Introduction
Assessments of whether an individual possesses protective immunity to a specific pathogen after natural infection, or following vaccination, are crucial surrogates (“biomarkers”) for predicting clinical protection against exposure or re-exposure to that pathogen [
1]. Additionally, the detection of self-reactive antibodies plays a critical role in the diagnosis of autoimmune diseases [
2] or allergies [
3]. Antibodies also contribute to organ transplant rejection [
4] and anti-tumor immunity [
5]. In each of these instances, routine clinical diagnostic assessments are commonly made solely based on the presence of measurable serum antibody reactivity. However, here we argue that to acquire a more comprehensive assessment of an individual´s humoral immune status, it is mandatory to measure antigen-specific memory B cells themselves. This is because serum antibody measurements reflect only one transient arm of the humoral defense (the “first wall”, as defined below), and frequently provide either incomplete, or even false-negative information on the other, i.e. the antigen-specific memory B cell compartment (the “second wall”), that in large part has gone unstudied so far.
There are multiple reasons why memory B cell assays are currently excluded from standard immune diagnostics, the most likely of which is that the quantification of antibody titers, quite straightforward to measure, has been assumed to accurately reflect on the antigen-specific memory B cell compartment as well. This rendered it apparently unnecessary to pursue complicated and expensive functional cellular assays, also perceived as challenging to standardize, which are needed to directly examine the antigen-specific memory B cells themselves. However, recently it has become more apparent that terminally differentiated antibody-secreting plasma cells and long-lived memory B cells, which retain the capacity to rapidly respond to a future pathogen challenge, do not arise in a fixed ratio to each other [
6], and consequently that serum antibody levels and memory B cell frequencies are frequently discordant [
7]. Therefore, assessing only the serum antibodies originating from plasma cells cannot provide a full picture of an individual’s humoral immune competence. Clarity in the analysis of B cell lineage differentiation pathways has resulted in the acceptance of an alternative paradigm (reviewed in [
8]), and which will be discussed in the following.
Memory Cell or Plasma Cell Development? – B Cell Fate Decisions
Traditionally, antigen-specific B cell responses lead to formation of germinal centers (GCs) within the spleen and/or draining lymph node(s) (LN). It is now widely accepted that the generation of long-lived memory B cells and plasma cells in GCs is controlled by the affinity of the individual differentiating GC B cell´s antigen receptor (
Figure 1 and [
9,
10]). As B cells proliferate and their antigen receptors undergo somatic hypermutation (SHM) within the GC, progeny arise bearing receptors with different affinities for the eliciting antigen (called the homotypic antigen). Because the acquisition of SHMs is largely random, some of the mutated B cell receptors (BCR) will, by chance, have acquired an increased affinity for the same homotypic antigen, but most will not. (The significance of the latter is, however, that they may have increased affinity for related heterotypic antigenic variants, see below). Differentiating GC B cells endowed with an increased affinity for the antigen will preferentially receive stimulatory cues (provided by follicular helper T cells) instructing them to undergo additional rounds of proliferation with accompanying SHM of their BCR. Following multiple waves of successive positive selection, the GC B cells which have attained the highest affinity for the homotypic antigen will differentiate into plasma cells capable of secreting large quantities of affinity-matured antibody. In contrast, GC B cells that underwent positive selection but which still express lower affinity BCR for the homotypic antigen will exit the GC and enter into the long-lived memory B cell compartment. Thus, plasma cells and memory B cells differentiate along different pathways controlled by BCR affinity-based selection for the homotypic antigen. Consequently, neither the frequency nor the affinity distribution of the resulting plasma and memory B cell repertoires are mirror images of each other, and neither are the fates and lifespans of these two cell types [
6,
11]. Hence the abundance of specific antibody in serum (and other bodily fluids) and the frequency of antigen-specific memory B cells are not inherently linked [
7]. Therefore, while both memory B cells and plasma cells originate from the same progenitor B cell pool, they possess fundamentally different roles for mediating humoral immune defense [
8].
Circulating Antibodies Represent a First Wall of Humoral Defense, Memory B Cells the Second
The plasma cells that arise during an immune response can be long-lived and are capable of secreting large quantities of specific antibody for many years (potentially decades) [
11,
12]. However, plasma cells must take up residence in specialized environmental niches, such as within the bone marrow, to achieve this extended survival [
13]. Recent data suggest that plasma cell lifespans are heterogeneous and fall on a continuum, with only a small fraction surviving for >60 days [
14]. The antibody-secreting cell turnover is set, therefore, by intrinsic lifespan limits, with steady-state population dynamics governed by niche vacancy rather than merely by displacement. This dynamic affects the serum antibody titer measured at any particular time. This is because secreted antibody molecules have short half-lives
in vivo and subsequently the maintenance of serum antibody titers requires constant replenishment by plasma cells. The half-lives of IgG1, IgG2 and IgG4 in humans are 21-28 days, whereas for IgG3 it is only a week [
15]. The half-lives of IgA and IgM is shorter at only 3-7 days [
16,
17] and IgE exhibits the shortest half-life of 2-3 days [
18].
The specific serum antibodies produced following an initial (“primary”) immune response aim not only at eliminating the antigen, but also later on to prevent the re-entry and dissemination of the same (homotypic) antigen. Such pre-formed antibodies serve as an immediately deployable “first wall” of humoral immune defense. If such antibody titers decline, however, they fail to confer protection from (re-) infection. Crucially, even when protective antibody levels are maintained against the homotypic pathogen strain, the evolution of variants under pressure to evade neutralizing activity can still cause breakthrough infection(s) with heterotypic variants, as seen for example with circulating seasonal influenza isolates, or in the recent COVID-19 pandemic. Under these circumstances, maintaining or even increasing antibody titers by booster vaccinations against the homotype is not necessarily effective at increasing protection against heterotypic variants. However, when encountering the heterotype, the immune response will not necessarily have to “start from scratch” in generating an effective antibody response, but this is where the antigen-experienced and somatically mutated memory B cell repertoire acquires its critical importance. Inevitably, there will be BCRs present within the memory B cell pool elicited by the homotypic antigen that were not selected for continued affinity maturation and terminal differentiation into plasma cells, yet, at least a fraction of these BCR will have an adequate, if not increased, affinity for a heterotypic variant. Importantly, such heterotype-specific memory B cells are present at much higher frequencies than would otherwise exist in a naive B cell pool, and further, many of such memory B cells would already have undergone Ig class-switch recombination (CSR). Hence, such heterotype-specific memory B cells are poised for reengagement into a secondary-type antibody response even at the first encounter with the heterotypic variant, enabling the development of more rapid and robust humoral immunity. The heterotype-specific memory B cells can either rapidly differentiate into antibody-secreting cells (ASC) following an antigen-stimulated proliferative burst, or they can (re-)enter into GCs in order to acquire additional somatic mutations that serve to improve their BCR affinity for the new variant antigen. In this way, memory B cells provide the “second wall” of humoral host defense.
From the above considerations, it is clear that assessing antigen-specific serum antibodies provides only a snapshot of the current status of humoral immunity and says little about actual B cell memory and nothing at all about the ability of an individual to respond to renewed challenges by the same, or a variant pathogen. In contrast, assessing the capacities of memory B cells to recognize target antigens provides valuable information on the B cell system’s potential to engage in defense reactions in the future.
Accumulating Evidence Suggests That Serum Antibody Titers and Frequencies of Peripheral Memory B Cells Yield Different Information About Humoral Immunity
We performed an extensive study comparing anti-SARS-CoV-2, EBV and influenza antibody titers with memory B cells specific for the same antigens [
7]. We believe this study to be the first of its kind, made possible by the recent development of the ImmunoSpot® technique that enabled robust and reproducible identification and quantification of the relevant memory B cells. Many individuals with verified SARS-CoV-2 infections had essentially undetectable serum antibody reactivity, but nonetheless some possessed highly increased frequencies of antigen-specific memory B cells. We have also observed this phenomenon in the case of the persistent herpesvirus human cytomegalovirus (HCMV) [
19], with memory B cells (and T cells) detectable in the absence (or near-absence) of specific serum antibody reactivity. Thus, compared with antibody titers, assessment of memory B cells may be more accurate for assessing prior antigen exposure, i.e., individuals who are essentially seronegative for a certain antigen may often possess antigen-specific memory B cells, sometimes even at high frequencies (
e.g. see
Figure 2, and [
7]). The potential clinical relevance of these studies should not be overlooked. The disparity between seronegativity for HCMV despite clear evidence for HCMV antigen-specific memory B (and T) cells in donors sourced from FDA-approved blood banks [
19] suggests that routine serological testing of blood donors for HCMV, a potentially dangerous pathogen in immunosuppressed individuals, may not identify all infected donors.
Of the antigens that we tested in this regard, SARS-CoV-2 proteins were particularly informative because SARS-CoV-2 Spike (S) and Nucleocapsid (N) antigens were neoantigens before the emergence and spread of this virus, and memory B cells specific for SARS-CoV-2 S an N antigens were not detected in PBMC cryopreserved before the COVID-19 pandemic using ImmunoSpot® [
7]. However, for PBMC collected during the pandemic, the presence of specific memory B cells aligned with PCR-confirmed SARS-CoV-2 infection (much more reliably than did seropositivity). Furthermore, SARS-CoV-2 N antigen-specific memory B cells (a surrogate for prior SARS-CoV-2 infection) were detected in many PBMC samples collected in the post-COVID era and served to support wide spread of the SARS-CoV-2 virus, whereas the absence of N-antigen specific serum antibodies frequently yielded a false-negative test (Kirchenbaum et al., manuscript in preparation).
Development of Next Generation B Cell ImmunoSpot® Assays for Essentially Any Antigen by Means of Affinity Coating
While there are compelling reasons for monitoring antigen-specific memory B cells, and while this goal (in principle at least) can be readily accomplished by ImmunoSpot®, one might ask why immune monitoring rarely involves memory B cell detection. The simplest reason is that the classic protocol involving direct coating of the membrane (
Figure 3A) fails for most antigens. Having tested many antigens we found that direct antigen coating to the assay membrane was either insufficient for detecting antigen-specific ASC, or at best resulted in faint, barely detectable secretory footprints (“spots”) even when prohibitively high (and costly) antigen concentrations were used. To overcome this obstacle, and to facilitate a universal approach for achieving high density antigen coating, we pioneered the technique of “affinity capture coating”: the membrane is first coated with an anti-affinity (His- or other) tag antibody, and then recombinant (His- or other) affinity-tagged antigen is added [
20]. Thus, the first-generation approach that relied on weak, non-specific binding (primarily via hydrophobicity) of the antigen to the assay membrane can be replaced with specific, high-affinity binding that facilitates reliable and high-density antigen coating at greatly reduced antigen coating concentrations. As a result, ImmunoSpot® assays can be developed for essentially any tagged antigen, as illustrated in
Figure 3B. Furthermore, leveraging this innovation, variants of B cell ImmunoSpot® can be developed to assess additional aspects of B cell memory and ASC functional properties. These approaches are described in the following sections.
Detecting and Characterizing Memory B Cells by ImmunoSpot® vs. Flow Cytometry
An established method for detecting antigen-specific B cells relies on labeling the cells with fluorescence-tagged antigen in order to quantify them by flow cytometry (FCM). A strength of this method is that it allows the antigen-specific B cells to be phenotyped for other surface markers at the same time, thus enabling the identification of antigen-binding B cell subsets and/or isolation for downstream applications (
e.g. repertoire sequencing). However, FCM also has numerous disadvantages compared to ImmunoSpot®, most notably the greater sensitivity of the latter: ImmunoSpot® allows the identification of a single ASC in PBMC, easily down to 1 in 10
5, and lower (Lehmann et al. under review), which cannot be detected in bulk populations by FCM. Another advantage of ImmunoSpot® over FCM is that substantially lower numbers of PBMC are required for ImmunoSpot®-based identification of antigen-specific B cells [
21]: with less than 5 million cryopreserved PBMC per antigen, the frequency of the antigen-specific B cells secreting all 4 Ig classes and IgG subclasses can be determined, plus the frequencies of antigen-specific B cells amongst all ASC producing these antibody subtypes. Moreover, from a practical point of view, the level of technical skill required for accurate multiparametric FCM is far greater than what is necessary for carrying out even 4-color B cell ImmunoSpot® tests [
21]. The existing protocols enable GLP-compliant high-throughput measurements allowing the convenient identification of the Ig class/subclass of antibody produced by the antigen-specific ASC (Lehmann et al. under review). FCM, in contrast, does not reliably reveal the Ig class/subclass that will be produced by individual B cells because surface BCR expression can be highly variable and this is an underappreciated complexity of probe staining [
22]. Moreover, in the case of IgG-secreting B cells, they express little if any surface BCR and this undermines assessment of their antigen specificity and subclass usage using traditional surface staining approaches [
23,
24,
25]. Consequently, fixation and intracellular staining is required to define their IgG subclass usage, a procedure that results in substantial cell loss in the sample. Finally, the B cell ImmunoSpot® assay is suitable for high-throughput investigation, with the additional advantage that even multi-color ImmunoSpot® analysis can be fully automated.
Identification of Ig Class/Subclass Production by Antigen-Specific Memory B Cells
Each of the different Ig classes and subclasses has distinct effector functions making unique contributions to host defense [
26]. ImmunoSpot® assays permit to define the frequency of antigen-specific B cells expressing these classes/subclasses at single cell resolution, and hence their ratios relative to each other within the antigen-specific repertoire. On initial activation, IgM
+ naive B cells differentiate into effector cells (plasma cells) that have undergone CSR, and into memory B cells [
6,
8]. CSR is irreversible and involves excising the exons of the Igμ heavy chain gene necessary for IgM expression. This is followed by rearrangement of the upstream variable region genes (VDJ, that are responsible for defining the BCR or secreted antibodies’ antigen specificity), with downstream exons specifying the different Ig classes or IgG subclasses [
27]. CSR is determined by several factors, primarily the type of “help” provided by CD4
+ T cells. Optimal Ig class employment on infection or after vaccination is crucial for adequate host defense in the absence of significant immunopathology (reviewed in [
28]). Upon subsequent rechallenge with the homo- (or hetero-) typic antigen, memory B cells predominately differentiate into plasma cells producing the same Ig class/subclass expressed by the parental memory B cell. Because of this, ImmunoSpot® assays permit to predict the nature of the antibodies that will be secreted on future antigenic rechallenge. Knowledge of the full spectrum of Ig classes/subclasses that the pool of antigen-specific memory B will produce after the next antigen reencounter is thus of paramount importance for forecasting the success of future humoral immunity to that antigen.
Determining the frequency of antigen-specific B cells can be accomplished by counting the secretory footprints as specific spot-forming units (SFU). These can be expressed simply as SFU per cells plated per well, or, more informatively as the frequency of antigen-specific B cells producing a particular Ig class or subclass within the totality of all B cells secreting that Ig class/subclass. In any event, care must be exerted to avoid crowding of SFU, as well as an ELISA effect, both of which may result in underestimation of the antigen-specific ASC frequency [
7]. We have systematically evaluated these variables, concluding that a range of cell numbers plated per well can be established where SFU numbers are directly proportional to the number of cells plated [
21]. Outside of this range, which varies according to the type of assay and morphology of the SFU arising, the relationship may break down at around 100-200 SFU per well. This can represent a significant hurdle when accurately estimating frequencies of antigen-specific memory B cells, particularly in view of our earlier data showing enormous inter-individual variation in the frequencies of these cells which may even span orders of magnitude for the same antigen [
7]. Furthermore, considerable intra-individual variation is also present, with the frequency of antigen-specific memory B cell populations for different antigens having a similarly broad distribution (Becza et al, manuscript in preparation). Adding yet more complexity, even the number of B cells producing a certain Ig class or subclass, regardless of antigen specificity, also exhibits a high degree of inter-individual variation. A solution to this problem is to plate serial dilutions of cells to identify the linear range of SFU counts and to estimate frequencies only within this range [
7] (and Becza et al, manuscript in preparation). To render this approach feasible for use in high-throughput workflows, software for automatically calculating frequencies from this type of serial dilution experiment has been developed [
29].
Quantifying the Affinity Distribution of the Antigen-Specific Memory B Cell Pool
As noted, to reiterate: SHM of the BCR results in the generation of a diverse memory B cell pool from cells that had previously responded to antigen in the GC [
30]. This pool of memory B cells possesses a range of BCR affinities for the reencountered antigen, whether homo- or heterotypic, and may include those with a higher affinity for the heterotype [
31].
The equilibrium dissociation constant (KD) between the antibody and its cognate antigen is referred to as the affinity of the antibody and defines the amount of soluble antibody required to attain 50% of the maximal antigen binding capacity. Because the forces mediating antibody binding to antigen are noncovalent, the attachment is reversible, resulting in a constant “on-off” flickering of the paratope-epitope association following a second order biochemical reaction. The affinity of antibodies elicited over the course of an immune response can range from low (e.g., KD <10-5 M) to high (e.g., KD >10-10). Thus, a difference of >105-fold in the amount of antibody required to achieve the same degree of epitope coverage would be required for Ig produced by a low relative to a high affinity B cell to mediate the same effector function(s). Hence, “specific” antigen binding will be measurable for a plethora of antibodies present in serum provided they are at a sufficiently high concentration, but a 105-fold more antibody molecules of a low-affinity antibody relative to a high-affinity antibody would be required to achieve the same level of biological activity. It is therefore crucial to establish the distribution of antibody affinities in the antigen-specific memory B cell repertoire for any given antigen, rather than simply enumerating the frequency of such antigen-specific ASC, because this is what determines their actual contribution to protective immunity. As classical methods for antibody affinity measurements require generation of monoclonal antibodies and their evaluation individually, this process is impractical for high-throughput immune monitoring of multiple antigen-specific memory B cell repertoires in sizeable human cohorts.
In marked contrast, affinity distribution data on the antigen-specific B cell repertoire are easily obtainable using ImmunoSpot® approaches [
32]. Briefly, as an example, if the affinity distribution of antibodies from IgG1-producing memory B cells is to be established, the first step is to determine the frequency of antigen-specific IgG1
+ ASC using the single well serial dilution method [
21]. Additionally, to calculate the frequency of antigen-specific IgG1
+ ASC amongst all IgG1
+ ASC, it is necessary to measure all IgG1+ ASC irrespective of their specificity in a pan Ig test (
Figure 3C). The second step is to perform an “inverted assay” using a replicate vial of cryopreserve cell material whereby the plate is coated with an anti-IgG1 capture reagent and the pre-determined input for the test cell population is added (
Figure 3D). The number of cells to be added to yield secretory footprints at the upper threshold of the linear range would be determined in the preceding experiment using a serial dilution approach and a “saturating” concentration of detection probe. This optimal cell input can be referred to as “the Goldilocks number” and aims to achieve around 50 SFU per well. Because every SFU originates from a single B cell, at 50 SFU per well, the secretory footprints of 50 antibody-secreting B cells are directly assessed, and this number can be increased proportionally by seeding cell material into additional replicate wells: examining ~600 secretory footprints (in 12 replicate wells) at each concentration of the antigen probe provides a substantial representative sample size for the antigen-specific B cell repertoire in each individual at the timpoint of sample collection. This technique necessitates adding the antigen probe in titrated concentrations. Secretory footprints of all the antigen-specific B cells in the population, both high and low affinity, are detected at the highest (“saturating”) antigen probe concentration. With ever-decreasing concentrations of antigen, B cells secreting ever-higher affinity antibodies remain detectable. The affinity range of the B cell repertoire is assessed by plotting SFU lost at each decreasing antigen concentration, which reveals the percentage of antigen-specific ASC with affinities less than than the minimal threshold.
Following these protocols thus facilitates an assessment of the affinity distribution with an antigen-specific ASC repertoire. Moreover, B cell ImmunoSpot® assays can illuminate affinity distributions by at least two additional approaches [
32]. First, by determining the morphology of the SFU assays detected when antigen is directly coated on the membrane, as described in
Figure 3A and 3B. Secretory footprints originating from ASC producing higher affinity antibodies appear as smaller, sharper and more dense spots, whereas ASC producing lower affinity antibodies yield secretory footprints that are larger, fainter and more diffuse. Scatter plots depicting the size and density of the spots can be processed to extract such information. Second, coating the membrane with progressively lower (sub-optimal) concentrations of antigen and studying alterations in SFU counts and their morphology, respectively, also allows the affinity distribution of the B cell repertoire to be evaluated.
Cross-Reactivity of Memory B Cells at the Single Cell Level
As indicated above, memory B cells act as a “second wall” of defense against heterotypic antigens, particularly those derived from viruses which have evolved variants no longer recognized by the neutralizing antibodies that were previously generated against the original homotypic strain. As B cell differentiation into plasma- vs. memory cells is affinity-driven, low affinity heterotype-specific memory B cells can be induced in the absence of heterotype-specific antibodies (plasma cells). Therefore, assessing only the presence of serum antibodies provides no data from which one could predict the existence of heterotype-reactive B cell memory that can contributed to enhanced protection, whereas investigations of memory B cells are highly informative in this regard.
Memory B cell cross-reactivity can be investigated by ImmunoSpot® using two distinct testing strategies. One strategy, which is applicable when a panel of heterotype(s) has been defined in advance, involves serial dilution of the test sample in ImmunoSpot assays (direct antigen coating or inverted, see
Figure 3) performed in parallel. In this way, the homotypic and heterotypic ASC frequencies can be directly compared to provide an assessment of existing cross-reactivity; albeit with low resolution. The second strategy offers a higher resolution assessment of cross-reactivity, but importantly first require that the number of input cells per well necessary to achieve the “Goldilocks” SFU count for the homotypic antigen (about 50 SFU per well, see above) is already known. In the simpler version, a single-color inverted B cell assay (
Figure 3D) is performed using the Goldilocks cell input number. Seeding replicate wells at the predetermined Goldilocks cell input (e.g. 12 wells, yielding ~600 individual homotypic antigen-specific SFU), the cumulative number of SFU revealed using the homotypic antigen probe can be directly compared with the number of SFU detected using the heterotypic antigen(s). Furthermore, titrating the concentrations of the homo- and heterotypic antigen probes enables assessment of the affinity distribution of the heterotype-specific B cell repertoire compared to that reactive with the homotype.
Lastly, and building on the “Goldilocks” cell input tactic, a more elegant approach involves assessing B cell cross-reactivity through competitive co-labeling of secretory footprints using both homotypic and heterotypic antigen probes simultaneously. As before, an inverted assay is employed using PBMC plated at the predetermined Goldilocks cell input per well for the homotypic antigen. A “tag 1”-labelled homotypic antigen (for example, using a FLAG-tagged antigen) and a “tag 2”-labelled heterotypic antigen (for example, His-tagged antigen) are added simultaneously in equimolar concentrations. Secretory footprints that are co-labeled with both antigen probes (when used at equimolar concentrations) originate from ASC that are unequivocally cross-reactive. Additionally, this approach allows for the identification of ASC-derived secretory footprints that are solely reactive with either the homotypic or heterotypic antigen probe. Moreover, the affinity distribution of ASC for either the homotypic or heterotypic antigen probe can be evaluated through titrating the concentration of one probe while maintaining the other probe at a sufficiently high, but importantly non-saturating, concentration.
Author Contributions
G.A.K conceived, designed and supervised the laboratory experiments, along with performing the associated data analysis and figure preparation. G.A.K and P.V.L wrote the original draft and G.P. contributed to editing of subsequent drafts. All authors reviewed the manuscript and agreed to the version submitted for publication.
Funding
This work was fully funded from the research budget of CTL
Institutional Review Board Statement
Donor plasma and peripheral blood mononuclear cells were collected internally at CTL under an Advarra Approved IRB #Pro00043178 (CTL study number: GL20-16 entitled COVID-19 Immune Response Evaluation).
Informed Consent Statement
Not applicable
Data Availability Statement
The data presented in this manuscript will be made available by the authors, without undue reservations, to any qualified research.
Acknowledgments
The authors than Noémi Becza, Lingling Yao and Jack Chepke for excellent technical support and Gregory Kovacs for assistance with the graphical illustrations.
Conflicts of Interest
P.V.L. is Founder, President, and CEO of Cellular Technology Limited (CTL), a company that specializes in immune monitoring by ELISPOT. G.A.K. is an employee of CTL. G.P. declares no conflicts of interest.
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