Abstract
Optimization and standardization of immunohistochemistry (IHC) protocols within and between laboratories requires reproducible positive and negative control samples. In many situations, suitable tissue or cell line controls are not available. We demonstrate here a method to incorporate target antigens into synthetic protein gels that can serve as IHC controls. The method can use peptides, protein domains, or whole proteins as antigens, and is compatible with a variety of fixation protocols. The resulting gels can be used to create tissue microarrays (TMAs) with a range of antigen concentrations that can be used to objectively quantify and calibrate chromogenic, fluorescent, or mass spectrometry-based IHC protocols. The method offers an opportunity to objectively quantify IHC staining results, and to optimize and standardize IHC protocols within and between laboratories. (J Histochem Cytochem 58:XXX–XXX, 2019)
Keywords: BCL2, epitope, formaldehyde, limit of detection, LOD, MYC, zinc
Introduction
Modern nucleic acid analysis methods and cooperative efforts such as the Cancer Genome Anatomy Project have exponentially advanced understanding of disease etiologies, subtypes, and therapeutic opportunities.1,2 Notwithstanding these invaluable insights, antibody-mediated detection of antigens in tissue sections, first implemented more than 75 years ago,3 is still essential to medical research and practice because it reveals the relative abundance of expressed proteins at cellular and subcellular resolution. More than 3 million antibodies are available for exploratory use in human studies (see https://www.antibodypedia.com/), and immunohistochemistry (IHC) assays for ALK, KIT/CD117, EGFR, HER2, and PD-L1 are approved companion diagnostics for use in the assessment of patients being considered for treatment with Food and Drug Administration (FDA)-approved therapies (see https://www.fda.gov/MedicalDevices/ProductsandMedicalProcedures/InVitroDiagnostics/ucm301431.htm). FDA-defined class II IHC assays for estrogen and progesterone receptors, and many other class I IHC assays evaluating cell lineage and functional status, are routinely employed in patient care decisions.
Despite the utility of IHC assays in defining appropriate patient care, tests for diagnostic, prognostic, or predictive biomarkers have the potential for harm arising from patient misclassification. The risk is 2-fold: An incorrect test result may lead to a missed opportunity for a patient to benefit from effective treatment; it may also expose the patient to potential side effects associated with inappropriate treatment. These risks underlie the FDA requirement for in vitro diagnostic assays to meet rigorous performance standards, including documented accuracy and reproducibility at the clinical diagnostic threshold (see https://www.fda.gov/downloads/MedicalDevices/DeviceRegulationandGuidance/GuidanceDocuments/UCM589083.pdf). As a diagnostic tool, an IHC assay is an unusually complex system including preanalytic tissue processing, antigen unmasking, antibody-antigen interactions, assay detection chemistry, data acquisition, and data interpretation. The choice of optimal assay conditions depends on factors including the abundance and dynamic range of the target antigen, the method used to evaluate the signal, and the intended diagnostic use of the assay result. To achieve reproducible results within and between laboratories, well-controlled processes are necessary at all stages. In both research and clinical settings, it is an ongoing goal to improve IHC quality control methods and tools.4–6
Implementing an accurate and reproducible IHC assay is challenging in part because the strength of the IHC signal is often non-linear with respect to the target antigen concentration, with a lower limit of detection (LOD) and an upper limit, above which the signal appears saturated.7,8 Work from Steven Bogen’s laboratory using well-characterized peptide IHC epitopes bound to glass beads has shown that, even in the absence of tissue-specific preanalytic variables, the dynamic range and shape of analytic response curves vary with assay conditions.9–11 At one extreme, assay conditions can produce a step-like response, with signal rising rapidly to a saturated level as antigen abundance increases above the lower LOD. With such conditions, antigen expression will appear nearly binary: absent below the detection threshold or fully present above it. At another extreme, assay conditions can result in graded signal intensity across a range of antigen abundance, allowing a semiquantitative assessment in that range. For different clinical diagnostic needs, both types of assays can be useful: maximally sensitive detection of lineage markers may aid diagnosis and therapeutic decision making, for instance in the characterization of a metastasis with a known or unknown primary tumor source. Conversely, identifying patients appropriate for specific targeted therapy (e.g., anti-HER2) may require the ability to measure antigen on a graded intensity scale, with the clinical threshold for treatment above the minimally detectable level. Because assay conditions affect both the detection thresholds and the shape of the curve relating antigen abundance to assay signal, precision and accuracy at clinical diagnostic thresholds require well-controlled assay performance.
These challenges are recurring themes in the literature and practice of IHC, and multiple strategies to better assess and control IHC assay performance have been developed. Fixed tissues sections are complex analytes, with multiple unknowns including the concentration, biochemical integrity, and accessibility of the target antigen, the abundance of related but non-target antigens and of non-specific binders of assay reagents. Assay sensitivity and specificity further depend on non-antigen variables including the assay buffers, primary and secondary antibodies, signal amplification steps, detection chemistry, and signal evaluation methods. Because the number of variables and the complex interactions among them are obstacles to rational a priori assay design, most IHC assays are optimized by experience-based empirical testing using subjective qualitative endpoints. To obtain consistent results within and between laboratories, well-characterized positive and negative controls are essential.4–8
Ideal IHC assay control samples would have a broad range of antigen expression in easily identifiable cell populations, be reproducible between samples, and be readily available to multiple laboratories. Archival tissues (e.g., tonsil, containing many lymphoid cell populations) provide such controls for many clinically useful lymphoid markers, and specific control tissues have been identified for other widely used antibodies.8 However, for many IHC targets, satisfactory control tissues are not readily available for several reasons: expression of the antigen may be very low, may vary unpredictably in morphologically similar cell populations, or may not span the diagnostic threshold found in the intended clinical samples. In these situations, it may be impossible to understand the dynamic range of antigen abundance detected by specific assay conditions, or to describe to new users the expression pattern and staining intensity expected in specific tissues or cell types. Most importantly, it may be impossible to evaluate reproducibly the staining intensity in a clinical test sample relative to a reliable reference sample.
Given these challenges, we focused on the opportunity to more precisely characterize an IHC assay independent of its performance on target tissues. We recognize that important variables critical to IHC assay performance are found only in tissues (e.g., clinical and biological context, warm and cold ischemia time, fixation conditions), and cannot be evaluated in simpler systems. However, other parameters affecting assay performance can be assessed independent of the biological and laboratory-induced variations inherent in tissue samples. As a result, the relationship between assay conditions, antigen abundance, and IHC signal can be evaluated with greater precision. The qualitative nature of typical IHC assays can be moved incrementally closer to the ideal of a well-controlled quantitative laboratory assay and the calibration of assay conditions within and between different sites can be made more feasible.
Multiple strategies to assess and control IHC assay performance independent of target tissues have been proposed. More than 45 years ago, Brandtzaeg12 described a method to create “artificial tissue” samples: millimeter-sized blocks of glutaraldehyde-fixed rabbit serum, into which human IgG fractions or whole serum were allowed to diffuse. This general technique was revisited and extended with apparent success over the next dozen years,13–16 but has also been described as prone to inhomogeneous and non-specific staining,17 and has seen little use in recent practice. Coprecipitation of bovine serum albumin (BSA) and human chorionic gonadotropin (HCG) by formol sublimate formed a sample, after centrifugation, in which IHC signal correlated with HCG content.18 In a study of protein extraction methods from formalin-fixed paraffin-embedded (FFPE) samples, “tissue surrogate” gels were made by mixing lysozyme or RNase A solutions with formaldehyde at room temperature.19 These authors noted that gel formation depended on protein concentration and isoelectric point. More widely used are clonal cell lines with variably well-characterized abundance of target proteins.20 These are invaluable in many settings, but cell line controls can show remarkably heterogeneous expression of specific targets in separate subclones, different passages of one clone, or even within one culture population,21 frustrating the goal of creating a homogeneous and reproducible standard. More recent valuable work by several investigators, notably those in the laboratory of Steven Bogen, has shown the utility of peptide epitopes or whole proteins chemically coupled to the surface of glass slides or to glass beads that replicate the three-dimensionality of cells in tissue.9–11,22–26 These efforts address many of the same concerns we consider here, and some of these techniques have been offered as tools to standardize routine IHC lab work processes.9,11,26
In this work, we reexplored the general concept demonstrated by Brandtzaeg,12 in which specific antigens are incorporated into carrier protein gels. We identified conditions that allow reproducible sample preparation at relatively low cost and using routine histology methods for a variety of antigens including whole proteins, recombinant protein domains, and small peptides. These synthetic controls can have carrier protein and antigen concentrations spanning the ranges found in human tissues. Because they are three-dimensional (3D) solids, they reproduce some of the procedural and spatial aspects relevant to staining and interpreting tissue sections. We demonstrate proof of concept applications relevant to research and clinical use, including IHC assay calibration and quality control.
Materials and Methods
Peptides and Proteins
Peptides were synthesized at >95% purity by New England Peptide (Gardner, MA), ABclonal Science (Woburn, MA), or CPC Scientific (Sunnyvale, CA). Amino acids 41–54 of the human BCL2 protein (UniProt P10415) were extended at the N-terminus by four amino acids including acetylated tyrosine to facilitate crosslinking with formaldehyde, and a spacer sequence, GSG (glycine–serine–glycine). The C-terminus included a GSG spacer sequence followed by cysteine-amide to facilitate crosslinking with formaldehyde27,28 or sulfhydryl-reactive reagents. The entire 22 amino acid peptide sequence is Ac-YGSGGAAPAPGIFSSQPGGSGC-amide. Additional peptides were synthesized containing sequences from the human MYC protein (UniProt P01106): Ac-YGSGNRNYDLDYDSVQPYFYGSGC-amide (amino acids 9–24); Ac-YGSGDSVQPYFYCDEEENFYGSGC-amide (amino acids 17–32); Ac-YGSGQQQSELQPPAPSEDIWGSGC-amide (amino acids 35–50); Ac-YGSGFELLPTPPLSPSRRSGGSGC-amide (amino acids 53–68). A negative control peptide-containing 13 amino acids from the first exon of human MCL1 (UniProt Q07820) was synthesized with the same N- and C-terminal sequence extensions described above. For some experiments, arginine, serine, or tyrosine replaced the N- and C-terminal amino acids in the peptides described above. Lyophilized peptides (aliquots of 10.0–10.8 mg at 95–96% purity, as documented by the vendor) were dissolved in a minimal volume of distilled water, DMSO, or dimethylformamide. The C-terminal 301 amino acids (amino acids 650 to 950) of the Kinase Suppressor of RAS 2 (KSR2; UniProt Q6VAB6) protein was expressed as a 701 amino acid N-term [His]6 tagged, maltose binding protein (amino acids 9–399) fusion construct (Genentech, South San Francisco, CA). The fusion protein was expressed as a baculovirus construct in Trichoplusia ni Tni Pro insect cells (Expression Systems; Davis, CA), then purified by sequential nickel-nitrilotriacetic acid affinity, amylose affinity, and Sepharose S200 size exclusion chromatography. Purified mouse IgG1 clone MOPC-31C (BD Pharmingen, San Jose, CA), rat IgG1 clone R3-34 (BD Pharmingen, San Jose, CA), and rabbit IgG clone DA1E (Cell Signaling Technology, Danvers, MA) were obtained commercially. BSA (Ultra Pure) was purchased from Cell Signaling Technology (Danvers, MA). Food-grade gelatin and dried egg whites were from Knox (Oakbrook, IL) and Judees Gluten Free (Columbus, OH), respectively.
Protein Matrix Gels
For most experiments reported here, 0.5 mL of solution containing the desired antigen in 25% (w/v) BSA/phosphate-buffered saline (PBS) was mixed in a 1.5 ml microfuge tube with an equal volume of 37% formaldehyde (Electron Microscopy Sciences; Hatfield, PA), heated for 10 min at 85C to coagulate the solution, then fixed overnight at room temperature. The final reagent concentrations were 12.5% (1.8 mM) BSA and 18.5% (6.2 M) formaldehyde. Peptide antigens had final concentrations of 2.5 × 10−8 M to 2.5 × 10−4 M in the fixed gels. Gels containing naïve mouse, rat, and rabbit IgG had a final concentration of 0.1 mg/ml (6.7 × 10−7 M) IgG. The human [His]6-MBP-KSR2 fusion protein had a final gel concentration of 0.5 mg/ml (6.3 × 10−6 M).
In tests of alternative protein gel materials, the protocol above was followed with 25% (w/v) egg white in deionized water replacing 25% BSA in PBS. In other experiments, the desired antigen was diluted in warm liquid 10% (w/v) gelatin in deionized water, cooled to 4C until solid, fixed in 10% neutral-buffered formalin (NBF) at room temperature for 2 days, then transferred to 70% ethanol for 2 days before standard tissue processing. Fixed gels were dehydrated through graded alcohols to xylene on a Sakura (Torrance, CA) Tissue-Tek VIP5 tissue processor, infiltrated with molten paraffin wax, embedded, sectioned at 4 µm thickness and adhered to Superfrost Plus positively charged microscope slides (Thermo Scientific, Runcorn, Cheshire, UK). Tissue sections were air dried overnight at room temperature before baking for 20 min at 70C.
In tests of alternative fixation protocols, formalin-free zinc fixative (Catalog number 550523, BD Pharmingen; San Jose, CA) was used in place of 37% formaldehyde and NBF in the protocols above. In other experiments, antigen in 25% BSA in PBS was solidified by heating for 10 min at 85C in the absence of formaldehyde. The solidified gel was then transferred to 10% NBF (VWR International, LLC, Radnor, PA), 4% paraformaldehyde (PFA; VWR International, LLC, Radnor, PA), or zinc fixative for overnight fixation at room temperature.
Tissue Microarray Construction
Tissue microarrays (TMA) were constructed using a TMA Grand Master tissue microarrayer (3DHISTECH, Ltd., Budapest, Hungary). Duplicate 1 mm diameter cores were punched from donor paraffin blocks containing the desired protein gels, then transferred to recipient paraffin blocks. Completed recipient TMA blocks were heated at 37C overnight, then at 70C for 10 min, before being cooled and sectioned.
Immunohistochemistry Staining
Primary antibodies used were mouse anti-human BCL2 clone 124 (Ventana Medical Systems; Tucson, AZ), rabbit anti-human BCL2 clone EPR17509 (Abcam; Cambridge, MA), rabbit anti-human BCL2 clone SP66 (Ventana Medical Systems, Tucson, AZ), rabbit anti-human BCL2 clone E17 (Abcam, Cambridge, MA), and rabbit anti-human MYC clone Y69 (Ventana Medical Systems, Tucson, AZ). The 146Nd- EPR17509 antibody was purchased from Fluidigm (South San Francisco, CA). A panel of 27 mouse hybridoma antibodies to the [His]6-MBP-human KSR2 fusion protein was generated at Chempartner (Shanghai, China). Biotinylated donkey antirabbit, rat, and mouse secondary antibodies were purchased from Jackson Laboratories. Staining protocol details are summarized in Table 1. Four µm paraffin sections were deparaffinized and rehydrated in xylene and graded alcohols. Staining was performed, within 3 weeks of sectioning, on the Ventana Benchmark XT, Ventana Discovery XT, Ventana Benchmark Ultra XT instruments (Ventana Medical Systems, Tucson, AZ), or the Dako Universal Autostainer (Agilent, Santa Clara, CA). Sections were pretreated with Cell Conditioning Solution 1 (CC1) (Ventana Medical Systems, Tucson, AZ) or Target Retrieval Solution, pH6 (Dako—Agilent Technologies, Santa Clara, CA), depending on the optimized antibody protocol. Slides stained on the Ventana instruments were detected with Ventana OmniMAP, Opti- and UltraView DAB Kits (Table 1) followed by Ventana hematoxylin and bluing reagents (Ventana Medical Systems, Tucson, AZ) for 4 min each. Fluorescent detection was fully automated on the Ventana Discovery Ultra platform using Ventana Discovery RED610, FAM and Cy5 Kits (Ventana Medical Systems, Tucson, AZ) for 16 min each. Slides run on the Dako Universal Autostainer were incubated in 3% H202 in PBS for 5 min, blocked with 10% normal donkey serum in 3% BSA in PBS for 30 min, followed by the primary antibody incubation for 1 hr at room temperature; the appropriate biotinylated donkey secondary antibody (Jackson Laboratories, West Grove, PA) was incubated for 30 min, detected with the Vectastain Elite ABC-HRP Kit (Vector Laboratories, Burlingame, CA) for 30 min, visualized with metal-enhanced diaminobenzidine (DAB) from Pierce (Waltham, MA) or Betazoid DAB from Biocare Medical (Pacheco, CA) for 5 min, and counterstained in Mayer’s hematoxylin (Rowley Biochemical, Danvers, MA) and Richard-Allen Scientific Bluing Reagent (Thermo Fisher Scientific, Waltham, MA) for 1 min each. Stained sections were dehydrated in graded alcohols to xylene before coverslipping. Immunofluorescent slides were coverslipped with Prolong Gold mounting media (Life Technologies, Carlsbad, CA).
Table 1.
Target | Antibody | Antibody Concentration (µg/ml) | Machine | Conditioning (Time, Temperature) | Antibody Incubation Time, Temperature | Detection |
---|---|---|---|---|---|---|
BCL2 (DAB) | 124 | RTU | Ventana Benchmark XT | CC1 standard (64 min, 100C) | 16 min 37C | UltraView DAB |
BCL2 (IF) | 124 | RTU | Ventana Discovery ULTRA | CC1 standard (64 min, 100C) | 16 min 37C | Discovery RED610 Kit |
BCL2 (Dual IF) | 124 | RTU | Ventana Discovery ULTRA | CC1 standard (64 min, 100C) | 16 min 37C | Discovery FAM Kit |
BCL2 (DAB) | EPR17509 | 0.25 | Ventana Discovery XT | CC1 standard (64 min, 100C) | 60 min 37C | OmniMap DAB |
BCL2 (DAB) | E17 | 2.12 | Ventana Discovery XT | CC1 mild (30 min, 100C) | 32 min 37C | OptiView DAB |
BCL2 (DAB) | SP66 | RTU | Ventana Discovery XT | CC1 standard (64 min, 100C) | 16 min 37C | OptiView DAB |
BCL2 (MS) | EPR17509–146Nd | 1, 5, 10 | Manual | Target pH 6 (20 min, 99C) | Overnight 4C | MS |
MYC (DAB) | Y69 | RTU | Ventana Benchmark XT | CC1 standard (64 min, 100C) | 16 min 37C | OptiView DAB |
MYC (Dual IF) | Y69 | RTU | Ventana Discovery ULTRA | CC1 standard (64 min, 100C) | 16 min 37C | Discovery Cy5 Kit |
KSR2 (DAB) | Hybridoma antibodies | 5 | Dako Universal Autostainer | Target pH 6 (20 min, 99C) | 1 hr room temperature | ABC-HRP and DAB (Betazoid) |
Rabbit IgG (DAB) | Polyclonal | 10 | Dako Universal Autostainer | Target pH 6 (20 min, 99C) | 1 hr room temperature | ABC-HRP and DAB (Pierce) |
Rat IgG1 (DAB) | Polyclonal | 10 | Dako Universal Autostainer | Target pH 6 (20 min, 99C) | 1 hr room temperature | ABC-HRP and DAB (Pierce) |
Mouse IgG1 (DAB) | Polyclonal | 10 | Dako Universal Autostainer | Target pH 6 (20 min, 99C) | 1 hr room temperature | ABC-HRP and DAB (Pierce) |
Parameters for IHC staining protocols are summarized. Abbreviations: IHC, immunohistochemistry; DAB, diaminobenzidine; RTU, ready to use, Ab concentration is not disclosed by the vendor; IF, immunofluorescence; MS, mass spectrometry.
Fluidigm Staining Procedure
Sections were baked at 70C for 30 min, deparaffinized, rehydrated in descending EtOH series, and pretreated with Target Retrieval Solution, pH6 (Dako—Agilent Technologies, Santa Clara, CA), blocked for 30 min in 10% donkey serum, 3% BSA in PBS, then incubated with 146Nd-EPR17509 in blocking buffer. Slides were incubated at 4C overnight in a humidified closed container, then rinsed three times in PBS, postfixed in 2% Glutaraldehyde/PBS for 5 min at 20C slides, rinsed in ddH20, dehydrated in increasing EtOH series, air dried, and stored at 20C until imaging.
Imaging Mass Spectrometry Analysis
TMA cores stained with 146Nd-labeled EPR17509 were analyzed in the Fluidigm Hyperion imaging mass spectrometer (South San Francisco, CA) by defining ablation regions of interest (ROI) of 150 µm square in each TMA core. The integrated ion counts for each ROI were converted to antibody mass using antibody standard data as described below.
Control aliquots of 1, 5, and 10 µg/ml 146Nd-labeled EPR17509 were prepared in 10% donkey serum in 3% BSA in PBS. One µL of each antibody concentration was spotted on a glass slide and air dried before being ablated in the Hyperion machine, ultraviolet (UV) laser intensity = 3, The integrated ion count for each antibody spot was used to calibrate the ion counts measured in ROIs from stained TMA cores.
Digital Image Acquisition and Analysis
Whole-slide brightfield images were acquired at a scanning resolution of 0.46 µm/pixel using the Hamamatsu (Bridgewater, NJ) Nanozoomer-XR digital slide scanner equipped with a 20× 0.75 NA objective lens. Brightfield imaging was performed in semiautomatic batch mode. The scan area and focus points were manually created for each slide before automated high resolution whole-slide imaging. Immunofluorescence whole-slide images were acquired using the Nanozoomer-XR or 3D Histech Pannoramic 250 scanner (using a 20× 0.8 NA objective lens with a resolution of 0.33 µm/pixel). On the Nanozoomer-XR system, illumination power of the fluorescent module was set at 50% and immunofluorescence signal was captured using a TRITC (tetramethylrhodamine isothiocyanate, antibody signal at 1× exposure, 3.4 ms photon collection, 1× gain), DAPI (4’,6-diamidino-2-phenylindole, autofluorescence at 2× exposure, 6.8 ms photon collection, 2× gain), and CFP filter (cyan fluorescent protein, autofluorescence at 4× exposure, 13.6 ms photon collection, 2× gain). Acquisition on the Pannoramic 250 system was performed using a CY5 (cyanine 5, antibody signal at 10 ms exposure, 1× gain), FITC (antibody signal at 2 ms exposure, 1× gain), DAPI (autofluorescence at 40 ms exposure, 1× gain), and CFP filter (autofluorescence at 200 ms exposure, 1× gain). Image analysis was performed using Matlab version 9.3. ROI on brightfield images were manually created and edited to exclude areas of the gel that had artifacts or were torn. Small holes or tears within the ROI were excluded using manual color thresholds. ROI for immunofluorescent images were either manually created or automatically generated when sufficient signal above background of the gel is available from the autofluorescence image by thresholding (on either the DAPI or CFP channel) and morphological filtering. ROI were transferred onto images acquired in the antibody-fluorochrome channel for intensity measurement. Average grayscale intensity was calculated in 8-bit depth for both brightfield and fluorescent images. Plotted y-axis values for average brightfield pixel intensity represent 255 minus average pixel grayscale intensity. Digital slide scan images are presented without alteration of the original intensity or contrast. Staining intensity profile quantification on lines drawn across donor block sections was assessed using the Analyze/Plot Profile function in ImageJ (version 1.52a; Wayne Rasband, see https://imagej.nih.gov/ij).
Statistical Analysis
Graphing was done with Prism GraphPad (version 7). Signal intensity data, corrected for glass slide background, were plotted versus the log10 of the formulated antigen concentration. Curve fitting used the variable slope four-parameter model constrained so that the bottom of the fitted curve was equal to the mean intensity of the no-antigen cores for each assay. Antigen concentration at half-maximum signal (ACHM) and Hill slope were calculated by the software.
Results
Formulation of Gels
A number of carrier protein solutions were tested for their ability to form mechanically stable, uniform substrates. A solution of BSA in PBS (10–25% w/v) forms a semirigid gel when mixed with an equal volume of 37% formaldehyde and heated briefly to 85C. After further overnight fixation at room temperature, the gel can be processed into paraffin blocks from which TMAs can be created (Fig. 1). Other proteins tested, including chicken egg white (25% w/v) and collagen gelatin (10% w/v), formed mechanically stable gels that could be fixed, embedded in paraffin and sectioned with conventional histological techniques. Egg white protein formed gels that sectioned well and stained uniformly. Collagen gelatin was more difficult to work with when preparing samples, requiring heating to remain liquid, and sections prepared from gelatin blocks stained less uniformly than those prepared from either BSA or egg white protein (Supplemental Fig. 1). Unless otherwise noted, experiments reported below use the BSA/formaldehyde/heat protocol (final concentrations: BSA 12.5% w/v, formaldehyde 18.5% v/v; 10 min at 85C).
Detection of Antigen in Gels
When incorporated in protein gels, synthetic peptides encoding an antibody target epitope can be detected using routine immunohistochemical and immunofluorescent procedures. Donor blocks containing target peptides have relatively homogeneous antigen distribution when assessed by chromogenic assays (Supplemental Fig. 2). A TMA can be constructed containing the desired antigens in a range of antigen concentrations. Figure 2 shows a TMA composed of duplicate cores containing either no added peptide, serial dilutions of a negative control peptide from the human MCL1 protein, or dilutions of peptide encoding amino acids 41–54 of the BCL2 protein. Parallel sections of this TMA were stained with four anti-BCL2 antibodies: clone 124, raised against the same peptide sequence used in the target peptide; SP66 and E17, both raised against peptide antigens C-terminal to the sequence in our reagent29 (see http://www.abcam.com/bcl2-alpha-antibody-sp66-n-terminal-ab93884.html); and EPR17509, raised against an undisclosed BCL2 peptide antigen (see https://www.abcam.com/BCL2-antibody-epr17509-hrp-ab209039.html). Separate slides were stained using chromogenic (all antibodies) and immunofluorescent (for clone 124 only) methods. As expected, SP66 and E17 did not react detectably with any core in the sections from this TMA (Supplemental Fig. 3). With both clone 124 and EPR17509, the signal in the TMA cores increased with increasing concentration of BCL2 peptide (Fig. 2A–C), consistent with a specific interaction between the antibody and antigen in the cores.
Digital image quantification allows a more precise evaluation of the data (Fig. 2D). The fitted curves and the associated parameters reported in Fig. 2E quantify the minimum and maximum signal intensity, the dynamic range, the antigen concentration at which the signal is half-maximal (ACHM), and the steepness of the antigen concentration versus signal intensity curve in this range (HillSlope). With the conditions tested here, non-specific signal in cores containing no added peptide is 2.7% of the maximum detectable signal in the clone 124 chromogenic assay, 1000-fold lower than this in the fluorescent clone 124 assay, and 23% in the EPR17509 assay. In contrast, for EPR17509, the ACHM value, which reflects the relative sensitivity of the assay, is approximately 8-fold lower (i.e., more sensitive) than the ACHM for the chromogenic clone 124 assay, and more than 50-fold lower than the fluorescent clone 124 assay. The immunofluorescent clone 124 assay has a slope 50% to 75% steeper than either chromogenic assay, reflecting the narrower range of antigen concentration between the threshold of detection and maximum signal.
To assess the reproducibility of the peptide controls in repeated assays, a second BCL2 peptide TMA was constructed using a different lot of peptide and new donor paraffin blocks formulated to have the same target BCL2 peptide concentrations as those used to build the TMA in Fig. 2. Replicate sections of this second TMA were stained by two operators, on six separate days in a 6-month interval using the same anti-BCL2 clone 124 chromogenic IHC protocol used in Fig. 2. Quantitative digital image analysis of the stained sections showed the signal intensity for each core was highly reproducible (Fig. 3).
In parallel experiments, clone 124 was used to stain TMAs containing BCL2 peptide with or without prior antigen retrieval. Results (Supplemental Fig. 4) show that antigen retrieval improves signal strength approximately 6-fold but is not absolutely required.
Stability of Peptide Crosslinking in the Gel Matrix
The concentration of peptide that is available to bind antibody will be reduced from the formulated value by three parameters: the efficiency of crosslinking the peptide to the protein matrix, the biochemical integrity of the peptide, and accessibility of the crosslinked peptide to antibody. We intended formaldehyde to crosslink BSA side chains to the target peptides by reaction with the N-terminal tyrosine and C-terminal cysteine included in the peptide sequence. Of the amino acids internal to the BCL2 peptide (A, F, G, I, P, Q, S), only glutamine has been reported to react with formaldehyde.27 To assess the effect of alternative N- and C-terminal amino acids on signal intensity, we tested four variants of the original BCL2 peptide (designated “Y-C”). The N-terminal tyrosine was replaced with serine (designated “S-C”), expected to be minimally reactive with formalin, or with arginine (designated “R-C”), reported to be 50% more reactive than tyrosine.27 Other variants included tyrosine or arginine at both the N- and C-termini (designated “Y-Y” and “R-R,” respectively). TMA cores containing serial dilutions of each peptide were prepared and stained as before. Results show a significantly higher signal for the peptide with N-terminal arginine (“R-C,” Fig. 4). The ACHM for this variant was 4.4 × 10−7 M peptide, 6-fold lower than the corresponding value for the original Y-C variant. The other variants showed a range of intensities similar to (S-C) or weaker than (R-R, Y-Y) the original Y-C variant. Notably, variants containing arginine or tyrosine at the N-terminus with cysteine at the C-terminus reacted more strongly than peptides with arginine or tyrosine at both ends.
Generalizability of the Method
We asked if peptides containing epitopes for proteins other than BCL2 would react in a similar fashion. The anti-MYC antibody Y69 is reported to bind an epitope in the N-terminal 100 amino acids of the human MYC protein (see http://www.abcam.com/c-MYC-antibody-y69-ab32072.html). Candidate epitopes from this region were incorporated into BSA gels as described above and tested for Y69 binding. A peptide containing MYC amino acids 9–24 reacted strongly with the antibody, whereas other peptides reacted only weakly (aa 17–32) or not at all (aa 35–50 and aa 53–68) (Fig. 5 Panel A). A TMA was constructed containing duplicate cores, in the range of concentrations described earlier, of both the MYC aa 9–24 peptide and the BCL2 peptide. Chromogenic detection using anti-BCL2 clone 124 and anti-MYC clone Y69 showed a range of signal intensity, with no cross-reactivity to the non-target peptide (Panels B, C). Quantification of the resulting data (Panel D) shows the MYC protocol has a 4-fold lower ACHM than does the BCL2 protocol, with a similar HillSlope value. Dual immunofluorescent detection on the same TMA used in Fig. 5 was done using serial incubation with both anti-BCL2 and anti-MYC primary antibodies and appropriate detection reagents (Supplemental Fig. 5). Qualitative results (Panel A) showed the expected specificity with no cross-reactivity between either antibody and the non-target peptide. Isotype controls used in place of antigen-specific primary antibodies resulted in no signal (data not shown). Quantification of the resulting fluorescent data shows increased HillSlope parameters and increased replicate variability under the conditions tested, relative to the chromogenic protocol. These results confirm the utility of peptide antigens as IHC controls using diverse epitopes and detection protocols.
Limit of Detection, Reproducibility
The quantitative data obtained allow determination of the LOD and reproducibility of the clone 124 BCL2 IHC assay. The experiments illustrated in Figs. 2 to 5 and Supplemental Fig. 4 represent 10 independent analyses, each with duplicate TMA cores containing no target peptide (blank) and six concentrations of BCL2 peptide. Supplemental Table 1 and Supplemental Fig. 6 summarize the data. According to an accepted clinical laboratory convention,30 the limit of blank (LOB = meanblank + 1.645 × SDblank) for these data is 8.0 pixel intensity units, corresponding to an interpolated peptide concentration of 5.4 × 10−8 M, and the LOD (LOD = LOB +1.645 × SDlow-positive sample) is 16 pixel intensity units, corresponding to an interpolated value of 2.3 × 10−7 M peptide. This concentration equates to a formulated antigen density of approximately 140 molecules per µm3 of gel. Consistent with these calculations, results of two-tailed t-test comparisons of data for cores with increasing BCL2 peptide concentrations (Supplemental Fig. 6B) show that cores with 2.5 × 10−8 M peptide (below the calculated LOD) are not significantly different from cores lacking peptide, whereas cores with 2.5 × 10−7 M peptide and higher (above the calculated LOD) are statistically different adjacent cores. Notably, signals in cores containing the two highest peptide concentrations are statistically different, despite the fact that the subjective intensity of these cores is similar.
Alternative Targets in BSA Gels—Antibody Validation
Because not all antibody targets are encoded in short linear peptides, we asked if larger protein domains and full-length proteins could also be detected in protein matrix gels. The C-terminal 301 amino acids of the human KSR2 protein, encoding the entire protein kinase domain, was incorporated into a BSA gel and used to evaluate antibodies generated from hybridoma candidate clones. Mice immunized with the KSR2 kinase domain were used to generate a panel of hybridoma antibodies that were prescreened by enzyme-linked immunosorbent assay (ELISA) for reactivity to the antigen. Candidate antibodies with positive ELISA reactivity were then screened on control samples of BSA gels with no added protein or with KSR2 antigen (0.5 mg/ml; 6.3 × 10−6 M). Staining distinguished hybridoma clones that react specifically with the KSR2 kinase domain in the formalin-fixed, paraffin-embedded format from those that react non-specifically or not at all. Several clones with notably strong and specific staining (Ab-5, Ab-6, Ab-7, Ab-11, Ab-12, Ab-15, and Ab-23; Fig. 6) were identified as candidates for more detailed follow-up in tissues. Anti-KSR2 antibodies Ab-5, Ab-6, Ab-7, Ab-11, and Ab-12 were further tested for reactivity against KSR2 protein with or without prior antigen retrieval. For all five antibodies, antigen retrieval was absolutely required for reactivity (Supplemental Fig. 7). This contrasts with the results with BCL2 peptides, for which antigen retrieval improves signal strength approximately 6-fold, but is not absolutely required (Supplemental Fig. 4).
As a test of full-length proteins, a TMA containing 0.1 mg/ml (6.7 × 10−7 M) of rabbit, rat, and mouse full-length IgG incorporated into BSA gels was used as a technical control for IHC assays employing biotinylated donkey antirabbit, antirat, and anti-mouse secondary antibodies in detection steps. The results show the expected signal and specificity of the antirabbit, anti-mouse, and antirat secondary antibodies (Fig. 7). In this figure, incorporated rabbit IgG detected with donkey antirabbit IgG secondary antibody shows 136 units of pixel intensity. Assuming quantitative retention of the added rabbit IgG, 1 µm3 (10−15 L) of this sample contains 6.7 × 10−22 mol, or about 400 molecules of rabbit IgG.
Alternative Fixatives for Making Gels
Because some epitopes are rendered non-reactive by formalin-containing fixatives, we tested a commercially available formalin-free zinc fixative as an alternative to the 37% formaldehyde used in previous experiments. Donor blocks containing BCL2 and MYC peptides in BSA gels were fixed with either formalin or zinc-based fixatives with heating to 85C (Fig. 8). For both BCL2 and MYC peptides, the signal was approximately 10-folds stronger with formaldehyde fixation than with zinc fixation during heating. The loss of signal strength correlated with heating in the presence of zinc. Alternative procedures in which BSA—antigen mixtures were heated to 85C in the absence of fixative, followed by fixation at room temperature in a variety of fixatives (4% paraformaldehyde, NBF, zinc-containing formalin-free fixative) resulted in comparable signal to our standard protocol (Supplemental Fig. 8). This demonstrates that the technique can accommodate a variety of fixatives, potentially broadening the range of epitopes and antibodies that could be used.
Fluidigm Hyperion Analysis
In the experiments reported above, we do not know the number of chromogen or fluorochrome molecules deposited for each molecule of antibody bound, so we cannot calculate the absolute concentration of epitope detected. To avoid this limitation, we tested a more quantitative direct detection procedure using the Hyperion mass spectrometry-based imager. Sections of the BCL2 peptide TMA were stained with 146Nd-labeled anti-BCL2 antibody EPR 17509, then analyzed by UV laser ablation and quantitative mass spectrometry. The TMA sample quantified was typically an area 150 µm square by 4 µm thick, containing 9 × 104 µm3. Results show a graded signal that increases as the BCL2 peptide concentration in the target increases (Fig. 9). The EPR17509 antibody signal in cores containing no peptide or in cores containing the negative control MCL1 peptide was less than 3% of the maximum signal.
The correlation between measured ion counts and antibody concentration was determined by analyzing known amounts of 146Nd-labeled antibody spotted directly onto glass slides. The resulting calibration data (Table 2) showed a ratio of approximately 340 antibody molecules per 146Nd ion detected. By comparing the amount of BCL2 peptide formulated in each TMA core sample with the amount of 146Nd-labeled anti-BCL2 antibody measured, we determined the fraction of BCL2 peptide that was detectable in the TMA cores. Results (Table 3) show that the amount of detectable BCL2 peptide increases with increasing peptide concentration, as expected. The results also show that the proportion of added BCL2 peptide that is detectable decreases as the antigen concentration increases; 1.4% of the added peptide is detectable at 2.5 × 10−7 M, whereas ~0.14% of added peptide is detected at 2.5 × 10−4 M.
Table 2.
146Nd Ab Mass | 146Nd Ab Molecule Number | 146Nd Ion Counts From Control Spot | Ion Count Fold Change Versus 1 ng | Ab Molecule Per 146Nd Ion Count |
---|---|---|---|---|
1 ng | 4E9 | 1.57E7 | NA | 254 |
5 ng | 2E10 | 8.09E7 | 5.17 | 247 |
10 ng | 4E10 | 7.91E7 | 5.03 | 506 |
The integrated ion counts recorded for one µL volumes containing 1, 5, and 10 µg/ml of 146Nd-EPR17509 are reported here.
Table 3.
[BCL2 Peptide] (M) | Integrated Ion Counts Per ROI
(SD) |
||||||||
---|---|---|---|---|---|---|---|---|---|
10 µg/ml Ab | 5 µg/ml Ab | 1 µg/ml Ab | Mean Ion Count (SD) | Ion Count Above “None” | 146Nd Ab Detected Per ROI (mol) | Peptide Formulated Per ROI (mol) | 146Nd Ab/Peptide | p Value Group Versus “None” | |
2.5E-4 | 87,658 (418) | 36,224 (1357) | 50,639 (12,031) | 58,174 (26,532) | 56,997 | 3.20E-17 | 2.25E-14 | 0.14% | 2.26E-3 |
2.5E-5 | 44,033 (6616) | 15,836 (1015) | 38,037 (8290) | 32,635 (14,854) | 31,459 | 1.76E-17 | 2.25E-15 | 0.78% | 2.80E-3 |
2.5E-6 | 7372 (652) | 4099 (272) | 7725 (31) | 6399 (2000) | 5222 | 2.93E-18 | 2.25E-16 | 1.30% | 8.61E-4 |
2.5E-7 | 1653 (147) | 1385 (15) | 2179 (280) | 1739 (404) | 562 | 3.15E-19 | 2.25E-17 | 1.40% | 1.46E-2 |
2.5E-8 | 1478 (346) | 1021 (65) | 1432 (28) | 1310 (251) | 134 | 7.50E-20 | 2.25E-18 | 3.33% | 3.22E-1 |
None | 1067 (125) | 1130 (71) | 1333 (31) | 1177 (139) | NA | NA | NA | NA | NA |
Ion count data from TMA cores containing BCL2 peptide at the indicated concentrations are correlated with ion count data per antibody molecule (from Table 2), and with the calculated mass of BCL2 peptide in each imaged core volume. Calculations show 0.14% to 1.4% of the formulated peptide molecules detectably bind antibody. Abbreviations: ROI, regions of interest; TMA, tissue microarray.
Discussion
We explore here conditions that allow the incorporation of target epitopes in the form of short linear peptides, protein domains, or entire proteins into homogeneous protein gels of known composition. Antigen-containing gels can be created using materials and methods available in any histology laboratory, and can be embedded and sectioned to produce uniformly stained samples. We demonstrate that the method is compatible with a variety of fixatives and with detection using chromogenic, immunofluorescent, and mass spectrometry-based methods. The choice of possible antigens is limited only by the availability of the target protein or knowledge of the linear epitope sequence. The ability to create synthetic controls of known composition offers the opportunity to more precisely characterize and control routinely used IHC protocols, independent of complicating factors inherent in heterogeneous tissue samples, and subjective human interpretations.
Antigens in synthetic gels, as in fixed tissues, must be immobilized while preserving antibody access and reactivity. We determine the antigen concentration added to the synthetic gels, but the amount of detectable antigen reflects variables that are less easily assessed: the fraction of added antigen retained in sections on a slide, the chemical integrity of the incorporated antigen, and the ability of antibody to access and bind the retained epitope. Multiple experimental factors affect these variables.
Because routine histology samples are prepared by formalin fixation, we focused our efforts on samples prepared with formaldehyde crosslinking. The concentration of formaldehyde in our standard procedure (18.5% final; 6.2 M) is 5-fold higher than used routinely in histology labs. This method is compatible with both antigen retention in the gels and with preservation of immunoreactivity. Antigens that require other fixatives can be accommodated. In alternative protocols, heat-denatured BSA-antigen mixtures that were postfixed in 10% NBF, 4% PFA, or zinc salts showed signal approximately comparable to that seen with our standard protocol. Other crosslinking strategies with highly selective chemistry, for instance, azide-alkyne addition, could be explored, and appropriate crosslinking chemistries could be applied to carbohydrate, lipid, or other chemical epitopes.
The majority of epitopes reactive in FFPE tissue sections are thought to be contained in relatively short peptide sequences22,24,26,31–33 amenable to the procedures we describe here. If unknown, linear epitopes can be identified by a variety of relatively high-throughput strategies.34–36 Synthetic peptides of any desired sequence and many recombinant proteins are available from commercial sources at relatively modest cost. We demonstrate here proof of concept detection of linear peptide epitopes from BCL2 and MYC using antibodies specific to each protein. We further demonstrate detection of full-length IgG and a 301-amino acid kinase domain from human KSR2.
The target epitope concentrations formulated and tested here span four orders of magnitude, from 2.5 × 10−8 M to 2.5 × 10−4 M, extending to the upper end of the range of protein concentrations found in tissue. At the high end of this range, average intermolecular distance is less than 20 nM, approaching the distance between the two arms of a full-length IgG molecule (~14 nM). Only very abundant proteins reach this density. For example, the cytoplasmic motor protein actin is present in skeletal muscle at 17 µg/mg tissue wet weight,37 equivalent to approximately 4 × 10−4 M. The transmembrane receptor HER2 is present in some breast tumor tissue with IHC 3+ signal at concentrations of ≥2000 amol (2 × 10−15 mol)/µg protein.38 Assuming a tissue protein concentration of 15% (w/v), this equates to 3 × 10−7 M HER2 averaged over the entire volume of the sample. The local concentration of HER2 protein in the outer cell membrane, a volume several hundred-fold less than the whole cell, will be correspondingly higher, in the range of 10−5 M to 10−4 M.
The protein concentration used in this procedure is in the range (7–25%) found in many tissues,39 and so reproduces some mechanical and biochemical tissue properties. However, these simplified synthetic gels do not reproduce the spatial relationships between proteins in tissues that may influence epitope reactivity with formaldehyde. The gels eliminate other challenges found in real tissue including proteins with cross-reactive epitopes, glycoproteins or other components that may limit antibody penetration, or molecules such as biotin that contribute to non-specific binding. Despite this, we demonstrate that antigens in the gels do reproduce some characteristics of epitopes found in native tissue environments, including sensitivity to antigen retrieval. For example, KSR2 kinase domain was detectable only with prior antigen retrieval, consistent with the behavior of many epitopes in FFPE tissue.
At 12.5% w/v (1.8 mM), BSA is in 7-fold molar excess relative to the highest concentration of peptide incorporated into the gels. The amino acids reported to be most highly reactive with formaldehyde (K, R, Y)40 comprise 18% of the BSA sequence and are present in more than 750-fold excess relative to the highest concentration of epitope used in these experiments. The molar content of K, R, and Y in BSA is higher than in egg white and gelatin. In particular, BSA contains 80% more lysine than chicken egg white proteins,41 and three times as much lysine as gelatin,42 facilitating the crosslinking by formalin of added peptide or protein antigens. Although the fraction of these side chains that are in conformations favoring formaldehyde crosslinking is unknown, heat denaturation of protein during preparation of the gels exposes amino acids that normally would be buried in the native structure.
To facilitate peptide crosslinking to BSA protein, we included tyrosine and cysteine at the N- and C-termini, respectively, as both are reported to react efficiently with formaldehyde or formaldehyde-modified amino side chains.27,28,40,43 Alternative terminal amino acids had a measurable impact on the detection of the target epitopes. Substitution of the N-terminal tyrosine by arginine improved detection, as revealed by a smaller ACHM value, of the BCL2 epitope by approximately 6-fold (Fig. 4). In contrast, a peptide with arginine at both N- and C-termini had a 7-fold lower signal (ACHM) relative to a peptide with arginine at the N-terminus only. Similarly, a peptide with tyrosine at both N-and C-termini showed 2-fold weaker signal than the peptide with tyrosine only at the N-terminus. These latter results are consistent with the report that cysteine was the most formaldehyde-reactive of 20 amino acids tested in the C-terminal position of a short peptide.28
Although precise characterization of the chemical bonding in our samples is outside the scope of this work, there are many possibilities. Monomeric peptides could bind by either end to lysine or other side chains of BSA. In addition, peptide monomers could form linear or branched multimers which could then crosslink to BSA. Non-productive reactions might also occur, either by intrapeptide side chain reactions (e.g., forming circular molecules that are not efficiently crosslinked to BSA) or by formaldehyde modification of amino acids that are critical for antibody binding to the epitope. Peptides of different sequences may have an altered balance between these paths with consequences for peptide retention, antibody accessibility, and reactivity.
The robust detectability of epitopes containing multiple formalin-reactive amino acids was not unexpected. We note that the BCL2 epitope (amino acids 41–54) has only one amino acid reported to react with formaldehyde: Q52.27,40 In contrast, the MYC epitope recognized by clone Y69 (amino acids 9–24) contains eight potentially reactive amino acids: N9, R10, N11, Y12, Y16, Q20, Y22, and Y24. As reported for residues in peptides from insulin40 and other sequences,28 potentially reactive side chains are variably modified by formaldehyde. In fact, the ACHM observed for Y69 binding to the MYC epitope was approximately 4-fold lower than for clone 124 binding to the BCL2 epitope, reflecting greater sensitivity of the MYC staining protocol despite the higher content of formalin-reactive amino acids in the target epitope. Consistent with this result, other epitopes containing formaldehyde-reactive amino acids, for instance, FKEL in Ki-6744 and others,31 are robustly detectable in formalin-fixed tissue.
Our work extends previous efforts to identify practical “artificial tissue” controls.12 Broadly, these efforts took two approaches. The first created glutaraldehyde-fixed gels into which target antigens, typically intact proteins (e.g., IgA, IgG, IgE), were allowed to diffuse for days or weeks.12,15,16 This required antigen in excess of the amount incorporated in the final sample and may have been challenging to control precisely. The second approach, most similar to the method we describe here, solidified a solution of carrier protein and antigen with a variety of fixatives.13,14,19 Different from these reports, we used heat-denatured BSA as the preferred gel matrix, we showed the method works well with short peptide antigens, and we designed peptides to favor chemical crosslinking by formaldehyde. Heat-denaturation of the carrier protein may favor antigen crosslinking by exposing chemically reactive but otherwise inaccessible carrier protein side chains. BSA is a particularly suitable substrate because it is readily available, inexpensive, and enriched in the amino acids most reactive with formaldehyde. The suitability of peptides as IHC controls has been studied in detail in Steven Bogen’s laboratory, with the identification and immobilization of peptides recognized by clinically relevant antibodies to ER, PR, HER2, and others.9–11,22–24,26,31 These and other authors34–36 demonstrated the utility of short linear peptides coupled to solid supports as surrogates for full-length proteins in many antibody-mediated detection systems. Based on studies documenting the relative reactivity of peptide amino acid side chains with formaldehyde, and parameters including steric accessibility that affect formaldehyde reactivity,27,28,40,43 we included amino acids and spacer sequences at both the N- and C-termini intended to favor formaldehyde-mediated crosslinking. Although our focus has been on formaldehyde-fixed samples, pilot studies with non-crosslinking fixatives show that other conditions can produce useful peptide and protein antigen synthetic controls. There are certainly many opportunities to further optimize the approaches we describe.
Applications for this technique are both qualitative and quantitative. Qualitatively, the technique allows ELISA-positive antibody candidates to be efficiently tested against the target epitope incorporated into formaldehyde-fixed protein gels (see Fig. 6). The subset of antibodies reactive in that format can be selected for further study in FFPE tissue. Similarly, the IgG secondary antibody controls illustrated in Fig. 7 are routinely included during antibody selection work in TMAs containing target antigen, tissue, or cell pellet cores. In the event that a candidate antibody does not stain the test samples, detectable signal in the core containing the appropriate IgG confirms that the reagents were dispensed correctly and that the secondary antibody and detection chemistry performed as expected. The controls confirm that the assay was technically satisfactory and that an antibody is, in fact, unreactive with the target antigen.
The most compelling application of these controls may be in the quantitative, objective evaluation, optimization, and calibration of IHC protocols intended for research and diagnostic uses. We demonstrate that quantitative parameters relevant to IHC assay performance in tissues—nonspecific background, LOD, dynamic range, ACHM, and Hill Slope—can be assessed with objectively definable precision in any laboratory with access to a digital slide scanner and basic image analysis capabilities. We demonstrate that these parameters can vary with different experimental conditions when using one antigen-antibody pair, with different antibodies detecting the same antigen and with different antibody/antigen pairs. For instance, measured ACHM values differed by more than 50-fold in the three BCL2 assays shown in Fig. 2. In a series of 10 replicate experiments with the clone 124 BCL2 assay, the calculated data parameters for log(ACHM) and HillSlope have coefficients of variation of less than 10%, but even higher precision may be possible. Our experiments used serial 10-fold dilutions of antigens across a physiological range (2.5 × 10−8 to 2.5 × 10−4 M), but the precision of ACHM and slope quantification could potentially be improved by including more samples between 10% and 90% of the dynamic range of the assay. We expect that by studying the correlation between protocol variables and the measured assay parameters, investigators will be able to adjust experimental conditions to meet the diagnostic needs of the assay. Because assay performance can be assessed more objectively and precisely than is possible by subjective human evaluation of tissues or cell pellets, the performance of assays can be tailored more precisely to the clinical need, and more rigorously controlled.
Hardware- and software-specific differences in digital slide scanners may result in different measured image intensities for samples with identical absorbances. Correlation of assays at different sites using different scanning hardware would require machine-specific intensity data to be normalized to a universal scale. For simplicity, we have not transformed the raw intensity values reported here to a universal scale, but a standard curve can be determined by imaging neutral density filters with a range of known optical densities.
Although the concentration of antigen added to the gels is known, the amount of antigen that is retained and available for antibody binding is less than the amount added. Three lines of evidence support this conclusion. First, anecdotal evidence indicates that epitope retention in the synthetic matrix is imperfect. In some experiments, DAB signal streaking is seen around gel sections containing high concentrations of peptide epitope. Gel sections with larger areas and higher concentrations of antigen show this effect most clearly. Adjacent sections of negative control gel on the same slide can become artifactually stained, apparently by free peptide that secondarily binds to the negative control BSA gel matrix. This may reflect either incomplete chemical crosslinking during gel formulation or reversal of effective crosslinking by antigen retrieval steps during the staining process. However, donor block samples show uniform staining across the diameter of the samples, with no evidence of diffusion of peptide from the edges of the block (see Supplemental Fig. 2), suggesting that peptide loss from the gel samples during staining is an insignificant fraction of the total. We note that the zinc-containing fixative, which does not form covalent intermolecular bonds, appears to perform as well as formaldehyde-containing fixatives in some conditions (see Supplemental Fig. 8). Second, as discussed before, amino acids at the N- and C-termini of the peptide antigens measurably affect signal intensity for a single peptide sequence (Fig. 4). Lastly, imaging mass spectrometry using direct detection of metal-labeled primary antibodies indicates only a fraction of added peptide is detectable. The lower limit of detectable BCL2 peptide in the Fluidigm assay (2.5 × 10−7 M peptide) corresponds to 150 molecules of antigen per µm3 of gel. However, only 0.14% to 1.4% of this amount of 146Nd -labeled antibody was detectable in the same volume of gel (Table 2). It remains to be determined to what extent the undetected epitope is due to incomplete retention of peptide in the matrix, incomplete epitope accessibility to the antibody, or chemical modification of the epitope by formaldehyde.
Synthetic controls with a range of antigen concentrations allow IHC staining protocols to be optimized, quantified, and controlled over time using a reproducible standard. The concept described here allows quality control of an IHC assay at a level intermediate between the two extremes of assessing the interaction between purified antibodies and antigens under controlled in vitro conditions and assessing antibody reactivity in tissue samples by empirical optimization. We emphasize that our approach does not obviate the need to understand and control tissue-specific preanalytic variable (e.g., warm and cold ischemia time, fixation conditions) that affect antigen detection in clinical samples. Because these control samples cannot predict precisely how native epitopes will react in tissue sections, we propose that they be used thoughtfully, in the context of other information, to optimize and standardize IHC protocols.
We foresee application of this method to ongoing quantitative immunohistochemical analyses. A synthetic antigen gel sample is homogeneous, has a uniform thickness, and contains a known number of epitope molecules, allowing correlation of signal intensity to antigen concentration. An on-slide TMA section including a useful range of epitope concentrations can easily fit adjacent to a diagnostic tissue section, permitting assay technical adequacy, or quantitative image analysis to be assessed on any slide. Because the components and procedures used in this method are completely defined, reagents created in different laboratories should, in principle, be functionally similar. We hope this approach will allow investigators to compare and calibrate protocols used in different laboratories, to communicate more clearly when describing qualitative staining endpoints, and ultimately, to more precisely control IHC assays used both in research and patient care decision making.
Acknowledgments
The authors thank Jeffrey Tom and Aimin Song for peptide synthesis advice and support, Genentech Protein Engineering for KSR2 domain expression and purification. The authors would also like to thank Joyce Lai and Scott Stawicki who work in Antibody Engineering, and Avinash Venkatanarayan for anti-KSR2 antibody generation; Margaret Solon for dual BCL2/MYC IF assay design; Shari Lau for experimental assistance; Wendy Lam and Rommel Arceo for TMA (tissue microarray) construction; Carmina Espiritu for histology support; Joanna Yung and Melissa Gonzalez Edick for digital scanning support; and Thinh Pham and Deb Dunlap for inspiration.
Supplemental Material
Supplemental Table 1.
Log(ACHM) | ACHM | HillSlope | |
---|---|---|---|
Fig. 2A | −5.483 | 3.29E-6 | 1.17 |
Fig. 3A(1) | −5.604 | 2.49E-6 | 1.20 |
Fig. 3A(2) | −5.681 | 2.08E-6 | 1.27 |
Fig. 3A(3) | −5.709 | 1.95E-6 | 1.20 |
Fig. 3A(4) | −5.667 | 2.15E-6 | 1.23 |
Fig. 3A(5) | −5.625 | 2.37E-6 | 1.26 |
Fig. 3A(6) | −5.624 | 2.38E-6 | 1.25 |
Fig. 4A | −5.569 | 2.70E-6 | 1.15 |
Fig. 5B | −5.447 | 3.57E-6 | 1.30 |
Supplemental Fig. 4 | −5.344 | 4.53E-6 | 1.40 |
Mean | −5.575 | 2.75E-6 | 1.24 |
SD | 0.116 | 8.11E-7 | 0.071 |
Coefficient of variation | 2.1% | 29% | 5.8% |
The table summarizes the relevant parameters for the indicated experiments. TMAs shown in Figs. 2A, 4A(I), and 5B were made using BCL2 peptide lot 1. TMAs for the remaining experiments were made using BCL2 peptide lot 2. Abbreviations: IHC, immunohistochemistry; ACHM, antigen concentration at half-maximum signal; TMA, tissue microarray.
Footnotes
Competing Interests: The author(s) declared the following potential conflicts of interest with respect to the research, authorship, and/or publication of this article: The authors are employees of Genentech, Inc. and Roche stockholders.
Author Contributions: KJH performed the immunohistochemistry experiments, analyzed data, composed images, and wrote the manuscript, CAH created donor blocks and performed experiments on gel composition, HVN quantified scanned images, SR and SDL supported Fluidigm Hyperion experiments and analysis, LKR advised and supported many stages of the project, FVP analyzed data, composed figures, and wrote the manuscript.
Funding: The author(s) received no financial support for the research, authorship, and/or publication of this article.
Contributor Information
Kathy J. Hötzel, Department of Research Pathology, Genentech, Inc., South San Francisco, California
Charles A. Havnar, Department of Research Pathology, Genentech, Inc., South San Francisco, California
Hai V. Ngu, Department of Research Pathology, Genentech, Inc., South San Francisco, California
Sandra Rost, Department of Research Pathology, Genentech, Inc., South San Francisco, California.
Scot D. Liu, Department of Research Pathology, Genentech, Inc., South San Francisco, California
Linda K. Rangell, Department of Research Pathology, Genentech, Inc., South San Francisco, California
Franklin V. Peale, Department of Research Pathology, Genentech, Inc., South San Francisco, California.
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