Submitted:
13 March 2025
Posted:
13 March 2025
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Abstract
Keywords:
1. Introduction
1.1. Influenza A Virus: An Overview
1.2. Challenges with the Current Nomenclature System
1.2.1. Focus on Static Attributes
1.2.2. Geographic Labels and Stigma
1.2.3. Host-Origin Labels and Cross-Species Complexity
1.2.4. Lack of Epidemiological Context
1.3. Historical Pandemic Nomenclature
- 1889–1890 “Russian Flu”: The pandemic of 1889, one of the last great pandemics of the 19th century, was nicknamed the “Russian flu” (also “Asiatic flu”) because early reports came from St. Petersburg, Russia. This outbreak caused an estimated 1 million deaths worldwide [10]. There was debate over the etiologic agent – some evidence pointed to an influenza A virus of the H3N8 subtype, while others suspected a coronavirus [11]. Lacking virological information in 1889, the adoption of “Russian flu” presumed a geographic origin. Not surprisingly, the label “Russian flu” did nothing to describe the virus’s behavior; the pandemic spread globally regardless of its Russian association. The use of a place-name also risked stigma, although in this case the term has become primarily historical.
- 1918–1920 “Spanish Flu” (H1N1): The infamous 1918 pandemic [12] was commonly called the Spanish flu, not because it originated in Spain (in fact, the first known cases were in the United States in early 1918), but because Spain, being neutral in World War I, openly reported on the outbreak while warring nations censored news to maintain morale. The name “Spanish flu” thus reflected political circumstances rather than virology. This pandemic infected roughly one-third of the world’s population and killed an estimated 50 million people, making it the deadliest influenza pandemic on record [13]. The etiologic agent was later identified as an H1N1 influenza A virus. All eight genomic segments of the 1918 virus have since been sequenced from preserved specimens, revealing an avian-derived influenza virus that adapted to humans [14]. However, back a hundred years ago in 1918 people had no conception of subtypes or transmission dynamics – the virus was unnamed except by the misnomer. The term “Spanish flu” provided no useful information on how the virus spread or which populations were at risk, and it unfairly linked the disease to Spain. Modern analyses have shown that the 1918 H1N1 virus became the progenitor of all later influenza A pandemics, but contemporary nomenclature did not capture any of this critical information.
- 1957–1958 “Asian Flu” (H2N2): The 1957 pandemic came from a novel H2N2 virus that arose from reassortment between an avian influenza virus and the previously circulating human H1N1 strain [15]. It was termed the “Asian flu” because it was first identified in East Asia (with early outbreaks in China and Hong Kong). This pandemic was milder than 1918 but still caused an estimated 1–2 million deaths worldwide. Virologists at the time were able to identify the new H2N2 subtype using serological methods, a significant advance in influenza science and hence the name “Asian H2N2” [15]. While the subtype indicated a new antigen against which few people had immunity, the geographic moniker “Asian” again failed to convey the critical change that made this pandemic possible—the introduction of an avian HA and NA into the human population. Moreover, the name may have contributed to bias or complacency outside of Asia, despite the virus spreading globally within months. The naming did nothing to highlight the virus’s high human transmissibility, which was the key reason it became a pandemic.
- 1968–1970 “Hong Kong Flu” (H3N2): The 1968 pandemic, caused by an H3N2 virus, named Hong Kong flu, where the virus was first reported in July 1968 [16]. The H3N2 strain emerged through reassortment of the 1957 H2N2 virus with an avian virus (introducing a new H3 HA gene while retaining the N2) [17]. The “Hong Kong flu” caused around 1 million deaths worldwide (some estimates range up to 4 million) and was the least severe of the 20th-century pandemics. By 1968, influenza science had advanced enough that identifying the subtype H3N2 by its surface antigens was possible (often referred to in scientific contexts as “Hong Kong H3N2”). However, public communications still centered on the geographic label. Associating the disease with Hong Kong potentially stigmatized that region and gave a false impression that the threat was localized [18]. In reality, the virus spread internationally within weeks, reaching the United States by that same year. The H3N2 virus became established as a human seasonal strain (replacing H2N2) and continues to circulate today [17]. Knowledge of its efficient human transmission and mild-to-moderate virulence was far more relevant to public health than its geographic origin, yet the name did not reflect those aspects.
2. Existing Influenza Virus Classification Systems
2.1. Surface Protein Classification
2.2. Host-Based Classification
3. Limitations of the Current Nomenclature System
3.1. Static Attributes
3.1.1. Geographic and Historical Emphasis
3.1.2. Genetic Ancestry vs. Current Behavior
3.1.3. No Temporal Component
3.2. Misleading Host Labels
3.2.1. Persistence of Origin Labels
3.2.2. Conflation of Distinct Strains
3.2.3. Zoonotic vs. Sustained Transmission
3.3. Public Health Communication Challenges
3.3.1. Stigma and Concealment
3.3.2. Public Misunderstanding
3.3.3. Policy and Response Delay
4. Proposed Framework: Transmission-Based Nomenclature
4.1. Core Principles
- Dominant Host Adaptation: The naming should reflect the current primary host in which the virus is spreading sustainably. In practical terms, this means identifying the host species or category where R0 > 1 (i.e., the virus can maintain chains of transmission). For example, if an H5N1 virus is initially circulating in birds (R0 > 1 in bird populations) and only sporadically infecting humans (R0 ~0 in humans), it would be labeled with an “-Avian” marker. If it later adapts to enable efficient human-to-human transmission (R0 > 1 in humans), the host marker in the name would switch to “-Human.” This principle ensures the name always points to the epidemiologically most relevant host. It is important to define host categories broadly (e.g., human, avian, swine, equine, or potentially a general “mammalian” category for non-human mammals) for simplicity.
- Dynamic Updates: Updating of host descriptors happens only upon significant changes in transmission dynamics, not for minor or transient events. In other words, nomenclature changes are triggered by clear evidence of sustained transmission in a new host or a fundamental change in the virus’s behavior, rather than every small cluster or mutation. This avoids instability in naming. Once a virus is shown to establish a self-sustaining transmission cycle in a new host population, it merits a naming update. However, the original name and classification can be retained in scientific records for continuity. An updated name signals to public health that “this is effectively a new phase” for the virus. If multiple hosts maintain the virus in parallel (e.g., some influenza strains co-circulate in pigs and humans), the naming could include both or could default to the host representing the greatest public health concern (perhaps using a hierarchy like Human > other mammals > birds, since a human-adapted virus usually implies the highest pandemic risk).
- Integration with Genetic Data: The scheme will still retain subtype and other genetic identifiers as needed, but these will not be the sole focus of the public-facing name. Genetic nomenclature (like clade numbers or lineage names) can be appended or kept in parenthetical notation for scientists. For example, a full name might be “H7N9-Avian (Yangtze River Delta lineage)” to satisfy both needs. Crucially, however, the primary name used in public communication would be the transmission-based one, emphasizing that H7N9 is currently an avian virus, while detailed genetic info is secondary. This integration ensures that valuable molecular data is not lost—researchers can still trace origins and relatedness—but by not prioritizing genetic lineage in the primary name, we reduce confusion for policymakers and the public, focusing their attention on what matters for control (how and where the virus is spreading now).
- Transparency and Clarity: The naming system should incorporate temporal markers or neutral geographic markers when relevant to track epidemiology, but do so in a way that avoids blaming specific regions. For instance, using the year of emergence or host switch can provide a time reference (as done with “pdm09” for the 2009 pandemic). If needed, broad regional terms might be used without stigma – e.g., “H5N1-Mammal-Europe2022” could denote a mammalian-adapted H5N1 first noted in Europe in 2022, without singling out a particular country. However, any geographic element would be included only for context and not as a core part of the virus’s identity. The priority is clarity about what the virus is doing. Thus, the naming framework strives to be unambiguous and easily interpretable: anyone reading the name should be able to glean the subtype, the primary host of spread, and possibly a timeframe indicator, all of which are directly relevant to risk assessment.
4.2. Illustrative Implementation of Transmission-Based Naming
4.2.1. Example 1: H1N1pdm09 (2009 Pandemic Strain)
4.2.2. Example 2: H5N1 Highly Pathogenic Avian Influenza
4.2.3. Example 3: H7N9 Avian Influenza
5. Case Studies Supporting the Proposed Framework
5.1. H1N1pdm09 (2009 “Swine Flu” Pandemic)
5.2. H5N1 (“Avian Influenza” with Pandemic Potential)
5.3. H7N9 (Avian Influenza with Limited Spillover)
6. Implications of Transmission-Based Nomenclature
6.1. Enhancing Vaccine Development
6.2. Improving Public Health Communication
7. Integration into Global Public Health and Surveillance Systems
7.1. Strengthening Surveillance and Research to Inform Nomenclature
7.1.1. Enhanced One Health Surveillance
7.1.2. Transmission Studies and Thresholds
7.1.3. Data Sharing and Transparency
7.1.4. Historical Analysis and Baseline
7.2. Fostering Transparency, Coordination, and Collaboration
7.2.1. International Endorsement and Guidelines
7.2.2. Coordination Mechanism
7.2.3. National Adoption and Integration
7.2.4. Cross-Disciplinary Collaboration
7.2.5. Transparency in Decision-Making
8. Conclusions
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