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Meridian Journal of Mathematical Sciences
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Investigation of a Two-Patch Within-Host Model of Hepatitis B Viral Infection: a supplementary report

Emre Yılmaz1*, Naledi Osei2 (unauthenticated), Léa Lemaire3

1School of Public Health, University of Eastfield, United Kingdom

2School of Economics, Meridian National University, Singapore

3Department of Chemistry, Sapienza Mediterranea, Italy

* Corresponding author.

Meridian J. Math. Sci. 2022, 8(2), e4413; https://doi.org/10.58301/skp6nh92

Abstract

Chronic infection with hepatitis B virus (HBV) can lead to formation of abnormal nodular structures within the liver. To address how changes in liver anatomy affect overall virus-host dynamics, we developed within-host ordinary differential equation models of two-patch hepatitis B infection, one that assumes irreversible and one that assumes reversible movement between nodular structures. We investigated the models analytically and numerically, and determined the contribution of patch susceptibility, immune responses, and virus movement on within-patch and whole-liver virus dynamics. We explored the structural and practical identifiability of the models by implementing a differential algebra approach and the Monte Carlo approach for a specific HBV data set. We determined conditions for viral clearance, viral localization, and systemic viral infection. Our study suggests that cell susceptibility to infection within modular structures, the movement rate between patches, and the immune-mediated infected cell killing have the most influence on HBV dynamics. Our results can help inform intervention strategies.

Keywords:Keywords Hepatitis B virusAsymptotic dynamicsIdentifiability analysisTwo-patch modelOrdinary differential equations

Introduction

Chronic hepatitis B, caused by the hepatitis B virus (HBV), remains a major health problem, affecting more than 257 million carriers globally (Schweitzer et al. 2015; Trépo et al. 2014). HBV is transmitted vertically from mother to child, through sexual contact, and after exposure with infected blood or body fluids (Guidotti and Chisari 2006). The risk of progression from acute to chronic disease is age dependent, with adult immunocompetent patients clearing the virus and infants and children developing chronic infection, followed by liver disease such as cirrhosis and hepatocellular carcinoma (Lee 1997; Locarnini et al. 2015). Chronic hepatitis B is rarely cured with available therapeutics (Dusheiko 2013; Pawlotsky 2023), hence the need for interdisciplinary studies where mathematical modeling and empirical data can merge to better describe the disease evolution following hepatitis B viral infection.

Current mathematical models describing HBV dynamics from acute to chronic infection are based on classical within-host models (Nowak et al. 1996) (with variations to account for hepatitis B virus characteristics), and are mainly validated with HBV DNA titers in the serum of infected patients and chimpanzees (Ciupe, Ribeiro, Nelson, Dusheiko, and Perelson 2007; Ciupe et al. 2014; Ciupe, Ribeiro, Nelson, and Perelson 2007; Murray et al. 2005; Dahari et al. 2009; Neumann et al. 2010; Goyal et al. 2017; Tsiang et al. 1999; Ciupe et al. 2024, 2021). Recently, multiscale mathematical models have been developed, with the aim of integrating intracellular aspects of hepatitis B replication into the cellular dynamics (Reinharz et al. 2021; Ciupe et al. 2024; Hailegiorgis et al. 2023; Shekhtman et al. 2024; Kadelka et al. 2021). They are validated using in-vitro and humanized chimeric or transgenic mice data, and have been instrumental in addressing the role of immune system (both cytolytic killing and non-cytolytic cure) on viral resolution, and the role of viral markers (such as the s- and e-antigens, and the covalently closed circular DNA) on viral persistence (Shekhtman et al. 2024; Kadelka et al. 2021; Ciupe et al. 2024).

One aspect of chronic hepatitis B that is less studied, using mathematical models, concerns the effect that hepatitis B virus has on the reshaping of the liver as the disease progresses from healthy, to fibrotic, to cirrhotic (Fig. 1A). The progression to fibrotic and cirrhotic disease is driven by repeated cycles of inflammatory responses, liver cells (hepatocytes) death, hepatocytes regeneration, and accumulation of fibrous tissue (Roehlen et al. 2020; Yuan et al. 2019). All these processes lead to the activation of collagen-producing cells, resulting in excessive accumulation of extracellular matrix, the formation of abnormal nodular structures, overall liver dysfunction, and often the need for liver transplantation (Bataller et al. 2005).

Fig. 1

Fig. 1 Proposed model of liver disease evolution following hepatitis B viral infection: (A) Liver transition from healthy to fibrosis to cirrhosis; (B) Hepatitis B virus localization during acute and chronic stages of hepatitis B viral infection. During chronic disease, liver is restructured into abnormal nodular structures separated by collagen (yellow streaks, right panel). Figure created in https://BioRender.com

The death of hepatocytes, due to chronic hepatitis B infection, has been shown to trigger compensatory proliferation of the remaining hepatocytes (Michalopoulos and Bhushan 2021). Fibrosis and cirrhosis affect viral replication, with increased liver stiffness that promotes the progression of hepatitis B disease (Cast et al. 2019). In this paper, we investigated whether the HBV persistence is influenced by differences in hepatocyte turnover (replication and death) within the nodular structures formed during fibrosis and cirrhosis (Fig. 1B, right panel). To address this, we developed two-patch mathematical models of heterogeneous hepatitis B virus replication and used them to determine how patch-specific hepatocyte susceptibility, immune response-induced hepatocyte death, and HBV travel rates between patches influence viral persistence. The results can help elucidate how the host-virus interactions in a heterogeneous architecture influence the transition between viral resolution and viral persistence.

Mathematical Model Development

Single-patch model of hepatitis B virus infection. The mathematical model of homogeneous hepatitis B virus infection considers the interaction between uninfected liver cells T, infected liver cells I, and hepatitis B virus V. It assumes that uninfected liver cells are produced at rate s, die at natural death rate d, and are infected at rate β. Infected liver cells die at immune-response mediated rate δ (≥d) and produce new virus at rate p. Virus is cleared at rate c. The mathematical model is given by:
dTdt=s-dT-βTV,dIdt=βTV-δI,dV1dt=pI-cV,1
with initial conditions T1(0)=s/d, I(0)=I0, V(0)=V0. This model was first used (in the context of hepatitis B virus infection) by Nowak et al. (1996) and utilized further in Ciupe, Ribeiro, Nelson, and Perelson (2007); Murray et al. (2005); Dahari et al. (2009); Tsiang et al. (1999); Neumann et al. (2010); Ciupe et al. (2024); K. Wang et al. (2010); Yousfi et al. (2011); Meena et al. (2023); Hews et al. (2010); Lewin et al. (2001). Its corresponding basic reproduction number (representing the average number of new viruses or infected cells generated by a single virus in a naive host) is given by
R0=βpcδsd.
It is easy to show that virus is cleared when R0<1 and persists when R0>1 (Ciupe and Heffernan 2017). In this study, we expanded model Eq. 1 by taking into account the anatomy of the liver during HBV-induced liver disease. It has been shown that, following hepatitis B infection, liver is restructured into abnormal nodular structures separated by collagen (Fig. 1A and B, right panels). To address differences in virus-host interactions in nodular structures, we developed a two-patch mathematical model and used it to investigate how heterogeneity in infection changes the conditions for viral clearance and viral persistence. Special attention was given to parameters describing liver injury, δ, and liver regeneration, s. This two-patch model is a first step in including heterogeneity, with multi-patch models being the obvious next step.
Two-patch model of hepatitis B virus infection. We expanded model Eq. 1 to account for virus dynamics in two liver nodular structures, obtaining a two-patch model of HBV infection. In each nodular structure, we modeled the interaction between uninfected liver cells Tj, infected liver cells Ij, and hepatitis B virus Vj, with j={1,2}. As before, we assumed that uninfected liver cells are produced at rates sj (nodular structure-dependent), die at natural death rate d, and get infected at rate β (nodular structure-independent). Infected liver cells are killed at rate δ and produce new virus at rate p (nodular structure-independent). Virus is cleared at rate c (nodular structure-independent). Lastly, we assumed that HBV moves between the nodular structures at rates ϕij (nodular structure-dependent), for i,j={1,2} and i≠j. The mathematical model becomes:
dT1dt=s1-dT1-βT1V1,dI1dt=βT1V1-δI1,dV1dt=pI1-cV1+ϕ21V2-ϕ12V1,dT2dt=s2-dT2-βT2V2,dI2dt=βT2V2-δI2,dV2dt=pI2-cV2-ϕ21V2+ϕ12V1,2
with initial conditions T1(0)=s1/d, T2(0)=s2/d, V1(0)=V0, I1(0)=I0, I2(0)=V2(0)=0. This means that the HBV infection starts in nodular structure 1.

We considered two special cases: (i) the one-directional two-patch model, which assumes that the HBV is seeded in nodular structure 1, moves into nodular structure 2, and never returns into nodular structure 1, i.e. ϕ12=ϕ and ϕ21=0; and (ii) the two-directional two-patch model, which assumes that the HBV is seeded in nodular structure 1, and moves at the same rates between the two patches, i.e. ϕ12=ϕ21=ϕ.

Results for the One-Directional Two-Patch Model

The one-directional two-patch model, which assumes that the HBV is seeded in nodular structure 1, moves into nodular structure 2, and never returns into nodular structure 1, is described by:
dT1dt=s1-dT1-βT1V1,dI1dt=βT1V1-δI1,dV1dt=pI1-cV1-ϕV1,dT2dt=s2-dT2-βT2V2,dI2dt=βT2V2-δI2,dV2dt=pI2-cV2+ϕV1,3

Asymptotic Analysis Results for the One-Directional Two-Patch Model Eq. 3

We investigated the long-term behavior of the one-directional two-patch model Eq. 3, where HBV is seeded in nodular structure 1, moves into nodular structure 2, and never returns into nodular structure 1. Model Eq. 3 has three non-negative equilibrium solutions. The infection-free equilibrium, representing viral clearance in both patches, is given by:
E0=(T10,I10,V10,T20,I20,V20)=s1d,0,0,s2d,0,0,
and is always biologically realistic. The one-patch chronic equilibrium, representing virus clearance in nodular structure 1 and persistence in nodular structure 2, is given by:
E1=(T11,I11,V11,T21,I21,V21)=s1d,0,0,cδβp,cdβp(R01D-1),dβ(R01D-1),
where:
R01D=βps2cdδ.4
Equilibrium E1 is biologically realistic if and only if R01D>1. Lastly, model Eq. 3 has two two-patch chronic equilibria,
E2=(T12,I12,V12,T22,I22,V22)=δ(c+ϕ)pβ,d(c+ϕ)pβ(Reff1D-1),dβ(Reff1D-1),cdδ(R01D+1)+ϕδd(Reff1D-1)-D2βdp,cdδ(R01D-1)-ϕδd(Reff1D-1)+D2βpδ,cdδ(R01D-1)+ϕδd(Reff1D-1)+D2βcδ,5
and
E3=(T13,I13,V13,T23,I23,V23)=δ(c+ϕ)pβ,d(c+ϕ)pβ(Reff1D-1),dβ(Reff1D-1),cdδ(R01D+1)+ϕδd(Reff1D-1)+D2βdp,cdδ(R01D-1)-ϕδd(Reff1D-1)-D2βpδ,cdδ(R01D-1)+ϕδd(Reff1D-1)-D2βcδ.6
where
Reff1D=βps1dδ(c+ϕ),7
and
D=d2δ2([c(R01D-1)+ϕ(Reff1D-1)]2+4cϕ(Reff1D-1)).
Equilibrium E2 is biologically realistic if and only if Reff1D>1. By contrast, E3 is not biologically realistic since I23 is always negative. Next, we studied the asymptotic stability of the equilibrium solutions E0, E1 and E2.

Proposition 1

The infection-free equilibrium E0 is locally asymptotically stable if
max{R01D,Reff1D}<1,
and is unstable otherwise.

Proof

We linearized Eq. 3 at the disease-free equilibrium E0,
ddtT1I1V1T2I2V2(E0)=-d0-βs1d0000-δβs1d0000p-c-ϕ000000-d0-βs2d0000-δβs2d00ϕ0p-cT1I1V1T2I2V2(E0).
The corresponding Jacobian matrix at the disease-free equilibrium E0,
J(E0)=-d0-βs1d0000-δβs1d0000p-c-ϕ000000-d0-βs2d0000-δβs2d00ϕ0p-c,
can be written as:
J(E0)=A010ΦA02,
where 0 is the 3×3 zero matrix,
A01=-d0-βs1d0-δβs1d0p-c-ϕ,A02=-d0-βs2d0-δβs2d0p-c,Φ=00000000ϕ.
The characteristic equation of model Eq. 3 at E0 is:
0=P0(λ)=det(J(E0)-λ16)=det(A01-λ13)det(A02-λ13)=(λ+d)2P01(λ)P02(λ).
where
P01(λ)=-δ-λβs1dp-c-ϕ-λ=λ2+(c+δ+ϕ)λ+δ(c+ϕ)(1-Reff1D),P02(λ)=-δ-λβs2dp-c-λ=λ2+(c+δ)λ+cδ(1-R01D),
and 1k is the k×k identity matrix. Two eigenvalues, λ1,2=-d are always negative. It is easy to see that the solutions of P01(λ) are negative or have negative real parts if Reff1D<1 and the solutions of P02(λ) are negative or have negative real parts if R01D<1. Thus, when
max{R01D,Reff1D}<1,
the infection-free equilibrium E0 is locally asymptotically stable. If, by contrast, either R01D>1 or Reff1D>1, the infection-free equilibrium E0 is unstable. This completes the proof. □

Proposition 2

The one-patch chronic equilibrium E1 exists when R01D>1, is locally asymptotically stable if
Reff1D<1<R01D,
and is unstable otherwise.

Proof

We linearize model Eq. 3 at equilibrium E1,
ddtT1I1V1T2I2V2(E1)=-d0-βs1d0000-δβs1d0000p-c-ϕ000000-βps2cδ0-cδp000-d+βps2cδ-δcδp00ϕ0p-cT1I1V1T2I2V2(E1).
The corresponding Jacobian matrix at equilibrium E1,
J(E1)=-d0-βs1d0000-δβs1d0000p-c-ϕ000000-βps2cδ0-cδp000-d+βps2cδ-δcδp00ϕ0p-c,
can be written as:
J(E1)=A110ΦA12,
where
A11=-d0-βs1d0-δβs1d0p-c-ϕ,A12=-βps2cδ0-cδp-d+βps2cδ-δcδp0p-c,
and 0, Φ are as before (see Proposition 1.). The characteristic equation of model Eq. 3 at E1 is:
0=P1(λ)=det(J(E1)-λ16)=det(A11-λ13)det(A12-λ13)=(λ+d)P11(λ)P12(λ),
where
P11(λ)=-δ-λβs1dp-c-ϕ-λ=λ2+(c+δ)λ+cδ(1-Reff1D),P12(λ)=-βps2cδ-λ0-cδp-d+βps2cδ-δ-λcδp0p-c-λ=λ3+c+δ+βps2cδλ2+βps2δ+βps2cλ+cdδ(R01D-1).
One eigenvalue λ=-d is always negative. It is easy to show that the eigenvalues of P11(λ) are negative or have negative real parts if Reff1D<1. For P12(λ), we apply the Routh-Hurwitz conditions which state that the solutions are negative or have negative real part if bi>0 for i={1,2,3} and b1b2>b3, where:
P12(λ)=λ3+b1λ2+b2λ+b3,
and
b1=c+δ+βps2cδ,b2=βps2δ+βps2c,b3=cdδ(R01D-1).
Observe that b1,b2>0 always, and b3>0 when R01D>1. Moreover,
b1b2-b3=c+δ+βps2cδβps2δ+βps2c-cdδ(R01D-1)c+βps2cδβps2δ+βps2c+δβps2c+cdδ>0.8
Therefore, when
Reff1D<1<R01D,
the one-patch chronic equilibrium E1 is locally asymptotically stable. Conversely, if Reff1D>1 or R01D<1, the one-patch chronic equilibrium E1 is unstable. This completes the proof. □

Proposition 3

The biologically realistic two-patch chronic equilibrium E2 exists and is locally asymptotically stable if
Reff1D>1.

Proof

We linearize model Eq. 3 at equilibrium E2,
ddtT1I1V1T2I2V2(E2)=-d-d(Reff1D-1)0-δ(c+ϕ)p000d(Reff1D-1)-δδ(c+ϕ)p0000p-c-ϕ000000-d(R01D+1)2-ϕδd(Reff1D-1)+D2cδ0-cdδ(R01D+1)+ϕδd(Reff1D-1)-D2dp000d(R01D-1)2+ϕδd(Reff1D-1)+D2cδ-δcdδ(R01D+1)+ϕδd(Reff1D-1)-D2dp00ϕ0p-c×T1I1V1T2I2V2(E2).
The corresponding Jacobian matrix at E2 is,
J(E2)=A110ΦA22.
where
A11=-d-d(Reff1D-1)0-δ(c+ϕ)pd(Reff1D-1)-δδ(c+ϕ)p0p-c-ϕ,A22=-d(R01D+1)2-ϕδd(Reff1D-1)+D2cδ0-cdδ(R01D+1)+ϕδd(Reff1D-1)-D2dpd(R01D-1)2+ϕδd(Reff1D-1)+D2cδ-δcdδ(R01D+1)+ϕδd(Reff1D-1)-D2dp0p-c,
and 0 and Φ are as before (see Proposition 1). The characteristic equation of model Eq. 3 at E2 is:
0=P2(λ)=det(J(E2)-λ16)=det(A11-λ13)det(A22-λ13)=P21(λ)P22(λ).
For both polynomials, we apply the Routh-Hurwitz condition. Let
P21(λ)=λ3+a1λ2+a2λ+a3,
where
a1=c+d+δ+ϕ+d(Reff1D-1),a2=d(c+δ+ϕ)+d(c+δ+ϕ)(Reff1D-1),a3=δd(c+ϕ)(Reff1D-1).
Polynomial P21(λ) has negative roots or roots with negative real parts when ai>0 for all i and a1a2>a3. Note that ai>0 when Reff1D>1. Moreover, it is easy to show that a1a2-a3>0 when Reff1D>1.
Similarly, let
P22(λ)=λ3+b1λ2+b2λ+b3,
where
b1=c+δ+d+β(V22)=c+δ+d(R01D+1)2+ϕδd(Reff1D-1)+D2cδ,b2=(T22)βp+(V22)βc+(V22)βδ+cd+cδ+dδ=c+δ2cδcdδ(R01D-1)+ϕδd(Reff1D-1)+D+dδ+cd+cδ+12dcdδ(R01D+1)+ϕδd(Reff1D-1)-D,b3=(T22)βdp+(V22)βcδ+cdδ=cdδ(R01D+1)+ϕδd(Reff1D-1),
and V22 and T22 are the target cell and virus equilibrium values for the nodular structure 2 as given by Eq. 5. Polynomial P22(λ) has negative roots or roots with negative real parts when bi>0 for all i and b1b2>b3. Note that when Reff1D>1, bi>0 for all i. Moreover,
b1b2-b3=β2(c+δ)V22+T2V2β2p+V2β(c+δ)(c+δ+2d)+T2βp(c+δ)+(c+δ)(c+d)(δ+d),
is positive when Reff1D>1. Then, by the Routh-Hurwitz condition, P22(λ) has negative roots or roots with negative real part when Reff1D>1. This guarantees the local stability analysis of the chronic equilibrium E2. Conversely, when Reff1D<1, equilibrum E2 does not exist. This concludes the proof. □

Structural Identifiability Results for Model Eq. 3

We investigated the structural identifiability of model Eq. 3 using the differential algebra approach and the DAISY platform (Bellu et al. 2007) (see the Materials and Methods section for further details) under two assumptions: (i) viral load is measured in both patches and the initial conditions of model Eq. 3 are either known or unknown; and (ii) susceptible liver cells are measured in both patches and the initial conditions of model Eq. 3 are either known or unknown.

Proposition 4

When measurements for the V1(t) and V2(t) variables are given, system Eq. 3 is unidentifiable under unknown initial conditions. In particular, parameters π1={β,c,d,δ,ϕ} are globally identifiable and parameters π2={s1,s2,p} are unidentifiable. If, additionally, initial conditions are known, then all parameters are globally structurally identifiable.

Proof

The input-output equation for model Eq. 3, given data for y1=V1(t) and y2=V2(t), is:
f(y1,y2,π1,π2)=d3y1dt3y1-d2y1dt2dy1dt+d2y1dt2y12β+d2y1dt2y1(c+d+δ+ϕ)-dy1dt2(c+δ+ϕ)+dy1dty12β(c+δ+ϕ)+dy1dty1d(c+δ+ϕ)+y13βδ(c+ϕ)+y12-βps1+cdδ+dδϕ=0,g(y1,y2,π1,π2)=d2y1dt2y2ϕ+dy1dtdy2dtϕ-dy1dty22βϕ-dy1dty2ϕ(d+δ)+d3y2dt3y2-d2y2dt2dy2dt+d2y2dt2y22β+d2y2dt2y2(c+d+δ)-dy2dt2(c+δ)+dy2dty1δϕ+dy2dty22β(c+δ)+dy2dty2d(c+δ)-y1y22βδϕ-y1y2dδϕ+y23βcδ+y22-βps2+cdδ=0.
Parameters {π1,π2} are globally structurally identifiable if:
f(y1,y2,π1,π2)=f(y1,y2,π^1,π^2)impliesπ1=π^1andπ2=π^2.
It is easy to see that:
{β=β^},{d=d^},{δ=δ^},{c=c^},{ϕ=ϕ^},{p×s1=p^×s^1},{p×s2=p^×s^2}.
Therefore {β,c,d,δ,ϕ} are globally structurally identifiable and {s1,s2,p} are unidentifiable. When initial conditions are known, we have:
dV1dt(0)=pI1(0)-cV1(0)-ϕV1(0)+ϕV2(0).
As long as I1(0)≠0, p (and by default s1 and s2) are globally structurally identifiable. Hence, model Eq. 3 is globally structurally identifiable for known initial conditions. A summary of the results is given in Table 1. □

Table 1 Identifiability analysis for model Eq. 3, performed using the DAISY software (Bellu et al. 2007). For the simulations with initial conditions, all initial conditions are known

Observe StatesInitial Conditions KnownInitial Conditions Unknown
Model with V1(t) and V2(t) dataGlobally structurally identifiable {β, c, d, δ, p, ϕ, s1, s2}Globally structurally identifiable {c, d,β,ϕ,δ}; Unidentifiable {s1, s2, p}; Correlations {s1×p=s^1×p^}, {s2×p=s^2×p^}
Model with T1(t) and T2(t) dataGlobally structurally identifiable {β, c, d, δ, p, ϕ, s1, s2}Globally structurally identifiable {c, d, δ, ϕ, s1, s2}; Unidentifiable {β, p}; Correlations {β×p=β^×p^}

Proposition 5

When measurements for the T1(t) and T2(t) variables are given, system Eq. 3 is unidentifiable when initial conditions are unknown. In particular, parameters π1={c,d,δ,ϕ,s1,s2} are globally structurally identifiable, and parameters π2={β,p} are unidentifiable. If, additionally, initial conditions are known, then all parameters are globally structurally identifiable.

Proof

The input-output equations for model Eq. 3, given data for y1=T1(t) and y2=T2(t), are:
f(y1,y2,π1,π2)=-d3y1dt3y12y22+3d2y1dt2dy1dty1y22-d2y1dt2y12y22(c+δ+ϕ)-d2y1dt2y1y22s1-2dy1dt3y22+dy1dt2y1y22(c+δ+ϕ)+2dy1dt2y22s1+dy1dty13y22βp-dy1dty12y22δ(c+ϕ)-dy1dty1y22s1(c+δ+ϕ)+d2y2dt2y13y2ϕ-dy2dt2y13ϕ+dy2dty13y2δϕ+dy2dty13ϕs2+y14y22βdp-y13y22βps1+cdδ-y13y2δϕs2+y12y22δs1(c+ϕ)=0,g(y1,y2,π1,π2)=d2y1dt2y1y23ϕ-dy1dt2y23ϕ+dy1dty1y23δϕ+dy1dty23ϕs1-d3y2dt3y12y22+3d2y2dt2dy2dty12y2-d2y2dt2y12y22(c+δ)-d2y2dt2y12y2s2-2dy2dt3y12+dy2dt2y12y2(c+δ)+2dy2dt2y12s2+dy2dty12y23βp-dy2dty12y22cδ-dy2dty12y2s2(c+δ)+y12y24βdp+y12y23-βps2-cdδ+dδϕ+y12y22cδs2-y1y23δϕs1=0.
Parameters {π1,π2} are globally structurally identifiable if:
f(y1,y2,π1,π2)=f(y1,y2,π^1,π^2)andg(y1,y2,π1,π2)=g(y1,y2,π^1,π^2)implyπ1=π^1andπ2=π^2.
It is easy to see that:
{s1=s^1},{s2=s^2},{δ=δ^},{d=d^},{c=c^},{ϕ=ϕ^},{β×p=β^×p^}.
Therefore {s1,s2,d,δ,c,ϕ} are globally structurally identifiable and {β,p} are unidentifiable. When initial conditions are known, we have:
dT1dt(0)=s1-dT1(0)-βT1(0)V1(0),
making β (and by default p) globally structurally identifiable. Hence, model Eq. 3 is globally structurally identifiable for known initial conditions. A summary of the results is given in Table 1. □

Numerical Results for Model Eq. 3

As seen above, under known initial conditions and unlimited noise-free measurements of both V1(t) and V2(t) (or T1(t) and T2(t)), all parameters of model Eq. 3 can be identified from data.

To parametrize the model, we assumed that the entire hepatocyte population s=d×(T1(0)+T2(0)) is susceptible to HBV infection and considered three cases for the susceptible cells ratio within the two patches s1:s2={10:90,50:50,90:10} (see Table 2). To create a baseline model of a chronic infection, we fitted model Eq. 3 to data from an immunosupressed mice (Zhang et al. 2023) (see Materials and Methods). This initial fit is not intended as an exhaustive representation of HBV infection, but as a starting point for model parametrization. To account for the lack of immunity, we set δ=d=0.01 /day (Ciupe, Ribeiro, Nelson, and Perelson 2007) and fixed c=4.4 /day, as in prior studies (Murray et al. 2005). We fitted the remaining parameters {β,p,ϕ} using the fminsearchbnd function in Matlab2021a (see Materials and Methods section for details). A summary of estimates for each case is given in Table 2 and the model dynamics are plotted in Fig. 2.

Fig. 2

Fig. 2 The effects of patch-susceptibility on virus dynamics within patches when viral movement is one-directional. Dynamics of (A)-(E) uninfected (solid line) and infected (dashed line) liver cells in patch 1 (red lines) and patch 2 (blue lines) and (B)-(F) total virus (black line), virus in patch 1 (red line), virus in patch 2 (blue line) versus mice data (circles) as given by model Eq. 3 in case 1: (A)-(B); case 2: (C)-(D), case 3: (E)-(F). Model parameters are given in Table 2

Model fitting resulted in similar infectivity rates among the three patch recruitment cases, i.e. β=3.3×10-9 ml/(virion × day), β=2.63×10-9 ml/(virion × day), and β=3.13×10-9 ml/(virion × day), for cases 1, 2 and 3, respectively. Viral production rate increased by 21% and 14% in cases 2 and 3 compared to case 1, i.e. p=1203 virion/(ml× day) and p=1137 virion/(ml× day), versus p=998 virion/(ml× day). The biggest difference is in the estimate of the movement rate ϕ, which was 41- and 50-times higher in cases 2 and 3, compared to case 1, ϕ=4.1 /day and ϕ=5 /day, versus ϕ=0.1 /day. To determine if the results can be generalized when we add noise to the data, we performed practical identifiability analysis using Monte Carlo approaches (see Materials and Methods for details). We found that all parameters are strongly practically identifiable for all cases with the exception of parameter ϕ, which is weakly practically identifiable for case 1 and case 2; and parameter p, which is weakly practically identifiable for case 1 (see Table 5 in Materials and Methods).

Table 5 MC approach for the one-directional two-patch model Eq. 3

case 1case 2case 3
AREβϕpβϕpβϕp
0%000000000
1%0.35021.83544.72000.054212.54920.57590.03130.65570.4824
5%0.456824.43166.39680.070012.75040.93580.12931.23742.0864
10%0.589936.87488.31120.139113.26412.05310.24812.20954.0030
20%0.731445.569310.69810.318813.10364.87780.42823.08766.9326
30%0.934057.227913.88840.601813.37198.83510.70883.415810.8375
Identifiable?YesWeaklyWeaklyYesWeaklyYesYesYesYes

In all three cases we are in the R01D>1 and Reff1D>1 regime (R01D=45.8, Reff1D=4.9 for case 1; R01D=24.4, Reff1D=12.6 for case 2; and R01D=5.5, Reff1D=23.1 for case 3), which means virus persists in both patches (see Proposition 5).

The baseline parameters obtained through data fitting provide a static representation of HBV infection, characteristic of chronic infection in an immunocompromised individual. We next generalize and perturb these baseline parameters to account for key biological features, such as immune competence and virus localization. Our goal is to determine the conditions under which the virus is cleared either locally or globally. To acomplish that, we created one-dimensional bifurcation diagrams. We used the formulas for V1 and V2 in the equilibrium solutions E0, E1, and E2 (see Section 3.1 for detail) and varied values of δ∈(0.01,0.6). All results are presented as V1 and V2 at equilibria versus R01D (which is inversely proportional to δ). We found that when the number of susceptible cells in patch 1 is low, s1:s2=10:90 (as in case 1), virus is cleared in patch 1 for a large parameter range 1<R01D<9 (Fig. 3A) and persists in patch 2 for all 1<R01D (Fig. 3B). For equal number of susceptible cells in the two patches, s1:s2=50:50 (as in case 2), virus is cleared in patch 1 for a smaller parameter range 1<R01D<1.7 (Fig. 3C) and persists in patch 2 for all 1<R01D (Fig. 3D). Lastly, when the number of susceptible cells in patch 1 is high, s1:s2=90:10 (as in case 3), virus persists in both patches (Fig. 3E and F). As shown analytically, virus is cleared from both patches when R01D<1 and Reff1D<1 (Fig. 3, green solid lines). Interestingly, the long-term results for case 1 and case 2 have R01D<Reff1D (Fig. 3A - D) and long-term results for cases 3 have R01D>Reff1D (Fig. 3E - F). To unify our results, we created two-dimensional bifurcation diagrams (using the formulas for the equilibrium values for V1 and V2 of the equilibrium solutions E0, E1, and E2, as before) and varied values of s1∈(0,500) and s2∈(0,500). We computed V1, V2 and V=V1+V2 at equilibria versus R01D and Reff1D values. As shown analytically, we find that the clearance of virus in patch 1 occurs when Reff1D<1, regardless of R01D value (Fig. 4B), while clearance in patch 2 (and overall) requires both Reff1D<1 and R01D<1 (Fig. 4C and A).

Results for the Two-Directional Two-Patch Model

The two-directional two-patch model, which assumes that the HBV is seeded in nodular structure 1, and moves at the same rates between the two patches can be described by:
dT1dt=s1-dT1-βT1V1,dI1dt=βT1V1-δI1,dV1dt=pI1-cV1-ϕV1+ϕV2,dT2dt=s2-dT2-βT2V2,dI2dt=βT2V2-δI2,dV2dt=pI2-cV2+ϕV1-ϕV2.9

Asymptotic Analysis Results for the Two-Directional Two-Patch Model Eq. 9

We next investigated the long-term behavior of model Eq. 9, where HBV is seeded in nodular structure 1 and moves at the same rate ϕ between the two patches. Model Eq. 9 has at most four equilibria. The infection-free equilibrium:
E4=(T14,I14,V14,T24,I24,V24)=(s1d,0,0,s2d,0,0),
represents complete viral clearance in both patches, as before. The other three potential equilibria are of the form:
Ej=(T1j,I1j,V1j,T2j,I2j,V2j),
j∈{5,6,7}, where
I1j=ϕT1j(-T1jβ2p2s2+T1jβcdδp+T1jβdδpϕ+βcδps2+βδpϕs2-c2dδ2-2cdδ2ϕ)δ(βpT1j-cδ-δϕ)(T1jβcp+θjβpϕ-c2δ-2cδϕ),V1j=ϕ(-T1jβ2p2s2+T1jβcdδp+T1jβdδpϕ+βcδps2+βδpϕs2-c2dδ2-2cdδ2ϕ)β(T1jβcp+T1jβpϕ-c2δ-2cδϕ)(βpT1j-cδ-δϕ),T2j=δ(T1jβcp+T1jβpϕ-c2δ-2cδϕ)βp(βpT1j-cδ-δϕ),I2j=T1jβ2p2s2-T1jβcdδp-T1jβdδpϕ-βcδps2-βδpϕs2+c2dδ2+2cdδ2ϕδβp(βpT1j-cδ-δϕ),V2j=T1jβ2p2s2-T1jβcdδp-T1jβdδpϕ-βcδps2-βδpϕs2+c2dδ2+2cdδ2ϕδβ(T1jβcp+T1jβpϕ-c2δ-2cδϕ).
Here T1j is the root of
γ0T1j3+γ1T1j2+γ2T1j+γ3=0,10
where
γ0=βdp2(βc+ϕ),γ1=-β2cp2s1-β2p2ϕs1-β2p2ϕs2-2βc2dδp-3βcdδpϕ,γ2=2βc2δps1+4βcδpϕs1+βcδpϕs2+βδpϕ2s1+βδpϕ2s2+c3dδ2+2c2dδ2ϕ,γ3=-cδ2s1(c2+3cϕ+2ϕ2).
Since γ0>0, γ1<0, γ2>0 and γ3<0, by Descartes’ rule of signs, we can have one or three T1j positive roots. Additionally, for the chronic equilibrium Ej to exist, we need to guarantee positivity of the other variables in equilibrium Ej. This occurs when:
T1j<min{δ(c+ϕ)βp,cδ(c+2ϕ)βp(c+ϕ),δβpβps2(c+ϕ)-cdδ(c+2ϕ)βps2-dδ(c+ϕ)}.11

Proposition 6

The infection-free equilibrium E4 is locally asymptotically stable if
R02D=βps2dδps1β+dδ(c+ϕ)ps1β(c+ϕ)+dcδ(c+2ϕ)<1,
and unstable otherwise.

Proof

We linearize Eq. 9 at the infection-free equilibrium E4:
ddtT1I1V1T2I2V2(E4)=-d0-βs1d0000-δβs1d0000p-c-ϕ00ϕ000-d0-βs2d0000-δβs2d00ϕ0p-c-ϕT1I1V1T2I2V2(E4),
The corresponding Jacobian matrix at E4 is:
J(E4)=-d0-βs1d0000-δβs1d0000p-c-ϕ00ϕ000-d0-βs2d0000-δβs2d00ϕ0p-c-ϕ,
and the characteristic equation for model Eq. 9 at E4 is:
0=P4(E4)=det(J(E4)-λ16)=(λ+d)2-δ-λ-βs1d00p-c-ϕ-λ0ϕ00-δ-λβs2d0ϕp-c-ϕ-λ.
Two eigenvalues, λ1,2=-d are always negative. The remaining polynomial is:
P41(λ)=λ4+a1λ3+a2λ2+a3λ+a4,
where
a1=2c+2δ+2ϕ,a2=(c+δ)2+2ϕ(c+2δ)+c2δc+ϕ+β2p2s1s2d2δ(c+ϕ)+βps1(c+ϕ)+dcδ(c+2ϕ)d(c+ϕ)(1-R02D),a3=2(c+δ)(c+ϕ)δ+2cϕδ+(c+ϕ+δ)β2p2s1s2d2δ(c+ϕ)+βps1(c+ϕ)+dcδ(c+2ϕ)d(c+ϕ)(c+ϕ+δ)(1-R02D),a4=βps1δ(c+ϕ)+dcδ2(c+2ϕ)d(1-R02D).
By the Routh-Hurwitz criteria, polynomial P41(λ) has negative roots or roots with negative real parts when ai>0 and a1a2a3>a32+a12a4. If R02D<1, then all ai>0. Moreover, using Maple, we can show that a1a2a3>a32+a12a4 when R02D<1 (see Appendix A). Thus, by the Routh-Hurwitz criteria, if R02D<1, the infection-free equilibrium E4 is locally asymptotically stable. In contrast, if R02D>1, the infection-free equilibrium E4 is unstable. This concludes the proof. □

Lastly, since explicit forms of chronic equilibria Ej (j=5,6,7) are hard to determine, we examined their existence and asymptotic stability numerically.

Structural Identifiability Results for Model Eq. 9

As with the one-directional two-patch model, we investigated the structural identifiability of model Eq. 9 under two assumptions: (i) viral load is measured in both patches and the initial conditions of the model Eq. 9 are either known or unknown; (ii) susceptible liver cells are measured in both patches and the initial conditions of the model Eq. 9 are either known or unknown.

Proposition 7

Given measurements for the V1(t) and V2(t) variables, system Eq. 9 is unidentifiable when initial conditions are unknown. In particular, parameters π1={β,c,d,δ,} are globally structurally identifiable, and parameters π2={s1,s2,p} are unidentifiable. If, additionally, initial conditions are known, then all parameters are globally structurally identifiable.

Proof

The input-output equations for model Eq. 9, given data for y1=V1(t) and y2=V2(t), are:
f(y1,y2,π1,π2)=d3y1dt3y1-d2y1dt2dy1dt+d2y1dt2y12β+d2y1dt2y1(c+d+δ+ϕ)-dy1dt2(c+δ+ϕ)+dy1dtdy2dtϕ+dy1dty12β(c+δ+ϕ)+dy1dty1d(c+δ+ϕ)+dy1dty2δϕ-d2y2dt2y1ϕ-dy2dty12βϕ-dy2dty1ϕ(d+δ)+y13βδ(c+ϕ)-y12y2βδϕ+y12-βps1+cdδ+dδϕ-y1y2dδϕ=0,g(y1,y2,π1,π2)=-d2y1dt2y2ϕ+dy1dtdy2dtϕ-dy1dty22βϕ-dy1dty2ϕ(d+δ)+d3y2dt3y2-d2y2dt2dy2dt+d2y2dt2y22β+d2y2dt2y2(c+d+δ+ϕ)-dy2dt2(c+δ+ϕ)+dy2dty1δϕ+dy2dty22β(c+δ+ϕ)+dy2dty2d(c+δ+ϕ)-y1y22βδϕ-y1y2dδϕ+y23βδ(c+ϕ)+y22-βps2+cdδ+dδϕ=0.
Parameters {π1,π2} are globally structurally identifiable if:
f(y1,y2,π1,π2)=f(y1,y2,π^1,π^2)andg(y1,y2,π1,π2)=g(y1,y2,π^1,π^2)implyπ1=π^1andπ2=π^2.
It is easy to see that:
{β=β^},{d=d^},{δ=δ^},{c=c^},{ϕ=ϕ^},{p×s1=p^×s^1},{p×s2=p^×s^2}.
Therefore {β,c,d,δ,ϕ} are globally structurally identifiable and {s1,s2,p} are unidentifiable. When initial conditions are known, we have
dV1dt(0)=pI1(0)-cV1(0)-ϕV1(0)+ϕV2(0).
As long as I1(0)≠0, p (and by default s1 and s2) are globally structurally identifiable. Hence, model Eq. 9 is globally structurally identifiable for known initial conditions. A summary of the results is given in Table 3. □

Table 3 Identifiability analysis for model Eq. 9, performed using the DAISY software (Bellu et al. 2007). For the simulations with initial conditions, all initial conditions are known

Observe StatesInitial Conditions KnownInitial Conditions Unknown
Model with V1(t) and V2(t) dataGlobally structurally identifiable {β, c, d, δ, ϕ, p, s1, s2}Globally structurally identifiable {β, c, d, δ, ϕ}; Unidentifiable {s1, s2, p}; Correlations {s1×p=s^1×p^}, {s2×p=s^2×p^}
Model with T1(t) and T2(t) dataGlobally structurally identifiable {β,c,d,δ,ϕ,p,s1,s2}Globally structurally identifiable {c,d,δ,ϕ,s1,s2}; Unidentifiable {β,p}; Correlations {β×p=β¯×p¯}

Proposition 8

Given measurements for the T1(t) and T2(t) variables, system Eq. 9 is unidentifiable when initial conditions are unknown. In particular, parameters π1={c,d,δ,ϕ,s1,s2} are globally structurally identifiable, and parameters π2={β,p} are unidentifiable. If, additionally, initial conditions are known, then all parameters are globally structurally identifiable.

Proof

The input-output equations for model Eq. 9, given data for y1=T1(t) and y2=T2(t), are:
f(y1,y2,π1,π2)=-d3y1dt3y12y22+3d2y1dt2dy1dty1y22-d2y1dt2y12y22(c+δ+ϕ)-d2y1dt2y1y22s1-2dy1dt3y22+dy1dt2y1y22(c+δ+ϕ)+2dy1dt2y22s1+dy1dty13y22βp-dy1dty12y22δ(c+ϕ)-dy1dty1y22s1(c+δ+ϕ)+d2y2dt2y13y2ϕ-dy2dt2y13ϕ+dy2dty13y2δϕ+dy2dty13ϕs2+y14y22βdp-y13y22βps1+cdδ-y13y2δϕs2+y12y22δs1(c+ϕ)=0,g(y1,y2,π1,π2)=d2y1dt2y1y23ϕ-dy1dt2y23ϕ+dy1dty1y23δϕ+dy1dty23ϕs1-d3y2dt3y12y22+3d2y2dt2dy2dty12y2-d2y2dt2y12y22(c+δ+ϕ)-d2y2dt2y12y2s2-2dy2dt3y12+dy2dt2y12y2(c+δ+ϕ)+2dy2dt2y12s2+dy2dty12y23βp-dy2dty12y22δ(c+ϕ)-dy2dty12y2s2(c+δ+ϕ)+y12y24βdp-y12y23(βps2+cdδ)+y12y22δs2(c+ϕ)-y1y23δϕs1=0.
Parameters {π1,π2} are globally structurally identifiable if:
f(y1,y2,π1,π2)=f(y1,y2,π^1,π^2)andg(y1,y2,π1,π2)=g(y1,y2,π^1,π^2)implyπ1=π^1andπ2=π^2.
It is easy to see that:
{s1=s^1},{s2=s^2},{δ=δ^},{d=d^},{c=c^},{ϕ=ϕ^},{β×p=β^×p^}.
Therefore {s1,s2,d,δ,c,ϕ} are globally structurally identifiable and {β,p} are unidentifiable. When initial conditions are known, we have:
dT1dt(0)=s1-dT1(0)-βT1(0)V1(0),
making β (and by default p) globally structurally identifiable. Hence, model Eq. 9 is globally structurally identifiable for known initial conditions. A summary of the results is given in Table 3. □

Numerical Results for Model Eq. 9

As seen above, under known initial conditions and unlimited noise-free measurements of both V1(t) and V2(t) (or T1(t) and T2(t)), all parameters of model Eq. 9 can be identified from data.

As before, we assumed that the entire hepatocyte population s=d×(T1(0)+T2(0)) is susceptible to HBV infection and considered three cases for the susceptible cells ratio within the two patches s1:s2={10:90,50:50,90:10} (see Table 4). As before, we set δ=d=0.01 /day (Ciupe, Ribeiro, Nelson, and Perelson 2007), fixed c=4.4 /day and fitted parameters {β,p,ϕ} using the fminsearchbnd function in Matlab2021a (see Materials and Methods section for details). A summary of estimates for each case is given in Table 4 and the model dynamics are plotted in Fig. 5.

Fig. 5

Fig. 5 The effects of patch-susceptibility on virus dynamics within patches when viral movement is two-directional. Dynamics of (A)-(E) uninfected (solid line) and infected (dashed line) liver cells in patch 1 (red lines) and patch 2 (blue lines) and (B)-(F) total virus (black line), virus in patch 1 (red line), virus in patch 2 (blue line) versus mice data (circles) as given by model Eq. 9 in case 1: (A)-(B); case 2: (C)-(D), case 3: (E)-(F). Model parameters are given in Table 4

As with the one-directional two-patch model, we obtain similar infectivity rates among the three patch recruitment cases, i.e. β=2.93×10-9 ml/(virion × day), β=2.96×10-9 ml/(virion × day), and β=2.94×10-9 ml/(virion × day), for cases 1, 2 and 3, respectively. Moreover, viral production rates are similar among the three patch recruitment cases, i.e. p=1053 virion/(ml× day), p=1055 virion/(ml× day), and p=1049 virion/(ml× day), respectively. The estimate of the movement rate is 50-times higher in case 1 and case 3, compared to case 2, i.e. ϕ=5 /day versus ϕ=0.1 /day. To determine if the results can be generalized when we add noise to the data, we performed practical identifiability analysis using Monte Carlo approaches (see Materials and Methods for details). We found that all parameters are strongly practically identifiable for all cases, with the exception of ϕ, which is weakly practically identifiable in all cases (see Table 6).

Table 6 MC approach for the two-directional two-patch model Eq. 9.

case 1case 2case 3
AREβϕpβϕpβϕp
0%000000000
1%0.02071.84870.33720.024210.34160.39670.03662.50450.5624
5%0.22713.84603.24880.118376.32631.90110.33421.44234.6259
10%0.42262.30975.92900.277564.43784.20710.49651.54736.8888
20%0.69251.42949.75730.609651.16358.83550.72051.692810.0169
30%0.82351.459711.95800.816036.366711.73930.87391.540312.5380
Identifiable?YesWeaklyYesYesWeaklyYesYesWeaklyYes

In all three cases we are in the R02D>1 regime (R02D=22, for case 1; R02D=23.6, for case 2; and R02D=2.3, for case 3). While we know from the analytical results that this corresponds to instability of the clearance equilibrium E4, we do not know if it guarantees the stability of the both-patches viral persistence equilibrium E5 (note that equilibrium solutions for single-patch viral persistence do not exist for this model). We investigated these long-term results numerically by deriving one- and two-dimensional bifurcation diagrams.

As with the one-directional two-patch model, we perturb the baseline parameters obtained through data fitting to uncover general biological features, such as immune competence and virus localization. To address this, we created one-dimensional bifurcation diagrams as follows. We numerically solved system Eq. 9 for parameters in case 2 (Table 4) and δ∈(0.01,0.6) using the ode15 function in Matlab2021a. We ran the model for tend=3000 days and plotted V1(tend) and V2(tend) versus R02D. We found that both V1 and V2 are cleared when R02D<1 and persist when R02D>1 (Fig. 6A and B). We also created two-dimensional bifurcation diagrams (using the numerical values of V1(tend) and V2(tend), as before), for varied values of δ∈(0.01,0.6), and ϕ∈(0,10). We found little variability in the long-term dynamics of V1 and V2, with both viruses being cleared for high infected cells killing rate δ and persisting for low infected cells killing rate δ, regardless of the movement parameter ϕ (Fig. 7). This implies that, when virus moved between patches, immune mediated removal of infected cells is mandatory for viral clearance.
Fig. 6

Fig. 6 One-dimensional bifurcation diagram for model Eq. 9: log10V1 and log10V2 at equilibrium versus R02D. The other parameters are given in Table 2 for case 2

Table 4 Parameter values for model Eq. 9

Fixed Parameters all casesDescriptionValueReference
cVirus clearance rate4.4 /day Murray et al. (2005)
dUninfected hepatocyte death rate0.01 /day M.-J. Wang et al. (2017)
δInfected hepatocyte death rate0.01 /day
Fixed Parameters case 1DescriptionValueReference
s1Hepatocyte production patch 16.8×102 cells/(ml× day)calculated
s2Hepatocyte production patch 26.12 ×103 cells/(ml× day)calculated
Estimated Parameters case 1DescriptionValueRSS
βInfectivity rate2.93×10-9 ml/(virion× day)0.81
pVirus production rate1053 virion/(ml× day)-
ϕMovement rate5 /day-
Fixed Parameters case 2DescriptionValueReference
s1Hepatocyte production patch 13.4×103 cells/(ml× day)calculated
s2Hepatocyte production patch 23.4×103 cells/(ml× day)calculated
Estimated Parameters case 2DescriptionValueRSS
βInfectivity rate2.96×10-9 ml/(virion× day)0.76
pVirus production rate1055 virion/(ml× day)-
ϕMovement rate0.1 /day-
Fixed Parameters case 3DescriptionValueReference
s1Hepatocyte production patch 16.12×103 cells/(ml× day)calculated
s2Hepatocyte production patch 26.8×102 cells/(ml× day)calculated
Estimated Parameters case 3DescriptionValueRSS
βInfectivity rate2.94×10-9 ml/(virion× day)0.81
pVirus production rate1049 virion/(ml× day)-
ϕMovement rate5 /day-
Initial conditionsDescriptionValueReference
T1(0)Uninfected hepatocytes patch 13.4×105 cells/ml Ciupe et al. (2024)
T2(0)Uninfected hepatocytes patch 23.4×105 cells/ml Ciupe et al. (2024)
I1(0)Infected hepatocytes patch 11 cell/ml-
I2(0)Infected hepatocytes patch 20 cell/ml-
V1(0)Inoculum patch 1104 HBV DNA/ml Zhang et al. (2023)
V2(0)Inoculum patch 30 HBV DNA/ml-

Discussion and Conclusion

In this study, we developed two within-host mathematical models of HBV infection that take into account the abnormal nodular structure of the liver following prolonged hepatitis B infection and disease (Yuan et al. 2019; Bataller et al. 2005; Roehlen et al. 2020). For simplicity, we only modeled a two-patch liver structure and assumed that: (1) each patch has a different numbers of cells susceptible to HBV infection, (2) HBV is seeded in a single-patch, (3) all other virus-host interactions are patch-agnostic. The first model, given by Eq. 3, assumes one-directional hepatitis B virus movement between patches. The second model, given by Eq. 9, assumes two-directional hepatitis B virus movement between patches. We used the models to determine differences in overall hepatitis B virus infection under viral localization (as given by the one-directional model Eq. 3) and free viral movement between patches (as given by the two-directional model Eq. 9).

We analyzed both models using asymptotic stability techniques and found that when HBV movement is one-directional, as given by model Eq. 3, equilibrium dynamics include viral clearance from both patches, viral clearance from the HBV seeding patch alone, and virus persistence in both patches. When HBV movement is two-directional, as given by model Eq. 9, however, equilibrium dynamics only include viral clearance from both patches, and virus persistence in both patches. In other words, single-patch persistence and viral containment within parts of the liver only happen when HBV movement between patches is irreversible. This can be a result of collagen production, excessive accumulation of extracellular matrix, and liver dysfunction (Bataller et al. 2005).

Before validating the models with data, we studied their structural identifiability, and found that we can identify all parameters (under unlimited data) only when viral inoculum and initial susceptible hepatocyte populations are known. This is the case regardless of the type of data used (liver cell or virus data). When these initial details are unknown, several parameters are unidentifiable. A common unidentifiable parameter between the two models Eqs. 3 and 9 is the viral production rate p, which, when known (or fixed), ensures identifiability of the remaining parameters. Since p is hard to estimate experimentally, we assumed known the initial condition of both models, and estimated p from the data.

We fitted the models to HBV DNA data from one immunocompromised, humanized mice (Zhang et al. 2023) and estimated three key parameter values for each model: the infectivity rate β, the viral production rate p, and the HBV movement rate between patches ϕ. Since empirical data (from an immunocompromised animal) showed viral persistence following the initial expansion, we ignored the effect of immune-mediated killing rate of infected cells δ (which was set to uninfected cell death rate) and relaxed this assumption later on. We considered differences in susceptibility to HBV infection between patches, by varying the target cell recruitment ratio, s1:s2 between 10:90, 50:50 and 90:10, while keeping the overall liver cell numbers fixed (a reasonable assumption in an immunocompromised mice (Wieland and Chisari 2005)).

We found that the estimates for the infectivity rate β and for the viral production rate p are not affected (in a significant manner) by the target cell recruitment ratio s1:s2 or by the ability of HBV to move back-and-forth between patches (ϕ21=0 or ϕ21=ϕ12=ϕ). The movement rate ϕ, however, is significantly impacted by the target cell recruitment ratio s1:s2 and by the model. In particular, for the one-directional two-patch movement model Eq. 3, HBV chooses movement towards the non-founding patch at significantly higher rates (up to 50-times higher) when the initial patch has more susceptible cells. This outcome may be due to larger numbers of HBV being created in the original patch in the 50:50 and 90:10 cases, resulting in larger virus movement. By contrast, for the two-directional two-patch movement model Eq. 9, HBV chooses higher movement rates (up to 50-times higher) when the patches have unbalanced numbers of susceptible cells (10:90 and 90:10, respectively) and limited movement for the balanced patches (50:50). This outcome may be due to each patch having a sufficient number of target cells available for HBV infection, limiting viral diffusion.

For the one-directional model Eq. 3, the equilibrium virus levels in patch 2 exceed equilibrium virus levels in patch 1, regardless of the target cell susceptibility ratio (Fig. 2). By contrast, for the two-directional model Eq. 9, equilibrium virus levels in patch 2 exceed those in patch 1 for the 10 : 90 target cell susceptibility, but are equal to and lower than those in patch 1 for the 50 : 50 and 90 : 10 target cell susceptibility ratio (Fig. 5). Therefore, the quantitative outcomes are influenced by the ability of the virus to move one- or two-directionally between patches. Our results are not influenced by practical identifiability issues, with both models being (at least weakly) practically identifiable.

The baseline parameters obtained through data fitting in both models Eq. 3 and Eq. 9 offer a static view of HBV infection, characteristic of chronicity in an immunocompromised individual. To determine how the results change in an immune competent host, we derived one- and two-dimensional bifurcation diagrams by using δ (the killing rate of infected cells) as bifurcation parameter. We varied δ from 0.01 /day (corresponding to infected cells lifespan of 100 days) to 0.6 /day (corresponding to infected cells lifespan of 1.7 days).

For model Eq. 3 we found, as expected, that increasing δ results in R01D decrease. When R01D decreases below 1, we observe viral clearance from both patches (Fig. 3, solid green lines). Interestingly, viral clearance from both patches requires that δ>0.45 /day (lifespan of infected cells of 2.2 days or lower) when s1:s2=10:90, δ>0.24 /day (lifespan of infected cells of 4 days or lower) when s1:s2=50:50, and δ>0.055 /day (lifespan of infected cells of 18 days or lower) when s1:s2=90:10. This suggests that higher immune responses are necessary for viral clearance when the majority of susceptible cells are in patch 2. By contrast, persistence in a single-patch outcomes (e. g. viral clearance in patch 1, and persistence in patch 2) occur for δ∈(0.05,0.45) when s1:s2=10:90, δ∈(0.12,0.24) when s1:s2=50:50, and not at all (in the ranges considered) when s1:s2=90:10 (Fig. 3, solid red lines and Fig. 4). This suggests a limited range of immune responses lead to virus containment inside a single-patch when the majority of susceptible cells are in patch 1.

Fig. 3

Fig. 3 One-dimensional bifurcation diagrams for model Eq. 3: V1 and V2 at equilibrium versus R01D. The other parameters are given in Table 2 for A - B case 1, C - D case 2 and E - F case 3

Fig. 4

Fig. 4 Two-dimensional bifurcation diagrams for model Eq. 3: A. log10(V1+V2) at equilibrium; B. log10V1 at equilibrium; C. log10V2 at equilibrium versus Reff1D and R01D. The other parameters are given in Table 2, case 2

For model Eq. 9 we found that viral clearance from both patches requires that δ>0.27 /day (lifespan of infected cells of 3.7 days or lower) when s1:s2=10:90; δ>0.234 /day (lifespan of infected cells of 4.27 days or lower) when s1:s2=50:50; and δ>0.023 /day (lifespan of infected cells of 43 days or lower) when s1:s2=90:10. This suggests that higher immune responses are necessary for viral clearance when the susceptible cells in patch 1 equal or exceed the susceptible cells in patch 2 (Fig. 7).

Fig. 7

Fig. 7 Two-dimensional bifurcation diagram for model Eq. 9: A. log10(V1+V2) at equilibrium; B. log10V1 at equilibrium; C. log10V2 at equilibrium versus δ and ϕ. The other parameters are as in Table 4, case 2

Our study has several limitations. First, the models ignore liver proliferation following liver stress and death (Summers et al. 2003). We accounted for liver proliferation by choosing different numbers of susceptible cells in each patch. Additional data is needed to allow for increase in model complexity through the addition of a proliferation term. Second, we ignored cure of infected cells by non-cytolytic processes (Guidotti et al. 1999; Wieland et al. 2004), and intracellular viral effects (Ciupe and Conway 2024) and assumed that the most important host feature is the immune-mediated killing of infected cells, δ. It is known that HBV-induced liver disease is immune-mediated (Ciupe, Ribeiro, Nelson, Dusheiko, and Perelson 2007; Ciupe et al. 2014; Ciupe and Conway 2024), so more detailed models that account for immune populations and immune functions will be part of future work. Third, we used an oversimplified model for the abnormal nodular liver structure following disease, that is composed of just two patches. While this allowed for analytical tractability of our results, a multi-patch model may result in richer dynamics and even patterns of infection. Forth, we assumed either single directional movement or equal movement between patches. A bifurcation diagram of model Eq. 2 (Appendix B, Fig. 9) shows that, for 0<Φ12<Φ and 0<Φ21<Φ, we observe symmetry between virus levels in the two patches. At the Φ12=0 or Φ21=0 extreme, we recover the one-directional movement model Eq. 3; and at the Φ12=Φ21=Φ extreme, we recover the two-directional movement model Eq. 9. Further work is needed to uncover dynamics in the intermediate movement ranges. Lastly, to identify parameters, we had to assume that the initial conditions are known and I1(0)≠0. While most within-host models assume that I1(0)=0, we bypassed the initial infection and started with one infected cell I1(0)=1, making parameter estimates dependent (in a non-significant way - results not shown) on this assumption.

Fig. 9

Fig. 9 Two-dimensional bifurcation diagrams for model Eq. 2: log10(V1+V2) at equilibrium versus Φ12 and Φ21. The other parameters are given in Table 2, case 2

In conclusion, we developed mathematical models that considered the formation of liver nodular structures following hepatitis B viral infection and disease and used them to investigate virus dynamics within-patches and systemically. We predicted different outcomes when viral movement between patches is either irreversible or reversible. Moreover, we found that cell susceptibility to infection within nodular structures, the movement rate between patches, and the immune-mediated infected cell killing have the most influence on the results.

Materials and Methods

Structural Identifiability Analysis

Global structural identifiability analysis determines whether a model’s parameters can be uniquely revealed given unlimited noise-free data (for reviews, see (Tuncer and Le 2018; Liyanage et al. 2024; Tuncer et al. 2025; Liyanage et al. 2025)).

Consider a general compartment model:
x˙(t)=f(x(t),q),x(0)=x0,y(t)=g(x(t),p).12
Here,
x(t)={T1(t),I1(t),V1(t),T2(t),I2(t),V2(t)}∈R6,
are the state variables at time t, that solve the ordinary differential equations governed by the rules:
f(x(t),q)∈R6,
for models Eqs. 3 and 9. The parameter vector is:
q={s1,s2,β,d,δ,c,p,ϕ}∈R8,
and the initial condition vector is:
x0∈R6.
We assumed that the empirical observation represented by y(t)∈R4 can be explained by models Eqs. 3 and 9 through function:
g(x(t),p)∈R6.

Definition 1

System Eq. 12 is said to be globally structurally identifiable for parameter vector q if, for every other parameter vector q^,
y(t,q)=y(t,q^)impliesq=q^;
it is locally structurally identifiable for parameter vector q if, for every other parameter vector q^,
y(t,q)=y(t,q^),andq^∈B(q)impliesq=q^,whereB(q)is a ball centered atq;
and it is unidentifiable when at least one of its parameters fails the local identifiability test.

The methodology for determining the structural identifiability of systems of ordinary differential equations can range from the Taylor series approach (Pohjanpalo 1978), the differential algebra approach (Bellu et al. 2007; Ljung and Glad 1994), the generating series approach (Walter and Pronzato 1997), the implicit functions approach (Xia and Moog 2003), and several others. Additionally, there are several tools (platforms) that can assist in establishing whether a system of ordinary differential equations is identifiable, such as the COMBOS (Meshkat et al. 2014), the Differential Algebra for Identifiability of SYstems (DAISY, Bellu et al. (2007)), the Exact Arithmetic Rank (EAR, Anguelova et al. (2012)), the GenSSI2 (Ligon et al. 2018), the Structural Identifiability Analyser (SIAN, Hong et al. (2019)), the STRIKE-GOLDD (Villaverde et al. 2016), and the StructuralIdentifiability.jl (Dong et al. 2023). In this study, we used the differential algebra approach and the DAISY platform (Bellu et al. 2007) to determine the structural identifiability of systems Eqs. 3 and 9. The goal of the structural identifiability is to determine which parameters we can confidently estimated from unlimited observations.

Data Fitting

We used previously published longitudinal serum HBV DNA titers from one chimeric mouse with humanized liver (Zhang et al. 2023). Briefly, a urokinase-type plasminogen activator and severe combined immunodeficient (uPA/SCID) mouse was transplanted human hepatocytes (Tateno et al. 2015). Approximately 120–150 days after transplantation (when the growth and proliferation of liver cells is complete), the mouse was infected with hepatitis B virus. Serum HBV DNA was collected during the expansion, peak and persistent stage of HBV infection at days tdata={14, 22, 33, 54, 82, 99, 120, 141, 162, 183, 197, 212} post inoculation. HBV DNA dynamics reached steady levels, similar to an acute HBV infection that becomes persistent in humans (Zhang et al. 2023).

Data fitting procedure for the two-patch models Eqs. 3 and 9

Known parameters. We assumed that hepatocytes have a life-span of 100 days (M.-J. Wang et al. 2017), resulting in an uninfected hepatocyte death rate of d=0.01 /day. Moreover, we assumed that 6.8×105 hepatocytes/ml are susceptible to HBV infection (Ciupe et al. 2024), resulting in T(0)=T1(0)+T2(0)=6.8×105 cells/ml and a total recruitment rate s=d×T(0)=6.8×103 cells/(ml× day). HBV is cleared at rate c=4.4 /day (Murray et al. 2005). Since we fit the model to data from immunosupressed mice, we assumed δ=d=0.01 /day.

We assumed that the HBV inoculum is seeded in patch 1, and set patch 1-specific initial virus and infected cells to V1(0)=104 HBV DNA/ml and I1(0)=I0=1 cells/ml (Zhang et al. 2023). Moreover, we assumed that there is no virus in patch 2 at the beginning of infection. Therefore, I2(0)=0 cells/ml and V2(0)=0 HBV DNA/ml. We split the number of uninfected hepatocytes between the two patches. T1(0)=T2(0)=3.4×105 hepatocytes/ml, and assumed three cases for hepatocyte recruitment: (case 1) s1=0.1×s=6.8×102 cells/(ml× day), s2=0.9×s=6.12×103 cells/(ml× day); (case 2) s1=s2=0.5×s=3.4×103 cells/(ml× day); and (case 3) s1=0.9×s=6.12×103 cells/(ml× day), s2=0.1×s=6.8×102 cells/(ml× day).

Data fitting algorithm. The remaining parameters π={β,p,ϕ} are assumed unknown and are estimated by minimizing the functional:
J(π)=∑tdatalog10V1(tdata,π)+V2(tdata,π)-log10Vdata(tdata)21/2,
over the parameter space π using the built-in function fminsearchbnd in MATLAB R2021a. Parameter bounds are 10-10≤β≤10-7 ml/(virion×day), 0.1≤ϕ≤5 /day, and 0≤p≤1500 virus/(ml×day) for (case 1 - case 3). The initial guesses are β=5×10-9 ml/(virion×day), ϕ=0.5/day and p=100 virus/(ml×day). The resulting values for model Eq. 3 are given in Table 2 and the dynamics of model Eq. 3 over time are given in Fig. 2. Similarly, the resulting values for model Eq. 9 are given in Table 4 and the dynamics of model Eq. 9 over time are given in Fig. 5.

Table 2 Parameter values for model Eq. 3

Fixed Parameters all casesDescriptionValueReference
cVirus clearance rate4.4 /day Murray et al. (2005)
dUninfected hepatocyte death rate0.01 /day M.-J. Wang et al. (2017)
δKilling rate0.01 /day
Fixed Parameters case 1DescriptionValueReference
s1Hepatocyte production patch 16.8×102 cells/(ml× day)calculated
s2Hepatocyte production patch 26.12 ×103 cells/(ml× day)calculated
Estimated Parameters case 1DescriptionValueRSS
βInfectivity rate3.3×10-9 ml/(virion× day)0.85
pVirus production rate998 virion/(ml× day)-
ϕMovement rate0.1 /day-
Fixed Parameters case 2DescriptionValueReference
s1Hepatocyte production patch 13.4×103 cells/(ml× day)calculated
s2Hepatocyte production patch 23.4×103 cells/(ml× day)calculated
Estimated Parameters case 2DescriptionValueRSS
βInfectivity rate2.63×10-9 ml/(virion× day)0.69
pVirus production rate1203 virion/(ml× day)-
ϕMovement rate4.1 /day-
Fixed Parameters case 3DescriptionValueReference
s1Hepatocyte production patch 16.12×103 cells/(ml× day)calculated
s2Hepatocyte production patch 26.8×102 cells/(ml× day)calculated
Estimated Parameters case 3DescriptionValueRSS
βInfectivity rate3.13×10-9 ml/(virion× day)0.52
pVirus production rate1137 virion/(ml× day)-
ϕMovement rate5 /day-
Initial conditionsDescriptionValueReference
T1(0)Uninfected hepatocytes patch 13.4×105 cells/ml Ciupe et al. (2024)
T2(0)Uninfected hepatocytes patch 23.4×105 cells/ml Ciupe et al. (2024)
I1(0)Infected hepatocytes patch 11 cell/ml-
I2(0)Infected hepatocytes patch 20 cell/ml-
V1(0)Inoculum patch 1104 HBV DNA/ml Zhang et al. (2023)
V2(0)Inoculum patch 20 HBV DNA/ml-

Practical Identifiability Analysis

Practical identifiability is a methodology that considers the noisiness in the data set for a given model, and performs data fitting under noise considerations.

Definition 2

A model is practically identifiable if a unique parameter set can be consistently obtained through the fitting procedure to noisy data.

There are several approaches and conditions for assessing practical identifiability (Wu et al. 2008; Eisenberg et al. 2013; Roosa and Chowell 2019; Saucedo et al. 2024; Tuncer and Le 2018). In this paper, we used the Monte Carlo (MC) approach to analyze the practical identifiability of the one-directional two-patch model Eq. 3 and two-directional two-patch model Eq. 9. The Monte Carlo approach is a sampling technique that uses random numbers and probability distributions to determine the practical identifiability of a model (Metropolis and Ulam 1949). We performed MC simulations by generating M=1,000 data sets using the true parameter set π and adding noise to the data in increasing amounts. The MC simulations are outlined in the following steps:
  1. Solve model Eq. 3 (Eq. 9, respectively) numerically with the true parameter vector π to obtain the output vector g(x(t),π) at discrete time points tdata={ti}i=1n.

  2. Generate M=1,000 data sets with a given measurement error. We assume the error follows a normal distribution with mean 0 and variance σ2(t); that is, the data are described by:
    yi,j=g(x(ti),π)(1+ϵi,j),
    where ϵij∼N(0,σ) at the discrete data time points tdata={ti}i=1n for all j={1,2,...,M} data sets.
  3. Estimate the parameter set πj, by fitting model Eq. 3 (model Eq. 9, respectively) to each of the M simulated data sets. This is achieved by minimizing the difference between model Eq. 3 (model Eq. 9, respectively) output and the data generated for the specific scenario:
    J(πj)=(∑tdata(log10(V1(tdata,πj)+V2(tdata,πj))-log10Vdata(tdata))2)1/2.
    This optimization problem is solved in MATLAB R2021a using the built-in function fminsearchbnd, which is part of the Optimization Toolbox. Since fminsearchbnd is a local solver, the optimized minimum value can be influenced by the starting point. To avoid issues related to the starting value, we use the true parameter values π as the initial parameter starting point provided to fminsearchbnd.
  4. Calculate the average relative estimation error (ARE) for each parameter in the set π, as follows:
    ARE(π(k))=100%×1M∑j=1Mπ(k)-πj(k)π(k),13
    where π(k) is the k-th parameter of the true parameter set π, and πj(k) is the k-th element of πj.
  5. Repeat steps 1 through 4, by increasing the measurement error σ={0,1,5,10,20,30}%.

The objective of this algorithm is to determine if the parameters are sensitive to gradual noise introduced into the given dataset. We used the AREs as a metric to determine the practical identifiability of model Eq. 3 (model Eq. 9, respectively) by applying the definition below (see (Heitzman-Breen et al. 2024) for details).

Definition 3

Let σ be the measurement error introduced to a dataset, and let the ARE be the average measurement error in the parameter π(k).
  1. If 0≤ ARE(π(k))≤σ, we say π(k) is strongly practically identifiable.

  2. If σ< ARE(π(k))≤10×σ, we say π(k) is weakly practically identifiable.

  3. If 10×σ<ARE(π(k)), we say π(k) is not practically identifiable.

We state that a model is practically identifiable if π(k) is practically identifiable for all values of k.

The results for model Eq. 3 are given in Table 5.

The results for model Eq. 9 are given in Table 6.

Appendix A Stability of Equilibrium E4

To finalize the proof of Proposition 4.,we need to show that Fig 8a1a2a2>a32+a12a4. We are including here the maple file showing that result.

Fig. 8

Fig. 8 Supporting analysis for the stability of equilibrium E4

Appendix B Bifurcation Diagram for the Generalized Model Eq. 2

We are presenting a bifurcation diagram for the general model Eq. 2 where 0<Φ12<Φ and 0<Φ21<Φ. We observe symmetry between the two movements. At either extremes Φ12=0 or Φ21=0 we recover the one-directional movement model Eq. 3. When Φ12=Φ21=Φ, we recover the two-directional movement model Eq. 9.

Publisher's Note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

K. Castellano, O. Saucedo, S. Ciupe contributed equally to this work.

Change history

10/17/2026

The original article was revised to correct errors in the author names

Change history

10/17/2026

A Correction to this paper has been published: https://doi.org/10.1007/s11538-026-01780-7

Author Contributions

Conceptualization: SMC; Methodology: KC, OS, SMC; Formal analysis and investigation: KC, OS, SMC; Writing- original draft preparation: SMC; Writing- review and editing: KC, OS, SMC; Funding acquisition: OS, SMC; Resources: OS, SMC; Supervision: OS, SMC.

Funding

SMC acknowledges partial support from the NIH NIGMS grant 1R01GM152743-01 and National Science Foundation grant No. 2051820. This research was enabled in part through the Virginia Tech Center for the Mathematics of Biosystems (VTCMB-033500).

Data Availability

All data necessary to replicate the results in this article are available at https://github.com/StancaCiupe/HBV-multi-patch.

Declarations

Conflicts of interest/Competing interests

We declare no conflict of interest associated with this publication.

Code availability

All code necessary to replicate the results in this article are available at https://github.com/StancaCiupe/HBV-multi-patch.

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Author Contributions

  • Emre Yılmaz: Visualization, Investigation
  • Léa Lemaire: Supervision, Software, Methodology, Validation

Declarations

Funding

The authors acknowledge support from the Wellcome Trust (grant 215801/Z/19/Z) and the National Institute for Health and Care Research.

Competing Interests

The authors declare no competing interests.

Data Availability

All data supporting the findings are available in the supplementary material and in a public repository.

Demonstration content: the full text of this article is adapted from “Investigation of a Two-Patch Within-Host Model of Hepatitis B Viral Infection” by Castellano and colleagues (Bulletin of Mathematical Biology, 2025; https://doi.org/10.1007/s11538-025-01555-6), which is available under a Creative Commons license (https://creativecommons.org/licenses/by/4.0/).

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