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Monarch larvae are specialist herbivores of plants
in the family Asclepiadaceae (milkweeds), and have been recorded
feeding on 27 different North American species in this family (Malcolm
and Brower 1989). The larvae sequester toxic steroids, known as
cardenolides, from milkweed (Brower 1969; Brower & Glazier
1975; Malcolm 1991, 1995), and they use these cardenolides as a
defense against predators. The bad taste and toxicity of both the
larvae and adults are advertised by conspicuous, warning coloration.
When a bird predator tastes a monarch, it learns to associate this
color pattern with the bad taste, and avoids preying on monarchs
in the future.
Much of the research on the relationship between
monarchs and milkweed has focused on the following questions:
How Do Chemicals
in Milkweed Benefit Monarchs?
Early in the 20th century, Poulton (1909) suggested
that the reason that monarchs feed only on milkweeds might be because
chemicals in the milkweeds provide them with some protection from
predators. However, it was not until the 1960s that researchers
discovered that cardenolides were the chemicals in milkweed that
made monarchs toxic and bitter-tasting (Parsons 1965). Since then,
several studies have shown that monarchs are able to sequester
these toxic compounds. For example, Figure 1, drawn from data collected
by Malcolm and Brower (1989) shows the range of cardenolide concentrations
found in one species of milkweed, A. viridis, and adult
monarchs that fed on that milkweed as larvae. Since the adults
do not eat milkweed, this shows that they have stored the cardenolides
that they ingested as larvae.

Figure 1. Frequency
distribution of cardenolide concentrations in A. viridis (collected
in Louisiana) and monarch butterflies fed this species. This
shows that monarchs are able to store cardenolides that they
ingest as larvae. Data from Malcolm and Brower 1989.
The cardenolides obtained from milkweed make monarchs
toxic to many vertebrate predators (e.g. Brower et al. 1974, Rothschild
et al. 1975). For example, captive bluejays fed monarchs containing
cardenolides throw up after eating the monarchs, and the probability
of their throwing up increases with increasing cardenolide concentration
in the monarch (e.g. Brower 1969, Brower et al. 1972, Brower and
Glazier 1975). Other work has shown that wild monarchs containing
high levels of cardenolides are also less susceptible to natural
predation by both birds (Fink and Brower 1981) and mice (Glendinning
et al. 1988).
Protection from vertebrate predators is probably
most important to later larval instars, pupae, and adults, whereas
earlier instars are more likely to be eaten by arthropods such
as mites, spiders, ants, wasps and bugs (Figure 2). Vertebrates
tend to be long-lived and able to use learning to avoid noxious
foods, and most people agree that the bright colors found on monarchs
and other toxic insects help to identify them to vertebrate predators
that have learned to associate these colors with bad tastes (e.g.
Turner 1984). However, it is not clear that invertebrate predators
learn to associate bright colors with bad taste, or even that monarchs
are toxic to invertebrate predators. Since most mortality of monarchs
probably occurs in the early instars (see Monitoring
data), the lack of knowledge on the relationship between
milkweed, monarchs and invertebrate predators represents an important
gap in our knowledge.
Figure 2
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Ants eating a monarch
larva. Note fluid being expelled from the
monarch's mouth; this is a defensive behavior.
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This red spider mite
is sucking all of the contents from a monarch egg,
and thus killing it.
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Variation Among
Milkweeds and Monarchs in Toxin Concentration
Roeske et al. (1976) showed that different species
of milkweed contained different concentrations of toxins, and that
monarchs reared on these species also varied in the amount of toxins
in their bodies. However, there is not a perfect correlation between
the amount of cardenolides in plants, and the monarchs that consume
them. Figure 3 shows the concentration of cardenolides in various
milkweed species, and the concentrations in adult monarchs that
were fed these milkweeds as larvae. Monarchs that were fed A.
viridis from Florida had the highest cardenolide concentrations,
even though the plants themselves had intermediate levels (see
figure 3). It appears that monarchs fed high cardenolide plants
do not concentrate the toxins as effectively as do monarchs from
intermediate and low cardenolide plants (Malcolm and Brower 1989).

Figure 3. Mean
cardenolide concentrations in 12 milkweed species, and monarchs
fed these plants as larvae. Each point represents mean values
from 18 to 158 pairs of plants and monarchs. Data from Malcolm
and Brower 1989.
In addition to variation in cardenolide concentration
between milkweed plants of different species, there is also a great
deal of variation within plant species. For example, one of the
plant species shown in figure 3, A. syriaca (common milkweed),
had cardenolide concentrations ranging from 0 to 792 m g/0.1
g dry weight (Malcolm and Brower 1989). While it is not completely
clear what causes so much variation, recent work by Steve Malcolm
and his collaborators (e.g. Malcolm and Zalucki 1996) showed that
plants produced more cardenolides within 24 hours after being damaged.
This suggests that cardenolides are an example of an "inducible" plant
defense; this would benefit the plant, since it would only have
to invest in defenses when it needed them. Perhaps the variation
in plant cardenolide concentration is due partly to variation in
damage by herbivores.
Recent work by Alfonso Alonso has shown that monarchs
lose cardenolides as they get older. Over a period of 30 days the
concentration of cardenolides in the wings and abdomens of monarchs
kept in an outdoor cage decreased by about 600 m g/0.1
g dry weight (Alonso-Mejia and Brower 1994). Similar decreases
in concentration occur over the overwintering period in Mexico
(Alonso 1996), suggesting that monarchs become less protected from
predators as they get older. Alonso thinks that this decrease is
due to scale loss from the butterflies wings, denaturation
of the cardenolides, and excretion (Alonso 1996).
Effects of Milkweed
Defenses on Monarch Larvae
Monarchs are thought by many people to be specialists
that incur little cost to feeding on milkweeds. In fact, they do
appear to benefit both nutritionally and defensively from their
milkweed diet (Malcolm 1991, 1995). However, plants use a variety
of defenses against the animals that eat them, and the cardenolides
in milkweeds are present to protect the plants, not to protect
the monarchs eating them. The defensive system of milkweeds was
well-described by Dussourd (1993): "milkweed leaves contain
a ramifying network of latex canals pressurized with a lethal brew
of toxic cardenolides in a quick-setting glue." Thus,
it should not be surprising that monarchs do suffer some ill effects
from feeding on milkweed.
Recent evidence has shown that the larvae are negatively
affected by the milky latex characteristic of milkweeds, which
can gum up the mandibles of small larvae so that they can no longer
eat. Zalucki & Brower (1992) conducted an experiment in which
they followed almost 700 monarchs from the egg stage to the second
instar stage. They found very low survival (from 3 to 11%), and
determined that about 30% of larvae were killed when they became
mired in milkweed latex. Supporting this result, Malcolm and Zalucki
(1996) and Zalucki & Malcolm (1998) found higher survival of
first instar larvae when they fed on leaves on which the latex
flow had been cut off.
In addition to the negative effects of the latex,
there is evidence that monarchs may also be affected negatively
by milkweed cardenolides (Zalucki et al. 1990). Early instar survival
is lower on plants with high cardenolide levels, and larvae that
happened to swallow some of the latex had a strong response, as
described by Zalucki & Brower (1992): "the anterior
portion of the larvas body looked pale, the larva backed
onto the silk mat, assumed a position with its prolegs anchored,
and raised the anterior part of its body and tucked its head down.
The larva would remain cataleptic in this position for up to 10
minutes before continuing its biting behavior." Other
evidence that high cardenolide levels may be harmful to larvae
is the fact that females prefer to oviposit on plants that have
intermediate levels of this toxin (Zalucki et al. 1990, Oyeyele
and Zalucki 1990, Van Hook and Zalucki 1991).
Monarch larvae appear to use a variety of strategies
to avoid these affects. Small larvae use a 'trenching' behavior,
in which they chew a small circle through the surface of the leave,
making a circular area to which latex does not flow (figure 4).
Larger larvae cut through the mid-vein of a leaf, cutting off latex
flow to the entire leaf (figure 5) Both of these behaviors provide
protection from the sticky latex, and possibly also from the toxins,
which are more concentrated in the latex (Zalucki and Brower 1992).
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Figure 4
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Figure 5
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A first instar monarch
larva chewed a circle through the top layer
of this leaf, cutting off the flow of latex.
The larva then ate the milkweed within the circle.
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This fifth instar
larva has notched the midvein of the milkweed
leaf, thus cutting off the flow of latex to the entire
leaf.
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References
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