Medullary bone (MB), an estrogen-dependent reproductive tissue present in extant gravid birds, is texturally, histologically and compositionally distinct from other bone types. Phylogenetic proximity led to the proposal that MB would be present in non-avian dinosaurs, and recent studies have used microscopic, morphological, and regional homologies to identify this reproductive tissue in both theropod and ornithischian dinosaurs. Here, we capitalize on the unique chemical and histological fingerprint of MB in birds to characterize, at the molecular level, MB in the non-avian theropod Tyrannosaurus rex (MOR 1125), and show that the retention of original molecular components in fossils allows deeper physiological and evolutionary questions to be addressed.
Medullary bone (MB) is a reproductive tissue present only in birds among living organisms1. It is a short-lived, rapidly deposited bony tissue arising from the endosteum (connective tissue lining the marrow space), and extending into the medullary cavity and inter-trabecular spaces of long bones of gravid female birds. MB was first identified in neognaths (2,3,4 and references therein), and later in ratites5. To date, it has been identified in virtually all birds, with the possible exception of some songbirds6.
MB is classified as a reproductive tissue because its formation and depletion are tightly regulated by serum levels of estrogens4,7 that accompany ovulation. These hormones stimulate osteoblasts within the endosteum to produce new bone that extends into and in some cases fills the medullary cavity of laying birds8. MB provides little structural support (but see7,9), rather its primary function is to serve as an easily mobilized source of calcium for eggshell mineralization7,10,11,12. MB is gender-specific and does not occur naturally in males or juveniles, only in mature females; however, it can be induced in male birds with the administration of excess estrogen13,14. Members of Crocodylia, which along with Aves represent the extant taxa most closely related to non-avian dinosaurs, do not produce MB, and it cannot be induced in these animals1,15,16.
MB is easily diagnosed in living birds, by its location (primarily long bones4,7,9,10,17,18,19); microstructure (highly vascular, non-lamellar collagen fibrils and isotropy, lack of secondary osteons due to extensive resorption cycles); greater mineral to collagen ratios than other bone types10,18,19,20,21; and stimulus (estrogen dependent3,7,10,12,17,18,20,22). Additionally, it is visible in hand sample and easily separated from overlying cortical bone (CB, Fig. 1).
It was hypothesized that MB would be present in non-avian theropod dinosaurs23,24, and thus would provide a means for unambiguous gender determination and reproductive status in extinct theropods. Because of its extensive mineralization, MB has high preservation potential, and has been identified in fossil birds21,25,26, including non-crown group taxa27. Location, texture and microstructure were recently used to diagnose MB in fossil non-avian dinosaur remains, including the theropods Tyrannosaurus rex5 and Allosaurus fragilis28 and surprisingly, two ornithischian dinosaurs not on the direct lineage to birds28,29. This distribution suggests that MB may be a basal trait for dinosaurs and, because it is not produced by crocodiles (or any living non-archosaur)1, may have arisen in this lineage after the divergence of Avemetatarsalia and Pseudosuchia (30 and references therein). However, because some pathologies31 or in some cases, metaphyseal resorption and redeposition during normal growth (e.g., compacted coarse cancellous bone32) may approximate microstructural aspects of MB, morphological and histological traits alone cannot provide conclusive evidence that a tissue is homologous with avian MB.
To diagnose MB in non-avian dinosaurs requires a thorough understanding of its structure, distribution, and chemical composition across modern avian taxa. Although MB contains osteoblasts (bone forming cells) like other bone, MB osteoblasts have receptors on their nuclei for estrogen33,34 making this bone type more responsive to changes in serum estrogen levels. Thus, when estrogen levels are high following ovulation, MB is rapidly deposited.
The composition and biochemistry of MB matrix is distinct from CB and trabecular bone (TB) as well7,10,12,17,18,19,22. ‘MB is proportionately lower in collagen, and the mineral to collagen ratio is significantly greater in medullary than cortical bone (17 and references therein). MB matrix includes more non-collagenous proteins and glycosaminoglycans than any other bone type10, and the level of hydroxylated matrix proteins is distinct17. In particular, avian MB incorporates keratan sulfate, a glycosaminoglycan not found in the matrix of other bone types35,36, where chondroitin 4-sulfate is expressed instead37. Some data suggest that because of these matrix differences, mineralization progresses differently in MB, resulting in smaller fibrils and a less ordered crystal emplacement, hallmarks of avian-specific reproductive bone35,37. The matrix secreted by estrogen-activated osteoblasts also contains an enzyme, tartarate-resistant acid phosphatase (TRAP) (35 and references therein). This enzyme is localized to both osteoclasts and the secreted matrix35.
Because MB may bear a superficial resemblance to other bone types histologically (specifically viral-induced avian osteopetrosis31,38,39), here we test the hypothesis that MB in non-avian dinosaurs can be chemically diagnosed using the unique structural and compositional differences outlined above. We compare non-avian dinosaur tissue with ostrich (a paleognath) and chicken (a neognath) as representatives of MB expression in the extant avian lineage. We also applied computed tomography (CT) to show that MB is organizationally distinct from cortical bone, and employ histochemical staining and immunochemistry to support a diagnosis of MB in a previously examined Tyrannosaurus rex (MOR 1125)5.
MB is clearly visible in both extant and extinct dinosaur bone (Fig. 1), and is morphologically and texturally distinct from overlying CB and/or TB in hand sample. MB is fibrous, vascular and randomly organized, non-lamellar woven bone, consistent with its rapid deposition (e.g.40). In chicken (Fig. 1A,B) MB is distinct in color and texture from overlying CB (Fig. 1A) and TB (Fig. 1B). MB in ostrich femur (Fig. 1C,D) likewise shows visible differentiation in color and organization, but in hand sample, MB seems to grade from CB, becoming less dense and more spiculated as it extends toward the medullary cavity. Large erosion rooms (ER) are visible in the loosely organized MB (Fig. 1C) and at the boundary between CB and forming MB, and white crystalline MB occasionally fills the erosion rooms (Fig. 1C, *). At higher magnification in ground section (Fig. 1D), a distinct separation between ostrich CB and MB can be seen that is not obvious in hand sample. Similarly, MB is attached to, but distinct from overlying T. rex CB in texture, color, vascularity and organization (Fig. 1E,F). The proximal femur shaft of MOR 1125 shows no expansion or distortion consistent with osteopetrosis in gross transverse section (Fig. 1G), but cortical bone (CB) is clearly distinct from hypothesized MB (arrows), which completely fills the medullary cavity. A red line marks the distinction between CB and MB, separated by erosion rooms. These areas of porous bone can be seen to extend from the medullary cavity almost to the periosteal surface in some regions (Fig. 1G,*). A petrographic ground section is shown in Fig. 1H. Black arrows show a distinct line of separation between CB with large erosion rooms and adjacent MB, which is randomly oriented and appears fragmented. An apparent trabecular fragment (T) is seen interspersed with the MB (Fig. 1H). Figure S1 shows an expanded view of this region, with more of the inner cortical bone visible. In this microscopic section, the contrast between dense CB with secondary osteons, the region of intense resorption, and the origin of non-lamellar MB is easily visualized.
Ground sections of T. rex and ostrich CB is birefringent and anisotropic when observed using polarized light (Fig. S2A,C), demonstrating the lamellar nature of this bone type. MB from ostrich and T. rex (Fig. S2B,D) lacks birefringence, supporting the randomly oriented, non-lamellar nature of MB tissues, consistent with rapidly deposited woven bone.
To confirm density and organizational differences between MB and CB in this specimen of Tyrannosaurus rex, we employed high-resolution computed tomography (CT) (see Materials and Methods). MB in MOR 1125 is structurally unique and shows substantial density disparity with overlying cortical bone both in volumetric renderings (Fig. 2A–D) and in two-dimensional transverse section (Fig. 2E–G), independently substantiating the diagnosis of this tissue.
We used Alcian blue histochemical stain (Fig. 3) to capitalize on the chemical differences between CB and MB. This stain reacts with the acidic, sulfated glycosaminoglycan keratan sulfate35, which is not found in cortical bone36,37. Although Alcian blue lightly stains CB in both extant (chicken, ostrich) and extinct (T. rex) dinosaur bone, staining of MB is much more intense in all cases, allowing microstructural and compositional differentiation of bone types. Figure 3 A,B shows low (A) and high (B) magnification images of demineralized sectioned bone from a hen in lay. Trabeculae (T) are lightly stained, supporting compositional similarity with cortical bone, but MB stains a dark blue (black arrows), and shows a pattern of MB deposition on existing trabeculae. MB arises from and lines the trabeculae and internal layers of cortical bone, but also forms as pockets within CB and TB (Fig. 3A, yellow arrows). This may be due to centripetal deposition and infilling of osteons or vessel channels with forming MB. Spicules of forming MB are occasionally penetrated by ovate “holes” that may represent vascular channels surrounded by MB matrix (red arrowheads). At higher magnifications, CB and MB are separated by large openings which may be vascular structures or, alternatively, erosion rooms that existed prior to MB deposition (Fig. 3B, black arrow).
Similarly, ostrich MB bone (Fig. 3C) reacts more intensely to the stain, supporting its distinct chemical composition, but the pattern of deposition in this ratite differs from that of laying hen. Although CB is lightly stained, similar to the chicken (Fig. 3C, left), staining intensifies with increasing depth toward the medullary cavity (black arrows), reflecting compositional differences from CB, and allowing differentiation of MB by chemistry when it is not as obvious histologically. As in the chicken, MB can be seen to form “pockets” within pre-existing CB/TB (yellow arrows) and also is penetrated by empty ovate structures (red arrowheads), supporting the possibility that MB will deposit around vascular tissues as well as pre-existing bone. Alternatively, it may be that this represents MB from a previous lay cycle that was not fully resorbed. CB from T. rex (Fig. 3D,E) was physically separated from underlying MB and analyzed separately (see Materials and Methods). The demineralized CB matrix is highly fibrous, and fibers show varying orientation. The matrix is only lightly stained, consistent with extant cortical bone samples, and neither the ovate structures or pockets of differentially stained regions were observed. In contrast, isolated fragments of demineralized T. rex MB (Fig. 3F,G) are deeply stained relative to that seen in CB, and contain regions of even more intense staining (black arrows). The MB is deposited on, or retains, empty ovate “holes”, as seen in the other MB samples (Fig. 3F, red arrowheads). The significance of these is not known, but they may represent pre-existing vascular channels on which MB is deposited.
We exposed all bone types to high iron diamine (HID), a stain that reacts specifically to sulfated glycosaminoglycans35. All are lightly stained, but MB in extant (Fig. 4A–D, yellow arrowheads) and extinct dinosaur samples (Fig. 4G,H, yellow arrowheads) reacts much more intensely to this stain. Chicken CB and MB (Fig. 4A,B) are differentiated by intensity of staining, which reveals spicules of new bone growth along surfaces of the more lightly stained CB. Ostrich (Fig. 4C,D) shows a similar pattern. Histological distinction between CB and MB is not as clear as in chicken, with stain intensity increasing with depth of tissue into the medullary cavity; however, like Alcian blue, HID stain is capable of differentiating bone types and follows the same pattern as the Alcian blue stain. T. rex CB (Fig. 4E,F) is minimally stained with HID, but within the matrix, blood vessels (BV, arrows) can be seen interspersed within the fibrous matrix. The much more intense reactivity of T. rex MB to this stain (Fig. 4G,H) relative to CB independently supports the presence of original compounds in these dinosaur materials. Data collection parameters were identical between modern and fossil bone samples for all histochemical stains. Figure S3 shows extant and dinosaur samples, demineralized and sectioned but unstained, as controls.
This pattern is repeated when Alcian blue is combined with HID stain, a common procedure to identify MB in modern birds35. The dual stains (Fig. S4) differentiate MB and CB in both extant and non-avian dinosaur samples. Differential distribution of sulfated glycosaminoglycans in forming bone is clearly visualized in both chicken (Fig. S4A,B) and ostrich (Fig. S4C,D) by staining intensity; similarly, T. rex CB (Fig. S4E,F) shows minimal reactivity, but isolated demineralized MB sections react intensely to the dual stains (Fig. S4G,H).
Demineralized MB bone matrix also reacts to monoclonal antibodies specific to keratan sulfate (Fig. 5), allowing immunological differentiation of MB from CB or TB. Antibody-antigen complexes localize to globular structures within the MB matrix of Japanese quail35, a pattern also seen in the present study for all samples tested. No binding is visualized when antibodies are exposed to chicken cortical bone (Fig. 5A,B) but these antibodies bind MB, in a regular, globular pattern in the laying hen (Fig. 5C,D). Similarly, ostrich cortical bone is negative for binding (Fig. 5E,F), but MB shows a punctate pattern of antibody binding (Fig. 5G,H) at identical data collection parameters. T. rex cortical bone is negative for antibody binding (Fig. 5I,J), but a globular pattern of antibody binding is visualized in sections of demineralized dinosaur MB (Fig. 5K,L).
Avian osteopetrosis is a viral-induced pathology which results in bone deposition on the endosteal and periosteal surfaces of affected long bones, and is usually accompanied by massive expansion in bone diameter. Because this bone is rapidly deposited and endosteally derived, it may superficially resemble MB in histological section. However, bone deposition is usually bilateral39,41 and results in massive increases in bone diameter, most often accompanied by periosteal reaction and abnormality41. None of these features were seen grossly in our T. rex samples (Fig. 1G), but we applied these antibodies to sections of bone from a chicken in which DNA analyses confirmed the presence of an avian leukosis virus, the group of retroviruses that induces avian osteopetrosis41. Positive binding would indicate molecular similarities between the matrix of MB and osteopetrotic bone. Figure 5M,N is the cortical region of petrotic bone (Materials and Methods) and Fig. 5O,P is the internal (medullary) regions of the same bone. These controls are negative for all samples. In other control experiments, we omitted primary antibodies, but kept all other steps identical to test conditions, to control for spurious or non-specific binding of secondary antibodies or fluorescent label to the tissues (Fig. S5).
Discussion and Conclusion
Medullary bone in extant birds is estrogen-dependent and linked to reproductive status and gender. Chemical differentiation of MB tissues in Tyrannosaurus rex implies that these factors can be extended deep into the theropod lineage. Homology can be inferred because of phylogenetic proximity, regional location within the skeleton, conserved histological features of endosteal derivation, high vascularity and isotropic arrangement of collagen fibers consistent with rapid deposition, as well as ephemeral nature (only 4 non-avian dinosaurs have been proposed to have this tissue), postcranial location, and now, molecular homologies. Identical tissues in multiple skeletal elements indicates a systemic process, consistent with MB deposition in extant birds, and the lack of periosteal reactive bone or abnormal bony enlargement in any elements negates an alternative hypothesis of avian osteopetrosis39,42.
The fleeting nature of MB contributes to its rarity in the fossil record, but it may be possible, through careful study, to link MB unambiguously to other, less ephemeral traits, holding potential for rigorous examination of population structure, acquisition of reproductive novelties, and ontogenetic development in non-avian dinosaurs.
Original organic components are assumed to be completely destroyed during burial and fossilization processes over millions of years. However, we have shown that tissues43,44,45, cells46 and fragments of original molecules44,46,47,48,49,50,51 can persist across geological time. Here we show the value of applying molecular methods to dinosaur bone to address important biological questions, using what is known of bone chemistry in homologous extant tissues.
Recently, MB was suggested to exist in pterosaurs, based upon purported histological similarity. Prondvai and Stein52 claimed to have identified the tissue in mandibulae of both juvenile and adult specimens, and proposed a redefinition of MB to include endosteal tissues that did not play a role in reproduction. These authors then concluded that the presence of MB could not be used for gender identification. However, the assignment of this pterosaur tissue to MB is dubious, in part because it was described only in mandibular symphyses, and was not identified in any postcrania examined52. In contrast, although MB occurs in some cranial material in a few birds, it is predominantly noted in the postcrania, specifically long bones (e.g.3,9,10,19 and references therein). It has never been reported in mandibulae of living birds, suggesting the tissue in pterosaurs is not homologous to MB. Furthermore, although MB can be induced to form in male birds with the administration of estrogen, it does not occur naturally in either males or juveniles, as was reported for pterosaurs. Because MB in living animals is estrogen dependent14,34 it cannot occur without the influence of these hormones. Thus the pterosaur tissues described by Prondvai and Stein52 do not meet criteria for homology with MB in extant birds or non-avian dinosaurs as described.
Here, we demonstrate that the unique chemical composition of MB in birds is retained and can be identified in a non-avian theropod dinosaur, thereby supporting the homology of these tissues with MB in living birds. We show that it is possible to remove ambiguity associated with the assignment of MB in extinct taxa, using histochemical and immunological signatures, in cases where bone tissues retain original chemical components. The application of multiple and varied molecular techniques to fossils, as well as innovations in high resolution, nano-detection instrumentation will permit the exploration of sex-linked traits in theropod dinosaurs, offering a novel approach to investigate the paleobiology of birds and their extinct dinosaurian relatives.
Materials and Methods
Please see supplemental information for description of all specimens used in this study, as well as detailed description of methods and reagents. All procedures were conducted on bones obtained from animals after death of natural causes, or which were dead before we received them, as our experiments did not require that we use live animals. There are no university approved guidelines for experiments done on animals whose death occurred beyond the auspices of North Carolina State University; therefore no approval was required.
How to cite this article: Schweitzer, M. H. et al. Chemistry supports the identification of gender-specific reproductive tissue in Tyrannosaurus rex. Sci. Rep. 6, 23099; doi: 10.1038/srep23099 (2016).
Dr. E. B. Cohen (NSCU College of Veterinary Medicine) for acquiring CT scan data, J. Barnes (NCSU College of Veterinary Medicine) for samples of MB in extant laying hen, Jake Perkins (Perkins Ostrich Farms) for ostrich bone, and G. Zavala (Avian Health International) for access to osteopetrotic bone. We thank Jack Horner, Bob Harmon, Ellen-Thérèse Lamm, Carrie Ancell and the rest of the MOR crew that participated in excavating and preparing this remarkable specimen. This research was funded by a grant from the David and Lucile Packard Foundation and the National Science Foundation (INSPIRE EAR-1344198), and private funds from the Vance Mullis family, to MHS.
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Journal of Ornithology (2018)