 > 0.

The organization of this paper is as follows. In the next section, the basic properties of model (2) for the positivity and boundedness of solutions, the threshold values, and the existence of equilibria are discussed. In Section 3, the threshold conditions on the global stability and instability of equilibria E 0, E 1, and E 2 are proved. When τ 3 = 0, the threshold conditions on the global stability and instability for equilibria E 3 and E 4 are stated and proved. In Section 4, the numerical simulations are given to further discuss the stability of equilibria E 3 and E 4 when τ 3 > 0. It is shown that the Hopf bifurcation and stability switches at these equilibria occur as τ 3 increases. In the last section, we offer a brief conclusion.

2. Preliminaries

Let τ = max⁡{τ 1, τ 2, τ 3} and R + 5 = {(x 1, x 2, x 3, x 4, x 5) : x i ≥ 0, i = 1,2,…, 5}. C([−τ, 0], R + 5) denotes the space of continuous functions mapping interval [−τ, 0] into R + 5 with norm ‖ϕ‖ = supτt≤0⁡{|ϕ(t)|} for any ϕC([−τ, 0], R + 5).

The initial conditions for any solutions of model (2) are given as follows:

xθ,yθ,vθ,zθ,wθ=ϕ1θ,ϕ2θ,ϕ3θ,ϕ4θ,ϕ5θ,ϕiθ0,θτ,0,ϕi0>0,i=1,2,3,4,5, (3)

where (ϕ 1(θ), ϕ 2(θ), ϕ 3(θ), ϕ 4(θ), ϕ 5(θ)) ∈ C([−τ, 0], R + 5). By the fundamental theory of functional differential equation [36], model (2) admits a unique solution (x(t), y(t), v(t), z(t), w(t)) satisfying initial conditions (3).

In this paper, we firstly introduce the following assumptions:

  • (H1)

    s(x) is continuously differentiable. There exists x¯>0 such that s(x¯)=0 and s(x¯)<0.

  • (H2)

    f(x, v) is continuously differentiable; f(x, v) > 0 for x ∈ (0, ), v ∈ (0, ); f(x, v) = 0 if and only if x = 0 or v = 0; ∂f(x, v)/∂x ≥ 0 and ∂f(x, v)/∂v ≥ 0 for all x ≥ 0 and v ≥ 0; (d/dx)(∂f(x, 0)/∂v) ≥ 0 for all x ≥ 0.

  • (H3)

    g i(ξ)  (i = 1,2, 3,4) is strictly increasing on [0, ); limξ⁡ g i(ξ) = +; and there exists k i > 0 such that g i(ξ) ≥ k i ξ for any ξ ≥ 0; g i(0) = 0 and g i′(0) = 1.

  • (H4)

    f(x, v)/g 2(v) is nonincreasing with respect to v for v ∈ (0, ).

From (H 1) we easily obtain that s(x) > 0 for all 0<x<x¯ and s(x) < 0 for all x>x¯. Assumption (H 1) shows that the number of healthy cells x has a maximum capacity x¯ in the absence of infection. When x<x¯, s(x) has a positive growth; if x>x¯ it has a negative growth. Assumption (H 2) implies that there are no new infected cells (i.e., f(x, v) = 0) without healthy cells (x = 0) or virus (v = 0). The higher the number of healthy cells x is, the higher the number of healthy cells x which are infected in the unit time will be. Similarly, the higher the amount of virus v is, the higher the number of healthy cells x which are infected in the unit time will be. Assumption (H 3) assumes that the death rates of the infected target cells y, virus v, antibodies w, and CTLs z depend on their concentrations. If these numbers y, v, w, z increase, the corresponding rates ag 1(y), ug 2(v), hg 3(w), and bg 4(z) will increase, and the ratio g i(ξ)/ξ is no less than a positive constant for i = 1,2, 3,4. Finally, assumption (H 4) indicates that both the rate of new infections of target cells and the virus clearance rate increase according to the level of virus. However, the corresponding ratio is nonincreasing.

Using an argument similar to [14] we have the following result.

Theorem 1 . —

Assume that (H 1)–(H 4) hold. Let (x(t), y(t), v(t), z(t), w(t)) be the solution of model (2) with initial conditions (3); then (x(t), y(t), v(t), z(t), w(t)) is positive and ultimately bounded.

Next, we discuss the existence and uniqueness of equilibria of model (2). We know that any equilibrium E = (x, y, v, z, w) of model (2) satisfies

sxfx,v=0,em1τ1fx,vag1ypg1yg4z=0,kem2τ2g1yug2vqg2vg3w=0,cg1yg4zbg4z=0,rg2vg3whg3w=0. (4)

It is clear from (4) that model (2) has a unique infection-free equilibrium E0=(x¯,0,0,0,0). When y = 0, from (4) we have s(x) = f(x, v), g 2(v)(u + qg 3(w)) = 0, g 4(z) = 0, and (rg 2(v) − h)g 3(w) = 0. Solving these equations, we have x=x¯, v = 0, z = 0, and w = 0. When v = 0, from (4) we have s(x) = 0, g 1(y)(a + pg 4(z)) = 0, g 1(y) = 0, g 4(z) = 0, and g 3(w) = 0. Solving these equations, we have x=x¯, v = 0, z = 0, and w = 0. Therefore, besides equilibrium E 0, model (2) only has the following four possible equilibria: E 1 = (x 1, y 1, v 1, 0,0), E 2 = (x 2, y2, v 2, 0, w 2), E 3 = (x 3, y 3, v 3, z 3, 0), and E 4 = (x 4, y 4, v 4, z 4, w 4).

The existence of immune-free equilibrium E 1 = (x 1, y 1, v 1, 0,0) is equivalent to the existence of positive solution (x 1, y 1, v 1) of the following equations:

sx=fx,v=aem1τ1g1y=auem1τ1+m2τ2kg2v. (5)

By (H 3), the inverse function g 2 −1(v) exists. Solving s(x) = (aue m1τ1+m2τ2/k)g 2(v), we have v = φ(x)≜g 2 −1(ks(x)/aue m1τ1+m2τ2) with φ(x¯)=0 and φ(0) = v 0, where v 0 is the unique positive root of equation s(0) = (aue m1τ1+m2τ2/k)g 2(v). Define G(x) = f(x, φ(x))−(aue m1τ1+m2τ2/k)g 2(φ(x)). Then G(0) = −(aue m1τ1+m2τ2/k)g 2(v 0) < 0 and G(x¯)=0.

Define the basic reproduction number for viral infection

R0=kem1τ1m2τ2aufx¯,0v. (6)

Note that

Gx¯=fx¯,0x+fx¯,0vφx¯auem1τ1+m2τ2kg20φx¯=auem1τ1+m2τ2kφx¯kauem1τ1+m2τ2fx¯,0v1=sx¯R01. (7)

Thus, if R 0 > 1, then G(x¯)<0. This implies that there exists x1(0,x¯) such that G(x 1) = 0. The value of v 1 is given by v 1 = φ(x 1). (H 3) ensures that ke m2τ2 g 1(y) = ug 2(v 1) has a unique positive solution y 1 = g 1 −1(ue m2τ2 g 2(v 1)/k). Therefore, E 1 exists if R 0 > 1.

Next we show that E 1 = (x 1, y 1, v 1, 0,0) is a unique immune-free equilibrium. Otherwise, there exists another E 1 = (x 1 , y 1 , v 1 , 0,0). Without of loss of generality, we assume that x 1 < x 1, and then s(x 1 ) > s(x 1). Meanwhile, ks(x 1) = aue m1τ1+m2τ2 g 2(v 1) and ks(x 1 ) = aue m1τ1+m2τ2 g 2(v 1 ). By (H 3) and (H 4), we have v 1 > v 1 and f(x 1, v 1 )/g 2(v 1 ) ≤ f(x 1, v 1)/g 2(v 1). Since x 1 < x 1, we obtain f(x 1, v 1 ) > f(x 1 , v 1 ) and f(x 1 , v 1 )/g 2(v 1 ) < f(x 1, v 1)/g 2(v 1). For another, we have f(x 1 , v 1 )/g 2(v 1 ) = f(x 1, v 1)/g 2(v 1). This is a contradiction. Thus E 1 is a unique equilibrium.

We consider the existence of infection equilibrium E 2 = (x 2, y 2, v 2, 0, w 2) with only antibody response. It is clear that v 2 = g 2 −1(h/r). Define F(x) = s(x) − f(x, v 2). By (H 1) and (H 2), we obtain F′(x) < 0. Since F(0) = s(0) > 0 and F(x¯)=s(x¯)-f(x¯,v2)<0, there exists a unique x2(0,x¯) such that F(x 2) = 0. Then, we have y 2 = g 1 −1(e m1τ1 f(x 2, v 2)/a).

Define the constant

R1=kem1τ1m2τ2ufx2,v2g2v2, (8)

which is called the antibody response reproductive number of model (2). Solving w 2 from (4), we obtain that

w2g31kem2τ2g1y2ug2v2qg2v2=g31uR11q>0ifR1>1. (9)

Therefore, E 2 exists and is unique if R 1 > 1.

We consider the existence of infection equilibrium E 3 = (x 3, y 3, v 3, z 3, 0) with only CTL immune response. From the third and fourth equations of (4), we obtain unique y 3 = g 1 −1(b/c) and v3 = g 2 −1(bke m2τ2/cu). Define F(x) = s(x) − f(x, v 3). By (H 1) and (H 2), we obtain F′(x) < 0. Since F(0) = s(0) > 0 and F(x¯)=s(x¯)-f(x¯,v3)<0, there exists a unique x3(0,x¯) such that F(x 3) = 0.

Define the constant

R2=kem1τ1m2τ2aufx3,v3g2v3, (10)

which is called the CTL immune response reproductive number of model (2). Solving the second equation for z yields

z3g41em1τ1fx3,v3ag1y3pg1y3=g41aR21p>0ifR2>1. (11)

Therefore, E 3 exists and is unique if R 2 > 1.

Lastly, we consider the existence of infection equilibrium E 4 = (x 4, y 4, v 4, z 4, w 4) with both antibody and CTL immune responses. From the fourth and fifth equation of (4), we obtain unique y 4 = g 1 −1(b/c) and v 4 = g 2 −1(h/r). Define F(x) = s(x) − f(x, v 4). By (H 1) and (H 2), we obtain F′(x) < 0. Since F(0) = s(0) > 0 and F(x¯)=s(x¯)-f(x¯,v4)<0, there exists a unique x4(0,x¯) such that F(x 4) = 0.

Define the constants

R3=cfx4,v4abem1τ1,R4=kbruchem2τ2, (12)

which are called the CTL immune response competitive reproductive number and the antibody response competitive reproductive number of model (2), respectively. Solving the second equation for z yields a unique

z4g41em1τ1fx4,v4ag1y4pg1y4=g41aR31p>0ifR3>1. (13)

Solving the third equation for w, we further obtain a unique

w4g31kem2τ2g1y4ug2v4qg2v4=g31uR41q>0ifR4>1. (14)

Therefore, E 4 exists and is unique if R 3 > 1 and R 4 > 1.

Remark 2 . —

From (H 2) and (H 4), we obtain R 1 < R 0 and R 2 < R 0. In fact,

R1kem1τ1m2τ2ufx2,v2gv2kem1τ1m2τ2ulimv0+fx2,vg2v=kem1τ1m2τ2ug20fx2,0v<kem1τ1m2τ2ug20fx¯,0v=R0,R2kem1τ1m2τ2aufx3,v3g2v3kem1τ1m2τ2aulimv0+fx3,vg2v=kem1τ1m2τ2aug20fx3,0v<kem1τ1m2τ2aug20fx¯,0v=R0. (15)

3. Stability Analysis

3.1. Stability of Equilibrium E 0

Theorem 3 . —

(a) If R 0 ≤ 1, then infection-free equilibrium E 0 is globally asymptotically stable.

(b) If R 0 > 1, then E 0 is unstable.

Proof —

Consider conclusion (a). Define a Lyapunov functional V 1(t) as follows:

V1t=xtx¯xtlimv0fx¯,vfθ,vdθ+em1τ1yt+aem1τ1+m2τ2kvt+pem1τ1czt+τ10fxt+s,vt+sds+aem1τ1τ20g1yt+sds+pem1τ1τ30g1yt+sg4zt+sds+aqem1τ1+m2τ2krwt. (16)

Calculating the time derivative of V 1(t) along solutions of model (2), we obtain

dV1tdt=sx1limv0fx¯,vfx,v+fx,v·limv0fx¯,vfx,vauem1τ1+m2τ2kg2vpbem1τ1c·g4zaqhem1τ1+m2τ2krg3wauem1τ1+m2τ2k·g2vkauem1τ1+m2τ2fx,vg2vlimv0fx¯,vfx,v1+sx1limv0fx¯,vfx,v. (17)

Note that s(x)(1-limv0(fx¯,v/fx,v))0, and

fx,vg2vlimv0fx¯,vfx,vlimv0fx,vg2vfx¯,0/vfx,0/v=fx¯,0v1g20. (18)

It follows that

dV1tdtauem1τ1+m2τ2kg2vR01. (19)

Note that dV 1(t)/dt = 0 if and only if x(t)=x¯, v(t) = 0, z(t) = 0, y(t) = 0, and w(t) = 0. So, the maximal compact invariant set in {(x, y, v, z, w) ∈ R + 5 : dV 1(t)/dt = 0} is singleton {E 0}. By LaSalle's invariance principle [36], E 0 is globally asymptotically stable.

Next, we consider conclusion (b). By computing, the characteristic equation of the linearization system of model (2) at E 0 is

λ+hg30λ+bg40λsx¯fλ=0, (20)

where

fλ=λ2+a+uλ+aukfx¯,0vem1+λτ1em2+λτ2. (21)

When R 0 > 1, we have f(0)=au-k(fx¯,0/v)e-m1τ1e-m2τ2<0 and limλ→+⁡ f(λ) = +. Hence, there is λ > 0 such that f(λ) = 0. Therefore, when R 0 > 1, E 0 is unstable. This completes the proof.

Remark 4 . —

Theorem 3 shows that if only equilibrium E 0 exists, then it is globally asymptotically stable, and delays τ 1, τ 2, and τ 3 do not impact the stability of E 0.

3.2. Stability of Equilibrium E 1

Firstly, we introduce two lemmas which will be used in the proof of Theorem 7.

Lemma 5 . —

Suppose that (H 1)–(H 4) hold and R 0 > 1. Let x 2 and v 2 satisfy g 2(v 2) = h/r and s(x 2) = f(x 2, v 2). Then for equilibrium E 1 = (x 1, y 1, v 1, 0,0), sign⁡(x 2x 1) = sign⁡(v 1v 2) = sign⁡(R 1 − 1).

Proof —

Since s(x 1) = f(x 1, v 1), we have

sx2sx1=fx2,v2fx1,v2+fx1,v2fx1,v1. (22)

By (H 1) and (H 2), we get sign⁡(x 2x 1) = sign⁡(v 1v 2). Using (ke m1τ1m2τ2/au)(f(x 1, v 1)/g 2(v 1)) = 1, we have

R11=kauem1τ1+m2τ21g2v2fx2,v2fx1,v2+fx1,v2g2v2fx1,v1g2v1. (23)

By (H 2) and (H 4), it follows that sign⁡(R 1 − 1) = sign⁡(v 1v 2). This completes the proof.

Lemma 6 . —

Suppose that (H 1)–(H 4) hold and R 0 > 1. Let x 3, y 3, and v 3 satisfy g 2(v 3) = kbe m2τ2/uc, g 1(y 3) = b/c, and s(x 3) = f(x 3, v 3). Then, for equilibrium E 1 = (x 1, y 1, v 1, 0,0), sign⁡(x 3x 1) = sign⁡(v 1v 3) = sign⁡(y 1y 3) = sign⁡(R 2 − 1).

Proof —

Since g 1(y 1) = (ue m2τ2/k)g 2(v 1) and g 1(y 3) = (ue m2τ2/k)g 2(v 3), we have sign⁡(v 1v 3) = sign⁡(y 1y 3). Since s(x 1) = f(x 1, v 1), one has

sx3sx1=fx3,v3fx3,v1+fx3,v1fx1,v1. (24)

By (H 1) and (H 2), we get sign⁡(x 3x 1) = sign⁡(v 1v 3), and

R21=kauem1τ1+m2τ2fx3,v3g2v3fx3,v1g2v1+fx3,v1fx1,v1g2v1. (25)

By (H 2) and (H 4), we further have sign⁡(R 2 − 1) = sign⁡(x 3x 1). This completes the proof.

Theorem 7 . —

Let R 0 > 1. (a) If R 1 ≤ 1 and R 2 ≤ 1, then immune-free equilibrium E 1 is globally asymptotically stable. (b) If R 1 > 1 or R 2 > 1, then E 1 is unstable.

Proof —

Consider conclusion (a). Denote H(ξ) = ξ − 1 − ln⁡ξ with ξR +. Define a Lyapunov functional V 2(t) as follows:

V2t=xtx1xtfx1,v1fθ,v1dθ+em1τ1yty1ytg1y1g1θdθ+aem1τ1+m2τ2kvtv1vtg2v1g2θdθ+pem1τ1czt+aqem1τ1+m2τ2krwt+fx1,v1τ10Hfxt+s,vt+sfx1,v1ds+pem1τ1τ30g1yt+sg4zt+sds+aem1τ1g1y1τ20Hg1yt+sg1y1ds. (26)

Calculating the derivative of V 2(t) along solutions of model (2), we obtain

dV2tdt=sx1fx1,v1fx,v1+fx,vfx1,v1fx,v1auem1τ1+m2τ2kg2v+M1+M2, (27)

where

M1=pem1τ1g1y1g4zpbem1τ1cg4z+aqem1τ1+m2τ2kg2v1g3waqhem1τ1+m2τ2kr·g3w=pem1τ1g4zg1y1g1y3+aqem1τ1+m2τ2kg3wg2v1g2v2,M2=fx1,v12g1y1fxtτ1,vtτ1g1yfx1,v1g2v1g1ytτ2g1y1g2v+lnfxtτ1,vtτ1fx,v+lng1ytτ2g1y=fx1,v1·lng2vfx1,v1g2v1fx,vfx1,v1·Hg1y1fxtτ1,vtτ1g1yfx1,v1fx1,v1Hg2v1g1ytτ2g1y1g2v. (28)

Therefore,

dV2tdt=sxsx11fx1,v1fx,v1fx1,v1Hg2v1g1ytτ2g1y1g2v+fx1,v1g2vg2v1fx,vfx,v11·g2v1g2vfx,v1fx,v+M1fx1,v1·Hfx1,v1fx,v1fx1,v1·Hg2vfx,v1g2v1fx,vfx1,v1·Hg1y1fxtτ1,vtτ1g1yfx1,v1. (29)

Note that (s(x) − s(x 1))(1 − f(x 1, v 1)/f(x, v 1)) ≤ 0, and

fx,vfx,v11g2v1g2vfx,v1fx,v0fort0. (30)

Lemmas 5 and 6 imply that y 1y 3 and v 1v 2 if R 1 ≤ 1 and R 2 ≤ 1. It then follows from the monotonicity of g 1 and g 2 that M 1 ≤ 0. We have dV 2(t)/dt ≤ 0, and dV 2(t)/dt = 0 if and only if x(t) = x 1, y(t) = y 1, v(t) = v 1, z(t) = 0, and w(t) = 0. From LaSalle's invariance principle [36], we finally have that equilibrium E 1 of model (2) is globally asymptotically stable when R 0 > 1, R 1 ≤ 1, and R 2 ≤ 1.

Next, consider conclusion (b). By computing, the characteristic equation of the linearization system of model (2) at E 1 is

λ+hrg2v1f1λf2λ=0, (31)

where f 1(λ) = λ + bcg 1(y 1)e λτ3 and

f2λ=λsx1+fx1,v1x0fx1,v1vem1+λτ1fx1,v1xλ+ag1y1em1+λτ1fx1,v1v0kem2+λτ2g1y1λ+ug2v1. (32)

When R 1 > 1, we have hrg 2(v 1) = r(g 2(v 2) − g 2(v 1)) < 0. Hence, there is a positive root λ = rg 2(v 1) − h. When R 2 > 1, we have f 1(0) = bcg 1(y 1) = c(g 1(y 3) − g 1(y 1)) < 0 and limλ→+⁡ f 1(λ) = +. Hence, there is also a positive root λ such that f 1(λ ) = 0. Therefore, when R 1 > 1 or R 2 > 1, E 1 is unstable. This completes the proof.

Remark 8 . —

Theorem 7 shows that if only equilibria E 0 and E 1 exist, then E 1 is globally asymptotically stable, and delays τ 1, τ 2, and τ 3 do not impact the stability of E 1.

3.3. Stability of Equilibrium E 2

We firstly have the following Lemma.

Lemma 9 . —

Suppose R 1 > 1 and R 3 ≤ 1. Let E4¯=(x4¯,y4¯,v4¯,z4¯,w4¯) be the solution of equation (4) with v4¯=g2-1(h/r) and y4¯=g1-1(b/c). Then for equilibrium E2=(x2,y2,v2,0,w2),y2y4¯.

Proof —

Since E4¯ satisfies (4), we have y4¯=g1-1(b/c), v4¯=g2-1(h/r), and x4¯=x2. Compared with E 4, we obtain x4¯=x4 and v4¯=v4. When R 3 ≤ 1, we get z4¯0. Since

em1τ1fx2,v2=ag1y2,em1τ1fx4¯,v4¯=ag1y4¯+pg1y4¯g4z4¯, (33)

it follows that y2y4¯ if R 1 > 1 and R 3 ≤ 1. This completes the proof.

Theorem 10 . —

Let R 1 > 1. (a) If R 3 ≤ 1, then antibody response equilibrium E 2 is globally asymptotically stable.

(b) If R 3 > 1, then E 2 is unstable.

Proof —

Consider conclusion (a). Define a Lyapunov functional V 3(t) as follows:

V3t=xtx2xtfx2,v2fθ,v2dθ+em1τ1yty2ytg1y2g1θdθ+fx2,v2g2v2u+qg3w2vtv2vtg2v2g2θdθ+pem1τ1czt+qfx2,v2g2v2ru+qg3w2wtw2wtg3w2g3θdθ+fx2,v2·τ10Hfxt+s,vt+sfx2,v2ds+fx2,v2τ20Hg1yt+sg1y2ds+pem1τ1τ30g1yt+sg4zt+sds. (34)

Calculating the derivative of V 3(t) along solutions of model (2), we obtain

dV3tdt=sx1fx2,v2fx,v2+fx,vfx2,v2fx,v2fx2,v2g2vg2v2+M1+M2, (35)

where

M1=pem1τ1g1y2g4zpbem1τ1cg4z=pem1τ1g4zg1y2g1y4¯,M2=fx2,v2lng2vfx2,v2g2v2fx,vfx2,v2·Hg2v2g1ytτ2g1y2g2vfx2,v2·Hg1y2fxtτ1,vtτ1g1yfx2,v2. (36)

Therefore,

dV3tdt=sxsx21fx2,v2fx,v2fx2,v2Hg2v2g1ytτ2g1y2g2v+fx2,v2g2vg2v2fx,vfx,v21·g2v2g2vfx,v2fx,v+pem1τ1g4z·g1y2g1y4¯fx2,v2·Hg2vfx,v2g2v2fx,vfx2,v2·Hg1y2fxtτ1,vtτ1g1yfx2,v2fx2,v2Hfx2,v2fx,v2. (37)

Note that (s(x) − s(x 2))(1 − f(x 2, v 2)/f(x, v 2)) ≤ 0, and

fx,vfx,v21g2v2g2vfx,v2fx,v0fort0. (38)

Since y2y4¯, we have dV 3(t)/dt ≤ 0, and dV 3(t)/dt = 0 if and only if x(t) = x 2, y(t) = y 2, v(t) = v 2, and z(t) = 0. From LaSalle's invariance principle [36], we finally have that E 2 is globally asymptotically stable when R 1 > 1 and R 3 ≤ 1.

Next, consider conclusion (b). By computing, the characteristic equation of linearization system of model (2) at E 2 is

f1λf2λ=0, (39)

where f 1(λ) = λ + bce λτ3 g 1(y 2) and

f2λ=a110a130a21a22a2300a32a33a3400a43a44, (40)

where

a11=λsx2+fx2,v2x,a13=fx2,v2v,a21=em1+λτ1fx2,v2x,a22=λ+ag1y2,a23=em1+λτ1fx2,v2v,a32=kem2+λτ2g1y2,a33=λ+u+qg3w2g2v2,a34=qg2v2g3w2,a43=rg2v2g3w2,a44=λ+hrg2v2g3w2. (41)

When R 3 > 1, we have f1(0)=b-cg1(y2)=c(g1(y4¯)-g1(y2))<0 and limλ→+⁡ f 1(λ) = +. Hence, there is also a positive root λ such that f 1(λ ) = 0. Therefore, when R 3 > 1, E 2 is unstable. This completes the proof.

Remark 11 . —

Theorem 10 shows that if only equilibria E 0, E 1, and E 2 exist, then when R 3 ≤ 1 and R 1 > 1, E 2 is globally asymptotically stable, and delays τ 1, τ 2, and τ 3 do not impact the stability of E 2.

3.4. Stability of Equilibrium E 3

On the stability analysis of equilibrium E 3, we only discuss the following case: τ 1 ≥ 0, τ 2 ≥ 0, and τ 3 = 0. Other cases, τ 1 ≥ 0, τ 2 ≥ 0, and τ 3 ≥ 0, are numerically verified for bifurcation phenomena and stability switches of E 3 but the analytic analysis is left as an open problem. Before the proof of theorem, we have the following Lemma.

Lemma 12 . —

Suppose R 2 > 1 and R 4 ≤ 1. Let E4¯=(x4¯,y4¯,v4¯,z4¯,w4¯) be the solution of (4) with v4¯=g2-1(h/r) and y4¯=g1-1(b/c). Then for equilibrium E 3 = (x 3, y 3, v 3, z 3, 0), v3v4¯.

Proof —

Since E4¯ satisfies (4), we have y4¯=g1-1(b/c), v4¯=g2-1(h/r), and x4¯=x2. Compared with E 4, we get y4¯=y4 and v4¯=v4. When R 4 ≤ 1, we obtain w4¯<0. Since

kem2τ2g1y3=ug2v3,kem2τ2g1y4¯=ug2v4¯+qg2v4¯g3w4¯, (42)

it follows that v3v4¯ if R 2 > 1 and R 4 ≤ 1. This completes the proof.

Theorem 13 . —

Let R 2 > 1. (a) If R 4 ≤ 1 and τ 3 = 0, then infection equilibrium E 3 with only CTL response is globally asymptotically stable.

(b) If R 4 > 1, then E 3 is unstable.

Proof —

We first consider conclusion (a). Define a Lyapunov functional V 4(t) as follows:

V4t=xtx3xtfx3,v3fθ,v3dθ+em1τ1yty3ytg1y3g1θdθ+fx3,v3g2v3uvtv3vtg2v3g2θdθ+pem1τ1cztz3ztg4z3g4θdθ+qfx3,v3g2v3ruwt+fx3,v3τ10Hfxt+s,vt+sfx3,v3ds+fx3,v3τ20Hg1yt+sg1y3ds. (43)

Calculating the derivative of V 4(t) along solutions of model (2), we obtain that

dV4tdt=sx1fx3,v3fx,v3+fx,vfx3,v3fx,v3fx3,v3g2vg2v3+qfx3,v3ug2v3g3w·g2v3g2v4¯fx3,v3·Hg2v3g1ytτ2g1y3g2v+fx3,v3·lng2vfx3,v3g2v3fx,vfx3,v3·Hg1y3fxtτ1,vtτ1g1yfx3,v3=sxsx31fx3,v3fx,v3fx3,v3·Hg2v3g1ytτ2g1y3g2v+fx3,v3·g2vg2v3fx,vfx,v31g2v3g2vfx,v3fx,vfx3,v3Hfx3,v3fx,v3fx3,v3·Hg1y3fxtτ1,vtτ1g1yfx3,v3fx3,v3Hg2vfx,v3g2v3fx,v+qfx3,v3ug2v3·g3wg2v3g2v4¯. (44)

Note that (s(x) − s(x 3))(1 − f(x 3, v 3)/f(x, v 3)) ≤ 0, and

fx,vfx,v31g2v3g2vfx,v3fx,v0fort0. (45)

Since v3v4¯, we have dV 4(t)/dt ≤ 0, and dV 4(t)/dt = 0 if and only if x(t) = x 3, y(t) = y 3, v(t) = v 3, and w(t) = 0. From LaSalle's invariance principle [36], we finally have that E 3 is globally asymptotically stable when τ 3 = 0, R 0 > 1, R 2 > 1, and R 4 ≤ 1.

Next, we consider conclusion (b). By computing, the characteristic equation of the linearization system of model (2) at E 3 is

λ+hrg2v3fλ=0, (46)

where

fλ=a110a130a21a22a23a240a32a3300a420a44, (47)

where

a11=λsx3+fx3,v3x,a13=fx3,v3v,a21=em1+λτ1fx3,v3x,a22=λ+a+pg4z3g1y3,a23=em1+λτ1fx3,v3v,a24=pg1y3g4z3,a32=kem2+λτ2g1y3,a33=λ+ug2v3,a42=ceλτ3g4z3g1y3,a44=λ+bcg1y3eλτ3g4z3. (48)

When R 4 > 1, we have h-rg2(v3)=r(g2(v4¯)-g2(v3))<0. Hence, there is a positive root λ = rg 2(v 3) − h. Therefore, when R 4 > 1, E 3 is unstable for any τ 1 ≥ 0, τ 2 ≥ 0, and τ 3 ≥ 0. This completes the proof.

Remark 14 . —

Theorem 13 shows that if only equilibria E 0, E 1, E 2, and E 3 exist, then when R 2 > 1, R 4 ≤ 1, and τ 3 = 0, E 3 is globally asymptotically stable, and delays τ 1 and τ 2 do not impact the stability of E 3.

3.5. Stability of Equilibrium E 4

On the stability analysis of equilibrium E 4, we here only discuss the following case: τ 1 ≥ 0, τ 2 ≥ 0, and τ 3 = 0. However, for the cases τ 1 ≥ 0, τ 2 ≥ 0, and τ 3 ≥ 0, the theoretical analysis is very complicated. We will give numerical analysis for this case in the next section.

Theorem 15 . —

If τ 3 = 0, R 3 > 1, and R 4 > 1, then infection equilibrium E 4 with both antibody and CTL immune responses is globally asymptotically stable.

Proof —

Define a Lyapunov functional V 5(t) as follows:

V5t=xtx4xtfx4,v4fθ,v4dθ+em1τ1yty4ytg1y4g1θdθ+fx4,v4g2v4u+qg3w4vtv4vtg2v4g2θdθ+pem1τ1cztz4ztg4z4g4θdθ+fx4,v4·τ20Hg1yt+sg1y4ds+qfx4,v4g2v4u+qg3w4wtw4wtg3w4g3θdθ+fx4,v4·τ10Hfxt+s,vt+sfx4,v4ds. (49)

Using the above similar method, we obtain

dV5tdt=sxsx41fx4,v4fx,v4fx4,v4Hfx4,v4fx,v4+Hg2vfx,v4g2v4fx,v+Hg1y4fxtτ1,vtτ1g1yfx4,v4+Hg2v4g1ytτ2g1y4g2v+fx4,v4·g2vg2v4fx,vfx,v41g2v4g2vfx,v4fx,v. (50)

Note that (s(x) − s(x 4))(1 − f(x 4, v 4)/f(x, v 4)) ≤ 0, and

fx,vfx,v41g2v4g2vfx,v4fx,v0fort0. (51)

Obviously, we have dV 5(t)/dt ≤ 0, and dV 5(t)/dt = 0 if and only if x(t) = x 4, y(t) = y 4, and v(t) = v 4. From LaSalle's invariance principle [36], we finally have that E 4 is globally asymptotically stable when τ 3 = 0, R 3 > 1, and R 4 > 1. This completes the proof.

Remark 16 . —

Theorem 15 shows that if equilibria E 0, E 1, E 2, E 3, and E 4 exist, then when R 3 > 1, R 4 > 1, and τ 3 = 0, E 4 is globally asymptotically stable, and delays τ 1 and τ 2 do not impact the stability of E 4.

4. Numerical Simulations

In the above section, we obtain the global asymptotic stability of equilibria E 3 and E 4 when the delay τ 3 = 0. In this section, by using the numerical simulation, it is shown that the Hopf bifurcation and stability switches occur at equilibria E 3 and E 4 in the case τ 3 > 0.

Example 17 . —

Corresponding to model (2), we consider the following model:

dxtdt=λdxt+r1x1xKβxtvtb1ec1vt+b1,dytdt=βem1τ1xtτ1vtτ1b1ec1vtτ1+b1aytpytzt,dvtdt=kem2τ2ytτ2uvtqvtwt,dztdt=cytτ3ztτ3bzt,dwtdt=rvtwthwt, (52)

where b 1, c 1 > 0 are constants. We have s(x) = λdx(t) + r 1 x(1 − x/K), f(x, v) = βx(t)((v(t) − b 1)e c1v(t) + b 1), and g i(ξ) = ξ  (i = 1,2, 3,4). It can easily verify that (H 1)–(H 4) hold. Taking λ = 10, d = 0.01, r 1 = 0.6, K = 500, β = 0.3, c 1 = 0.01, b 1 = 0.01, a = 0.5, p = 1, k = 0.4, u = 3, q = 1, c = 0.1, b = 0.15, m 1 = m 2 = 0.01, g = 1.5, h = 1, τ 1 = 2, and τ 2 = 5, choose τ 3 as free parameter. By computing, R 2 = 34.4139 > 1, R 4 = 0.2854 < 1, and E 3 = (462.1965,1.5000,0.1902,15.3959,0). From Figures 14, we see that as τ 3 increases the complex dynamical behaviors of equilibrium E 3 occur.

Figure 1.

Figure 1

Taking τ 3 = 0.2, we have R 2 = 34.4139 > 1 and R 4 = 0.2854 < 1, and the infection equilibrium E 3 with only CTL response is asymptotically stable.

Figure 2.

Figure 2

Taking τ 3 = 2, we have R 2 = 34.4139 > 1 and the Hopf bifurcation at infection equilibrium E 3 with only CTL response occurs.

Figure 3.

Figure 3

Taking τ 3 = 4, we have R 2 = 34.4139 > 1 and R 4 = 0.2854 < 1, and the infection equilibrium E 3 with only CTL response is asymptotically stable.

Figure 4.

Figure 4

Taking τ 3 = 15, we have R 2 = 34.4139 > 1 and the Hopf bifurcation at infection equilibrium E 3 with only CTL response occurs.

In Figures 18, we denote by (a) the time-series of x(t), by (b) the time-series of y(t), by (c) the time-series of v(t), by (d) the time-series of z(t), and by (e) the time-series of w(t).

Figure 5.

Figure 5

Taking τ 3 = 0.1, we have R 3 = 1.8912 > 1 and R 4 = 2.7693 > 1, and the infection equilibrium E 4 with both CTL and antibody responses is asymptotically stable.

Figure 6.

Figure 6

Taking τ 3 = 2.5, we have R 3 = 1.8912 > 1 and R 4 = 2.7693 > 1, and the Hopf bifurcation at infection equilibrium E 4 with both CTL and antibody responses occurs.

Figure 7.

Figure 7

Taking τ 3 = 6, we have R 3 = 1.8912 > 1 and R 4 = 2.7693 > 1, and the infection equilibrium E 4 with both CTL and antibody responses is asymptotically stable.

Figure 8.

Figure 8

Taking τ 3 = 16, we have R 3 = 1.8912 > 1 and the Hopf bifurcation at infection equilibrium E 4 with both CTL and antibody responses occurs.

Example 18 . —

Corresponding to model (2), we consider the following model:

dxtdt=λdxtβxtvt1+a1xt+b1vt+a1b1xtvt,dytdt=βem1τ1xtτ1vtτ11+a1xtτ1+b1vtτ1+a1b1xtτ1vtτ1aytpytzt,dvtdt=kem2τ2ytτ2uvtqvtwt,dztdt=cytτ3ztτ3bzt,dwtdt=rvtwthwt, (53)

where a 1, b 1 > 0 are constants. We have s(x) = λdx(t), f(x, v) = βx(t)v(t)/(1 + a 1 x(t) + b 1 v(t) + a 1 b 1 x(t)v(t)), and g i(ξ) = ξ  (i = 1,2, 3,4). It is easily verified that (H 1)–(H 4) hold.

Taking λ = 10, d = 0.01, β = 0.25, a 1 = 0.01, b 1 = 0.01, a = 0.5, p = 1, k = 0.4, u = 3, q = 1, c = 0.1, b = 0.15, m 1 = m 2 = 0.01, r = 1.5, h = 0.1, τ 1 = 5, and τ 2 = 8, choose τ 3 as free parameter. By computing, R 3 = 1.8912 > 1, R 4 = 2.7693 > 1, and E 4 = (850.8857,1.5000,0.6667,0.4456,5.3039). From Figures 58, we see that as τ 3 increases the complex dynamical behaviors of equilibrium E 4 occur.

5. Discussion

In this paper we have considered an in-host model with intracellular delay τ 1, virus replication delay τ 2, and immune response delay τ 3, given by (2) together with assumptions (H 1)–(H 4), which describes the dynamics among uninfected cells, infected cells, virus, CTL responses, and antibody responses. The model allows for general target-cell dynamics s(x), including a nonlinear incidence f(x, v), discrete delays, and state-dependent removal functions g i  (i = 1,2, 3,4). This general model includes many existing models in the literature as special cases. Dynamical analysis of model (2) shows that τ 1, τ 2, and τ 3 play different roles in the stability of the equilibria. Particularly, we see that τ 3 may impact the stability of equilibria E 3 and E 4.

By the analysis, we have shown that when R 0 ≤ 1, E 0 is globally asymptotically stable, which means that the virus is cleared up. When R 0 > 1, R 1 ≤ 1, and R 2 ≤ 1, E 1 is globally asymptotically stable, which means that the infection is successful, but the establishments of both antibody and CTLs immune responses are unsuccessful. When R 1 > 1 and R 3 ≤ 1, E 2 is globally asymptotically stable, which implies that the antibody response is established, but the infected cells are too weak to stimulate CTL immune response. With respect to the analysis of E 3, we consider special cases τ 3 = 0, τ 1 ≥ 0, and τ 2 ≥ 0; when R 2 > 1 and R 4 ≤ 1, E 3 is globally asymptotically stable, which means that the CTL immune response is determined, but the viral loads are so small that it cannot activate the antibody response. About the stability of E 4, we have obtained that for special case, τ 3 = 0, τ 1 ≥ 0, and τ 2 ≥ 0, when R 3 > 1 and R 4 > 1, E 4 is globally asymptotically stable, that is, susceptible cells, infected cells, free virus, CTLs, and antibodies coexist in vivo.

Based on Theorems 13 and 15, we obtain that the intracellular delay τ 1 and virus replication delay τ 2 for model (2) do not cause Hopf bifurcation. Moreover, R 0 plays a crucial role in virus infection dynamics. Actually, in model (2), R 0 is a decreasing function on time delay τ 1. When all other parameters are fixed and delay τ 1 is sufficiently large, R 0 becomes less than one, only infection-free equilibrium E 0 exists, and the virus is cleared in the host. By biological meanings, intracellular delay plays a positive role in virus infection process in order to eliminate virus. Sufficiently large intracellular delay makes the virus development slower and the virus has been controlled and disappeared. This gives us some suggestions on new drugs to prolong the time of infected cells producing virus. However, by the recent research of Li and Shu [37], in the case of the coexistence of mitosis rate of the target cells and an intracellular delay in the viral infection model, the intracellular delay produces Hopf bifurcation only when the mitosis rate is sufficiently large.

When τ 3 > 0, by numerical simulations, it is shown that the Hopf bifurcation and stability switches occur at equilibria E 3 and E 4 as τ 3 increases. Figures 14 indicate that E 3 remains stable as τ 3 > 0 is small, and along with the increase of τ 3, equilibrium E 3 becomes unstable and periodic oscillations appear. It shows that stability switches occur as delay τ 3 increases. Similarly, from Figures 58, we see that along with the increases of τ 3 > 0 the dynamical behaviors of model (53) at equilibrium E 4 appear as very large diversification. Particularly, when τ 3 is small enough, E 4 is asymptotically stable and when τ 3 is increasing, the stability switches occur at equilibrium E 4, and when E 4 is unstable, a Hopf bifurcation occurs. Finally, when τ 3 is enough large, equilibrium E 4 always is unstable. Summarizing these discussions, we have the conclusion that τ 3 affects markedly the stability of equilibria E 3 and E 4. From the numerical simulations, we observe that immune response delay τ 3 can cause Hopf bifurcation. Upon primary infection, the sustained oscillations from the Hopf bifurcation imply that the pathogen may not always be cleared entirely with the CTL responses which usually occur in a few days after serum conversion. As the increase of immune delay τ 3, we know that the drug prevents virus from continuing through their cell cycle, thus trapping them at some point during interphase, where the cells die from natural causes. Then susceptible cells, infected cells, free virus, CTLs, and antibodies reach a stable level in the host. When immune delay τ 3 continuously increases, the activation of the immune cell is to fight against the malignant virus cells. Thus susceptible cells, infected cells, free virus, CTLs, and antibodies exhibit sustained periodic oscillations in the chronic phase of infection. This explains the fact that the immune response delay plays negative roles in controlling disease progression.

Observing all obtained results in this paper, we can directly put forward the following open questions which need to be further studied in the future.

For one, in addition to τ 1, τ 2, and τ 3, antibody response delay τ 4 is also considered, whether the results obtained in this paper can be extended to a virus infection model with nonlinear incidence rate and four time delays. For another, we obtain the Hopf bifurcation and stability switches at equilibria E 3 and E 4 for model (2) only by using the numerical simulation method for special examples (52) and (53). Up to now, the theoretical analysis and results in this aspect are few and rough. Therefore, a systemic and complete theoretical analysis and results will be a very estimable and significative subject.

Acknowledgments

This work was partially supported by the National Natural Science Foundation of China (Grant nos. 11271312, 11261056, and 11661076), the Doctorial Subjects Foundation of The Ministry of Education of China (Grant no. 2013651110001), and the Natural Science Foundation of Xinjiang University (starting research fund for the Xinjiang University doctoral graduates, Grant no. BS150202).

Competing Interests

The authors declare that there is no conflict of interests regarding the publication of this paper.

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