“Of all the health disasters over time, the Spanish flu ranks near the top of the list. It was one of the worst pandemics in history. Between 5 and 10 percent of the 500 million people who were infected died. No one knows the final actual death toll, but more people died from the flu than the total number of people killed in WWI.”
Diseases are everywhere, and the factors that lead to the spread of infection can have deadly consequences. One of history’s deadliest flu episodes ever—The Influenza Pandemic of 1918—can teach important lessons today about preventing infectious spread.
The Spanish flu took the lives of between 30 and 50 million people worldwide, including 43,000 U.S. servicemen who, ironically, had survived the First World War but couldn’t fight off the flu. The attacks of flu occurred in waves, in mid-1918, then again in the spring of 1919.
This is a transcript from the video series An Introduction to Infectious Diseases. Watch it now, on The Great Courses Plus.
The 1918 influenza had a designation as a “swine flu” variety, with the letters H1N1. Why was it also called the Spanish flu? No one truly knows exactly where the flu started, but in Spain in 1918, there was an epidemic of influenza that left the country’s population growth in the negative direction. Although some people believe the Spanish outbreak was the beginning of the pandemic, the origin is still speculated among virologists.
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The Spanish Flu is Born
Most physicians at the time believed that influenza was caused by a bacterium, not a virus, but autopsies had continually failed to produce the identification of a bacterial germ. They did, however, understand germ theory by then, that influenza was spread through coughing, sneezing, and close personal contact. Unfortunately, there was no flu vaccine in those days, and efforts to develop one at the time failed. Instead, quarantines were put in place and bans were placed on public gatherings as a deterrent to contagion.
Health officials tried to control the spread of influenza by insisting that people wear masks. However, they didn’t realize that the masks were made from gauze, and they could not prevent the viruses from passing through because the holes in the mask were too large to halt a virus.
Public officials tried to limit the spread of influenza by banning spitting in public places and demanding that everyone cover their mouths and noses while sneezing. In addition, there was a shortage of physicians due to the First World War, so nurses and medical students often were left to staff emergency clinics.
Health officials tried to control the spread of influenza by insisting that people wear masks. However, they didn’t realize that because the masks were made from gauze, the material could not prevent the viruses from passing through because the holes in the mask were too large to halt a virus. In other efforts to control influenza, the public health departments declared it one of the “reportable” diseases to track its spread; however, the rate of spread was so rapid, it was virtually impossible to keep accurate records.
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What is the difference between an epidemic and a pandemic? An epidemic arises when a disease spreads rapidly to many people in a limited geographic region, so influenza in the U.S. every year is an epidemic. A pandemic means there is a global spread of the disease.
Returning to our pandemic, shysters trying to make a buck ran advertisements in the newspapers, claiming they had a cure—similar to selling snake oil to cure ailments. Others claimed influenza was cured by drinking alcohol, leading to runs on the liquor stores. Folk medicine practitioners recommended wearing a specific amulet or a small bag of camphor for protection. This practice was taken from the Middle Ages when people tried to protect themselves from the plague. But of course, none of these worked. Influenza started spreading worldwide, with no effective treatments.
An epidemic arises when a disease spreads rapidly to many people in a limited geographic region. A pandemic means there is global spread of the disease.
Of all the health disasters over time, the Spanish flu ranks near the top of the list. It was one of the worst pandemics in history. Between 5 and 10 percent of the 500 million people who were infected died. No one knows the final actual death toll, but more people died from the flu than the total number of people killed in WWI.
Seasonal cases of flu are caused by influenzas types A and B. Influenza A can affect both humans and animals. It has the highest pandemic potential due to the possibility of mixing animal and human genes, leading to surface protein mutations. Influenza B is a human virus only, has much less mutational capacity than type A, and has only one set of surface proteins, hence there is only one species. But, with influenza B, there are slight variations of the structure, similar to flavors of ice cream, that give influenza B strain various numbers. The strains are determined in the city and the year in which it originated, such as B/Shanghai/361/2002.
Influenza C is a human flu that causes a very mild respiratory illness and often is not even recognized as a classical clinical influenza illness. Importantly, neither Flu B nor C is associated with pandemics.
The Influenza Virus—A Closer Look
The influenza virus is an RNA virus in the Orthomyxovirus family. Like all viruses, it can’t replicate by itself. It needs to take over the protein machinery of a living cell and reprogram the cell to create more virus particles, which usually results in cell death.
Type A virus is covered on its envelope, or outer surface, with two types of foreign protein spikes known by the letters H and N. H is an abbreviation of the word hemagglutinin, and N is an abbreviation for neuraminidase.
The H spike is used like a hook by the virus to attach itself to the outside of a host cell.
The cytoplasmic membrane of the cell next engulfs the virus and pulls it inside.
Through a complicated series of maneuvers, including uncoating of the virus—where the RNA slips out of its viral coating…
…the virus tricks the host cell to let the viral RNA into the cell, and once this occurs, the virus is in control.
Remarkably, within about 12 hours of hijacking the cell, the influenza virus can release up to one million new viruses. With such a rapid rate, there is a high possibility of genetic mutations.
The antiviral medications Amantadine and Rimantadine were effective for influenza A virus for years. Both medications inhibited virus replication by interfering with the viral uncoating process heading inside the cell. Importantly, the high rate of mutations of influenza A has led to the emergence of widespread resistance to both of these antiviral medications, so much so that neither is used for treatment anymore.
The N, or neuraminidase, is essential for the virus to break out of its host cell, essentially performing the opposite of the H, cutting holes in the cell membrane from the inside to allow the virus to escape and infect other cells.
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Antiviral medications known as neuraminidase inhibitors are fortunately still effective in shutting down virus replication. Oseltamivir and Zanamivir are two of these antivirals, and others are being developed. They work against both influenza A and B and so far, the viruses have shown a very low mutation rate against them. The antivirals inhibit the release of the virus from the host cell by blocking neuraminidase, so the viruses are trapped inside. When these antivirals are given within the first 72 hours of influenza illness, they can shorten the duration of clinical illness by one or two days. They have been shown to reduce the rate of secondary bacterial infections of the lung as well.
During the 1918 Spanish flu, while most patients subsequently recovered, some had a relapsing respiratory problem. Ironically, many victims died from a secondary bacterial infection rather than from the actual influenza.
Antiviral medications are also deemed to be helpful in those unfortunate enough to be hospitalized for influenza, even when the 72-hour window has expired. In general, the earlier they’re given, the more clinical benefit antivirals are likely to have. They can also judiciously be used for prophylaxis or prevention of flu when there are outbreak circumstances in a closed institution, such as a nursing home. As always, this use would need to be balanced against the risk of creating viral mutants, since the prophylaxis dose is half of the treatment dose.
Researching The Original Spanish Flu Virus
Understanding this background to viruses, why was the Spanish flu virus so virulent? The National Institute of Allergies and Infectious Diseases has been researching the answer to this question. They even retrieved gene sequences of the 1918 flu virus from victims buried in Alaska’s permafrost. This work was done in a very high-level biosafety lab to ensure the virus was well contained to not start another pandemic.
Using eight of the original genes, researchers genetically reverse-engineered the virus, then injected it into mice. They found that the virus was much more lethal than usual to mice, but this did not explain the mechanism of extreme virulence. Using current studies of bird, or avian influenza, one of the mechanisms of lethality may have been discovered. A receptor protein of the 1918 flu virus was very similar to a modern version of the avian flu, which may help explain its virulence. An unusual quality of avian influenza is that the bird virus proteins are not usually able to bind well to the human throat receptors.
Scientists believe that for the virus to leap from birds to humans, they have to pass through an intermediate animal that contains both bird and human receptors, like a pig, for example. However, the 1997 avian bird flu outbreak showed that an intermediate host might not be needed since that virus could jump directly to humans.
The virus is named after the proteins that make it up. H1N1 has hemagglutinin type 1 protein—for example, the H1—and neuraminidase 1 for the N1 protein. There are 16 versions of hemagglutinin, and nine neuraminidase, creating the possibility of many combinations of influenza viruses in the future.
Two important biological aspects of influenza are necessary to understand why changes in viruses can have such a huge impact on disease prevalence: antigenic drift and antigenic shift. Antigenic drift is a process in which mutations to the virus genome produce changes in the viral H or N proteins. This drift results in the emergence of new strains when either the H or the N protein undergoes minor changes, for example, H1N1 to H1N2, or even a tiny change in the structure of H1N1.
This is why the flu vaccine contains a different mix of viruses each year and must be updated annually. Because this is a single mutation, however, usually our bodies recognize at least one of the two proteins. However, we still experience a partial immune response that helps us fight the virus.
Antigenic shift, on the other hand, is the reason that pandemic viruses arise. Instead of modifying the existing H and N proteins, the proteins are replaced by significantly different Hs and Ns, for example, H1N1 to H5N2. This means that our bodies do not recognize either of these new Hs and Ns and therefore, we don’t have any preexisting antibody to protect against them.
The Creation of A Pandemic
A pandemic is usually caused by a new strain of the virus or a reappearing one. These viruses either have never circulated among humans before, or they circulated many years ago; either humans have no immunity against it, or very little. This makes the virus easy to spread.
All influenza pandemics since 1918 have been caused by viruses with RNA genetic remnants of the 1918 virus. In addition, all of them also contained RNA from swine. Importantly, the internal RNA genetic composition of influenza viruses is only loosely correlated with the nomenclature of the H and N proteins. In a way, the 1918 pandemic earned the right to be called the mother of all pandemics.
There have been four influenza pandemics in the last century, which spread to all countries within six to nine months. The other three were the 1957 Asian flu, 1968 Hong Kong flu, and the 2009 Mexican flu. Because the speed and frequency of air travel has significantly increased since the 1960s, an accelerated spread of influenza was seen in the 2009 pandemic.
Pandemic viruses can also originate when some of the genes from animal flu viruses mix with genes from human flu viruses to create a whole new hybrid.
This happens when an animal or person is co-infected by both a human virus and an avian flu virus at the same time. The process of combining viruses is called reassortment. The 2009 Mexican flu virus was actually a combination of swine, bird, and human flu viruses.
It’s difficult to believe that descendants of the 1918 virus persist in pigs today. After the 1957 Asian flu, the H1N1 descendants of the 1918 strain had seemingly disappeared from human circulation until a mysterious event happened in 1977. Human H1N1 viruses suddenly reappeared. The 1977 swine flu first emerged at Fort Dix, New Jersey, and killed several soldiers.
This was the impetus for the urgent creation of a swine flu vaccine that 40 million U.S. citizens received in record time. This vaccination effort was shrouded in controversy because it may have caused a slight increase in the incidence of a very rare neurologic disorder, Guillain-Barré syndrome. Additionally, the pandemic never materialized. The side effects of the vaccination overshadowed the positive aspects of the rapid vaccine development and a mass public health response. It made many people reluctant to get the routine flu vaccinations for years to come after that event.
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Clinical Illness Caused by The Flu
Clinically speaking, what makes influenza stand out from other respiratory illnesses? The term influenza-like illness, or ILI, is used to describe the symptom complex. There is usually an incubation period of 1 to 4 days between the time the virus is acquired and the time the illness begins.
Not everyone with ILI has true influenza. Many viruses can mimic influenza, and several go by the strains of virus known as para-influenza 1, 2, and 3. There are also others. Usually, ILI begins with a runny nose and upper respiratory congestion for 24 hours. This is while the virus is gaining entry into the surface lining of the nose and mucous membranes of the head. In the next 24 hours, a sore throat and headache symptoms begin. The headache of true influenza seems to be relatively distinctive compared with other ILI, usually towards the front of the head and with the distinction that moving your eyes back and forth in the sockets elicits discomfort in your eyes. Fever usually begins during the second day.
But this is just the beginning. Within the next 24 hours, the virus invades the bloodstream, breaking through the respiratory linings. True influenza virus has a propensity to invade muscles, sometimes leading to the agonizing muscle aches and feeling the inability to move.
True influenza virus has a propensity to invade muscles, sometimes leading to the agonizing muscle aches, and feeling of inability the to move.
In France, influenza was known as “la grippe,” referred to as a gripping sensation in the muscles. The virus also descends into the upper airways of the lung, usually causing a dry, non-productive cough with white phlegm. Primary influenza, though, is unusual, but it can occur in very young children, elderly adults, or patients with compromised immune systems.
To fight back against the virus, the body starts to mount a higher fever—trying to kill the virus—usually of about 102 to 103 degrees. The resetting of the body’s thermostat can often lead to episodes of shaking chills that may feel uncontrollable.
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Even three days into the illness, relief does not come quickly. The main symptoms persist for up to another 72 hours, before finally scaling down on the 7th day of the illness. It may still take 3 to 5 days to get back to feeling “normal.”
While most of us will recover, presently influenza leads to the hospitalization of more than 200,000 people yearly and results in 30,000 to 50,000 deaths from flu or flu-related complications in the United States.
The Flu Vaccine
With all of these miserable symptoms, who wouldn’t want to prevent this illness with vaccination? It’s worth mentioning that there has been an advance in the vaccine, moving from two flavors of type A strains and one flavor of type B to a vaccine with two strains of both A and B. This is called a quadrivalent vaccine, and it has had more opportunity for successful protection.
Other changes to prior vaccination policy include allowing most patients with egg allergies to still be vaccinated, recommending that children ages 2 to 8 receive the live, rather than dead, flu vaccine, and preferring a “high dose” vaccine for those over the age of 65, possibly for better prevention efficacy.
Since the manufacture of the vaccine takes several months, how does the World Health Organization (WHO) determine which strains of influenza will be targeted in the vaccine for the fall? This is an important decision and involves influenza experts from all over the world. If the wrong strain is chosen for production, the efficacy of the vaccine may be more limited. In general, the northern hemisphere takes its cue from the vaccine composition from the southern hemisphere, and vice versa, since the seasons are reversed.
In February, they decide on the vaccine for the northern hemisphere for the next season based on information gathered from influenza centers in 100 countries and other partners who conduct global surveillance year-round.
The exact reason for the seasonality of most strains of influenza in temperate climates has been studied in detail but is not definitively known. Influenza exists at a low level throughout the year but exhibits a marked seasonal increase during the winter months. This is probably a combination of factors, including cooler temperatures and lower humidity, which favors virus survival outside of humans. Also, more crowded indoor environments in the winter play a role in this increase. Influenza occurs in tropical areas as well, but not typically with the same seasonality.
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The Future of Influenza
What’s in store for us with influenza? Conceptually, scientists believe that history will repeat itself, and it’s not a matter of whether there will be another pandemic, but a matter of when it will be and what strain of the virus. At the University of Wisconsin, the infectious disease department feels like it might be the gatekeepers of the next flu pandemic.
Conceptually scientists believe that history will repeat itself, and it’s not a matter of whether there will be another pandemic, but a matter of when it will be, and what strain of the virus.
Researchers in Madison have carefully studied genetic databases of avian flu that most closely contained proteins that resemble the 1918 Spanish flu. They use an animal model—ferrets—that can contract and transmit influenza and are a close model of human transmission.
The researchers intentionally altered the genetic code of the virus to within 3 percent relatedness of the 1918 Spanish flu. This enabled the virus to have receptors that would allow direct respiratory droplet transmission of influenza from ferret to ferret. These mutations involved only seven tweaks of the virus.
This creation of an artificially virulent strain of avian flu generated tremendous international scrutiny. The Wisconsin researchers claimed that we needed to know this information to advance our knowledge of how pandemics begin, with the hope of designing better vaccines. They argued that the pandemic risk was already present in nature and that it was more important to understand the viral properties, especially of H5N1 avian flu. Since 2003, H5N1 has infected nearly 1,000 people in 20 countries with a 50 percent mortality rate.
Since 2003, H5N1 has infected nearly 1,000 people in 20 countries with a 50 percent mortality rate.
They did test the antiviral oseltamivir against the mutant strain, and fortunately, found the drug was effective. This supports the pandemic preparedness belief that stockpiling anti-influenza drugs is important.
The opposing view was the obvious concern that the virus would escape and cause a pandemic, or that terrorists might steal the virus and use it as a biological weapon. For more than a year, there was a worldwide moratorium on this type of flu research until the scientific community had a chance to discuss the risk/benefit ratio in more detail. The National Institutes of Health, or NIH, debated these issues and eventually issued a supporting statement for ongoing research and demonstrated that appropriate biosafety measures were taken. The moratorium was lifted.
Other emerging avian flu viruses have been seen worldwide. For example, the H7N9 avian flu also reappeared in China with a 25 percent mortality rate.
However, the careless handling of avian flu specimens at the CDC in 2014 and the Ebola outbreak reopened the debate. The momentum has shifted towards shutting down these experiments.
Common Questions About Influenza Pandemics
The 1918 flu pandemic was traced to birds, and generally, diseases from non-humans tend to be more dangerous because humans have not built up the necessary immunity. Youth in their 20s and 30s were hit particularly hard as they had never been exposed to that strain.
There have been four influenza pandemics: the 1918 pandemic in the United States which killed between 30 and 50 million people, the Asian flu (1957), the Hong Kong flu (1968), and the Mexican flu (2009).
At the time of the influenza pandemic of 1918, the medical industry lacked the proper tools to treat or prevent the disease. Quarantine was the main recommended method to keep the disease from spreading, but it wasn’t always effective.
A pandemic influenza is caused by the massive outbreak of a new disease that usually comes from an animal.