1. Introduction
The Chikungunya virus (CHIKV) belongs to the Togaviridae family of the genus Alphavirus [
1,
2]. It takes the form of an enveloped spherical viral particle with a diameter of 65 nm, containing a single RNA of positive polarity, encoding two polyproteins. The RNA is directly infectious and, therefore, serves as both a genome and messenger RNA. The 11,000 to 12,000 bases of its genome ultimately allow the synthesis of nine proteins, obtained after cleavage of the polyproteins by viral and cellular proteases. At the end of the viral cycle, which includes protein synthesis, replication, and assembly of viral particles, the viral proteins bud on the plasma membrane of the infected cell, and then penetrate the membrane. The virus is transmitted to humans when anticoagulant saliva is injected into the blood of the person bitten by an infected mosquito [
1,
2]. We now know that the virus does not infect circulating blood cells, but rather, macrophages and adherent cells (endothelial, epithelial, fibroblast).
In [
3], Sourisseau et al. first adapted tools (flow cytometry, immunofluorescence, electron microscopy, etc.) to specify and quantify the CHIKV. Therefore, they proved in vitro that CHIKV does not replicate in circulating blood cells (lymphocytes, monocytes), but that it replicates in macrophages (phagocytic cells which are of blood origin but localized in tissues). These cells itself infect tissues, such as muscles and joints. The CHIKV also infects the so-called “adherent” cells, such as endothelial cells, epithelial cells, and fibroblasts. A study conducted by Ozden at al. [
4] has shown that, in infected people, certain cells present in muscle tissue are targets of the CHIKV. Their work was based on the study of patient biopsies. They found that, in a biopsy taken at an acute stage of the disease from one patient, and in another taken at a later stage from another patient, the precursor cells of muscle cells—the satellite cells—were infected with the virus. In addition, these cells have been found, in cell culture, to be very permissive to the virus. The authors are now trying to discover if these cells play the role of a “reservoir” of the virus, which would explain the recurrence of muscle pain observed in some patients. [
5] stated that like any virus, the CHIKV enters its host’s cells and uses the cellular machinery there to replicate. In particular, it is shown that this arbovirus replicates in macrophages, cells of the immune system specializing in phagocytosis and present in several tissues and organs. On the other hand, it does not reproduce in the T and B lymphocytes which are circulating in the blood. CHIKV also infects epithelial cells (organ wall), endothelial cells (inner wall of blood vessels), as well as cells of fibrous tissues (fibroblasts).
The contribution of mathematics is made initially through modelling [
6,
7,
8,
9,
10,
11,
12,
13,
14]. This stage of mathematical modelling makes it possible to test, without wasting time or expense, the control measures that are envisaged: preventive measures, isolation of patients, treatments, vaccinations, and so forth. The model, nevertheless, does not completely reflect reality and is not intended to reproduce it in full. It must reproduce the characteristics of the phenomenon studied according to the objectives set for the framework of the study as well as possible. Modelling such a phenomenon consists of applying mathematical tools to a fragment of reality. It is transforming a need into equations, trying as much as possible to account for the constraints identified. Modelling is the most delicate, the longest, and often the most perilous step. Indeed, it is necessary to successfully understand the real problem to try to propose a suitable model. The first proposed attempt only very rarely meets expectations, and several modifications then follow, until a model is reached that groups together and reflects the maximum number of constraints that the real phenomenon must observe. If this step is neglected or omitted, if the constraints are not well-posed, then one ends up with a mathematical formulation which does not correspond to the problem. The resolution of the mathematical problem then provides a solution not suited to the concrete problem. However, if the problem is well-posed, then the next step is to solve the problem, that is, to analyse the model to understand, predict, and act.
Researchers have proposed several mathematical systems describing the CHIKV dynamics (see, e.g., [
15,
16,
17,
18,
19,
20,
21]). Most of the proposed models were designed to describe the disease transmission from mosquitoes to human populations. In [
22], Wang and Liu proposed a mathematical model which assumed that the contamination of a monocyte (a type of leukocyte, or white blood cell) occurs when a monocyte comes into contact with the virus. Several mathematical models have been proposed using both cellular and viral infections [
13,
20,
23,
24,
25]. Elaiw et al. in [
17] proposed and studied a mathematical model with two routes of infection. Later, Elaiw et al. [
18,
19] studied both routes of infection in a CHIKV dynamics model with Holling type-II incidence rates. Several forms of incidence rates have been applied in epidemic models [
26].
In the present paper, we reconsider the mathematical system given in [
18] by Elaiw et al. by considering two main changes relevant to an applied perspective:
- 1.
Considering the adherent cells as the main target for CHIKV and not monocytes, as mentioned in a series of previous papers [
15,
16,
17,
18,
19,
20].
- 2.
Considering general nonlinear increasing incidence rates with respect to the uninfected cells. This choice is motivated by the fact that the number of effective contacts between infective cells and susceptible cells or between the virus and susceptible cells may increase at high infective levels due to crowding of susceptible cells.
The basic reproduction number,
, was determined based on the next-generation matrix method [
27,
28,
29]. Local stability analysis was carried out using local linearisation. Global stability analysis of the steady-states was studied using Lyapunov stability. We proved that the CHIKV-free equilibrium point,
, is globally asymptotically stable if
and the infected equilibrium point,
, is globally asymptotically stable if
. Furthermore, we proposed an optimal recruitment strategy to optimize the number of infected cells. We designed an optimal control problem. The resolution of the state system was reached by applying an improvement to the Gauss-Seidel-like implicit finite-difference method. The adjoint system was solved using a first-order backward-difference. Some numerical simulations confirming the obtained results are given.
2. Mathematical Model and Results
Consider the following mathematical model describing the CHIKV dynamics with two routes of infection which is a generalization of the mathematical model given in [
18].
The variables
and
x describe the number of uninfected and infected cells, the CHIKV virus, and antibodies, respectively. The model parameters are nonnegative and are described as follows.
Parameter | Description |
| uninfected cells recruitment rate |
| Uninfected cells mortality rate |
| Infected cells mortality rate |
c | CHIKV mortality rate |
m | Antibodies loss rate |
| Generation rate of the virus by infected cells |
r | Rate at which Antibodies attack the virus |
| Antibodies expansion rate |
| Proliferate rate of antibodies, once antigen is encountered |
| Incidence rate constants |
Note that represents the number of cells disappearing from recruitment in the susceptible compartment and entering into an infected compartment, where f is a nonlinear increasing function.
Using nonlinear incidence rates of the form and into this model is important because the number of effective contacts between infective cells and susceptible cells may increase at high infective levels due to crowding of susceptible cells. If the function is increasing for large values of s, used for interpreting the “psychological” effects: for high number of susceptible cells, the infection risk increase as the number of susceptible cells increases, since the total number of cells may tend to increase the number of contacts.
Let and . We make the following assumption that will be used in the rest of the paper.
Assumption 1. f is an increasing, nonnegative function such that and .
Assumption 1 states that the CHIKV-cell and the infected-cell incidence rates increase with the number of susceptible cells. Assumption 1 also considers that no CHIKV-cell and infected-cell infections can take place in the absence of susceptible cells.
The classical Monod functions can be used to express the transmission rate of infections from infected to susceptible cells as well as from CHIKV to susceptible cells:
where
represents the transmission rates of the disease and
k is the Monod constant which is proportional both to the number of CHIKV pathogens and infected cells when the saturated incidence rate is
.
The last condition of Assumption 1 is of a mathematical artifice that we used to prove the existence and uniqueness of the infected equilibrium point.
2.1. Basic Properties
First note that ; then, one can easily deduce that
Lemma 1. if , we have .
The system (
1) admits non-negative bounded solutions. In particular,
Lemma 2. there exist such that is a positively invariant bounded set for system (1). Proof. Consider
and
. Then, one has
where
Hence
if
with
. Therefore,
if
. Furthermore, one has
where,
Then
if
with
As all variables are nonnegative, therefore,
and
if
with
□
2.2. Basic Reproduction Number and Equilibrium Points
The basic reproduction rate is a dimensionless quantity which allows the measurement of the ability of an infectious cell to spread infection through a given cell’s population immediately after its introduction. From a mathematical point of view, it allows, under certain conditions, the stability of the points of equilibrium of a dynamic system to be established.
Diekmann et al. [
27,
28] designed a way to calculate the basic reproduction number
, named the next-generation matrix method, and this was adapted by Van den Driessche and Watmough [
29].
Here, and . The determinant of V is given by det; thus,
and the next-generation matrix is given by
.
Then, the basic reproduction number of system (
1) is calculated as the spectral radius of the matrix
:
Lemma 3.
If then (1) admits only as an equilibrium point. If then (1) admits two equilibrium points, and , and here, represents the interior of the set Ω.
Proof. Let
be an equilibrium point satisfying
The resolution of Equations (
2)–(
5) gives us the CHIKV-free equilibrium point
.
Now, we have
, and then,
and
. One deduces, therefore, that
The derivative of the function
g is given by
and thus, by Assumption 1,
Therefore, the equation
admits a unique solution
. Thus, we obtain
Thus, an infected steady-state exists if .
Let’s show that . From the steady-state conditions of , we have .
Using Equations (4) and (5), we obtain
which means that
.
It follows that □
2.3. Local Stability
In epidemiology, the basic reproduction number of an infection is the average number of secondary cases caused by an individual with a communicable disease in a fully susceptible population.
More precisely, is the average number of people a contagious person can infect. This rate is calculated from a population that is fully susceptible to infection and which has not yet been vaccinated or immunized against an infectious agent.
Theorem 1. If , then the disease-free steady-state is locally asymptotically stable, and if , it is unstable.
Proof. The Jacobian matrix at point
is given by:
Its value at
is given by:
admits four eigenvalues;
and
.
and
are eigenvalues of the sub-matrix
The trace of
is given by
and the determinant of
is given by
Then, the steady-state is locally asymptotically stable if , and it is unstable if . □
Theorem 2. If , then the infected steady-state is locally asymptotically stable.
Proof. The Jacobian matrix at a point
is given by:
The characteristic polynomial is then given by:
The characteristic polynomial
if, and only if
or also,
Suppose that
X is an eigenvalue with
; then, since
and
, the left-hand side satisfies
and the right-hand side satisfies
Hence, the contradiction occurs; thus, for all eigenvalues X, and therefore, is locally asymptotically stable. □
4. Optimal Susceptible Recruitment Rate
Consider a time-varying rate of recruitment of uninfected cells,
as a control function. Assume further that
f is globally Lipschitz with an upper bound
and a Lipschitz constant
L. The control set
is
The aim is to find the optimal values of
,
,
,
, and
that minimize the criterion function:
For appropriate positive constants , and , the aim is to minimize the infected cells and maximize the susceptible ones, while minimizing the control cost.
Since the optimal control problem is linear with respect to the control with bounded states, it is easy to prove the existence of the optimal solution using classical standard results [
33].
Existence and Uniqueness of the Solution
Define the variable
; then, the model (
1) takes the simple form
where
and
.
Proposition 1. The function G is continuous and uniformly Lipschitz.
Proof. The function
F is continuous and uniformly Lipschitz, since
where
. Since
where
is the matrix norm of
A subordinate to the vector norm
. Therefore,
where
, and then the function
G is uniformly Lipschitz and continuous. □
Since the function
G is uniformly Lipschitz and continuous, then the solution of system (
10) exists and is unique.
Let us apply the maximum principle of Pontryagin [
33,
34,
35] to derive the necessary conditions for the considered optimal control and the corresponding states. The Hamiltonian is
For a given optimal control,
, there exist adjoint functions
and
associated to the states
and
x such that:
where
, for
, are the transversality conditions.
We minimise the Hamiltonian with respect to the control variable at
. By using the linearity of the Hamiltonian with respect to the control, we check if the optimal control is bang-bang, singular, or a combination. On the interior of the control set, we have
To investigate the singular case, suppose that
, then the singular value is given by
if
By using the bounds for the control
, we get:
Hence, the control is optimal at t, provided and .
6. Conclusions
In the present work, we considered and analyzed a mathematical system of differential equations modelling the Chikungunya virus (CHIKV) dynamics by two ways of infection and general incidence rates. The steady-states, which are the CHIKV-free equilibrium point and CHIKV endemic point, were determined and their local and global stability were studied, based on the basic reproduction number (
) obtained by the next-generation matrix. From the analysis, it was found that the disease-free point is locally asymptotically stable if
, and the CHIKV endemic point is locally asymptotically stable if
. The global stability of the equilibrium points were carried out using Lyapunov stability, and we confirmed the local stability results. These results are consistent with those obtained when using particular incidence rates as in [
18]. We improved and developed the main mathematical techniques used in the previous studies [
15,
16,
17,
18,
19,
20,
21]. Furthermore, we obtained the same sharp threshold criteria for the local and global stability of both disease-free and endemic steady-states. Later, we applied an optimal recruitment strategy to minimize the number of infected cells. We thus designed a nonlinear optimal control problem. Some numerical simulations were conducted to visualize the analytical results obtained.
There is still a series of questions of great interest. Current scientific research about the dynamics of a virus infection is mainly focused on solving three major issues: the role of time-delay, the space-time spread of a virus outbreak that occurs in a specific region of the territory, and the role of intrinsic fluctuations.
In this context, we can seek to develop a mathematical model which improves the model presented here by considering three types of infected cells, namely, latently infected cells, short-lived productively infected cells, and long-lived productively infected cells. Such a model can be applied to human immunodeficiency virus (HIV) dynamics.