Re: Isotype "controls"

From: Dave Coder (dcoder@u.washington.edu)
Date: Mon Apr 13 1998 - 12:43:09 EST


To Mario's thoughtful response, I'd toss in a couple of ideas.

That people are thinking of using experimental controls (in larger sense) is
good and should be encouraged. But the crux of this whole discussion is the
nature of the appropriate control.

A couple of things to remember:
1. Flow cytometric measurements are measurements of light intensity.
Further, the measurements are comparative not absolute.
2. How you design the experiment depends on the question you wish to answer.

Given that measurements are comparative, you have a couple of choices: 1.
choose a good control, or 2. calibrate your instrument response with a
standard that yields biologically sensible units. As Mario pointed out,
there are number of factors make the selection of a good--i.e.,
proximal--control difficult.

(It's more a philosophical discussion as to whether you can ever get the
absolutely proper control. It may possible with an individual animal if
control serum is taken prior to immunization with the specific antigen of
interest. Of course, you would take preimmune serum only after having done a
sham immunization with any adjuvants or carriers used when challenging with
antigen; your antigen should be absolutely pure, too. Then you can do the
fluorochrome conjugation to give exact dye/protein ratios, and use precisely
the same same protein concentration for each, etc. Most antibodies, however,
are monoclonal so you really can't get the "perfect" control.)

Even if you select a proximal control, there is no guarantee that it
performs properly. (I have heard of isotype-matched control antibodies that
have different isoelectric points, perhaps explaining some nonspecific
binding differences.)

More attractive is calibrating  the fluorescence intensity scale to a unit
that answers your question. Conceptually this is very attractive, and
currently there's some agreement about how to go about this, but there is a
lack of an independent standard.

Point #2: How you proceed depends on the question you want to answer.
Consider the following:

A. How many cells of a certain type are present?
B. What is the proportion of cells in the population that express an
antigen?
C. How many antigen molecules does a cell have?
D. How many antigen molecules does the "typical" cell have?

These are all different questions and different approaches may be used to
obtain answers.

The first can be very complex taxonomically, but in practice it is fairly
simple. Perhaps 4 or 5 parameters are measured, and gating may be used to
define a cell type as a subset of all cells examined. Where subsets are
clearly present (discrete not continuously variable parameters), controls
may not be needed. (A related example is setting compensation without
single-labeled controls. You can do this easily on normal peripheral
lymphocytes whose surface CD8 or CD4 are labeled with FITC or PE. You know
in advance what the population distributions are so you know what a properly
compensated bivariate distribution looks like.)

B. If you wish to know the proportion of some cell type among all cells in
the population, then the procedure is simple. But (there's always a "but"
isn't there?), if and only if, the population subset of interest is
discrete. If you can define the population using +/- classification, then
quadrant measurements of distribution are useful. All bets are off, however,
if any parameter distribution used to define the subset is continuously
variable. Take activation markers for example.

C. and D. This is like the old scholastic question: "How many angels can
dance on the head of a pin?" Quantitation of antigen expression is a bit
sticky as noted above, because the means for doing calibration and
standardization are not universally accepted.  Continuously variable
distributions of antigen expression are best described if you can measure
their number. In contrast to quadrant measurements (or other proportional
measurements) that disregard the thee level of expression, quantitative
cytometry takes advantage of the instruments' capabilities and is one the
chief powers of the technique.

D. This brings us to the often discussed issue of measuring the "average"
cell. Without going into detail, I'll only point out the distribution of
cell surface antigens is not always log normal. (In fact, I have yet to see
any that are demonstrably log normal. See Coder et al. Cytometry  1994 18(2)
75-8 for discussion.) If a distribution is skewed, then the median is a
simple indicator of the "typical" cell. Some classifier range is probably
better, but how do you chose the limits to such a range? Quantiation of a
cellular property could define a range, but then how much of the
fluorescence is due to background? Hence, you need a good control.

And I'll stop the ramble here for now.

Dave
dcoder@u.washington.edu


-----Original Message-----
From: Mario Roederer <Roederer@Beadle.Stanford.edu>
To: cyto-inbox
Date: Saturday, April 11, 1998 5:06 PM
Subject: Isotype "controls"



OK, first let me say that I put in the statement

> Besides, "we" should all stop using isotype controls to set gates.

primarily to see how awake everyone was.  I must admit, I was (pleasantly)
surprised by the level of attention!  Of course, now I feel guilted into
actually responding.  Especially after Alice's recent posting.

First, let me thank Phil McCoy for pointing people to the published paper
about
the use of isotype controls.  This is an old topic, older than FACS
technology,
and it has been dealt with many times over the years.  What follows below is
my
own discourse on the topic, uncolored by the rational arguments put forth
over
the past decades.

Ray Hicks succinctly addressed some of the problems with isotype controls;
I'll
provide a little more detail.  There are two principle issues:  (1) the
concept
of isotype controls, and (2) the use of isotype controls to set gates.

First of all, let's consider the whole point of "isotype controls."  They
are
meant to approximate the background binding of your conjugated antibody to
cells
that wouldn't specifically bind your antibody (i.e., don't express the
antigen).
But this means that we would have to use a control antibody that is (1) the
exact same isotype; (2) conjugated to exactly the same degree; (3) has the
same
background binding characteristics as your antibody; and (4) is used at the
same
concentration.  Rarely is more than the first criterion met.

(1) Exact same isotype.  OK, how many of you actually purchase DIFFERENT
isotype
controls and use them for every different isotype in your experiment?  I
would
wager a beer at the next ISAC that not a single lab on this planet does
this.
While most reagents are IgG1, there are plenty of G2 (a or b), some G3, etc.
And there are some IgM's--arguably with enormous differences in background
binding compare to IgG's.

(2) Conjugation.  In trying to estimate the background, obviously the F/P
(fluor
to protein) ratio is crucial.  After all, if you double the number of fluors
on
your conjugate, you will double the background.  Therefore, the isotypes
should
have the same conjugation ratio as the antibody you are controlling.  While
this
conjugation ratio MIGHT be consistent for reagents from a single
manufacturer
(and it rarely is, at that), it certainly will be different for reagents
from
different manufacturers.

(3) Furthermore, there is the problem that even at the same F/P ratio, the
conjugates could be significantly different.  It is quite possible that in
one
antibody there is a fluor at a critical "background" binding site; on
another
antibody, this site is unconjugated.  This could significantly change the
"stickiness" of an antibody.

For example, when you conjugate antibodies to Texas Red, you can get hugely
different "background" binding characteristics depending on the reactive
form of
TR that you use--even after getting exactly the same F/P ratios.  Clearly,
the
sites on an antibody that are conjugated are different by these different
reactive forms of TR, and those differences translate into different
"background" binding characteristics.

(4) Concentration.  OK, what concentration do you choose for an antibody in
an
experiment?  For a regular antibody, you choose the "saturating"
concentration.
For a control, there is no such thing as saturation; the more antibody you
use,
the more background you get.  Therefore, the pragmatic approach is to use
the
same concentration as in your original reagent.

And there's the rub!  Each conjugated reagent has been carefully titred
(hopefully) to be used at the proper minimal saturating concentration.
Therefore, every different antibody can potentially be used at a different
concentration!  Do you therefore prepare a different isotype stain for each
different concentration of conjugated antibody?  Of course not.  So how can
you
claim that the isotype control is even valid as a control?

Calman Prussin and Brent Dorsett ask about isotypes having higher
backgrounds.
Recently I spoke with someone who had this same question.  This researcher
contacted the manufacturer of the isotype control, who told him that he
should
simply dilute the isotype control until the background was down!  This
smacks of
homeopathy, doesn't it:  "Our isotype control works better the more you
dilute
it!"  As Ray asserts, now one has to use a little black magic in waving ones
hands and ignoring the isotype control for these samples but not for others!

This brings me to the second major problem, the use of isotype controls to
set
gates.  Unfortunately, this is not a problem that will go away when people
stop
using isotype controls; most will simply use unstained cells to set gates.
(Right now, however, the isotype controls lend an inappropriate air of
validity
to setting the quadrant gates).  By the way, "we" should stop using quadrant
gates!

The problem with using isotype controls (or unstained cells) to set gates
blindly is that many antigens do not should bimodal expression patterns that
are
either "on" or "off".  Many are expressed even on "negative" cells; and, the
brighter your reagent is, the more off of the bacgkround these cells will
be!

An excellent example of this is the expression of CD45RA on T cells.  In the
CD4
population, there are 2 reasonably distinct populations, RA+ and RA-.  In
the
CD8, there are also two populations, but the lower population expresses a
reasonable amount of CD45RA.  If you were to use an isotype or background
control to gate on CD45RA, you would include many of the "dim" population
(which
are memory cells) in the CD45RA+ gate (with which you are trying to select
naive
T cells).  Furthermore, the gate that you need to use to distinguish the
CD45RA
populations is very different for CD4 cells and for CD8 cells.

There is no easy solution to these problems.  Gating is an art, one which
requires considerable experience and knowledge of the system.  (Hence job
security for FlowJocks).  Blindly using isotype gates or background, or
blindly
using quadrant gates (because you are lazy) can only lead down the path
marked
"Artefact".

I do want to reiterate what Ray Hicks said:  Isotype controls can be a
valuable
tool for rooting out problems.  However, it is a rare problem that will be
solved with isotype controls.

mr


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