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Immunohematology
i. Basic Principles
Chapter 2
INTRODUCTION
The histories of immunology and transfusion medicine
intertwine, and efforts in each field have revealed fundamental truths about the other. One of the early leaders in
both areas was Paul Ehrlich.1,2 At the turn of the 19th century, Ehrlich observed that goats were able to produce an
immune substanceantibodieswhich could destroy red
blood cells (RBCs) derived from other goats. Interestingly
this substance did not affect a goats own RBCs. From these
findings Ehrlich developed the concept of horror autotoxicus, that in order to avoid autotoxicity, or self-harm,
immune responses are directed against foreign and not self
compounds. Karl Landsteiner expanded on Ehrlichs work.3
He demonstrated that anti-red cell agglutinins found in
human serum, as in goats, were never directed against
self, or autologous, RBCs. However, he also observed that
some serum specimens were able to agglutinate samples
of homologous RBCs, while other serum specimens could
not. He categorized these agglutinins in analyses that led
to the description of the ABO blood group system and
thereby formed a scientific basis for modern transfusion
medicine.
One hundred years after the pioneering studies of
Ehrlich and Landsteiner, we still struggle to understand the
immune mechanisms they described. The human immune
system, functioning as a barrier against pathogen attack,
can prevent the transfusion of cells and proteins and the
transplantation of tissues. These cells and tissues, which
are foreign to our bodies, contain antigens, or chemical
structures recognized by the immune system. As Ehrlich
observed, our immune system generally does not respond
to self-antigens, antigens that are intrinsic to our bodies.
In contrast, it can and often will respond against foreign
antigens. In the case of transfusion, these foreign antigens
result from differences between the structures of proteins
and sugars present in transfused blood and those native to
the recipient.
The recognition of antigens within transfused blood by
the immune system may have several consequences. It may
lead to the destruction of transfused cells and the neutralization of transfused proteins. This can occur through
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offending pathogen. These signaling molecules are called biological response modifiers (BRMs). BRMs include lipids, such
as leukotrienes, and other small signaling molecules, such as
histamine and serotonin. They also include a group of messenger proteins called cytokines that are critical in orchestrating the innate immune response (Table 22). There are several
classes of cytokines with distinct roles in innate immunity.
The interaction of viral DNA or RNA with specific Toll-like
receptors induces the synthesis of Type I interferons (IFNs),
a class of cytokines that binds IFN receptors on cells and promotes the formation of proteins that block virus replication.
Another class of cytokines is called chemokines. The word
chemokine is a conjunction of chemotactic, the promotion
of migration along a chemical gradient, and cytokine. As
chemokines diffuse from their site of production, they form
a gradient along which immune cells migrate. An example
is interleukin-8 (IL-8), which recruits inflammatory cells to
the site of an infection.11,12 Other released cytokines promote
inflammation. For example, tumor necrosis factor (TNF)
activates endothelial cells, aiding in the diapedesis of reactive cells into tissue, and increases the production of pathogen-neutralizing effector molecules such as reactive oxygen
species and nitric oxide.13 Yet other cytokines, such as IL12, primarily link innate and adptive immunity. IL-12 promotes T-lymphocyte differentiation into helper T cells (Th1
cells) capable of recruiting and activating macrophages that
destroy pathogens.14 Cumulatively, the cytokines and other
BRMs released during the innate immune response form
a communication network between cells that identifies the
pathogen class and severity of the infection and establishes
an initial response to it.
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Table 21
Receptor
Recognition Motif
Pathogen
Triacyl lipoproteins
Peptidoglycan, lipoproteins, lipopeptides
Double-stranded RNA
Lipopolysaccharide
Flagellin
Diacetylated lipoproteins
Viral single-stranded RNA; imidazoquinalines
and other guanosine nucleotide-related
synthetic compounds
Viral single-stranded RNA
Unmethylated CpG DNA
Gram-negative bacteria
Gram-positive and other bacteria, parasites, fungi
Viruses
Gram-negative bacteria
Bacteria
Mycobacteria
Viruses; synthetic agents
Tlr8
Tlr9
Table 22
Viruses
DNA viruses, prokaryotes
Cytokine
Function
IL-1
IL-2
IL-4
IL-5
IL-10
IL-12
IL-15
IFN-
IFN-,
TNF-
TGF-
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Figure 21 Antigen receptor gene rearrangement. The germline genetic sequence consists of multiple variable (V), diversity (D), and junctional
(J) segments. Rearrangement of a D and J segment with excision of intervening DNA sequence is followed by that of the DJ sequence to a V
region. Completion of rearrangement juxtaposes sequences necessary for RNA transcription. The RNA transcript is spliced to create an mRNA
that is translated into an antigen receptor chain. The diagram is illustrative and does not indicate the full complexity of the T-cell receptor or B-cell
receptor loci.
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Thus antigen receptors are most variable at critical antigenbinding sites. Further, antigen receptors are heterodimers
composed of two polypeptides, a V-D-J-C chain, and a V-D-J
chain. Each of these receptor components uses an independent set of V, D, J, and C fragments. The chains recombine
independently but recognize antigen together. Thus billions
of distinct antigen receptors may form from a relatively small
number of gene fragments.
Antigen receptors are expressed on only two classes of cells,
B lymphocytes and T lymphocytes. On B cells they form the
B-cell receptor (BCR), which is a cell surface form of immunoglobulin. On T cells they form the T-cell receptor (TCR).
Each T cell or B cell expresses only a single (or in some rare
cases two) immune receptors on their cell surface.25 Therefore,
each T cell or B cell is essentially a clone recognizing a distinct
piece of an antigen, called an epitope. Because of the diversity of immune receptors, the frequency of T cells or B cells
able to respond to any single antigenic protein is extremely
low, typically ranging from 1/10,000 to 1/100,000 cells.26
Receptor engagement activates a lymphocyte and may lead
to the selection and rapid outgrowth of rare antigen-specific
clones. Cell activation by antigen may also induce differentiation into effector lymphocyte forms designed to participate in
distinct types of immune responses, such as allergic responses
or delayed type hypersensitivity responses.
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Figure 22 Schematic depiction of the structure of a lymph node (A) and an area of the splenic white pulp (B). Lymphocytes enter through the
high endothelial venule (HEV) or central arteriole and then migrate to T- or B-rich areas where they may interact with antigen-presenting cells. T
cells and B cells may also engage each other, often at the interface between the B- and T-cell zones of the spleen or lymph node. (From Mondino
A, Khoruts A, Jenkins MK. The anatomy of T cell activation. Proc Natl Acad Sci USA 1996;93:2246.)
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N
N
N
2m
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3
B
Figure 24 Structure of a class I MHC molecule. A, Three-dimensional ribbon model of the extracellular portion of the molecule. The
peptide-binding groove lies between the helices at the top of the molecule. B, Top view. (From Bjorkman PJ et al Structure of the human class
I histocompatability antigen, HLA-A2. Nature 1987;329:506.)
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response, most notably interferon-.45 As class I MHC molecules are synthesized, they are extruded into a membranous
compartment within the cell called the endoplasmic reticulum. Appropriately sized, proteasomally derived peptide
fragments are continuously transported into the endoplasmic reticulum by a special peptide transporter, called transporter of antigenic peptides, or TAP1/2.46,47 The transported
peptides can then bind to the nascent class I MHC molecules
(Fig. 25).48 MHC molecules bound to peptide are then
transported to the cell surface.
Class II MHC molecules take a different route to the cell
surface. They are also extruded into the endoplasmic reticulum. However, unlike class I MHC molecules, they bind to
a protein called the invariant chain as they are synthesized
(Fig. 26). A peptide segment of the invariant chain folds
into the peptide-binding groove of the class II molecule,
blocking any other peptides from binding. Rather than going
directly to the cell surface like class I MHC molecules, the
class II molecules are first diverted to specialized vesicles, or
membrane-contained compartments, within the cell where
they meet up with extracellularly derived antigens.4951
Cells may take up external antigens through a variety of
processes, including phagocytosis, or wholesale consumption
of cells or particles; pinocytosis, or internalization of small
20S
proteasome
TAP1
ER membrane
II
TAP2
20
ATP
PA28
Peptide
Peptide
Calnexin
Calreticulin
Heavy
chain
Heavy chain
2mpeptide
Tapasin
2m
TAP1
TAP2
Figure 25 A, Schematic drawing of a cut-open 20S proteasome generating peptide fragments from an unfolded polypeptide chain threaded into
the narrow entry formed by an outer ring of -type subunits. Cleavage occurs in the central cavity formed by two seven-membered rings of -type
subunits. A PA28 regulator complex, inducible by IFN- is bound at the bottom of the cylinder. B, Hypothetical cross-section of TAP1/TAP2 heterodimer embedded into the endoplasmic reticulum membrane. The adenosine triphosphate (ATP)-binding domain, which extends into the cytoplasm,
is shown. ATP cleavage provides energy for peptide translocation. C, Maturation of class I molecules in the endoplasmic reticulum. Nascent class I
heavy chains initially associate with calnexin. On binding of 2-microglobulin, the heterodimer dissociates from calnexin and forms a complex with
calreticulin, tapasin, and TAP1/2. After peptide binding, the heavy-chain 2-microglobulin complexes are released and exit to the cell surface. (From
Koopman JO, Hammerling GJ, Momburg F. Generation, intracellular transport, and loading of peptides associated with MHC class I molecules. Curr
Opin Immunol 1997;9:81.)
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Figure 26 Intracellular pathways of class I and class II MHC molecules. Class I MHC molecules acquire antigenic peptides, generated by the
proteasome in the cytosol, that are translocated into the endoplasmic reticulum by the TAP molecules (bottom of figure). The class I MHCpeptide
complex is transported through the Golgi complex directly to the cell surface for presentation to CD8 T cells (A). In contrast, class II MHC molecules
acquire antigenic peptides derived from antigens that are internalized in the endocytic pathways (B). Class II MHC heterodimers associate in the
endoplasmic reticulum (bottom of figure) with invariant chains to form nonameric Ii complexes. At the trans-Golgi network (TGN), these complexes are targeted to class II MHC compartments (MIIC) in the endocytic pathway as a result of targeting signals within the Ii cytoplasmic tail (not
shown). There the class II MHC-associated Ii is degraded in distinct steps, at least partially by cathepsin proteases (C), leaving a peptide from Ii in the
class II MHCpeptide-binding groove. This peptide is exchanged for antigenic peptides in a process catalyzed by HLA-DM molecules. Peptide-loaded
class II MHC complexes are then transported to the plasma membrane for presentation to CD4 T cells (D). (From Pieters J. MHC class II restricted
antigen presentation. Curr Opin Immunol 1997;9:91.)
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Ag/MHC
Ag/MHC
Ag/MHC
TCR
TCR
TCR
CD4
CD4
CD4
PO4
PO4
PO4
Lck
SH2
Lck
SH2
PO4
Lck
PO4
SH2
SH2
SH2
ZAP70
SH2
ZAP70
Cellular substrates
Figure 27 Model of TCR, Lck and -associated protein (ZAP)-70 interactions during antigen recognition by a CD4 T cell. The phosphorylation
of tyrosine residues of the immunoreceptor tyrosine-based activation motifs within the and CD3 chains has been simplified. (From Weiss A. T-cell
antigen receptor signal transduction: A tale of tails and cytoplasmic protein kinases. Cell 1993;73:211.)
II
22
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majority of nucleated cells indeed express class I MHC constitutively, though class I MHC expression can be enhanced
by cytokines, such as in the setting of inflammation.62
Not all cells need to express class II MHC, which presents
external antigens. Class II MHC expression is limited to specialized cells that provide T cells with environmental information. These include professional APCs, dendritic cells,
macrophages, B cells, and endothelial cells, though other cell
types may be induced to express class II MHC in the context
of inflammation.
Of the professional APCs that present antigen to T cells
on class II MHC, dendritic cells are particularly efficient.
They reside in tissues in a quiescent state. When activated
by any of a large variety of inflammatory stimuli, such as
cytokines or Toll-like receptor signals, they sample antigens
from their environment, which they present on cell surface
class II MHC molecules.30 After accumulating large quantities of antigen, the dendritic cells cease internalizing antigen
and migrate to lymphoid tissues, particularly lymph nodes,
where they present antigen to lymphocytes.
There are several types of dendritic cells.63 Some, the follicular dendritic cells, are particularly adept at presenting
whole antigen to B lymphocytes.64 This is important because
B cells recognize whole antigens or large pieces of antigens
through their immunoglobulin receptors. In contrast, most
dendritic cells, including myeloid, lymphoid, and plasmacytoid dendritic cells, digest antigens into small fragments
and present these to T lymphocytes. Because of the scarcity
of lymphocytes specific for any single antigen, presentation
in specialized lymphoid tissue is essential. The professional
APCs structure themselves into a reticular network through
which lymphocytes continuously and rapidly percolate.65
After a dendritic cell is stimulated through its Toll-like receptor or other receptors, it may secrete chemokines that will
attract T lymphocytes to it and costimulatory molecules that
can activate them. The lymphocytes scan these dendritic
cells with their antigen receptor for the presence of cognate
antigen. With recognition through their antigen and costimulatory receptors, the lymphocytes pause, alter their metabolism, and modulate gene expression. They may then expand
and differentiate into effector forms.
Other professional APCs are macrophages and B lymphocytes. Macrophages are potent phagocytic cells when activated
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sitivity (DTH) reactions.72,73 Th2 cells, which secrete IL-4, IL5, IL-10, and IL-13, are responsible for allergic responses.71,74
In the DTH response, Th1 T cells stimulate B cells to produce specific antibodies that efficiently activate complement
after antigen binding. The Th1 cells also migrate to sites of
antigen presentation in tissues. Once there, they secrete cytokines, such as IFN- and TNF, and chemokines that promote
the recruitment and activation of macrophages, additional
lymphocytes, and other inflammatory cells.75,76 Activation of
endothelial cells leads to a loss of vascular integrity and the
development of induration, a hallmark of the DTH response.
The activated macrophages locally present antigen and
amplify the immune response. Macrophages also serve as
primary effector cells, ingesting and eliminating pathogens,
and producing reactive oxygen species that can kill microorganisms. If this response is unable to clear the inciting
agent, granuloma formation and scarring may wall it off.
In Th2 responses, CD4 T cells stimulate the production
of antibodies that may be neutralizing or promote antibodydependent cell-mediated cytotoxicity. Cytokines produced by
the Th2 cells activate and promote the expansion of eosinophils and other cell types. Th2 T cells prominently support
the production of IgE, which binds specific high-affinity
receptors on mast cells and basophils.77 Antigen crosslinks
these antibodies, thereby activating the mast cells and basophils. This induces the release of histamine and other BRMs
that are associated with allergic or anaphylactic symptoms,
such as vascular dilatation, mucus production, urticaria,
and diarrhea. We commonly associate these symptoms with
pathologic responses to allergens and not with the clearance
of infections. However, Th2 responses appear to be important for the clearance of some parasitic infections.78,79
The final form a nave T cell differentiates into is determined by its microenvironment after antigen stimulation.80,81 Th1 cell differentiation is promoted by the presence
of IL-12 and IFN-. Th2 cell differentiation is promoted by
the presence of IL-4 and prostaglandin E2. These stimuli may
be produced after innate immune signaling in cells. IL-4 is
produced by activated mast cells and basophils.8284 Activated
dendritic cells may produce IL-12 and the closely related
IL-23.82,85 NK cells may produce IFN-.86 These differentiation cytokines may also be produced by T cells themselves.
Th1 cells produce IFN-, which further promotes Th1 differentiation and inhibits Th2 differentiation. Th2 cells produce
IL-4, which promotes Th2 and inhibits Th1 development.
Thus Th1 or Th2 antigen-specific T cells that developed in
prior immune responses or in an earlier phase of an active
immune response may polarize a nascent immune response,
promoting the development and expansion of T cells of their
own class while inhibiting those of other classes. This ensures
an unadulterated response to a particular pathogen type, DTH
or allergic in the case of Th1 and Th2 cells, respectively.
CD8 T cells are typically effector in nature. When activated
they differentiate into a class of cells called cytotoxic T lymphocytes (CTLs). In many circumstances this differentiation
depends on signals provided by CD4 helper T cells.87,88 One
manner by which stimulated CD4 T cells do this is through
the upregulation of a TNF-family protein, CD40L, on their
cell surface.89 CD40L interacts with CD40 on the surface of
APCs, signaling into the APC. This signal is important to
license the APC, that is, induce in the APC production of
cytokines and signaling molecules that are needed to adequately stimulate the CD8 T cell. If a CD8 T cell does not
receive these supplemental signals, it will not appropriately
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B-Lymphocyte Responses
B lymphocytes are critical effector cells for immune protection.
They act through the production of immunoglobulin, or antibodies. Antibodies specifically bind to target antigens. By so
doing, they may sterically block the function of some antigens,
such as toxins, enzymes, and receptors. Antibody binding may
promote complement fixation and thereby the lysis or phagocytosis of cells. Antibodyantigen complexes may crosslink
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26
VL
CL
Ch02-F039816.indd 26
Different functional regions are encoded within immunoglobulin molecules. The Fv consists of the paired heavy
and light chain variable domains. Fv are not independently
stable when separated from the rest of the immunoglobin
molecule; however, engineered single chain Fv in which the
heavy and light variable domains are genetically linked have
been created and are capable of binding antigen. These engineered scFv may become increasingly common as the use of
engineered antibodies for therapy and diagnostics becomes
more routine.129131
The addition of the first constant region domain to the Fv
domain incorporates a disulfide linkage between the heavy
and light chains and stabilizes the Fv. These Fab (fraction
antibody binding) retain the antigen-binding properties of
the parent immunoglobulin. Fab fragments may be released
from immunoglobulin molecules by protease digestion.
The final two or three constant regions of the heavy chain
form the Fc domain. Where the Fab domains connect to the
Fc stalk, there is a flexible hinge that allows each Fab domain
to independently bend. This helps the antibody bind to multivalent antigens, where the spacing between individual epitopes may vary. The Fc binds to immunoglobulin-binding
receptors on cells, Fc receptors, and is therefore responsible
for ADCC and other cell-mediated activities. The Fc also
binds complement and participates in the activation of this
effector pathway. Fab and Fv antibody fragments lack the Fc
domain and therefore lack these activities.
Immunoglobulin heavy chains come in five basic varieties, , , , and . When linked to either of the two varieties
of light chain or these form IgM, IgG, IgD, IgE, and
IgA, respectively, the different isotypes of immunoglobulin.
Each of the immunoglobulin isotypes come in a membranebound form expressed on the surface of B cells. A transmembrane domain pierces the cell membrane, attaching the
immunoglobulin to the cell surface. Transmembrane forms
of immunoglobulin associate with cell membrane proteins,
called Ig and Ig, which allow BCR signaling in a manner
analogous to the CD3 chains of the TCR. All isotypes except
IgD may also be secreted, in which case the antibody protein is synthesized without the transmembrane anchor. The
role of IgD is poorly characterized. Cells expressing IgD also
express an IgM version of the same antibody.
The secreted forms of different antibodies differ structurally. Secreted IgM consists of five immunoglobulin molecules
that are linked together by a junctional chain, forming a pentamer with 10 antigen-binding sites. IgA may be secreted as a
single immunoglobulin, and this is its most common form in
plasma. However, IgA produced by plasma cells underlying
epithelia in the gut, respiratory, or reproductive tracts typically is dimeric, and therefore antibodies secreted into these
locations have four antigen-binding sites.132 The remaining
immunoglobulin isotypes are only produced as monomers
with two antigen-binding sites.
Soluble antibody can bind cognate antigen in solution.
The binding affinity an antibody has for its antigen is related
to the chemical energy of binding of the Fv domain with its
antigen. When an antigen is polyvalent, however, the ability
of immunoglobulin to multimerize with its respective antigen will significantly increase its ability to bind the antigen. In
this circumstance dissociation of the antibody from antigen
would not simply require the dissociation of a single interaction, but would require all Fv regions to simultaneously
disconnect from the antigenic particle. This increases net
binding capacity, or avidity, of immunoglobulin molecules.
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Ig Class
IgM
IgG
IgG1
IgG2
IgG3
IgG4
IgA
IgE
No. of
Ab
% Intravascular
Half-life
(d)
Complement
Fixation ( to ++++)
Agglutination
Capacity
Placental
Transport
Epithelial
Transport
120400
8001600
5
1
1
1
1
1
12
1
41
48
56
1823
++++
++++
+/
++
++++
40220
17450 ng/mL
76
51
56.5
2.3
CONCLUSION
The immune system is a dynamic web of interacting cells and
molecules that protect our bodies from harm. In the practice
of transfusion medicine, we may only become aware of the
immune system when our patients manifest symptoms, such
as when they become alloimmunized or develop allergic reactions. However, underlying these responses are not only endeffector molecules, cytokines, or antibodies, but also complex
pathways of innate and adaptive immunity involving many
Ch02-F039816.indd 27
+++
+/
+++
+/
Table 23
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