This whole subtopic is higher level. Nothing in it is on an SL paper.
Educerie · IB Diploma · Biology
Theme A Unity and diversity · A2.3 Viruses
What you must be able to do
| You must be able to | Level | What it looks like in the exam |
|---|---|---|
| Outline the structural features common to all viruses | HL only | "Outline the features shared by all viruses" (3 marks) |
| Describe how viruses vary, using lambda, coronaviruses and HIV | HL only | "Compare the structure of HIV and phage lambda" (3 marks) |
| Describe the lytic cycle of phage lambda, and the host's role in it | HL only | "Describe the lytic cycle of a named virus" (4 marks) |
| Describe the lysogenic cycle of phage lambda | HL only | "Distinguish between the lytic and lysogenic cycles" (3 marks) |
| Discuss the evidence that viruses have several origins | HL only | "Discuss the hypotheses for the origin of viruses" (4 marks) |
| Explain why some viruses evolve rapidly, with influenza and HIV as examples, and the consequences for treatment | HL only | "Explain why a new influenza vaccine is needed each year" (3 marks), Paper 1B data |
Before you start
You need A1.2 (DNA and RNA, single- and double-stranded, and the universal genetic code), A2.1 (why viruses are considered non-living) and A2.2 (prokaryotic cells, 70S ribosomes, plasma membranes). The first half of D4.1, natural selection, helps with section 7, but the essentials are explained here.
1The idea in one paragraph
A virus is a few genes in a protein coat. It has no cytoplasm, no ribosomes and hardly any enzymes, so it cannot do anything by itself; it can only get into a host cell and use the host's machinery to make copies of itself. That is how a virus can exist with so few genes: the host supplies everything else. Beyond that shared minimum, viruses vary enormously. Their genetic material can be DNA or RNA, single- or double-stranded; some are wrapped in a stolen piece of host membrane and some are not. Phage lambda, which infects bacteria, can either destroy its host at once (the lytic cycle) or hide its DNA in the host's chromosome for generations (the lysogenic cycle). Viruses probably arose more than once, and some of them, influenza and HIV among them, evolve so quickly that vaccines and drugs struggle to keep up.
2What all viruses share
Very few features are shared by every virus. The guide lists five, and Figure 1 shows them.
- A small, fixed size. Most viruses are 20–300 nm across, far smaller than a bacterium, and they do not grow: each virus particle is assembled at its final size.
- Nucleic acid as the genetic material. Either DNA or RNA, never both.
- A capsid made of protein. A coat of many identical protein subunits that protects the nucleic acid and, in many viruses, helps it attach to the right host cell.
- No cytoplasm. There is no watery interior in which metabolism could happen.
- Few or no enzymes. Some viruses carry one or two enzymes they need at the very start of infection, such as the reverse transcriptase of HIV, but none carries the enzymes of metabolism.
Now the guiding question answers itself. How can viruses exist with so few genes? Because a virus does not need genes for ribosomes, for ATP production, for membrane building or for nutrition. It relies on the host cell for its energy supply, its nutrition, its protein synthesis and every other life function. It only needs genes to hijack a cell and to build more of itself. Some viruses have fewer than ten genes; a bacterium has thousands.
3How viruses differ
Beyond those five features, viruses are highly diverse in shape and structure. They vary in three ways the guide names.
- Genetic material. It may be DNA or RNA, and either can be single-stranded or double-stranded. No cell has single-stranded DNA or double-stranded RNA as its genome; viruses have all four types.
- Envelope or no envelope. Some viruses are enveloped: as they leave a host cell, they wrap themselves in a piece of the host's plasma membrane, studded with their own proteins. Others have no envelope and are just a capsid.
- Shape. Capsids can be helical rods, many-sided spheres, or complex shapes such as the head and tail of many bacteriophages.
The guide's three examples cover the range, and Figure 2 draws them.
| Bacteriophage lambda | Coronaviruses | HIV | |
|---|---|---|---|
| Host | the bacterium E. coli | animals, including humans (for example SARS-CoV-2) | humans: helper T cells of the immune system |
| Genetic material | double-stranded DNA | single-stranded RNA | single-stranded RNA, two copies |
| Envelope | none | yes, from host membrane | yes, from host membrane |
| Capsid | an icosahedral head on a long, flexible tail | helical, inside the envelope | cone-shaped, inside the envelope |
| Notable feature | can be lytic or lysogenic | spike proteins on the envelope give the "crown" (corona) look and bind to host cells | carries reverse transcriptase, which copies its RNA into DNA |
4The lytic cycle of phage lambda
A bacteriophage (or phage) is a virus that infects bacteria. Phage lambda infects E. coli, and the guide uses it to show both of the ways a virus can use a cell. The first is the lytic cycle, which ends in the destruction (lysis) of the host. Figure 3 goes round it.
- Attachment. The tip of the phage's tail binds to a specific receptor protein on the outer surface of E. coli. The fit is specific, which is why lambda infects E. coli and not your cells.
- Injection. The phage injects its DNA through the tail into the bacterium. The empty capsid stays outside. Once inside, the linear lambda DNA joins its ends to form a circle.
- Replication and synthesis. The phage genes are transcribed and translated by the host. Host enzymes and the host's supply of nucleotides and ATP copy the phage DNA many times; host ribosomes and amino acids make phage proteins for new heads and tails.
- Assembly. New capsids form, each is packed with a copy of the phage DNA, and tails attach.
- Lysis. A phage-coded enzyme breaks down the bacterial cell wall. The cell bursts and releases around a hundred new phages, each able to infect another cell.
Every one of those stages except attachment and injection runs on the host's resources. The phage brings instructions; the bacterium supplies the energy, the raw materials and the machinery. The whole cycle takes about an hour.
5The lysogenic cycle of phage lambda
Lambda has a second option. In the lysogenic cycle it does not destroy the host straight away, and Figure 4 shows what it does instead.
- Injection. As before, the phage attaches and injects its DNA, which forms a circle.
- Integration. An enzyme coded by the phage inserts the phage DNA into the bacterial chromosome at a particular site. Inserted phage DNA is called a prophage.
- Dormancy and division. A phage protein, a repressor, switches off the genes that would start the lytic cycle. The bacterium lives, grows and divides normally, and every time it copies its chromosome it copies the prophage too, so all its descendants carry the virus.
- Induction. If the bacterium is stressed, especially if its DNA is damaged, for example by ultraviolet light, the repressor is destroyed.
- Excision and lytic cycle. The prophage cuts itself out of the chromosome and the phage enters the lytic cycle, making new phages and bursting the cell.
The logic makes sense from the virus's point of view. Lysis multiplies the virus fast but destroys the host. Lysogeny lets the virus be copied, free, with every division of a healthy host, and it can switch to lytic when the host looks likely to die anyway.
| Lytic cycle | Lysogenic cycle | |
|---|---|---|
| Phage DNA | stays separate from the host chromosome | integrates into the host chromosome as a prophage |
| Phage genes | expressed at once | mostly silenced by a repressor |
| Host cell | destroyed within about an hour | survives, and divides normally |
| New phages | made immediately | none, until induction |
| Spread | new phages infect other cells | passed to every daughter cell when the host divides |
6Where did viruses come from?
Viruses leave no fossils, so their origins are worked out from their structure and their genes. The guide's key point is that the diversity of viruses suggests several possible origins, not one. Figure 5 sets out the main hypotheses.
- The escape hypothesis. Viruses began as pieces of a cell's own genetic material, such as a few genes, that gained the ability to leave one cell and enter another, collecting a protein coat along the way.
- The reduction hypothesis. Viruses descend from cells that became parasites inside other cells. Living inside a host, they no longer needed their own ribosomes or metabolic genes, lost them over many generations, and were reduced to the minimum.
- The virus-first hypothesis. Viruses arose before, or alongside, the first cells. This is hard to square with the fact that every virus needs a host cell to reproduce.
Different groups of viruses may have come about in different ways; the evidence does not force a single answer. Two further points from the guide make the argument.
Shared features may be convergent evolution. Viruses share an extreme form of obligate parasitism: they cannot reproduce at all without a host. Any line of genetic parasites that adopted this way of life would face the same problems and tend to arrive at the same solutions: a protective protein coat, a small genome, no metabolism. So the features all viruses share do not prove they share an ancestor. They may be convergent evolution, the independent evolution of similar features in unrelated groups under similar selection pressures, just as the wings of birds and bats evolved separately.
The genetic code is shared with living organisms. Viruses use the same genetic code as cells. They have to, because their genes are read by the host's ribosomes. That places viruses firmly within the same history as cellular life: whatever their origins, they arose from, or together with, cells that already used this code. (The linking question asks whether life's history is one of rising complexity. The reduction hypothesis is a reminder that evolution can simplify as well.)
7Rapid evolution in viruses
Some viruses evolve faster than any cellular organism, fast enough to change noticeably within a year or within one patient. The guide asks for the reasons, two examples, and the consequences for treatment.
Why some viruses evolve so fast.
- High mutation rates. Many RNA viruses copy their genomes with enzymes that make frequent errors and cannot check and correct them, unlike the DNA polymerases of cells, which proofread. HIV's reverse transcriptase and influenza's RNA polymerase are both error-prone. Almost every new virus particle differs slightly from its parent.
- Very short generation times. A new generation can be produced within hours.
- Enormous numbers. One infected person can carry billions of virus particles, so even rare mutations appear somewhere every day.
- Strong selection. The host's immune system and antiviral drugs kill most viruses, so any variant that escapes them multiplies rapidly and replaces the rest. This is natural selection at high speed.
- Mixing of genes. When two strains infect the same cell, their genetic material can be shuffled together into new combinations.
Influenza. The influenza virus is enveloped, with an RNA genome in eight separate segments. The proteins on its surface, haemagglutinin and neuraminidase, are what the immune system recognises. Figure 6 shows the two ways they change.
- Antigenic drift. Mutations accumulate in the genes for the surface proteins, slowly changing their shape. After a year or two, antibodies made against last year's virus fit this year's less well, so people can be infected again. This is why flu returns every winter.
- Antigenic shift. When two different influenza strains, for example one from birds and one from humans, infect the same cell (pigs can host both), their RNA segments can be swapped, producing a virus with a new combination of surface proteins. Almost nobody has immunity to it, and it can spread worldwide as a pandemic.
Consequences for treatment. A flu vaccine trains the immune system to recognise particular surface proteins, and because of drift those proteins keep changing. Scientists therefore monitor circulating strains and update the vaccine every year to match the strains they predict will dominate. A shift can produce a virus that no existing vaccine covers, so a new vaccine has to be developed quickly. Antiviral drugs can also lose their effect as resistant strains are selected.
HIV. HIV evolves even faster, and it does so inside each infected person. Its reverse transcriptase makes errors as it copies the viral RNA into DNA, and it replicates constantly, so a single patient carries a huge and ever-changing population of variants.
Consequences for treatment. This is the reason HIV is never treated with one drug. Among the billions of viruses in a patient, a few will already carry a mutation that makes them resistant to any single drug. Give that drug alone and it kills the susceptible viruses, the resistant ones multiply, and within months the drug no longer works. Figure 7 shows the selection.
The answer is combination therapy: three or more antiretroviral drugs, acting on different viral targets, taken together. To survive, a virus would need resistance mutations against all three at once, which is extremely unlikely, so the virus stays suppressed. It cannot be eliminated, though, and treatment must be taken every day for life, because any lapse lets the virus replicate and evolve again. Rapid evolution is also one reason there is still no effective HIV vaccine: the surface proteins a vaccine would target keep changing.
8Where marks are lost
Calling a virus a cell. A virus has no cytoplasm, no ribosomes and no metabolism. It is not a cell and is not considered living.
"All viruses contain DNA". Genetic material can be DNA or RNA, single- or double-stranded. Coronaviruses, influenza and HIV all have RNA.
Saying the envelope is made by the virus. The envelope is host plasma membrane, taken as the virus leaves the cell, with viral proteins inserted into it.
Leaving the host out of the lytic cycle. The marks are in what the host supplies: its enzymes, nucleotides, ATP and ribosomes make the new phages.
Confusing lysogenic with "inactive" or "dead". In the lysogenic cycle the phage DNA is integrated and copied with every host division; it is dormant, not destroyed, and it can switch to lytic.
Treating shared features as proof of a common ancestor. Similar features in viruses may be convergent evolution driven by the same parasitic way of life.
Saying the virus "decides" to become resistant. Resistant variants arise by random mutation, before the drug is given; the drug only selects them.
Mixing up drift and shift. Drift is gradual mutation of surface protein genes. Shift is the swapping of whole RNA segments between strains, producing a new subtype suddenly.
9Draw it right
Two diagrams in this subtopic earn marks.
- A virus. Draw the capsid (label "protein capsid") and the nucleic acid inside it (label "DNA" or "RNA" as appropriate). For an enveloped virus, add an outer membrane labelled "envelope from host plasma membrane" with surface proteins. For lambda, draw the head, the tail and the DNA in the head.
- A viral cycle as a flow diagram. Number the stages, keep them in order and put a verb in each: attaches, injects, replicates, assembles, lyses. For lysogeny, show the phage DNA inside the bacterial chromosome, labelled "prophage", and an arrow for induction back into the lytic cycle.
- Label the host cell as E. coli for lambda, and show what the host supplies at each stage if the question asks you to explain.
- Draw large, use ruled label lines, and keep text out of the drawing itself.
10Try it
Marks in brackets. Answers and marker's notes are at the end.
Q1. Outline the structural features that are common to all viruses. 3 marks
Q2. Compare and contrast the structure of bacteriophage lambda and HIV. 3 marks
Q3. Describe the lytic cycle of bacteriophage lambda. 4 marks
Q4. In a study, patients infected with HIV were given either one antiretroviral drug or a combination of three. The percentage of patients in whom drug-resistant virus was detected was recorded over two years. The data are invented for this question.
| Time since treatment began / months | 0 | 6 | 12 | 24 |
|---|---|---|---|---|
| One drug: patients with resistant virus / % | 0 | 18 | 45 | 72 |
| Three drugs: patients with resistant virus / % | 0 | 2 | 3 | 4 |
(a) Calculate the difference between the two treatments at 24 months. 1 mark
(b) Explain why resistance appeared rapidly in patients given one drug. 3 marks
(c) Explain why combination therapy slowed the appearance of resistance. 2 marks
Q5. Explain why a new influenza vaccine is produced each year. 3 marks
Q6. Discuss the evidence for the origins of viruses. 4 marks
11In one breath
Every virus is small and of fixed size, has DNA or RNA inside a protein capsid, and has no cytoplasm and few or no enzymes; it exists with so few genes because the host cell provides energy, nutrition, protein synthesis and every other life function. Beyond that, viruses vary: DNA or RNA, single- or double-stranded, enveloped in host membrane or not, as lambda (double-stranded DNA, head and tail, no envelope), coronaviruses (enveloped RNA with spikes) and HIV (enveloped RNA with reverse transcriptase) show. Lambda's lytic cycle is attach, inject, replicate using the host, assemble, lyse: about a hundred new phages in about an hour. In its lysogenic cycle the DNA integrates as a prophage, a repressor keeps it silent, it is copied at every host division, and DNA damage induces it to excise and turn lytic. Viruses probably arose several times, by escape or by reduction; their shared features may be convergent evolution from a shared parasitic life, and their shared genetic code ties them to cellular life. Error-prone copying, short generations, huge numbers and strong selection make influenza and HIV evolve fast: influenza drifts and shifts, so vaccines are updated yearly, and HIV escapes any single drug, so it is treated with combinations of three.
Answers
Q1. Viruses are small, typically 20–300 nm, and have a fixed size. Their genetic material is nucleic acid, either DNA or RNA. The nucleic acid is enclosed in a capsid made of protein. They have no cytoplasm, and few or no enzymes. 1 per feature, up to 3. "Viruses are not cells" alone scores 0; it must be expressed as a structural feature such as no cytoplasm.
Q2. Similarities: both have nucleic acid as genetic material inside a protein capsid, and both lack cytoplasm and ribosomes. Differences: lambda has double-stranded DNA, whereas HIV has single-stranded RNA; HIV has an envelope derived from host plasma membrane, whereas lambda has no envelope; lambda has a head-and-tail capsid, whereas HIV has a cone-shaped capsid; HIV carries the enzyme reverse transcriptase. 1 for a similarity, 2 for differences stated as comparisons. Missing similarities caps the answer at 2.
Q3. The phage attaches by its tail to specific receptor proteins on the surface of E. coli. It injects its DNA into the bacterium, leaving the capsid outside. The phage DNA is replicated by host enzymes, and host ribosomes synthesise phage proteins, using the host's nucleotides, amino acids and ATP. New phages are assembled, with DNA packed into the heads. A phage enzyme breaks down the cell wall, the cell lyses and the new phages are released to infect other cells. 1 each for attachment, injection, replication and protein synthesis by the host, and assembly with lysis. A sequence with the host's role missing is capped at 3.
Q4. (a) 72 − 4 = 68 percentage points. (b) HIV's reverse transcriptase makes many copying errors and the virus replicates rapidly in huge numbers, so mutants resistant to the drug are likely to be present before treatment. The drug kills susceptible viruses, but resistant ones survive and reproduce, so resistant virus becomes the majority. This is natural selection. (c) To survive three drugs, a virus would need resistance mutations to all three at the same time, which is very unlikely, so resistant variants rarely arise and the population stays suppressed. (a) 1 for 68 percentage points. (b) 1 for high mutation rate or error-prone reverse transcriptase, 1 for resistant variants surviving the drug, 1 for their reproduction or natural selection. (c) 1 for the need for several simultaneous mutations, 1 for the low probability or suppressed replication. In (b), "the virus becomes resistant to the drug" with no selection scores 1 at most.
Q5. Influenza viruses evolve rapidly because their RNA polymerase makes errors and cannot correct them, and they replicate in huge numbers. Mutations in the genes for surface proteins such as haemagglutinin and neuraminidase change their shape, which is antigenic drift. Antibodies and memory cells produced in response to earlier vaccines or infections no longer recognise the changed proteins well, so the vaccine is updated each year to match the strains expected to circulate. Antigenic shift can also produce entirely new subtypes. 1 for a high mutation rate with a reason, 1 for changed surface proteins by drift, 1 for loss of recognition by existing antibodies leading to updated vaccines.
Q6. Viruses are very diverse in their genetic material and structure, which suggests they did not all arise in the same way. They may have arisen by escape of genetic material from cells, or by reduction of parasitic cells that lost their own structures. The features all viruses share, such as a protein capsid and a small genome, could be the result of convergent evolution, because all viruses are obligate parasites facing the same selection pressures, so the shared features do not prove a single origin. Viruses use the same genetic code as cellular organisms, which shows they are related to cellular life and must have arisen from or alongside cells. Evidence is limited because viruses do not form fossils. 1 for diversity suggesting several origins, 1 for a named hypothesis explained, 1 for convergent evolution due to obligate parasitism, 1 for the shared genetic code or the lack of fossils as a limitation. A list of hypothesis names with no evidence scores 1 at most.
Educerie · written from the published IB Diploma Programme Biology guide, first assessment 2025, section A2.3 Viruses. Original text, examples and questions. Diagrams drawn by Educerie. Last reviewed 25 September 2026.
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