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Review of Literature
1.1 Medicinal plants and their importance
Medicinal plants are a precious natural resource, as they provide raw material
for pharmaceutical industry, modern and traditional forms of medicine and
generate employment and income in addition to conservation of bio-diversity
and traditional knowledge (Balick and Mendelson 1992, Lambert et al. 1997).
The significance of medicinal plants is highlighted by the fact that world wide
more than 50, 000 plant species, covering about 13% of all flowering plants, are
estimated to be medicinally important (Schipmann et al. 2002). In India, over
8,000 plant species are used for traditional and modern systems of medicine
(Anonymous 2000). Their relevance is further accentuated by the fact that
traditional medicine is important for the poor and marginalized sections of the
society, especially in the remote areas where modern medical facilities are not
available (Belt et al. 2003). This is validated by case study of India where per
capita annual consumption of drugs is Rs. 124 only ( US $ 3), which happens to
be the lowest in the world. It has been estimated that in developing nations
approximately 80 percent of the people totally depend on traditional medicines
(Holley and Cherla 1998, Anonymous 2000).
Moreover, interest in herbal medicines and natural products has increased
substantially in developed as well as developing nations. This scenario is well
reflected by the available trade figures. The international medicinal plant trade,
estimated at US $ 60 billion, is presently growing at a rate of 7 percent per year
(Belt et al. 2003). This is besides the fact that a substantial part of the trade goes
unrecorded, partly because much of it is illegal. Further, a large proportion of
medicinal plant material is used domestically (India) and these figures are again
not documented, hence the total trade of medicinal plants remain far greater
than the suggested figures.
The leading suppliers of the world market are China, Singapore, Brazil, India
and Egypt. China and India constitute more than 40 percent of the global
biodiversity. China earns US $ 5 billion per year from herbal trade, while India
manages US $ 1.43 billion only, which is estimated to increase by US $ 2.2
billion by the year 2010 (Anonymous 2000). The international demand is largely
1
Preface
TERI University-Ph.D. Thesis, 2006
from the United States and European Union (EU), with Germany as the leading
trade centre (Belt et al. 2003).
1.1.1 Employment and income generation
Bearing in mind the importance of medicinal plants and their trade estimates
and the ironical fact that most of the raw material is collected from wild,
medicinal plant cultivation and management has become highly remunerative in
economic terms for the small-scale growers. This is illustrated by a case study on
Atis (Aconitum species) cultivation by a local NGO called Society for Himalayan
Environmental Research (SHER) to demonstrate Medicinal and Aromatic Plants
(MAPs) cultivation and conservation to local communities in Uttarkashi district
of Uttaranchal, India (Karki et al. 2003). The results revealed that as compared
to traditional crop of potato, which yields a net profit of $ 200/ha, the net profits
from cultivation of Aconitum atrox were around $1600/ha and $ 6000/ha from
Aconitum heterophyllum cultivation.
In a similar study, conducted in Ghese village of Chamoli district,
Uttaranchal, India, cultivation of a highly prioritised medicinal plant, Picrorhiza
kurrooa (commonly called kutki) was conducted on an experimental basis
(Nautiyal and Nautiyal 2004). According to the calculations, the net benefit to
the farmer that comes from conventional crops such as, potato and rajma
(Phaseolus vulgaris) is a mere US $280 and US $118 per acre, respectively. On
the contrary, kutki cultivation would yield a net profit of US $ 1961. These
studies highlight the fact that sustainable management of the traditionally used
plants not only has implications in conservation of biodiversity but also provide
critical resources to sustain livelihoods.
Besides cultivation, proper value addition and subsistence oriented
application of medicinal and aromatic plant (MAP) can create a large number of
jobs in rural areas. Conversion of socio-cultural traditions and indigenous
knowledge into livelihood means and opportunities would also help in
conserving the traditional knowledge base. One prominent example is the
development of “Jeevani” medicine based on the traditional knowledge of the
Kani tribals of Kerala. The tribals used fruits of a tree that they called
“aarogyapyappacha” which kept them energetic and agile during their arduous
treks across the forests. The detailed investigation of the plant revealed that it
contained certain glycolipids and non-steroidal compounds that had anti-stress,
anti-hepatotoxic and immuno-modulatory / immuno-restorative properties.
Eventually, the drug “Jeevani” was formulated from this plant, which was later,
identified as Trichopus zeylanicus, with three other plants’ ingredients. The
Preface
TERI University-Ph.D. Thesis, 2006
license to manufacture “Jeevani” was given to a private company for a fee of one
million rupees ( US $ 22000) for a period of seven years. The Kani tribals
received fifty percent of the licence fee as well as fifty percent of the royalty
obtained from sale of the drug.
1.1.2 Traditional knowledge
Seen from a global perspective, India has one of the richest traditions of using
medicinal plants in health care (Lambert et al. 1997, Anonymous 2000).
However, most of the traditional and indigenous knowledge associated with the
rich natural resource of the country remains undocumented and is passed down
either by word of mouth from generation to generation or is described in ancient
classical literature, which remains inaccessible to common man. Though our
traditional health systems such as, Ayurveda, Siddha and Unani are very well
documented, unfortunately, the language in which they are coded (Sanskrit,
Tamil and Persian) are not well understood internationally.
The need for protecting Indian traditional knowledge (ITK) has been
vehemently brought forth by many well-known cases of misappropriation of
traditional knowledge that includes the patents granted for medicinal properties
of brinjal (Solanum melongena) bitter gourd (Momordia charantia), neem
(Azadirachta indica) and turmeric (Curcuma longa), to name a few. Therefore,
documentation of existing knowledge on various traditional systems of medicine
that is already available in the public domain has become imperative in order to
safeguard it from patenting of non-original inventions. Further, protecting and
promoting traditional and indigenous knowledge and its documentation will
also help to accrue benefits to the creators, innovators and holders of traditional
knowledge.
With this perspective, National Institute of Science Communication and
Information Resources (NISCAIR) and the Department of Indian Systems of
Medicine and Homoeopathy (ISM&H) have come up with a novel concept of
traditional knowledge digital library (TKDL), in which all information for a
target species is available in world languages such as, English, French, German,
Japanese and Spanish (www.niscair.res.in). This attempt at digitalisation of ITK
gives legitimacy to the existing traditional knowledge and enables protection of
such information from getting patented illegally.
1.1.3 Conservation of biodiversity
Despite the immense importance of medicinal plants, the raw material is still
not cultivated and about 95% of the medicinal plants are collected from the wild.
Preface
TERI University-Ph.D. Thesis, 2006
Over 70% of the plant collection involves destructive harvesting mainly because
of the use of plant parts such as, roots, bark, wood and whole plants. According
to an estimate, the various plant parts used by the Ayurvedic industry in India
are as follows: bark 13.5%, roots 29.6%, rhizome 4%, stem 6%, whole plant
16.3%, wood 2.8% and the rest being contributed by flowers, fruits, leaves and
seeds (Anonymous 2000). Factors such as, urbanisation and habitat destruction
have further endangered many of the medicinal plants.
The IUCN Red list of threatened plants published by the World Conservation
Union includes 33,798 species, of which 380 are extinct in the wild, 371 may be
extinct, 6,522 are endangered and the rest are vulnerable or rare (Pye-smith
1998). As per recent IUCN guidelines southern and northern India has around
200 species of medicinal plants that are rare, endangered and threatened
(Shankar 1998). This could mean a tremendous loss to the world of modern
allopathic medicine as well as traditional system of Ayurveda, Unani and Siddha,
which the human race surely cannot afford.
Considering the threat of extinction that looms large on this important
natural resource, germplasm conservation of medicinal plant species has
become necessary for preventing genetic erosion. According to International
Board for Plant Genetic Resources (IBPGR) medicinal plant species figure in the
priority list for in vitro conservation (Staritsky 1997).
Biotechnology has provided innovative tools for cataloguing,
documentation and conservation of medicinal plants. The first and most logical
step towards conservation and sustainable management of this important
natural resource is systematic documentation. This entails assessment of genetic
diversity available among the medicinal plant species and molecular markers
have been effectively employed to realise the above objective. Section 1.3
discusses the most commonly used molecular markers and their relevance in
genetic diversity analysis. Besides aiding in proper documentation, bio-diversity
studies also help in devising pragmatic conservation strategies. Further, the
knowledge of the available genetic diversity of a particular species is essential for
genetic improvement of the crop as it can help in selection and introduction of
desirable traits in the crop of interest.
Plant tissue culture plays relevant role in ex situ conservation and
multiplication of endangered and commercially exploited medicinal plants. The
novel technique provides a viable alternative for managing these valuable
resources in a sustainable manner. It also serves as an alternative means of
secondary metabolite production through cell and organ culture. Most
importantly, micropropagation provides an efficient method for ex situ
Preface
TERI University-Ph.D. Thesis, 2006
conservation of plant biodiversity and multiplication of the endangered species
from minimum plant material available as detailed in section 1.4.
With these deliberations, Swertia chirayita, a medicinally important herb
from temperate Himalayas was chosen for the present research work. Section 1.2
gives detailed description of the herb along with its medicinal and economic
importance. The concerns raised due to its ruthless collection from the wild have
also been discussed.
1.2 Description of Swertia chirayita
Swertia chirayita belongs to the genus Swertia Linnaeus (1753), a large group
of annual and perennial herbs, representing approximately 135 species, which
are distributed in the mountainous tropical regions of Africa (30 spp), America
(1 sp.), Asia (100 sp.), Europe (3 spp.), and Madagascar (1 sp). In India, 40
species of Swertia are recorded of which Swertia chirayita is considered to be
the most important.
1.2.1 Geographical distribution, habitat, ecology and classification
The plant is a native of temperate Himalayas, found at an altitude of 1,200-
3,000 m (4000 to 10,000 ft.), from Kashmir to Bhutan, and in the Khasi hills at
1,200-1,500 m (4,000 to 5,000 ft., Clarke 1885, Kirtikar and Basu 1984). Figure
1.1 highlights the natural habitat of the species across the trans-Himalayan belt
on the map of India. S. chirayita can also be grown in sub-temperate regions
between 1,500 to 2,100 m altitudes. Unfortunately, there is no consistency in the
literature citing the habit of S. chirayita. Some authors have described chiretta
as an annual (Anonymous 1982, Kirtikar and Basu 1984) while others have
described it as biennial or pluri-annual (Edwards 1993). The plant can be grown
in variety of soils with sandy loam rich in carbon and humus. It is also found in
open ground and recently slash-and-burnt forests (Edwards 1993). S. chirayita
is also reported to grow under the canopy of Acer and Quercus mixed forests,
mostly on a southeast aspect (Bhatt et al. 2006).
The taxonomic position of the plant is as follows
Order: Gentianales
Family: Gentianaceae
Tribe: Gentianeae
Subtribe: Swertiinae
Genus: Swertia
Species: chirayita
Preface
TERI University-Ph.D. Thesis, 2006
Swertia chirayita (Roxb. ex Fleming) H. Karst., (trade name chiretta) is also
mentioned in the literature as Swertia chirata, Buch. - Ham.; Ophelia chirata
Grisebach.; Agathotes chirayita Don.; Gentiana chirayita Roxburgh. and G.
floribunda Don. The genus Swertia is named in honour of Emanuel Sweert
(rarely spelled Swert, 1552–1612), a Dutch gardener and illustrator who
published an important florilegium in the early 1600s. On the other hand, the
plant got its specific name from the “kirat” tribals and is variously called as
“chirata” or “chirayita”. The plant has an erect, about 2-3 feet long stem, the
middle portion is round, the upper 4-angled, with a prominent decurrent line at
each angle (Figure 1.2). The stems are orange brown (Anonymous 1982) or
purplish in colour (Clarke 1885), and contain large continuous yellowish pith.
The root is simple, tapering and stout, short, almost 7 cm long and usually half
an inch thick (Bentley and Trimen 1880, Clarke 1885, Figure 1.2). The
cytological work done on the species is poor. Khoshoo and Tandon (1963) used
pollen-mother cells for cytological studies in some Himalayan species of
Swertia. The authors counted thirteen bivalents at metaphase I for S. chirayita,
and observed that one of them was bigger than the rest.
The plant is harvested for the drug industry when it sets into flowering in
July-Sept (Bentley and Trimen 1880, Anonymous 1982). Seed setting commence
around October-November and the seeds germinate immediately after shedding.
1.2.2 Medicinal uses of Swertia chirayita
S. chirayita belongs to family Gentianaceae, which records the occurrence of
taxonomically informative molecules, namely the iridoids, xanthones,
mangiferin and C-glucoflavones. The widespread use of this herb in the
traditional medicines have resulted in considerable chemical analysis of the
plant (Table 1.1) and the active principles that confer the plant its medicinal
properties have been identified and isolated (Table 1.2). Detailed reviews
describing the chemical constituents of the Swertia genus have been reported by
Pant et al. (2000) and Jensen and Schripsema (2002). The entire plant is used
medicinally; however the root is reported to be the most powerful (Kirtikar and
Basu 1984). The plant is gathered during the late stages of flowering, commonly
tied up in flattish bundles about 3 feet long and 1.5 to 2 lbs. in weight (Bentley
and Trimen 1880) and is sold in the markets as dried brownish stems with root
and leaves intact.
S. chirayita is used in British and American pharmacopoeias as tinctures and
infusions. According to Ayurveda’s pharmacology (Joshi 2000) chiretta is
described as bitter in taste (rasa). The thermal action (virya) of chiretta is
Figure 1.1 Natural distribution of Swertia chirayita (based on Clarke 1885, Kirtikar and Basu 1984). Plant material for the present study was collected from Chakrata 30o42’N, 77o51’E; Mandal 30o.4’N, 790.1’E; Jageshwar 290.38’N, 79o 40’E; Joshimath 30o34’N 79o34’E; Sikkim 27o 20’N, 880.3’E, also marked on the map. The shaded area represents the habitat of chiretta in the Indian Himalayan Region.
Figure 1.2 Pictorial representation of Swertia chirayita plant representing A) shoot with root B) A flowering twig a) a flowering bud b) flower cut open showing the two nectaries per corolla lobe c) ovary d) longitudinal section of the ovary e) a fertilized ovary at seed set f) the seeds (Bentley and Trimen 1880).
A
B
a
b c d
e
f
CHIRATA, HAM
defined as cooling (shita). It is light (laghu), i.e. easily digestible, and ruksha
(dry). These characteristics drain heat from the blood and liver. Its use has also
been mentioned in Unani medicine (Mukherji 1953). Concoction of chiretta with
cardamom (Elletaria cardamom), turmeric (Curcuma longa) and kutki
(Picrorhiza kurrooa) is given for gastrointestinal infections and with ginger
(Zingiber officinale) it is considered good for fever (Kirtikar and Basu 1984).
When given along with neem (Azadirachta), manjishta (Rubia cordifolia) and
gotu kola (Centella asiatica) it serves as a cure for various skin problems. It is
used in combination with other drugs in cases of scorpion bite (Nandkarni
1976).
Table 1.1 Secondary metabolites of Swertia chirayita
Compounds Chemical
nature
Reference
1,3,5,8-Tetrahydroxyxanthone Xanthone Ghosal et al. 1973
1,3,7,8-tetrahydroxyxanthone Xanthone Ghosal et al. 1973
1,3,8-trihydroxy-5-methoxyxanthone Xanthone Ghosal et al. 1973
1,5,8-trihydroxy-3-methoxyxanthone Xanthone Ghosal et al. 1973
1,8-Dihydroxy-3, 5-
dimethoxyxanthone/Swerchirin
Xanthone Dalal and Shah 1956, Ghosal et
al. 1973, Asthana et al. 1991
1,8-dihydroxy-3,7-dimethoxyxanthone /
7-O-methylswertanin
Xanthone Ghosal et al. 1973, Asthana et al.
1991
1-Hydroxy-3, 5,8-trimethoxyxanthone Xanthone Ghosal et al. 1973
1-Hydroxy-3, 7,8-trimethoxyxanthone Xanthone Ghosal et al. 1973
2,5-Dihydroxyterephthalic acid Aromatic
carboxylic acid
21- -H-hop-22(29)-en-3- –ol Triterpenoid Chakravarty et al. 1991
Amarogentin Seco-iridoid
glycoside
Korte 1955, Chakravarty et al.
1994
Amaroswerin Seco-iridoid
glycoside
Chakravarty et al. 1994
Chiratanin Dimeric
xanthone
Mandal and Chaterjee 1987
Chiratenol Hopane
triterpenoid
Chakravarty et al. 1992a,
Chakravarty et al. 1992b
Chiratol/ 1,5 dihydroxy 3,8-
dimethoxyxanthone
Xanthone Purushothaman et al. 1973a,
Purushothaman et al.1973b,
Asthana et al. 1991
Decussatin Xanthone Purushothaman et al. 1973a,
Purushothaman et al.1973b,
Asthana et al. 1991
Enicoflavine Triterpenoid
alkaloid
Purushothaman et al. 1973a,
Sharma 1982, Asthana et al.
Review of Literature
Compounds Chemical
nature
Reference
1991
Episwertenol Triterpenoid Chakravarty et al. 1991
Erythrodiol Hexane extract Chakravarty et al. 1992a, Islam
et al. 1995
Gammacer-16-en- –ol Triterpenoid Chaudhuri and Daniewshi 1996
Gentianine Triterpenoid
alkaloid
Sharma 1982
Gentiocrucine Triterpenoid
alkaloid
Sharma 1982
Kairatenol Hexane extract Purushothaman et al. 1973a
Lupeol Triterepene
alcohol
Mandal et al. 1992
Mangiferin Xanthone Dalal and Shah 1956
Mangostin Xanthone Sharma 1983
Oleanolic acid Triterpenoid Mandal and Chaterjee 1987,
Duke et al. 2002
Pichierenol Swertane
terpenoid
Mandal et al. 1992
Sweroside Seco-iridoid
glycoside
Mandal and Chaterjee 1987
Sweroside-2‟-O-3‟‟, 5‟‟-trihydroxy
biphenyl-2‟‟carboxylic acid ester
Seco-iridoid
glycoside
Mandal and Chaterjee 1987
Swerta-7,9(11)-dien-3- -ol Swertane
terpenoid
Mandal et al. 1992
Swertanone Triterpenoid Korte 1955
Swertenol Triterpenoid Korte 1955
Swertianin/ 1,7,8-trihydroxy-3-
methoxyxanthone
Xanthone Sharma 1982, Islam et al. 1995
Taraxerol Triterpene
alcohol
Korte 1955
Ursoilic acid Triterpenoid Korte 1955
-Amyrin Triterpenoid
alcohol
Duke et al. 2002
-Sitosterol-3- -D-glucoside Sterol Mandal and Chaterjee 1987
-Taraxasterol or Heterolupeol Hexane extract Islam et al. 1995
Compiled in Joshi and Dhawan (2005)
Review of Literature
Table 1. 2 The biological activities attributed to Swertia chirayita Activities Reference
Alternative Ray et al. 1996, Duke 2002
Antihelmintic Medda et al. 1999
Antileishmaniac Rafatullah et al. 1993
Anticholinergic Bhattacharya et al. 1976
Anticonvulsant Blaschek et al. 1998
Antiedemic Kumar et al. 2002
Anti-inflammatory Goyal et al. 1981, Chakravarty et al.
1992a, Banerjee et al. 2000
Antimalarial Goyal et al. 1981
Antipyretic Blaschek et al. 1998
Antitubercular Mukherjee et al. 1997
Astringent Nandkarni 1976
Bitter Asthana et al. 1991
Cardio stimulant Blaschek et al. 1998
Cholagogue Kirtikar and Basu 1984
Choleretic Blaschek et al. 1998
CNS Depressant Dalal and Shah 1956
Emollient Sharma 1983, Duke 2002,
Hepatoprotective Mukherjee et al. 1997
Hypnotic Ray et al. 1996, Duke 2002,
Hypoglycemic/antidiabetic Mukherjee and Mukherjee 1978,
Chadrashekar et al. 1990, Bajpai et
al. 1991, Saxena and Mukherjee 1992,
Saxena et al. 1993, Grover et al. 2002
Laxative Ray et al. 1996, Duke 2002,
Secretagogue Kirtikar and Basu 1984
Stomachic Nandkarni 1976
Tonic Nandkarni 1976
Undersedative Kirtikar and Basu 1984
Vermifuge Kirtikar and Basu 1984
Compiled in Joshi and Dhawan (2005)
Review of Literature
1.2.3 Trade and economics of Swertia chirayita
Swertia chirayita enjoys a good domestic and international market. The
medicinal plant sector in India is unorganised and it is difficult to get a regular
update of statistics vis-à-vis the demand and supply, collection and economics of
chiretta. The only available data regarding collection and trade of the plant is
for the year 1990-1991 (HMG, Nepal 1992) with respect to Nepal and for the
year 2001-2002 for India (Shah 1999, Brinckmann 2003). The plant has a huge
demand in the international medicinal market and makes important
contribution to the economy of Nepal. About 45% of chiretta in the Himalayan
region is collected from Nepal (Shah 1999).
The trade and economics of chiretta is also influenced by the adulterants of
the herb. The true chiretta can be distinguished from other substitutes and
adulterants by its intense bitterness, brownish purple stem (dark colour),
continuous yellowish pith and petals with double nectaries.
1.2.4 The concerns
The widespread use of S. chirayita in the traditional systems of medicine reflects
the herb‟s pharmacological importance. However, the existing populations are
diminishing by each passing day and therefore, according to the International
Union for Conservation of Nature and Natural resources (IUCN) criteria,
Swertia chirayita has been categorised as critically endangered (Anonymous
1997). This leads to a need for conservation of the plant. National Medicinal
Plant Board, (Government of India) prioritised it for conservation and
cultivation in Uttaranchal state (http://www.nmbp.nic.in) emphasising the need
to develop agro-technology packages for the herb. The novel technique of in
vitro conservation and micropropagation can help in conservation and
production of a large number of disease-free, true to type plants. Despite these
concerns very few in vitro studies (compiled as Table 1.3) have been conducted
on the species of Swertia genus.
Table 1.3 In vitro culture studies in family Gentianaceae: tissue culture and secondary metabolite production
Species Name Tissue culture Reference
Swertia japonica Callus cultures from seedling Miura et al. 1978a
Swertia japonica Callus cultures Miura et al. 1978b
Swertia japonica Cell suspension culture Miura et al. 1986
Swertia pseudochinensis Excised root culture from
seedling
Kitamura et al. 1987
Review of Literature
Species Name Tissue culture Reference
Swertia pseudochinensis Callus and excised shoot
cultures, whole plant via
embryogenesis from callus;
production of swertiamarin
from cultured tissues
Kitamura et al. 1988
Swertia pseudochinensis Shoot and root from callus Miura and Kitamura in Miura
(1991)
Swertia chirata Regeneration from root
explants
Wawrosch et al. 1999
Swertia chirata Micropropagation from
mature nodal explants
Ahuja et al. 2003
Swertia chirata Hairy root cultures for
amarogentin production
Keil et al. 2000
Swertia japonica Hairy root cultures for
amarogentin, amoroswerin
and four xanthones
Ishimaru et al. 1990
1.3 Bio-diversity studies in medicinal plants
Biological diversity is a measure of relative „diversity‟ among organisms present
in different ecosystems. Thus the word diversity includes diversity within species
(genetic diversity), among species (species diversity) and comparative diversity
among ecosystems (ecological diversity). A measure of genetic diversity is of
direct consequence in defining the taxonomic grouping of the species, its origin
and evolution; for breeding of superior varieties and most importantly in
conservation of the endangered ones. Genetic diversity is the diversity of genes
within species and results from genetic differences between individuals and is
manifested as a change in DNA sequences, biochemical characteristics and
physiological properties as well as morphological characteristics.
The variations that form the base line of genetic diversity arise from
mutations and recombination events. Various factors such as selection (both
natural and artificial), genetic drift and gene flow act on alleles in different
populations to cause variations in them, thus resulting in diversity. Also, eco-
geographical factors namely the climatic, edaphic and biotic factors, species-
specific factors such as, ploidy level, breeding systems, population size, all have a
definite role to play in determining the diversity available within a species.
Based on biochemical, physiological and morphological characteristics,
conventional tools such as, protein based assay and morphological markers have
been employed for studying genetic variability. However, these characteristics
are merely the phenotypic expression of the genes and are under the control of
environmental effects and developmental stage of the plant. DNA based
Review of Literature
molecular markers on the other hand, rely on direct appraisal of the genome and
are therefore neutral to environmental effects and developmental stages. Also,
DNA based markers provide a wide array of molecular assays for evaluation of
genetic diversity and hence are preferred over the classical markers.
1.3.1 Molecular analysis of genetic diversity
The plant genome consists of DNA, the sequence of which is unique for each
genotype. Based on the sequence variation that exists between different species
of the same genus, powerful molecular markers have been developed. In this
section an attempt has been made to describe the most frequently used
molecular assays for the purpose of genetic diversity studies. These include
Restriction Fragment length Polymorphism (RFLP), Amplified Fragment Length
Polymorphism (AFLP), Random Amplified Polymorphic DNA (RAPD), Simple
Sequence Repeats (SSR) and Inter Simple Sequence Repeats (ISSR) molecular
markers.
1.3.1.1 Restriction Fragment Length Polymorphism (RFLP)
RFLP (Botstein et al. 1980) is a hybridization based molecular marker and
makes use of RFLP probes, which are hybridized to the specific restricted and
electrophoresed DNA samples, resulting in unique hybridization patterns
characteristic to each genotype. The molecular basis of the polymorphism so
detected is attributed to variation in restriction enzyme target site arising from
point mutation or insertion and deletions as summarized below:
Point mutation resulting in loss or gain of restriction enzyme cut site
An insertion or deletion of the DNA between two restrictions sites
A DNA rearrangement where one end of the rearranged segment resides
between two restrictions sites
In RFLP assay, the probes, which are either obtained from cDNA or genomic
library, are species or locus specific and co-dominant in nature. Restriction
fragment length polymorphism helps to screen for multiple alleles for a specific
locus and therefore reveals greater level of heterozygosity and higher
information content. It is highly reproducible and reliable. However, certain
drawbacks of the technique limit its use as a popular tool to assess genetic
diversity of a species. The major drawback is that it analyses very few loci per
assay. Moreover, the technique is expensive, labour intensive and requires the
use of radioactive probes making the procedure technically cumbersome. Also,
RFLP requires DNA in large amounts and purity of the sample is an important
consideration.
Review of Literature
With the discovery and introduction of Polymerase Chain Reaction (PCR,
Mullis et al. 1986), a variety of PCR based molecular markers became the
preferred tool over the hybridisation-based markers. This is because the PCR
based molecular markers are technically simple, cost effective and reasonably
sensitive. Further, it can be optimised for automation and multiplexing thus
making large scale fingerprinting a feasible proposition. The most commonly
employed PCR-based molecular markers for fingerprinting studies are described
below.
1.3.1.2 Random Amplified Polymorphic DNA (RAPD)
Williams et al. (1990) invented Random Amplified Polymorphic DNA or RAPD.
This employs the use of standard PCR method. However, only one primer with
an arbitrary nucleotide sequence is used. The primer is usually 10-nucleotide
long and the GC content is almost 50%. To obtain good amplification with a
single arbitrary primer there must be two identical target sequences close to
each other. The distance between the two sites should be within amplifiable
units of 4-5 Kb. The two sites should be present on the two opposite strands in
inverse orientation. The polymorphism obtained by the RAPD primers can
result due to the following reasons:
Insertion of DNA fragment between the two annealing sites, because of
which the original fragment, becomes too large to be amplified
Deletion of DNA fragments carrying the primer annealing sites
Nucleotide substitution, which may affect the annealing of the primers at a
given site due to change in homology, which in turn results in presence or
absence of the fragment or a change in size of the amplified product
Insertion or deletion of small piece of DNA, which may result in change in
size of the amplified product
However, the reproducibility of the RAPD profile is subject to discussion.
There is debate over the genetic basis, reliability and hence usefulness of the
technique (Devos and Gale 1992). It has been reported that even minor changes
in any aspect of PCR amplification reaction can affect the output of the assay in
terms of fingerprint patterns desired (Xu et al. 1995). The DNA quality and
quantity (Williams et al. 1993), choice of DNA polymerase (Schierwater and
Ender 1993), magnesium concentration (Williams et al. 1993, Park and Kohel
1994), choice of thermocycler (Penner et al. 1993), primer concentration
(Williams et al. 1993), use of ethidium bromide vs. silver nitrate for detection of
amplification products (Caetano-Anolles et al. 1998) and presence of RNA (Yoon
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and Glawe 1993), all these factors affect the results of the amplification reaction
in the RAPD assay.
Despite the mentioned shortcomings, RAPD has been successfully used as a
molecular marker to gain rapid and precise information about the genetic
diversity in different plant taxa. This is because the technique is quite simple
and fast and generates upto 5 to 10 bands per assay with as little as 10-400 ng of
DNA. Further there is no need for prior sequence information. Additionally, the
use of radioactivity for the detection of polymorphism is not required in RAPDs.
1.3.1.3 Amplified Fragment Length Polymorphism (AFLP)
The AFLP assay (Zabeau and Vos 1993, Vos et al. 1995) involves detection of a
subset of genome‟s DNA restriction fragments by PCR amplification. The
genomic DNA is restricted with a rare cutter like Pst I or Eco RI and by a
frequent cutter such as Mse I or Taq I. The restriction fragments, thus generated
are ligated to specific adapter sequences. These adapters serve as the binding
site for annealing of the primers in the AFLP reaction. The next step involves
selective preamplification of the restricted fragments with primers specific to the
restriction enzymes (Eco RI and Mse I or Pst I and Taq I) with extra nucleotide
at the 3‟ end. This ensures selective amplification of only a subset of adapter
ligated restriction fragments, which carry nucleotide complementary to the
selective nucleotide present in both the primers. Thus the template DNA that is
finally used for AFLP reaction is generated. This subset of preamplified library is
further amplified under stringent PCR conditions with primers carrying +3
selective nucleotides and one of the selective primers is radiolabelled with either
P32 or P33. The reaction products are electrophoresed on polyacrylamide gel and
subsequently autoradiographed. Thus, even a single nucleotide change either on
the restriction site or in the nucleotide adjacent to the restriction sites is
detected by AFLP. Other factors such as deletion, insertion and rearrangement
also affect the presence of the restriction site and its size and lead to
polymorphism that is detected by AFLP.
A single AFLP reaction generates 50-80 fragments in size range of 50 bp to
300 bp. The multiplex-banding pattern obtained, makes AFLP a powerful
marker. Further, the stringent PCR conditions attribute the assay its high
reproducibility. Thus, the AFLP assay combines the efficiency of PCR based
markers such a RAPD with the specificity and reliability of the hybridisation
based markers such as RFLP. Hence, it is the preferred tool for most of the
marker-based studies. The AFLP technique can be applied to DNA of any origin
and complexity.
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1.3.1.4 Microsatellite based molecular markers
Microsatellites
Microsatellite or the simple sequence repeats consist of a basic motif of 1-6 base
pair (bp) repeated tandemly in the plant genome (Tautz and Renz 1984). They
occur frequently and randomly in all eukaryotic genome (Tautz and Renz 1984,
Gupta et al. 1994). These simple sequence-repeats (SSRs) are prone to high rates
of mutation, which mainly affects the number of core motifs. The polymorphism
thus presented is called Variable Number of Tandem Repeats (VNTR).
In general, microsatellite regions do not carry any coding functions. Hence,
these are under neutral selection pressure and freely mutate in the genomes.
The mutation rate is correlated to the total size of the array. The repeat remains
invariant for a long time if it contains a few repeated motifs only. When the
tandem copy number exceeds a certain limit, the chances of mutation increase
proportionately (Caetano-Anolles and Gresshoff 1998). Microsatellites are
construed as hyper-variable regions of the genome and hence are an ideal tool to
analyse genetic relatedness between highly similar genotypes at intra species
level. At the molecular level, the mutations in the repeat DNA sequence arise
due to replication slippage, transposition, recombination events, unequal
exchange between sister chromatids during mitosis, meiosis and between
homologous chromosome during meiosis and gene conversion. As these markers
can detect large number of alleles with high reproducibility (Litt and Luty 1989,
Tautz 1989 and Weber and May 1989), they find widespread use in DNA
fingerprinting.
Various microsatellite primed PCR assays have been developed to exploit
high levels of polymorphism inherent in microsatellites for genome analysis.
Selective Amplification of Microsatellite Polymorphic Loci (SAMPL, Morgante
and Vogel, 1994) involves amplification of restricted genomic DNA using
radiolabelled SSR primer and an unlabelled adapter primer. In order to detect
high levels of polymorphism, SSR primers corresponding to compound repeats
are generally preferred for SAMPL analysis. Since compound repeat carry
natural repeat-based anchor system, they show perfect self-anchoring and low
levels of stuttering.
Sequence Tagged Microsatellite Sites (STMS) assay involves use of primers
designed from sequence information of regions flanking the microsatellites.
However, STMS assay requires isolation of microsatellites de novo for most
plant species being examined for the first time and this limits its widespread use
for genetic diversity studies.
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Inter Simple Sequence Repeat (ISSR)
On the other hand Inter Simple Sequence Repeat (ISSR) marker assay skips
over the requirement of any prior sequence information, cloning or sequencing
and has been extensively employed for genetic diversity studies.
This microsatellite primed-PCR employ 3‟ and 5‟ anchored 15 to 20-mer
primer and is referred as Inter SSR amplification, ISA or ISSR (Wolff et al.
1995). The primers have an extra nucleotide at the either end. These extra
nucleotides ensure that the primer binds to the opposite end of the
microsatellite, which has the first nucleotide of the flanking sequence
complementary to the anchor (i.e. the extra nucleotide at the 3‟ or the 5‟ end) of
the primer. The amplification occurs only if two suitable microsattelites with
appropriate flanking nucleotides are present within the amplifiable distance.
With this technique, one can target the variation between the SSR sequences or
the sequences that flank the SSRs.
The technique has many inherent advantages because of which it has been
regularly employed for a variety of purposes. The ISSR technique has the
reliability and advantages associated with any SSR marker system along with the
broad taxonomic applications of RAPDs. Abundance of SSRs is exploited to
generate a complex banding pattern. The ISSR technique is simple and
reproducible.
1.3.2 Importance of genetic diversity data
A consistent erosion of genetic diversity of medicinal and aromatic plants have
been reported due to various factors namely, ruthless destructive collections of
the herbs from the wild, destruction of natural ecosystems by human
interventions and monoculture in case of cultivated crops. Hence, it is essential
to catalogue the medicinal plant resources and effectively manage the available
germplasm through in situ and ex situ conservation programs.
Evaluation of genetic diversity using molecular markers aid in devising
realistic conservation strategies and in formulating core collections for
endangered germplasm as one is able to identify regions and populations
representing maximum diversity. These regions and populations can then be
successfully conserved with least population size on a priority basis (Shanker
and Ganeshaiah 1997, Rao and Hodgkin 2002). Further, molecular markers help
to evaluate the extent to which, a collection of germplasm contains significant
gaps in terms of the range of variations covered and in identifying duplicates or
near duplicates in a collection. Elimination of these duplicate samples helps to
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confine the collection size to manageable limits in a scientific and rational
manner.
Pragmatically devised conservation strategies help in preserving maximum
genetic diversity found in target species, thereby, conserving the potentially
useful genes that can be utilised for the future breeding programmes. The
available genetic diversity data also helps in forming core collection for a
particular species. These core collections are of help to the plant breeders who in
addition to passport and characterization data, emphasize on the need of
improved evaluation of accessions. The result from diversity studies helps in
understanding the patterns of variations in crop species and identifies groups of
accessions with high diversity or with shared characteristics, which can be used
during breeding programs. For instance, genetic analysis of elite Indian cultivars
of Cymbopogon species revealed that cultivars of citronella and palmorosa
differed very little among themselves (Sangwan et al. 2001). This confirmed that
restricted genetic base was utilized while conducting breeding program of the
species. Hence, in order to broaden the genetic base of the crop, there is a
definite need for exploitation of wild counterparts. The study, thus illustrates,
the relevance of molecular data along with agronomic, morphological and
chemotypic characteristics in defining core collections and in sustainable
management of economically important medicinal and aromatic plant species.
In a nutshell, genetic diversity studies are of great relevance in conservation
of genetic resources and allow scientists in deciding which germplasm to
conserve on a priority basis, thereby, ensuring that the resources are managed in
a sustainable manner and conserved for future use.
Genetic diversity studies have been conducted using different molecular
markers with the above objectives. High levels of genetic diversity were obtained
among different populations of Cymbopogon species (Sangwan et al. 2001),
Changium smyrniodes (Fu et al. 2003) Eryngium alpinum (Gaudel et al. 2000)
and Podophyllum hexandrum (Singh et al. 2004a), rather than within
populations. In these cases loss of populations would mean loss of significant
amounts of genetic variability. Therefore, in such cases it is recommended that
maximum number of population should be included while collecting samples for
conservation purposes in the target species.
Further, the high genetic diversity revealed in endangered and rare plant
species such as Changium smyrnioides (Fu et al. 2003), helped to hypothesize
that it could be possible for the plant species to easily adapt to different
environmental regimes. Given the high levels of genetic variations, relocation of
the species to considerably less vulnerable habitats could be attempted.
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Considering the fact that one of the main reasons for the species‟ threatened
status is its habitat destruction, relocation of the species to less vulnerable
locations appears to be a pragmatic approach towards conservation of some of
the endangered species. Further, based on cluster analysis one can decipher the
distribution of the genetic variation in populations collected from different
geographical locations and on the basis of these results it would be more logical
to protect the plant‟s habitat especially those with highest genetic variations (Fu
et al. 2003). Table 1.4 summarizes some of the genetic diversity studies
undertaken for endangered and economically important medicinal and aromatic
plant species.
Table 1.4 Genetic diversity studies conducted on Medicinal and Aromatic Plants (MAPS) using different molecular markers
Plant Marker assay Reference
Aloe species RAPD Darokar et al. 2003
American and Oriental
ginseng
AP-PCR Cheung et al. 1994
Andrographis paniculata RAPD Padmesh et al. 1998
Artemisia annua RAPD Sangwan et al. 1999
Asimia triloba ISSR Pomper et al. 2003
Asparagus species RAPD Shasany et al. 2003
Azadirachta indica RAPD Deshwal et al. 2005
Azadirachta indica AFLP Singh et al. 1999
Bacopa monnieri RAPD Darokar et al. 2001
Cardoon AFLP Portis et al. 2005
Changium smyrniodes RAPD Fu et al. 2003
Chicorium species RAPD and RFLP Besnard et al. 2001
Coptis species RAPD Cheng et al. 1997
Cymbopogon martini RAPD, enzyme and SDS-
protein polymorphism
Sangwan et al. 2003
Cymbopogon species RAPD Sangwan et al. 2001
Cymbopogon species RAPD Khanuja et al. 2005
Cymbopogon winterianus
and C. nardus
RAPD Shasany et al. 2000a
Digitalis obscura L. RAPD Nebauer et al. 1999
Echinacea angustifolia AFLP Still et al. 2005
Elaeagnus angustifolia RP-HPLC Qiang et al. 2006
Epimedium species RAPD and RFLP Makai et al. 1996
Eryngium alpinum AFLP Gaudel et al. 2000
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Plant Marker assay Reference
Eucalyptus species RFLP Keil and Griffin 1994
Eurycoma longifolia Single Nucleotide
polymorphism (SNP)
Osman et al. 2003
Garlic RAPD Shasany et al. 2000b
Glehnia littoralis RFLP Mizukami et al. 1993
Glycyrrhiza species RAPD and RFLP Yamazaki et al. 1994
Humulus lupulus ISSR Danilova et al. 2003
Humulus lupulus AFLP Seefelder et al. 2000
Medicago citrina AFLP Juan et al. 2004
Mentha species RAPD Shasany et al. 2002a
Mentha species RAPD and AFLP Shasany et al. 2005
Moringa oleifera AFLP Muluvi et al. 1999
Ocimum sanctum Morphological and
protein markers
Ahmad and Kahliq 2002
Ocimum species RAPD Singh et al. 2004b
Ocimum species Morphological,
karyotypic, chemical and
molecular markers
Sabine et al. 2002
Olea europa RAPD Belaj et al. 2002
Olea europa RAPD, AFLP, RFLP and
SSR
Rosa et al. 2003
Olea species AFLP and Microsatellite Bandelj et al. 2004
Panax notoginseng AFLP Kiers et al. 2000
Panax quinquefolius RAPD Bai et al. 1997
Panax species RAPD Shaw and But 1995
Pelargonium graveolens RAPD Shasany et al. 2002b
Phyllanthus amarus RAPD Jain et al. 2003
Pimenta longa RAPD Wadt et al. 2004
Piper longum RAPD Philip et al. 2000
Piper nigrum RAPD Pradeepkumar 2003
Piper nigrum RAPD George et al. 2005
Plantago ovata Morphological markers Lal et al. 1999
Podophyllum hexandrum RAPD Sharma et al. 2000
Podophyllum peltatum Isozyme and RAPD Lata et al. 2002
Swertia species Isozyme Verma and Kumar 2001
Taxus wallichiana RAPD Saikia et al. 2000
Terminalia arjuna AFLP Sarawat et al. 2005
Valeriana wallrothii AFLP and chloroplast
SSR
Grassi et al. 2004
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Plant Marker assay Reference
Valerians Chloroplast markers Bell and Donoghue 2005
Vetiveria zizaniodes RAPD and AFLP Lal et al. 2003
Withania somnifera AFLP Negi et al. 2000
Even as diversity studies help in selecting what to conserve and in devising
appropriate conservation strategies, tissue culture provides the options of in
vitro conservation of plant species and its multiplication in large numbers for
sustainable use. In the following section, different techniques of
micropropagation are discussed with reference to medicinal plants.
1.4 Micropropagation of medicinal plants
Micropropagation can be used as a routine method of multiplication in species
where conventional modes of propagation are inadequate to meet the demands
of the planting stock, either due to poor seed set or low germination. Also,
micropropagation is a tool for cloning of elite plants. Even in species where
vegetative multiplication is possible, tissue culture has been important for
multiplication of disease certified material and multiplication of elite clones. The
latter requires culture initiation from mature explants. There are several reports
of shoot regeneration from explants having pre-existing meristems such as
nodal segments (Selvakumar et al. 2001, Arya et al. 2002, Benniamin et al.
2004), shoot tips (Bhattacharya and Bhattacharya 2001, Thiem 2003) and
vegetative buds (Borthakur et al. 1998, Narula et al. 2003).
1.4.1 Explant selection and establishment of aseptic cultures
The technique of micropropagation starts with selection of suitable explant from
a desirable donor plant and its successful establishment in axenic culture
conditions. The choice of the donor plant is important in case of medicinal
plants, as with any other species, because growth of the plant varies with the
genotype and also the content of secondary metabolites may vary among
different genotypes of the same species.
The process of surface sterilization is critical for raising aseptic cultures.
Heavy infections have been reported during the initiation stages of many
medicinal plants, such as, Curcuma species (Balachandran et al. 1990), Alpinia
galanga (Borthakur et al. 1998), Bacopa monnieri (Tiwari et al. 1998) and
Saussurea lappa (Joshi and Dhar 2003). In most cases, infections (bacterial and
fungal) at the initiation stage can be correlated to the sanitary state of the place
where the donor plant is growing. For example, in explants derived from plants
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growing in marshy areas and from underground plant parts such as rhizomes
and tubers, the contamination frequencies are usually high.
Another cause of persistent fungal and bacterial contamination in the
cultures is systemic or endemic infections present in the donor explant. In fact,
high rates of endemic contaminations in black pepper have proven to be a major
constraint for successful utilisation of tissue culture technique for the species
(Mathews and Rao 1984). In Trichopus zeylanicus, 70% of the explants were
lost due to bacterial infection during culture initiation stage (Krishnan et al.
1995) and hence aseptic seedlings were used for culture initiation instead of
mature explants.
The rate of contamination is also dependent on the season during which the
material is collected. This was evident in the study conducted by Chaturvedi et
al. (2004), where the contamination in nodal cultures of Azadirachta indica was
directly related to the season during which the material was collected. The study
concluded that the cultures initiated in March-May showed higher bud break
and less contamination than those raised in June-October or November-
February. Therefore, the selection of young and tender shoot tips in
comparatively drier seasons can reduce the problems of contamination to a
considerable extent.
Overnight fungicide treatment is also effective in cases of severe infections
(Chetia and Handique 2000). The severity of the treatment is, however, limited
by the nature of the explant. Some times explant shows high sensitivity to a
specific surface sterilant. The explants of Trichopus zeylanicus and Bacopa
monniera turned brown when treated with 0.01-0.1% mercuric chloride
(Krishnan et al. 1995, Tiwari et al. 1998). In Rauvolfia tetraphylla, the increase
in the treatment time and concentration of mercuric chloride to control the
growth of microflora resulted in extensive leaching of the phenolics (Sharma et
al. 1999). The sensitivity of the explant to the sterilisation process thus limits the
establishment of axenic cultures.
In order to control the incidences of contamination, antimicrobial agents
such as antibiotics and fungicides are generally added in plant tissue culture
media. Alternatively, pre-treatment is given in the form of pulse treatment,
wherein heavy dosage of the antimicrobial agent is given for a short period of
time. However, it is desirable to obtain axenic culture on antibiotic free media
because antibiotics may hinder growth and even survival of the explants. The
application of antibiotics also raises environmental concern relating to the
selection of antibiotic resistant strains of bacteria. Additionally, this process is
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time consuming and labour intensive (Teng and Nicholson 1997, Teng and Teng
2000).
Teng et al. (2002), in a very interesting study investigated the influence of
explant preparation on culture initiation and subsequent regeneration response
of the root explants of Panax ginseng and P. quinquefolius. The freshly collected
roots were found to be extremely difficult to disinfect due to abundant soil borne
organisms associated to the root surface as well as inside the root. The authors,
however, could successfully establish the aseptic cultures from the non-surface
disinfected tissues. The process involved aseptic removal of the internal tissue of
the root including the pith and vascular bundles and inoculating the explant
material on the culture medium. In comparison to non-disinfected internal
tissues, the surface-sterilised explants revealed evidence of latent
contamination. The process of sterilisation also imposed a carry over effect on
explants and adversely affected subsequent regeneration steps.
Hence, apart from the choice of donor plants, the explant used, the season
during which initiation is conducted as well as the process of sterilisation also
influences the success of culture establishment to a considerable extent.
1.4.2 Modes of multiplication
Once the axenic cultures are established, next step is to develop methods for
continuous multiplication. Depending upon the presence and absence of pre-
existing meristem in the explant, the shoot bud induction may be divided into
two major heads; induction from explant having pre-existing meristem
(enhanced axillary proliferation) and from explants devoid of pre-existing
meristem (shoot regeneration or somatic embryogenesis).
1.4.2.1 Axillary multiplication
Axillary buds present in the axis of each leaf have the potential to develop into
shoots (Bhojwani and Razdan 1996). However, due to apical dominance, these
buds remain dormant. Application of cytokinins or removal of the apical
meristem eliminates apical dominance, thus stimulating the growth of lateral
buds. The lateral buds, as a result of continuous presence of cytokinins in the
culture media, also develop axillary buds. This process finally yields enhanced
axillary multiplication. Hence, the initial multiplication rate is usually low in
axillary multiplication. However, once the initial establishment phase is
accomplished, a logarithmic increase is attained in shoot multiplication.
Further, the multiplication rate achieved during axillary multiplication is
dependent on various factors of which, the first and most obvious is the choice of
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the explant used. The superior in vitro response of the nodal explants compared
to apical shoot buds has been reported in Woodfordia fruticosa (Krishnan and
Seeni 1994), Clerodendrum colebrookianum (Mao et al. 1995), Gmelina
arborea (Kannan and Jasrai 1996), Rauwolfia micrantha (Sudha and Seeni
1996), Melia azedarach (Thakur et al. 1998) and Vitex nugendo (Sahoo and
Chand 1998).
Micropropagation of endangered plants from mature explants is, however,
limited because of the difficulty in procuring sufficient authentic material for
culture initiation (Wawrosch et al. 1999). Even when the explants from mature
mother plant are obtained, it is usually extremely difficult to obtain axenic
cultures on account of persistent contamination and associated problem of
browning (Wawrosch et al. 1999, Ahuja et al. 2002a). In such cases, alternative
sources such as seeds, aseptic seedlings and nodal explants from seedling-
derived in vitro cultures serve as the explant material. For instance, intact
seedling and explants derived from it have been used for axillary multiplication
in case of Murraya koenigii (Bhuyan et al. 1997), Swertia chirata (Wawrosch et
al. 1999), Allium wallichi (Wawrosch et al. 2001a), Lilium nepalense (Wawrosch
et al. 2001b), Pueraria lobata (Thiem 2003) and Saussurea obvallata (Joshi
and Dhar 2003).
Plant growth regulators are, perhaps, one of the most prominent factors that
influence rate of multiplication by axillary branching. For instance, the type and
concentration of cytokinins used, is known to have marked effect on shoot
regeneration. Various cytokinins such as, 2iP, BAP, Kn, TDZ and Zeatin, have
been regularly employed to achieve the same. For instance, though shoot bud
induction was obtained on basal medium in Aconitum carmichaeli, the optimal
number of shoots obtained increased to seven per explant only on incorporation
of BAP at a concentration of 5.0 mgl-1 (Hatano et al. 1988).
Thidiazuron (TDZ) is a substituted phenylurea (N-phenyl-1, 2,3 thidiazol-5-
urea) and a potent bio-regulator that influences in vitro morphogenesis and has
been demonstrated to be more effective over a wide range of species than most
of the other conventional cytokinins. Its mode of action has been attributed to
its ability to induce cytokinin accumulation and enhance the accumulation and
translocation of auxins within the TDZ exposed tissue (Murch and Saxena
2001). Faisal et al. (2005) also employed thidiazuron for shoot multiplication in
Rauvolfia tetraphylla L.
In the literature, BAP is reported to be most potent and thus used for large
number of species. For instance, in Picrorhiza kurrooa (Upadhyay et al. 1989),
Clerodendrum colebrookianum (Mao et al. 1995), Crateva magna (Benniamin
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et al. 2004), Vitex negundo (Sahoo and Chand 1998) and Orthosiphon
stamineus (Waileng and Laikeng 2004) BAP was more effective than TDZ and
2-iP or Kn. The optimal cytokinin required for specific morphogenic response
varies with the plant system under investigation. In case of Cephaelis
ipecacuanha (Jha and Jha 1989) and Anemopaegma arvense (Pereira et al.
2003), Kn proved to be superior to 2-iP and BAP, while in Bixa orellana 2-iP
was found superior to BAP and Kn (Sharon and D‟ Souza 2000).
In many cases the synergistic effect of two or more cytokinins is known to
give the most optimal multiplication rate. In Rauvolfia tetraphylla, a
combination of cytokinins (BAP and Kn) was found essential for healthy shoot
development (Sharma et al. 1999). Similarly, synergistic effect of cytokinins and
auxins is reported to have a profound impact on the growth of the cultures as
well as multiplication rate. For instance, in Picrorhiza kurrooa, shoot tip
explants cultured on MS medium containing 5.0 mgl-1 Kn, on an average,
produced 50 shoots at the end of each passage of 6 wk duration. The addition of
IAA (1.0 mgl-1) revealed marked improvement in shoot growth, leaf size and
stem thickness without any evidence of adventitious shoot formation (Lal et al.
1988). Similarly, Sudha and Seeni (1994) reported that shoot multiplication was
directly related to cytokinin activity (both BAP and 2-iP) along with the
synergistic effect of IAA, in Adhatoda beddomei. In case of Aristolochia indica
(Manjula et al. 1997), multiple shoots induced on medium supplemented with
BAP alone, were weak and fragile. Therefore, NAA was incorporated with BAP
and this proved to be stimulatory, producing 45 shoots in 16 weeks. This
stimulatory effect of auxins on shoot proliferation has been observed in many
other medicinal plants, such as, Glehnia littoralis (Hiraoka and Oyanagi 1988),
Cephaelis ipecacunha (Jha and Jha 1989), Rauwolfia micrantha (Sudha and
Seeni 1996), Syzygium alternifolium (Khan et al. 1997), Yucca aloifoila (Atta-
Alla and van Staden 1997), Dioscorea bulbifera (Narula et al. 2003), Puereria
lobata (Thiem 2003) and Saussurea lappa (Joshi and Dhar 2003).
Thus, it may be inferred that the endogenous level of growth regulators
largely influences the requirement of the exogenous hormones in the plant
system. The levels of endogenous growth regulators on the other hand, vary with
the plant tissue, plant type and physiological state of the plant and also with the
genotype of the species under consideration.
Beside growth regulators, the ability to form multiple shoots is also
dependent on different factors such as size of the explant, its orientation,
temperature, intensity of illumination and the type of cultures used in the study.
In Digitalis lanata, meristem without leaf primordia (length of shoot tip up to
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0.3 mm) did not develop into shoots; instead they formed a green, nodular
tissue (Diettrich et al. 1990). Similarly, the shoot tip of Stevia rebaudiana
without leaf primordium failed to grow and turned brown. On the other hand,
90% of explants with 6-8 leaf primordia (1. 5-2.0 mm long) formed single
shoots, but those in between 0.3-1.5 mm length (with 2-4 leaf primordia) formed
multiple shoots (Tamura et al. 1984). In case of nodal explants, shoot induction
was affected by position of the node on mature explants in Gymnema elegans
(Komalavalli and Rao 1997). Nodes at 3rd and 4th positions were more responsive
than those procured from distal and proximal portions of the shoot.
On the other hand, in Bixa orellana, size of the nodal explant was an important
factor in producing optimum number of shoots (Sharon and D‟souza 2000).
Smaller explants, approximately 0.5 cm long initiated more multiple shoots than
the longer (1.5 cm long) nodal explants.
Explant orientation was found to play an important role during shoot
proliferation in Rauwolfia micrantha (Sudha and Seeni 1996). In Adhatoda
beddomei, split halves of shoots were used for subculture; this resulted in
regeneration of 23-27 shoots from each of the two halves, which was higher than
the numbers (15-17 shoots) obtained from culture of the intact nodes (Sudha and
Seeni 1994). Similarly Wawrosch et al. (2001a, 2001b) reported a higher
response of longitudinally split shoot halves as compared to whole shoot
explants in Allium wallichi Kunth. and Lilium nepalense D. Don, irrespective of
the culture media.
In some species, such as, Ocimum americanum and O. sanctum (Pattnaik
and Chand 1996) Vitex negundo (Sahoo and Chand 1998), Gymnema elegans
(Komalavalli and Rao 1997) and Azadirachta indica (Chaturvedi et al. 2004),
frequency of shoot proliferation and growth was greatly influenced by the season
during which the explants were collected. Since, it is during the spring and
monsoon seasons, that the plants show vigorous growth, the explants collected
during these seasons are more responsive as was also seen in the above-
mentioned examples.
In contrast to the above studies, shoot proliferation from axillary buds of
Lavandula latifolia was not affected by seasonal fluctuations in the stock plants
but was dependant on the macronutrient composition and the type and
concentration of cytokinin tested (Sanchez-Gras and Calvo 1996).
The plantlets maintained in vitro are photosynthetically not active and their
energy demands are met by the carbohydrate source in the medium. Despite
this, both intensity and duration of light influences the morphogenetic response
of the explants. In Digitalis lanata for instance, the number of shoots formed
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was dependent on light quantity and quality. At a qualitative level, light sources
producing high intensity in the blue and red regions of the spectrum were found
to be more favourable for shoot bud induction (Diettrich et al. 1990).
Temperature conditions maintained in the plant growth room constitute an
important culture condition, which needs to be optimised for may plant taxa.
For instance, the effect of temperature on multiple shoot formation was
investigated in Cnidium officinale and it was found that at 15 2 0C
temperature, multiple shoot regeneration was retained in BAP containing
medium for 12 generations. However, at 25 2 0C, the sub-cultured shoots kept
proliferating without any decline in the ability to form shoots even after 2 years
of subculture (Pant et al. 1996).
Gelling agent is yet another factor which determines the success of a
micropropagation protocol. Conventionally, semisolid medium with 0.6 to 0.8%
of agar is used in most micropropagation protocols. Agar being an inert material
offers support to the explant and the growing tissues and permits free flow of
nutrients. Liquid media however, have been favourably used to obtain increased
multiplication fold and better cluster vigour in many plant species. However,
one of the major problems in liquid cultures is to provide aeration to the
explants growing in cultures. An efficient method using floating membrane rafts
was developed for micropropagation of Aconitum napellus (Watad et al. 1995),
which resulted in shoot proliferation that was 45% higher than that obtained on
semi-solid media. Similar response has been reported in Indian rhubarb
(Rheum emodi) where liquid shake culture medium required half the culture
medium and lesser time to induce shoot proliferation comparable to that
obtained in semi-solid cultures (Lal and Ahuja 1989). In their study, a stable rate
of regeneration was maintained for more than 2 years in shake cultures, whereas
the explants kept on static liquid cultures submerged and failed to induce
multiple shoots and eventually turned brown. In case of Isoplexis canariensis
also, proliferation of shoots was found to be greater in liquid medium than on
semi-solid medium (Arrebola et al. 1997). Mitra et al. (1998) described the
simultaneous use of the rotatory and static culture media for rapid
multiplication of Catharanthus roseus from nodal explants. Arrebola and
Verpoorte (2002) also obtained optimal shoot multiplication for Isoplexis
isabelliana on liquid media.
The lower shoot multiplication rate obtained on agar solidified medium in
comparison to liquid medium of the same composition could be due to lower
water potential and other physical factors of agar affecting the diffusion of ions
and compounds. Further, it has been proposed that growth regulators and other
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nutrients are also released slowly from agar-solidified medium, which might
have some influence on plant growth and survival.
Role of additives in multiplication of medicinal plants has been well
explored. Additives such as ascorbic acid (50-200 mgl-1), coconut milk and GA3
were reported to significantly increase the number of shoots in Gymnema
elegans (Komalavalli and Rao 1997). Addition of adenine hemi-sulphate in
combination with low levels of NAA to the culture medium was found to
improve shoot multiplication in Lavandula stoechas (Nobre 1996). In
Gymnema sylvestre (Anu et al. 1994) and Uraria picta (Anand and Kutty 1995),
adenine sulphate was used for shoot regeneration, while adenine was used in
Cephaelis ipecacuanha (Jha and Jha 1989) Azadirachta indica (Arya et al.
1995) and Siatia grosvenorii (Liang et al. 1995).
Exogenous GA3 is known to stimulate flower, root and shoot morphogenesis.
Zhang and Leung (2002) reported that the presence of GA3 in the medium
enhanced in vitro shoot development in Gentiana species. GA3 has also been
reported to have a rejuvenating effect on mature tissues (Shakirova et al. 2001).
Similar effect was also observed in Scopolia parviflora in which addition of GA3
to culture media promoted shoot proliferation from rhizomes (mature tissues).
In cultures of Tylophora indica, addition of ascorbic acid to the plant growth
regulator-supplemented medium was found to be essential for initial bud-break
and further shoot multiplication (Sharma and Chandel 1992). Initial wash for
ten minutes in antioxidant solution (citric acid and ascorbic acid 250 mgl-1 each)
helped in reducing browning of buds, nodes and hypocotyl and leaf segments,
which were employed for culture initiation in Minthostachys andina (Castillo
and Jordan 1997). Further, the strong browning effect observed in in vitro
cultures, was partially overcome and morphogenic response was enhanced by
using one of the following antioxidants: glutathione at 15 and 25 mgl-1; L-
cysteine at 15 mgl-1; PVP at 50 mgl-1 or amino-oxy-acetic acid at 10 mgl-1. The
effect of additives such as maize extract, phloroglucinol and adenine sulphate
has also been described by Butiuc-Keul and Deliu (2001) in Arnica montana, a
medicinal plant of Europe and North America.
1.4.2.2 Shoot regeneration
There are several reports discussing adventitious shoot regeneration and factors
affecting it in medicinal plant species from explants devoid of meristems.
Adventitious shoot regeneration is known to affect the genetic uniformity by
causing large-scale genome rearrangements thereby resulting in somaclonal
regenerants. The occurrence of somaclonal variants is, however, of great
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significance for genetic improvement. Further, efficient plant regeneration
protocol is pre-requisite for the application of in vitro genetic transformation
technique.
Shoot organogenesis takes place either, directly or, through callus formation
from explants such as leaf, petiole, cotyledon leaves, internode, root and
hypocotyl. For instance, young leaves were the best source of explants, both for
caulogenesis and regeneration in Artemisia absinthium (Nin et al. 1996).
Similarly, shoot bud induction was observed from all over the surface of leaf
explants in Withania somnifera. However, the frequency of explants responding
to regeneration varied with the size and the type of culture vessel used (Kulkarni
et al. 1996). It has been suggested that amount of ethylene and CO2 present in
culture vessel influences organogenesis. The culture vessels with cotton plugs
allow free exchange of gas and hence are more conducive for growth of tissues in
vitro.
In Bacopa monnieri, in vitro-derived leaves were found to be superior
explant material for shoot regeneration in comparison to field-grown plants
(Shrivastava and Rajani 1999). The source of the leaf explant as well as the
choice of gelling agents was found to influence shoot-induction and eventual
shoot growth in Bacopa monnieri (Shrivastava and Rajani 1999). The tissue
culture reports in Bacopa monnieri confirmed a high-frequency regeneration
system for repeated harvesting of the shoots from the original explant, which
could be exploited further in commercial breeding and genetic improvement
through genetic engineering (Tiwari et al. 1998, Shrivastava and Rajani 1999,
Tejavathi and Shailaja 1999).
The choice of growth regulators employed also influence the response of the
explant towards shoot bud regeneration. A combination of GA3 and BAP induced
multiple shoot formation in leaf explants of Saussurea lappa (Arora and
Bhojwani 1989) and Naregamia alata (John et al. 1997), whereas BAP alone
was found optimal for shoot regeneration in Mentha arvensis (Phatak and
Heble 2002). Most of the other studies have reported combined use of auxin and
cytokinin for improved efficiency of shoot regeneration, such as, in leaf explants
of Valeriana wallichi (Mathur and Ahuja 1991), Artemisia absinthium (Nin et
al. 1996), Withania somnifera (Kulkarni et al. 1996) and Thapsia garnica
(Makunga et al. 2003). Auxins alone were found to induce shoot regeneration
from leaf explants of Drosera rotundifolia (Bobak et al. 1995) and Eucomis
poleevansii (McCartan and Van 1995). Addition of adenine sulphate (5.0 mgl-1)
to the culture medium increased the growth of shoot buds in case of leaf and
hypocotyl explants of Psoralea corylifolia (Saxena et al. 1997). In Celastrus
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paniculatus, Nair and Seeni (2001) reported regeneration in medium
supplemented with BA along with IAA or NAA from leaf base and internode
explants. However, in Bacopa monniera growth regulators were not found
indispensable for shoot regeneration, wherein Tiwari et al. (2006) reported
direct shoot regeneration by culturing internodes and leaf explants on MS
medium supplemented with trimethoprim (an antibiotic) or bavistin (a
fungicide).
Internodes have been frequently employed for inducing organogenesis.
Internode explants of Cephaelis ipecacuanha were reported to show direct shoot
regeneration from epidermis when cultured on GR-free MS medium; the
presence of 0.01-0.1 mgl-1 BAP or 0.1 mgl-1 kinetin in the medium increased the
number of shoots produced per internode segment (Yoshimatsu and Shimomura
1991). Misra and Chaturvedi (1993) reported that the regeneration potential of
first internode of Rosmarinus officinalis was more than that of second
internode. Within an internode it was found greater in the upper end than in the
lower end. Also, as expected, the concentrations of auxin and inorganic salts
present in the medium played an important role in determining regeneration
frequencies. Similarly, Kanjilal and Datta (2000) reported shoot organogenesis
on Knudson media supplemented with BAP and NAA from stem section of
Geodorum densiflorum.
Despite the fact that establishing aseptic cultures from root explants is a
cumbersome exercise, excised roots have been successfully used for inducing
adventitious shoots in many plant species. Adventitious shoots were directly
formed without callus formation in Cephaelis ipecacuanha from the cut ends of
root segments cultured in dark on growth regulator-free B5 semi-solid medium
(Yoshimatsu and Shimomura 1994). On the other hand, presence of BAP (0.2-
0.4 mgl-1) was found most conducive for shoot bud induction in root explants of
Piper longum (Bhat et al. 1995). The use of cytokinins resulted in shoot bud
induction from root explants in Swertia chirata, however, hyperhydricity was
evident in the regenerated shoots (Wawrosch et al. 1999). Hence, a two-step
system (an initial supplement of BAP followed by hormone-free medium) was
employed for shoot regeneration from root explant of S. chirata. Chaudhuri et
al. (2004) studied the effect of different cytokinins, explant age and explant type
on Tylophora indica regeneration. Apical and sub-apical root segments
promoted direct shoot organogenesis on BA supplemented media at a
concentration of 10.72 M.
Indirect shoot regeneration has also been reported in many medicinal plants.
Martin (2002) studied regeneration in Holostemma ada-kodien from basal end
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of the nodal explants on MS media supplemented with 1.5 mgl-1 of BAP. It was
found that the addition of AgNO3 prevented abscission of leaves and shoot tips,
which otherwise hindered proper growth of the plants. Shoot regeneration was
induced in disk tissues of young leaves of Hydrastis canadensis when callus
induced on NAA + TDZ supplemented media was transferred to media
supplemented with either BAP and Kn combined or TDZ alone (Bedir et al.
2003). Sharada et al. (2003) reported indirect organogenesis in Celastrus
paniculatus from cotyledonary leaf derived callus.
1.4.2.3 Somatic embryogenesis
In plant tissue culture, somatic embryogenesis is the process of embryo
initiation and development from vegetative and non-gametic cells (Bhojwani
and Razdan, 1996). Somatic embryos (SEs) are bipolar structures produced
from the tissues of somatic origin. Their induction is the result of acquisition of
totipotency by mature plant cells when they are exposed to a suitable
concentration of plant growth regulators. Plants generated via somatic
embryogenesis generally give rise to truly clonal populations as compared to
shoots produced from regeneration processes with intervening callus phase.
These plants are derived from meristematic cells, which are by nature
genetically stable and a strong selection occurs in favour of genetically normal
cells during somatic embryo development (Vasil 1994). Somatic embryogenesis
may also occur indirectly via an intervening callus phase (Murhty and Saxena
1998, Krishnamurthy 1999 and Hariharan et al. 2002).
Somatic embryogenesis, ever since it was first reported in carrot (Reinert
1958, 1959 and Steward et al. 1958), has been regarded as a suitable system for
the investigation of various morphological and physiological phenomena
(Nomura and Komamine 1995).
The technique has been successfully employed for micropropagation of elite
genotypes of forest-trees (Gupta et al. 1993), ornamentals (Yantcheva et al.
1998) and endangered medicinal plants (Wakhlu and Sharma 1998, Das et al.
1999a and Choffe et al. 2000, Park and Facchini 2001 and Martin 2004). It is
also considered an alternative method for mass multiplication through
encapsulation in the form of synthetic seeds and ex situ conservation
(Redenbaugh et al. 1991 and Jung et al. 2004). Somatic embryogenesis through
plant cell suspension cultures offers a promising tool for unlimited production of
plants with functional root and shoot meristems. Further, there lies immense
scope for process optimisation and control (Vasil 1994), which can overcome the
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reported problems of uneven and problematic conversion of somatic embryos to
robust seedlings (Janick 1993).
Most protocols for somatic embryogenesis employ 2,4-D, a strong auxin or
an auxin-cytokinin combination in the primary culture medium (proliferation
media) to support both cell proliferation and induction of embryogenesis. The
pro-embryogenic mass present in cultures maintained on a medium containing
auxins generally expresses all the genes necessary to complete the globular stage
of embryogenesis (Zimmerman 1993). Despite the predominant role of 2,4-D in
SE induction, successful use of other auxins such as NAA along with TDZ in
Pimpinella tirupatiensis (Prakash et al. 2001), IAA along with BA and TDZ in
Echinacea purpurea (Choffe et al. 2000), NAA and BAP in Catharanthus roseus
(Junaid et al. 2006) have also been reported.
Interestingly, in case of Piper nigrum (Joseph et al. 1996) and Panax
ginseng (Choi et al. 1997), exogenous growth regulators were neither essential
for callus formation nor for proliferation, and were also not required for the
development of somatic embryos. These observations suggest that endogenous
hormones may regulate the entire process of somatic embryogenesis.
It has been observed that the process of somatic embryogenesis continues on
a basal medium after the initial somatic embryo development on hormone-
supplemented media. It is usually considered that exogenous growth regulators
must be omitted for normal somatic embryo development in tissue cultures of
many plant species (Ammirato 1983). These observations have been
corroborated by studies in Acanthopanax senticosus (Gui et al. 1991),
Catharanthus roseus (Kim et al. 1994), Glehnia littoralis (Hirai et al. 1997),
Ceropegia candelabrum (Beena and Martin 2003), Andrographis paniculata
(Martin 2004) and Rotula aquatica (Chithra et al. 2005).
In some species, such as, Panax ginseng (Shoyama et al. 1988), Bunium
persicum (Wakhlu et al. 1990), Bacopa monniera (Tiwari et al. 1998), and
Sapindus trifoiatus (Borad et al. 2001), somatic embryos were induced by an
auxin, while the presence of a cytokinin favoured their maturation and
germination.
In Begonia gracilis, red light (45 µmol m-2s-1) enhanced somatic
embryogenesis in comparison to continuous dark (Castillo and Smith 1997),
while in Oldenlandia umbellata, diffused light conditions were effective for
somatic embryogenesis (Rao and Bahadur 1990). Similarly in Salvia species, low
light intensity (50 µmol m-2s-1) favoured callus formation and induction of
somatic embryos (Kintzios et al. 1999). However, in some cases such as
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Corydalis yanhusuo (Sagare et al. 2000) and Aloe barbadense (Wu 2000) light
was found to inhibit formation of embryogenic callus.
Carbon source and concentration has a marked influence on maturation and
subsequent germination capacity of somatic embryos. Choi et al. (2002) and
Choi and Jeong (2002) reported that sucrose levels play a significant role in
subsequent maturation and germination of Panax ginseng somatic embryos. At
a low concentration of sucrose (1.5%), maturation and germination of the
somatic embryos occurred immediately. However, at 6% sucrose concentration,
somatic embryos did not germinate although this could be overcome by GA3
treatment. On the other hand, Datta et al. (2006) reported improvement in
embryo quality on pre-treatment of explants with 1.0 M sucrose at 4 0C in Taxus
wallichiana. A reduction in sucrose level from 3.0 to 1.5% raised somatic
embryo formation in Piper nigrum (Joseph et al. 1996), while a higher sucrose
level of 5.8% was found optimal in R. vomitoria (Tremouillaux-Guiller and
Chenieux 1991), 10% in P. ginseng (Asaka et al. 1994), 5% in Murraya
paniculata (Jumin and Nito 1995) and 7% was found optimal in Taxus
wallichiana (Datta et al. 2006).
Reduced nitrogen in proper combination with nitrate enhanced somatic
embryogenesis in Digitalis lanata (Reinbothe et al. 1990) and Glehinia littoralis
(Hirai et al. 1997). Certain additives have been used for induction and
germination of somatic embryos. For instance, coconut water at 2-10% was
added in the medium for somatic embryo induction in Begonia gracilis (Castillo
and Smith 1997) and absicisic acid (10.5 mgl-1) was used in Digitalis lanata
(Reinbothe et al. 1990) and Taxus brevifolia (Chee 1996). ABA in liquid MS
media was also employed for somatic embryogenesis in Aralia cordata
(Kangseop et al. 2002). Ascorbic acid at 0.1% concentration in Oldenlandia
umbellata (Rao and Bahadur 1990) and charcoal at 1% in Taxus brevifolia
(Chee 1996) were found optimal for induction of somatic embryogenesis. In case
of Heracleum candicans, mature embryo formation was significantly affected by
pH of the medium and by addition of 2.0 mgl-1 AgNO3 and 1.0 mg l-1 ABA in MS
medium (Wakhlu and Sharma 1998). In Andrographis paniculata, the embryo
maturation was influenced by addition of silver nitrate to half strength MS liquid
media (Martin 2004).
In many species such as Panax ginseng (Arya et al. 1991), Aconitum
heterophyllum (Giri et al. 1993), Cymbopogon flexuosus (Nayak et al. 1996),
and Tylophora indica (Chaudhuri et al. 2004), growth regulators such as GA3,
BAP and IBA have been used for somatic embryo germination and plantlet
conversion. A chilling treatment (-2 oC for over 8 weeks) was found to be an
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essential pre-requisite for germination of P. ginseng somatic embryos (Choi et
al. 1999).
Various studies have demonstrated that embryogenic cell suspension
cultures derived from a broad spectrum of plants, including medicinal plants
can be grown in bioreactors. The cultures of embryogenic cell suspensions of
Euphorbia pulcherrima (Preil et al. 1988) were used to study the parameters
influencing somatic embryogenesis. Park and Facchini (2001), reported somatic
embryogenesis from embryogenic cell suspension cultures of Eschscholzia
californica and described the effects of media composition, gyratory shaker
speed, various carbon sources, different cytokinins and AgNO3 on efficiency of
somatic embryogenesis. In fact, suspension cultures were found to be superior
to semi-solid media in terms of embryogenic callus production in Rotula
aquatica (Chithra et al. 2005). Recently, Nair and Dutta (2006) reported a
standardised single flask system for proliferation, maturation and conversion of
secondary somatic embryos in black pepper (Piper nigrum) L.
Mass propagation via organogenesis of Stevia rebaudiana, an important
source of non-caloric sweetener named stevioside, was achieved in a 500 l
bioreactor (Akita et al. 1994). Choi et al. (2002) standardised mass production
of Siberian ginseng plantlets through large-scale tank culture of somatic
embryos and reported approximately 12,000 embryos per 500-ml flask after 4-
weeks of culture. The production was scaled up to 10 litres in a bubble-lifting
tank culture system. Besides the culture conditions and growth regulators
balance, the aeration and agitation of the cultures is considered equally
important. Albeit the considerable progress that has been made in the past,
improvements in bioreactor design and culture conditions are still required.
It can be concluded that presently the technology of embryogenic cell
suspensions in bioreactors is still in the nascent stages and cannot be
successfully taken up for commercial ventures.
1.4.3 Elongation and rooting
Once the objective of mass multiplication is achieved, the regenerated shoots are
rooted on suitable culture media or treated as micro-cuttings for ex vitro
rooting. Since shoot multiplication is achieved on a high cytokinin
supplemented medium, it is imperative to bring the endogenous levels in favour
of auxin. Also, the shoots should be elongated to a specific length before being
used for root induction. The inoculation of shoots on a basal medium or on
media supplemented with auxin, helps in shoot elongation.
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In some medicinal plants, such as Acmella oppostifolia (Salgado-Garciglia et
al. 1996), Alpinia galanga (Borthakur et al. 1998), Ochreinauclea missionis
(Dalal and Rai, 2001), Scopolia parviflora (Kang et al. 2004) and Tylophora
indica (Chaudhuri et al. 2004), elongation of regenerated shoots was found
adequate on basal medium.
However, in many other cases shoot elongation is favoured by the addition of
additives. For instance, GA3 promoted shoot elongation in Ocimum
americanum (Pattnaik and Chand 1996) and Vitex negundo (Rani and Nair,
2006), adenine sulphate in O. sanctum (Pattnaik and Chand 1996), ascorbic
acid in Psoralea corylifolia (Saxena et al. 1997), coconut milk in Gymnema
elegans (Komalavalli and Rao 1997) and calcium pantothenate along with biotin
in Azadirchata indica (Joshi and Thengane 1996).
Interestingly, Shibata et al. (1996) reported shoot elongation when the
shoots were transferred to MS medium supplemented with a much lower
concentration of sucrose (1%) and solidified with 0.2% gelrite in Croton
sublyratus. Consequently, the use of basal medium for shoot elongation renders
the micropropagation protocol economical and simpler.
Rooting of in vitro developed shoots also show variable response depending
on the plant species. In some plant species in vitro rooting is largely genotype
dependent with shoots rooting spontaneously during multiplication stage and
thereby obviating the inclusion of separate rooting stage. In other species, basal
medium encourages root formation. Also, in some species root formation is
often inhibited by cytokinins, which are important for shoot multiplication
(Debergh and Maene 1981, George and Sherrington 1984). Rooting is
significantly affected by the ionic strength of the medium and hence low ionic
strength medium such as White's (1963) are also frequently employed for in
vitro rooting due to the need for only a small amount of total nitrogen (George
and Sherrington 1984). Kang et al. (2004) employed basal B5 medium
(Gamborg et al. 1968) for root induction in Scopolia parviflora. However, in
most of the medicinal plants, reduced strength is mostly confined to MS
medium (Koroch et al. 1997, Ajithkumar and Seeni 1998, Prakash et al. 1999,
Nair and Seeni 2001, Joshi and Dhar 2003). In Croton sublyratus, in vitro root
induction was best optimised when shoots were inoculated in 1/10 MS medium
supported by vermiculite (Shibata et al. 1996). Similarly, 90% of the excised
shoots of Coleus forskohlii formed roots on MS basal medium within 20 days
(Sen and Sharma 1991). On the other hand, the common practice to transfer
rootable shoots from high strength medium to lower strength solutions did not
work in Cephaelis ipecacuanha (Jha and Jha 1989).
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Sahoo and Chand (1998) reported that excised shoots of Vitex negundo,
which is a woody aromatic medicinal shrub, failed to produce roots on full or
half strength media (with or without growth regulator) even after 40 days of
culture initiation. On the other hand, 94% of shoots induced rooting when 1/2
strength MS medium was augmented with IAA and IBA each at 1.0 mgl-1, thus
emphasising the role of auxins during root induction. Similarly, in Bixa
orellana, hormone-free B5, 1/2 MS or MS medium failed to develop good roots
and for inducing healthy root system, 12 week-long sub-culturing was required
on MS medium supplemented with 0.01 and 0.5 mgl-1 NAA (Sharon and D‟souza
2000).
In Coleus forskohlii and Hemidesmus indicus, basal medium failed to induce
rooting, but various auxins like IAA and IBA readily induced rooting (Sharma et
al. 1991, Patnaik and Debata 1996). Thus, the role of auxins in root induction has
been reaffirmed as also illustrated in Dioscorea bulbifera (Nair and Seeni 2001),
Ochreinauclea missionis (Dalal and Rai 2001), Crateva magna (Benniamin et
al. 2004) and Mandevilla illustris (Biondo et al. 2004). However, in several
studies, root suppression has been noticed on addition of these growth
regulators. For instance, in Hybanthus enneaspermus, 9.6 M IBA suppressed
rooting and caused extensive callusing at the basal portion of differentiated
shoots (Prakash et al. 1999), whereas 4.8 M IBA was found optimal for root
initiation.
Pulse treatments or dipping of rootable shoots in solution of root inducing
growth regulators such as NAA and IBA has been widely used for root initiation
in many medicinal plants, such as, Rauvolfia tetraphylla (Sharma et al. 1999)
and Swertia chirata (Wawrosch et al. 1999), Lagerstromia parviflora (Tiwari et
al. 2002) and Thapsia garganica (Makunga et al. 2006). In Gmelina arborea
2.0 mgl-1 IBA resulted in senescence and eventual abscission of leaves, however
100% rooting occurred when cut ends of microshoots were pulse treated with 50
mgl-1 IBA and transferred to vermiculite directly (Kannan and Jasrai 1996).
Luna et al. (2003) reported a two-step rooting in Ilex dumasa. An initial three-
week inoculation on quarter strength semisolid MS media supplemented with
0.15% sucrose and 7.3 M IBA was required, followed by transfer to media
supplemented with 20 mM codavarine without any growth hormone.
The concept of in vivo (ex vitro) rooting was conceived in the early eighties,
when Debergh and Maene (1981) described the advantages of ex vitro rooting as
compared to in vitro rooting. Since in vivo rooting combines both the rooting as
well as acclimatisation stages, it effectively reduces aseptic handling and labour
cost incurred otherwise. Ex vitro rooting has been reported for many medicinal
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plants such as, Maytenus aquifolium (Pereira et al. 1994), Isoplexis canariensis
(Arrebola et al. 1997), Bacopa monniera (Tiwari et al. 1998) and Vitex negundo
(Kannan and Jasrai 1998). Arya et al. (2002) treated the clonally produced
shoots of Celastrus paniculatus with a solution containing 100 mg l-1 each of
indole-3-butyric acid (IBA) and naphthoxy-acetic-acid (NOA). These auxin-
pulsed shoots were subsequently treated with 10 mg l-1 solution of chlorogenic
acid for 3 minutes. Of these, 83% shoots rooted ex vitro.
In all these mentioned cases ex vitro induced roots were structurally and
functionally much better as compared to those induced in vitro leading to higher
transplantation success in the former case. Thus, ex vitro rooting leads to better
results and also saves an in vitro step and therefore curtails the cost of in vitro
production of plants.
1.4.4 Hardening and field establishment
In vitro regenerated plantlets are finally acclimatised in a green house prior to
their transfer to natural habitat or fields. The process of hardening and
acclimatisation is a critical step because it finally determines the success of the
micropropagation protocol and thus influences its economics as well. In spite of
this, research in this area is restricted to few commercially exploited species, and
in many instances results are not published but retained confidential by the
industry.
In vitro developed plantlets although green in colour, have heterotrophic
mode of nutrition since they have been maintained in the presence of carbon
source and supplemented with all the necessary macro and micronutrients in
the culture medium. The plants are kept under controlled conditions of
temperature and close to 100% humidity. Once the plants are transferred to pots
with potting mixes of inorganic supplements in a green house, the regenerated
plants have to switch their growth pattern to autotrophic mode. However,
irrespective of the nature of plant species, it is generally accepted that during
this transition phase, cuticle formation, its thickness and stomatal development
are poor. These are coupled with inefficient chlorophyll ratios and lower surface
area, which affects the plant‟s photosynthetic rate. Therefore, as a routine, the in
vitro propagated plants are required to be kept under high relative humidity for
the first few days after being taken out of culture vessels. For instance, in
Hedeoma multiflorum glass covers were used to ensure high humidity around
the plants in the initial stages of acclimatisation and were gradually opened for
longer duration day by day during the hardening process (Koroch et al. 1997).
Similarly, high humidity conditions were required for four weeks in Excoecaria
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agallocha (Rao et al. 1998) in order to obtain 95-100% survival. In Trichopus
zeylanicus, 80% of the plants transferred directly to the nursery were lost;
whereas those hardened for 4 weeks in humidity chamber showed 85% survival
(Krishnan et al. 1995). In Thapsia garganica inclusion of 2% polyethylene glycol
(w/v) in the growth medium or ventilation of cultures prior to acclimatisation
resulted in better hardening success (Makunga et al. 2006). These instances
suggest the importance of acclimatisation step, absence of which, results in
drastic mortality during final transplantations.
However, as an exception, some plant species do not require acclimatisation
before transplantation. For instance, plantlets of Glehnia littoralis did not
require any covering on transfer to field as they had well-developed cuticle on
the surface of leaves and small ratio of surface area to fresh weight of leaf blade
(Hiraoka and Oyanagi 1988). Krishnan and Seeni (1994) also reported transition
of Woodfordia fruticosa (a rare medicinal plant) plantlets to field without
hardening. Thus, in certain exceptional cases as mentioned here, acclimatisation
step can be foregone, without much loss.
Usually acclimatisation temperatures are akin to the ideal growing
conditions of the species under consideration. Low temperature conditions were
found essential during acclimatisation of medicinal plants such as Aconitum
napellus (Watad et al. 1995), Swertia chirata (Wawrosch et al. 1999) and
Valeriana wallichi (Mathur et al. 1988) that inhabit 1,500 to 3,000 m altitudes
in temperate Himalayas. The plant survival was optimal at 17 to 20 0C
temperature and most of the plantlets died at 25 0C temperature.
Different potting mixes also has significant role in determining survival
percentage in some plant species. Sahoo and Chand (1998) used four different
substrates (vermiculite, vermicompost, soilrite mix and garden soil) separately
for hardening of Vitex negundo plantlets inside the environmentally controlled
growth chamber. The percentage survival was highest in vermicompost (93%)
followed by soilrite mix (80%), garden soil (63.3%) and vermiculite (60%).
It is thus evident that each stage of micropropagation has its own
significance while developing a viable micropropagation protocol. Every step of
micropropagation is influenced by different factors, and in absence of
understanding the significance of these factors the seemingly innocuous step can
itself become the limiting step during optimisation of a viable tissue culture
protocol.
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1.5 Somaclonal variations and their detection by molecular markers
Micropropagation techniques offer the possibility of cloning millions of
plants under disease free conditions. However, the technique must be carefully
applied due to the reported incidences of somaclonal variation (D‟Amato 1978,
Skirvin 1978, Larkin and Scowcroft 1981, Larkin et al. 1984, Swartz 1990 and
Rani et al. 1995).
Somaclonal variation can be associated with different types of genetic
changes such as the numerical and structural chromosomal changes, expansion
or contraction of the genetic regions, activation of transposable elements,
changes in DNA methylation patterns including, point mutations (Scowcroft
1984 and Phillips et al. 1990). Among these, the chromosomal rearrangements
resulting due to late or delayed replication of heterochromatin during cell
division phase of clonal multiplication steps are considered the most prevalent
(Rani and Raina 2000).
Chromosomal breakage in tissue culture is affected by breakdown of cell
cycle controls and is also induced by alteration in the methylation pattern
(Phillips et al. 1990, 1994). Single nucleotide changes arise due to deamination
of the methylated cytosine resulting in a C to T or G to A transition or due to
errors in the DNA replication or repair machinery (Bretell et al. 1986 and Dennis
et al. 1987). All these changes are interrelated events, which ultimately result in
the loss of normal cell controls, and hence lead to in vitro produced somaclonal
variations.
Since somaclonal variations are manifested in the form of morphological,
cytological or chemotypic changes, therefore, different marker systems such as
the morphological, cytological and biochemical markers have been used to
screen out these variants. However, of late, molecular markers (described in
section 1.3.1) are routinely used for the analysis of any somaclonal variations
that might have resulted during the micropropagation period. Table 1.5 provides
a list of micropropagated medicinal plants whose genetic uniformity was
assessed by using different molecular markers.
Shenoy and Vasil (1992), Kidwell and Osborn (1993), and Nelke et al. (1993)
have reported the successful use of RFLP to ascertain clonal fidelity of tissue-
cultured plantlets of Napier grass, alfalafa and red clover respectively. Molinari
et al. (2003) used RFLP technique for analysis of regenerated plants of
Paspalum simplex. An analysis of the regenerated plant‟s genome revealed an
absence of variation for apomixis controlling regions, whereas various degree of
variations were detected for DNA methylation sites of the same loci. Jaligot et al.
Review of Literature
(2002) employed methylation sensitive RFLP for characterisation of oil palm
showing somaclonal variation associated polymorphism.
RAPD technique employs random primers for screening the genome and has
been used to detect the off types from micropropagated plants such as Panax
notoginseng (Shoyama et al. 1997), turmeric (Salvi et al. 2001) Lilium (Varshney
et al. 2001) and Musa species (Newbury et al. 2004).
In AFLP, DNA fragments are amplified using primers specific to adapters
that are ligated to these fragments. Vendrame et al. (1999) made comparisons
between and within embryogenic cell lines/ cultures (cultures derived from
single cells or small groups of similar cells) of pecan (Carya illinoinensis) using
AFLP technique. Variations were detected between different culture lines,
however, embryos derived from individual culture lines showed similar banding
profiles. Singh et al. (2002) availed AFLP markers for establishing clonal
fidelity of tissue culture-raised neem plants. Seven primer combinations
revealed a monomorphic pattern across the mother tree and its progeny.
Microsatellite, a class of repetitive DNA sequences, are known to be
abundant and hypervariable sequences and therefore an interesting tool to
investigate variation in sequences during tissue culture processes. Chowdari et
al. (1998) made an attempt to assess the effect of tissue culture and regeneration
on DNA variation at microsatellite loci in R2 progeny of callus derived rice
plants. The technique employed enabled successful monitoring of DNA changes
in successive generations of somaclonal variants. Palombi and Damiano (2002)
detected genetic variations induced in micropropagated plants of Actinidia
deliciosa by SSR markers. Primers designed on microsatellite sequences are
used for amplification in ISSR marker assay. Leroy et al. (2000, 2001),
employed ISSR markers for detecting in vitro generated genetic instability in
cauliflower.
Table 1.5 Molecular marker assisted studies for assessing the genetic fidelity of some of the tissue-cultured medicinal plants
Plant Molecular
assay
Comments Reference
Aegle marmelos Isozymes
assay
No somaclonal variation were
observed in the isozyme patterns on
the polyacrylamide gel
Ajithkumar and
Seeni 1998
Arnica montana Isozyme assay Isoesterase profile of the regenerants
and the mother plant was compared
Butiuc-Keul and
De 2001
Azadirachta indica AFLP No somaclonal variation detected Singh et al. 2002
Chlorophytum
arundinaceum
RAPD Five arbitrary decamers were
employed for assessing genetic
stability
Lattoo et al. 2006
Review of Literature
Plant Molecular
assay
Comments Reference
Codonopsis
lanceolata
ISSR and
RAPD
15.7 and 24.6% genomic variation was
detected with ISSR and RAPD
markers, respectively in the 63
regenerants analysed
Guo et al. 2006a
Curcuma anada RAPD 10 random primers generated 103
scorable bands, including nine which
were absent in the control
Prakash et al.
2004
Curcuma longa
(Turmeric)
RAPD 16 decamer primers were used and no
polymorphism was detected
Salvi et al. 2001
Cymbopogon species RAPD Molecular diversity in relation to the
oil-chemotypic variations
Sangwan et al.
2001
Cymbopogon species RAPD The somalcones identified by RAPD
analysis were employed for selecting
elite somaclones
Nayak et al. 2003
Digitalis obscura RAPD Variations observed in banding profile
of mother plants and regenerants
derived from cryo-preserved tissue
Sales et al. 2001
Dioscorea floribunda RAPD Ten RAPD primers produced a total of
5120 bands of which only one was
polymoprhic, revealing genetic
stability
Ahuja et al. 2002b
Drosera anglica and
D. binata
RAPD 20 primers were used to screen 15
randomly selected plants of each
species. No variation was seen in D.
binata, however, 0.08%
polymorphism revealed in D. anglica
Iojkowska and
Kowiak 2004
Hybanthus
enneaspermus
RAPD No variation was observed among the
micropropagated plants vis-à-vis the
mother plants
Prakash et al.
2001
Hypericum
perforatum
Chromosome
count and
VNTR
No changes in chromosome numbers
detected but variations were detected
in the non-coding sequences
Urbanova et al.
2006
Hypericum
perforatum
RAPD Natural genetic variation, ascribed to
alloploid origin and apomictic mode of
reproduction in the plant, was detected
Haluskova and
Kosuth 2003
Mandevilla velutina Biochemical
analysis
Heterogeneity concerning
morphology, differentiation, carbon
assimilation was observed on the cell
cultures
Maraschin et al.
2002
Mentha arvensis RAPD 99.9% homogeneity in the regenerated
plants with respect to the mother
plants
Shasany et al.
1998
Myrtus communis DNA
methylation
patterns
analysed by
HPLC assay
No DNA methylation variations
observed among the micropropagated
and field transferred plants
Parra et al. 2001
Panax notoginseng RAPD Somaclonal variation among somatic Shoyama et al.
Review of Literature
Plant Molecular
assay
Comments Reference
embryos 1997
Plumbago rosea and
Plumbago zeylanica
RAPD No polymorphism detected among the
regenerated plantlets
Rout 2002
Plumbago zeylanica RAPD 20 arbitrary primers were analysed
and revealed no polymorphisms
among the regenerated plants.
Rout and Das
2002
Rheum rhaponticum Leaf Leaf trichomes, stomatal characters
and epidermal subcellular features
were analysed for detecting variants
Zhao et al. 2006
Robinia ambigua ISSR 32 selected ISSR primers revealed
10.62% polymorphism in the 41
morphologically normal plants
analysed
Guo et al. 2006b
Tylophora indica RAPD 20 random primers were used in the
study and all scored bands were
monomorphic
Jayanthi and
Mandal 2001
Zinziber officinales RAPD 15 primers were used to screen the
progenies; no variation was detected
Rout et al. 1998
It is thus evident that different molecular markers provide good options of
analysing genetic uniformity of micropropagated plantlets, which can screen
different parts of the genome.
1.6 Biochemical analysis of medicinal plants
Biochemical analysis of medicinal plants is an essential prerequisite for
determining the phyto-chemical biodiversity of the target species. Large
variations can be found in the active principles of medicinal plants growing in
different geographical locations. Intra- and inter-population chemotypic
profiling of wild medicinal plants is very essential as it helps to define elites or
the better performers among the different samples collected. However, most of
the medicinal plants, excluding Papaver somniferum, P. bracteatum, Cinchona
spp. Digitalis lanata, Chamomilla recutita and Mentha piperita are still
genetically “wild” types (Tyler 1988, Chomchalow 1993). Also, biochemical
analysis of the micropropagated plants is recommended in establishing the
biochemical profile of the regenerants vis-à-vis the donor plant.
Several research groups have attempted to achieve the above objectives.
Eighteen populations of Hypericum perforatum were tested for morphological
as well as biochemical phenotypes for two consecutive years. In the study, a
hyperosid-rich chemo-variety with low rutin content was distinguished
involving two accessions of different origins. The study also determined three
Review of Literature
kinds of hypericin production and accumulation tendencies during the three-
year cycle of the plant. Further, it was also established that harvesting with
flowering top is advantageous for obtaining maximum biochemical yield of this
herb. Kirakosyan et al. (2004) also analysed 15 genetically distinct populations
and 10 cultivars of Hypericum perforatum (also called St. John‟s wort) from
Armenia and North America to identify superior plant germplasm vis-à-vis
secondary metabolite content. The study concluded that the population from
Armenia accumulated higher levels of hyperforin where as the North American
samples were rich in hypercins. Chemical characterisation of basil (Javanmardi
et al. 2002) established drastic variations between different accessions analysed.
Unusual basil accessions were identified during the study and these can serve as
genetic resource for crop improvement.
Once the candidate elites have been established, their cultivation becomes a
commercially lucrative option as it renders greater control over quality and
supply of the raw material. Variation in phyto-chemical profile due to
environmental effects is a critical factor while considering the cultivation of
medicinal plants. The use of controlled environment can overcome cultivation
difficulties and can help to manipulate the phenotypic variations in bioactive
compounds. For instance, shade grown Mentha piperita was found to have
lower essential oil content (1.09 and 1.43%) and lower menthol content (57.5
and 61.8%) compared with Mentha piperita grown in direct sunlight
(McChesney 1999). Similarly, cool grown Papaver somniferum (poppy) contains
more morphine but has lower alkaloid content than the warm grown poppy
(McChesney 1999). Thus, an understanding of how environmental factors affect
phytochemical production will be of great importance towards optimising field
growth conditions for maximal recovery of the phyto-medicinal compounds.
In vitro studies conducted on medicinal plants such as Eclipta alba (Franca
et al. 1995) and Coleus forskohlli (Sharma et al. 1991) have established the utility
of tissue culture for larger scale production of medicinal plants with metabolite
profile similar to or at times comparably higher than that of the donor plants.
Micropropagated plants of Coleus forskohlii were considered to be potential
source of forskolin, because their metabolite content was found equal to wild
plants (Sharma et al. 1991). In Ocimum basilicum, Dwivedi et al. (2000)
observed that original profile of the in vitro lines was maintained after sub-
culturing for eight passages. In Corydalis ambigua different genotypes showed
variable metabolite profile, however they were not significantly different from
the corresponding alkaloid content in wild plants (Hiraoka et al. 2001). Tissue
culture raised plants of Mentha arvensis showed similar essential oil profile as
Review of Literature
that of the parent plants (Phatak and Heble 2002). Leveille and Wilson (2002)
on analysis of tuber tissue of micropropagated Harpagophytum procumbens
detected iridoids at concentrations comparable with those found in wild plant
material. Castillo et al. (2002) reported similar valepotriate content in samples
of in vitro cultures in comparison to the roots and rhizomes of wild plants of
Valeriana edulis.
In Hyoscyamus niger, hyoscyamine and scopolamine was found in the roots
of the whole plant, however in callus cultures only hyoscyamine was detected
(Eemay et al. 2003). Sivakumar and Mukundan (2003) detected diterpene
glycosides by high-pressure thin layer chromatography (HPTLC) technique in
Stevia rebaudiana. Highest sweetener content was detected in callus cultures.
The above-mentioned studies indicate that the active metabolite content of
the micropropagated plantlets remains comparable to that of the plants growing
in the wild and hence corroborate the efficacy of the micropropagation
techniques for commercial production of medicinal plants. Murch et al. (2004)
identified 26 chemically distinct germplasm lines of Scutellaria baicalensis
(Huang-quin) in population derived from in vitro regeneration. Such studies
document the role of in vitro manipulation of medicinal plants combined with
metabolic screening for production of new germplasm.
Thus, medicinal plant biotechnology needs to design and implement a
holistic approach involving different technologies, as described above to achieve
the dual objective of conservation as well as sustainable utilisation and
management of the valuable resource.