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<strong>The</strong> <strong>Echinacea</strong> <strong>species</strong><br />

Onica Dana 1 *, Cachita Dorina 1<br />

1 University of Oradea, Faculty of Science, Specialty of Biology<br />

*Corresponding author: Email: onicad2002@yahoo.com<br />

Abstract <strong>The</strong> <strong>Echinacea</strong> <strong>species</strong>, a member of the sunflower family<br />

(Compositae or Asteraceae), are native to North America and has a long<br />

history of medicinal use [1,2]. <strong>The</strong> genus <strong>Echinacea</strong> has found exclusively<br />

in the U.S. and Canada [3]. <strong>The</strong>y have been introduced as cultivated<br />

medicinal plants in Europe. <strong>The</strong> three most common and widespread<br />

<strong>species</strong> (<strong>Echinacea</strong> angustifolia, E. pallida and E. purpurea), have long<br />

been recognized as important medicinal plants and were used by Native<br />

Americans for the treatment of many diseases, including colds,<br />

toothaches, snake bites, rabies and wound infections [4]. For both<br />

commercial production of <strong>Echinacea</strong> varietes and rehabilitation of wild<br />

populations, the development of efficient in vitro production of large<br />

quantities of plants by micropropagation is needed [5].<br />

Key words: <strong>Echinacea</strong><br />

<strong>species</strong>, taxonomic study,<br />

medicinal plants, “in vitro”<br />

regeneration,micropropagation.<br />

Introduction<br />

<strong>Echinacea</strong>, better known as purple<br />

coneflower, has received a global attention because<br />

there is enormous potential for the discovery of new<br />

medicinal compounds in this <strong>species</strong>.<br />

<strong>Echinacea</strong> is distributed in dry prairies from<br />

Texas and from west of the Rocky mountains to<br />

Minnesota [6]. In the last few years, the areas of<br />

cultivation of <strong>Echinacea</strong> extended beyond North<br />

America and Europe into South America, Australia and<br />

other areas of the world [7].<br />

According to an early taxonomic treatment by<br />

McGregor (1968), there are nine <strong>species</strong> of <strong>Echinacea</strong><br />

in North America, of witch three (E. angustifolia, E.<br />

pallida, and E. purpurea) are normally cultivated and<br />

used for commercial production [8]. A recent<br />

morphometric analysis of <strong>Echinacea</strong> has led to a<br />

revision of the genus [9], in witch only four <strong>species</strong> (E.<br />

purpurea, E. atrorubens, E. laevigata, and E. pallida)<br />

and eight varieties of <strong>Echinacea</strong> has supported (E.<br />

atrorubens var. atrorubens, E. atrorubens var.<br />

neglecta, E. atrorubens var. paradoxa, E. pallida var.<br />

angustifolia, E. pallida var. pallida, E. pallida var.<br />

sanguinea, E. pallida var. simulate and E. pallida var.<br />

tennesseensis). Various <strong>species</strong> are often misidentified.<br />

<strong>The</strong>re are many morphological similarities between the<br />

<strong>species</strong>, especially between E. angustifolia and E.<br />

pallida. That specimens are often confused in the<br />

medicinal plant market. In the products prepared from<br />

E. pallida and E. angustifolia, the roots are typically<br />

used, whereas for E. purpurea, juice from the fresh<br />

leaves, stems and flowers are most often, though roots<br />

are sometimes included [10]. A recent NAPRALERT<br />

search revealed that there have been at least 86 human<br />

clinical trials of <strong>Echinacea</strong> preparations demonstrating<br />

efficacy as an immunostimulant, anesthetic,<br />

antioxidant analgesic, and diaphoretic. In the literature<br />

of E. purpurea have been reported a number of 216<br />

different medicinally active compounds.<br />

Botanical characterization<br />

<strong>Echinacea</strong> angustifolia (DC) Moench comes<br />

from the fact that it has narrow leaves. <strong>The</strong> plant is a<br />

perennial one, which a height of 120-140 cm. <strong>The</strong> root<br />

have grey-brown colour and being 10-15 cm long. <strong>The</strong><br />

leaves are lanceolate to linera-lanceolate, with a long<br />

basic petiole and the flowers are grouped in conic-oval<br />

anthodium, thorn-shaped when they are dried. <strong>The</strong><br />

flowers which are cone-shaped disks with purple, pale<br />

pink, or rarely white spreading ray flowers, and ligulate<br />

are sterile, with three toothed ligule to the external part<br />

and the tubular flowers are to the interior part and they<br />

are hermaphrodites and orange-like coloures. <strong>The</strong> fruit<br />

is an edged and a 2-4 mm long achene. <strong>The</strong> plant is<br />

covered of rigid 1.8-2 mm tector hairs [11]. <strong>Echinacea</strong><br />

pallida Nutt. name is comes from the Greek term<br />

echinos (=hedgehog) referring to the fact that it has a<br />

thorn-like shaped fruit and the same colour of<br />

anthodium. <strong>The</strong> inflorescences are formed of tubular<br />

flowers of orange-yellow colour to their internal part<br />

and ligulate flowers of pink-purplish blue colour. <strong>The</strong><br />

whole plant is covered with tector hairs which are<br />

shaped of 2-5 cells and which are rigid and 1.8-2 cm<br />

height, with a filled basis and a sharp end. <strong>The</strong>ir<br />

presence gives rigidity to plant. <strong>The</strong> fruit is an edged,<br />

white coloured, 2-4 mm long achene [12]. <strong>Echinacea</strong><br />

268


purpurea (L.) Moench is bush-like shaped, with 80-<br />

100 cm height. Its roots have many ramifications<br />

which are oblique positioned and they are light-brown<br />

coloured. <strong>The</strong> stem has red coloured basis and ends and<br />

oval-lanceolate, 5-nervation leaves, the basic ones<br />

being long petiolate and the top ones are sessile and<br />

short petiolate.<br />

<strong>The</strong> flowers are grouped in inflorescences<br />

anthodium. <strong>The</strong>se ones are large, having the involucre<br />

shaped of three types of folioles. <strong>The</strong> ligules are<br />

intensely red coloured and the frit is represented by an<br />

edged achene, white coloured, with a rudimentary<br />

pappus, coronule shaped and having a 3-5 mm size.<br />

<strong>The</strong> plant has short, rigid hairs.<br />

Fig.3 Structure of caftaric acid C 13 H 12 O 9<br />

Fig. 4 Structure of chlorogenic acid C 16 H 18 O 9<br />

Secundary metabolites of <strong>Echinacea</strong><br />

Higher plants produce a great variety of<br />

secondary metabolites, which have been used as<br />

pharmaceuticals, nutraceuticals and food additives.<br />

Recent advance in the techniques and applications of<br />

plant cell and organ cultures have made it possible to<br />

produce these valuable secondary metabolites in large<br />

scale. Moreover, plant cell culture system provide<br />

various ways to boost yields of desired metabolites,<br />

conveniently and cost effectively [13]. <strong>Echinacea</strong><br />

purpurea is a medicinal plant, which has shown<br />

antioxidative, antibacterial, antiviral and antifungal<br />

properties, and is used in the tratment for common<br />

cold, as well as respiratory and urinary diseases [14].<br />

<strong>The</strong> main bioactive constituents are caffeic acid<br />

derivatives (Fig. 1), alkylamides, polyacetylenes and<br />

polysaccharides [15]. Whith regard to caffeic acid<br />

derivatives, several compounds have been identified<br />

from hydrophilic fraction of E. purpurea, which<br />

revealed that caftaric acid (Fig. 3), chichoric acid (Fig.<br />

2) and chlorogenic acid (Fig. 4) are the important ones.<br />

Fig. 1 Structure of caffeic acid C 9 H 8 O 4<br />

Fig. 2 Structure of cichoric acid C 22 H 18 O 12<br />

<strong>Echinacea</strong> biotechnology<br />

For rehabilitation of wild population of<br />

<strong>Echinacea</strong> varietes and for comercial production of<br />

<strong>Echinacea</strong> <strong>species</strong>, the development of efficient in<br />

vitro production of large quatities of plants by<br />

micropropagation is nedeed. Regeneration of mature<br />

shoots from callus and suspension cultures is a critical<br />

requirement for the application of in vitro selection [5].<br />

In vitro tissue culture of <strong>Echinacea</strong> can play a<br />

vital role in the development of novel germplasm,<br />

rapid multiplication, and genetic modification for an<br />

enhanced phytochemical production.<br />

Recent establishment of liquid culture<br />

techniques, large-scale bioreactors, and<br />

Agrobacterium-mediated transformation are changing<br />

the production parameters of the <strong>Echinacea</strong> <strong>species</strong><br />

[16]. A new method provides an efficient system of<br />

adventitious shoot regeneration from leaf explants of<br />

E. purpurea that will useful for micropropagation of<br />

elite ornamental or chemotype selection of this<br />

medicinal <strong>species</strong>. In addition, this regeneration<br />

system, combined with Agrobacterium transformation,<br />

provides a method for routine genetic transformation of<br />

this important medicinal <strong>species</strong>.<br />

Micropropagation of three <strong>Echinacea</strong> <strong>species</strong>,<br />

E. purpurea Moench., E. angustifolia DC., and E.<br />

pallida Nutt., was investigated as a potential means of<br />

germplast preservation of <strong>species</strong> faced with<br />

overcollection in the wild and rapid clonal propagation<br />

of elite individuals with unique medicinal or<br />

ornamental properties. Very high contamination rates<br />

occured with shoot-tip explants but not with nodal<br />

segments [17].<br />

269


In vitro regeneration and production offers<br />

many advantages for the growth of medicinal plants in<br />

general and more specifically <strong>Echinacea</strong> as it offers the<br />

capacity to optimize all growth conditions [18].<br />

<strong>The</strong>re have been several previous reports of in<br />

vitro regeneration in the literature from E. purpurea<br />

and E. tennesseensis - Coker and Camper, 1999;<br />

Choffe et al., 2000; Koroch et al., 2002; Mechanda et<br />

al., 2003; Zobayed and Saxena, 2003; Sauve et al.,<br />

2004; Jones et al., 2006 - and two reports of<br />

agrobacterium-mediated transformation in this <strong>species</strong><br />

- Koroch et al., 2002b; Wang and To, 2004 - however,<br />

a wide range of different responses have been observed<br />

in explants cultured on identical culture medium and<br />

Conclusions<br />

1. Important morphological and anatomical<br />

characteristics of <strong>Echinacea</strong> plants are<br />

described for the purpose of<br />

pharmacognostical identification of the drugs.<br />

2. Direct multiple shoot production from leaf<br />

explants is critical to produce a large number<br />

of uniform plants from the elite lines of<br />

mature E. purpurea plants.<br />

3. <strong>The</strong> high efficiency regeneration method from<br />

mature plants of E. purpurea is useful for the<br />

evaluation of native populations for desired<br />

chemicals. This will help in developing<br />

regeneration protocols for the near-extinct<br />

varietes and other <strong>species</strong> of <strong>Echinacea</strong>.<br />

4. Other <strong>Echinacea</strong> <strong>species</strong> have been<br />

propagated in vitro from root, hypocotyls,<br />

cotyledon, stem and from leaf explants. That<br />

study was undertaken to develop a<br />

regeneration protocol for the mass<br />

propagation and preservation of the rare<br />

<strong>Echinacea</strong> <strong>species</strong>.<br />

5. <strong>The</strong> plant production can be scheduled<br />

throughout the year since the entire process is<br />

completed in a controlled environment<br />

ensuring a year round supply of high quality<br />

product as well as increasing the economic<br />

viability for the producer.<br />

References<br />

1. Shemluck, M., 1982 – Medicinal and other<br />

uses of the Compositae by Indians in<br />

the United States and Canada – Journal<br />

of Ethnopharmacology 5: 303-358;<br />

2. Bauer, R. 1998 - Standardization of<br />

<strong>Echinacea</strong> purpurea expressed juice<br />

with reference to cichoric acid and<br />

alkamides. J. Herbs Spices Med. Plants<br />

loc.cit.<br />

3. McGregor RL, 1968 - <strong>The</strong> taxonomy of the<br />

genus <strong>Echinacea</strong> (Compositae). Univ.<br />

of Kansas Sci. Bul.;48:113–142<br />

there has been no systematic study of the chemical<br />

diversity among regenerated plants [18].<br />

Micropropagation offers an approach that is<br />

capable of producing large number of genetically<br />

similar, disease free plants in a short period of time and<br />

limited space [19]. Although there are several reports<br />

of in vitro regeneration of E. purpurea, they have all<br />

been conducted using solid media, and could be further<br />

improved by developing a liquid-based system<br />

[20,21,22,5,23].<br />

4. Bauer, R. and H. Wagner, 1991 - <strong>Echinacea</strong><br />

<strong>species</strong> as potential immunostimulatory<br />

drugs. In: H. Wagner and N.R.<br />

Farnsworth (eds.), Economic and<br />

medicinal plant research. Academic<br />

Press, New York, Vol. 5/8. p. 253–321.<br />

5. Mechanda, S. M., B. R. Baum, D. A. Johnson<br />

and J. T. Arnason, 2003 - Direct shoot<br />

regeneration from leaf segments of<br />

mature plants of <strong>Echinacea</strong> purpurea<br />

(L.) Moench. In Vitro Cell. Dev. Biol.<br />

Plant 39:505–509.<br />

6. Bauer, R. and S. Foster. 1991 - Analysis of<br />

alkamides and caffeic acid derivatives<br />

from <strong>Echinacea</strong> simulata and E.<br />

paradoxa roots. Planta Med. 57:447–<br />

449.<br />

7. Yu, H. C. and M. Kaarlas 2004 - Popularity,<br />

diversity, and quality of <strong>Echinacea</strong>. In<br />

Miller, S., editor. (ed). <strong>Echinacea</strong>. <strong>The</strong><br />

genus <strong>Echinacea</strong>. CRC Press. Boca<br />

Raton, FL. pp. 29–52.<br />

8. Cox, P. B. and L. E. Urbatsch, 1990 - A<br />

phylogenetic analysis of the coneflower<br />

genera. Syst. Bot. 15:394–402<br />

9. Binns SE, Baum BR, Arnason JT, 2002a - A<br />

taxonomic revision of <strong>Echinacea</strong><br />

(Asteraceae: Heliantheae). Syst<br />

Bot.;27:610–632<br />

10. Schulz V, Hansel R, Tyler VE, 2000 -<br />

Rational Phytotherapy. Berlin<br />

(Germany): Springer-Verlag Berlin<br />

Heidelberg,.<br />

11. Muntean L., Salontai A. , Tamas M. , Botez<br />

C., Vaida F., 1989 - Research on the<br />

biology of <strong>Echinacea</strong> angustifolia (Dc.)<br />

Moench and <strong>Echinacea</strong> purpurea (L.)<br />

Moench, Zeitraum1976 – 2001,<br />

ScientifiCcommons.<br />

12. Muntean L., Salontai A., Botez C., Tamas M.,<br />

Cernea S., Morar G., Vaida F., 1991 -<br />

Research on the biology of <strong>Echinacea</strong><br />

pallida Nutt. and <strong>Echinacea</strong> purpurea<br />

(L.) Moench (II), Zeitraum1976 – 2001,<br />

ScientifiCcommons<br />

270


13. Rao, R.N., T. Ravisankar & K. Satyanarayana<br />

R., 2002 - Ethnobotany-an essential<br />

tool for biodiversity conservation.<br />

National Workshop on Peoples<br />

Participatory Approaches in<br />

Conservation and Management of<br />

Forest Resources held at Kakinada,<br />

Andhra Pradesh, India, M. S.<br />

Swaminathan Research Foundation,<br />

Kakinada and FAO<br />

14. Barrett B. - Medicinal properties of<br />

<strong>Echinacea</strong>: a critical review,<br />

Phytomedicine. 2003 Jan;10(1):66-86<br />

15. Bauer R, Hoheisel O, Stuhlfauth I, Wolf H.,<br />

1999 - Extract of the <strong>Echinacea</strong><br />

purpurea herb: an allopathic<br />

phytoimmunostimulant, Wien Med<br />

Wochenschr.;149(8-10):185-9<br />

16. Abbasi, B. H., C. L. Tian, S. J. Murch, P. K.<br />

Saxena, and C. Z. Liu, 2007 - Light<br />

enhanced caffeic acid derivatives<br />

biosynthesis in hairy root cultures of<br />

<strong>Echinacea</strong> purpurea. Plant Cell Rep (in<br />

press). DOI 10.1007.<br />

17. Harbage, J. F., 2001 - Micropropagation of<br />

<strong>Echinacea</strong> angustifolia, E. pallida, and<br />

E. purpurea from stem and seed<br />

explants. HortScience 36:360–364.<br />

18. Murch, S. J., S.E. Peiris, W.L. Shi, S.M.A.<br />

Zobayed, P.K. Saxena, 2006 – Genetic<br />

diversity in seed populations of<br />

<strong>Echinacea</strong> purpurea controls the<br />

capacity for regeneration, route of<br />

morphogenesis and phytochemical<br />

composition. Plant Cell Report. 25:522-<br />

532.<br />

19. Jones, M.P.A., Z Yi, SJ Murch, PK Saxena,<br />

2007 - Thidiazuron-induced<br />

regeneration of <strong>Echinacea</strong> purpurea L.,<br />

Plant Cell Reports.<br />

20. Choffe, L. L., S. J. Murch, and P. K. Saxena.<br />

2000 - Regeneration of <strong>Echinacea</strong><br />

purpurea: induction of root<br />

organogenesis from hypocotyls and<br />

cotyledon explants. Plant Cell Tiss.<br />

Organ Cult. 62:227–234<br />

21. Koroch, A., H.R. Juliani, J. Kapteyn, and J.E.<br />

Simon, 2001 - In vitro regeneration of<br />

<strong>Echinacea</strong> purpurea from leaf explants.<br />

Plant Cell Tissue Organ Culture.<br />

22. Lakshmanan, P., M. Danesh, and A. Taji.<br />

2002 - Production of four commercially<br />

cultivated <strong>Echinacea</strong> <strong>species</strong> by<br />

different methods of in vitro<br />

regeneration. J. Hort. Sci. Biotechnol.<br />

77:158–163.<br />

23. Zobayed, S. M A. and P. K. Saxena. 2003 -<br />

In vitro-grown roots: a superior<br />

explant for prolific shoot regeneration<br />

of St. John's wort (Hypericum<br />

perforatum L. cv ‘New Stem) in a<br />

temporary immersion bioreactor. Plant<br />

Sci. 165:463–470<br />

271

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