In contrast to adulterations, substitution can be legitimate in Foster’s practical definition[4]. Substitution involves offering substances in place of other more expensive ingredients or substituting substances for others that might not be readily available or available only at higher price. Accordingly, in the case of some traditional medicines originated from endangered species or with huge consumption in the market, substitution could be performed by local folks even though Chinese Pharmacopoeia has legally provided sources of each medicinal material. For instance, Astragali Radix (Huangqi), the dried root of Astragalus membranaceus (Fisch.) Bge. or A. membranaceus var. Mongholicus (Bge.)[49], is frequently substituted by Hedysari Radix (Hongqi), the root of Hedysarum polybotrys, in Gansu province of China[50]. With regard to Salvia, more than 20 congeneric species can be used as substitutes for S. miltiorrhiza by local folk[12]. For instance, S. przewalskii, S. yunnanensis and S. trijuga are three species grown in the southwest of China, and their roots are commonly used as Danshen in practice. Meanwhile, many other Salvia species exist, and they have application or efficacy distinct from S. miltiorrhiza. For example, the whole plant of S. plebeia principally has anti-inflammatory, antioxidative, antibacterial and antiviral activities, excluding anti-thrombotic effects[14]. In this study, we took the genus Salvia for example, and candidate species were selected predominantly based on the summary by Xiao et al[13] to explore vital influences determining which species could be used as S. miltiorrhiza substitutes.
To date, there have been some scientific reports associated with TCM substitutions mainly focusing on comparison of chemical compounds/metabolism and pharmacological effects between licensed originals and substitutes. Zhang et al.[51] compared the metabolite compositions of Ophicordyceps sinensis and its substitute cultured fermentation mycelia. They found that natural O. sinensis and its substitute showed significant differences in their metabolic profiles. BUT et al.[52] provided strengthened evidence that water buffalo horn could be used as an alternative for rhinoceros horn for its purging heat activities. For Salvia, Xiao et al.[13] made a comprehensive summary regarding the characteristics of chemical compounds between SMSs and nSMSs, and reported that lipophilic diterpene, one active ingredient of Danshen, was relatively higher in SMSs species. However, minor or even only traces were found in nSMSs. Several other investigations[53–56] reported similar observations in Salvia. These studies did not clearly specify substitute delimitation owing to ambiguous fundamental influential factors to determine substitutes in medicinal practice. Theories involving chemical composition and pharmacodynamics could not guide the discovery of alternative resources.
Pharmaphylogeny is a new frontier subject that interrogates the phylogenetic relationship of medicinal plants as well as the intrinsic correlation of molecular phylogeny, chemical constituents and therapeutic efficacy[57, 58]. The theory of pharmaphylogeny suggests that species with genetic links should be preferentially chosen as candidate substitutes and emphasizes the important role of genetic relationships in the development of surrogate resources. This theory has guided many successful cases of new medicinal resource exploitation. For example, Picroihiza scrophulariiflora (Xizang Huanglian) was discovered to be a substitute for P. kurrooa Royle ex Benth. (Huhuanglian) originated from India of Rhizoma Picrorhizae in the Chinese Pharmacopoeia 1995 edition[59]. However, in resource exploitation, some plant medicines whose related species were found in China had no pharmacological effects similar to target medicines[31]. Hence, other factors, apart from phylogenetics, could influence alternative species selection.
Basing on the scientific elucidation of daodi medicinal materials[32, 33], we suspected that ecology might be another key factor and hypothesized that phylogenetic relationship and geographical climate work together to determine which Salvia species has the potential to be selected as substitutes of Danshen. We tested this hypothesis from phylogenetic and ecological perspectives. Firstly, we took advantage of 14 cp genomes to conduct phylogenetic analysis since single or multiple DNA barcodes could not perfectly distinguish intraspecific and interspecific variation of Salvia[60, 61]. The 14 Salvia species came from all three distribution centres, of which three species were predominantly distributed in central Asia/Mediterranean, eight species were distributed in eastern Asia, and three species were distributed in central and south America. These species could cover different natural ecological environment of Salvia. Three main lineages were found in this topology of Salvia, congruent with that obtained by Walker et al.[62] and Hu et al.[63]. S. miltiorrhiza and SMSs were predominantly located in Clade 3 (Figure 1), which implied that S. miltiorrhiza and alternative species were closely related to each other. This result is consistent with the view of Pharmaphylogeny. Phylogeny is indeed an important influential factor that determines substitution. Secondly, we interestingly found that (i) S. plebeia and S. roborowskii were genetically related to S. miltiorrhiza but had distinct clinical applications (Table 1). (ii) Although S. deserta was in Clade1 relatively distantly related to S. miltiorrhiza (Figure 1), it had medicinal effects similar to those of S. miltiorrhiza and could be used as an alternative in Xinjiang region. The existence of three exceptional species suggested that other factors, apart from phylogeny, could influence substitution.
To test the role of ecology in alternative species selection, we carried out a series of analyses including PCA (Figures 3 and 4B), correlation (Figure 5A) and major climate factor analyses (Figure 5B). In PCA analyses, the climate data of 14 species were well separated into three groups (Figure 3). The bioclimatic points of S. miltiorrhiza and SMSs species gathered for a group imply their similar habitat. The growth environment of S. plebeia and S. roborowskii was well separated from that of S. miltiorrhiza and SMSs based on the second PCA analyses (Figure 4B). This finding indicated that their efficacy differentiation and non-fungible property could be attributed to environmental differences. Few overlap-points were found between S. deserta as well as S. miltiorrhiza and SMSs group (Figure 4B), confirming the impact of ecology on determining S. miltiorrhiza substitutes. The result of the correlation analyses (Figure 5A) suggested that the climate of species within each clade was apparently similar to that between two clades. S. miltiorrhiza and SMSs species were primarily located within Clade 3, and their growth environment were quite similar. To further confirm the classification of the habitat in Salvia, we conducted major climate factor analysis using thorough collection records. The major climate factors of three phylogenetic lineages were distinct (Figure 5B). However, the major climate factors of Clade 1 and 3 were bio14 and bio18, which were both related to precipitation, in spite of being in different periods. Hence, the growth environment of species in Clades 1 and 3 was somewhat similar and could explain why S. deserta in Clade 1 could be a substitute for S. miltiorrhiza to some extent. Thus far, all the three analyses proved the role of ecology in determining substitution for S. miltiorrhiza. Besides, inferred from Figure 2, the ecological differences between ‘S. miltiorrhiza and SMSs’ and nSMSs species in this study were originated from different geographical distribution. So here, two factors of ecology and geographical distribution of Salvia can be integrated in a comprehensive way.
By combining the present results with relevant reports[64, 65], we argued that phylogenetic relationship and environmental stress could be two forces that contribute to the delimitation of substitutable species and the homogeneity and diversity of medicinal effects of species within one genus. Genetics fundamentally affects the type of bioactive components and biosynthetic and pharmacological function. S. miltiorrhiza and substitutes are used interchangeably in folk, reflecting the similarity in the type of bioactive ingredients and their chemical profile. This similarity could be attributed to the shared genetic base associated with synthesis of two main active compounds (phenolic acids and lipophilic diterpene components), metabolic pathways and accumulation pattern[66]. For another, environmental signals, as (i) abiotic elicitors that influence plant secondary metabolism[67] and (ii) motive forces that provide directions for genetic variation and evolution[68], could be important regulators that lead to similar efficacy between S. miltiorrhiza and substitutes. This study presented the natural biology of medicinal resource substitution. Other medicinal plants can learn from this biology towards developing alternative resources.
In this study, two main influences of both phylogeny and ecology were focused when studying the biology of medicinal resource substitution, of course, we realized that some other factors, such as medication customs, market accounts[69], medical culture, socioeconomic and species distribution, may also have an impact on substitution. European and American distribution centre countries use more chemicals than herbs. In economically developed areas, the choice of medicine was wider, so it would not be limited to the discovery of alternative species. The content of lipophilic diterpene, one active ingredient in Danshen, was minor or even only traces in species mainly located in Europe and America, which could also lead to their non-substitution for S. miltiorrhiza. The alternative character of S. deserta could be attributed to the shape of similar growth environment, inferred from our study (Figures 3, 4, and 5), as well as to its available local genetic material in western Chinese region Xinjiang. Therefore, this study only revealed the biology of resource substitution of S. miltiorrhiza from the perspective of natural science. Besides, we do note that in this study, there was a limitation of cp genomes and as a consequence, it might not fully show the real effect of phylogeny and ecology on substitution. However, our sampling size is by far the largest and most extensive in medicinal resource substitution research. Additional Salvia cp genomes and bioclimatic data will be needed to improve our ability to examine and better define the role of phylogeny and ecology in resource substitution in the following research.