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Cytometry Part B (Clinical Cytometry) 78B:59–64 (2010)

Utility of Lyophilized PMA and Ionomycin to


Stimulate Lymphocytes in Whole Blood for
Immunological Assays
Shelley Sims Belouski,1 Julie Wilkinson,2 John Thomas,1 Keith Kelley,1
Shen-Wu Wang,1 Sid Suggs,1 and John Ferbas1*
1
Department of Medical Sciences, Amgen Inc., Thousand Oaks, California
2
Custom BioPharma Group, Beckman-Coulter Inc., Miami, Florida

Background: The need to implement robust biomarkers in clinical trials has never been greater, and
such efforts can be easily compromised by reagent instability or simple human error during assay set-
up. Many biotechnology and pharmaceutical companies are introducing efforts to conduct biomarker
studies under more rigorous settings, and the use of plates or tubes pre-loaded with stimulation or stain-
ing reagents could be of value for studies that involve flow cytometry.
Methods: Five reagents lyophilized from ethanol or CHAPS buffer stock solution of phorbol 12-myris-
tate 13-acetate (PMA) and ionomycin were benchmarked against standard DMSO liquid formulation for
their stimulation equivalency. The median fluorescence intensity of phosphorylated ribosomal protein S6
in lymphocytes was assessed on a BD FACSCaliburTM.
Results: We demonstrate here that tubes pre-loaded with lyophilized versions of the liquid reagents
can provide equivalent stimulation in healthy volunteer specimens.
Conclusions: The value of this approach is that it safeguards against omission or erroneous addition
of bulk liquid formulations of PMA and ionomycin to the reaction vessel (i.e., plate or tube) and also
lends itself to extended stability/shelf-life of these reagents. On the basis of this initial success, we plan
to expand our evaluation of lyophilized reagents so that they can be incorporated into our clinical bio-
marker campaigns as appropriate. VC 2009 Clinical Cytometry Society

Key terms: flow cytometry; phosphoprotein; whole blood; biomaker

How to cite this article: Belouski SS, Wilkinson J, Thomas J, Kelley K, Wang S-W, Suggs S, Ferbas J. Utility of ly-
ophilized PMA and ionomycin to stimulate lymphocytes in whole blood for immunological assays. Cytometry
Part B 2010; 78B: 59–64.

The positive impact that flow cytometers have made (1,2), precluding skepticism in the field that could have
in the clinical arena is unambiguous, and the value of arisen had these efforts not been made.
this analytical platform continues to rise. This is The need for optimized approaches and harmonized
reflected in part by the continued introduction of novel methods has increased because many of the recent
fluorescent probes (e.g., Alexa FluorsV R , tandem dyes advances in fluorochrome and instrument configurations
and quantum dots) and robust cell permeabilization and represent such a large step forward that they can be
intracellular staining methods. Moreover, new commer- considered in many ways to be first-in-class. Moreover,
cial instrument platforms that differentiate well-beyond recent and increasing enthusiasm for biomarkers in early
the 4–5 fluorochromes (e.g., BDTM LSR II, BD FACSCan-
toTM II) which have traditionally served our industry, *Correspondence to: John Ferbas, One Amgen Center Drive, Mailstop
and integrated systems that automate set-up and analysis 30E-3-C, Thousand Oaks 91320-1799, CA.
(e.g., FC 500) are significant. Of equal importance, how- E-mail: jferbas@amgen.com
ever, are the parallel activities in quality assurance and Received 18 February 2009; Revision 7 July 2009; Accepted 9 July
2009
experimental design that have accompanied instrument Published online 23 September 2009 in Wiley InterScience (www.
and reagent development. Such efforts were noted even interscience.wiley.com).
in the earliest clinical applications of flow cytometry DOI: 10.1002/cyto.b.20492

C 2009 Clinical Cytometry Society


V
60 BELOUSKI ET AL.

Table 1 therapeutics because of the proximity of pharmacody-


Derivation of Lyophilized Preparations of PMA and namic signal to the target, which is often a signal trans-
Ionomycin for this Study ducing cell surface receptor or an overactive/
Solvent ! overexpressed kinase. As such, we lyophilized PMA and
Excipient ; EOH CHAPS ionomycin and studied their ability to induce phospho-
1 Ba Eb S6 in lymphocytes in whole blood as a means to further
2 Cb Fb develop a biomarker assay/phamacodynamic marker of
3 Ac Db rapamycin inhibition of the mTOR pathway (7). We
The reagents were solubilized in one of two solvents (etha- found that lyophilized PMA and ionomycin could be
naol or CHAPS) and combined with one of three proprietary manufactured to produce results equivalent to liquid
excipients for a total of six potential formulations. Visual ac- reagents. This proof-of-concept effort supports the
ceptance criteria were used to assess the success of the ly-
ophilization across a titration. Lyophilates C, D, E, and F were potential utility of implementing lyophilized reagents in
further characterized in this study (Fig. 2). settings where extended reagent stability and safeguards
a
Partially successful. against pipetting error are important. Although we ly-
b
Successful. ophilized PMA and ionomycin to support a specific bio-
c
Failed. marker development effort by our group, the utility of
lyophilized PMA and ionomycin is of widespread impor-
tance as these are prototypical stimulants used in a vari-
stage clinical development programs have created a ety of immunological assays. Provided that lyotubes/
need for highly specialized approaches which often lyoplates can be manufactured in an economical format,
times must be conducted at the local site of a given clin- we anticipate that they may eventually replace the use
ical trial, rather than by the pharmaceutical or biotech- of liquid reagents in many circumstances.
nology laboratory where the idea and method
development originated. MATERIALS AND METHODS
One often overlooked aspect of the process that is Blood Donors
emerging in clinical development programs for virtually
Specimens of heparinized whole blood were collected
every biomarker campaign relates to the stability and
from Amgen employees with prior written consent. The
lot-to-lot variability of critical reagents. Traditionally, our
blood was held at ambient temperature for less than 3 h
industry has not made a concerted effort to have over-
before stimulation on the day of collection.
arching control of reagents, but have instead relied
upon reliable reagent manufacturers and trending ana- Preparation of PMA and Ionomycin Solutions
lyzes when switching from one lot of reagent to another.
Unfortunately, there is little that can be done when a PMA and ionomycin (Sigma-Aldrich, St. Louis MO, Cat.
sub-optimal reagent lot is identified mid-study if the man- No. P1585 and IO623) were diluted in DMSO to stock
ufacturer does not have multiple reagent lots on hand, concentrations of 27.8 lg/mL and 1.1 mM, respectively,
and some reagents – including phorbol 12-myristate 13- and stored frozen in single-use aliquots at 20 C. The
acetate (PMA) and ionomycin – are inherently unstable aliquots were thawed at ambient temperature and
in liquid form (3,4). A new idea to better control rea- diluted in PBS to a working concentration immediately
gent stability and lot-to-lot variability is implementation before stimulation of whole blood.
of plates or tubes pre-loaded with lyophilized reagents
(5), where a supply of lyophilized reagent could be pre- Preparation of PMA and Ionomycin lyotubes
pared to span the entire clinical study even if it were of Preparation of lyophilized reagents was performed by
a duration that would exceed the shelf-life of liquid the Custom BioPharma group at Beckman Counter.
reagents. Moreover, pipetting errors in reagent delivery (Miami FL). PMA and Ionomycin (Sigma-Aldrich) were
(e.g., inadvertently fail to deliver reagent to a tube/well) solubilized at 1 mg/mL in either ethanol or CHAPS
and/or volume are eliminated with the lyotube/lyoplate buffer to create stock reagents; working dilutions (PMA
approach, adding safeguards against generation of erro- 50 ng/mL; ionomycin 5 ng/mL) were made on the day
neous data. We view this approach as a step forward rel- of lyophilization and combined with three proprietary
ative to occasional reports in the literature of frozen excipients; this resulted in six possible varieties of stim-
plates pre-loaded with stimulation reagents (6), because ulant, A–F (Table 1). The ethanol solubilized formula-
lyophilization does not require a commitment to freezer tions (A and B) were less successful in lyophilization
space and dry-ice shipment to an off-site clinical center. than CHAPS solubilized formulations as determined by
To evaluate the potential need for a lyotube/lyoplate visual inspection acceptance criteria. Lyophilates C, D,
in a biomarker campaign, a study was designed that E, and F were further characterized in this study.
involved ex vivo stimulation of whole blood, with subse- The process involved lyophilization of 20 lL drops
quent detection of an intracellular phosphoprotein. of aqueous liquid (size range 0.376–0.907 cm diameter)
Detection of phosphorylated epitopes is relatively new with no added colorant on metal trays. The trays were
to the field but of high value in assessing pharmacody- hermetically sealed before removal from the lyophilizer
namic effects of therapeutic proteins or small molecule and held at 4 C until being equilibrated to room

Cytometry Part B: Clinical Cytometry


LYMPHOCYTES IN WHOLE BLOOD FOR IMMUNOLOGICAL ASSAYS 61
temperature. The resulting lyophilized pellets were mulated cells was minimal (as shown in Figs. 1 and 3)
packaged into 30 mL conical centrifuge tubes (Sarstedt and served as the negative control for the assay. Fluores-
AG & Co., Newton NC), and sealed into foil pouches cence intensity on the FACSCalibur was standardized
with desiccant pads. Pellets were transferred to the with chicken red blood cells (Biosure, Grass Valley CA),
tubes in a special nitrogen-purged dry chamber (<2% according to the manufacturer instructions.
relative humidity) so as not to introduce de-stabilizing
moisture to the final product. The sealed foil pouches
were stored in the laboratory at ambient temperature
until use (<2 months). Once the pouch was opened, RESULTS
the product was solubilized in 1 mL of whole blood Previous data from our group showed that exposure
within 30 minutes. of whole blood to liquid formulations of PMA/ionomycin
led to a dose-dependent induction of S6 phosphorylation
Stimulation and Processing of Whole Blood in lymphocytes and that rapamycin exerted a dose-de-
The blood was stimulated on the same day it was col- pendent antagonistic effect in this model (7). With this
lected. When liquid reagents were used, a 100 lL vol- historical backdrop, we decided to continue our focus
ume of PMA and ionomycin was delivered to 50 mL on this biologic axis to understand the utility of a lyophi-
polypropylene tubes at the concentrations indicated in lized reagent with the intent that this may serve as a
the text and then mixed with 1 mL of blood. The tubes generic example for those interested in lyophilized mate-
were placed in a water bath at 37 C for 60 min and rials for these and similar applications (e.g., cytokine
gently vortexed every 20 min. Next, 20 mL of pre- expression). To further refine the assay for potential
warmed 1 PhosFlowTM Fix/Lyse buffer (Becton Dickin- application as a clinical biomarker, two stimulant con-
son Immunocytometry Systems; BDIS, Mountain View centrations were initially tested on two serial specimens
CA) was added, the tubes were mixed by gentle inver- of blood collected 1 week apart from seven volunteers
sion and finally returned to the water bath for 10 addi- (Fig. 1). This experiment recapitulated our original
tional minutes. When PMA and ionomycin lyotubes work, showing that a reliable signal could be generated
were used for stimulation, the only difference to the that was proportional to the concentration of stimulant
above procedure was addition of blood directly to the added to the whole blood. The assay readout was inde-
30-mL lyotube. In this report, specimens were either im- pendent of whether the stimulated specimens were ana-
mediately processed and analyzed immediately or proc- lyzed immediately (Fig. 1A) or frozen for analysis at a
essed into the fix/lyse buffer, flash-forzen in dry ice and later time (Fig. 1B). Moreover, this experiment provided
stored at 80 C for later processing and analysis. The data to show that the phospho-S6 signal may be suffi-
ability to freeze specimens could be leveraged in the set- ciently stable (within person) to permit a legitimate
ting of a clinical trial, where stimulation could occur at comparison of a baseline measurement to a post-treat-
the local site and analysis could be performed in a cen- ment measurement (e.g., after treatment with rapamy-
tral laboratory. cin) in a person enrolled in a clinical trial. That is, the
To prepare the cells for analysis, the specimens were ability to detect a change in phospho-S6 is a function of
centrifuged for 5 min at 300g at 4 C, and then washed the longitudinal stability of the signal in a given person.
twice in 10 mL cold staining buffer [Stain Buffer (FBS), A concordance in phospho-S6 induction was observed
BDIS]. Cells were permeabilized by addition of 1 mL of when liquid reagents were benchmarked against a vari-
Permeabilization Buffer (BD Biosciences) while vortex- ety of lyophilized formulations of PMA/ionomycin (Fig.
ing, and the specimens were then incubated for 30 min 2A). Although a relatively higher concentration (10)
on ice. The cells were washed twice with 10 mL vol- was required to reach equivalence to the 25 ng/mL
umes of cold staining buffer and then resuspended in 50 PMA, 500 pM ionomycin used in the liquid format, this
lL of staining buffer. The cells were labeled with 10 lL higher dose was nontoxic as demonstrated by light scat-
of AlexaFluor 488-conjugated rabbit anti-human phos- ter properties (Fig. 2B) and did not impose manufactur-
phorylated S6 ribosomal protein antibody (catalog no. ing constraints that would preclude production as an
4854; Cell Signaling Technology, Danvers, MA), and analytical reagent. Overall, it was found that the stimula-
placed on an orbital shaker (Bellco Glass, Vineland, NJ) tion effect was successful in each of the excipient
at medium speed for 60 min. The cells were then formulations tested, allowing for flexibility in manufac-
washed in 2 mL of cold staining buffer and resuspended turing these reagents in large-scale batches.
in 250–500 lL of staining buffer. The specificity and overall integrity of this system was
evaluated by stimulating blood from two normal donors
Flow Cytometry in the presence or absence of rapamycin (Fig. 3). This
The cells were analyzed on a FACSCaliburTM (BDIS) experiment further illustrated that a lyophilized prepara-
within 4 h of labeling. Lymphocytes were light-scatter tion of PMA/ionomycin provides results equivalent to a
gated according to their unique scatter properties (8). freshly prepared liquid formulation and that the intensity
The fluorescence intensity for the anti-human phospho- of signal is independent of whether the specimens were
rylated S6 ribosomal protein antibody was reported as analyzed immediately or frozen for analysis at a later
the assay readout. Basal fluorescence intensity in unsti- time.

Cytometry Part B: Clinical Cytometry


62 BELOUSKI ET AL.

FIG. 1. Measurement of intracellular phospho-S6 in whole blood


stimulated with liquid PMA and ionomycin. Blood from seven normal
volunteers was assayed in triplicate from two donations spaced 1
week apart. The mean and standard deviation of the triplicate fluores-
cence intensity values for each visit of the two visits are represented
for unstimulated (open circles), low stimulation (12.5 ng/mL PMA, 1
mM ionomycin; blue circles) and high stimulation (25 ng/mL PMA,
500 pM ionomycin; red circles). Black, blue and red reference lines
represent the overall mean of all data for no, low and high stimulation,
respectively. Panel B shows that these specimens can be frozen and
analyzed at a later time with no appreciable change in fluorescence in-
tensity. Note that in some cases, data from each of the two visits
resulted in overlap of the datapoints such that only one symbol can be
discerned.

DISCUSSION
Clinical trials have experienced an increasing reliance
on blood that is manipulated at a local site for the pur-
pose of biomarker or surrogate marker assessment. To FIG. 2. Calibration of lyophilized PMA and ionomycin to liquid
the fullest extent possible, these assays should be reagents with respect to the phospho-S6 readout. Four lyophilized for-
designed to be simple, easy to use, self-contained, and mulations (C, D, E, and F), at 1 (red), 2 (teal), 10 (green), and
20 (black) concentrations (relative to 25 ng/mL PMA, 500 pM iono-
mistake-proof. Lyophilization gives unstable chemical mycin, high concentration) were tested for their ability to induce phos-
and protein solutions a long shelf life at room tempera- pho-S6 in lymphocytes in whole blood from four normal volunteers.
The mean and standard deviation of the triplicate fluorescence inten-
ture and excellent solubility for rapid reconstitution. sity values for these four donors are represented (A). The dotted black
Over the years, kit manufacturers have explored alter- line serves to reference the level of stimulation with liquid PMA (25
native types of containers for the processing and deliv- ng/mL) and ionomycin (500 pM), where 100% is indicative of an
equivalent response (between liquid and lyophilate). Representative
ery of lyophilized (freeze-dried) reagents and have not scatter plots for each formulation demonstrate the absence of toxicity
had success with vessels other than the traditional glass to the cells even at the 20 concentration (B).
vials with slotted rubber septa, which meets the rigid
vessel requirements essential to the lyophilization pro- the shelf-life of the product, and (3) how does the ly-
cess. Glass vials have excellent thermal conductivity ophilization process affect the activity of the reagents?
properties, can be tightly sealed at the end of the lyophi- A refined and tightly controlled process of lyophiliza-
lization cycle, and provide an effective moisture barrier. tion of individual 25–250 ul drops of aqueous liquid
The goal here was to increase the usability of lyophi- (size range 0.376–0.907 cm diameter), allows delivery
lized products and thus utilization of nontraditional con- and storage in vessels that are not limited to traditional
tainers was implemented. Three major points were glass-stoppered containers. The reagents are formulated
considered in this effort: (1) was the product high qual- exactly as if they were being lyophilized conventionally
ity freeze-dried or simply vacuum-dried, (2) what was in a glass vial, except the concentrations are usually

Cytometry Part B: Clinical Cytometry


LYMPHOCYTES IN WHOLE BLOOD FOR IMMUNOLOGICAL ASSAYS 63

FIG. 3. Rapamycin-mediated antagonism of PMA/ionomycin-induced phospho-S6. As indicated in the figure, blood from normal donors (n ¼ 2) was
stimulated with liquid or lyophilized PMA/ionomycin and either analyzed immediately or after the specimens were frozen. Doses of PMA/ionomycin
were adjusted according to Figure 2 (25 ng/mL PMA, 500 pM ionomycin or the 10 lyophilized equivalent). Red tracings represent fluorescence in-
tensity signal from the stimulated blood; blue tracings represent the signal of blood stimulated in the presence of rapamycin, and black tracings rep-
resent signal from unstimulated, nonrapamycin-treated controls. The histograms of both donors are presented as overlays on a single plot to depict
the consistency of signal that can be observed in this model as well as the ability of rapamycin to reproducibly antagonize the stimulation effect.

higher due to the very small pellet volumes, thus the those employed for traditional buffers and reagent sets.
pellet has a high chemical-to-excipient ratio. The self- Practical questions regarding qualitative appearance and
contained lyophilized pellets allow several components dissolution properties of the lyo-cake, ease of lyophiliza-
that are incompatible as liquids to be either lyophilized tion and excipient formulation are all important issues to
independently and then stored together in a single ves- be addressed. Not unlike the variety of commercial lysis
sel, or premixed in precise amounts before lyophiliza- buffers and fixatives relied upon in our industry, it is likely
tion while maintaining their integrity and enhancing that the exact details surrounding a commercial lyophilate
stability. In addition to visual size inspection of the ly- will no doubt remain proprietary to the provider, with
ophilized pellets, coloring agents could be added as a ease of use and the potential to better control sources of
convenient quality assurance step, adding value if differ- technical variability of the data ultimately governing com-
ent concentrations of (e.g., stimulation) reagents would mercial success. With these proprietary rights, vendors
be used in a clinical study, i.e., the concentrations would will need to provide methods and characterization of util-
be differentiated by the color of the pellet in addition to ity (eg, phosphoprotein stimulation and cytokine expres-
the package. One can imagine several approaches to sion profiles) as well as long term and temperature
incorporate internal quality controls to monitor perform- stability to fully realize the market opportunity.
ance of the assay in a clinical setting. PMA and ionomycin are cornerstone stimulants utilized
Although the ability to lyophilize antibodies and other in a variety of immunologic assays and we envision that
reagents for use in immunological assays is not new, con- this reagent could ultimately be employed in any setting
straints in the vessel type (e.g., glass vial) was viewed as where this axis of stimulation is important. The experi-
an inconvenience and the reagents were never commer- mental approach of this study was feasible, as indicated in
cially developed and manufactured in a cocktail format or Figure 2, and the possibility that whole blood stimulations
in pre-loaded plates/tubes. Until recently, bulk reagents in could be conducted at local laboratories without concern
a liquid formulation dominated the marketplace, primarily that degraded reagents might be used or that pipetting
because there are not enough advantages offered from errors might introduce unwanted variability into the data-
rehydrating a bulk lyophilized reagent to essentially make set is very attractive. The ability to freeze the stimulated
it the equivalent of the liquid formulation. Willingness of specimens (Figs. 1 and 3) for transport to a central labora-
reagent manufacturers to create custom antibody or rea- tory is a component of this model that could be exploited
gent cocktails combined with the flexibility of pre-loaded to further minimize variability, especially if multiple clini-
formats has renewed interest in this method, particularly cal sites are involved. Finally, the variety of manufacturing
in instances where clinical study endpoints could be options that could be considered for these reagents,
compromised by instable reagents and or human error including a blister-packaged pellet, would provide a high
introduced during set-up for the analytical procedure. degree of flexibility for small scale experiments, while
Ultimately, commercialization approaches for lyophilized retaining the stability profile of the lyophilized reagent(s).
reagents are not expected to deviate significantly from As noted elsewhere in this manuscript, the lyophilized

Cytometry Part B: Clinical Cytometry


64 BELOUSKI ET AL.

pellets are manufactured according to the needs of the in- AIDS Cohort Study Group. Quality control in the flow cytometric
measurement of T-lymphocyte subsets: The multicenter AIDS cohort
vestigator and project and can be provided in any type of study experience. Clin Immunol Immunopathol 1990;55:173–186.
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The field of translational medicine will no doubt con- Evaluation of a dual-color flow cytometry immunophenotyping panel
in a multicenter quality assurance program. Cytometry 1993;14:
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Ionomycin, a new polyether antibiotic. J Antibiot 1978;31:815–819.
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rated into biomarker campaigns where specimen Birungi J, Anzala O, Garcia M, Harari A, Frank I, Baydo R, Baker M,
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ACKNOWLEDGMENTS derer M, Koup R, Maino V, Weinhold K, Pantaleo G, Gilmour J, Hor-
The authors thank Lisa Uskali and the Amgen Depart- ton H, Sekaly R. Standardization of cytokine flow cytometry assays.
BMC Immunol 2005;6:13.
ment of Occupational Health for soliciting normal blood 6. Reimann KA, Chernoff M, Wilkening CL, Nickerson CE, Landay AL.
donors, providing informed consent and collecting the The ACTG immunology advanced technology laboratories: Preserva-
blood specimens for the study. They also thank Brian tion of lymphocyte immunophenotype and proliferative responses in
cryopreserved peripheral blood mononuclear cells from human im-
Kotzin (Vice President, Amgen Medical Sciences), Scott munodeficiency virus type 1-infected donors: Implications for multi-
D. Patterson and Steven J. Swanson (Executive Directors, center clinical trials. Clin Diagn Lab Immunol 2000;7:352–359.
Amgen Medical Sciences) for support of this project. 7. Mccaffery I, Fitzpatrick VD, Wang SW, Rossi J, Bao H, Suggs SV, Bao
H, Ferbas J, Patterson SD.Clinical Proteomics. From Diagnosis to
Therapy, Weinheim: Wiley VCH Verlag GmbH & Co KGaA; 2008.
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Cytometry Part B: Clinical Cytometry

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