1. Introduction
The root of Chinese sage (
Salvia miltiorrhiza Bunge), also known as Danshen or Tanshen, has been used for thousands of years as a top-grade traditional Chinese medicine since it had been documented in
Shen Nong Materia Medica [
1,
2]. The main bioactive compounds in the dried root of Chinese sage are tanshinones and related quinones, which are chiefly used for treating cardiovascular diseases and also heart pain [
2,
3,
4]. More than 30 tanshinones have been isolated from the root of Chinese sage, with the four major tanshinones being, cryptotanshinone (CT), tanshinone I (T-I), tanshinone IIA (T-IIA) and dihydrotanshinone I (DT-I) [
2,
3]. In addition the phenolic compound, salvianolic acid B (SA-B), accumulates in the root and it has potent therapeutic effects on cardiovascular diseases [
2,
4,
5].
The scientific research on Chinese sage have mainly focusing on in vitro culture techniques, hairy root induction, polyploid breeding, and also biosynthesis of medicinal constituents [
1,
2,
6]. In vitro culture protocols have been established for nutrient feeding, elicitor stimulation and medium optimization, for enhancing tanshinone production [
2]. However, only a few protocols were proposed for micropropagation, and the regeneration pathway via adventitious shoot induction [
6]. However, these protocols have not been used for successful polyploidy induction in Chinese sage.
The induction of polyploidy is an effective technique for producing novel genotypes and also for enhancing agronomic characteristics, as well as studying plant breeding and genetic mechanisms [
7,
8,
9,
10,
11]. Explant type and regeneration pathways are critical in polyploidy induction because these factors affect the ratio of pure polyploids to chimeras [
7,
9,
10]. Autotetraploid plants can be induced using colchicine treatment on Chinese sage, and they used seed-derived bud clumps as the explants to induce tetraploids [
1]. However, the progeny obtained from sexual propagation are not uniform, limiting the practical application. In Gao et al. the rate of polyploidization was evaluated using time-consuming methods and the accumulation of the two major bioactive compounds, DT-I and SA-B, was not determined [
1].
This study establishes a more efficient system for inducing the polyploidy of Chinese sage. First, we used vegetative tissues from clonal plantlets, rather than seed-derived bud clumps, as the explant sources. Second, the polyploids were induced via thidiazuron (TDZ)-enhanced direct organogenesis [
12], and in the presence of extremely low dosage of antimitotic agents to avoid abnormality and excess ploidy. Third, the rate of polyploidy was evaluated using flow cytometry instead of chromosome counting and morphological observation to increase efficiency. Fourth, the major bioactive compounds, including SA-B, CT, DT-I, T-I and T-IIA, were all quantified by high performance liquid chromatography (HPLC) in both of the shoot and the root of tetraploids.
3. Discussion
The in vitro polyploidy of plants could be induced using antimitotic agents, the most commonly used being colchicine [
10] The concentration and exposure time of antimitotic agents are crucial to inducing successful chromosome doubling [
1,
7,
10]. Excessively high doses of colchicine can kill the explant or retard the growth of regenerants [
1,
7,
9,
10]. In addition, high concentrations or long exposure times for antimitotic agents can result in redoubling, causing undesirable high ploidy levels in plants [
1,
9,
10]. A considerable lower dose of colchicine (100 mg/L) could result in a successful induction of tetraploids under the aid of TDZ-inducing organogenesis [
11]. Thus, it appears that the low dosage of colchicine used in this study, prevented abnormal organogenesis and excess ploidy levels.
Explant type is a crucial factor for in vitro polyploidy induction [
10]. Various explant types have been used to induce polyploidy in medicinal plants, such as callus, buds, nodes, seeds, zygotic embryos, and vegetative tissues [
8,
10,
11,
13,
14,
15,
16,
17,
18,
19,
20]. In
S. miltiorrhiza, the seed-derived bud clumps have been primary source of explant used in polyploidy induction [
1]. In theory, seed-derived materials do not have uniform genotypes because they undergo sexual reproduction. In addition, bud clumps possess highly differentiated organs and comprise a certain amount of 2
x cells. When the bud clumps were treated with antimitotic agents, chimeras were present because of the mixture of 2
x with polyploidy cells.
Direct organogenesis without the intervention of dedifferentiation is, an efficient method to reduce unnecessary somaclonal variations [
12,
21]. In this study, the 4
x plants of
S. miltiorrhiza were obtained via direct organogenesis and produced stable polyploids as the 10th generation of clonal regenerants still maintained 4
x polyploidy after four years of subculturing using nodal stem segments.
The advantages of the explant type and the regeneration pathway proposed in this study include the following: (1) The leaf explants can be obtained from uniform plantlets derived from cutting nodal stems; (2) The leaf explant can be induced to directly form adventitious shoots which is an efficient regeneration system; and (3) Chimeras can be avoided by the de novo formation of shoots from the leaf explants at the beginning of the colchicine treatments.
To determine polyploidy, several techniques have been employed, such as chromosome counting, evaluation of anatomical features, flow cytometry, and morphological comparisons [
7,
8,
10,
11,
13,
14,
15,
16,
17,
18,
19,
20]. In 63% of previous publications, flow cytometry was used to evaluate polyploidy [
10]. Gao et al. used chromosome counting and morphological observation to evaluate the polyploids of
S. miltiorrhiza [
1]. These methods are laborious because they involve specific enzymatic treatments and microscopy [
10]. In this study, the use of flow cytometry to evaluate polyploidy was very effective. In addition, the young leaf tissues for flow cytometric analysis can be obtained from plantlets without killing the parent plant.
Gao et al. reported an increase of the tanshinone contents in the polyploidy danshen root, but the two major compounds, DT-I and SA-B, were not determined [
1]. In the extracts of danshen roots, DT-I is important in the treatment of breast cancer [
22], and it had been reported as potentially valuable bioactive compound in the therapy of colorectal cancer [
23]. The other compound, SA-B, was also found in the root and the potent therapeutic effects which are mainly for cardiovascular diseases [
4]. It has been reported that tanshinones are synthesized via the terpenoid pathway, whereas salvianolic acids through the phenylpropanoid pathway [
24]. In this study, the root extract of 4
x plants accumulated significantly higher concentration of DT-I than 2
x plants. However, there were no significantly difference in the concentrations of SA-B, T-I, T-IIA and CT. Altogether, this suggests the ploidy level made a contribution to the promotion of total tanshinone production mainly via DT-I biosynthesis. In
Salvia spp., tanshinones are the major bioactive terpenoids which play important roles in growth and development of plants [
25]. Consequently, in this study, several agronomic traits of 4
x plants were also found to be enhanced, including shoot length, root diameter, number of leaves, and fresh weight of plants.
For selection of polyploidy, the increased leaf size is a useful morphological indicator [
11,
26]. Sugiyama demonstrated that tetraploids of
Lolium cultivars had longer leaves with longer mature cells due to a faster rate of cell elongation than did diploids [
27]. However, in this study, the leaflet of tetraploids not only had greater length, but also had greater width and area than did diploids. The ratio of leaflet length to width in tetraploids was approximately 1.21 (length/width = 3.64/3.01) which was lower than diploids with a ratio of 1.54 (length/width = 3.75/2.43). In addition, the shape of leaflet was dramatically changed by polyploidy level, and the leaflet of 4
x plants of
S. miltiorrhiza showed an orbiculate or elliptical shape rather than the 2
x plants that possessed ovate leaflets. The considerable decrease of the ratio of length to width caused by polyploidy level was also found in pollen (from 1.42 to 1.30) and seeds (from 1.62 to 1.28). It was found that the pollen structures became more spherical or rounded. The ratio of length to diameter in roots was also dramatically decreased from 10.88 (2
x plant) to 4.09 (4
x plant), and thus the 4
x plants had shorter and thicker roots than 2
x plants. In previous reports, the stomatal morphology had been suggested to be a reliable indicator for selection of polyploids [
26,
28]. The size and the ratio of length to width (from 0.78 to 0.93) of stomata were both considerable increased in the 4
x plants of
S. miltiorrhiza. Therefore, the stomatal morphology was proposed as a reliable selection indicator for polyploidy in
S. miltiorrhiza.
4. Materials and Methods
4.1. Plant Source
The initial plants, Salvia miltiorrhiza Bunge (2n = 2x), were purchased from Winpower Technology Co. (Kaohsiung, Taiwan). Three-month-old in vitro plantlets which have 3–5 nodes and 10–15 leaves were selected as the plant source in this study.
4.2. Obtaining the Donor Plants
Nodal stem segments (each was 1 cm in length) were taken from the plant source and cultured on a rooting medium to obtain donor plants for experiments. The rooting medium contained MS (Murashige and Skoog 1962) [
29] medium plus 30 g/L sucrose, 1 g/L peptone, 0.5 mg/L IBA and 3 g/L Gelrite. A Magenta GA7
TM vessel (77 × 77 × 97 mm
3, Merck KGaA, Darmstadt, Germany) was used as the culture container. The pH was adjusted to 5.8 with 1N HCl or 1N KOH. Each culture container contains 0.1 L of the medium and were autoclave at 15 psi and 121 °C for 20 min. The subculture period is approximately 1.5 months in a growth chamber with the culture conditions, including photoperiod, irradiance and temperature as in Tsai et al. [
12].
4.3. Polyploidy Induction via Direct Shoot Formation
Leaf segments (approximately 2 cm
2) were used as explants for testing the effects of colchicine on polyploidy induction. The explants were taken from plantlets which had been cultured for approximately 2 to 3 months. According Tsai et al., the highest number of shoots were obtained from leaf explants at 0.5 mg/L TDZ via direct organogenesis [
12]. Therefore, various concentrations of colchicine (i.e., 0, 0.5, 1, 2, 3, 4, 5, 10, 50, and 100 mg/L) were added to 0.5 mg/L TDZ-containing MS medium for the polyploidy shoot induction experiments. In addition, a PGR-free control and a 0.5 BA-containing media were also tested to compare their effects with 0.5 mg/L TDZ. Following 3 weeks of induction, all of the cultures were transferred to the same medium that was devoid of colchicine. After an additional 6 weeks of culture, they were transferred to a medium supplemented with 0.5 mg/L BA and 0.5 mg/L IBA for 5 weeks to obtain plantlets. Subsequently, the plantlets were cultured on an MS medium supplemented with 0.5 mg/L IBA for further growth. The leaf explants were initially incubated in petri dishes in darkness for nine weeks, and thereafter, the regenerants were transferred to culture vessels in light for further growth and development. Three dishes each contained four explants (replicates) used in each treatment.
4.4. Analysis of Flow Cytometry
Young leaf tissues were used as materials for the polyploidy analysis performed using flow cytometry (CyFlow® Ploidy Analyser PAII, Görlitz, Germany). In the presence of 100 μL buffer (CyStain UV Precise P kit, Partec, Görlitz, Germany), the materials were chopped by a razor blade thoroughly and filtered by a 30 μm nylon mesh. For staining of the released nuclei, 400 μL of DAPI (Partec, Görlitz, Germany) were used. Each sample contained approximately 2000 nuclei for analysis. A reference 2C DNA content (i.e., C-value) was used in this study from young leaf tissues of Phalaenopsis aphrodite subsp. formosana.
4.5. Analysis of Stomata
To compare the difference of stomata characteristics between 2x and 4x plants, fully expanded leaves were used. The leaf tissue was taken from the third node of plantlets (approximately 2.5 month-old). For counting of stomata frequency, the epidermis was peeled and then observed with a light microscope (BX41, Olympus Corp., Tokyo, Japan), and the field area was 0.05 mm2. For evaluating the length and width of the randomly selected stomata.
4.6. Acclimatization
The procedure and the conditions of plantlet acclimatization were performed according to Tsai et al. [
12]. Four-month-old pot plants were used to determine the difference in length, width and shape of the leaf. The pollens of flowering pot plants and subsequently the seeds obtained via self-pollination were collected to test their difference in size and morphology.
4.7. Evaluation of Ploidy Stability
Several selection indicators (stomata frequency, length of stomata, width of stomata and leaflet shape) and ploidy level were evaluated on 10th generation clonal plants (eight-month-old) obtained via in vitro nodal stem cultures and seed-derived plants obtained via self-pollination of 4x plants, to assess the stability of ploidy level.
4.8. Evaluation of Bioactive Compounds
The procedure for determination of bioactive compounds was performed as in Tsai et al. [
12]. Root and shoot tissues were taken from ex vitro pot plants after 6 months of culture. The materials were harvested separately for evaluation. Bioactive compounds, including salvianolic acid B, cryptotanshinone, dihydrotanshinone I, tanshinone I, tanshinone IIA, and the total tanshinone (the sum of four tanshinone species) were assayed to compare the difference between 2
x and 4
x plants.
4.9. Statistical Analysis
A randomized complete block design was used in this study. Data evaluation in all the experiments was according to Analysis of variance (ANOVA), and each treatment contained at least four replicates (explants). The significant differences among the treatments were compared using the Duncan multiple range test [
30] with a 0.05 level of probability.