セックス(生物学的な性)は、データを細分化し、不均一な疾患の転帰(症状の経過や結果)を説明する際に利用できる基本的な変数である。疾患の転帰には多くの要因が影響するが、セックスは進化的に根本的なものであり、集団全体に影響を及ぼす。一方の性別から他方の性別に転帰データを当てはめて推定してしまうと、さまざまな分野にわたって誤った結論を導き出す危険性がある。
2015年6月、米国国立衛生研究所は、脊椎動物とヒトにおいて、セックスを変数として考慮するためのガイドラインを発表した(NIH, 2015; Clayton & Collins, 2014)。これは、カナダ保健研究所(2010; Johnson et al., 2014)と欧州委員会(2013)が実施した基礎研究におけるセックス/ジェンダー分析を促進する政策に倣ったものである。ジェンダード・イノベーション・プロジェクトでは、米国国立科学財団(NSF)や欧州研究会議(ERC)が、これを、生命科学や工学などのヒトを最終対象とするあらゆる分野の模範とすることを期待している(Schiebinger & Klinge, 2015; Schiebinger, 2014)。
2014年9月にスタンフォード大学でNSFの資金提供によるワークショップが開催され、(2014年9月)、1)生物医学研究にオスとメスの動物(主にげっ歯類)を含めること、 2)前臨床研究におけるセックスとジェンダーの分析、の最適な方法論が検討された(Klein et al., 2015)。「ケーススタディ」では、げっ歯類の研究における方法論のイノベーションに焦点を当てる。
Females have been underrepresented in most subfields of animal studies, except reproductive biology and immunology. Importantly, the sex of the animal is not reported in 22–42% of articles in neuroscience, physiology, and interdisciplinary biology journals” (Beery et al., 2011; McCullough et al., 2014). This is research money wasted. If sex is not reported, data cannot be included in meta-analyses.
How can we best design animal studies to take into account sex (biological characteristics) that interact with gender (sociocultural or environmental factors and processes)? The figure below shows the complex interdependency of sex and gender throughout the rodent life cycle.
Method: Analyzing Sex
- 1. Sex differences must be investigated before they can be ruled out (see Not Considering Sex Difference as a Problem).
- 2. Research can be done stepwise. Male and female animals should be strain- (or strain and genotype) and age-matched, and reared under identical conditions (cages, bedding, diet). Females should not be breeders unless required for assessment of the phenotype.
- Step 1. Total sample size (based on power calculations): Adopting a strategy of both female and male animals or cells seems likely to allow detection of at least some sex influences, namely the largest ones that presumably researchers would first want to detect, with no impact on sample size or cost.
- Step 2. Sex-based powering: tests hypothesis in both males and females and power each to determine effect.
- Step 3. Comparison between sexes: power study to determine the actual “sex effect.” Testing for sex effects has a financial cost. However, a demonstrated sex difference justifies sex-specific research because harm in one sex is costly to society and individual patients. Overall, it is less expensive to understanding sex in the basic science phase than during the more costly clinical trial phase. This may decrease the number of drugs that fail in development and also help companies avoid being forced to remove drugs from the market due to adverse events in one sex.
- 3. To appreciate the presence/absence of sex effects, researchers should also evaluate overlap between groups (similarities between males and females) and difference within groups (differences among males or among females). Overemphasizing sex differences should be avoided.
- 4. Finding no sex effect should also be reported. To reduce publication bias, researchers should report when sex differences (main or interaction effects) are not detected or when data regarding sex differences are statistically inconclusive (Wizemann, 2012). Reporting null results is crucial for meta-analysis.
For phenoytpes that do not display sex difference, future experiments should be sex inclusive, that is include equal numbers of randomly selected males and females for each test group studied. Not every experiment needs to be designed to evaluate sex differences. However, for every experiment, the sex of the animal test subjects should be noted in the article and reported in the methods section to ensure that experiments are reproducible and findings (in one sex) are not over-generalized (to the other sex) (Wizemann, 2012).
2. Menopause Models
Menopause is an emerging area of research in animal modeling studies. One study reported that immunological changes accompany this hormonal transition. Ovariectomized mice undergo "acute menopause," and exhibit "reduced lymphocyte chemotaxis, mitogen-induced T cell proliferation responses, and [Interleukin-2] production" (Marriott et al., 2006).
3. Pregnancy or Pseudopregnancy
Less than 10% of medications approved by the U.S. Food and Drug Administration since 1980 has enough information to determine risks for birth defects (Adam et al., 2011; Mishra & Mohanty, 2010). New animal research that evaluates drug safety should assess effects on the dam and the fetus during pregnancy and lactation (McDonnell-Dowling & Kelly, 2015).
4. Pharmacokinetics
The estrous cycle can also affect pharmacokinetics. Kulkarni et al. (2012) found that the oral bioavailability of genistein, a soy isoflavone with antioxidant properties, was inversely correlated with estrogen level (which regulates hepatic disposition of a drug).
Method: Analyzing How Sex and Gender Interact
Animal research includes the interaction between sex (biological characteristics, such as genes, hormones, age, reproductive phase, strain, etc.) and gender (socio-cultural or environmental process, such as caging practices, attitudes and behaviors of researchers, room temperature, diet, etc.). The double-ended arrows represent interactions between sex and genderGender interacts with sex, and vice versa. Environmental processes may impact male and female animals differently, such as caging practices or differential handling. These processes may include gender. Researchers should not identify an effect as dependent on sex (or a biological trait) when, in fact, it depends on an environmental condition.
Environmental Processes with Possible Gender Elements Include:
Analyzing sex and environment—and how they interact—is important to increasing the translational value of animal models. The cost of developing a drug ranges between $350 million and $5 billion and 95% of drug candidates fail (Arrowsmith 2011; Herper, 2013). Including sex and gender as research variables may help bring down those costs, promote discovery of disease mechanisms, and save lives.
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Animal research includes the interaction between sex (biological characteristics, such as genes, hormones, age, reproductive phase, strain, etc.) and cultural or environmental processes (such as caging practices, attitudes and behaviors of researchers, room temperature, diet, etc.). The double-ended arrows represent interactions between the biological sex characteristics of the animal and lab environmental factors. Environmental processes, such as caging practices or differential handling (which may include gender assumptions and practices on the part of researchers), may impact male and female animals differently. Investigators should not identify an effect as dependent on sex (or a biological trait) when, in fact, it is influenced by an environmental (lab) condition.
One case in point is researcher sex. This example focuses on pain research in the lab. Researchers induce pain in rats and mice. They find that rats and mice don’t show their pain to men researchers. Animals don’t show their pain when a man is in the room, as compared to an empty room, but they do show their pain when a woman is in the room. The researchers identified this as the “male-observer effect.”
What’s going on? It’s not how the researchers act or how they handle the animals. The animals smell the men’s pheromones. According to Jeffrey Mogil at McGill University, this phenomenon may throw into question all prior results from pain research.