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Foreword

Contemporary Clinical Immunology and Serology is part of Pearson’s Clinical Laboratory Science series of textbooks, which is designed to balance theory and practical applications in a way that is engaging and useful to students. The authors of and contributors to Contemporary Clinical Immunology and Serology present highly detailed technical information and real-life case studies to help learners envision themselves as members of the health care team providing the laboratory services specific to immunology in assisting with patient care. The mixture of theoretical and practical information relating to immunology provided in this text allows learners to analyze and synthesize this information and, ultimately, to answer questions and solve problems and cases. Additional applications and instructional resources are available at www.myhealthprofessionskit.com.

We hope that this book, as well as the entire series, proves to be a valuable educational resource.

Clinical Laboratory Science Series Editor Pearson Health Science

Associate Dean for Graduate Education Department of Clinical Laboratory Science Doisy College of Health Sciences Saint Louis University St. Louis, Missouri

Preface

This first edition of Contemporary Clinical Immunology and Serology is written for students that will use, order, or design clinical immunology assays. This includes students in the medical technology/clinical laboratory scientist (MT/CLS) and medical laboratory technician/clinical laboratory technician (MLT/CLT) programs as well as those in biotechnology programs and other science undergraduates and graduates interested in a medically oriented immunology course. Immunology has become an essential part of many scientific careers, and this text and related course is designed to benefit individuals in undergraduate and graduate science courses who want to understand the current state of the art in basic immunology, immunological diseases, and clinical diagnosis using immunological methods. Contemporary Clinical Immunology and Serology is also a useful reference for practicing laboratory professionals. Medical residents in allergy, rheumatology, immunology, and internal medicine also will find it useful.

The primary authors, Kate Rittenhouse-Olson and Ernesto De Nardin, have combined over 40 years in teaching immunology to medical technology, biotechnology, dental, medical, and graduate students. They wrote this book with the constant consultation of a team of clinical laboratory scientists at Buffalo, New York, area hospitals, National Reference Laboratories, and colleagues met during interactions with continuing medical laboratory education efforts sponsored by the American Society of Clinical Pathologists (ASCP). Contemporary Clinical Immunology and Serology includes the newest techniques used by professionals in the field; this, in turn, ensures that students using this book will be well prepared to work in modern clinical immunology laboratories, understand the data generated by the techniques in these laboratories, and use the conclusions from the results obtained to provide the best patient care.

The material presented in this text has been classroom tested; full-color tables and illustrations have been included to offer the content in the best and most interesting manner. In addition, the inclusion of sample exam questions and cumulative tables help students study the material and gain the knowledge needed to pass the national certification exam.

organization oF Contemporary CliniCal immunology and Serology

This book is organized in 5 parts: (1) the immune system and its components, (2) the basic principles and methodology of immunological assays, (3) the serology of noninfectious disorders, (4) the serology of infectious disorders, and (5) additional information related to clinical laboratory immunology.

Each section builds on material from the previous sections. Part 1 introduces the innate and acquired immune systems; it begins with an overview of these systems followed by more specific details so that students can apply this information to the subsequent sections. Part 2 addresses the principles and methodologies of different assays, starting with the simpler unlabeled assays followed by the more complex labeled ones. All assays, including the newest techniques such as the multiplex ones, described in this book are currently and routinely performed in modern clinical immunology laboratories. Some older techiques no longer routinely used (eg, complement fixation) are mentioned in passing for historical purposes but are not discussed. Included in Part 2 is a chapter on mathematical calculations and formulas used in various assays from performing serial dilutions to determining the positive predictive value of a particular assay or kit. Understanding the principles and methodology of contemporary clinical immunology techniques is essential for preparing students to work in both a clinical or a research setting.

Parts 3 and 4 build on the material in Parts 1 and 2. Part 3 describes the serology of noninfectious clinical disorders; these include allergy and hypersensitivity, autoimmunity, tumors, hematologic malignancies, transplantation immunology, and primary immunodeficiency diseases. Part 4 discusses the role of the clinical immunology laboratory in the diagnosis of infectious diseases. It begins with a follow-up of immunodeficiency by covering acquired immunodeficiencies including HIV and AIDS and continues with viral diseases, including a chapter on hepatitis and one on the Herpesvirdae family and other viruses. Part 4 then continues with a chapter on bacterial disease, including streptococcal and clostridium infections, syphilis, and Lyme disease. The final chapter in this section covers fungal and parasitic diseases. Part 5 completes the texbook with a chapter on forensic serology, one on basic laboratory safety and regulations, and another on molecular biology techniques.

SUitaBLe For aLL LeveLS

oF Learning

Contemporary Clinical Immunology and Serology has been designed for CLT/MLT and CLS/MT students as well as students in biotechnology and those in all health care professions that may use, design, or order these tests. The chapter outlines and detailed objectives provided in the beginning of each chapter allows instructors to select the material and level of content applicable to their specific course. Parts 1 and 2 contain enough background material to prepare the beginning students for subsequent sections and can serve as a

review for more advanced students and keep them up-to-date with recent developments in the field.

UniQUe PeDagogicaL FeatUreS

objectives and Detailed course outline: Each chapter has its own objectives that were used to generate examination questions for the question bank. Furthermore, the detailed chapter outlines help students find the information specific to the objectives and attempt to help them understand why they are learning the specific material. Each chapter begins with an introduction meant to stimulate interest and ends with a summary to review the key points in the chapter. The many illustrations (with some repetition and redundancy) should help students retain the material in long-term memory.

key terms and glossary: Key terms appear in bold in the chapter text and are defined in the Glossary. Review of these terms allows students to test their knowledge of the material.

case Studies: Each chapter includes case studies for instructors to use to enrich their lectures. The case study questions are presented in a stepwise manner with information obtained in each leading to subsequent ones so that the case is a summary of the chapter material.

checkpoints: Checkpoints appear throughout the chapters to help students pause during the reading to determine whether they understand and retain the material that they are reading. The answers to the checkpoints are in the rear of the book.

Summary: To reinforce key points, a summary concludes each chapter and helps students tie the information in it together.

review Questions: Review questions at the end of each chapter directly relate to the objectives listed at the beginning of the chapter and help students test their understanding of the material. Answers are provided in the rear of the book.

Figures and t ables: Carefully designed figures and tables located throughout the chapters help students visualize and organize the material.

a comPLete teacHing anD Learning Package

Upon adoption of Contemporary Clinical Immunology and Serology, a complete teaching and learning package is available. It includes the following:

• Powerpoint lectures and color images contain the material needed to teach each chapter’s objectives.

• They are designed to meet each instructor’s style and level of teaching, including ready-to-use slides that can be easily adjusted to add or remove content.

• The slides help to ease the transition from previous books to Contemporary Clinical Immunology and Serology.

• The test bank of almost 600 questions enables instructors to design exams.

• A fast-paced, game-style review for each chapter section and a cummulative one for the entire text allows competing teams to earn points of varying values for correct answers.

• Competition is a great way to learn, and this repetitive review helps bring the material from short-term memory to long-term memory.

• A companion website

• Contains any needed updates to the text material.

• Clinical laboratory immunology is a rapidly changing field with constant updates in technical elements, diagnostic approaches, and understanding of the complexities of health and disease.

• These updates keep the text contemporary and pertinent through interactions with clinical laboratories, clinical laboratory publications such as Advance for Medical Laboratory Professionals, LabQ (American Society of Clinical Pathologists), and Clinical Diagnostic Laboratory Immunology (American Society of Microbiology).

• Instructors Resource Manual

• Contains 11 laboratory exercises that illustrate the course material and can be used as an online laboratory manual.

• Some of these laboratory exercises also appear in the text, for example, Chapter 6 (immunodiffusion), Chapter 8 (serial dilution), and Chapter 10 (latex agglutination, immunofluorescence),

• Other laboratory exercises not in the texbook complement the material in it. These include serum protein electrophoresis, immunofixation protein electrophoresis, enzyme immunoassays, venereal disease research laboratory (VDRL) test, rapid plasma reagin (RPR) test, and immunoblot test for Lyme disease.

• Also included are 100 additional questions that can be used for two laboratory practical examinations.

Acknowledgments

The labeled immunoassay chapter (Chapter 7) was written after consultation with three area Laboratory Directors, Dr. Daniel Amsterdam (Director, Department of Laboratory Medicine, Erie County Medical Center, Buffalo, New York); James Jarnot (Technical Director of Laboratory Services Catholic Health System, Sisters of Charity Hospital, Buffalo, New York); and Susan F. Howard (Director of Chemistry and Toxicology Laboratory Services, Kaleida Health Systems, Buffalo, New York). They were each kind enough to collect all the immunoassay product inserts so that all the currently utilized assays could be reviewed. We appreciate their help and guidance.

Many thanks to Susan Morey (Figure 8.7(b)) for the serial dilution preparation and for all her help over the last 16 years as my laboratory manager. We would also like to thank Carol Pierce, as she kindly provided the original serial dilution laboratory I adapted for this lab exercise.

Many of the photos of direct and indirect immunofluorescence in Chapter 11 were contributed by Immco Diagnostics, and the authors appreciate the help of Kevin Lawson, Chief Regulatory Officer at Immcodiagnostics.

We appreciate the comprehensive treatment given in Chapter 11 “Organ and Tissue Specific Autoimmunity” which was written by Lucy D. Mastrandrea, M.D., Ph.D. She specializes in pediatric endocrinology and conducts research in diabetes and other endocrine autoimmune disorders. She was an excellent choice as a contributing author for this chapter. We also appreciate the excellent contribution of Kristen Betker, the author of Chapter 21 “Forensic Serology.” This chapter is an introduction to the intriguing field of forensic and highlights the importance of immunological techniques for forensic analysis. Kristen is a Forensic Biologist III, and is a supervisor in the DNA section at the Erie County Central Police Services Forensic Laboratory.

The tumor immunology chapter was written after consultation with Beth B. Lynch, Special Chemistry Supervisor, Pathology & Laboratory Medicine, Roswell Park Cancer Institute, Buffalo, NY. The nuclear medicine images were kindly

provided by Dr. Dominick Lamonica, Director of Nuclear Medicine, Department of Radiology, Roswell Park Cancer Institute.

The transplantation chapter was written after consultation with Dr. Thomas Shanahan of Immco Diagnostics. He was kind enough to collect all the immunoassay product inserts so that all the currently utilized assays could be reviewed. He also allowed photographs of the equipment and assays in his laboratory and in addition he kindly provided the Figures 14.6 and 14.8.

The fungal and parasite chapter was written with advice from Susan J. Wong, Ph.D., Dipl. A.B.M.L.I. Diagnostic Immunology Laboratory, Wadsworth Center NYSDOH; Eileen M. Burd, Ph.D., DABMM, Director, Clinical Microbiology, Emory University Hospital, Associate Professor, Emory University School of Medicine, 1364 Clifton Rd NE, Atlanta, GA; Susan E. Sharp, Ph.D. DABMM, Director of Microbiology, Kaiser Permanente, Portland, Oregon; Daniel Amsterdam, Ph.D. Professor, Director, Department of Laboratory Medicine, Erie County Medical Center Healthcare Network, Buffalo, NY; and Dr. Fitzroy Orrett, Catholic Health System, Sisters of Charity Hospital.

We would like to thank the late Dr. Mark Wilson for providing the basis for many of the figures in Chapter 9, and Dr. Olga Baker for some of the figures in Chapter 23. Thanks are also extended to Ms. Kshipra Gharpure, Ms. Christine Gaspar and Ms. Nina Thamadilok for modeling for the pictures in Chapter 13 (K.G.) and Chapter 22 (C.G. and N.T.). We would also like to thank Ms. Ginny Gebauer for coming up with the “what’s wrong with this picture” concept in Chapter 22.

We would also like to thank Anna Diakun, Julia Abdullah, and Susan Morey for help in proofreading in the later stages of the book.

We understand that it takes a cadre of wonderful collaborators to make the most up-to-date book possible and we thank all the professionals that we have interacted with as we developed this book.

About the Authors

Dr. Kate Rittenhouse-Olson is a Professor of Biotechnology and Clinical Laboratory Sciences, in the School of Medicine and Biomedical Sciences (SMBS) at the University at Buffalo. In 2011, she received the University at Buffalo Faculty Award for Excellence in Mentoring Undergraduates in Research and Creative Activities, and in 2008, she was awarded the SUNY Chancellor’s Award for Excellence in Teaching. She has taught the immunology lecture and laboratory course to medical technology and biotechnology students for 20 years. This course is also taken by premed students and other biology majors. She also teaches an immunology course for nuclear medicine students, and teaches immunology lectures for medical, dental and graduate students. She has been editor of the journal, Immunological Investigations for 10 years. She has been a section editor for the American Society of Clinical Pathology’s teaching case study journal LabQ and holds an ASCP certificate as a Specialist in Immunology, ASCP (SI). She is the founding Director of the Biotechnology Program and created the only formal internship program within the SMBS at the University at Buffalo, with ~30 participating companies, and has successfully placed over 200 students in paid internships. She has trained 16 summer high school students (2 Intel semi-finalists, 3 Sidney Farber Cancer Research Awards finalists), 29 undergraduate students since 2000 and has served as major advisor for 42 graduate students. She has ~60 peer reviewed research publications. Her research, funded by the National Institutes of Health, the Department of Defense, the Oishei Foundation, and the Oncologic Foundation of Buffalo, involves studies to improve the immune response to carbohydrate antigens with an emphasis on breast cancer active and passive immunotherapy.

Dr. Ernesto De Nardin is a professor in the Department of Oral Biology and the Department of Microbiology and Immunology in the schools of Medicine and Dentistry at the State University of New York at Buffalo. He teaches immunology and microbiology to first and second year dental and medical students and has acted as a primary mentor for several master students, six Ph.D. students, and five post-doctoral fellows. He is also the director of a Master program and he is actively involved in graduate teaching. He is the associate editor for the journal Immunological Investigations and is an editorial board member and reviewer for several peer-reviewed journals. Dr. De Nardin has published over 60 peer-review research articles and book chapters and his research was funded continuously for 21 years by the National Institute of Health. His areas of interest are immunology, inflammation, and the role of genetic polymorphisms in host response. Dr. De Nardin has received numerous awards including the Top 100 Federal Grantees in 2002 and 2005 from the University at Buffalo and a SUNY Chancellor’s Award for Excellence in teaching from the State University of New York in 2011.

Reviewers

Lisa M Anderson, MHSA, MT (ASCP) SBB Armstrong Atlantic State University Savannah, Georgia

Lisa Baker B.S. (ASCP) Tyler Junior College Tyler, Texas

Dorothy A. Bergeron, M.S., MLS (ASCP) CM University of Massachusetts–Dartmouth North Dartmouth, Massachusetts

Melanie Chapman, M.Ed., MLS (ASCP) The University of Louisiana at Monroe Monroe, Louisiana

Janice Costaras, M.S., MT (ASCP) SC Cuyahoga Community College Cleveland, Ohio

Daniel P deRegnier, M.S., MT (ASCP) Ferris State University Big Rapids, Michigan

Lynne Fantry, MLA, MT (ASCP) York Technical College Rock Hill, South Carolina

Dorothy J. Fike, M.S., MLS (ASCP) SBB Marshall University Huntington, West Virginia

Amy Lundvall, B.S., MT (ASCP) Harrisburg Area Community College Harrisburg, Pennsylvania

Linda E. Miller, Ph.D. SUNY Upstate Medical University Syracuse, New York

Valerie Polansky, M. Ed, MT (ASCP) St. Petersburg College St. Petersburg, Florida

Diane Schmaus, M.A., MT (ASCP) McLennan Community College Waco, Texas

Sherri Sterling B.S., M.B.A., CLS (NCA), MT (ASCP) University of Massachusetts–Dartmouth North Dartmouth, Massachusetts

Wendy Sweatt, M.S., CLS Jefferson State Community College Birmingham, Alabama

Dick Y. Teshima, MPH, MT (ASCP) University of Hawai‘i at Manoa Honolulu, Hawaii

Sandra L. Tijerina, M.S., MT (ASCP) SBB, CLSpH (NCA) University of Texas–Pan American Edinburg, Texas

M. Lorraine Torres, MT (ASCP), Ed.D. University of Texas El Paso El Paso, Texas

Jeffrey Wolz, M.Ed., MT (ASCP) Arizona State University Phoenix, Arizona

part 1

the System and Components

1 Introduction to Immunology Chapter Outline

■ Objectives—LeveL i

After this chapter, the student should be able to:

1. Define immunology, immunity, antigen, humoral, serum, and plasma.

2. Give examples of immunity that occurs in simpler species.

3. Compare and contrast the external and internal innate defense systems.

4. Compare and contrast innate immunity and acquired immunity.

5. List factors that affect the innate immune system and describe the resulting effect.

6. Describe the cellular appearance in terms of relative size, nucleus shape, associated CD marker, color when Wright stained, and presence or absence of granules for each of the following cell types: neutrophils, eosinophils, basophils, mast cells, monocytes, macrophages, and dendritic cells.

7. Describe the function(s) of the cell types in (6).

8. Describe the composition of the white blood cells in blood in terms of percentages, and list which cells are found predominately in tissues, not in blood.

9. List the different names for macrophages as they reside in different tissues.

10. Describe phagocytosis and list cells that perform it.

11. Define phagosome, lysosome, chemotaxin, and opsonin.

12. Describe acute phase proteins and give examples.

13. Describe C-reactive protein, alpha-1 acid glycoprotein, haptoglobin, fibrinogen, and serum amyloid A.

14. Describe cytokines and complement proteins as well as autocrine, paracrine, and endocrine.

15. Describe lymphocytes in terms of amount of cytoplasm, nucleus, product, and antigen specificity.

16. Differentiate between primary and secondary lymphoid organs in terms of functions and organs involved in each.

17. Describe a bursa.

18. Describe the function and architecture of a lymph node, spleen, SALT, and MALT.

19. Diagram lymphatic circulation.

20. Describe the size of a thymus from fetal development to adulthood.

21. Compare and contrast a follicle and a germinal center.

22. Discuss the role of the thymus in T cell maturation.

23. Describe where differentiation and maturation of a B cell occurs from the pre-B cell to a mature B cell and from a B cell to a plasma cell.

24. Explain what a CD marker is, and list CD markers that are on B cells.

25. Identify and discuss the function of the following key antigens on T cells: CD2, CD3, CD4, and CD8.

 Objectives—Level I and II  . . 1

 Key terms . . . . . . . . . . . . . . . . 2

 Introduction . . . . . . . . . . . . . . 3

 The innate immune system . . . . . . . . . . . . . . . . . . 4

 The innate immune system components of the external/ internal interface . . . . . . . . . . 4

 The innate immune system internal components . . . . . . 5

 The acquired immune system . . . . . . . . . . . . . . . . . 12

 The cells of the acquired immune system . . . . . . . . 12

 Antibody introduction— General structure  . . . . . 12

 The cellular arm . . . . . . . . 13

 The lymphoid organs . . . . . . 14

 The primary lymphatic organs . . . . . . . . . . . . . . . 14

 The secondary lymphatic organs . . . . . . . . . . . . . . . 16

 Associated laboratory method . . . . . . . . . . . . . . . . . 17

Review

■ Objectives—LeveL i (continued )

26. Compare and contrast the T-cell receptor on a T cell and the surface immunoglobulin on a B cell.

27. Define human leukocyte antigen (HLA) and major histocompatibility complex (MHC)

28. Differentiate T cell subsets on the basis of antigenic structure and function.

29. Explain how natural killer cells differ from cytotoxic T cells.

30. Discuss the principles involved in the analysis of cells by flow cytometry.

31. Analyze data obtained using a flow cytometer.

32. Interpret the use of gating in a particular flow cytometer analysis.

33. Apply the information in this chapter concerning CD markers on particular cell types, and evaluate the significance of flow scattergram data.

34. Define apoptosis.

■ Objectives—LeveL ii

After this chapter, the student should be able to:

1. Name seven types of pathogen-associated molecular patterns that trigger the innate immune response.

2. Describe pathogen recognition receptors.

3. Describe Toll-like receptors.

4. Describe antimicrobial peptides, and name two families.

Key terms

acquired immune system

acute phase proteins

acute phase reactants

adaptive immune system

alpha-1 acid glycoprotein

antigen antigen presentation antimicrobial peptides

autocrine response

basophil

bone marrow

C-reactive protein (CrP)

cathelicidins

chemotactic factors

complement proteins

complement system

cytokine defensins

dendritic cells

diapedesis

endocrine response

eosinophil

fibrinogen

flow cytometry

haptoglobin

humoral

immune system

immunity immunology

inflammation

innate immune system lectins

macrophages

mast cells

natural immune system

natural killer (nK) cells

neutrophils

opsonin

paracrine response

pathogen-associated molecular patterns (PamPs)

pattern recognition receptors (Prrs) phagocytosis

plasma

polymorphonuclear leukocyte

serum

serum amyloid a t cells

toll-like receptor (tLr)

intrOductiOn

When you registered for a course in immunology or decided to read a book about immunology, you may have thought that you would be studying a lot about vaccines. As you opened this book and perused the chapter titles, you probably realized that there is much more to immunology than vaccines, and I can wholeheartedly agree with this conclusion. The immune system is a complicated and wondrous thing to learn about. The knowledge that we have gained about the immune system not only helps us prevent diseases with vaccines, but also helps us diagnose disease and develop drugs to thwart it. New inroads to understanding the immune system continue to help improve health. I hope you enjoy your journey through this book and all your studies of immunology and serology.

Immunology is the study of the reaction when the host encounters a foreign substance. The foreign substance responded to is called an antigen. Immunity is the discrimination between self and nonself and the subsequent protection from nonself. The system in an individual that is related to this response is called the immune system.

Because every living thing on this planet can be invaded, vertebrates and invertebrates alike needed to develop defense mechanisms. An early evolutionary example of the presence of an immune system includes the fact that some bacteria add a methyl group to their DNA, and if they are invaded by the injection of DNA from a bacteriophage (a virus that attacks bacteria), bacterial enzymes will destroy the nonmethylated DNA (Figure 1.1 ■). Another example of a primitive immune system was discovered as a result of an experiment in which a blue sponge and a red sponge were placed in a blender to dissociate them into single cells. These cells were then poured back into an aquarium. If there had been no recognition of the difference between self and nonself, the formation of a purple sponge or a mosaic sponge would have been expected. However, because of self-recognition, the actual result was the formation of a blue sponge and a separate red sponge (Figure 1.2 ■). The self-recognition in the sponges involves surface carbohydrates and lectin interaction. Lectins are molecules that specifically bind to carbohydrates. Many

Bacterial enzyme specific for nonmethylated DNA

other examples of immunity in earlier species exist, and it is important to realize that many of the primitive mechanisms of self-recognition and protection have been maintained in vertebrates where they have been augmented with additional protective mechanisms.

The study of the immune system begins with its separation into the innate or natural immune system and the acquired immune system. The hallmarks of the innate immune system are that it is available quickly and is not specific for the pathogen in question. Thus, an innate immune response to the measles virus could also work against the influenza virus. The hallmarks of the acquired or adaptive immune system are that it is specific, has a large scope, can discriminate, and has a memory. The specificity engenders a reaction to a particular pathogen without reaction to nonrelated structures. Scope involves the fact that the acquired or adaptive immune system is diverse enough that it can react to many different pathogens and molecules, including pathogens that

■ Figure 1.1 Bacterial immunity. Bacterial enzymes destroying nonself DNA which entered in an attack by a bacteriophage virus.
Bacteriophage
Viral DNA not methylated
Methylated bacterial DNA
■ Figure 1.2 When a red sponge and a blue sponge are blended together, they reaggregate, not as a purple or mosaic sponge but as a red sponge and a blue sponge because the individual cells recognize self-surface molecules and aggregate.

✪ Table 1.1

The innate and the Acquired immune response

Type of response

Specificity

Innate Specific to certain patterns recognized in many pathogens called pathogenassociated molecular patterns (PAMPs)

Acquired Highly specific; recognizes epitopes with an exact fit

Molecules involved in recognitions

Pattern recognition receptors (PRRs) can be cell surface or in solution; an important cell surface receptor family is called the Toll-like receptor family

Antibody in solution and on the surface of B cells

T-cell receptors on the surface of T cells

Cells involved

Neutrophils, dendritic cells, monocytes, macrophages, mast cells, basophils, eosinophils, and NK cells

Lymphocytes

B cells and T cells with antigen presenting cells

have not yet evolved. The concept that the acquired immune system can discriminate is based on the fact that the immune system will produce a response only to those molecules that are not present naturally in the individual; that is, there is discrimination between what is self and what is nonself. The acquired immune response improves with subsequent exposure to the pathogen, and this memory of the response is the basis of the success of vaccines (1, 2, 3, 4, 5, 6, 7). Table 1.1 ✪ summarizes differences between the innate and the acquired immune response.

Checkpoint! 1.1

A thorn carrying bacteria and a fungus pierces your skin while you are gardening. Cells come and gobble up (phagocytize) the bacteria and the fungus immediately. From what you just learned about the innate and acquired immune system, were these cells from the innate or acquired immune system?

 the innate immune system

A piece of meat that you left out on the counter during a hot day would smell of decay by the time you got home. This piece of meat has neither an innate nor an acquired immune system and, thus, would be rapidly invaded. Because you do have these systems, you can be confident that you will not be invaded by bacteria of decay during a normal day. The parts of the innate immune system involved in this protection are those things that separate the inside of the human body from the outside. The innate immune system has components that function at

Time to response

Memory (enhanced response with next interaction with the same antigen) effector

Minutes to hours No

Days Yes

Molecules

Cytokines

Antimicrobial peptides

Acute phase proteins

Complement Perforins

Antibody

Cytokines Perforins

the interface between the external world and the individual in addition to internal components that protect after entry.

the innate immune system

cOmpOnents Of the externaL/ internaL interface

The external components that prevent entry of pathogens include the physical and chemical barriers formed by skin, mucous, and the associated cilia, earwax, lysozyme in tears, and the acidic pH of sweat, stomach acids, urine, and vaginal fluids (Figure 1.3 ■). The normal bacteria of your skin and gastrointestinal tract are also part of the innate immune system. Skin serves as a barrier, and mucous and earwax serve to entrap pathogens prior to entry. Cilia in the respiratory tract push out the invaders, and the reflex that causes coughing and sneezing help push invaders away from the host (Figure 1.4  ■). Lysozyme is an enzyme present in tears and saliva that digests the cell wall of gram-positive bacteria. The acidic pH of many fluids inhibits the survival and growth of pathogens. When these innate systems are not intact, an opportunity exists for the entrance of pathogens. It is obvious that there is an increased risk of infection when there is a break in the skin, but what about a pH change? Do you think this pH change would allow for pathogen growth? The answer is yes. For example, previous vaginal douches that were at neutral pH caused a decrease in vaginal acidity, which was thought to increase susceptibility to infection. The next time you are in a store that sells vaginal douches, notice that most brands now say “pH adjusted,” “contains

Tonsil

Lymph nodes

Thymus

Spleen

Peyer’s patches in intestine

Lymph nodes

Lymphatics

Bone marrow

Earwax

Lysozyme in tears

Mucous

Sweat

Stomach acid

Normal flora

Vaginal secretions

Urine

Skin

an antibiotic. Because antibiotics work systemically, the bacteria in the throat are not the only ones killed, and the removal of the normal gut flora can result in overgrowth of resistant bacteria and the resultant nausea and diarrhea. We will not talk much more about innate defenses, but their importance should not be forgotten.

the innate immune system internaL cOmpOnents

■ Figure 1.3 (a) Blue arrows (right side): External components of the innate immune system: human body with skin, mucous and the associated cilia, earwax, lysozyme in tears; the acid pH of sweat, stomach acids, urine, and vagina fluids; and the normal bacteria of the skin and gastrointestinal tract labeled. (b) Red arrows (left side): organs of the acquired immune system: tonsil, lymph node, thymus, spleen, Peyer’s patches, lymphatics, bone marrow. Source: “Human Body image” by Joanna Cameron. DK Human Body Books, reprinted by permission of Dorling Kindersley.

vinegar,” or some other expression that indicates that they will not change the protective low pH of the vagina. However, even with this lower pH, vaginal douches still disrupt the mucous layer and the normal flora of the vagina. Perhaps because of this disruption of the innate immune system, vaginal douching has been linked to bacterial vaginosis, pelvic inflammatory disease, cervical cancer, and increased transmission rates of HIV (8).

The normal bacteria that colonize an individual are called their normal flora. Alteration of the normal flora through the use of antibiotics can upset the balance in an area and lead to an infection with a pathogen that normally would not be able to grow. An example of this is the gastrointestinal distress that can result after treatment of strep throat or any infection with

The internal components of the innate immune system include both a cellular and a molecular component that is in the fluid phase of the blood. This fluid phase is called the humoral component of the blood, and when blood has been allowed to clot, the fluid phase is called serum. If anticoagulants have been added, the fluid phase is different and is called plasma. Clotting factors are no longer in the serum because they have joined the clot, but these factors remain in plasma because the blood was not allowed to clot. These internal components of the innate immune system categorized into the cellular components and the humoral components will be discussed separately.

the cells of the innate immune system

The cells of the innate immune system are all white blood cells and include granulocytes (neutrophils, eosinophils, and basophils), monocytes/macrophages, mast cells, dendritic cells, natural killer (NK) cells, and lymphokine-activated killer (LAK) cells. Surface proteins of white blood cells are used along with the cells’ microscopic appearance to characterize and differentiate the cells. These surface protein markers were identified using monoclonal antibodies and are numbered beginning with the designation CD for cluster of differentiation. An example of the use of CD markers is the commonly used term, the CD4/CD8 ratio, to discuss an AIDs diagnosis (9, 10, 11).

All white blood cells express CD45. Granulocytes, which express CD45 and CD15, have granules in their cytoplasm

■ Figure 1.4 This image shows the spread of droplets from an uncovered sneeze. Source: © CDC/Brian Judd.

■ Figure 1.5 The blood cells are shown in (a)–(f) and the tissue white blood cells are shown in (g), (h), and (i). The 3 types of granulocytes: (a) neutrophils, (b) eosinophils, and (c) basophils. As well as a (d) monocyte, (e) lymphocyte, and (f) red blood cell. Next are white blood cells of tissue: (g) macrophage, (h) mast cells, and (i) dendritic cells. Source: GOODENOUGH, JUDITH; MCGUIRE, BETTY A., BIOLOGY OF HUMANS: CONCEPTS, APPLICATIONS, AND ISSUES WITH MASTERINGBIOLOGY®, 4th, ©N/A. Printed and Electronically reproduced by permission of Pearson Education, Inc., Upper Saddle River, New Jersey.

(see Figure 1.5 ■ for the three types of granulocytes (neutrophils, eosinophils, and basophils) as well as monocytes, mast cells, and macrophages, which are shown with a lymphocyte and a red blood cell for relative size comparisons). The three types of granulocytes are named for their characteristic staining pattern when using Wright’s stain. All granulocytes can be recruited from the blood by chemotaxic factors to enter the tissues that stimulate them to move to the site of an infection. Neutrophils are the most abundant type of granulocyte, and they contain neutrally staining granules, that is, their granules do not stain when Wright’s stain is utilized. Fifty to 70% of white blood cells in the blood are neutrophils. The nucleus of a neutrophil is irregular in shape with multiple lobes, which gives the neutrophil the alternative name polymorphonuclear leukocyte with the shortened names of either polys or PMNs. Neutrophils are the first cells that enter the site of an acute infection. They reside only about 12 hours in the circulation or one to two days after migration to the tissue. These cells are in the pus of an infected area, and eventually macrophages come into the infected area as well. Neutrophils are very active in phagocytosis (engulfment and digestion) of foreign cells and particles. They have recently been found to be involved in the presentation of the antigen to T cells, which is one type of cell of the acquired immune system. Antigen

presentation, is a process in which a cell of the innate immune system shows or presents the antigen to the cells (lymphocytes) of the acquired immune system. The numbers of neutrophils can increase in an acute infection or inflammation. The eosinophil contains red-stained granules after Wright’s staining, which indicates that the granules are acidic. These cells are involved in antiparasitic responses and allergic reactions. The numbers of eosinophils can increase during an allergic reaction, parasitic infection, and skin inflammation. In blood, 1 to 3% of the white blood cells are eosinophils. The basophil, the rarest of the granulocytes, composes only 0.4 to 1% of white blood cells. The numbers of basophils can be elevated in leukemia, in some allergic responses, in patients with chronic inflammation, and in patients following radiation therapy (9, 10, 11). After Wright’s staining, basophils have blue-black-stained granules, indicating that the granules are basic. The function of basophils is not completely defined, but we do know that they play a role in inflammation and allergy. Mast cells are very similar in appearance to basophils but come from a different lineage. Mast cells have a surface receptor that binds IgE (the antibody molecule involved in allergy) with a high affinity, and this relates to their primary role in allergic and antiparasitic reactions. Mast cells contain granules of histamine and heparin and, when bound to IgE,

Tissue

are responsible for most of the effects in allergic reactions. Mast cells are found in tissues and connective tissues and near mucosal surfaces (9, 10, 11).

Macrophages express CD14 and are the largest white blood cell. They are called monocytes while they are in the blood, and when they travel to tissues, they are called macrophages. Macrophages are called Kupfer cells in the liver, microglial cells in neural tissue, histiocytes in connective tissue, osteoclasts in the bone, mesangial cells in the kidney, and either alveolar macrophages or dust cells when they are in the lungs. When macrophages have accumulated lipids in an arterial wall in a plaque of atherosclerosis in coronary artery disease, they are called foam cells. Of the white blood cells in blood, 4 to 6% are monocytes. The number of monocytes in the blood can increase in infection, inflammation, and certain cancers. The life span of a macrophage can be several months. These cells, like neutrophils, are very important in phagocytosis of pathogens. Macrophages are more important in antigen presentation than neutrophils (9, 10, 11).

Dendritic cells, which express CD11c, are found in an immature state in the bloodstream and in a mature state in tissues. The concentration of these cells is very low, but they are very active and efficient in immune processes including phagocytosis and antigen presentation. Dendritic cells are named for the long branching processes that they project (9, 10, 11).

Natural killer (NK) cells are lymphocytes similar to the T and B lymphocytes of the acquired immune system. Unlike B or T cells, however, NK cells do not have the epitope-specific surface receptors of the B cells (immunoglobulin) or T cells (the T-cell receptor), so they are not antigen specific. NK cells are larger and more granular than T or B cells and make up about 10 to 15% of the peripheral blood lymphocytes or about 2 to 3% of the white blood cells of the peripheral blood. NK

✪ Table 1.2

The Cells of the innate response

Granulocytes

Granulocytes

eosinophils

Granulocytes basophils

Monocytes

Macrophages

Mast cells

1–3%

0.4–1%

4–6% Found in tissues

Found in tissues

Dendritic cells Found in tissues

Natural killer (NK) cells

Lymphokine-activated killer (LAK) cells

2–3% also 10–15% of the lymphocytes

Present only when NK cells are activated

cells are recognized for their ability to kill tumor cells and virally infected cells but can also respond to bacterial and protozoal infections. NK cells make direct contact with their target and secrete cytotoxic proteins, including perforins and granzymes, which kill the target cell. Perforins function just as their name suggests, by perforating the target cell, causing leakage and lysis. The markers used to differentiate NK cells from other white blood cells are that NK cells are CD3 negative and CD56 and CD16 positive. Because CD16 is a molecule that binds antibody by its Fc region, its presence enables NK cells to bind antibody-coated target cells and kill them by a process called antibody directed cellular cytotoxicity (ADCC). This is one of many places in which the innate immune system works with the adaptive immune system to remove pathogens. A 2009 paper suggests that in addition, NK cells may have memory, thus having some components of the innate immune response and some components of the acquired immune system (12). NK cells also have a surface receptor for a cytokine called IL-2, and once they interact with this cytokine, they change and become LAK cells. These cells are much more efficient at killing their target, than NK cells, and partially successful trials have involved the use of LAK cells in cancer therapy. LAK cells also produce cytokines, which increase the immune reaction of other cells. See Table 1.2 ✪ for a summary of information about the cells of the innate immune system (9, 10, 11).

✓Checkpoint! 1.2

Which is the largest white blood cell? [Hint: This type of cell has a different name for every tissue it is in.]

Phagocytosis—first cell at an infection

Antigen presentation

Allergic and antiparasitic responses

Not completely defined but have a role in allergy and antiparasitic responses

Phagocytosis

Antigen presentation

Primary cell in allergy and antiparasitic responses

Phagocytosis and antigen presentation

Killing of tumor cells, virally infected cells, some bacteria and protozoan

Improved killing of tumor cells, virally infected cells, some bacteria and protozoan

+

CD15 +

CD15 +

CD14 +

Receptor for IgE

CD11c +

CD56 + CD16 + CD3 -

CD56 + CD16 + CD3 -

the molecules of the innate immune system

Three classes of molecules can be discussed in relation to the innate immune system: (1) recognition molecules, termed pattern recognition receptors, (2) molecules produced in response to an infection, which include cytokines, antimicrobial peptides, and acute phase reactants, and (3) the complement proteins (1, 3, 6, 7, 13, 14).

The innate system is not specific in its reaction to a particular pathogen, so how then can the response be against foreign particles rather than self? The answer to this lies in the pattern recognition molecules that are involved in the innate response. The innate immune system recognizes certain surface molecules that are expressed in groups of microorganisms. The patterns that are recognized are called pathogen-associated molecular patterns (PAMPs). Common PAMPs include:

1. Bacterial and viral unmethylated DNA containing increased levels of cytosine with a phosphodiester bound to guanine (CpG dinucleotides) (this is reminiscent of the primitive immunity of some bacteria in the introduction section of this chapter).

2. Surface expression of the terminal sugar (saccharide) mannose that is a common feature on microbial glycolipids and glycoproteins but is not terminal on human structures (this is reminiscent of the self-recognition of sponges in the introduction section).

3. Other fungal-associated saccharides.

4. Lipopolysaccharides (LPS) of the gram-negative cell wall.

5. Peptidoglycans and lipotechoic acids of the gram-positive cell wall.

6. Bacterial flagellin.

7. The amino acid N-formylmethionine found in bacteria but not in mammals.

8. Double-stranded and single-stranded viral RNA.

The molecules of the innate immune system that recognize these PAMPs are called pattern recognition receptors (PRRs), PRRs can be either on the cell surface or in solution in the serum. Cell surface PRRs can aid in the phagocytosis of a foreign particle. The cell surface binding of PAMPs to PRRs can also cause the release of effector molecules called cytokines, which are secreted by cells and interact with receptors on the surface of cells to create a response. Cytokines can act on the cell that produced them (autocrine response), on nearby cells (paracrine response), or on distant cells (endocrine response) (1, 3, 6, 7, 13, 14). Cytokines will be discussed in more depth in Chapter 4, Cellular Immunity.

An important set of cell surface PRR is called the Toll-like receptor (TLR) family of molecules. Each of the 12 different types of Toll-like receptors binds a different PAMP. Binding to any of these molecules causes inflammation, immune cell proliferation, and chemotaxis. The PRRs in solution include

■ Figure 1.6 There is a species specificity to some infections, which involves cell surface molecule recognition. But do not be too complacent, some diseases can be transmitted from other species. This photo is of an aquarium water frog. In 2009, the CDC investigated diarrhea caused by Salmonella associated with contact with water frogs. Source: © CDC/Christine Prue.

an acute phase protein called C-reactive protein. This protein binds PAMPs and triggers complement binding and phagocytosis of the particle.

Because the ability of a pathogen to infect the host cells is also regulated by recognition of certain surface molecules, a bacterium or a virus has the ability to react with cells bearing certain molecules on their surfaces and will not infect cells that do not express these molecules. The combination of the rapid sequestering of certain pathogens by the innate immune system and the fact that pathogens can infect only cells with certain surface molecules leads to the fact that many infections are species specific, so you will not get the same diseases as your goldfish—no ick (a common goldfish disease) for us. However, do not be too complacent, some diseases can spread from animals to humans. Shown in Figure 1.6  ■ is an aquarium water frog, and such animals have been linked by the CDC to the spread of diarrhea caused by Salmonella (1, 3, 6 , 7, 13, 14)!

The antimicrobial peptides produced by the innate immune system in response to infection are usually less than 100 amino acids in length. Similar peptides are found as far back in evolution as prokaryotes. Antimicrobial peptides bind to the cell wall of the microbe and increase the membrane permeability to ultimately cause the pathogen’s death. Two major families of antimicrobial peptides in humans are defensins and cathelicidins. These peptides have very different secondary structures but have a similar function. Both are produced by epithelial cells and phagocytes and provide protection from outside attacks at all epithelial surfaces from the mouth to the anus (1, 3, 6, 7, 13, 14).

The acute phase proteins are proteins whose concentrations change with an inflammation, and the levels of these proteins can either be increased or decreased by the inflammation. The elevation of these proteins can cause the increase in

erythrocyte sedimentation rate (ESR) that is seen with inflammation. The cytokine IL-6 stimulates the production of acute phase proteins, which include C-reactive protein, alpha-1 acid glycoprotein, haptoglobin, fibrinogen, serum amyloid A, and complement proteins (which are discussed separately). An acute phase reactant that is frequently used to assess inflammation is C-reactive protein, the PRR mentioned earlier.

C-reactive protein (CRP) was so named because it reacts with the C-polysaccharide of Streptococcus pneumonia. Sensitive assays for increases in this marker have recently been approved to measure risk of cardiovascular disease. CRP is a sensitive indicator of inflammation, rising up to 1000 fold quickly after inflammation and rapidly falling when the inflammation resolves. This marker is involved in the immune system at many levels: It activates complement, is an opsonin, and this enhances cell-mediated cytotoxic effects on the pathogen. Alpha-1 acid glycoprotein is found to be elevated in some autoimmune disorders. Like many of the acute phase proteins, the liver produces alpha-1 acid glycoprotein. Its primary function may be the inhibition of progesterone and other drugs. It has also been called orosomucoid. Haptoglobin is an acute phase protein that removes free hemoglobin that has been released through injury and red blood cell lysis. The haptoglobin molecule acts as an antioxidant. Fibrinogen is an acute phase protein molecule that is involved in the coagulation pathway. It is converted to fibrin and then fibrin is cross-linked to form a clot. Serum amyloid A is an apolipoprotein, which is associated with highdensity lipoprotein (HDL) in the blood stream. Serum amyloid A is involved with the transport of cholesterol to the liver and in the induction of extracellular matrix degrading enzymes that are involved in repair after infection-induced tissue damage. Additionally, it is a chemoattractant, bringing cells of the

✪ Table 1.3

The Molecules of the innate immune response

Molecules of the innate immune System

Recognition molecules

Pattern recognition receptors

Effector molecules

Cytokines

Effector molecules

Antimicrobial peptides

Effector molecules

Acute phase proteins

Effector molecules

Complement

Targets or Molecules recognized

Pathogen-associated molecular patterns

Immune cells

Bacterial cell walls

Produced in response to infection

3 pathways, recognize (1) surfaces of bacteria, fungi, viruses, tumor cells or (2) mannose (3) antibody bound to antigen

innate and acquired immune systems to the site of the infection (1, 3, 6, 7, 13, 14).

The complement system contains about 25 proteins; with the origin of some of these proteins found back as far as insects in evolution. Within this system, the roles of the innate and the acquired immune system are truly blended. Three pathways of activation of complement proteins exist: the classical pathway, the alternative pathway and the lectin pathway. These pathways differ in the way that the C3 convertase is formed, and after this step, the pathways are the same with a cascade of proteins each in turn activating other proteins until pathogen lysis occurs. The classical pathway functions only with antibody bound to antigen at the onset, so this pathway is linked to the acquired immune system. The alternative pathway begins with the spontaneous hydrolysis of some of the C3 that is in the serum, which may bind to surfaces of bacteria, fungi, viruses, or tumor cells and subsequently bind the next molecules of the pathway. The lectin pathway begins with the binding of a mannose binding lectin (a PRR) to the mannose on the surface of the pathogen. The mannose-binding lectin is associated with enzymes that bind and cleave the complement component C4. The cleaved C4 subsequently binds to C3 and, thus, complement is activated. Complement will be discussed further in Chapter 4 (1, 3, 6, 7, 13, 14). See Table 1.3 ✪ for a summary of the information about the molecules of the innate immune response (1, 3, 6, 7, 13, 14) and Table 1.4 ✪ for a summary of the information about acute phase proteins (1, 3, 6, 7, 13, 14).

Checkpoint! 1.3

These molecules of the innate immune system can bind to PAMPs.

Primary Function example

Recognition

Enhance or decrease immune response

Protect at epithelial cell surface

Different proteins, different functions

Include activating complement to removing free hemoglobin

Target cell lysis, improve phagocytosis, increase vascular permeability

Toll-like receptors (TLR)

Interleukins

Interferons

Defensins

Cathelicidins

C-reactive protein

Haptoglobin

Alternative Lectin or classical pathways

✪ Table 1.4

Acute Phase Proteins

Acute Phase reactant Primary Function

C-reactive protein Activates complement Is an opsonin

Enhances cell-mediated cytotoxic effects on the pathogen

Alpha-1 acid glycoprotein Binds drugs and hormones and inhibits their function

Haptoglobin Clears free hemoglobin

Fibrinogen Forms clot

Serum amyloid A Binds cholesterol for clearance

Recruits enzymes to digest the extracellular matrix

Chemotactic

the processes of the innate immune system

Inflammation is the result of the responses to harmful stimuli, which can be due to physical (heat, cold, pressure), chemical (acids, bases, other irritants), or microbial factors. Inflammation helps bring the response to the site of the infection, helps eliminate it, repairs the damage, and removes any debris caused by the infection or the response. The hallmarks of inflammation are redness, pain, heat, swelling, and sometimes loss of function. Increased vascular permeability brought about by the cells and soluble substances of the innate response can lead to the heat, redness, and swelling, which in turn can cause pain and sometimes loss of function (Figure 1.7 ■).

To describe inflammation in a particular area, the suffix -itis is often added to the name of that area, so dermatitis, meningitis, tonsillitis, and carditis indicate inflammation of the skin, meninges of the brain, tonsils, and heart, respectively. With inflammation, there is an increased blood supply to the area and migration of first neutrophils and then macrophages to the area. The soluble mediators start and stop the inflammation with factors in the coagulation pathway amplifying the reaction. Neutrophils arrive to the site of the inflammation within 30 to 60 minutes; macrophages arrive between 16 to 18 hours later. The cells come to the site as the result of attraction to chemotactic factors at the site. Chemotactic factors include those released by microbes and from the coagulation pathway, the complement pathway, cytokines, and other cellular products. After the neutrophils come to the site, they can phagocytize the microbe (1, 3, 6, 7, 13, 14).

Monocytes, macrophages, and neutrophils can move out of the circulation and into the infected tissues by squeezing through the cells of the intact blood vessel walls by a process called diapedesis. Once at the site of infection, phagocytosis is the process by which the leukocyte engulfs and digests the microbe or other particle. The cell first becomes attached to the particle, either by PRRs binding to PAMPS, or through

■ Figure 1.7 Inflammation associated with a new tattoo. Note the redness and swelling. Source: Kellee Rogers.

the coating of the particle with opsonins, which are immune factors that enhance phagocytosis. The term opsonin is Greek and means to prepare food for. These factors, which include breakdown products of complement, C-reactive protein, and antibody molecules, bind to the pathogen and then to receptors on the phagocytic cell in a manner that increases phagocytosis of the particle.

Binding to multiple sites can bring the cell membrane of the phagocytic cell around the particle so that it is completely engulfed. In this way, when the particle is inside the cell, it is surrounded by the cell membrane in a bag called a phagosome, which is joined by a second membrane-enclosed bag, this one called a lysosome, which is filled with digestive enzymes (Figure 1.8 ■ ). The new structure formed by the fusion of these two membrane-enclosed bags is called the

Chemotaxis and adherence of microbe to phagocyte

Ingestion of microbe by phagocyte

Formation of a phagosome

Fusion of the phagosome with a lysosome to form a phagolysosome

Digestion of ingested microbe by enzymes

Phases of phagocytosis

Formation of residual body containing indigestible material

Discharge of waste materials

■ Figure 1.8 (a) The phagocytic process, beginning in the upper left with bacterial attachment and phagocytic cell pseudopod formation, followed by ingestion with the bacteria in a phagosome. The phagosome is joined by a lysosome to create a phagolysosome, the microbe is digested, and waste products are excreted. Some processed peptides from the pathogen may be presented to T cells by this antigen presenting cell. Source: TORTORA, GERARD J.; FUNKE, BERDELL R.; CASE, CHRISTINE L., MICROBIOLOGY: AN INTRODUCTION, 10th, ©2010. Printed and Electronically reproduced by permission of Pearson Education, Inc., Upper Saddle River, New Jersey. (b) Scanning electron microscopy showing a phagocytic cell in the process of phagocytizing bacteria. Source: © Juergen Berger/Photo Researchers, Inc.

phagolysosome. In this the pathogen is usually killed and broken down by cellular enzymes and the reaction with peroxide anions, hydroxyl radicals, and singlet oxygen produced by a respiratory burst by the phagocytic cell. Some microbes can survive phagocytosis and can actually spread throughout the body while riding in these phagocytic cells (1, 3, 6, 7, 13, 14).

This concludes the discussion of the innate immune system as a separate entity. All further discussions of these cells and molecules will be as they interact with the acquired immune system.

 the acquired immune system

To begin this section, please remember that the hallmarks of the acquired immune system are that it is specific, has a large scope, can discriminate, and has a memory. See Table 1.1 for a summary of the differences between the innate and the acquired immune response.

the ceLLs Of the acquired immune system

The key cells involved in the acquired immune response are two types of lymphocytes, the T lymphocyte and the B lymphocyte, which are also called the T and the B cells. Lymphocytes are about 20% of the circulating white blood cells and are composed of very little cytoplasm with the resting cell almost full of the nucleus alone. The nucleus can have a slight dent, making it look kidney shaped. These cells get their names from their location of maturation; although they are both derived from the same hematopoietic progenitor, T cells have matured to become T cells in the thymus, while in mammals the B cells have matured to become B cells in the bone marrow and in birds B cells mature in the bursa of Fabricius. This

distinction is important because this easily removable organ in chickens led to the understanding that B cells produce antibody (see Box 1.1 ✪). The acquired immune system is said to have two arms, the humoral and the cellular. The humoral arm is antibody-mediated immunity, and the cellular arm is T-cell-mediated immunity. Both B and T cells recognize antigens through a specific molecule on their surfaces; for the B cell, this is surface immunoglobulin; for T cells, it is called the T-cell receptor (2, 4, 5, 6, 7, 8, 10, 15, 16).

antibOdy intrOductiOn—GeneraL structure

Antibody molecules are also called immunoglobulin molecules and gamma globulins. The derivation of the first name is obvious because they have an immune function and are globular proteins, but the second name—gamma globulin—takes a little explanation. In serum protein electrophoresis, serum is placed in an electric field in agarose at pH 8.6, and the proteins in the serum, mostly with a negative charge at this pH, are separated into five groups. Albumin is the most anionic protein and thus is the fastest-moving protein toward the anode. Next are the alpha 1 globulins, alpha 2 globulins, then the beta globulins, and finally the gamma globulins (see Figure 1.9 ■). The antibody activity is found in the gamma region, hence, the name gamma globulins. The serum protein electrophoresis assay is performed to yield information about certain clinical diseases, such as decreased antibody production (hypogammaglobulinemia) and increased antibody production due to the cancer of antibody-producing cells (myeloma), so this assay will be discussed again later. The 5 types of antibody molecules are IgG, IgM, IgA, IgE, and IgD. There are some similarities between these molecules and some physical differences with the physical differences resulting in biological differences as

The Accidental Discovery of the role of the Bursa in B-Cell Development

The discovery of the role of the bursa for B cell development in birds, was one of the many serendipitous moments in which pivotally important information was discovered accidentally, and not immediately respected. Bruce Glick in 1952 was a scientist in the field of poultry science and was trying to discover the role of the bursa in birds. He had bursectomized several chickens so that he could study the physiologic function of the bursa. A graduate student asked if he could have a few of these chickens to show an undergraduate class that vaccination results in the production of antibodies that can agglutinate Salmonella. A week after this vaccination, much to the hilarity of the undergraduates, when the graduate student mixed the drop of blood with the bacteria nothing happened in the first few samples tried. However, as the graduate student continued, samples from other chickens did agglutinate the bacteria.

The graduate student, Tim Chang, went to talk to Bruce Glick about this and they realized that the animals whose sera did not agglutinate had been bursectomized when they were very young. Further studies showed a link of the bursa to antibody production. Science magazine did not accept this manuscript because they wanted the mechanism explained. This data was subsequently published in the Journal of Poultry Science, and has become a Citation Classic (13).

✪ box 1.1

■ Figure 1.9 Serum protein electrophoresis is a technique in which serum components separate into 5 different major groups based on their mobility in an electric field. The sample was applied on the right side of the figure. The peak farthest from the origin is albumin, the next contains the alpha 1 globulins, and then the alpha 2, followed by the beta globulins, and finally the gamma globulin peak, which contains the immunoglobulin.

well (Figure 1.10 ■). These will be discussed in Chapter 2. B cells produce antibody in response to the antigen specifically binding to their surface immunoglobulin and can respond to soluble antigen alone. B cells are characterized by this surface immunoglobulin and by the presence of the surface molecules CD19, CD20, and CD21 (2, 4, 5, 6, 7, 8, 10, 15, 16).

Checkpoint! 1.4

Serum has been taken from a patient and analyzed by serum protein electrophoresis. The patient is immunized with a number of vaccines to prepare for travel and to meet the requirements for college entrance. Blood is drawn 2 weeks later, giving the patient enough time to make antibody. Which peak in the serum protein electrophoresis will be increased?

the ceLLuLar arm

The cellular arm of the immune response is due to the functions of T cells. T cells respond to antigens that specifically bind to their T-cell receptor (TCR) and that are presented by an antigen-presenting cell in either a major histocompatibility

■ Figure 1.10 The basic structure of an antibody molecule. Two heavy chains are joined by two light chains. The antibody contains two binding sites, each of which is formed by a heavy and a light chain. The constant portion of each chain is shown in blue and the variable region in green.

complex (MHC) class I molecule or MHC class II molecule. Additional signals of costimulation through binding of other molecules on the antigen-presenting cells (APCs) and cytokines are also required. The major histocompatibility complex was so named because these antigens were first discovered as a result of their role in the rejection or acceptance (compatibility) of tissue (histo) grafts. These genetically inherited molecules have been found to be important in antigen presentation and in the immune response.

T cells can be divided into helper T cells, cytotoxic T cells, and regulatory T cells. The products of helper T cells are cytokines that can upregulate the immune response; the product of cytotoxic T cells is their direct cytotoxicity (cell killing) of cells bearing the antigen; and the products of regulatory T cells are cytokines that downregulate the immune response when the pathogen is cleared and help prevent autoimmunity. Helper T cells respond to a specific antigen that binds to their TCR in association with the MHC class II molecule, cytotoxic T cells respond to a specific antigen that binds to their TCR in association with the MHC class I molecule, and regulatory T cells bind to their specific antigen through their TCR usually in association with MHC class II molecules but sometimes in association with MHC class I molecules. T cells can be identified by the CD3 marker on their surface, which is part of the T-cell receptor. In addition, helper T cells are CD4 + , cytotoxic T cells are CD8 + , and regulatory T cells are usually CD4 + . CD8 + regulatory cells can also be found with Foxp3 + serving as the marker that characterizes these cells (Figure 1.11  ■) (2, 4, 5, 6, 7, 8, 10, 15, 16). More about these cells and their functions and controls will be described in Chapter 4.

HUMORAL

(ANTIBODY-MEDIATED) IMMUNE SYSTEM

Control of freely circulating pathogens

Extracellular antigens

A B cell binds to the antigen for which it is specific. A T-dependent B cell requires cooperation with a T helper (TH) cell.

The B cell, often with stimulation by cytokines from a TH cell, differentiates into a plasma cell. Some become memory cells.

Cytokines activate T helper (TH) cell

CELLULAR (CELL-MEDIATED) IMMUNE SYSTEM

Control of intracellular pathogens

Exposure to a processed intracellular antigen: intracellular antigens expressed on the surface of a cell infected by a virus, bacterium, or parasite (also may be expressed on the surface of an APC).

1 A T cell binds to MHC–antigen complexes on the surface of the infected cell, activating the T cell (with its cytokine receptors).

Cytokines

Cytokines from the TH cell transform B cells into antibody-producing plasma cells.

Plasma cell

Plasma cells proliferate and produce antibodies against the antigen.

Memory cell

Some T and B cells differentiate into memory cells that respond rapidly to any secondary encounter with an antigen.

Cytotoxic T lymphocyte

Cytokines

Lysed target cell

2 Activation of macrophage (enhanced phagocytic activity).

3 The CD8+ T cell becomes a cytotoxic T lymphocyte (CTL) able to induce apoptosis of the target cell.

Regulatory T cell

■ Figure 1.11 The humoral and cellular immune response. At the left is the humoral (or B-cell mediated); at the right is the cellular (or T-cell mediated) immune system. B cells become antibody secreting plasma cells or memory cells with antigen stimulation. T cells are of three general types: (1) helper T cells that secrete cytokines, which upregulate the immune response, (2) cytotoxic T cells that kill target cells after making direct contact with their target, and (3) regulatory T cells, which serve to downregulate the immune response.

Source: TORTORA, GERARD J.; FUNKE, BERDELL R.; CASE, CHRISTINE L., MICROBIOLOGY: AN INTRODUCTION, 10th, ©2010. Printed and Electronically reproduced by permission of Pearson Education, Inc., Upper Saddle River, New Jersey.

Checkpoint! 1.5

Which T cells seem to be on opposite sides of a battle?

the LymphOid OrGans

The primary lymphoid organs, the bone marrow and the thymus, are where the lymphocytes mature into either T or B cells. Organs in which these white blood cells meet antigens, respond, proliferate, and interact with other lymphocytes are

called secondary lymphatic organs. The secondary lymphatic organs include lymph nodes, the spleen, tonsils, mucosalassociated lymphoid tissue (MALT), and skin-associated lymphoid tissue (SALT). MALT includes Peyer’s patches in the intestine, tonsils, and the appendix (2, 4, 5, 6, 7, 8, 10, 15, 16).

the primary Lymphatic OrGans

The primary lymphoid organs are those in which lymphocytes are generated and the initial differentiation of the lymphoid cells occurs to form mature T cells, B cells, and NK cells. Antigen contact in primary lymphatic organs results in cell

B cell

death via apoptosis (a form of cell suicide), and this process eliminates autoreactive cells (2, 4, 5, 6, 7, 8, 10, 15, 16).

the bone marrow

The bone marrow is the major site of hematopoiesis after gestation; prior to birth the major sites are the fetal liver and the spleen. Hematopoietic stem cells (HSC) reside in the bone marrow and can become any blood cell type. It is interesting to note that as few as 10 of the HSC can reconstitute all hematopoietic cell types in a lethally irradiated mouse. The bone marrow is the major lymphoid organ, filling the central cavity of all bones. Many cells reside in the bone marrow, including the HSC and all hematopoietic cells, macrophages, stromal cells, connective tissue, and adipocytes. In mammals, the bone marrow is the place for the differentiation of both B cells and NK cells. In birds, the bursa of Fabricius is involved in B cell differentiation. Self-reactive B cells are deleted in the bone marrow by apoptosis (2, 4, 5, 6, 7, 8, 10, 15, 16).

the thymus

The thymus is a bilobed organ that is below the thyroid and over the heart. It is about 22 grams at birth and increases to about 35 grams at puberty after which it decreases in size.

It is largest in proportion to the individual’s mass at birth and largest in absolute size at puberty. After puberty, it involutes, and in the adult, the thymus is composed of mostly fat and fibrous tissue. Even though the thymus in the adult appears this way, it still has significant function. Each of the two thymic lobes is broken into lobules. Each lobule has a cortex and a medulla. Lymphoid progenitor cells from the bone marrow enter the thymus at the cortex, and they become immature thymocytes, cortical epithelial cells, and macrophages. Some of these cortical epithelial cells with long extensions have been dubbed the thymic nurse cells for their role in helping the thymocytes mature. Thymocytes proliferate rapidly in the cortex. Between the cortex and the medulla are interdigitating dendritic cells, which interact with the thymocytes as they travel toward the medulla. The medulla contains mature and almost mature T cells with medullary epithelial cells, dendritic cells, and macrophages (2, 4, 5, 6, 7, 8, 10, 15, 16). Figure 1.12 ■ shows the structure of the thymus.

Thymocytes begin as CD3, CD4, and CD8, and in the first step in their maturation, T-cell receptors that have either αβ chains or γδ chains develop. The γδ T cells represent a minor population of specialized T cells, which eventually will ■

Figure 1.12 The thymus, a primary lymphoid organ where T cells mature.
Subcapsular cortex
Thymocyle precursors
Cortex Medulla
Mature thymocytes
Immature thymocytes
Hassall’s corpuscles
Dendritic cell
Capsule
Cortical epithelial cell
Macrophage
Macrophage
Medullary epithelial cell

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