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Successful breeding of horses is not always as easy as presenting a receptive mare to a fertile stallion. There are many things that can go awry with the reproductive process. Broodmares that were once fertile and produced many excellent foals might one day face the realities of repetitive foaling injuries, chronic uterine infections, or simply old age. Stallions also can experience a decrease in sperm number and quality as the years pass. Pain associated with arthritic hocks or chronic back problems can interfere with a stallion's ability to mate. When a mare or stallion develops any kind of problem that interferes with its ability to perform reproductively, it could be time to investigate the options of assisted reproductive technology (ART). These are the techniques that offer the hope of producing foals from mares or stallions that might no longer be able to pass along their genes to future generations any other way.

The Sub-fertile Stallion

Research has shown that maximum pregnancy rates are achieved when a stallion's ejaculate is of sufficient quality to allow a mare to be inseminated with 500 million progressively motile sperm every other day during the five to seven days of heat.1 Problems arise when semen evaluation reveals either insufficient numbers or decreased quality of sperm, with more abnormal sperm or fewer sperm that can swim vigorously in one direction (progressively motile). Therefore, methods have been developed to make the best use of limited numbers of good-quality sperm.

Fertility With Fewer Sperm

Deep Uterine and Hysteroscopic Insemination--As the name implies, deep uterine insemination involves artificial insemination of a mare deep within the uterus, inside the uterine horn adjacent to the ovary with a pre-ovulatory follicle identified via ultrasound. Only five to 25 million progressively motile sperm are required for this method, because the long journey from uterine body to uterine horn, during which many sperm divert from the path to the egg and are lost, has already been completed.

Sperm are taken even farther in the female tract during hysteroscopic insemination, during which sperm are deposited at the uterotubal junction, or the very edge of the oviduct. Here, the sperm need only travel a short distance to meet the egg or oocyte within the oviduct. Only one to 10 million progressively motile sperm are required.

Gamete Intrafallopian Transfer (GIFT)--GIFT is a newer technique in horses that involves the transfer of both sperm and oocytes directly into a recipient mare's oviduct. Obviously, the sperm needn't travel far, but must have the ability to penetrate and fertilize an oocyte. A mere 200,000-500,000 progressively motile sperm are required. Pregnancy rates ranging from 27-82% have been reported.2

Intracytoplasmic Sperm Injection (ICSI)--When a subfertile stallion is known to be the problem in a breeding pair and various insemination procedures as well as GIFT have failed, there is another ART technique that has produced several foals and requires only minimal numbers of sperm.3 During intracytoplasmic sperm injection (ICSI), a single sperm is injected into a mature oocyte (one ready for fertilization). Injected oocytes are then cultured in the laboratory until newly formed embryos can be transferred to recipient mares. The ICSI technique can provide a means of obtaining foals from stallions with very low sperm numbers or poor-quality sperm.

Understanding Ovulation

It is important to understand the processes of a normal estrus, or heat, in order to understand what can go wrong with ovulation and interfere with fertility. Mares are seasonally polyestrus, starting to cycle each spring as daylight lengthens and continuing to ovulate approximately every three weeks until fall, when the days get shorter. After a transition period in the spring, the first ovulation is marked by the appearance of a dominant follicle on one ovary, reaching a size of approximately 35 mm. This follicle secretes estrogens, which signal the start of an estrus period lasting five to seven days. The dominant follicle continues to grow during estrus, reaching a maximum diameter of about 45 mm. Toward the end of estrus, there is a surge of luteinizing hormone (LH), which stimulates ovulation. The empty follicle forms the corpus luteum (CL), which secretes progesterone to support a new pregnancy that might be developing. If no pregnancy occurs, 14-16 days after ovulation the CL is destroyed in a process called luteolysis, and the cycle begins again.

The Sub-fertile Mare

Unlike the subfertile stallion, identifying a subfertile mare is not as easy as doing a semen evaluation. Most subfertile mares have a history of occasional reproductive underperformance or outright failure. The veterinarian will thus perform a thorough history and physical examination to try to diagnose the problem. What is the mare's age? We know that fertility decreases after age 13 and drops precipitously after age 20.4 Is she in good health? Is there evidence of Cushing's disease or poor nutrition?

The mare's reproductive history is also very important. If she has foaled in the past, she might have stretching or scarring that has allowed pneumovagina, or air in the vagina, to develop. This can promote bacterial entry into the cervix and uterus. Examination with rectal palpation and ultrasound might reveal interior tears, adhesions, scars, and retained fluid that could be interfering with successful breeding.

A complete examination will require samples for uterine culture (to identify any bacteria present) and cytology (evaluation of cells such as inflammatory cells that might be present) as well as uterine biopsy specimens to examine the endometrial lining. The uterus must be capable of supporting the placenta and the developing fetus.

In terms of treatment, less serious problems can be corrected or managed with remedies such as careful selection of a highly fertile stallion, insemination close to the time of ovulation, and perhaps the timed use of oxytocin after insemination to help clear fluids from the uterus and prevent infection. More serious problems might require ART.

Younger mares often have time on their side. In other words, many of the problems causing subfertility in mares six to 10 and even up to 15 years of age are related to the tubular genitalia (vulva, vagina, cervix, etc.) and anatomical changes of aging that cause the reproductive tract to shift in position, allowing fluids and contaminants to interfere with breeding. Luckily, many of these problems can be managed conservatively. Even when more severe problems develop, younger mares are usually better candidates for ART because fertility is maintained in the ovary and oviduct, where many ART techniques are aimed. Unfortunately, the same is not true for the older mare.

Problems in the Older Mare

When a mare reaches 20 years or more, the decrease in fertility experienced is directly related to structural and functional changes in her reproductive tract. Owners are sometimes confused when a productive broodmare reaches her 20s and suddenly can no longer conceive, even after delivering many foals in the last few years. But these reproductive changes are due solely to aging and are independent of past reproductive performance.

For example, the oviduct is critical during the first five to six days of pregnancy. It collects the oocyte from the follicle and sperm from the uterus, and provides the environment for fertilization and early embryonic development. Yet there is evidence that collection of the oocyte from the follicle is less effective in older mares, disturbing the rhythm of the entire process.5

The ovary also suffers from aging. During the ovulatory season, older mares have been shown to have sporadic ovulations instead of regular ovulations at 21-day intervals. Research has shown that during these sporadic cycles, aging mares begin a process where the ovaries fail to grow large follicles, perhaps due to depleted reserves of oocytes. In one study, only 50% of mares aged greater than 20 years had three or more sequential ovulations during one season.6 Once cycles become sporadic like this, it is typically only a few years before reproductive senescence, or the end of a mare's reproductive life, becomes a reality.

Embryo Viability--Problems with oocyte and ovary viability have prompted the question of whether aged mares are reasonable candidates for embryo transfer. For example, aged mares have had embryos removed for transfer to younger recipient mares. Unfortunately, in general, fewer embryos are collected from older mares during each attempt, and these embryos tend to have more morphologic (structural) abnormalities. Research has also shown that these embryos tend to be delayed in their development, producing fewer pregnancies and more embryonic loss.7

Efforts are underway to determine if waiting an additional day before flushing the embryos from the uterus allows time for aged mares' embryos to compensate for delayed development. Even so, it is likely that there are still defects in embryos collected from older mares because of problems with the aged oocytes.

Oocyte Viability--There is growing evidence that oocyte defects might be of great concern for subfertility in aged mares. These defects haven't been specifically identified, but they are considered intrinsic and age-related. Research has shown that when the same stallion is used, oocytes from young mares (six to 10 years old) are significantly more likely to develop into embryonic vesicles by Day 12 (92%) than those from mares older than 20 years (31%), as evidenced by ultrasound examination.4

Another study reported pregnancy rates of 54-83% for oocytes from young mares (less than 13 years old) and 27-40% for oocytes from aged mares (older than 20 years). These older oocytes were often transferred into subfertile recipient mares in a commercial program, yet still obtained about 30% pregnancy or higher.8 These data again suggest that older oocytes have lower fertility. However, even a 30% pregnancy rate offers hope, and suggests that transfer of oocytes from older mares into healthy young recipients could hold promise.

ART Update for Sub-fertile Mares

New techniques are constantly evolving in the field of assisted reproduction. Many times, the practical applications arise from laboratory techniques developed for experimental purposes.

Oocyte Transfer--Compared to embryo transfer, which requires a donor mare to conceive and support an embryo for the first five to eight days of pregnancy, oocyte transfer requires only the growth of a pre-ovulatory follicle with a viable oocyte. Once transferred to a recipient mare, fertilization and embryonic and fetal development all take place within the recipient mare. Although data suggest that mares greater than 20 years of age have oocytes with decreased fertility, resulting in perhaps 30% pregnancy rate, this might be one of the best options for obtaining foals from aged mares.

Salvaging Oocytes--In this country, there is a limited source of ovaries from mares (such as slaughterhouses) to collect oocytes from follicles for experimentation. Therefore, when ovaries become available from a mare through donation after euthanasia or some other means, the immature oocytes can be collected, matured in culture, and transferred to recipients. This technique is now being applied more practically to salvage oocytes from ovaries of valuable mares that die suddenly or must be euthanatized.

The ovaries can be surgically removed and shipped to a facility at Colorado State University for oocyte recovery and recipient transfer. Three foals have been born since the technique was first attempted in 1999.4 Research continues to improve the protocol for transfer of ovaries and maturation of immature oocytes, some of which was presented at the 2004 American Association of Equine Practitioners convention. For more information, see the AAEP Wrap-Up next month.

Cryopreservation and Vitrification--The cryopreservation (cold storage) of oocytes or young embryos is problematic, since there is a high surface-to-volume ratio of these cells. The relatively slow process of traditional freezing can disrupt the cellular structure, rendering it unable to develop once thawed. Yet the use of frozen equine embryos has resulted in successful pregnancies, and the equine embryo structure plays an important role in that success. For example, the equine embryo is unique in that it forms a type of membranous protein capsule around itself that prevents cryoprotectant from penetrating and water from leaving.9 Smaller embryos (less than 300 micrometers) have been frozen most successfully, yet many breed registries won't register a foal that is produced this way.

Vitrification is a process of rapid freezing, and it has allowed oocytes to be successfully preserved for later transfer. In 2001, the first two foals were born from vitrified oocytes.10 One of the more practical aspects of vitrification is that it allows for direct transfer of frozen oocytes into a recipient, since the thaw is so rapid. In addition, immature oocytes that are vitrified can not only survive vitrification as well as mature oocytes, but can continue the maturation process afterward with good results.3

Future Directions

There are some things that are still out of reach for subfertile horses, even in the age of ART. Success with in vitro fertilization (IVF) for example, long a hope of the equine industry, has simply not materialized. Superovulation (stimulating multiple follicles to ovulate at once) in mares has been problematic. But embryo transfer continues to improve and is in wide use. Oocyte transfer is now providing the hope of producing foals from older mares. Insemination techniques are becoming more refined and allow greatly decreased numbers of sperm to achieve pregnancy.

The techniques of GIFT and ICSI are successfully achieving pregnancies. Cloning has been achieved in the equid. As with many other species, multiple laboratories are working to produce pregnancies from cloned equine embryos. A clone is simply an identical twin, so if this technique becomes a reality, particularly valuable horses might be candidates for cloning. Regardless, ART continues to advance, improving upon older techniques and adapting newer ones to improve reproductive success in horses.


REFERENCES:

  1. Householder, D.D.; Pickett, B.W.; Voss, J.L.; et al. Effect of extender, number of spermatozoa, and hCG on equine fertility. Journal of Equine Veterinary Science, 1: 9-13, 1981.
  2. Coutinho da Silva, M.A.; Carnevale, E.M.; Maclellan, L.J.; et al. Use of fresh, cooled and frozen semen during gamete intrafallopian transfer in mares. Theriogenology, 58: 763-766, 2002.
  3. Squires, E.L.; Carnevale, E.M.; McCue, P.M.; et al. Embryo technologies in the horse. Theriogenology, 59: 151-170, 2003.
  4. Carnevale, E.M.; Ginther, O.J. Defective oocytes as a cause of subfertility in old mares. Biology of Reproduction Monograph, 1: 209-214, 1995.
  5. Carnevale, E.M.; Griffin, P.G.; Ginther, O.J. Age-associated subfertility before entry of embryos into the uterus in mares. Equine Veterinary Journal, Supplement, 15: 31-35, 1993.
  6. Carnevale, E.M.; Bergfelt, D.R.; Ginther, O.J. Follicular activity and concentrations of FSH and LH associated with senescence in mares. Animal Reproductive Science, 35: 231-246, 1994.
  7. Vogelsang, S.G.; Vogelsang, M.M. Influence of donor parity and age on the success of commercial equine embryo transfer. Equine Veterinary Journal Supplement, 3: 71-72, 1989.
  8. Carnevale, E.M.; Squires, E.L.; Maclellan, L.J.; et al. Use of oocyte transfer in a commercial breeding program for mares with various abnormalities. Journal of the American Veterinary Medical Association, 218: 87-91, 2001.
  9. Seidel Jr., G.E. Veterinary Clinics of North America, Equine Practice: Diagnostic Techniques in Assisted Reproductive Technology. 12(1): 85-101, Cryopreservation of equine embryos. Ed. EL Squires. W.B. Saunders Co., Philadelphia, 1996.
  10. Maclellan, L.J.; Carnevale, E.M.; Coutinho da Silva, M.A.; et al. Pregnancies from vitrified equine oocytes collected from superstimulated and non-stimulated mares. Theriogenology, 58: 911-919, 2002.

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Genomics is a buzz word, even among scientists. The term genomics includes the entire complement of chromosomes, genes, and DNA sequences that make up humans and animals. Technological advances during the last 15 years have led to the entire genome sequencing for humans, mice, cattle, chickens, and dogs. Thousands of bacteria and viruses have been DNA sequenced as well. We know that vertebrates have approximately three billion DNA base pairs and 20,000 genes. However, the 20,000 genes account for only 3% of the DNA bases; we do not know a function for the remaining 97%. The amount of information produced by genomics is immense and has led to a wedding of biology with computer science in a field now called bioinformatics.

What will be the impact of genomics on horse breeding? Since the late 1600s, horse breeders have been renowned as geneticists, starting with the promotion of Thoroughbred race horses by England’s King Charles II. Three hundred years of selection changed the performance and athletic abilities of the Thoroughbred. Even in the shadow of genomics, the adage remains true, "Breed the best to the best and hope for the best." Why? The point is, while genomic studies focus on details of biology, the horse breeder considers the entire breeding program. So what benefits can the horse breeder derive from genomics? The answer is apparent in the large number of diagnostic tests produced from genomics research during the last decade of human medicine. They are akin to radiographs, bacterial cultures, and blood enzyme values, and thus have the potential to help develop better vaccines and therapeutics.

Already, genomics studies have led to development of diagnostic tests for bacteria, viruses, and several hereditary diseases of horses (hyperkalemic periodic paralysis of Quarter Horses, severe combined immunodeficiency disease of Arabian horses, glycogen branching enzyme deficiency disease of Quarter Horses, overo lethal white foal syndrome of Paint horses, and epitheliogenesis imperfecta of Belgian draft horses). Furthermore, scientists are developing tests to measure how genes are controlled by nutrition, exercise, vaccination, infection, and the disease processes such as developmental bone diseases, muscle diseases, colic, and laminitis. Every management practice has an impact on gene expression in the horse, and we will be able to measure it.

However, integrating genomics research with veterinary applications might be challenging. Research funds for horses are often earmarked to find specific treatments for specific problems. Meanwhile, genomics research does not produce drugs or vaccines by itself. Consequently, an initiative by the Morris Animal Foundation to fund teams of scientists to address important health problems for horses is particularly noteworthy.

Morris Animal Foundation accepted pre-proposals in February for their Equine Health Consortium initiative. The goal of the consortium approach is to encourage scientists to collaborate on large scale and solve important problems for the horse industry. Proposals were submitted covering topics from respiratory diseases to lameness to colic to hereditary diseases. Over a period of five years, $2.5 million will be raised for one consortium project. The concept is not simply to put more money into research. The goal is to bring together and harness the creative energy, individual expertise, and diverse resources of scientists working on these problems worldwide. Normally, competition is a healthy activity and stimulates creative thought. However, when resources are limited, the consortium approach assures collaboration and sharing of resources between institutions and industry, even as scientists approach problems from different angles. This initiative has potential to bring together the right teams of scientists to benefit the health and welfare of horses and possibly even include applications from the new field of genomics.

Author: Dr. Ernest Bailey, 859/257-4757, ebailey@uky.edu, Maxwell H. Gluck Equine Research Center, University of Kentucky, Lexington, Ky.

Reprinted from Equine Disease Quarterly, Department of Veterinary Science, Maxwell H. Gluck Equine Research Center, University of Kentucky, Lexington, Ky. 40546; 859/257-4757; www.uky.edu/Agriculture/VetScence/gluck1.htm.

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My mare just had a colt today and I have a concern about it because she is 13 years old and not broken. She had been broken three times prior to me getting her, and she won't come near anyone. My question is: How will I be able to mess with the colt without the mare coming after me? She is very protective of the colt, and I am very concerned about separating them when the time comes.

I want very badly to get the mare broken again where she can be ridden, but I have my doubts about that ever happening since I am sure she is very set in her ways and has in the past hurt the few riders she has had after being broken. I hope you can give me some suggestions as to what I should do under these circumstances. I am totally new at breeding and separating mares from their colts.             Marlene


For a situation such as yours, with a dam that is presently unable to be handled, I would recommend one of two strategies. The first could be to just not worry too much about the foal until you are ready to wean, in which case I would recommend weaning earlier rather than later--say three to five months. In that case, you'll have your hands full starting the larger and stronger foal that has never been touched--acclimating it to domestic life and people. But it can be done, with great results. It is probably not a good beginner project.

If you take this strategy of postponing foal handling until after weaning, in the meantime you want to maximize the positive and minimize the negative experiences of this mare and foal associated with people. So avoid herding or driving the mare or other activities that would teach the foal, either directly or via its dam's reaction, that people are to be avoided.

To increase the positive, it would likely help to hang out with the mare and foal as much as possible, maybe quietly sitting in the field as if you are paying no attention to the horses, with some apples or grain nearby to attract the mare to approach the area where you are. This may renew the mare's interest in people and build up some positive rapport, which will be automatically conveyed to the foal.

When you wean, it might help to minimize stress of the pair by separating the two in stages, rather than cold turkey. This can be done by first having them in adjacent pastures with a safe fence line, so that they can stand near one another without the foal nursing. If it's possible, a companion for the foal, such as a pony or another weanling in its pasture, can work wonders at breaking the tight dam-foal dependency. Once the dam and foal start spending considerable time away from one another along the fence line, you can start working with the foal alone, even away from the dam.

The second strategy for working with a foal whose dam is not tractable is to work out a system for peaceful intermittent separation from the dam and human interaction with the youngster before it is weaned. I've seen many systems, but basically what works well is a "creep" set up. "Creep" is used in the same sense as the "creep" feeder, where barriers are set up that only allow youngsters access to special feed. The foal can fit through the opening that the adults are too large to enter. In this case, you could arrange a fence or stall wall with a small opening or a short door that allows the foal to pass back and forth, but not the mare. You can either just wait for the foal to explore or actively entice the foal to come to the creep side. Then you quietly close the creep door and immediately give the dam some grain or other treat to simultaneously distract and reward her while the foal is on the creep side. If the foal is interested in grain, you can also reward the foal.

The first few times, you should just do brief separations, then quietly open the gate or door and let them rejoin. The goal is to gradually lengthen the separation from the dam and to quietly and calmly introduce people and touch and handling of the foal while keeping the dam calm and distracted. The dam should actually associate separation and handling of the foal with her reward. It usually works well, at least initially, if the dam can see the foal in the "creep" area.

For beginners who wish to gentle unhandled foals or horses, it's probably worth finding someone who does this type of work regularly. Even a brief "apprenticeship" can go a long way in safely and effectively acclimating a horse to people and handling. They will have tips for making it a safe and positive experience for everyone.

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