Method Article
Monocytes and macrophages are very plastic and reprogrammable immune cells crucial for health and disease. They sense and respond to a broad range of stimuli by adopting specific differentiation programs and phenotypes. We have standardized an in-vitro model to study macrophage polarization and reprogramming, providing a valuable tool for research.
Cells of the monocyte-macrophage lineage are multifunctional and found in almost all body tissues. They coordinate innate and adaptive immunity´s initiation and resolution phases, significantly affecting protective immunity and immune-mediated pathological injury. While tissue-resident macrophages are key players in maintaining homeostasis in a steady state, large amounts of monocytes are recruited from the peripheral blood into the tissue following damage or inflammatory insults. Monocyte-derived macrophages (M-DM) can differentiate into many dynamic subtypes, and their phenotypes and functions depend on the local tissue environment.
To compare different stimuli or environmental conditions during M-DM differentiation and polarization, we standardized an in-vitro model of human nonpolarized M-DM M0 and some cardinal cytokine-polarized macrophages, IFNγ/LPS-derived M1, IL-4-derived M2a, and IL-10 or dexamethasone-derived M2c, to analyze skewing reprogramming of M-DM by flow cytometry and real-time PCR. We found that CD64, CD206, CD163, CD14, and MERTK can clearly discriminate unpolarized M0 and polarized M1, M2a, and M2c by flow cytometry. Moreover, we defined IRF1 and CXCL10 as specific genes for classical IFNγ/LPS-derived M1-, IRF4-, CCL22-, and TGM2-specific transcripts for IL-4-derived M2a, and the MERTK gene for dexamethasone-derived M2c. To summarize, our standardized M-DM protocol could give the cardinal in-vitro map to analyze the differentiation and polarization of human M-DM under diverse stimuli.
Macrophages, first identified by Metchnikoff for their phagocytic ability, are ancient cells fundamental to Metazoan life. Found ubiquitously in adult mammals, they exhibit remarkable anatomical and functional diversity. As part of the mononuclear phagocytic system, alongside dendritic cells and monocytes, macrophages play crucial roles in various biological processes, from development and homeostasis to immune responses against pathogens1,2. Resident macrophages, specialized for their tissue microenvironments, act as sentinels, monitoring tissue health and responding to physiological changes and external threats. Their limited plasticity is thought to be an evolutionary adaptation to maintain tissue homeostasis. In contrast, recruited monocytes are more flexible and can differentiate into diverse macrophage phenotypes during inflammation. This dual influence of inflammation and tissue niche shapes the functional diversity of macrophages3. Thus, depending on the local tissue milieu, monocyte-derived macrophages (M-DM) can differentiate into many subtypes. The local metabolites, growth factors, cytokines, and cell-cell interaction4,5,6 outline their phenotypes and functions. Furthermore, macrophages are key producers of factors that dampen inflammation and drive re-vascularization and tissue repair7,8.
Given that at least three main arms control polarization (extrinsic, intrinsic, and tissue environment conditions), macrophage polarization should be viewed as multidimensional2. The main obstacles and pitfalls in describing macrophage differentiation and polarization are the heterogeneous experimental conditions across the literature and the lack of consensus on defining macrophage terms in in vitro and in vivo experiments9. Nonetheless, some unification of experimental standards has started for diverse experimental scenarios.
To better understand the human macrophage field, we need standardized and well-defined in-vitro models of M-DM to link, differentiation, polarization, phenotype, and re-programming, as well as specific functions. Our goal was to set a standardized in-vitro model of human nonpolarized M-DM M0 and cytokine-polarized macrophages to study skewing reprogramming of M-DM by flow cytometry and real-time PCR. Although macrophage polarization is a dynamic process because their highly plasticity and ability of integrating multiple signals from their environment, we characterized here the nonpolarized M-DM (M0) and some in-vitro polarization states, as the classical pro-inflammatory, commonly recognized also as M1, induced with IFNγ and LPS. Similarly, the tissue repair and regulatory M2 macrophages can be defined as M2a when induced with IL-4 and M2c when stimulated with dexamethasone or IL-10. These polarizing states capture a snapshot of the wide M-DM milieu spectrum in time and space but give us some cardinal points to set the analytic map where to locate the testing conditions.
Despite the complex and dynamic combination of surface markers and transcriptional programs, when analyzing in vitro M-DM, we have set that CD64, CD206, CD163, CD14, and MERTK can separate unpolarized M0 condition, from IFNγ/LPS-induced M1, IL-4-induced M2a, and IL-10 or dexamethasone-induced by flow cytometry. Furthermore, IRF1 and CXCL10 gene expression was defined as specific for IFNγ/LPS-induced M1; IRF4-, CCL22-, and TGM2-specific transcripts for IL-4-derived M2a; and MERTK gene for dexamethasone-derived M2c, setting additional cardinal points to compare the skewing reprogramming of M-DM challenged with different stimuli or even co-cultured with another cell types.
All healthy volunteer blood donors provided written informed consent, and the study was approved by the Institutional Ethics Committee of the National Academy of Medicine (IMEX-CONICET-ANM) Argentina. See the Table of Materials for details about all materials and reagents used in this protocol.
1. Peripheral blood mononuclear cells (PBMCs) isolation
NOTE: PBMCs are isolated from 40 mL of anticoagulated peripheral blood with sodium citrate at 3.8% and using Ficoll-Hypaque density gradient (1077) centrifugation. This protocol is performed under sterile conditions in a BSL2 Biosafety cabinet.
2. CD14+ monocyte sorting using magnetic beads
NOTE: The amount of CD14 monocytes found in PBMCs of healthy donors is variable depending on age and sex. When available, use a cell counter to obtain the % of monocytes in each sample and then calculate the number of PBMCs needed to sort the required CD14 monocytes. If no cell counter is available, 10% of monocytes per PBMC sample could be considered a wide approach4,6,7,10,11,12,13.
CD14+ monocytes are isolated using a human CD14 positive selection kit5. We have standardized the isolation protocol using 1 to 2 × 107 PBMCs in 100 µL of reaction; use this ratio for higher numbers. The minimum reaction volume suggested is 100 µL, even with a lower cell number than 1 × 107 PBMCs.
3. Monocyte-derived macrophage (M-DM) differentiation and polarization
NOTE: M-DM culture is performed by plating 2.5 × 105 CD14+ monocytes in 48-well plates containing 500 µL of RPMI-10% FBS-1% P/S and cultured in a humidified incubator at 37 °C with CO2 (5%) for 7 days. Choose treated plates to enhance monocyte adherence to the plate.
4. Surface phenotype characterization in polarized M-DM by flow cytometry
5. Gene program profile to discriminate M-DM polarization by qPCR
NOTE: On day 7 of the culture, 2.5 × 105 M-DM can be harvested using the RNA extraction reagent for the isolation of high-quality total RNA. RNA isolation can also be performed using alternative methods, such as column-based RNA extraction and an elution kit.
Based on our work in macrophage characterization for several years, we have set an accurate combination of markers that clearly distinguishes the different subsets of in-vitro M-DM. The phenotype markers were selected based on the literature and a wide previous screening that we had previously performed9,14,15,16,17. Furthermore, we determined that CD64, CD206, CD163, CD14, and MERTK can help clearly discriminate between unpolarized M-DM (M0), polarized IFNγ/LPS-induced M1, IL-4-induced M2a, and IL-10- or dexamethasone-induced M2c by flow cytometry4,5,7,11,12. The description and function of each selected marker can be found in Table 24.
The panel of markers analyzed by flow cytometry for in vitro analysis of M-DM polarization is shown in Figure 2. Comparing the different polarized macrophages, we see that M1, induced by IFNγ plus LPS, is characterized by the highest level of CD64, the absence of CD206 expression, and low levels of CD163 and MERTK. On the other hand, M2a macrophages induced by IL-4 are specifically characterized by an increase in CD206 expression and a reduction in CD64, CD163, and MERTK. Finally, the M2c phenotype induced by IL-10 or dexamethasone is characterized by a specific increase in CD163 expression, intermediate levels of CD64, and an increase in MERTK and CD14. In addition, there is a marked reduction of CD206 only when polarized with IL-10. The dexamethasone-induced M2c interestingly also increases level of CD206. All these markers were analyzed after gating of CD11b+ viable cells. In addition to the surface phenotyping, we also set a specific gene expression panel for the classical IFNγ/LPS-induced M1 (IRF1 and CXCL10) and IL-4-induced M2a (IRF4, CCL22, and TGM2). The dexamethasone-M2c transcriptional-induced program is characterized by MERTK expression.
Figure 1: Peripheral blood mononuclear cells isolation by Ficoll gradient. After platelet-rich plasma is discarded, the diluted peripheral blood sample (2-3x) is loaded on top of Ficoll-Hypaque density gradient and centrifuged at 600 × g for 25 min (Acceleration: 1; Deceleration: 0), at room temperature to obtain the PBMCs as indicated. Carefully collect the interface formed between the yellow top layer and the Ficoll layer with a sterile Pasteur pipette. This "ring" contains the mononuclear cells of interest. Abbreviations: PBMCs = peripheral blood mononuclear cells; RBC = red blood cell. Please click here to view a larger version of this figure.
Figure 2: Phenotypic characterization of polarized M-DM by flow cytometry. Monocyte-derived macrophages (M-DM) were in-vitro differentiated for 7 days in RPMI 1640 medium containing 10% FBS and 1% P/S plus 50 ng/mL of M-CSF. On day 4, half of the culture medium was replaced, and polarizing cytokines were added. Unpolarizing M-DM (M0) received only medium; LPS (1 ng/mL) plus IFNγ (50 ng/mL) was added for M1; IL-4 (40 ng/mL) was added for M2a; IL-10 (50 ng/mL), or dexamethasone (0.1 µM) were added for M2c. M-DM was cultured for an additional 3 days. On day 7, M-DM was harvested to perform phenotypic characterization by flow cytometry using a panel of five M-DM markers, (A) CD64, CD206, CD163, CD14, and (B) MERTK. The gating strategy also included viable cells and CD11b+ cells. Representative dot plots show the expression levels of each polarizing marker comparatively for each type of M-DM (M0, M1, M2a, and M2c). Please click here to view a larger version of this figure.
Table 1: Antibodies panel used for M-DM immune phenotyping. Please click here to download this Table.
Table 2: A brief description and function of each selected marker to discriminate in-vitro polarized monocyte-derived macrophage used in flow cytometry and qPCR. Please click here to download this Table.
Macrophage differentiation, activation, and polarization have become a central focus in immunology, tissue homeostasis, disease pathogenesis, and inflammation resolution. Additionally, the emerging picture that tissue macrophages may be derived from circulating monocytes under conditions of disrupted homeostasis emphasizes the necessity for precise M-DM models characterized by defined phenotypes, transcriptional programs, and activation pathways.
Some critical steps in this protocol must be discussed here for its successful implementation. First, it should be noted that blood samples from which primary M-DM cultures are established may be heterogeneous regarding age, sex, genetic background, or environmental variables which may generate considerable variation in some biological responses. Hence, it is critical to have basal biological and experimental controls from the same donor. A paired analysis is recommended. Nonetheless, the high variation could also be considered an advantage since the response spectrum better reflects the biological significance. Single-cell suspensions should have more than 70% viable cell populations before sorting. Similarly, the postsorting purity of CD14 monocytes should yield 90%. Another critical aspect of M-DM culture is the initial cell density. Low density does not allow appropriate cellular cooperation and macrophage differentiation, and high density increases cell death. Although the influence of cellular interactions in macrophage reprogramming has not been explored extensively, some pioneer studies demonstrated that co-culturing human monocytes with regulatory T cells skews the balance toward differentiation of M2 macrophages18. Similarly, apoptotic cells are key players in acquiring an M2 phenotype when exposed to interleukin-13 (IL-13) and IL-419. We have also demonstrated that platelets reprogrammed monocytes toward the M1 pro-inflammatory phenotype in the presence of LPS and a cell-contact-dependent manner (GPIb-CD11b partnership)5.
Another essential prerequisite is the inclusion of appropriate controls for flow cytometry experiments. Autofluorescence and compensation controls are critical for the equipment set, but Fluorescence minus one (FMO) should be mandatory to establish thresholds for negative and positive signals. Although the in-vitro models may not fully recapitulate the specific nature of the tissue, numerous studies have shown that macrophages can acquire tissue-specific identity through phagocytic and inflammatory pathways3,20,21. We have reported not only the re-programming effect of a drug (ketamine4) and a lipid mediator (C1P7) on macrophage differentiation and polarization but also developed a heterotypic tridimensional model to study the interaction of macrophages and glioblastoma in vitro12.
This protocol has some limitations. A primary concern is that using circulating blood monocytes as a source of macrophages may not fully replicate the characteristics of tissue-resident macrophages, which often originate from distinct embryonic lineages. Furthermore, the inherent heterogeneity of human blood samples, influenced by factors such as age and sex, can introduce significant variability in macrophage responses.
Despite these limitations, the protocol offers several key advantages. It is relatively easy to establish with readily available reagents and yields a high number of primary macrophages, enabling a broad range of experimental conditions for proof-of-concept studies. The resulting high purity of these cultures allows for precise evaluation of specific macrophage responses. Importantly, these are primary cells, not immortalized or established cell lines, which often exhibit altered characteristics.
The protocol has numerous applications, including investigating the effects of drugs on macrophage differentiation and polarization, studying interactions with other cell types in co-culture, and analyzing the impact of conditioned media from various cultures or plasma from patients with different pathologies. While the current protocol allows for some co-culture interactions, the development of organoid platforms promises to readily address limitations related to three-dimensional culture in the near future.
The authors have no conflicts of interest to disclose.
This work was supported by the National Agency for the Promotion of Science and Technology (ANPCyT-FONCYT) through grants PICT 2018-3070 and 2021-I-A-00807 to E.A.C.S. and PICT 2021-I-A-00716 to A.E.E, and by the National Scientific and Technical Research Council (CONICET) through the grant PIP 2022-0763 and by the University of Buenos Aires through Proyectos de Investigación y Desarrollo en Áreas Estratégicas con Impacto Social (PIDAE) 2022 to A.E.E. E.A.C.S. and A.E.E. are career investigators at CONICET.
Name | Company | Catalog Number | Comments |
Alexa Fluor 488 mouse anti-human CD206 Antibody clone 15-2 | BioLegend, San Diego, CA, USA. | Cat# 321113; RRID:AB_571874 | |
APC mouse anti-human CD64 Antibody clone 10.1 | BioLegend, San Diego, CA, USA. | Cat# 305013; RRID:AB_1595539 | |
APC/Cy7 rat anti-mouse/human CD11b Antibody clone M1/70 | BioLegend, San Diego, CA, USA. | Cat# 101226; RRID:AB_830642 | |
BD Cytofix/Cytoperm | BD Biosciences, San Jose, CA, USA | Cat# 554714 | fixative/permeabilization kit |
Biotin anti-human MERTK Antibody clone 590H11G1E3 | BioLegend, San Diego, CA, USA. | Cat# 367616; RRID:AB_2721500 | |
CFX-Connect equipment | Bio-Rad, Hercules, CA, USA | ||
EasySep Human CD14 Positive Selection Kit; EasySep Positive Selection Cocktail; EasySep magnetic Nanoparticles; Easy Sep Magnet | STEMCELL Technologies, Vancouver, Canada | Cat# 18058 | |
FACS Canto cytometer | Becton Dickinson, Franklin Lakes, New Jersey, USA. | ||
Fetal Bovine Serum, qualified, New Zealand | Gibco™ Thermo Fisher Scientific Waltham, MA USA | Cat# 10091148 | |
Ficoll-Paque PLUS Cytiva | GE Healthcare - Life Sciences, USA | Cat# 17144003 | |
FlowJo | FlowJo LLC. | RRID:SCR_008520 | |
GraphPad Prism | GraphPad Software Inc. | RRID:SCR_002798 | |
iScript cDNA synthesis kit, includes 5x reverse-transcription reaction mix, iScript reverse transcriptase, nuclease-free water | Bio-Rad, Hercules, CA, USA | Cat# 1708891 | |
Partec CyFlow space cytometer | Sysmex Partec, Germany | ||
PE Streptavidin | BioLegend, San Diego, CA, USA. | Cat# 405203 | |
PE/Cy7 mouse anti-human CD14 Antibody clone HCD14 | BioLegend, San Diego, CA, USA. | Cat# 325618; RRID:AB_830691 | |
PerCP/Cy5.5 mouse anti-human CD163 Antibody clone GHI/61 | BioLegend, San Diego, CA, USA. | Cat# 333607; RRID:AB_1134006 | |
RPMI 1640 Medium | Gibco™ Thermo Fisher Scientific Waltham, MA USA | Cat# 11875119 | |
SsoAdvanced Universal SYBR Green Supermix, it contains antibody-mediated hot-start Sso7d fusión polymerase, dNTPs, MgCl2, SYBR Green I Dye, enhancers, stabilizers, and a blend of passive reference dyes (including ROX and fluorescein). | Bio-Rad, Hercules, CA, USA | Cat# 1725271 | |
TriZol Reagent | Thermo Fisher Scientific Life Sciences Solutions Carlsbad, CA, USA | Cat# 15596026 | RNA extraction reagent |
Zombie Violet Fixable Viability Kit | BioLegend, San Diego, CA, USA. | Cat# 423113 |
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