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. Author manuscript; available in PMC: 2018 Jun 6.
Published in final edited form as: Handb Exp Pharmacol. 2018;246:309–330. doi: 10.1007/164_2017_52

Sodium Channelopathies of Skeletal Muscle

Stephen C Cannon 1
PMCID: PMC5866235  NIHMSID: NIHMS940771  PMID: 28939973

XX.1 The Na+ Channel of Skeletal Muscle

The predominant sodium channel in skeletal muscle is a heterodimer of the pore-forming NaV1.4 α subunit (Trimmer et al., 1989) and the non-covalently associated β1 subunit (Isom et al., 1992). A separate TTX-insensitive isoform, NaV1.5 which is the major α subunit in the heart (Gellens et al., 1992), conducts a minor component (~10%) of the total Na+ current in adult skeletal muscle (Fu et al., 2011), but is the major isoform in fetal muscle and is up-regulated in chronically denervated skeletal muscle (Rogart and Regan, 1985; Yang et al., 1991). The human NaV1.4 subunit is encoded by the SCN4A gene on chromosome 17q23 (George et al., 1992), and the β1 subunit by SCN1B on chromosome 19q13.11 (McClatchey et al., 1993). Mutations of the β1 subunit have been associated with epilepsy, ataxia, and cardiac arrhythmia (Calhoun and Isom, 2014), but have not been linked to a skeletal muscle phenotype.

The sodium channel complex is expressed in skeletal muscle plasma membranes of both the transverse tubules and the sarcolemma (DiFranco and Vergara, 2011; Jaimovich et al., 1976). Channels activate rapidly (< 1 msec) in response to depolarization and conduct a large inward Na+ current (~5 mA/cm2) that drives the rapid upstroke of the action potential (dV/dt ~500 mV/msec). The channel density is about 100-fold higher at the endplate of the neuromuscular junction (Caldwell et al., 1986), which contributes to the high safety factor of synaptic transmission such that a muscle fiber action potential is elicited for each motoneuron action potential that invades the nerve terminal.

The functional consequences of NaV1.4 mutations associated with muscle disorders have been studied primarily by heterologous expression in mammalian cell lines (HEK or tsA201 cells). Expression in Xenopus oocytes has also been used, but co-expression of the β1 subunit is essential to suppress a gating mode with anomalously slow inactivation (Cannon et al., 1993b). A more limited number of studies have been performed on muscle biopsies (Lehmann-Horn et al., 1987), patient-derived cultured myotubes (Cannon et al., 1991), or knock-in mutant mouse models (Clausen et al., 2011). Fortunately, there has been good agreement in the conclusions drawn from this variety of experimental systems.

XX.2 Clinical Phenotypes Associated with NaV1.4 Mutations

Mutations of NaV1.4 produce a variety of skeletal muscle phenotypes (Cannon, 2015; Lehmann-Horn et al., 2004). Other excitable tissues, such as heart and brain, are not affected because the NaV1.4 isoform is expressed at significant levels only in skeletal muscle (Trimmer et al., 1989). Muscle excitability may be either pathologically enhanced or reduced as a consequence of NaV1.4 mutations.

Hyperexcitability presents clinically as muscle stiffness, termed myotonia, which results from an involuntary contraction that persists for several seconds after cessation of voluntary effort (Rüdel and Lehmann-Horn, 1985). This after-contraction is caused by a burst of muscle action potentials that lasts for several seconds, independent from any excitation from the motoneuron (Brown and Harvey, 1939). In patients with myotonia, the needle electromyogram shows sustained bursts of discharges that can be elicited by brief voluntary contraction or by direct mechanical percussion of the affected muscle. Symptomatically, the severity of myotonia fluctuates with the level of muscle activity. Myotonic stiffness is usually most pronounced with the first forceful movements after several minutes of rest, and then decreases over seconds to minutes with continued voluntary muscle activity (warm-up phenomenon). In some instances, myotonic stiffness may paradoxically worsen with repeated muscle effort and is termed paramyotonia. Myotonia may be aggravated by environmental trigger factors such as muscle cooling or ingestion of food with a high K+ content. Muscle hyperexcitability with myotonia occurs with either gain-of-function defects in mutant NaV1.4 subunits or loss-of-function mutations in the skeletal muscle chloride channel ClC-1 (Cannon, 2015).

Reduced excitability of skeletal muscle arising from NaV1.4 defects may produce transient attacks of weakness or a chronic state of permanent myopathic weakness. The most common manifestation is periodic paralysis with recurrent episodes of moderate to severe weakness resulting from sustained depolarization of the resting potential that inactivates NaV1.4 and thereby reduces fiber excitability (Cannon, 2015; Lehmann-Horn et al., 2004). The attacks of weakness are often triggered by environmental factors such as rest after vigorous exercise, diet (fasting, carbohydrate ingestion, high salt) or emotional stress. A typical episode has a gradual onset over minutes, lasts for several hours to a day or more, followed by spontaneous recovery. The severity of an attack my render a patient bedridden, unable to sit or raise a limb against gravity. Many patients with periodic paralysis also develop a late onset permanent weakness that begins around age 40 years and is slowly progressive. Another NaV1.4-associated phenotype, with a much lower prevalence, is myasthenia characterized by rapid fatigue of muscle strength within seconds to minutes (Tsujino et al., 2003). Recovery of strength also occurs quickly over minutes, and the muscles of the face, eyelids, tongue, neck, and soft palate are most commonly affected. In exemplary cases, clinical electrophysiologic testing shows a decremental response of the compound muscle action potential elicited by repetitive nerve stimulation. This decremental response is the hallmark of a compromised safety factor of neuromuscular transition, but in this case the defect is with the generation of a muscle action potential from a normal postsynaptic endplate potential. A third phenotype is congenital myopathy, with fetal or neonatal hypokinesia, reduced muscle tone, and moderate to severe fixed myopathic weakness (Zaharieva et al., 2015).

XX.3 Overview of NaV1.4 Mutations

The sodium channelopathies of skeletal muscle are rare diseases, with combined prevalence of about 1 per 100,000 (Horga et al., 2013). The inheritance pattern is autosomal dominant and highly penetrant, except for the very rare syndrome of congenital myopathy which is autosomal recessive. Over 70 mutations of SCN4A have been identified in patients with skeletal muscle disorders (Huang et al., 2017; Lehmann-Horn and Jurkat-Rott, 1999). Genotype-phenotype associations have emerged (Miller et al., 2004; Rüdel et al., 1993), wherein specific mutations are consistently found to cause a particular clinical syndrome amongst the 6 allelic disorders of the muscle sodium channelopathies (Fig. XX.1). A major focus of functional expression studies over the past two decades has been to determine the repertoire of biophysical defects of channel behavior that predispose affected muscle to a particular phenotype. Most mutations are missense changes that alter channel function, with only a handful of nonsense, frameshift, or splice site mutations found in the recessive congenital myopathy families (Zaharieva et al., 2015). A small subset of missense mutations in NaV1.4 accounts for the majority of patients with myotonia or periodic paralysis (Horga et al., 2013; Matthews et al., 2008; Miller et al., 2004). Haplotype analysis of multiple families with the same missense mutation does not support the hypothesis of a common genetic ancestor (Wang et al., 1993), and the occurrence of de novo mutations has been verified in isolated probands.

Figure XX.1.

Figure XX.1

Spectrum of clinical phenotypes, muscle diseases, and functional deficits for NaV1.4 channelopathies. Paramyotonia congenita and hyperkalemic periodic paralysis have considerable overlap in clinical features and NaV1.4 deficits. Sustained fluctuations in muscle strength may occur with myasthenia (dashed line), but the relation to periodic paralysis is uncertain. Abbreviations: GOF gain-of-function, LOF loss-of-function.

Mammalian homologues NaV1.4 skeletal muscle channelopathies in non-human species occurred spontaneously in American quarter horses and have been genetically engineered in mice. The equine mutation has been traced to a founder animal with myotonia and periodic paralysis, and the selective breeding practices in the horse industry lead to rapid dissemination of the trait that now affects 5% of all quarter horses (Rudolph et al., 1992). Three separate mouse lines with periodic paralysis or periodic paralysis plus myotonia have been generated by creating missense mutations of NaV1.4 by site-directed knock-in (Hayward et al., 2008; Wu et al., 2011) or ENU mutagenesis (Corrochano et al., 2014).

XX.3.1 Gain of Function Mutations Cause Myotonia and Hyperkalemic Periodic Paralysis

A subset of three muscle disorders with overlapping clinical symptoms have been associated with missense mutations that cause gain-of-function defects for NaV1.4 (Fig. XX.1) (Cannon, 2015; Lehmann-Horn et al., 2004). At one end of this spectrum, patients with sodium channel myotonia (SCM) have muscle stiffness and involuntary after-contractions without episodes of periodic paralysis. A diverse variety of clinical subtypes have been described, depending on the severity (e.g. myotonia permanens for severe dysfunction that may compromise breathing (Singh et al., 2014)) or on precipitating factors (e.g. potassium-aggravated myotonia (Heine et al., 1993)). Myotonia that paradoxically worsens with repeated muscle activity or with muscle cooling is the hallmark of paramyotonia congenita (PMC), but patients may also have episodes of periodic paralysis. In hyperkalemic periodic paralysis (HyperPP) recurrent attacks of periodic paralysis, often in association with elevated serum [K+] > 5 mM or precipitated by a K+ challenge, are the predominant symptom. Patients with HyperPP frequently have myotonia, especially around the time of an episode of weakness. The clinical overlap of PMC and HyperPP is extensive, and family members with the same NaV1.4 mutation may have a syndrome typical of PMC or HyperPP (Brancati et al., 2003; Kelly et al., 1997; McClatchey et al., 1992).

XX.3.1.1 Gating Defects in Myotonia and HyperPP

Expression studies of NaV1.4 mutant channels associated with SCM, PMC, and HyperPP have revealed a variety of gating defects, all of which result in gain-of-function changes that increase Na+ influx. Most often, these changes disrupt inactivation gating of mutant channels (Fig. XX.2), and in some cases there is enhancement of activation. The inactivation defects include: (a) an increased persistent current that fails to inactivate over hundreds of msec (Cannon et al., 1991; Cannon and Strittmatter, 1993), (b) slower rate for entry to inactivation (Lerche et al., 1993; Yang et al., 1994), (c) faster rate of recovery from inactivation, and (Green et al., 1998)(d) a depolarized shift in the voltage-dependence of steady-state inactivation (Hayward et al., 1996; Mitrovic et al., 1995). These defects all disrupt conventional “fast” inactivation of NaV1.4, which occurs over a time course of msec and is important for shaping the repolarizing phase of the action potential and for limiting the propensity for repetitive firing during the refractory interval. The primary effect on fast inactivation gating is consistent with structure-function models of NaV channels. The SCM/PMC/HyperPP mutations are clustered in the domain III–IV loop (the inactivation gate) (Stühmer et al., 1989; West et al., 1992), the cytoplasmic end of S5 and S6 segments at the inner mouth of the pore (the docking site for the inactivation gate), and the voltage sensor of domain IV (voltage sensor most tightly coupled to fast inactivation) (Capes et al., 2013).

Figure XX.2.

Figure XX.2

Impairment of fast inactivation for NaV1.4 mutations found in myotonia and HyperPP. (a) Cell-attached patch recordings from HEK cells show channel re-openings and prolonged open events for the two most commonly occurring HyperPP mutations (T704M and M1592V). Ensemble average (bottom) shows a small non-inactivating component (adapted from (Cannon and Strittmatter, 1993)) (b) Amplitude normalized whole-cell current shows a slower rate of inactivation for the SCM mutation F1705I (adapted from (Wu et al., 2005)). (c) Accelerated rate of recovery from fast inactivation for the PMC mutation T1313M (adapted from (Hayward et al., 1996)).

All eukaryotic NaV channels also undergo slow inactivation, as revealed by a slow time course of recovery on the order of seconds. Channels become slow inactivated during prolonged intervals of depolarization lasting tens of seconds to minutes or during sustained high-frequency bursts of action potentials (Simoncini and Stuhmer, 1987). Slow inactivation gating mechanisms are structurally distinct from those domains involved with fast inactivation. For example, mutations of the cytoplasmic III–IV loop may abolish fast inactivation but do not disrupt slow inactivation (Cummins and Sigworth, 1996; Featherstone et al., 1996). Slow inactivation is impaired for several mutations associated with PMC/HyperPP, but not for SCM mutant channels (Hayward et al., 1997). The slow inactivation defects are manifest as a depolarized shift in voltage-dependence, an increased fraction of channels that do not slow inactivate, or a faster rate of recovery.

Activation gating may also be altered to produce gain-of-function changes in NaV1.4 mutations associated with muscle channelopathies. The anomalous enhancement of activation for mutant channels occurs by a hyperpolarized shift in voltage-dependence (Cummins et al., 1993) or a slower rate of deactivation (Featherstone et al., 1998).

XX.3.1.2 Pathophysiologic Mechanism of Myotonia and HyperPP

Mutations of NaV1.4 that produce gain-of-function defects with excessive inward Na+ current at the channel level, may cause either enhanced excitability (myotonia) or a transient loss of excitability (periodic paralysis) at the cellular level. Experimental evidence that a gain of function defect for NaV1.4 is sufficient to cause these divergent effects on muscle excitability has been obtained for toxin-based models that disrupt NaV1.4 inactivation (Cannon and Corey, 1993) and for knock-in mutant mouse models (Corrochano et al., 2014; Hayward et al., 2008). The knock-in mouse homolog of M1592V has a robust HyperPP phenotype with myotonia by EMG, hindlimb stiffness, and reduced tetanic force in the setting of a 10 mM K+ challenge in vitro (Hayward et al., 2008). Complementary studies using computer simulation of muscle excitability provide additional insights on pathomechanism by providing a mechanism to define the type and magnitude of gating defect that is necessary to cause myotonia or periodic paralysis (Cannon et al., 1993a). The model correlate of myotonia is sustained bursts of action potentials, whereas periodic paralysis is manifest as an anomalous stable depolarization of Vrest that inactivates the simulated Na+ conductance and renders the model fiber inexcitable.

Simulations have demonstrated that some gain-of-function defects predispose to myotonia while others increase the susceptibility to periodic paralysis. For example, NaV1.4 mutations found in SCM patients, who by definition have myotonia but no periodic paralysis, alter the kinetics of channel inactivation with a slower rate on onset and sometimes with faster recovery as well (Green et al., 1998; Yang et al., 1994). These changes increase the fraction of sodium channels that remain available for activation (i.e. non-inactivated) immediately after an action potential, which in turn increases the likelihood of repetitive after-discharges (Fig. XX.3, middle). Because the gain-of-function defect is transient, without a persistent Na+ current in steady-state, the simulation will never produce the stable depolarization of Vrest required to produce periodic paralysis. The myotonic burst is sustained by the modest after-depolarization arising from use-dependent K+ accumulation in the T-tubules, an extracellular space with restricted diffusion. Normally, NaV1.4 channel availability is too low immediately after an action potential for this transient after-depolarization to trigger another spike, but for SCM mutant channels the increased availability may elicit an after-discharge. Experimental support for this mechanism has been obtained in animal models of myotonia, where muscle fiber detubulation abolishes the transient after-depolarization and the burst of myotonic discharges (Cannon and Corey, 1993).

Figure XX.3.

Figure XX.3

Model simulation of myotonia and periodic paralysis resulting from gain-of-function defects in NaV1.4. Top row shows simulated NaV1.4 mutant currents (blue lines) typical for SCM (middle) and HyperPP (right). A two-compartment model for skeletal muscle (Cannon et al., 1993a), to simulate the sarcolemma and the t-tubule including K+ accumulation, was used to simulate the response to simulated current injection. The simulated muscle normally fires a single action potential and then accommodates (left, note the difference in time scale compared to the top row). A reduced rate for onset of fast inactivation as in SCM (middle) gives rise to a sustained burst of myotonic discharges that persists after termination of the stimulus. A small persistent Na+ current to simulate HyperPP (right) also results in an initial myotonic burst, but then the membrane potential settles on an anomalously depolarized value, which inactivates the majority of NaV1.4 channels and renders the fiber refractory from a second stimulus pulse.

In contrast, the gain-of-function defects for NaV1.4 mutant channels associated with HyperPP often include an anomalous persistent Na+ current from incomplete inactivation or a shift in the steady-state voltage dependence of gating (Cannon and Strittmatter, 1993; Hayward et al., 1996). Voltage-clamp studies of wild type NaV1.4 show fast inactivation of Na+ currents within a msec and a barely perceptible fraction of non-inactivating current that is about 0.2% of the transient peak amplitude. For HyperPP mutant channels, however, the persistent current is 1% to 4% of the transient peak (Cannon et al., 1991). While the absolute magnitude of this persistent current is small, the 5- to 20-fold relative increase has a large effect on simulated fiber excitability. Quiescent fibers have a normal Vrest, where NaV1.4 channels are closed and the gain-of-function defect is silent. Brief stimulation may elicit a burst of myotonic discharges, and as K+ accumulates in the T-tubules the moderate after-depolarization in conjunction with a persistent defect of NaV1.4 inactivation results in a steady inward Na+ current that keeps the fiber stably depolarized at about −45 mV (Fig XX.3, right). From this anomalously depolarized Vrest the wild type NaV1.4 channels and most of the HyperPP mutant channels are inactivated, which renders the fiber chronically refractory and unable to generate an action potential. The mutant allele has a dominant-negative effect on fiber excitability, acting through voltage-dependent inactivation. This scenario also explains why exogenous administration of K+ may elicit an attack of weakness in HyperPP. Model simulations show a similar mechanism occurs for HyperPP gain-of-function mutations that enhance activation from a left shift in voltage dependence. The increased overlap of steady-state inactivation and activation creates a persistent “window” current in the voltage range of −65 mV to −45 mV.

Slow inactivation of NaV1.4 channels will attenuate the persistent current from a fast inactivation defect and thereby is predicted to reduce the susceptibility to periodic paralysis (Ruff, 1994). Voltage-clamp studies revealed impairment of slow inactivation for the two most commonly occurring mutations in HyperPP (T704M and M1592V) and for a subset of other mutations in HyperPP and PMC (Cummins and Sigworth, 1996; Hayward et al., 1997). About 90% of wild type NaV1.4 channels will slow inactivate at depolarized potentials, whereas the mutant channels have a combination of defects with larger non-inactivating fraction (20% – 40%), a right shift in voltage dependence, or a faster rate of recovery. Not all PMC/HyperPP mutant channels tested had a detectable impairment of slow inactivation, but every NaV1.4 mutation with a defect of slow inactivation was associated with a phenotype where periodic paralysis was a prominent symptom (Hayward et al., 1999). The interpretation is that impaired slow inactivation markedly increases the risk of depolarization-induced attacks of periodic paralysis, but that because normal slow inactivation is only about 70% to 80% complete at −50 mV then a severe defect of fast inactivation alone is sufficient to produce stable depolarization with paralysis.

XX.3.2 Anomalous Gating Pore Conduction in Hypokalemic Periodic Paralysis

Hypokalemic periodic paralysis presents with recurrent episodes of weakness in association with low serum K+ (< 3.0 mM). Attacks of weakness in HypoPP are often precipitated by events that promote a reduction of extracellular K+ such as a concentrated oral load of carbohydrate (which shifts glucose and K+ into muscle), or K+ loss from vomiting or diarrhea (Cannon, 2015; Lehmann-Horn et al., 2004). Myotonia does not occur in HypoPP, and is an exclusion criterion for the diagnosis. The genetic lesion in HypoPP is heterogeneous, with 60% of families having a missense mutation in the skeletal muscle calcium channel (CaV1.1 encoded by CACNA1S) and 20% with a missense mutation of SCN4A encoding NaV1.4 (Sternberg et al., 2001). Remarkably, all 12 HypoPP mutations in NaV1.4 and 8 of 9 mutations in CaV1.1 are missense substitutions at arginine residues in S4 segments of the voltage sensor domains (VSD) (Matthews et al., 2009). This convergence of mutation sites at homologous positions in the VSDs of CaV1.1 and NaV1.4 has led to the notion that a common pathomechanism underlies the susceptibility to intermittent depolarization with paralysis (Cannon, 2010). This hypothesis is consistent with the clinical experience that the signs and symptoms of HypoPP are indistinguishable for patients with CaV1.1 or NaV1.4 mutations.

XX.3.2.1 Gating Pore Current in HypoPP Mutant Channels

Functional expression studies of NaV1.4 HypoPP mutant channels initially focused on voltage-dependent gating of the Na+ conductance, since the mutations all occurred in VSDs. Moderate loss-of-function changes were identified, with enhanced slow inactivation (left shift and slower rate of recovery (Struyk et al., 2000)) or a left shift of fast inactivation with reduced current density (Jurkat-Rott et al., 2000). In addition, substantial decoupling of gating charge displacement to channel opening further contributes to a reduced peak Na+ current in HypoPP mutant channels (Mi et al., 2014). These changes suggested a dichotomy to account for divergent clinical phenotypes from NaV1.4 mutations – gain-of-function defects predispose to myotonia and HyperPP, whereas loss-of-function defects cause HypoPP – but there was no satisfactory explanation for how loss-of-function for NaV1.4 would cause paradoxical depolarization and loss of excitability in low extracellular K+.

Histidine scanning mutagenesis to ascertain voltage-dependent conformational changes in the S4 segments of Shaker KV channels revealed a secondary pathway for translocation of protons across the membrane, either by a transporter mechanism (Starace et al., 1997) or conduction through an aqueous path (Starace and Bezanilla, 2001; Starace and Bezanilla, 2004). Substitution of the first arginine in S4 by smaller hydrophobic residues created a non-selective monovalent cation conductance, the so-called omega-current or gating pore current, as distinguished from the conventional “alpha” current through the canonical pore domain (Tombola et al., 2005). Homologous mutations at a pair of arginines in DIIS4 of NaV1.2 also resulted in a gating pore current (Sokolov et al., 2005). This observation raised the possibility that all members of the voltage-gated ion channel superfamily might support a gating pore current when S4 in the VSD is mutated (Moreau et al., 2014), including by disease-associated mutations. The mechanistic interpretation was that voltage-dependent translocation of the S4 helix occurs through an aqueous crevice in the channel (Starace and Bezanilla, 2004) that has a hydrophobic narrow waist – the gating charge transfer center (GCTC) - that normally impedes ion conduction (Tao et al., 2010; Wood et al., 2017). Mutation of an arginine in S4 may allow ion conduction through the gating pore, when the mutant residue is aligned with the GCTC. This scenario is consistent with the voltage-dependence of the permissive state for ion conduction that has been observed for gating pore currents (Sokolov et al., 2005; Starace and Bezanilla, 2004).

The HypoPP associated mutations of NaV1.4 are in the outer arginines at the amino end of S4 segments (Matthews et al., 2009), and so a gating pore current would be expected to show inward rectification, with ion conduction occurring at hyperpolarized potentials that bias S4 in the “downward” closed channel conformation. When HypoPP NaV1.4 mutant channels are expressed at very high levels in Xenopus oocytes, a TTX-insensitive inward rectifying current is detectable, consistent with a gating pore current (Fig. XX.4), and which is not seen for wild type NaV1.4 channels (Sokolov et al., 2007; Struyk and Cannon, 2007; Struyk et al., 2008). The two HypoPP mutations in DIIS4 that are arginine to histidine substitutions (R669H and R672H) both conduct proton-selective gating pore currents (Struyk and Cannon, 2007; Struyk et al., 2008). Interestingly, the clinical phenotype is no different for proton selective versus cation non-selective HypoPP mutations. Eight out of the 12 reported HypoPP mutations in NaV1.4 have been screened, and all 8 had detectable gating pore currents. Moreover, the PMC associated mutation in DIVS4 (R1448C at the R1 position) did not have a detectable gating pore current (Francis et al., 2011), thereby showing specificity with gating pore currents observed only in HypoPP mutant channels. Histidine screening mutagenesis in S4 segments for all four domains of NaV1.4 shows that the DIV VSD is more resistant to the creation of a gating pore leak, possibly because the GCTC is spread over a larger distance (Gosselin-Badaroudine et al., 2012). An inward rectifying current, consistent with a gating pore current, has also been detected in muscle fibers from R669H HypoPP mice, which verifies this anomalous current occurs in the context of mammalian skeletal muscle (Wu et al., 2011).

Figure XX.4.

Figure XX.4

Gating pore currents in NaV1.4 HypoPP mutant channels. (a) Schematic representation of the NaV1.4 α subunit showing the location of missense mutations associated with muscle syndromes that include periodic paralysis (PMC, HyperPP, HypoPP). The HypoPP mutations are all at arginine residences in S4 segments and none are in domain IV. (b) Currents recorded from oocytes expressing wild type (WT, black) or R669H HypoPP mutant channels (red) in the presence of 1 µM TTX to block the NaV1.4 pore. The steady-state I–V relation shows inward rectification for R669H but not WT channels. (C) Inward rectification is consistent with a gating pore current resulting from a voltage-dependent anomalous conduction pathway that allows cation permeation only when the mutant residue of S4 is within the gating charge transfer center.

XX.3.2.2 Pathophysiologic Mechanism for HypoPP

A confluence of experimental evidence and computer modeling supports the hypothesis that the gating pore current is the critical anomaly for HypoPP mutant channels in causing susceptibility to paradoxical depolarization and weakness in low K+. Investigations with human HypoPP muscle biopsies implicated an unusual source for the depolarizing current, since TTX did not prevent depolarization of NaV1.4 HypoPP fibers (Jurkat-Rott et al., 2000) nor did calcium channel blockers for CaV1.1 associated HypoPP (Ruff, 1999). All 12 HypoPP mutations in NaV1.4 are missense mutations at arginines in the outer ends of S4 segments in the VSD, and all 8 tested to date had detectable gating pore currents. Moreover, the CaV1.1 mutations in HypoPP are also R/X substitutions in S4 segments of the VSD, and voltage-clamp studies of CaV1.1-R528H human fibers (Jurkat-Rott et al., 2009; Ruff, 1999) and knock-in mice (Wu et al., 2012) also revealed an inward rectifying gating pore current.

The mechanism by which the gating pore current produces susceptibility to depolarization and weakness in low K+ has been tested and supported by computer simulation (Jurkat-Rott et al., 2010; Struyk and Cannon, 2008). In quantitative terms, gating pore currents are very small, with the conductance being about 0.03% the peak Na+ conductance through the conventional pore (Mi et al., 2014). In skeletal muscle at Vrest, the gating pore conductance is about 10 µS/cm2 or 1% of the total resting conductance of the fiber. The gating pore current will promote depolarization, since the reversal potential is near 0 mV, regardless of whether the conductance is proton selective or non-selective for monovalent cations. Based on these values, the impact of the anomalous gating pore current on a simulated resting fiber is modest in normal external K+ (4.5 mM), with a predicted depolarization of about 3 mV. In low extracellular K+, however, the impact can be large. As K+ is reduced, the equilibrium or Nernst potential for K+ becomes more negative, and initially the simulated fiber hyperpolarizes. In low K+, the membrane voltage at which strong rectification occurs for the inward rectifier K channel (Kir) also becomes more negative. This shift of the rectification point for Kir will eventually reduce the outward K+ current available to balance inward currents from ClC-1 chloride channels and the gating pore. (Recall in steady-state Vrest is always more positive than EK so the current will be outward through Kir). When K+ is further reduced and the Kir current becomes too small to balance the ClC-1 and gating pore inward current, the fiber will depolarize until the delayed rectifier K channel (Kdr) opens and again establishes a net balance of 0 ionic current. In essence, the K+ channel that dominates for setting Vrest switches from Kir (normally polarized Vrest) to Kdr (abnormally depolarized). At this anomalously depolarized Vrest, NaV1.4 channels are inactivated, the fiber is inexcitable, and flaccid weakness ensues. Of course, this same mechanism applies to wild-type fibers, as has been demonstrated experimentally in mammalian fibers (Siegenbeek van Heukelom, 1991), but in the absence of a gating pore current the critical [K+] for paradoxical depolarization is about 1 mM, far below the normal physiologic range. The anomalous gating pore current conducted by HypoPP mutant channels shifts the critical K+ value up to about 3.0 – 3.5 mM, at the low end of the normal physiologic range. In addition, the loss-of-function changes in HypoPP mutant NaV1.4 channels (enhanced inactivation and partial decoupling of charge movement to channel opening) will further contribute to the reduced excitability caused by depolarization of Vrest. The response of Vrest to changes in extracellular K+ is summarized in the phase plot for simulated wild-type and HypoPP fibers in Fig. XX.5.

Figure XX.5.

Figure XX.5

Simulated paradoxical depolarization in low K+ for a model HypoPP fiber. (a) Diagram of the pumps and transporters (top side) and ion channels (bottom side) to simulate the dependence of Vrest on extracellular K+. Arrows indicate the direction of net transport for specific ions when the fiber is at the normal Vrest. The gating pore is present in HypoPP fibers only, has a reversal potential near 0 mV, and in this simulation is carried primarily Na+ influx. (b) Phase plot of Vrest (top) and intracellular Cl (bottom) as the extracellular K+ was varied from 1 to 5 mM. At each set value of K+, the simulation searched for values of the membrane potential and internal Cl that simultaneously satisfied two constraints: that the sum of all ionic currents was zero (equilibrium point for Vm) and that the net Cl flux was also zero (mass balance for NKCC influx and ClC-1 efflux). For comparison, the Nernst potential for K+ is shown in blue. For a simulated WT fiber (solid line), Vrest hyperpolarizes as K+ is lowered from 5 mM until about 1.5 mM, at which point the fiber paradoxically depolarizes to −52 mV. This transition occurs because in very low K+ the Kir conductance can no longer balance the inward Cl current. The fiber depolarizes, which must be accompanied with an increase of intracellular Cl (bottom) because of the high resting Cl conductance. Addition of the gating pore current in a simulated HypoPP fiber (dashed line), shifts the relation to the right such that the paradoxical depolarization now occurs at 3 mM which is in the low physiologic range. The system has the possibility of multiple equilibrium potentials at a single value of external K+. For example, in the WT fiber this region of bistability for Vrest was with K+ between 1.5 and 2.75 mM. The internal [Cl] determines which value of Vrest will the fiber will settle upon (hyperpolarized for low Cl and depolarized for high Cl).

The chloride gradient across the sarcolemma has a strong influence over the susceptibility to depolarization and periodic paralysis for HypoPP fibers in low K+. This modulation by Cl occurs because ClC-1 channels contribute about 85% of the total resting conductance in skeletal muscle (Palade and Barchi, 1977). The reversal potential for Cl is about 3 mV depolarized from Vrest because influx via the Na+-K+-2Cl cotransporter (NKCC) maintains the intracellular Cl slightly higher than the equilibrium value predicted for a passive electrochemical distribution (Aickin et al., 1989). Consequently, a steady inward Cl current (efflux of the Cl anion) through ClC-1 channels is the primary depolarizing current that is balanced at rest by the outward hyperpolarizing K+ current conducted by Kir channels. Recordings from mammalian fibers and computer simulations (Gallaher et al., 2009) show that this combination of resting conductances gives rise to the possibility of two resting potentials (net ionic current is 0 for both cases) over a range of low external K+ values (Fig. XX.5). The bistability of two resting potentials in skeletal muscle is not the result of an “N”-shaped steady-state I–V relation, with three critical membrane potentials at which the total current is 0 (e.g. the classical cardiac Purkinje cell model (Gadsby and Cranefield, 1977)). The large resting Cl conductance prevents such a scenario. Instead, a shift in the intracellular [Cl] is the critical state variable that determines whether Vrest will lie on the hyperpolarized branch (low internal Cl, preserved excitability) or the depolarized branch (high internal Cl, loss of excitability). This insight led to the suggestion that maneuvers to manipulate the sarcolemma Cl gradient should have a strong modulating effect on the susceptibility to attacks of weakness in HypoPP (Geukes Foppen et al., 2002). Indeed, inhibition of the NKCC cotransporter with bumetanide, which will reduce intracellular [Cl], completely prevents the loss of force from a 2 mM K+ challenge in the NaV1.4-R669H mouse model of HypoPP (Wu et al., 2013). Conversely, a hyperosmolar challenge, which stimulates NKCC and increases intracellular [Cl], may trigger a loss of force or aggravate the response to a low K+ challenge.

XX.3.3 Loss of Function Mutations: Myasthenia and Congenital Myopathy

In myasthenia, voluntary muscle force rapidly fatigues, because of a loss in the safety factor of neuromuscular transmission. The synaptic defect is usually postsynaptic, as in myasthenia gravis with antibody-mediated loss of the nicotinic acetylcholine receptor and defacement of the endplate zone, or may be presynaptic as with congenital myasthenic syndromes (CMS) caused by genetic defects in acetylcholine synthesis or packaging into vesicles (Engel et al., 2003). A sodium channel based myasthenic syndrome was initially identified in a patient with fatigable weakness and the typical decremental response of the compound muscle action potential with repetitive nerve stimulation, but surprisingly the postsynaptic endplate potential was of normal amplitude (Tsujino et al., 2003). This combination of effects suggested a defect in muscle excitability downstream from the neuromuscular junction, and sequencing of SCN4A revealed a missense mutation in the voltage sensor of domain IV. Increased awareness that mutations of NaV1.4 may occur in patients with symptomatic overlap between myasthenia and periodic paralysis led to the identification of additional isolated CMS cases, each of which was associated with recessive inheritance and homozygous missense mutations at arginines in the S4 of domain IV (Arnold et al., 2015; Habbout et al., 2016).

The congenital myopathies are a clinically and genetically diverse group of disorders with neonatal or early-onset weakness and characteristic changes on muscle biopsy. Over 20 different causative genes have been identified and the phenotype may vary from reduced fetal movements with neonatal fatality or mild disability with a normal lifespan. Whole exome sequencing from a large international consortium of congenital myopathy cases revealed 11 individuals with SCN4A mutations from 6 families (Zaharieva et al., 2015). The clinical features ranged from fetal loss or death within the first two days (7 cases) to reduced muscle tone at birth and moderately severe myopathy but retained ability for independent ambulation. The severe cases were all homozygous null mutations for NaV1.4 whereas the less severe phenotypes had homozygous loss-of-function mutations or compound heterozygous mutations with a null allele and a loss-of-function mutation on the trans allele. Congenital myopathy patients who survived beyond childhood also had muscle fatigue and episodes of weakness, suggesting a partial overlap with myasthenia and periodic paralysis. All 12 parents were genetically confirmed to be heterozygous carriers, and all were asymptomatic with a normal neurological exam, thereby showing for the first time that a single null allele for SCN4A is well tolerated without a detectable clinical deficit.

XX.3.3.1 Loss of Function Defects in Myasthenia and Myopathy

Expression studies of NaV1.4 missense mutations associated with CMS or congenital myopathy show loss-of-function defects. The CMS mutations cause a pronounced leftward shift (−15 to −20 mV) for the voltage dependence of fast inactivation (Arnold et al., 2015; Tsujino et al., 2003), slower recovery from inactivation, and for R1454W a markedly faster onset of slow inactivation (> 2 orders of magnitude) (Habbout et al., 2016). This combination of defects greatly enhances the use-dependent reduction of peak Na+ current during a high frequency train (50 Hz) of brief depolarizations. The NaV1.4 missense mutations found in congenital myopathy either did not produced detectable Na+ current (3 of 7), had substantially reduced Na+ current density (3 of 4 expressing), or a depolarized shift of activation (2 of 4 expressing) (Zaharieva et al., 2015). Curiously, one missense mutation with an associated frameshift truncation (H1782Qfs65) was indistinguishable from wild-type in the HEK cell expression system. Otherwise, the congenital myopathy NaV1.4 mutations consistently displayed loss-of-function defects.

XX.3.3.2 Pathophysiologic Mechanism of Myasthenic Weakness

The loss-of-function defects identified for NaV1.4 in myasthenia will reduce the available pool of channels at the resting potential of −90 mV (large left shift of fast inactivation) and greatly accentuate the use-dependent reduction of peak Na+ current during high-frequency discharges (slower recovery from inactivation, faster entry to slow inactivation). The mode of inheritance for the NaV1.4 myasthenic syndrome is autosomal recessive (Arnold et al., 2015; Habbout et al., 2016), suggesting that a large use-dependent reduction of Na+ current (an acute change) is required to cause intermittent failure of spike generation from the endplate depolarization at the NMJ or to reduce the action potential amplitude, and thereby cause fatigable weakness. The heterozygous parental carriers with one copy of the CMS mutation are asymptomatic, so a mild use-dependent loss of Na+ current must be well tolerated. Chronically, even a complete null for one allele does not cause symptoms, as was detected in the parents of the congenital myopathy patients (Zaharieva et al., 2015).

An NaV1.4 knock-out mouse model also supports the notion that an acute reduction for a substantial portion of the Na+ current is required to produce myasthenia (Wu et al., 2016). Mice heterozygous for a deletion of exon 12 have a 50% reduction of Na+ current density in muscle, but no obvious motor phenotype. So mice, like humans, tolerate a null allele for SCN4A without an appreciable deficit in behavior. Expression of the embryonic isoform, NaV1.5, was not upregulated in adult mice to compensate for the reduced current density. Homozygous knock-out mice do not survive beyond the second postnatal day. In vitro contraction testing revealed a latent myasthenic phenotype in the heterozygous exon 2 deleted mice, with a sag in the muscle force plateau during tetanic stimulation and a decremental response of the compound muscle action potential during repetitive nerve stimulation in low-dose curare.

Taken together, the data for recessively inherited myasthenia or congenital myopathy imply a gene-dosage effect, and also a dependence on whether the mutant allele is a partial loss-of-function (hypomorphic) or a complete null. Fig. XX.6 illustrates these interactions amongst the different alleles. The vertices of the triangle represent the three possible homozygous states (WT/WT, LOF/LOF, null/null), and the midpoints on the sides of the triangle represent all possible combinations of heterozygotes (WT/LOF, WT/null, LOF/null). The large yellow shaded area shows that three possible combinations will be asymptomatic (WT/WT, WT/LOF, WT/null). When both alleles are mutant, there is a spectrum of clinical phenotype severity ranging from the mildest being myasthenia (LOF/LOF), to congential myopathy with survival to adulthood (LOF/null), and then the neonatal lethal incompatible with survival (null/null).

Figure XX.6.

Figure XX.6

Diagram illustrating the relationship between wild-type (WT), loss-of-function (loss), and null alleles for NaV1.4 in determining the clinical phenotype. The loss-of-function refers to mutant NaV1.4 channels that express and conduct Na+ current, albeit with reduced amplitude or duration, as distinct from the complete absence of function with a null allele. (Reproduced from (Cannon, 2016)).

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