SUMMARY
Adaptive immunity provides protection against infectious and malignant diseases. These effects are mediated by lymphocytes that sense and respond with targeted precision to perturbations induced by pathogens and tissue damage. Here, we review key principles underlying adaptive immunity orchestrated by distinct T cell and B cell populations and their extensions to disease therapies. We discuss the intracellular and intercellular processes shaping antigen specificity and recognition in immune activation and lymphocyte functions in mediating effector and memory responses. We also describe how lymphocytes balance protective immunity against autoimmunity and immunopathology, including during immune tolerance, response to chronic antigen stimulation, and adaptation to non-lymphoid tissues in coordinating tissue immunity and homeostasis. Finally, we discuss extracellular signals and cell-intrinsic programs underpinning adaptive immunity and conclude by summarizing key advances in vaccination and engineering adaptive immune responses for therapeutic interventions. A deeper understanding of these principles holds promise for uncovering new means to improve human health.
INTRODUCTION
Adaptive immunity is essential for host protection from infectious and malignant diseases but also contributes to autoimmune and inflammatory disorders under pathophysiological conditions. The adaptive immune system is the collection of cells, factors, and effector mechanisms that, through specialized receptors, recognize and respond to specific antigens, which can be derived from entities outside the body (e.g., pathogens and allergens) or within the body itself (e.g., tumors and self-tissues). The function of the immune system is analogous to the nervous system, with evolved means of sensing, responding to, and remembering the world. The specificity and delayed activation of adaptive immunity contrast with the more rapid and relatively non-specific innate immune response. Further, the adaptive immune system is defined by the emergence of immune memory, the remarkable capacity of lymphocytes to rapidly and precisely respond to a pathogen-derived antigen they encountered before, thereby mediating improved (or complete) protection from re-infection. To accomplish this, the adaptive immune system utilizes an array of diverse “professional” immune cell types that act as individual but interdependent effectors, along with numerous critical interactions with stromal and parenchymal cells throughout tissues.
The core cellular players in adaptive immunity are lymphocytes, specifically T cells and B cells1,2 (Figure 1A). Conventional αβ T cell populations are further classified as CD4+ helper T cells and CD8+ cytotoxic T cells. CD4+ T cells exert multiple effector functions, mediated by both soluble factors and cell-cell interactions. CD8+ T cells act primarily through the killing of specific target cells. B cells secrete soluble effector molecules called antibodies and can also function as antigen-presenting cells (APCs), which present specific antigens to T cells.1 Antibodies bind target antigens with high affinity and interfere with numerous pathogenic processes, such as blocking the attachment of pathogens to host cells and tissue surfaces, among other functions.3 This process prevents pathogen entry into cells, which can provide sterilizing protection against infection from obligate intracellular pathogens. Antibody binding to pathogen surfaces or infected cells also “flags” the cells as targets for innate immune cell-mediated killing, thereby promoting pathogen clearance.
Communication between these lymphocytes occurs via two major modalities: secretion of soluble proteins such as cytokines and chemokines and surface ligand-receptor interactions. These signals alter the functional state of the receiving (and sometimes the sending) cell. Collectively, these cell populations, soluble mediators, surface receptors, and their ligands comprise a network of networks, which are overlaid to generate the emergent functions classified as adaptive immunity. Intrinsic redundancy and robustness are key features of the system that maintains function even when deleterious lesions hinder one component. Conversely, numerous feedback loops and inhibitory interactions with immune suppressive populations are also wired in, thereby providing an essential balance that restricts self-reactive and potentially damaging responses to preserve homeostasis and prevent immunopathology.
In this review, we summarize distinct features of adaptive immunity, including how lymphocytes are generated to recognize specific immunological threats (hereafter called threats) and initiate adaptive immunity. We then describe how lymphocytes specialize and adapt to antigen stimulation in both lymphoid and non-lymphoid tissues, including discussing the additional immune stimuli and signaling processes that cooperate with antigen receptor activation to orchestrate adaptive immunity. Importantly, throughout these discussions, the regulatory mechanisms that exist to prevent immunopathology and maintain or re-establish homeostasis are described. Finally, we summarize how adaptive immune responses are harnessed or tailored for therapeutic benefit, including in vaccination against infectious diseases and immune engineering for interventions against cancer and immune-mediated disorders, and close with discussions on emerging and future directions in the field.
HOW DO ADAPTIVE IMMUNE CELLS “SEE” THE WORLD?
B cells and T cells are the essential effectors of adaptive immunity and are exquisitely tuned to target specific pathogens. A cascade of events precedes lymphocyte activation and expansion to ensure that their potent effector function is focused on true pathogenic threats. Here, we discuss the stepwise formation of a primary response and the unique generation of antigen receptors that define the adaptive lymphocyte lineage and mediate antigen recognition. The broad diversity of antigen receptors must be regulated through selection events to limit the development of responses that may damage the host.
Overview of adaptive immune responses
An initial encounter with antigen results in the priming of adaptive immune cells, which subsequently develop into effector cells for immune defense and memory cells to mediate immune memory.5 To understand this process, it is helpful to consider the course of a primary immune response (Figure 1B). For example, after initial infection by a respiratory virus, epithelial cells and local innate immune cells respond over the course of hours to days to attempt control of the pathogen. The lymphocytes that will eventually target this infection are in a quiescent state, circulating through the blood and lymphatics. To initiate this response, dendritic cells (DCs, a type of APCs) and the lymphatic vessels traffic viral antigens to local lymph nodes.6 Here, by secreting chemokines, these DCs will attract naive CD4+ and CD8+ T cells. T cells will then “test” whether they recognize any of the virus-derived antigens “presented” on the DC surface in complex with a host molecule called the major histocompatibility complex (MHC; in humans, these proteins are also called human leukocyte antigens [HLAs]). T cells “see” the peptide-MHC (pMHC) complex via their antigen receptor, called the T cell receptor (TCR), with co-receptors CD4 and CD8 defining T cell subsets recognizing pMHC antigens via different MHC molecules (class II versus class I, respectively).7 Antigen receptors are surface proteins that are the essential sensors of adaptive immune recognition.8,9 Within an organism, each T cell, to a first approximation, contains a unique TCR.10 From any given virus, between 5 and 50 target pMHCs may be recognized, with a corresponding ~250–25,000 naive T cells capable of recognition and becoming activated by binding with an avidity that triggers sufficient TCR signaling.11–13 If a TCR recognizes pMHC on a DC in the appropriate inflammatory conditions, the T cell becomes activated to initiate the subsequent adaptive immune response.
For naive T cells, TCR activation leads to an exit from the quiescent state via the activation of downstream signaling pathways14 and metabolic reprogramming.15 Massive transcriptional, epigenetic, and translational events promote altered surface protein expression and secretion of cytokines and chemokines, which recruit more naive T cells to the local lymph node to permit additional antigenic “screening.” Following quiescence exit, a replication program called clonal expansion is initiated. Consequently, there is a pronounced accumulation of antigen-specific T cells that are normally present at low and variable frequencies, thereby heightening the responses against rapidly dividing pathogens. This replication proceeds via a programmed timer partly regulated by the transcription factor Myc, with the cell undergoing replication as many times as possible within the timer window.16 T cells, once they exit the quiescent state, have among the fastest division times of healthy cells in the mammalian body (estimates of ~10 h for CD4+ and 6–8 h for CD8+ T cells).17–20 Each daughter T cell is similarly activated and carries an identical TCR, thus amplifying the “knowledge” of antigen recognition.
The activation and expansion of a CD4+ T cell response provide support for the activation and expansion of CD8+ T cells in the local lymph node. Co-stimulatory molecules (e.g., CD28 and 4–1BB) and cytokines, such as interleukin (IL)-12 and IL-2 secreted by innate immune cells and CD4+ T cells, enhance CD8+ T cell activation, prolonging division and stimulating specific transcriptional programs. As CD8+ T cells divide and differentiate, they express surface molecules, including ligands for death receptors to induce apoptosis in target infected cells, and also generate inflammatory cytokines and release intracellular stores of cytolytic molecules, including granzymes and perforin.21 After their initial activation and expansion, chemokine gradients guide CD8+ T cells to traffic from the lymph node to the site of infection, where they ultimately execute effector function.22–24
In the same lymph node, naive B cells also test their B cell receptors (BCRs) for binding viral antigens. Rather than pMHC, BCRs recognize whole and intact proteins, and the BCR can bind to three-dimensional conformational epitopes on a viral protein’s surface. Then, BCR-induced signaling, metabolic and transcriptional cascades, comparable to those induced by TCR signaling, activate B cells and initiate differentiation and replication.25 Activated B cells and CD4+ T cells meet at the interface of T cell and B cell zones (T-B border), where BCR-activated B cells can present processed viral proteins as pMHC.26 CD4+ T cells further promote B cell differentiation through additional ligand-receptor interactions (e.g., CD40L-CD40 and ICOS-ICOSL)25 and the secretion of cytokines (e.g., IL-4 and IL-21) that direct class switching to various isotypes (immunoglobulin [Ig]M, IgG, IgA, and IgE).27,28 These interactions promote B cell differentiation into one of two divergent paths. Some B cells can become short-lived antibody-secreting cells called plasmablasts, while others can enter specialized, organized structures called germinal centers.29 In germinal centers, B cells undergo a process called somatic hypermutation, where BCRs are diversified and their specificity altered through the introduction of mutations by the enzyme activation-induced cytidine deaminase (AID).30 Newly mutated BCRs undergo a second round of competitive T-B cell interactions, referred to as selection, in which they must demonstrate their ability to bind and present antigen to specialized germinal center-localized CD4+ T cells.26 Depending on the timing and specific characteristics of the CD4+ T cell and B cell interactions in germinal centers, a second fate divergence occurs in which some “selected” B cells become memory B (Bmem) cells that are capable of responding to subsequent infections, while others become long-lived antibody-producing plasma cells that predominantly reside in the bone marrow.31,32 At full activation, a single plasma cell can produce and secrete thousands of antibodies per second.31
As this primary response matures, coordinated efforts by both localized and systemic lymphocytes and their synergistic effector functions control the pathogen. Following resolution of the infection, >90% of the effector CD4+ and CD8+ T cells, along with a substantial portion of short-lived plasmablast B cells, undergo a regulated process of apoptotic cell death (called contraction). After this contraction phase, there is still a relative increase in the number of antigen-specific B cells and T cells that can recognize the infection that just occurred (as compared with the naive compartment). These cells form the reservoir of memory cells that can be quickly recalled on subsequent challenges, underlying immunity to re-infection.20,32,33
Antigen receptor recognition
The critical recognition event for initiating an adaptive immune response is antigen receptor (TCR or BCR) binding to antigen (pMHC or intact protein epitopes, respectively). How is it possible to seed the naive repertoire (the collection of antigen receptors within an organism) with enough diverse TCRs and BCRs to recognize various epitopes (the antigenic component recognized by the TCR or BCR), including those that are completely novel from an evolutionary perspective? An extremely conservative estimate suggests that at least 109 unique T cell clones exist in the naive repertoire (a number five orders of magnitude larger than the number of genes in the entire genome).10 The solution to this limitation is that each T cell or B cell undergoes a highly coordinated process of somatic recombination to generate a unique antigen receptor with one heavy and one light chain. Mature lymphocytes change their genomes by re-arranging and ligating gene segments to generate novel coding sequences (Figure 1C).34 In humans, TCRs are either αβ or γδ (with the α and γ chains corresponding to the light chains). For BCRs, the heavy chain is referred to as IgH, while the light chain is either Igκ or Igλ. The TCR and BCR loci are extremely large (several hundred kilobases), with regions of multiple gene segment variants. Each chain has both a cassette of “variable,” or V regions, and joining, or “J” regions, with the heavy chain containing an additional cassette of “diversity,” or D regions. To generate a receptor, the DNA is cut by the recombinase activating gene (RAG) enzymes and then stitched back together utilizing a specialized double-stranded break DNA repair process fusing one V, one D (for heavy chains), and one J region.34 DNA repair components Ku, DNA-dependent protein kinase (DNA-PK), Artemis, DNA ligase IV, and XRCC4 all participate in maintaining the proximity of the severed DNA strands and re-ligating them.34 In addition, terminal deoxynucleotidyl transferase (TdT) introduces template-independent nucleotides in the severed junction before ligation and repair, thereby providing an additional source of diversity in receptor generation to recognize a wide range of antigens.34
Collectively, these sources of diversity (gene segment selection, combinatorial diversity, junctional diversity, and the pairing of heavy and light chains) result in an estimated 1061 potentially unique TCRαβ chains.35 This number is exceptionally large—much higher than all of the T cells that have or will ever be generated in humans. Under conditions of random recombination, we would expect that no two T cells would arise within or between individuals with an identical receptor. Although the occurrence of such “public” receptors is uncommon for the full two-chain combination, for single chains, sharing is observed in ~15% of the TCRβ chains.36,37 This observation indicates that the recombination process is strongly biased toward the generation of some receptor chains more than others. A major accomplishment in the last several years, facilitated by the large amount of antigen receptor repertoire data produced by deep sequencing analyses, is the precise calculation of the probability of generating any given TCR or BCR.38–41 These approaches provide reliable estimates of how likely certain receptors are to occur, which can be verified by measuring the degree to which receptors are shared across the population. These tools have multiple applications, including for diagnostics and early detection of diseases, including chronic infections, tumors, and autoimmunity.
Beyond the intrinsically vast diversity available in the naive repertoire, B cells have a further mechanism for diversification of their antigen receptors. In the context of the germinal center structure described earlier, communication between CD4+ T cells and B cells leads to the induction of enzyme AID.30 AID causes the deamination of cytidine, converting it to uracil in the DNA encoding the antigen receptor. The DNA repair pathway then converts this to a thymine or to other bases depending on the repair pathway engaged, thereby introducing a point mutation in the coding sequence. If this mutation enhances the affinity of the BCR for its ligand, the B cell will receive a survival signal. Otherwise, it will undergo apoptosis. This process leads to the affinity maturation of the BCR (and the subsequent secreted antibodies), with the progression of the germinal center reaction resulting in a two-logarithm increase in the measured affinity of secreted antibodies over the course of a response.30
The processes of V(D)J recombination and affinity maturation are intrinsically dangerous for the cell and the host, as they involve the purposeful breakage, re-ligation, and/or mutation of DNA.42 Many pediatric and some adult tumors are driven by fusion genes created by illegitimate V(D)J recombination, demonstrating the embedded potential for malignant transformation in these processes.43 These include chronic myelogenous leukemia, which can contain a translocation between the BCR itself and Abl kinase,44 and T cell acute lymphoblastic leukemia, which can arise from RAG-mediated recombination between two non-antigen receptor genes, SIL and TAL1.45 As a result, antigen receptor recombination is highly regulated by transcriptional induction (both of recombination machinery and at the recombination locus46,47) and the physical sequestration of the antigen receptor loci within the nucleus in “recombination factories.”48
There are many preventive and therapeutic strategies that could arise from harnessing this central means of immune recognition. The ability to decode the repertoire is thus a focus of a number of investigators and is often called “the holy grail” of immunology, though it remains elusive.49 Although we cannot perform a simple mapping between the sequence of an antigen receptor and the identity of its target, significant progress has been made in extracting information from repertoire sequences. Receptors that recognize the same antigens often look very similar to each other.50–52 Finding identical paired chain receptors between individuals (“true public” receptors) is extremely unlikely, but receptors that share a high degree of homology are very common. These conserved motifs strongly suggest that the project of decoding the repertoire is likely to succeed, as it points to a conserved and limited set of solutions underlying how any particular antigen is seen by antigen receptors.53,54 Of note, only 17 epitopes with at least 50 unique paired TCRs are curated in the largest online database to date (accessed and analyzed in January 2024).55 Another complication for the prediction of specificity is the poorly understood extent of cross reactivity possible for any given receptor. That receptors must be cross-reactive is known to be true.56 Estimates as high as one million unique targets per TCR have been made, which imposes further challenges for the decoding problem. However, the translational potential of solving the repertoire code and recent advances in structural modeling keep this problem a major focus of current antigen receptor research.
Balancing self versus non-self recognition: Positive and negative selection
Considering the intrinsically stochastic nature of recombination, the generation of autoreactive TCRs and BCRs seems highly likely. For TCRs, an additional constraint is that they need to recognize peptides in the context of MHC to function properly. How then does T cell development ensure that such conditions (i.e., both lack of autoreactivity and restriction by MHC) are met? For T cells, their development in the thymus includes a rigorous process of both positive and negative selection, often referred to as “thymic education.”57 Following recombination, receptors must bind to MHC to provide a survival signal; if this does not occur, the cell undergoes apoptosis, removing it from the population. A receptor that binds MHC with too strong an affinity may induce apoptosis due to excessive activating signal, which helps eliminate self-reactive specificities from the repertoire (called central tolerance). To allow T cells to properly screen their receptors against antigens that will eventually be seen throughout the body, mechanisms exist to express diverse proteins from every major organ system and tissue in the thymus, with the transcription factor Aire, primarily expressed by medullary thymic epithelial cells, playing a central role in this process.58 Moreover, CD4+ T cells with moderate to high binding affinity for self-antigens are likely to upregulate expression of the transcriptional regulator Foxp3, which endows them the capacity to develop into a distinct lineage known as regulatory T (Treg) cells. After exiting the thymus, Treg cells mediate crucial immunosuppressive function to prevent autoimmunity but also have emerging roles in supporting tissue repair and physiology, and these two effects are described further below. Developing B cells also undergo processes of selection while they are developing in the bone marrow. Self-reactive, immature B cells can be deleted, or alternatively, their BCRs can undergo “receptor editing,” which allows for additional gene recombination events to produce a non-self-reactive BCR.59 Altogether, given the potentially deleterious effects of adaptive immune responses to host tissues, these developmental processes are crucial for “educating” T cells and B cells by equipping them with proper antigen receptors to mediate productive immune responses while avoiding self-disruption.
WHAT KIND OF RESPONSES DOES ADAPTIVE IMMUNITY GENERATE IN THE PERIPHERY?
Appropriate activation of adaptive immunity requires reprogramming of naive lymphocytes into effector cells, which are crucial to defend the host against invading pathogens or to influence other immune or tissue cells (Figure 2). How does the adaptive immune system in the peripheral lymphoid organs (primarily consisting of spleen and lymph nodes) respond to diverse threats initially, re-encounter them after initial clearance, or adapt to constantly facing them? Also, what mechanisms prevent adaptive immunity from carrying out autoimmune reactions in response to self-antigens expressed in the peripheral tissues (called peripheral tolerance)? We discuss effector and memory responses, T cell functional adaptation to chronic antigen stimulation, and Treg-mediated peripheral tolerance and restriction of inflammation (Figure 3), which collectively balance protective immunity against autoimmune reactions.
Diverse effector responses: Responding to different types of threats
How does the immune system respond to the vast diversity of invading pathogens and immunological insults? One solution is the generation of specialized effector cells that display functional diversity based on signals derived from the priming APCs and changing environments. For example, CD4+ T cells respond to pro-inflammatory cues and differentiate into effector cells, including the Th1, Th2, and Th17 subsets (“h” stands for “helper”; namely, the function to help other immune cells such as CD8+ T cells or B cells) of cells that mediate protective immune responses following bacterial, helminth, and fungal infections, respectively. These functions are orchestrated by lineage-specific transcription factors (T-bet, Gata3, and RORγt), signature cytokines, and other effector molecules. In addition, Bcl6-expressing CD4+ T follicular helper (Tfh) cells are crucial for supporting B cell-mediated antibody responses60 (Figure 3A).
However, effector cells are not simply fixed lineages, and they adapt their functions to ever-changing microenvironmental and immunological cues, a phenomenon called plasticity. Of note, Th17 cells display more plasticity than Th1 or Th2 cells. For instance, Th17 cells can adopt IL-23-mediated Th1-like features with enhanced capacity to induce autoimmunity61 and inflammation,62 and mechanistic (or mammalian) target of rapamycin complex 1 (mTORC1)-dependent metabolic rewiring contributes to this process.63 Th17 cells may also transdifferentiate into IL-10-producing cells (Tr1) with immunosuppressive function to resolve inflammation.64 Further, Th17 cells can produce IL-4 in helminth infection65 and possibly allergic asthma.66 Beyond plasticity, effector responses are functionally heterogeneous. For example, homeostatic (non-pathogenic) Th17 cells promote tissue homeostasis and prevention of microbial infection under steady state, especially at mucosal sites such as the intestine, whereas pathogenic Th17 cells precipitate inflammatory and autoimmune diseases.67 Th17 cell pathogenicity is associated with co-expression of IFNγ and granulocyte-macrophage colony-stimulating factor (GM-CSF)67 and requires rewiring of glucose,68,69 lipid,70 and polyamine71,72 metabolism. Moreover, Tfh cell function is tailored in response to specific immunological insults, which supports class switching to various antibody isotypes that provide protective immunity to different types of pathogens.73 The inherent plasticity and heterogeneity of CD4+ T cells for functionally adapting to changing environments may be harnessed for therapeutic interventions.
Activated B cells proliferate and migrate to the T-B border, where they interact with Tfh cells. Tfh cells provide multiple helper signals, including cytokines that direct immunoglobulin class switching (from IgD and IgM to IgG, IgE, or IgA isotypes), resulting in a pool of B cells with diversified functions.25 Recent high-dimensional profiling, especially single-cell RNA sequencing (scRNA-seq), has revealed additional heterogeneity of T cells, B cells, and other adaptive immune cells, including in patient populations with cancer,74,75 rheumatoid arthritis,76 severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2) infection,77 and neurodegenerative diseases.78 For instance, scRNA-seq of patients with bladder cancer79 revealed the existence of clonally expanded cytotoxic CD4+ T cell states. These cells have the capacity for killing autologous tumor cells, and their gene signature predicts response to anti-PD-L1 treatment, further supporting the notion of diversity and heterogeneity of adaptive immune responses.
Immune memory: Remembering the threats upon re-encounter
Immune memory, a hallmark of adaptive immunity (Figure 2), enables a rapid and enhanced immune response upon antigen re-encounter. This effect is associated with an increased frequency of antigen-specific T cells with intrinsically enhanced functionality compared with naive populations and is studied in all lymphocytes, especially CD8+ T cells33 (Figure 3B). Whereas the majority of antigen-specific effector T cells undergo contraction, long-lived CD8+ T cells may descend from a subset of effector cells that retain the capacity to re-acquire stem-like characteristics (i.e., signature molecules expressed by naive T cells).80 This effector to memory cell transition is a “de-differentiation” process orchestrated by epigenetic mechanisms like DNA demethylation.80 Alternatively, memory cells may emerge from a self-renewing population before or during the clonal expansion phase following antigen stimulation,81,82 thereby linking differentiation to replicative history.83 Further, asymmetric partitioning of key signaling molecules during the first cell division may reinforce memory formation.33,84 Transcriptional and metabolic pathways control memory CD8+ T cell differentiation, which require TCF-1,85,86 Myb,87 and Foxo1,88 as well as metabolic processes (e.g., mitochondrial oxidative phosphorylation [OXPHOS] and mitochondrial dynamics89). Future studies using cutting-edge lineage-tracing tools are needed to reconcile or unify these differentiation models and identify the underlying mechanisms.
For an effective recall response to occur upon pathogen rechallenge, memory CD8+ T cells found at the site of infection, in lymphoid organs, and in circulation all participate, with each subset exhibiting differential capabilities for self-renewal, longevity, and cytotoxic function. The memory pool mainly includes central memory (TCM), effector memory (TEM), and tissue-resident memory (TRM) cells, although stem cell-like memory (TSCM) and effector memory re-expressing CD45RA (TEMRA) cells have also been described.33 TCM cells are quiescent memory cells expressing low levels of cytotoxic markers and high levels of lymphoid-tissue homing markers (e.g., CCR7 and CD62L) for their localization to lymphoid tissues. TCM cells may undergo self-renewal in response to IL-7 and IL-15 and differentiate into TEM cells. By contrast, TEM cells display intermediate longevity, express lower levels of these homing markers, and circulate between the blood and inflamed non-lymphoid tissues. Upon re-infection, TEM cells are rapidly recruited from circulation to provide immune defense due to their inherent cytotoxic function.33
Germinal centers support the generation of the memory B cell pool, which forms after an iterative process of BCR diversification and affinity maturation. Two different memory B cell populations emerge: long-lived antibody-secreting plasma cells and Bmem cells.31,32 Long-lived plasma cells produce serum antibodies that can neutralize a pathogen and prevent infection. Bmem cells are rapidly re-activated upon subsequent antigen re-encounter and BCR engagement, causing them to proliferate and rapidly produce expanded populations of antibody-secreting cells.32 Bmem cells circulate and survey the body for their antigen (or a closely related variant), or alternatively take residence in tissues to protect against re-infection. Thus, diversified T cell and B cell subsets are involved in establishing immune memory.
T cell exhaustion: Facing the threats all the time
Although effector lymphocytes function to clear invading pathogens in acute infection, chronic infection, such as HIV, occurs when pathogens are not resolved, leading to persistent antigen stimulation. Under such conditions, T cells gradually become functionally exhausted, a state associated with dampened effector function,90 which is also observed in progressive tumors (Figure 3B). T cell exhaustion prevents tissue damage and excessive immunopathology while also contributing to the curtailment of pathogen and tumor growth, thereby reflecting a hypofunctional state of adaptation.91 Exhausted CD8+ T cells upregulate the expression of co-inhibitory molecules (namely, PD-1, LAG3, TIM-3, and TIGIT); gradually reduce proliferation; and display a unique chromatin landscape compared with effector and memory T cells. TOX is the master transcriptional regulator for inducing the exhaustion program but is largely dispensable for effector or memory T cell formation during acute infection.92–96
Given the functions of CD8+ T cells in mediating adaptive immunity to tumors and chronic infection, the mechanisms underlying T cell exhaustion and how to reinvigorate their functionality are being actively investigated. These efforts led to the discovery that exhausted T cells are separated into two major functional subsets: TCF-1+ precursor exhausted (Tpex) and TCF-1− terminally exhausted T (Tex) cells (Figure 3B). Tpex cells exhibit inherent stemness and self-renewal capacity97–102 and directly respond to antibody-based immunotherapies (called immune checkpoint blockade [ICB]) by producing a proliferative burst of functional CD8+ T cells to control pathogens98–100 or tumors.103,104 Among Tpex cells, a transcriptionally distinct CD62L+ Tpex cell population retains long-term proliferative potential and multipotency in a Myb-dependent manner.105 Transitory exhausted CD8+ T cells (with heightened effector function) are an intermediate state between Tpex and Tex cells.97,106–109 Further, transcriptional regulomes program the stepwise differentiation of exhausted CD8+ T cells, and enforcing Tpex cell quiescence exit and transitory Tex cell accumulation both bolster antitumor effects.109 Of note, antigen-specific T cells may also undergo terminal exhaustion without progression through a functional effector state. The differentiation trajectory of exhausted T cells in discrete chronic infections or tumors warrants further investigation.
Spatiotemporal control of CD8+ T cell responses is evident in tumors. Tumor-draining lymph nodes (tdLNs) contain an abundant Tpex cell population (possibly derived from tumor-specific memory (TTSM) cells110), which requires MHC-I-dependent interaction with type 1 conventional DCs (cDC1s) in the T cell and marginal zones of tdLNs for their maintenance.111–114 When Tpex cells migrate from tdLNs to the tumor, they undergo terminal differentiation. Further, the tertiary lymphoid structure facilitates the influx of B cells and T cells into the tumor site,75 which has been shown to support distinct subsets of exhausted T cells.115,116 Applications of spatial transcriptomics technologies and lineage tracing tools will help decipher cell state transitions and cell-cell interactions underlying lymphocyte adaptation across space and time.
Treg cells limit autoimmunity and inflammation
A defining feature of the adaptive immune system is the ability to distinguish self-tissue antigens from “non-self” (e.g., invading pathogens) (Figure 2). Although central tolerance is crucial for immune homeostasis, it is only partially effective. Therefore, mechanisms of peripheral tolerance exist to prevent autoimmune reactions, including cell-intrinsic mechanisms (e.g., lymphocyte quiescence, ignorance, anergy, and senescence, as reviewed elsewhere117) and extrinsic control, predominantly mediated by Treg cells. Loss of these cells or their lineage-defining transcription factor Foxp3 triggers early-onset fatal autoimmunity in mice and humans,118 suggesting that Treg cells act as a cellular “brake” to prevent adaptive immunity from targeting self-tissue (Figure 3C). Treg cells require Foxp3 for their function and also adapt to enforce context-specific immune regulation mediated by immunosuppressive cytokines (e.g., IL-10, TGF-β, and IL-35118); co-inhibitory molecule CTLA4119; and ectonucleotidases CD39 and CD73 to deplete pro-inflammatory extracellular ATP.118 These diverse mechanisms contribute to the immunosuppressive functions of Treg cells in self and tumor tolerance.
To balance effector responses, Treg cells undergo adaptation in the periphery. Compared with naive T cells, Treg cells display an antigen-experienced, activated phenotype due to their TCR-mediated recognition of self-tissue and also require IL-2 signaling and mTORC1-mediated anabolic metabolism for functional fitness.118,120 Further, in response to specific cytokine and inflammatory cues, Treg cells co-opt the transcriptional and trafficking programs of effector T cells, resembling plastic effector responses (Figure 3A). For instance, under Th1-prone conditions, Treg cells acquire T-bet and CXCR3 expression and Th1-like programming to counteract T-bet-expressing CD4+ and CD8+ T cells.121–123 Further, follicular Treg cells express Bcl6 and CXCR5 to downmodulate Tfh cell activity and germinal center reactions.124,125 The plasticity of Treg cells ensures a precise spatiotemporal control of the context-specific effector responses while limiting immunopathology.118
Although Treg cells are beneficial for mediating protection from autoimmunity, restraining effector responses may be detrimental in certain conditions. In particular, intratumoral Treg cell accumulation is a key barrier to antitumor immunity and immunotherapy and correlates with decreased patient survival126 (Figure 3C). Intratumoral Treg cells are heterogeneous, and only the FOXP3hi, but not FOXP3lo, subpopulation shows immunosuppressive capabilities in patients with colorectal cancer.127 Additionally, Th1-like Treg cells accumulate in tumors and co-localize with CXCL9-producing cDC1s to suppress CD8+ T cell function.128 However, intratumoral Treg cell adaptation can result in aberrant IFNγ expression that reprograms the tumor microenvironment to be more inflammatory, thereby boosting antitumor immunity.129 Intratumoral Treg cells show unique requirements for uptake of nutrients such as lactic acid130 and lipids,131 as well as de novo lipid synthesis,132 and depend upon CTLA4 to maintain metabolic homeostasis and lineage stability.133 Strategies for therapeutic targeting of Treg cells for tumor therapy include their depletion and functional reprogramming by modulating co-inhibitory receptor (e.g., CTLA4), cytokine (e.g., IL-2), and chemokine receptor (e.g., CCR4 and CCR8) signaling.126 However, immune-associated adverse events remain a challenge for Treg cell-targeted cancer immunotherapies, with future therapeutics likely benefiting from a better understanding of tumor context-specific functional programming. Additional studies are also warranted to ascertain the functional contributions of other immunosuppressive populations (e.g., Tr1 cells,134 KIR+ CD8+ T cells,135 and regulatory B cells136) to immune health and disease, as their interplay with Treg cells is likely essential for balancing pro-inflammatory and immunosuppressive responses to different insults.
HOW DOES THE IMMUNE SYSTEM BALANCE TISSUE IMMUNITY AND HOMEOSTASIS?
In a successful acute immune response, the offending agent is cleared, inflammation resolved, and homeostasis re-established. Importantly, a primary immune response leaves the previously infected tissue more capable of defense against a subsequent infection. Resident memory lymphocytes enter non-lymphoid tissues (though some also populate lymphoid tissues), where they perceive and respond to environmental cues and are maintained for long periods of time.137 They defend against future pathogen encounters and prevent the dangerous pathology associated with innate immune defenses triggered during a primary response. An inability to return to normal homeostatic set points results in chronic inflammation and multiple diseases, including allergic disease, fibrosis, autoimmunity, and neurodegenerative disorders, and such effects are counteracted by various intratissue and inter-tissue interactions between lymphocytes and tissue cells and factors. In this section, we discuss the diverse types of tissue lymphocytes and define how these “sentinels” contribute to defense against infection while supporting tissue function and organismal homeostasis.
Memory tissue lymphocytes are lifelong sentinels
Antigen-experienced lymphocytes form both circulating and TRM populations. Antigen-specific TRM cells alter the rules of engagement for subsequent immune responses to the same invading agent, as these highly specialized cells clear pathogens at an exponentially faster rate than most innate mechanisms.137,138 Within hours of re-infection, TRM cells recruit, localize, and activate innate immune cells in tissues, a process that takes up to a day in their absence.139 TRM and tissue-resident B (BRM) cells are anatomically, transcriptionally, epigenetically, and functionally distinct from their circulating counterparts.137,140–142 Although CD8+ TRM cells are well studied, there is also a growing interest in the more recently described CD4+ TRM and BRM cells.
Resident memory cells are optimized to clear offending agents through their interactions with both the previously encountered offending agent and the tissue environment in which they need to functionally engage. A two-site continuum of lymphocyte spatiotemporal differentiation occurs as the immune response progresses: lymphocytes are primed to gain functional properties in the lymphoid tissues and then learn how to communicate with their neighbors and serve as sentinels upon tissue entry. In both sites, differentiation processes occur such that broad classes of lymphocytes contribute to the memory pool: some that are more terminally differentiated with capacity to exert strong effector functions and others that serve as a more plastic, proliferative reserve population that can repopulate the effector-like pool.140,143 Below, we discuss characteristics of lymphocytes that populate the tissues to provide protection against pathogens while also regulating homeostasis and tissue repair (Figure 4).
Functional diversity of resident memory lymphocytes
CD8+ TRM cells are critical for imparting local immune protection against different infections.137 Moreover, murine CD8+ TRM cells accelerate immune control of viral, bacterial, fungal, and parasitic infections.137 In humans, TRM cells are present in virtually every tissue examined. Transcriptional profiling of human T cells from various tissue sites revealed a conserved transcriptional program that is distinct from blood memory T cells but shares key gene expression profiles with mouse TRM cells.141 In humans, the frequency of antigen-specific TRM cells correlates with better control of viruses, including hepatitis B virus in the liver,144 HIV in the lymphoid tissue,145 and RSV in the lung.146
Although most CD8+ TRM cells share some core signatures associated with migration and adhesion, there is also significant heterogeneity associated with the type of immunological insult that primes the response and the subsequent site of TRM residency.147 Because of this heterogeneity, diverse transcriptional and metabolic programs regulate the formation of each unique TRM population. For example, deletion of the transcription factor Runx3 has varying effects on IFNγ-expressing CD8+ TRM numbers in distinct non-lymphoid tissues,148 and skin-resident CD8+ TRM cells that produce IL-17 upon bacterial infection and wound healing require c-Maf but not Runx3 for their generation.149 Intratissue heterogeneity even exists among antigen-specific TRM cells. For instance, CD8+ TRM cells within a tissue express varying levels of key TRM-associated molecules (e.g., CD69, CD103, IL18R, TCF-1, and T-bet), and the frequency of cells expressing these molecules can shift over time.147 In the small intestine, two distinct subsets of TRM cells are observed: one with enhanced memory potential that expresses high levels of Id3 and TCF-1 but low levels of Blimp1, while the other expresses high levels of Blimp1 but low levels of Id3.140 Of interest, CD8+ tumor-infiltrating lymphocytes (TILs) can also display characteristics of TRM cells in certain mouse and human cancers, which usually correlate with better antitumor immunity.74,150,151 Understanding the distinctions between these subsets and how to properly regulate their distribution and function may therefore be pertinent to enhancing protective immunity against both infection and tumors.
Although CD8+ TRM cells may be optimally poised to kill pathogens at the site of infection, CD4+ TRM cells are the great communicators of the system. Like CD4+ T cells in a primary immune response, CD4+ TRM cells interact with many cell types through ligand-receptor interactions and secrete a diverse array of cytokines. Moreover, functionally diverse CD4+ TRM populations contribute to the control of infections with viruses,152–155 bacteria,156 and parasites.157 CD4+ TRM cells share transcriptional programs with CD8+ TRM cells and depend upon IL-2 signaling in the lymphoid tissue to become tissue resident.153,158 CD4+ TRM cells can also undergo further diversification within the tissues, with some retaining a more effector-like phenotype159 and others behaving more like Tfh cells.160,161 Whether this division of labor is a characteristic of only T-bet-expressing Th1-like TRM cells during influenza infection162 or is also a general feature of CD4+ TRM cells responding to other types of immunologic insults requires further investigation.
BRM cells can also protect against re-infection.163–165 Recent studies using fluorescently labeled probes have characterized influenza-specific memory B cells and begun to shed light on the phenotype, longevity, functional attributes, and interactions with other tissue-resident immune populations.142,143 BRM cells are randomly distributed throughout the lung, near local alveoli.143 Upon re-infection, these activated BRM cells rapidly migrate to sites of infection, where they produce antibodies to help clear the virus. A survey of mouse and human tissues characterized Bmem cells in the lung and gut tissues that express both shared and unique phenotypic markers, which will aid our understanding of BRM cells.166
Tissue Treg cells support tissue homeostasis and repair
The optimal functionality of TRM cells can be a double-edged sword by providing immune protection and contributing to immunopathology. For instance, CD4+ TRM cells can promote allergic and autoimmune diseases of the skin, lung, nervous system, and gut.137 As such, Treg cells contribute to counteracting these effects by promoting tissue homeostasis, as well as regeneration and repair in response to various insults.118 Treg cells in non-lymphoid tissues, such as those in the visceral adipose tissue (VAT), adapt to specific microenvironmental signals,167 and accordingly, VAT Treg cells have distinct transcriptome profiles (partly mediated by PPARγ168 and IL-33169) and TCR repertoires than splenic Treg cells. These VAT Treg cells orchestrate tissue homeostasis via local and systemic regulation of metabolism, partly by downmodulating tissue inflammation that may predispose to type 2 diabetes and metabolic syndromes,167 and their generation requires a stepwise, multi-site differentiation process.170 Beyond VAT, scRNA-seq profiling reveals tissue-specific signatures of Treg cells and their progressive adaptation to tissue sites under steady state.171,172 Tissue Treg cells also promote tissue regeneration via interfacing with stem cells. For example, in the skin, Treg cells localize to hair follicles, where they stimulate stem cell function or regeneration via Notch signaling.173 In a mouse model of vitiligo, the proper position and function of skin Treg cells are mediated by CCR5 signaling, which likely extends to human vitiligo patients.174 Finally, in response to tissue-specific insults, Treg cells support tissue repair and physiological function by production of growth factors.118 In particular, upon tissue injury, Treg cells produce amphiregulin to promote tissue repair and regeneration in the skeletal muscle,175 lung,176,177 and brain.178 In a mouse model of influenza infection, Treg cell-derived amphiregulin prevents lung tissue damage without affecting antiviral immune responses, revealing discrete functions of Treg cells in mediating immune suppression and tissue repair.176 The extent to which Treg cells interplay with tissue cells and impact physiological function and tissue repair, and the underlying processes, are fruitful areas of future studies.
Commensal microbes interplay with the immune system in barrier tissues, and specialized tissue Treg cells called peripheral Treg (pTreg) cells prevent immune reactivity to microbiota to preserve tissue homeostasis. Upon antigen stimulation, pTreg cells are derived from naive T cells in response to commensal microbe-derived signals (e.g., short-chain fatty acids, secondary bile acids, and retinoic acid) or TGF-β.179 In the intestines, these pTreg cells are marked by RORγt and c-Maf expression. Exposure to food antigens also induces pTreg cell differentiation.179 RORγt+ APCs are crucial for intestinal pTreg cell generation, in part, via integrin αVβ8 expression that enables TGF-β activation.180–182 The identification of the interactions between RORγt+ APCs and pTreg cells reveals an important mechanism for peripheral tolerance that distinguishes commensal microbes from invading harmful insults.180–182 The prevalence and functionality of pTreg cells and their corresponding APCs in other tissues warrant further investigation.
Where do lymphocytes fit into organismal homeostasis?
Organismal homeostasis maintains the internal stability of the host while adjusting for changing external conditions, including alterations in temperature, exposure to toxins or infectious agents, or dietary changes. Sensing of these external insults by the immune system not only activates direct defense mechanisms, but if life is perceived to be threatened, also engages both local and system-wide changes to clear the offending agent. In a physiological emergency (e.g., infection with a replicating pathogen and injury or tissue stress), the immune system overrides the normal set points of homeostasis to help control the infection or heal the injury, a process referred to as inflammation.183 The immune system also contributes to the re-establishment of organismal homeostasis through interactions with the other systems of the body. As discussed below, communication between the immune and nervous systems creates a complex homeostatic network that synergistically enhances the individual function of each system. Although innate lymphoid cells (ILCs) contribute to sensing and responding to perturbations to homeostasis in an antigen-independent manner,184 recent studies have identified similar types of interactions between lymphocytes and the nervous system that depend upon sensing of a specific antigen, with major implications for therapeutic interventions.
Lymphocytes and neurons communicate using a common language of cytokines, hormones, neuropeptides, chemokines, and their receptors,185 and neuroimmune interactions are observed in the central and peripheral nervous systems. Recent evidence has highlighted the ability of antigen-specific lymphocytes to direct neuronal activity in multiple tissue sites. In the skin dermis, IL-17-producing CD4+ TRM cells that are specific for commensal micro-biota co-localize with sensory nerve fibers, where they promote axonal growth and nerve regeneration upon injury.186 In the intestine, sensitization to food allergens drives antigen-specific avoidance behavior that depends upon B cell-secreted IgE, suggesting that antibodies may expand the sensory capacity of the nervous system.187 Remarkably, this allergen-specific response persists for at least 48 weeks after allergic sensitization, further suggesting a specific role for gut-resident memory lymphocytes. However, these additive responses are not always protective. For example, IL-5Rα-expressing nociceptive nerves in the lung are activated by IL-5 produced by ILC2s and Th2 cells, creating a feedforward loop that enhances immunopathology.188
The peripheral nervous system also modulates immune responses in lymphoid and non-lymphoid organs. In response to fasting, catecholaminergic neurons are activated in the ventrolateral medulla, which can shunt CD4+ and CD8+ T cells from the blood and secondary lymphoid organs into the bone marrow in a CXCR4-dependent manner.189,190 Catecholamines contribute to CD8+ T cell exhaustion in both chronic viral infection and cancer, further providing evidence of the intersection of neuronal regulation of the tissue immune response. Specifically, exhausted antigen-specific CD8+ T cells are in close proximity to sympathetic nerves, and ablation of β-adrenergic signaling synergizes with ICB to improve T cell effector function, revealing a potential new therapeutic modality.191 Together, these studies highlight the importance of understanding neuroimmune interactions in tissues and in the larger context of how the body responds to homeostatic perturbations across all systems.
HOW ARE DISTINCT IMMUNE RESPONSES REGULATED?
Adaptive immune cells employ similar and unique strategies against different threats, orchestrated by extrinsic and intrinsic molecular processes that vary across space and time (Figure 5). The extrinsic signals from antigens, co-stimulation, and cytokines (signals 1–3) are predominantly delivered from activated DCs. Nutrients (signal 4) and other cellular interactions also regulate lymphocyte specialization. These extrinsic cues are integrated by cell-intrinsic signaling pathways, metabolism, and epigenetic programs, which culminate in altered gene transcription and protein translation instructing cell state and fate.
Extrinsic signals drive adaptive immunity
The diverse stimuli of adaptive immunity largely converge on signals 1–3, which mediate the specificity, strength, and durability of immune responses (Figure 5). During naive T cell activation, TCR stimulation (signal 1) occurs upon recognition of DC-presented pMHC, leading to immunological synapse formation, which shapes TCR signaling192 and mechanical force.193 Downstream of antigen receptors, graded IRF4 expression establishes the fate and function of CD8+ T cells,194,195 CD4+ T cells,196 and B cells.197 Acute and persistent antigen stimulation promote the generation of effector and exhausted T cells, respectively.91 Of note, pMHC-TCR interaction is among the most complex ligand-receptor interaction systems for directing specific biological responses, associated with the vast diversity of antigens and antigen receptors as described above.
However, TCR signaling is not sufficient to elicit a productive adaptive immune response, and this serves to prevent spurious T cell activation and uncontrolled inflammation. Instead, co-stimulatory (signal 2) and cytokine (signal 3) signals act in coordination with antigen stimulation to instruct adaptive immunity. For example, CD28 (signal 2) and IL-12 (signal 3) help promote naive T cell activation. Other co-stimulatory (e.g., ICOS) and co-inhibitory signals (e.g., PD-1, CTLA4, LAG3, TIM-3, and TIGIT) also serve as respective “accelerators” and “brakes” for signal 2. For signal 3, immunostimulatory (e.g., IL-1, IL-2, and IL-6) and immunosuppressive (e.g., TGF-β and IL-10) cytokines shape T cell fate. Importantly, the interplay between signals 1–3 orchestrates adaptive immune responses, including by activating metabolic rewiring (e.g., via TCR and CD28)198,199 or tuning downstream signaling (e.g., ICOS-mediated phosphatidylinositol 3-kinase [PI3K] activation for Tfh responses200). Also, PD-1-targeted ICB therapies enhance CD28-dependent effector function and accumulation of CD8+ T cells in chronic infection and cancer and also act in synergy with IL-2 signaling.91,201–203 How these co-stimulatory and cytokine signals are delivered by specific innate stimuli and cells, including “non-traditional” APCs (e.g., epithelial cells), as well as the impact of other non-traditional signals (e.g., serum amyloid A proteins derived from intestinal epithelial cells that act in collaboration with Th17 cell-promoting cytokines204), will be important to explore.
Nutrients and metabolites license T cell immunity by functioning as signal 4,205,206 including acting on intratumoral CD8+ T cells.91 In particular, glucose and glutamine are limiting for intratumoral lymphocytes due to the enhanced capacities of intratumoral myeloid cells and tumors cells to acquire and consume these nutrients.207 Consequently, intratumoral glucose restriction impairs T cell activation and function.208,209 Similarly, glutamine shapes metabolic reprogramming210 and context-specific function211,212 of T cells, as well as intratumoral cDC1s.213 Intratumoral glutamine administration rectifies defective cDC1-dependent CD8+ T cell antitumor immunity and overcomes therapeutic resistance to immunotherapies in animal models.213 Other amino acids, such as arginine and methionine, are also required for T cell function,214,215 partly by orchestrating mTORC1 activation,205,216 whereas uptake of lactic acid217 and oxidized lipids218 is largely detrimental to intratumoral T cell function. Finally, G-protein-coupled receptors orchestrate T cell immunity,219 partly by mediating signals from stress-associated hormones (e.g., catecholamines)191 or the dietary nutrient trans-vaccenic acid.220 Future research should explore how adaptive immunity is shaped by nutrient availability and usage in various tissues or from dietary and microbiota-derived sources.
Cell-intrinsic programs
How do lymphocytes interpret and integrate these diverse signals? Antigen and co-stimulatory receptor engagement induces a series of phosphorylation events and other post-translational modifications, leading to the activation of key transcription factors nuclear factor κB (NF-κB) (via IKK signaling), AP-1 (via ERK signaling), and NFAT (via calcium-calcineurin signaling). Additionally, cytokines primarily activate the JAK-STAT pathway, while nutrient-dependent signaling is mediated by a three-tier process composed of nutrient transporters, sensors, and transducers.205 As with signals 1–4 themselves, crosstalk and integration of such signaling pathways regulate adaptive immunity, as illustrated by the cooperation between NFAT and AP-1221 or STAT and lineage-specific transcription factors, thereby leading to transcriptional activation of signature cytokines and effector molecules. Feedback control mechanisms also exist to prevent T cell hyperactivation, including those mediated by the Cbl family proteins222 and Regnase-1.223 In particular, emerging studies highlight the important roles of metabolic and epigenetic rewiring that shape gene transcription and cell fate choices.
Metabolic regulation of adaptive immunity has been revealed over the past decade.15 Glycolysis promotes effector over Treg cell differentiation, and fatty acid metabolism contributes to memory T cell generation.68,224,225 Also, mitochondrial dysregulation is a hallmark of exhausted CD8+ T cells.226–228 Mechanistically, extensive crosstalk between immune signaling and metabolic programs directs “bidirectional metabolic signaling.”15 For instance, mTORC1 integrates signals 1–4 and shows reciprocal interplay with Myc, thereby driving anabolic metabolism, quiescence exit, and T cell differentiation.199,210 Beyond generating ATP, mitochondria are signaling hubs in T cell biology, as specific mitochondrial metabolites (e.g., α-ketoglutarate229 and the oncometabolite d-2-hydroxyglutarate230) impact the epigenetic landscape or protein activity in T cells. Moreover, new metabolic regulators of T cell fate, including phosphatidylethanolamine and guanosine diphosphate (GDP)-fucose signaling, which respectively drive Tfh and terminal effector CD8+ T cell differentiation, were identified by CRISPR-based genetic screens.231,232 Altogether, cell state or fate is characterized by unique metabolic profiles, nutrient requirements, and tissue-specific regulators. Metabolic adaptation represents a key means to alter the fitness and function of adaptive immune cells to the specific immuno-logical context.
Epigenetic remodeling confers phenotypic stability of immune cells and is more reflective of cell fate alterations than transcriptional and metabolic events. As such, epigenetic analyses can resolve key questions in adaptive immune responses. For instance, chromatin state analyses show that exhausted CD8+ T cells represent a separate T cell lineage in chronic infection233–235 and cancer.236,237 Chromatin accessibility analyses also revealed the progressive differentiation of exhausted T cells,236,238 while global mapping of histone methylation in effector CD4+ T cells exposes subset-specific patterns of signature cytokines and plasticity for master transcription factors.239 Accordingly, targeting the DNA methyltransferase Dnmt3a alters CD8+ T cell differentiation in acute and chronic responses,80,240 while disruption of the chromatin remodeling complex SWI/SNF affects CD8+ T cell differentiation241–244 and Treg cell activation and function.205,245 These findings offer new opportunities for therapeutic targeting of epigenetic programs for cancer and immune-mediated diseases.
ENGINEERING IMMUNITY: VACCINES AND THERAPEUTICS
The hallmarks of T cell and B cell responses (cytotoxic and helper functions and antibody secretion) are the core components mediating effective and durable protection in the context of vaccines. Further, these hallmarks are leveraged as tools for therapeutic interventions, including the use of T cell-based adoptive cell therapies (ACTs) as “living drugs” and monoclonal antibodies (mAbs). Harnessing the power and unique features of the adaptive immune system holds great promise to treat a broad range of diseases, which is briefly described below mainly from the perspectives of vaccination for infectious diseases and engineered therapies for cancer.
Vaccination as a means to understand and utilize adaptive immunity
Vaccination is, in many ways, where the understanding of adaptive immunity began, with the Jennerian cowpox vaccine for smallpox.246 Vaccines aim to generate protective immune memory that will aid clearance and limit the pathology and inflammation of an infectious challenge. The majority of vaccines are benchmarked on their ability to induce serum antibody responses, which are generally strong correlates of protection for most vaccines.247 While animal models and human studies have reported correlations between vaccine efficacy and T cell response features, including magnitude and quality in various systems, there are no rigorously validated, epidemiologically established T cell-based correlates of protection for any vaccine in clinical use. This is likely because assays for T cell enumeration and characterization are more time consuming, expensive, and difficult to compare than antibody assays. Although few studies have directly compared the predictive power of antibodies versus cellular responses in human patients, the contributions of CD4+ and CD8+ T cells versus B cells can be defined mechanistically with genetic ablation and depletion studies in animal models. The recent interest of defining correlates of protection to COVID-19 vaccines has highlighted the utility of animal models for determining the precise mechanisms of protection and the need for improved human assays that can assess multiple arms of immunity.
The understanding of human vaccinology has advanced significantly during the COVID-19 pandemic.248,249 One striking finding concerned the length of germinal center reactions after mRNA vaccination against COVID-19 that has revolutionized modern vaccine development. In mouse studies, most germinal center reactions induced by immunization are resolved within 6 weeks; however, in humans, naive COVID-19 mRNA vaccine responses for both Tfh and B cells are still detected at 6 months after boosting, when the response is peaking in many individuals.250–252 The kinetics of short-lived plasmablasts in the blood and of bone marrow-resident, long-lived plasma cells were also carefully measured.253 The rapid dynamic decay of the plasma-blast response corresponds to measured declines in serum antibody.254 However, paired with the knowledge of ongoing germinal center function and output (as measured by increased numbers of Bmem cells255), the maturation of improved and higher affinity antibodies is still occurring, despite waning total antibody levels.256 The rapid evolution of SARS-CoV-2 led to escape from the neutralizing antibody responses raised against the ancestral vaccine antigens. However, CD4+ and CD8+ T cell responses are well characterized for these vaccines, and there is strong evidence that T cells play an important role in limiting serious infection-associated pathology.249 These data were derived from both animal studies and from humans who were on treatments that suppressed the B cell response.257 A greater understanding of the quantitative contribution of T cell responses to human vaccine protection will aid future vaccine design programs.
Inducing potent immune memory by vaccination requires a balance between activating robust lymphocyte responses and causing inflammatory sequelae. This balancing act can be achieved by adjuvants, “the immunologist’s dirty little secret” described by Charles Janeway before mechanisms of action for vaccines were understood.258 In modern vaccines, adjuvants that activate a single innate immune pathway (e.g., specific Toll-like receptors) are being tested for their capacity to prime a proper adaptive immune response.259 Further, modern vaccine design also focuses on driving specific forms of adaptive immune memory. For example, the generation of both CD4+ and CD8+ TRM cells is a major priority of next-generation vaccine initiatives, with mucosal vaccine platforms, such as inactivated viruses and inhaled vaccines in the airways, being tested.260 The goal is to localize lymphocyte memory into the upper or lower airways to more faithfully mirror the potent TRM responses generated by a pathogenic infection of the respiratory system. However, as with pathogenic infection, vaccine-induced inflammation in the airways, lung, intestinal, or genital mucosa via a vaccination needs to be carefully regulated to limit any immunopathology.
Beyond infectious diseases, there are rapidly growing efforts in vaccination against tumor antigens, including unmutated tumor-associated antigens and personalized or public neoantigens.261 For most tumor vaccination, the immunization occurs after the tumor has formed and seeks to elicit cytotoxic CD4+ and CD8+ T cell responses against the tumor. Immunizing against tumor antigens presents complications due to the close or identical relationship of the target antigen to self-antigens and the unforgiving environment of the tumor and local lymphatics. As such, the tumor microenvironment can limit T cell activity by suppressing function and limiting migration. However, recent tumor vaccination efforts have shown significant promise in solid tumors, including in pancreatic cancer and melanoma.262 In addition, certain tumors are promoted by viral infection, including the human papillomavirus (HPV), which plays a causative role in the development of many cervical and head and neck cancers. The introduction of HPV vaccines has profoundly lowered the risk of cancer in recipient populations, demonstrating the potential efficacy for preventive anti-cancer vaccines for tumors where there are established, shared antigens.263 In combination with other immunotherapeutic approaches, tumor vaccines are an important area for future mechanistic investigation.
T cells as living drugs
T cell-based cell therapies are built upon decades of basic research. The convergence of immunobiology and synthetic biology (called synthetic immunology) has broadened the applicability of cell therapies, especially by pioneering the use of genetically reprogrammed T cells to treat tumors, infectious disease, and autoimmunity.264 Cellular therapies for cancer include use of T cells that are expanded after isolation from the tumor site (TILs), chimeric antigen receptor T cells (CAR-T), and TCR-engineered T cells (TCR-T) (Figure 6A). TIL therapy has shown promising efficacy265 and was approved by the US Food and Drug Administration (FDA) in 2024 to treat melanoma (Amtagvi). However, isolation and preparation of abundant tumor-specific T cells are still difficult in other cancer types. CARs are fusion proteins that combine the antigen-binding domains of antibodies with T cell signaling domains264 and recognize cancer cell surface antigens independently of MHC-mediated peptide presentation. CAR-T therapy has achieved strong clinical outcomes in treating B cell malignancies,266–268 leading to FDA approval of CD19-targeting CARs to treat B cell leukemias and lymphomas. By contrast, CAR-T cells have shown limited efficacy toward solid tumors, whose immunosuppressive tumor microenvironment often causes CAR-T cell exclusion and exhaustion. Also, it remains challenging to identify target antigens with high-level and homogenous expression on solid tumors but not normal tissues. Logic-gated CAR-T cells, which express two different CARs on their surface and must sense two separate antigens for activation,269,270 may overcome this obstacle. Finally, TCR-T therapy uses an ectopically expressed TCR recognizing a tumor antigen to expand tumor-specific T cells for enhanced killing activity. TCR-T cells are subject to MHC restriction and thus will only function in individuals with that MHC.264
New strategies to modify intracellular metabolic, proliferation, and survival pathways can further boost the efficacies of these cell therapies. Moreover, CRISPR technology has advanced genetic engineering to improve T cell potency by offering applications such as unbiased functional screens and site-specific genetic modifications.271 Recent in vivo or multimodal CRISPR screens in T cells identified new targets that, when deleted, reprogram cells to boost CAR-T cell function.271–274 In vitro CRISPR screens uncovered that IFNγR signaling is required for CAR binding duration and avidity in solid but not liquid tumors.275 Also, inserting CAR expression into specific genetic loci (e.g., TRAC or PDCD1) through CRISPR technology further improves CAR-T efficiency.276,277 Finally, engineered T cells can act as vehicles to deliver therapeutic “payloads” to improve effector function. These payloads include cytokines (e.g., IL-15278 and IL-10279 to enhance persistence and resistance to dysfunction, respectively), dominant-negative receptors as a “sink” for immunosuppressive cytokines (e.g., TGF-β280), or antibodies (e.g., anti-PD-1 to overcome exhaustion281). Beyond cancer, T cell-based cell therapies are emerging for infectious disease and other immune-mediated diseases, such as engineering of CAR-Treg cells to treat autoimmune diseases and transplantation.264 Opportunities and challenges remain for these living drugs in the future for these non-malignant diseases.
Antibodies as therapies
Due to their high specificity for target antigens, mAbs represent a major category of therapies for cancer, inflammation, and other diseases (Figure 6B). Following the approval of the first anti-CD3 mAb therapy for transplant rejection (muromonab, more commonly called OKT3) in 1986, antibody-based therapies have rapidly emerged with remarkable clinical and commercial success. Further, mAb engineering has evolved from the first generation (mouse antibodies with names ending in -omab) to the second (human-mouse chimera, -ximab), the third (humanized, -zumab), and finally the fourth (fully human, -umab) generation, each associated with diverse mechanisms of action.
By targeting co-inhibitory molecules such as CTLA4 and PD-1 (or its ligand PD-L1) via therapeutic antibodies, ICB therapy directly unleashes endogenous T cell responses to target cancer.282 Though many patients experience durable tumor regression, most patients are unresponsive or develop resistance to current forms of ICB. Predicting the response to ICB remains challenging, although the composition or gene expression profiles of immune cells in tumors and the periphery serve as the most pertinent markers.282 Beyond the cancer context, ICB immunotherapies are being tested to treat malaria and HIV infection.283 Other antibodies that block ligand-receptor interactions are highly efficacious in the clinic, as exemplified by blocking cytokines (e.g., TNF-α by adalimumab,284 IL-4Rα by dupilumab,285 and IL-17 by secukinumab67) that have transformed the treatment of autoimmune and allergic diseases.
Besides targeting ligand-receptor interactions, these therapeutic antibodies direct cell-mediated cytotoxicity toward tumors. For instance, anti-CD20 mAbs may induce caspase-independent programmed cell death of malignant B cells,286 whereas antibodies targeting death receptors cause caspase-dependent apoptosis.287 Moreover, antibodies elicit cell-mediated immune reactions, whereby other immune cells (namely, natural killer [NK] cells and phagocytes) target and kill antigen-expressing target cells bound by the therapeutic antibodies. Compared with mAbs using full-length IgG antibodies, the bispecific T cell engager (BiTE) is composed of an antibody fragment for activating the TCR-CD3 chain and a tumor-specific antigen to bridge the interaction between T cells and target cancer cells, thereby inducing an artificial immune synapse that promotes T cell-mediated killing of target cells independent of TCR specificity.288 Finally, there is a growing interest in antibody-drug conjugates (ADCs) composed of a tumor antigen-targeting antibody, a linker, and a payload toxin (tubulin-binding or DNA-targeting agents). After the ADC is internalized by target tumor cells, the linker is cleaved to release the toxin.289 Improving ADC-related efficacy while reducing side effects requires further optimization.
Aside from the direct use of T cells and antibodies as therapies, cytokine-based therapies, such as small-molecule inhibitors of JAK, have achieved clinical success in autoimmunity and inflammation.290 Whereas direct use of cytokines has shown limited effects, possibly due to their pleiotropic effects and rapid diffusion, innovations in bioengineering have recently yielded promising new technologies in modulating adaptive immunity. For example, although IL-2 drives both expansion and exhaustion of CD8+ T cells, a partial agonist of IL-2 retains the ability to induce expansion and better maintain the TCF-1+ stem-like phenotype to escape exhaustion.291 Overall, limited efficacy remains a major hurdle of these immune-based therapies, and combination therapies are key to overcoming therapeutic resistance.
CONCLUDING REMARKS
Here, we have highlighted the core and emerging principles of adaptive immunity and its applications to immunotherapy. Since the discoveries of T cells and B cells in the 1960s, exploring adaptive immunity has yielded pivotal contributions to immunology. Adaptive immune cells are also an excellent system to study fundamentals of cell, molecular, and structural biology and mechanisms of metabolic, signaling, epigenetic, and transcriptional regulation, leading to major discoveries beyond immunology. For instance, investigating immunometabolism at the signaling, cellular, and systemic (e.g., dietary interventions and microbiota-derived nutrients) levels has enriched our knowledge on immunity and metabolism and provided new opportunities for targeting cancer, metabolic disorders, and other immune-mediated diseases. Similarly, investigation of epigenetic and chromatin regulation in lymphocytes has generated new concepts in context-specific gene regulation. Continued exploration of adaptive immunity and its intersection with fundamental biology will advance our understanding of the principles that are unique to the immune system and those that are broadly applicable to other biological systems.
Tissue immunity is an emerging regulator of physiology and disease. Unlike other cells, adaptive immune cells face the unique challenges of entering and acclimating to varying environmental cues in diverse tissues. Tissue context-specific adaptation is therefore fundamental to understanding tissue physiology and disease pathogenesis; however, much remains to be learned about the impact of the diverse tissue microenvironments on the adaptation of immune cells, and vice versa, as well as the complex immune-tissue cell crosstalk. To that end, recent interrogations of adaptive immunity in non-lymphoid tissues have markedly advanced our knowledge of tissue immunity (e.g., tissue-resident cells and Treg-mediated tissue repair). More importantly, the integration of adaptive immunity with physiology leads to an in-depth understanding of normal and diseased states of various tissues and the organism. For instance, the information on tumor-immune or neuroimmune interactions has contributed to therapeutic interventions of cancer and other diseases. However, we are only beginning to understand how the immune system shapes tissue homeostasis or dysregulation in aging-related, neurodegenerative, or metabolic disorders. How adaptive immunity, including host-intrinsic (e.g., tissue-specific immunity) and extrinsic (e.g., infection, microbiota, or nutrition) factors, intersects with normal physiology and disease states will likely bring fundamental new insights into immunobiology, with remarkable translational and therapeutic potentials.
Immunology is at the forefront of technology development and innovation, with ever-increasing resolution and ever-expanding dimensions to probe the complex adaptive immune system. Historically, the application of flow cytometry permitted single-cell analysis of immune responses, which was instrumental for discovery and analysis of lymphocyte subsets, whereas mouse conditional genetic models allowed for cell type-specific or spatiotemporally controlled modulation of gene function in vivo. Recent innovative technologies have provided unprecedented opportunities for high-throughput analysis of adaptive immune responses. For instance, the use of scRNA-seq permits the measurement of thousands of transcripts rather than limited markers offered by flow cytometry and can be integrated with protein expressional data and spatially resolved information (e.g., via spatial transcriptomics). Further, CRISPR-based pooled screens in vivo enable the unbiased discovery of the most functionally relevant targets under physiologically relevant conditions. Similarly, we have moved from analysis of individual antigen receptors to unbiased profiling of the entire TCR or BCR repertoire at single-cell resolution. The integrative use of these multi-omics tools requires expertise in computational biology and systems biology to uncover biological insights and disease targets. Therefore, systems immunology serves as a primary example of successful integration of experimental biology and data science for biological and clinical discovery. The synthesis of experimental and computational biology and integration of immunobiology, cutting-edge technologies, and data science will drive the next-generation research in adaptive immunity and produce new innovations.
Adaptive immunity may also hold the key to understanding and curing a broad spectrum of human diseases. This notion is best exemplified by the successes in vaccine development for infectious disease, immunotherapies for cancer, and cytokine-targeting therapies for inflammatory diseases. Indeed, basic research and fundamental discoveries using animal models (e.g., immune checkpoint molecules, inflammatory cytokines, and Th17 cells) have laid the foundation for innovative immunotherapies and clinical translation. Aside from this traditional bench-to-bedside translation, bedside-to-bench is being increasingly applied. In particular, with the advances in high-throughput technologies (e.g., scRNA-seq, spatial transcriptomics, and multiplexed imaging), the use of human patient-derived materials has moved beyond observational phenotyping to in-depth mechanistic investigation of disease state and precision medicine, accelerated by complementary model systems, such as organoids and advanced mouse genetic models (e.g., humanized mice). Moreover, immune engineering, as evidenced by the remarkable success of CAR-T living drugs and antibody and cytokine engineering, will continue to drive innovation and new opportunities for translation. In summary, the intersection of adaptive immunity with biology, physiology, technology, and therapy has produced major breakthroughs and transformed biological and clinical sciences, and we are undoubtedly on the brink of many more breakthroughs in the next half century.
ACKNOWLEDGMENTS
The authors acknowledge N. Chapman and H. Shi in the Chi Laboratory for insightful scientific discussions and editing of the manuscript. We apologize to our colleagues whose work is not highlighted due to space constraints. Research support is provided by the National Institutes of Health (NIH) (grants CA253188, CA281868, AI105887, AI131703, AI140761, AI150241, and AI150514), the Lupus Research Alliance, and ALSAC (to H.C.); AI165457, AI177874, AI142001, and AI176545 (to M.P.); and AI150747, AI154470, AI144616, AI136514, CA265009, HHS contract no. 75N93019C00052 (CIVR-HRP), 75N93021C00016 (SJCEIRR), and 75N93021C00018 (CIDER) (to P.G.T.).
Footnotes
DECLARATION OF INTERESTS
H.C. has consulted for Kumquat Biosciences, Inc., Chugai Pharmaceutical Co., and ONO Pharmaceutical Co. and is a co-inventor on patents/patent applications in the fields of immunotherapy. M.P. serves on the scientific advisory board of Vaxart, Inc. P.G.T. has consulted or received honoraria and/or travel support from Illumina, J&J, Pfizer, Merck, and 10x Genomics, and his lab has received funding from ElevateBio. P.G.T. serves on the scientific advisory boards of ImmunoScape, Shennon Bio, and CytoAgents.
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