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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
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
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
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
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.
plate, tube or other vessel. 2. Schenker EL, Hultin LE, Bauer KD, Ferbas J, Margolick JB, Giorgi JV.
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:
tinue to evolve, mature and further leverage flow cytom- 307–317.
etry for biomarker and surrogate marker endpoints. It is 3. Schmidt R, Hecker E. Autoxidation of phorbol esters under normal
anticipated that variability and error could be controlled storage conditions. Cancer Res 1975;35:1375–1377.
and minimized as parallel advances in reagent formula- 4. Liu WC, Slusarchyk DS, Astle G, Trejo WH, Brown WE, Meyers E.
Ionomycin, a new polyether antibiotic. J Antibiot 1978;31:815–819.
tion and experimental design are thoughtfully incorpo- 5. Maecker H, Rinfret A, D’souza P, Darden J, Roig E, Landry C, Hayes P,
rated into biomarker campaigns where specimen Birungi J, Anzala O, Garcia M, Harari A, Frank I, Baydo R, Baker M,
manipulation is an important component of the study. Holbrook J, Ottinger J, Lamoreaux L, Epling CL, Sinclair E, Suni M,
Punt K, Calarota S, El-Bahi S, Alter G, Maila H, Kuta E, Cox J, Gray C,
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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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