graphic of an influenza virus. The protruding parts (molecules) represent the hemaglutinin and neuraminidase
antigens.
The immune system and the microbes it tries to fight off work on a
recognition and
attachment system that is based on
shapes. A virus has to have a way to attach to the outer membrane of a cell before it can invade the cell.
In the case of influenza, it does so by means of the hemaglutinin (H) and neuraminidase (N) antigens sticking up on the outside of the virus. These antigens lock onto shapes (molecules) called receptors on the surface of our cells. (Most of this docking seems to be via the H-antigen and the role of the N-antigen was, at least 10 years ago, not so well known.)
The immune system's recognition and attachment system is thus based on a lock-and-key type of arrangement. Obviously, the shape of the virus antigen cannot change so radically that it can no longer perform its function and lock on to a human receptor molecule. But, it
can change its shape so severely that the other components of the immune system like antibodies can no longer
readily recognize it
Influenza A has a tendency to change the shapes of its antigens fairly quickly compared to change that occurs in the rest of the virus and compared to other viruses. Every year these outer "shapes" evolve considerably: this is antigenic drift. It is fairly fast change, but still could be considered in the vernacular to be '
evolutionary change.'
However, you can think of antigenic shift as '
revolutionary change.' This is what causes pandemics. Most think that antigenic shift is caused by swapping genes with bird flu viruses. In this case the other components of the immune system can no longer recognize it at all plus the gene swapping may cause it to have symptoms and lethality that are different and more severe than either of the two original viruses.
Here I am shifting to citing John M. Barry's book,
The Great Influenza, Chapter 2, "The Swarm." He is talking about the 1997 Hong Kong outbreak of avian flu in humans. He notes that normally an avian flu could not bind to a human cell, but in this case there was enough change in the bird flu to where it could do so. It infected 18 people and 6 of them died, but he notes that it did not adapt to humans otherwise and all those who got sick got the virus directly from birds. He says (emphases are mine):
"But the virus can adapt to man. . . .For one final and unusual attribute of the influenza virus makes it particularly adept at moving from species to species.
. . .it also has a segmented genome . . Therefore if two different influenza viruses infect the same cell, "reassortment" of their genes becomes very possible.
Reassortment mixes some of the segments of the genes of one virus with some from the other. It is like shuffling two different decks of cards together, then making up a new deck with cards from each one . .
If the Hong Kong chicken influenza had infected someone who was simultaneously infected with a human influenza virus, the two viruses might have easily reassorted their genes. They might have formed a new virus that could pass easily from person to person."
The key here is two viruses infecting the same cell and then mixing it up to produce H- and N-antigens that we have no immunity to.
Barry also has a nifty explanation of "recombination" and I would like your opinion of how accurate his analogy is as well as of the one above he uses for reassortment. He says:
"Recombination means taking part of one gene and combining it with part of another gene. It is like cutting all the cards of two decks in pieces, taping the pieces together randomly, then assembling the first fifty-two for a new deck."