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Infection and Immunity, February 2003, p. 864-871, Vol. 71, No. 2
0019-9567/03/$08.00+0 DOI: 10.1128/IAI.71.2.864-871.2003
Copyright © 2003, American Society for Microbiology. All Rights Reserved.
Mycobacteria Research Laboratories, Department of Microbiology, Immunology and Pathology, Colorado State University, Fort Collins, Colorado 80523
Received 4 April 2002/ Returned for modification 12 September 2002/ Accepted 31 October 2002
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There are now several different animal models available with which to test new vaccines, ranging (in size and expense) from the mouse to primate models. It is widely accepted that perhaps the best model is the guinea pig (Cavia porcellus), given the similarities of this model to humans infected with tuberculosis in terms of the formation of the lung granuloma and its subsequent necrosis and mineralization (13, 18, 24, 37).
The formation of the lung granuloma is the classical hallmark of pulmonary tuberculosis. The morphology of the granuloma is characterized by a caseous necrotic core which is surrounded by a layer of epithelioid macrophages, which, in turn, is surrounded by concentric layers of lymphocytes and fibrosis (6). Multinucleated giant cells and occasional plasma cells are also seen. The influx of leukocytes and fibroblasts forming these structures is an attempt to segregate the infection, to prevent bacterial dissemination to the remainder of the lung and other organs, and to focus the immune response directly at the site of implantation. Its development involves an elaborate production and interaction of chemokines and cytokines by effector cells as well as local tissue cells. In addition, the upregulation of receptors for these molecules as well as for adhesion and integrin molecules on responder cells facilitates the proper coordination of the recruitment and migration of cells into the granuloma and their retention in the granuloma (39).
Because of the significant ways in which it resembles both the normal human physiology and the pathophysiology of pulmonary tuberculosis, the guinea pig is one of the more extensively studied animal models of tuberculosis (40). Following exposure to a small number of bacilli delivered via aerosol, the infection in the guinea pig lung grows progressively for about 30 days (41) before being contained by the host response (30). Similarly to other animal models however, this expression of host immunity is not completely effective, and as a result, many bacilli survive, giving rise to a chronic state of disease.
Although it has long been realized that the protective process in the guinea pig lung involves the formation of granulomas, there is surprisingly little further description of this event. For example, previous descriptions have characterized "primary" and "secondary" lesions with reference to only the size and amount of necrosis in the lesions (42). The guinea pig is well known to be a susceptible animal model that develops granulomas with prominent central caseation and extensive connective tissue deposition, yet knowledge of the arrangement of these elements over time remains obscure. In addition, the influx of T-cell subsets, only recently described in the mouse model (16), has yet to have been documented in the guinea pig.
Given the importance of the model to current vaccine development work, the purpose of this study was to chronicle the temporal and spatial arrangement of the cell influx, as well as other aspects of the overall process, and to attempt to relate these data to the known pathological process. The findings presented seriously challenge the current dogma that excessive expression of the acquired T-cell response triggers the pathologic degeneration of the lung granuloma.
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Bacterial infections. M. tuberculosis Erdman (TMCC 107) was previously grown to early mid-log phase from low-passage seed lots in Proskauer-Beck liquid medium containing 0.05% Tween 80. Cultures were aliquoted into 1-ml tubes and frozen at -70°C until used. Thawed aliquots were diluted in double-distilled sterile water to the desired inoculum concentrations. Guinea pigs were infected via the aerosol route with a low dose of bacteria. Briefly, the nebulizer compartment of a Middlebrook airborne-infection apparatus (Glas-Col, Terre Haute, Ind.) was filled with 5 ml of distilled water containing a suspension of bacteria known to deliver approximately 20 to 50 bacteria into the lungs.
Enumeration of bacteria. Groups of two guinea pigs were killed humanely at 11, 21, 31, 71, and 93 days after aerosol infection with M. tuberculosis strain Erdman. Only one animal survived to and was examined at 99 days postinfection. At necropsy, all lung lobes were removed from the thorax individually to enable separate manipulations with each lobe. The number of viable bacteria in the lungs was monitored over time by plating serial 10-fold dilutions of right cranial lung lobe homogenates onto nutrient Middlebrook 7H11 agar. The bacterial colony formations were counted after 21 days of incubation at 37°C under 5% CO2. The data were expressed as the log10 of the mean number of bacteria recovered.
Histological testing. The right middle lung lobe was first slowly infused through the major vessels at the hilus with 10% neutral buffered formalin. This was to prevent alveolar collapse and assist in morphometry. The lobe was then submerged in the formalin. After a minimum of 48 h, the tissue was prepared and sectioned for light microscopy, with lobe orientation designed to allow the maximum surface area to be seen. Consecutive sections were stained with hematoxylin and eosin and with Ziehl-Neelsen stain for the detection of acid-fast bacilli. Sections were also stained by the Masson trichrome method for the detection of collagen and by the Fraser-Lendrum method for the detection of fibrin (23). Sections were examined by a veterinary pathologist who had no prior knowledge of the experimental groups and were evaluated at least twice to verify the reproducibility of the observations.
Immunohistochemistry. Mouse anti-guinea pig monoclonal antibodies specific for guinea pig CD4 (clone CT7) and CD8 (clone CT6) were purchased from Serotec (Oxford, England). In each case, the Serotec mouse immunoglobulin G1 (IgG1)-negative control (clone W3/25) was used as the isotype control. F(ab')2 rabbit anti-mouse Ig-biotin, also from Serotec was used as the secondary antibody. At necropsy, the left cranial lung lobe was first slowly infused with a 20% OCT (Tissue-Tek, Inc. Torrance, Calif.)-phosphate-buffered saline solution through the major vessels at the hilus. The samples were then placed in a tissue mold, completely surrounded by OCT, frozen in a bath of liquid nitrogen, and stored at -70°C until used. Serial sections from each lung, 5 µm thick, were cut in a cryotome (CM 1850; Leica, Bannockburn, Ill.) by employing the Instrumedics Inc. (Hackensack, N.J.) tape transfer system, fixed in cold acetone for 5 to 10 min, and then air dried. Next, the sections were washed in APK buffer solution (Vetana Medical Systems, Tucson, Ariz.) for 15 to 20 min and incubated in a 1:50 (CD4) or 1:100 (CD8) solution of Protein Block goat serum (Biogenex, San Ramon, Calif.) and primary antibody for 30 min. The sections were then placed on a Nexus automated immunostainer (Ventana Medical Systems). The labeled avidin-alkaline phosphatase and Fast red/napthol detection kit was employed. The secondary antibody was incubated for 30 min at room temperature. Sections were counterstained with Meyer's hematoxylin. Sections of spleen were also examined to act as positive controls.
Detection of apoptosis. The ApopTag Plus peroxidase in situ apoptosis detection kit S7101 (Intergen, Purchase, N.Y.) was used to detect apoptotic cells in paraffin-embedded tissue. Two or three 5-µm sections of the same tissue used for histological analysis were analyzed per time point.
Photomicroscopy and morphometry. Photomicroscopy was performed with an Olympus AH-2 microscope linked to a Sony SKC-DK5 digital camera and Adobe Photoshop 6.0 software. In an attempt to further classify the pulmonary lesions, the granuloma fraction was calculated from each of the hematoxylin-and-eosin-stained histological slides. In brief, using Metamorph software (Metamorph 4.5r5; Universal Imaging Corp.), the perceived inflammatory area was determined by outlining the affected tissue on the captured images and expressing this as a percentage of the total area of the observed lung tissue.
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FIG. 1. Course of infection in guinea pigs exposed to aerosol infection with M. tuberculosis. At the indicated time points, the right cranial lung lobe was removed for enumeration of bacterial numbers. Data are expressed as the mean number of viable bacteria (CFU) and the standard error of the mean (where error is greater than 0.1).
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TABLE 1. Four-stage categorization of the pulmonary lesions in infected guinea pigsa
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FIG. 2. Representative photomicrographs of the four stages of pulmonary granuloma development. (A) Stage 1 granuloma (day 11). A single discrete round focus of macrophages admixed with granulocytes and small numbers of lymphocytes adjacent to a large blood vessel and airway. a, artery; b, bronchiole; ca, cartilage. Bar, 100 µm. (B) Stage 1 granuloma; area delineated by the black rectangle in panel A. Note the abundance of granulocytes (arrows) intermixed with epithelioid macrophages and the lack of normal alveolar structure. Bar, 10 µm. (C) Stage 2 granuloma (day 21). A single discrete round focus of macrophages with an eosinophilic necrotic core (c) abutting a bronchiole (b). Bar, 100 µm. (D) Stage 2 granuloma; area delineated by the black rectangle in panel C. Note the abundance of neutrophils (arrows) intermixed with epithelioid macrophages and lymphocytes. Karyorrhectic debris is present in and around the core (c), and there are multiple small scattered islands of fibrin (*). Bar, 10 µm. (E) Stage 3 granuloma (day 31). A discrete round lesion with a distinct necrotic core (c) is surrounded by a layer of epithelioid and foamy macrophages. This in turn is surrounded by a prominent basophilic layer of lymphocytes (p), which are admixed with macrophages at the extreme margins of the lesion. A bronchiole (b) is present at one margin. Bar, 100 µm. (F) Stage 3 granuloma; area delineated by the black rectangle in panel E. Note the karyorrhectic debris in and around the core area to the right (c), the dense sheet of epithelioid and foamy macrophages infiltrated by neutrophils surrounding it, and (on the left) a region rich in lymphocytes, between which there is considerable collagen deposition (arrow). Bar, 10 µm. (G) Stage 4 granuloma (day 93). The core (c) has become mineralized and fractured (arrow). Epithelioid and foamy macrophages admixed with lymphocytes surround it, enveloped in an elaborate network of fibrosis (f). A medium-sized artery (a) and bronchiole (b) are present at the margins. Bar, 100 µm. (H) Stage 4 granuloma; area of the lesion showing a longitudinal section of a bronchiole (b) which is blocked with neutrophilic and necrotic debris (arrows) filling the lumen. Dense sheets of macrophages with scattered lymphocytes and interweaving fibrosis (f) surround the airway. Bar, 100 µm. All sections are stained with hematoxylin and eosin.
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(ii) Stage 2. In stage 2 (Fig. 2C and D), at 21 days postinfection, scattered discrete, round lesions with a similar distribution to those in stage 1 infection were seen. The diameter of each lesion was substantially increased (up to approximately 1 mm). While epithelioid macrophages made up the bulk of these foci, neutrophils and lymphocytes were also seen scattered throughout the lesion except in the central core. Occasionally, a thin band of lymphocytes was visible at the margin of the granuloma. The core of these lesions was characterized by a small but distinct accumulation of karyorrhectic debris admixed with a fibrillar eosinophilic material. Similar eosinophilic deposits were present randomly within the tight aggregate of cells surrounding the core. Additionally, granulomatous lymphadenitis was present with increasing prominence from this stage on.
(iii) Stage 3. By day 31, the lesion had taken the form of the "classical granuloma," with a diameter of up to 2 mm (Fig. 2E and F). There was a prominent central necrotic eosinophilic core, which was packed with karyorrhectic debris. The core was surrounded by epithelioid macrophages and neutrophils, and lymphocytes were also present. Beyond this, the lesion contained a prominent collar of lymphocytes admixed with cords of fibrous connective tissue.
(iv) Stage 4. Stage 4 lesions (Fig. 2G and H) represented the end stage spectrum of granuloma evolution (the example shown is from day 93). There was extensive coalescence of multiple granulomas into a dense sheet of inflammation, often effacing more than half of the lung sections. The necrotic cores were typically mineralized and surrounded by epithelioid macrophages. An elaborate fibrous web that had enveloped large foamy macrophages marked the previous outer margin of the granulomas. Neutrophils and lymphocytes were randomly spread at all levels of the inflammation. A few multinucleated giant cells were scattered throughout the lesions. Acid-fast bacilli were often detected both within the macrophages effacing the lung parenchyma and free within the suppurative airway debris (data not shown).
Localization of lymphocyte subsets by immunohistochemistry. The distribution of CD4+ and CD8+ T cells in the developing lesions is shown in Fig. 3. On day 11, small numbers of lymphocytes were evident. There were apparently similar numbers of CD4+ and CD8+ cells, and there was no evidence of cellular aggregation. This pattern was similar on days 21 and 31, as the lesions considerably increased in size. As the lesions degenerated, mineralized lymphocytes could still be detected but were present in smaller numbers.
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FIG. 3. Representative photomicrographs showing immunohistochemical staining for CD4+ (left panels) and CD8+ (right panels) T cells within the four stages of pulmonary granuloma formation: stage 1 (A and B), stage 2 (C and D), stage 3 (E and F), and stage 4 (G and H). For the top four panels, the scale bar represents 10 µm; for the bottom four panels the scale bar represents 100 µm. c, necrotic core. Arrows indicate individual positive cells. Labeled avidin-alkaline phosphatase with the naphthol red method was used for all sections, and hematoxylin counterstain was used. CD4+ T cells were stained with Serotec clone CT7, and CD8+ T cells were stained with Serotec clone CT6. Biotin-labeled F(ab')2 rabbit anti-mouse Ig was used as the secondary antibody.
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By day 93, the structure was dominated by thick bands of collagen deposition, forming a thick web that appeared to trap large numbers of foamy macrophages in addition to completely surrounding the mineralized core (Fig. 2G). In contrast, fibrin deposition was rarely seen at this stage.
Distribution of apoptotic cells. It has been suggested that apoptosis of infected cells may be a major defense mechanism against M. tuberculosis. As shown in Fig. 4, very few apoptotic cells could be detected at any of the four stages of the disease process. On days 11 through 31, some apoptotic cells could be seen close to the developing core lesion, but later during the course of the infection, only a few cells stained positive for apoptosis and appeared to be randomly distributed.
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FIG. 4. Representative photomicrographs of the distribution of apoptotic cells within the four stages of pulmonary granuloma formation. (A) Stage 1 granuloma. A few scattered single apoptotic cells are indicated by the arrows. Bar, 10 µm. (B) Stage 2 granuloma. Bar, 100 µm. (C) Stage 3 granuloma. At this time point, most apoptotic cells tended to be adjacent to the core (c). Bar, 100 µm. (D) Stage 4 granuloma. The arrowheads point to mineral debris at the margin of the core. Bar, 10 µm. All sections were stained by the Apo-Tag TUNEL method, using diamonbenzidine as the chromogen and methyl green as the counterstain.
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The current dogma to explain the pathological process in the guinea pig and rabbit is based on the historic studies by Lurie and more recently by Dannenberg (8-11). In that model, it is held that the initial presence of the bacilli causes no detectable tissue damage at first. Then, as cell-mediated immunity is triggered, "excessive delayed-type hypersensitivity" mediating the cellular influx and inflammation, in concert with cytolytic T-cell activity, leads to the necrotic degeneration of the center of the lesion. It was further proposed that the development of this caseous necrosis initially limits the growth of extracellular bacteria, until (in the rabbit) the lesion liquefies and the animal dies.
In this paper we propose a new hypothesis, which differs considerably from the Lurie-Dannenberg model. It is apparent to us that there is a very rapid response to the infection despite the very low dose, and hence it is highly probable that this response is innate in nature. Given the preponderance of macrophages, which are already present in significant numbers in the lesion by day 10, this may involve CD1- or Toll receptor-mediated mechanisms (3, 5, 25, 26, 35, 46). In addition, however, there are also obvious and prominent pockets of granulocytes; these may represent a double-edged sword in that they may be contributing to early protection, as suggested previously (1, 34), but their accumulation in response to local tissue damage and their own subsequent degranulation (perhaps merely due to their short life span) may also contribute to the local pathological process. Given the presence of these eosinophil-like cells throughout the early response, the data suggests that these cells are continuously accumulating in the lesions over this period.
It is possible that this innate immune response, which happens very early during the course of the infection, may be the trigger to the initial development of the characteristic central necrotic core. This structure is already very obvious by day 21, which seems to indicate that it has begun development long before the emergence of the acquired response. This latter response seems to peak about 10 days later and is associated with a large number of lymphocytes (a mixture of CD4+ and CD8+ cells) entering the lesion and forming a layer of cells peripheral to the central core. Moreover, in this region there are multiple scattered areas of fibrin deposition, which are suggestive of vascular permeability, which in turn would create local hypoxic conditions and cause the lesion to further increase in size. In contrast, there was no evidence for the hypothesis that the central core was promoted by cytolytic T cells, since there were no aggregates of either CD4+ or CD8+ cells adjacent to the lesion. Accordingly, our new hypothesis suggests that these very early mechanisms of innate immunity resulted in a process of irreversible damage that the subsequent emergence of the acquired response was too slow to prevent.
In a sense, moreover, the period of chronic disease seen between about days 31 and 71 might also be controlled in part by innate mechanisms. There is no evidence that the process of mineralization has an immune basis, and the substantial fibrotic response could also be regarded as a primitive event designed to wall off the lesion. Unfortunately, however, this process of consolidation is itself damaging, allowing erosion of cellular debris (including extracellular bacteria) into surrounding airways.
These guinea pigs succumb to the disease at about 100 to 140 days after exposure. We propose that at least two mechanisms underlie this event. First, the size of the lesion consolidates the lung lobe and interferes with efficient gas exchange. Second, the dissemination of the infection via debris deposition in the airways results in fresh ingestion by monocytes and the subsequent triggering of gamma interferon production by memory T cells. As a result, activated macrophages secrete large quantities of tumor necrosis factor alpha, leading to the weight loss invariably seen for a week or so prior to death of the animal.
Both M. bovis BCG and several new candidate vaccines are highly protective in the guinea pig model, which seems to suggest that this animal is capable of generating a potent memory T-cell response (2, 19). This in turn explains the very rapid lymphocytic response seen in vaccinated animals, which would be needed to prevent the development of the central necrotic core. As one of us has suggested elsewhere (32), this appears to be an important parameter of effective vaccination in this animal model.
Another important finding here was the observation that very few lymphocytes stained positive for apoptosis, suggesting that this mechanism does not play significant role in the disease process. This finding is rather contrary to the bulk of the literature (7, 15, 17, 21, 22, 27, 29, 38, 47), which holds that apoptosis of both T cells and infected macrophages is an important defense mechanism, although we note that most of these observations were all made in vitro.
Finally, although the mouse and guinea pig are considered to be quite different models of tuberculosis, there are also some similarities. If one regards the course of the disease in the guinea pig as having a stage of chronic disease followed by reactivation, then the fact that the latter stage is predisposed by much earlier events has certain similarities to the situation in various inbred mouse strains that are also prone to this event (45). Moreover, both animal models show evidence of a very efficient fibrotic response leading to deposition of collagen to provide some degree of integrity to the granuloma (30, 36).
Where there appear to be some interesting differences are in terms of the lymphocyte response. We have previously pointed to differences in terms of the propensity of mouse lymphocytes to accumulate toward the center of the granuloma (16, 30), and it may be that lymphocytes in the guinea pig occupy a more peripheral position simply because of the presence of the central necrosis. We have described clear distinctions between the CD4 and CD8 responses in mice, with CD4+ cells forming large aggregations dominating the granulomas and with CD8+ cells being more sparse and distributed more toward the periphery of the lesion (16). These data, when viewed with our data on CD8 gene knockout mice (43), are consistent with an immunosurveillance role for the CD8 population.
In the guinea pig, the distributions of the two T-cell subsets seem to be very different. Although large numbers of lymphocytes entered the lesions by day 31, they remained a fairly even randomized mixture of CD4+ and CD8+ cells, with no evidence of any cellular aggregation. In addition, they did not appear to collectively represent the entire population of lymphocytes, suggesting that the additional cells might be B cells and other cells, as previously seen in the mouse model (4, 16, 44). Whether this implies that CD8+ cells play a more prominent role in the early protective response in the guinea pig than in the mouse is impossible to say at this point.
We thank Andrea Cooper, Tony Frank, and Christopher Dascher for their helpful advice on this project and David McMurray for his continued encouragement.
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