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BLOOD CELL AN OVERVIEW OF STUDIES IN HEMATOLOGY Edited by Terry E.

Moschandreou
Blood Cell An Overview of Studies in Hematology http://dx.doi.org/10.5772/2979 E
dited by Terry E. Moschandreou Contributors Gkhan Cce, Tahsin Murad Aktan, Mahmoud
Rafea, Serhiy Souchelnytskyi, Filip Cristia na, Zamosteanu Nina, Albu Elena, Am
breen Shaikh, Deepa Bhartiya, Moneer Faraj, Nihay a Salem, Junko Takahashi, Akik
o Takatsu, Masaki Misawa, Hitoshi Iwahashi, Osamu Hayashi, Karen A. Selz, Terry
E. Moschandreou, Youngchan Kim, Kyoohyun Kim, YongKeun Park , Hisham Mohamed, A.
B. Shrivastav, K.P. Singh, S. Druyan, Kikuji Yamashita, Clemen t E. Zeh, Collins
O. Odhiambo, Lisa A. Mills, Nuri Mamak, smail Aytekin Published by InTech Janeza
Trdine 9, 51000 Rijeka, Croatia Copyright 2012 InTech All chapters are Open Acc
ess distributed under the Creative Commons Attribution 3.0 license, which allows
users to download, copy and build upon published articles even for commercial p
urposes, as long as the author and publisher are properly credited, which ensur
es maximum dissemination and a wider impact of our publications. After this work
has been p ublished by InTech, authors have the right to republish it, in whole
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rsonal use of the work. Any republication, r eferencing or personal use of the w
ork must explicitly identify the original source. Notice Statements and opinions
expressed in the chapters are these of the individual co ntributors and not nec
essarily those of the editors or publisher. No responsibility is accepted for th
e accuracy of information contained in the published chapters. The publisher ass
umes no res ponsibility for any damage or injury to persons or property arising
out of the use of any materi als, instructions, methods or ideas contained in th
e book. Publishing Process Manager Sandra Bakic

Typesetting InTech Prepress, Novi Sad Cover InTech Design Team First published S
eptember, 2012 Printed in Croatia A free online edition of this book is availabl
e at www.intechopen.com Additional hard copies can be obtained from orders@intec
hopen.com Blood Cell An Overview of Studies in Hematology, Edited by Terry E. Mo
schandreou p. cm. ISBN 978-953-51-0753-8
Contents Preface IX Section 1 Main Concepts 1 Chapter 1 Platelets 3 Gkhan Cce and
Tahsin Murad Aktan Chapter 2 Rediscovering Red Blood Cells: Revealing Their Dyna
mic Antigens Store and Its Role in Health and Disease 13 Mahmoud Rafea and Serhi
y Souchelnytskyi Chapter 3 Homocysteine in Red Blood Cells Metabolism Pharmacolo
gical Approaches 31 Filip Cristiana, Zamosteanu Nina and Albu Elena Chapter 4 Pl
uripotent Stem Cells in Bone Marrow and Cord Blood 69 Ambreen Shaikh and Deepa B
hartiya Chapter 5 C-Reactive Protein 89 Moneer Faraj and Nihaya Salem Chapter 6
Whole Blood RNA Analysis, Aging and Disease 101 Junko Takahashi, Akiko Takatsu,
Masaki Misawa and Hitoshi Iwahashi Chapter 7 Proliferation and Differentiation o
f Hematopoietic Cells and Preservation of Immune Functions 119 Osamu Hayashi Cha
pter 8 Spontaneous Alternation Behavior in Human Neutrophils 147 Karen A. Selz C
hapter 9 RBC-ATP Theory of Regulation for Tissue Oxygenation-ATP Concentration M
odel 155 Terry E. Moschandreou VI Contents Section 2 Measurement of RBC Deformab
ility and Microfluidics Technology for Cell Separation 165 Chapter 10 Measuremen
t Techniques for Red Blood Cell Deformability: Recent Advances 167 Youngchan Kim
, Kyoohyun Kim and YongKeun Park Chapter 11 Use of Microfluidic Technology for C
ell Separation 195 Hisham Mohamed

Section 3 Applications in Haematology 227 Chapter 12 Tigers Blood: Haematologica


l and Biochemical Studies 229 A.B. Shrivastav and K.P. Singh Chapter 13 Ascites
Syndrome in Broiler Chickens A Physiological Syndrome Affected by Red Blood Cell
243 S. Druyan Chapter 14 The Effects of the Far-Infrared Ray (FIR) Energy Radia
tion on Living Body 271 Kikuji Yamashita Chapter 15 Laboratory Reference Interva
ls in Africa 303 Clement E. Zeh, Collins O. Odhiambo and Lisa A. Mills Chapter 1
6 Principles of Blood Transfusion 321 Nuri Mamak and smail Aytekin
Preface The editor has incorporated scientific contributions from a diverse gro
up of leading researchers in the field of hematology and related blood cell rese
arch. This boo k aims to provide an overview of current knowledge pertaining to
our understa nding of hematology. The main subject areas will include blood cell
morphology and functi on, the pathophysiology and genetics of hematological dis
orders and malignancies, bl ood testing and typing, and the processes governing
hematopoiesis. Blood cell physio logy, biochemistry and blood flow are covered i
n this book. This text is designed for hematologists, pathologists and laborator
y staff in tr aining and in practice. Topics include platelets, whole blood RNA
analysis, C-reac tive protein, pluripotent stem cells, proliferation and differe
ntiation of hematopoieti c cells, homocysteine in red blood cells metabolism: ph
armacological approaches, measurem ent techniques for red blood cells deformabil
ity, spontaneous alternation be haviour in human neutrophils, microfluidics tech
nology for cell separation, effects of far infrared radiation on living body, la
boratory reference intervals in Africa, RBC-ATP bioc hemistry and modelling, dyn
amics of RBC and antigens, transfusion principles, ha ematological and biochemic
al studies in tigers and ascites syndrome in broiler chickens. The work presente
d in this book will be of benefit to medical studen ts and to researchers of hem
atology and blood flow in the microcirculation. This book is w ritten primarily
for those who have some knowledge of chemistry, biochemistry and gener al hemato
logy. The authors of each section bring a strong clinical emphasis to the

book. I am greatly indebted to many individuals who helped in the preparati on o


f this book. Those whom I wish especially to thank for their help with this edit
ion include D rs. Dan Goldman and Khoa Nguyen. I am also indebted to Dr. Jiandi
Wan, who gave permissi on to use the referenced figure in the chapter contribute
d by the editor. I also wo uld like to thank all those who took the time to emai
l me offering helpful criti cisms and suggestions. This includes Ms. Sandra Baki
c, publishing process manager at InTec h. Dr. Terry E. Moschandreou University o
f Western Ontario, Middlesex College, London, Ontario, Canada Section 1
Main Concepts
Chapter 1
2012Cce and Aktan, licensee InTech. This is an open access chapter distributed un
der the terms of the Creative Commons Attribution License (http://creativecommo
ns.org/licenses/by/3.0 ), which permits unrestricted use, distribution, and repr
oduction in any medium, provided the ori ginal work is properly cited. Platelets
Gkhan Cce and Tahsin Murad Aktan Additional information is available at the end o
f the chapter http://dx.doi.org/10.5772/50969 1. Introduction General informatio
n about platelets, origin of plateletes and granule c ontents of platelets were
summarized. 2. Platelets These cell fragments are morphologically small scale bu
t functionally v ital under life threatening conditions (1). They originate from
megakaryocytes located mainly in the bone marrow, found in circulating blood an
d stored in spleen (2). Platelets dont conta in a nuclei and during their inactiv
e state they have a discoid morphology with a diameter of 2-4 micrometer (3, 4).
But whenever they are active they can change their morphology very rapidly to a
n irregular branched spread form (5). Currently platelets are being used at wide
spread clinic treatments from cosmetic needs to supporting insufficient heart (
6

, 7). 2.1. Development of Platelets It is not exactly explained how platelets or


iginate from megakaryocytes . There are several models to explain formation of p
latelets. Megakaryocytes seem to locate as triple form. With their VEGF secretio
n capacity they hold vessel endothelial cells close to themselves (8). The most
scientifically accept ed three models are mentioned as, 1. Simply blebbing from
the cell membrane of megakaryocytes (1). 2. In megakaryocytes there are special
cell fields defined as Demarcati on Membrane System where granules of platelets co
ndense and fragments break away (9). 3. The most popular theory seems to be Propl
atelet Formation. Here mega karyocytes have long thin branch like extensions at t
he blood circulating site o f blood vessels of Blood Cell An Overview of Studies
in Hematology 4 bone marrow and on these branches there are uprising small bodi
es where by the h elp of blood shear force platelets enter directly to circulati
ng blood stream. It wa s suggested that the concept of platelet like bodies aris
e from pseudopods of Meg akaryocytes, the forming platelets were named as proplat
elet (10).
Figure 1. Megakaryocyte branches with Platelet Buds (PB) are seen. Proplatelets
are released as Dumbell shaped bodies. This image is referenced from Hartwig and
Italiano 2003 ( Thanks for the kind permission of John Wiley and Sons to use th
is image) (11) . Kinetics of platelets; they have a life span as 7-10 days and i
n 1 liter human blood it is estimated that there are 150-400X10 9 platelets so f
or a balanced number they are formed 15X10 9 -40X10 9 daily. Megakaryocytes loca
ted in the bone marrow sinusoids form a barrier to other bone marrow cells, it f
orms a physical barrier preventing di rect contact to blood circulation. But the
re are canallicular openings in megakaryocyte membrane which permits cell migrat
ion to other cells to enter blood stream; this is named as Emperipoles is (8). Pla
telets 5 These small cell fragments have complex properties; 2 cytoplasmic regio
ns can be seen in platelets 1. Hyalomere: The light blue homogeneous region of
the peripheral cyto plasm is called Hyalomere. Hyalomere includes cytoplasmic fi
laments and circumferential microtub

ule bundle under the cell membrane. These elements of the cytoskeleton pro vide
the movement and the protection of the platelets shapes. 2. Granulomere (Chromome
re): This is the central region and tight area . It is ranging in color from blu
e to purple-staining. Granulomere includes small Golgi complex, sm ooth endoplas
mic reticulum, lysosome, scattered granules surrounded by a membrane and a varie
ty of mitochondria (4). Platelets have a simple appearance but carry very comple
x functional p roperties. By dividing this simple cell fragment to four regions
helps for a better understanding of the functions of platelets. 1. Peripheral Zo
ne: This region is composed from unit membrane with open canalicular system. Thr
ee p arts are defined as; a. Exterior outer layer: This is a glycocalix membrane
with 10-20 nm thickness and thicker than the other blood cells, rich from glyco
proteins that are mainly receptors for cell-cell and cell-vessel interactions(1,
8). b. Platelet Unit Membrane: Platelet unit membrane has some similarities and
appearance with other unit membranes of cells, it is composed from bilipid laye
r rich of phospholipids (12 ), it can distribute molecules according to phsico-c
hemical properties for passing the mem brane. The membrane has anionic and catio
nic pumps. Platelet unit membrane is an import ant catalyst for liquid phase coa
gulation. c. Submembrane Zone: Just located under the unit membrane a layer comp
osed of microflament network. T his network is anatomically and functionally rel
ated to membrane glycoprotei ns and cytoplasmic filament system. 2. Sol-Jel Zone
: This is cytoplasm corresponding part of the cellular fragment, platelet. It is
i n soluble or gel phase according to changes of polymerization of the filament
s; act in and microtubules(1). Just under the submembrane zone there are microtu
bules forming a perip heral ring which helps platelet to maintain its discoid sh
ape in inactive form. When activated, the microtubules surround the organelles a
nd with the contribution of other filaments (13), the organelles are tightly con
tracted. During silent form only 3 0-40 % of actin filaments are polymerized, wh
en platelets are activated the polymerized amount increases(1).

Blood Cell An Overview of Studies in Hematology 6 3. Organel Zone: This is the z


one where granules, peroxisomes, lysosomes and mitochondrias are localized. There ar
e enzymes, adenine nucleotids, calcium, serotonin and many other proteins in thi
s region (1). 4. Membrane Zone There is a distinguishing feature of platelets th
at their plasma membrane contai ns wide spread invaginations that forms a networ
k inside platelet. Finally with pore openings the inner network is directly in c
ontact with outer zone. This system is named a s open canallicular system (OCS) an
d with this system an extensive amount of surface area stays as potential in sil
ent state. With this system also platelet ga ins a large area for molecular traf
ficking. A second canal system is composed from endoplasmic reticu lum networks
and named as Dense Tubular System (DTS). Here in DTS many enz ymes and calcium ion
s that are important for activation are located. DTS i s not directly connected
to outer membrane (1, 14) but has close connections with OC S. These two systems
actively exchange molecules (1). The granulles have diameters ranging between 2
00 to 500 nm and they are found as spherical or oval structures (15). There are
3 types of granules in platelets, Alfa Granules, Dense granules, lysosomes. Alph
a granules are most prominent in terms of material content and majority. These g
ranules include inflammatory molec ules, cytokines, cell-activating molecules, p
roteins, Growth Factors, adhesion molecules, integrins and other proteins These
granules are filled by megakaryocytes (3). 3. Alpha granules It is widely accept
ed that these granules come from the budding of t rans golgi apparatus organel o
f megakaryocytes (16, 17). These are 200-400 nm diameter granules widespread in
the cytoplasm (16 ) which gives the granular appearance in Romanoski stained sme
ar preparations, each platel et contains around 50-80 of these granules. The con
tent of granules is very diverse; a brief list is given in table 1 (14, 18, 19,
20, 21). When platelets are activated these alpha granules fuse with each other
, OCS and plasma membrane. The secretion of alpha granules is mediated by some p
roteins (such as SNARE) and membrane lipids (19). The secretions effect platelet
and cells in the environment (such as endothelial, leukocytes) for migration, a
dhesion and proliferation(14). A rare syndrome named as Gray Thrombocyte Syndrom
e (GTS) is both invo lved with the quantity and quality of platelets which cases
susceptibility for bleeding. In GT

S the proteins synthesized by megakaryocytes are abnormal and dont enter platelet
s as they do in normal individuals and additionally the endocytotic mechanisms d
ont work properl y. As a result the secretions spread to bone marrow and a fibros
is forms (miyelofibrozis)(22, 2 3). Platelets 7 Thrombospondin P-selectin platel
et factor 4 beta thromboglobulinler Factors V, XI, XIII fibrinogen von Willebran
d factor fibronectin vitronectin high molecular weight complexes kininogen chemo
kines mitogenic growth factors (platelet-derived growth factor) vascular endothe
lial growth factor TGF-beta Table 1. Some main components of alpha granules. 4.
Dense granules These are smaller granules with 150 nm diameter (24), because of
the calcium and phosphate content there image seems dense under electron microsc
opic (E M) observation (21, 25). Each platelet contains 3-8 of these granules (1
4). The components of d ense granules are briefly given in Table 2 (10, 14, 19,
20). Ca Mg P pyrophosphate Nucleotides ATP, GTP, ADP, GDP Membrane proteins CD63
(granulophysin) LAMP 2 Serotonin GPIb, GPIIb/IIIa P-Selectin Histamine Epinephr
ine Table 2. Some main components of dense granules. In activated platelet these
granules fuse with plasma membrane and expel their i ngredients to their enviro
nment which causes other platelets to aggregate and a local vasoconstriction (es
pecially by serotonin) in the involved vessels. Also the ADP content is a very i
mportant participant for homeostasis (14). The importance of the components of d
ense granules for homeostasis is recognized when the diseases of the deficiency
of dense granules was defined as Herma nsky-Pudlak Blood Cell An Overview of Stu
dies in Hematology 8 Syndrome (26, 27, 28) and Chediak Higashi Syndrome. s stopp
age of In both syndrome

bleeding is defective based on the impairment in dense granules (14). 5. Lysosom


es They have a diameter of 200-250 nm which places them to middle size granule (
14). They cant be distinguished from alpha granules under EM observation because
of the sim ilarities in dense electron appearance. By the content of acid phosph
ates and a rylsulphates cytochemical staining techniques can effectively disting
uish lysosomes from alph a granules. In an activated platelet they expel their c
ontents to environment as the other two granules by membrane fusing mechanisms.
The difference for lysosomes to be involved in ac tivation is that they need a m
ore potent stimulus. The role of lysosomal components in ho meostasis is not wel
l understood as the other granules contribution. They are i nvolved in thrombus
formation and extracellular matrix remodeling (8). It seems that lysosomes in pl
atelets dont have any distinguished featur es, they share the common features wit
h other cells lysosomes (29). The components of dense granules are briefly given
in Table 3 (8, 18, 30, 31, 32 ). Figure 2. M: Mitochondria, G: lf -gr nules, DG
: dense gr nules, Gly: glycogen p rticles nd OCS: open c n licul r system. The
morphology c n be seen in equ tori l section of h um n pl telet. This im ge i
s referenced from Zufferey 2011 (Th nks for the kind permission of John W iley
nd Sons to use this im ge)(33). Pl telets 9 PF3 Acid phosph t se Glucose-6 phosp
h t se Ar binosid se N-Acetyl-g l ctosominid se ATP = denosine triphosph te TGF
CD63 C thepsin lysosom l membr ne proteins (LAMP-1, LAMP-2) cid hydrol ses c t
hepsins T ble 3. Some m in components of pl telet lysosomes 6. Autologous pl tel
et rich pl sm (PRP) The pplic tion of growth f ctors in medic l pr ctice is on
e of the re s where b sic clinic l rese rch h s focused its ttention but there
re m ny problems ssoci ted with their loc l dministr tion. For ex mple, rec
ombin nt hum n growth f ctors re not cost effec tive, they h ve limited shelf l
ife, nd ineffectively delivered to t rget cells
nd in ddition, to get effici
ent ther py, l rge doses re needed. The use of utologous pl te

lets concentr tes for tissue regener tion nd wound he ling h s now become n l
tern tive e sy nd che p w y to obt in high concentr tions of these growth f ct
ors (34). The utologous blood collected from
p tient just before surgery c n
be prep red s pl telet concentr tes, pl telet-rich pl sm (PRP) nd pl telet ge
l for the tre t ment the p tient specific lly needs (35). These forms re prep r
ed by gr dient density centrifug tion techniques to obt in high (x5) concentr ti
on of pl telets (36). This utologous concentr tion includes l rge mount of g
rowth f ctors, especi lly PRP is n e sy nd inexpensive technique to cceler te
the wound he ling (37). This quite new field is open for rese rch, there re
lot of techn iques still under development st ge such s pl telet gels c n be ob
t ined by dding thrombin to u tologous pl telet-rich pl sm . The initi tion of
fibrin polymeriz tion nd the r ele se of pl telets f ctors nd cytokines c n b
e chieved by the specific ctiv tors such s thrombin, gl ss, freeze-th w cycle
to pl telet-rich pl sm depending on wh t is required during t he surgery (35).
In spite of the distinct fe tures of pl telet-rich pl sm (PRP) nd its use by
d ifferent fields of medicine, no dverse re ctions were documented until now(38
, 39, 40, 41). Blood Cell An Overview of Studies in Hem tology 10 Author det ils
Gkh n Cce * nd T hsin Mur d Akt n Dep rment of Histology nd Embryology, F culty
of Mer m Medicine University of K ony Necmettin Erb k n, Turkey 7. References
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7-845. [41] Snchez M, Anitu E, Azofr J, Aguirre JJ, Andi I. Intr - rticul r in
jection of n utologous prep r tion rich in growth f ctors for the tre tment of
kne e OA: retrospective cohort study. Clin Exp Rheum tol. 2008;26(5):910-913.
Ch pter 2
2012 R fe nd Souchelnytskyi, licensee InTech. This is n open ccess ch pter d
istributed under the terms of the Cre tive Commons Attribution License (http://
cre tivecommons.org/li censes/by/3.0), which permits unrestricted use, distribut
ion, nd reproduction in ny medium, provided the origin l work is properly cite
d. Rediscovering Red Blood Cells: Reve ling Their Dyn mic Antigens Store nd Its
Role in He lth nd Dise se M hmoud R fe nd Serhiy Souchelnytskyi Addition l i
nform tion is v il ble t the end of the ch pter http://dx.doi.org/10.5772/4859
3 1. Introduction The only identifi ble function of Red Blood Cells (RBC) is the
delive ry of Oxygen. In m mm ls, RBC is
unique cell bec use: It does not h ve
cellul r org nelles like ny other cells in the body. It h s
very especi l pr
otein: Hemoglobin which pl ys the role of c rrying Oxygen to tissues nd c rries
b ck c rbon dioxide to lungs. It h s very especi l cell membr ne which c rrie
s number of blood groups nt igens systems. Their functions include tr nsportin
g other proteins nd molecules into nd out

of the cell, m int ining cell structure, tt ching to other cells nd molecules,
nd p rticip ting in chemic l re ctions [1]. Those systems re genetic lly cont
rolled with blood groups determining genes. The work described in this ch pter i
s b sed on the function c rried out by the c ell membr ne ntigens which re tr
nsporting other proteins nd molecules into nd out of the cell. The question is
wh t re those proteins th t re tr nsported? In f ct, th is question identifie
s the knowledge g p bout RBC role in he lth nd dise se. In the next sect ion,
some hypotheses will be inducted nd deduced through n lysis of v il ble b ckg
round knowledge. The experiments th t c n proof those hypotheses re described i
n section 3 . This is followed by describing
theory bout the role of RBC in h
e lth nd dise se b se d on the proved hypotheses nd how we c n benefit from th
is theory in di gnosing nd tre ting of p tients. 2. Knowledge n lysis nd hypo
theses induction B sic lly, when n ntigen is introduced into body, the immun
e syst em (IS) does either one of two re ctions: immune toler nce (IT) or immune
response (IR). IT-re ction is never Blood Cell An Overview of Studies in Hem to
logy 14 bsolute [2]. It is usu lly ccomp nied by we k IR. In norm l IR, one
c nnot identify if there is degree of IT, bec use there is no defined l bor to
ry method/test th t c n me sure the degree of IT. Me nwhile, by logic l implic t
ion, some degree of IT should ex ist with the norm l IR. This ent ils th t there
is n equiv lence rel tion between IT nd IR. Hypothesis I: There is no bsolut
e immune toler nce, if nd only if there is no bsolute immune response In centr
l IT, imm ture self-re ctive T lymphocytes recognize ntigens in the thymus nd
undergo neg tive selection (deletion) [3]. Consequently, in norm l IR
g inst
p rticul r ntigen, me suring the concentr tion of this ntigen in the thymus
c n be correl ted to the degree of the ccomp nied IT. The tr nsport mech nism
of ntigens to the thymus is critic l issue bec use of the rem rk ble c p city
of IS which c n recognize ny ntigen [4]. In [5], uthors cl im th t Dendritic
Cells (DCs) h ve sever l function s, not only, in inn te nd d ptive immunity,
but lso there is incre sing evidence th t DCs in situ induce ntigen specific
unresponsiveness or toler nce in centr l lymphoid org n s nd in the periphery.
The evidence th t DCs tr nsport ntigens to thymus in centr l toler n ce is very
we k while the evidence th t DCs h ve role in peripher l toler nce is more cce
pt ble b sed on the review rticle [6]. In conclusion RBC m y be vehicles w

hich tr nsport self ntigens to induce centr l IT. The role of RBC in tr nsporti
ng ntigens h s not been investig ted be fore. If RBC re c p ble of ntigen tr
nsport to induce IT, this will unveil import nt knowledge. For inst nce, in hemo
lytic dise se of fetus nd newborn (HDFN), m tern l
nti D llo ntibody nd fet
o-m tern l ABO incomp tibility re the two m jor c uses of HDFN, Me nwhil e, wit
h the implement tion of Rhesus D immunoprophyl xis, hemolytic dise se due to ABO
incomp tibility nd other llo ntibodies h ve now emerged s m jor c us es of t
his condition. [7]. In pregn ncy, most of delivered inf nts re norm l when ther
e is no nti D llo ntibody which me ns th t there is n efficient mech nism th
t c n h ndle the other incom p tibilities. The mech nisms expl ined in liter tur
e expl in why ABO incomp tibilities , only, do not occur [8], [9] nd [10], but
these mech nisms do not expl in why tho se incomp tibilities occur. The mech nis
m m y be b sed on tr pping those ntibodies in pl cent throu gh RBC c tering of
ABO nd other incomp tible blood groups ntigens. Consequen tly, the occurrence
of HDFN m y be due to depletion of those ntigens store from RBC. Also , if this
RBC tr nsport function is the mech nism
body toler tes his self ntigens, thi
s will expl in how pregn nt wom n is ble to toler te her fetus nd pl cent ,
ss uming th t they re p rt of self. Hypothesis II: RBC hide ntigens to tr nsp
ort them to t rget org ns. From these hypotheses I & II, if RBC pl y role in nt
igen tr nsport, one c n ded uce th t in ny m mm l, blood circul ting ntibodies
g inst self nd foreign, either ntigens o r tolergens, will re ct with hemoly
s te. Rediscovering Red Blood Cells: Reve ling Their Dyn mic Antigens Store nd
Its Ro le in He lth nd Dise se 15 Hypothesis III: There is n injection functio
n (one-to-one) between cir cul ting ntibodies nd RBC s hemolys te ntigens. To
proof th t RBC h ve role in immune re ctions (IR nd IT), one need to proof t h
t there is n inverse correl tion between ntibodies concentr tion in pl sm n
d ntigens concentr tion in RBC. Hypothesis IV: In immune response, ntibodies
concentr tion in pl sm
g inst
p rticul r ntigen in hemolys te is higher th
n this ntigen concentr tion in hem olys te. Me nwhile, in immune toler nce, n
tibodies concentr tion in pl sm g inst
p rticul r ntigen in hemolys te is
lower th n this ntigen concentr tion in hemolys te. It should be rem rked th t
Hum ns expressing defective form of the tr nscription f ctor

AIRE ( utoimmune regul tor) develop multi-org n utoimmune dise se ( utoi mmune
polyendocrinop thy syndrome type 1) [11]. Liston et ll [12] prove th t this u
toimmune syndrome is c used by f ilure of speci lized mech nism for deleting f
orbidden T cell clones, est blishing centr l role for this toler nce mech nism
. 3. Experiments The methodology pplied will demonstr te the existence of p rti
cul r se lf tolerogens nd p rticul r foreign ntigens in RBC (Hypothesis I & II
) nd show th t innumer ble ntigens exist in RBC which re ct with innumer ble
ntibodies th t exist in pl sm . This p rti lly proves th t RBC pl y role in i
mmune re ction. To proof Hypothesis IV, it will be demonstr ted th t the concent
r tion of foreign ntigens in RBC v ries by time in rel tion to IR known beh vio
r. The experiments done re the following: 1. RBC of pregn nt fem les tr nsport
m le spouse ABO blood group ntigens 2. RBC of pregn nt fem les tr nsport m le s
pouse HLA ntigens 3. RBC tr nsport self HLA ntigens 4. RBC tr nsport self Tiss
ue Specific Antigens (TSAs). 5. RBC hemolys te ntigens re precipit ted by pl s
m obt ined from the s me in dividu l nd cross re cted with pl sm from differe
nt individu ls. 6. RBC tr nsport b cteri l ntigens. 7. RBC ntigens nd pl sm
ntibodies concentr tion v ry with time. 3.1. M teri ls for experiments 1, 2, n
d 3 Couples th t h ve children, pregn nt fem les, nd single fem les were select
ed from rel tives nd friends. The purpose of the experiments w s expl ined to t
hem. Not ll the combin tions could be found, fter blood grouping. The combin t
ions presented, i n T ble-1, were used to conduct the experiments. Blood s mples
were t ken on hep rin. Some of the blood s mples were used to prep re RBC nd
pl sm nd the rest w s used to prep re lymphocytes using the Ficoll hyp que tec
hnique [13]. Blood Cell An Overview of Studies in Hem tology 16 RBC were w shed
sever l times using phosph te buffer s line (PBS). The m le RBC were divided int
o two tubes. The first tube w s divided into sm ll liquot s th t were frozen to
rupture RBC. The second tube w s used to prep re 5% suspension. The fem le RB
C were divided into sm ll liquots th t were frozen to rupture RBC. Notice t h t
we do not need fem le int ct-RBC. Fem le ABO group M le ABO group O A O B O AB
A O A B B A O (SINGLE) T ble 1. The ABO blood groups of couples used in the expe
riments

3.2. RBC of pregn nt fem les tr nsport m le spouse ABO ntigens To test RBC tr n
sport of m le spouse ABO ntigens,
technique b sed on competitive inhibition o
f RBC gglutin tion w s followed. If the hemolys te cont in s ABO specific ntig
ens, then those ntigens will compete with RBC nd prevent their gglutin t ion.
Figure 1 illustr tes schem tic description of the experiment. Method The expe
riment w s performed, for e ch couple, s follows: In positive control tubes whi
ch represent lso reference tubes for comp rison w ith test tubes, seri l diluti
ons (up to 1/128) of fem le spouse pl sm were m de using norm l s line. A drop
of m le spouse s hemolys te w s dded before dding his RBCs suspension. In te
st tubes, seri l dilutions of the fem le spouse s pl sm were m de using norm l
s line. A drop of the fem le spouse s hemolys te w s dded before dd ing dro
p of her m le spouse s RBC suspension. Results Whenever there is ABO incomp tibi
lity nd the m le spouse is not O, g glutin tion w s inhibited by the fem le spou
se hemolys te nd w s not inhibited by m le spouse hemolys te. In most c ses,
gglutin tion w s inhibited in the first tu be. However, gglutin tion w s never
observed in subsequent tubes. The single virgin fem le R BC do not cont in ny A
BO ntigens. 3.3. RBC of pregn nt fem les tr nsport m le spouse HLA ntigens Thi
s experiment w s performed using commerci l HLA Typing Tr ys for the identifi c
tion nd definition of HLA Cl ss I Antigens using the microlymphocytotoxicit y
ss y [14]. It is Rediscovering Red Blood Cells: Reve ling Their Dyn mic Antigens
Store nd Its Ro le in He lth nd Dise se 17 lso b sed on competitive inhibiti
on. Consequently, if typing wells th t show positive re ction were inhibited in
corresponding testing wells by dding hemoly s te, this proves the existence of
specific competing ntigens. Figure 2 illustr te the experiment steps. Figure 1
. Schem tic dr wing of ABO ntigen tr nsport experiment, the upper p rt shows ho
w the reference positive control is conducted, while the lower p rt shows how th
e test is conducted. Figure 2. Re-typing of pete with his lymphocytes Method Fir
st, e ch couple w s A hemolys te from sitive control should give positive m le s
pouse but using his fem le spouse hemolys te to com
HLA typed, nd then the following w s done: third person w s dded to control
wells. The po re ction. In this w y, we excluded inherent error

s or non-specific re ction. Fem le spouse hemolys te (diluted 1/16) w s dded to


typing wells Eosin Dye Blood Ter s ki pl te cont ining nti HLA Cl ss I ntibod
ies Lymphocytes Compleme Extr ct RBC Hemolys t Prep re Blood Cell An Overview of
Studies in Hem tology 18 M le spouse lymphocytes w s dded nd followed by the
complement nd eosin dye s usu l. Wells th t g ve positive re ction in typing w
ere ex mined by contr st microscop e. Results It w s observed th t fem le spouse
hemolys te inhibited the typing re ction whil e the third person hemolys te did
not. This indic tes the existence of m le spouse HLA ntigens in fem le spouse
hemolys te. 3.4. RBC tr nsport self HLA ntigens This experiment is simil r to t
he previous one. The only difference i s the use of the m les own hemolys te inst
e d of his fem les spouse hemolys te. It w s observe d th t m le hemolys te inh
ibited the typing re ction of his lymphocytes indic ting the exist ence of self
HLA ntigens. 3.5. RBC tr nsport Tissue Specific Antigens (TSAs) If RBC tr nspor
t ntigens to centr l org ns of the immune system to induce toler nce, then RBC
will definitely tr nsport TSAs. Otherwise this tr nsport function h s nothin g
to do with toler nce. Consequently, the objective of this experiment w s to demo
nstr te th t ntibodies g inst TSAs c n be prep red through injecting RBC of w
hite mice into r bbits. Figure 3 illustr tes the experiment. Figure 3. Prep ring
ntibodies g inst white mice TSAs in r bbit M teri ls A number of white mice w
ere sl ughtered to collect their blood on sodium citr te nd their org ns (liver
, kidney nd spleen) were preserved on 10 % form lin. The sep r ted RBC were Pre
p re Apply RBC Antiserum Fluorescent Anti R bbit Ig Inject Mouse Tissue sections
Add

Prep re Rediscovering Red Blood Cells: Reve ling Their Dyn mic Antigens Store n
d Its Ro le in He lth nd Dise se 19 w shed m ny times with sodium citr te nd t
hen diluted with 3% formol-s line to kill ny b cteri l cont min tion. An ordin
ry r bbit w s selected to prep re the ntibodi es. Method: A r bbit w s injected
subcut neously with one ml of white mice RBC for four tim es on weekly interv l
s. Blood w s collected from e r-vein fter 35 d ys from the first injection. The
serum w s ex mined for ntibodies g inst mice RBC using direct gglutin tion s
lide test. The serum w s ex mined for ntibodies g inst TSAs of white mice (liv
er, kidney nd spleen) using the s ndwich technique in histo-p thology sections.
Results: All sections showed florescence. Figure 4 illustr tes some of the hist
op thology sections t ken from white mouses org ns. Figure 4. Histop thology s
ections from white mouses org ns ex mined by floresce nt microscope showing flo
rescence due to ntigen- ntibody re ction, A: kidney tissue, B: liver , nd C: s
pleen. 3.6. RBC hemolys te ntigens re precipit ted by pl sm Ouchterlony immun
o-precipit tion test of norm l serum g inst self nd other norm l hemolys te w
s conducted, Figure 5( ). We confirmed this finding by us ing Western Blot techn
ique, nd showed th t serum from one individu l recognized ntigen s in hemolys
te from two norm l persons, Figure 5(b). Further confirm tion w s obt ined by us
ing twodimension l gel electrophoresis (2-DE) of co-immunoprecipit ted hemolys t
e ntigens using self-serum, Figure 5(c). Notice th t the number of the immune-p
recipit ted ntigens is numerous nd m ny spots were enriched by immune-precipit
tion bec use t hose ntigens were not detected in 2-DE gel of hemolys te, Figur
e 5(d). Antigenicity of the sep r ted proteins w s confirmed by immune-blotting
proteins sep r ted by 2-DE with the s me selfserum, Figure 5(e). This excluded
co-precipit tion of non- ntigens, s they would not be detected in immune-blotti
ng. 3.7. RBC tr nsport b cteri l ntigens As TB is
priority dise se, trying to
find Mycob cterium tuberculosis b cilli protein ntigens (MTPAs) in TB-p tient
hemolys te w s conducted through 2D electrophores is, nd Blood Cell An Overview
of Studies in Hem tology 20 then identifying gel spots with m ss spectrometry.
Fortun tely, we discovered f our MTPAs. This motiv ted us to do the experiments
of the next section to ident

ify more MTPAs in hemolys te of TB p tients. Identifying MTPAs in TB p tients he


molys te The go l is to find the set of ntigens, in TB p tients hemolys te, whic
h is rel ted to Mycob cterium tuberculosis b cilli. The ppro ch t ken follows t
he follo wing steps Figure 6: 1. The study resources re: [A] P tients [B] Mycob
cterium tuberculosis (H37Rv) 2. For e ch p tient: Collect blood s mple on ntic
o gul nt (step 1) Sep r te RBC nd w sh m ny times with s line (step 2) 3. Hemol
ys te [C] is prep red by rupturing RBC with low isotonic solu tion which is the
binding buffer in ffinity chrom togr phy 4. Prep re hyper immune serum for M. t
uberculosis (step 3) 5. Purify ntibodies using Protein A Seph rose be ds (step
4) 6. The purified ntibodies re then used to sep r te ntigens from hemolys te
( step 5) 7. The dise se rel ted ntigens re identified using in gel trypsin d
igestion nd MALDI TOF m ss spectrometry (step 6) Figure 5. Detection of innume
r ble ntigens in Red Blood Cells. ( ) Ouchterlony test showing serum of norm l
g inst hemolys te of self nd others (b) Western Blot using two norm l h emolys
te propped with serum of one of them (c) Silver st in of 2-DE of immune-precipi
t ted hemoly s te ntigens (d) Silver st in of 2D electrophoresis of hemolys te
(e) Western Blot of 2-DE o f hemolys te propped with serum. 3.8. RBC ntigens n
d pl sm ntibodies concentr tion v ry with time The objective of this experimen
t is to investig te the dyn mics of foreign ntig ens in RBC. In effect, ntibod
ies re t ken t one inst nce of time, while RBC re t ken t different inst nce
s. Rediscovering Red Blood Cells: Reve ling Their Dyn mic Antigens Store nd Its
Ro le in He lth nd Dise se 21 Figure 6. Flowch rt depicting the resources nd
steps for identific tion of hemo lys te ntigens rel ted to Mycob cterium tuberc
ulosis (H37Rv) Figure 7. Precipit ted Antigens sep r ted using 2D electrophoresi
s Gel M teri ls B cteri : Escherichi coli O157:H7 str in 1 w s inocul ted onto
SMAC g r (Oxoid). Colonies were tested by E. coli O157 l tex kit (Oxoid DR 620)
nd c onfirmed biochemic lly. A single colony of E. coli b cteri l growth from
the pl te w s in ocul ted into Br in he rt infusion broth (Oxoid) nd incub ted
overnight t 37 C nd djusted

to concentr tion of pproxim tely 10 10 CFU. Anim ls: 1. A r bbit 2. A b l di


sheep between 8 to10 months. The r bbit nd sheep were tested serologic lly, to
be neg tive, for Escherichi coli O157:H7. Methods: The first experiment method
w s done s follows, Figure 8: 1. R bbits were v ccin ted by Escherichi coli. R
bbits were injected subcut ne ously with one ml on weekly b sis for three weeks
. 2. Blood w s collected from the e r-vein fter 21 d ys from the first injectio
n . 1 This str in is kindly provided by the serology dep rtment, Anim l He lth R
ese r ch Institute (AHRI), Giz , Egypt. Blood Cell An Overview of Studies in Hem
tology 22 3. R bbits ser were sep r ted nd ex mined for ntibodies g inst E.
coli O157 using direct b cteri slide gglutin tion test. 4. A sheep w s infect
ed by or l dministr tion of b cteri l suspension. 5. Red blood cells were prep
red from nti-co gul ted sheep blood collected t 0 time (i.e., before inocul ti
on), 1 st week, 2 nd week, nd 3 rd week. The collected blood w s C for 25 minut
es t 1170 g. Pl sm nd Buffy co t centrifuged t 4 from e ch s mple were remov
ed. RBC were w shed twice in norm l s line solution by centrifug tion t 4 C for
5 minutes t 2000 g, nd then re-suspended in Tris/S line buffe r pH 7.5 nd su
bjected to lyses by freezing. 6. Nobel g r 1% in Tris/S line w s used s supp
ortive medi for ntigen- ntibody precipit tion, where the centr l well cont ine
d r bbit serum nd periph er l wells cont ined sheep RBC hemolys te. Results The
r bbit serum showed high titer (1/160) of ntibodies g inst E. c oli. Antigens
of E. coli could be precipit ted from sheep RBC of the 1 st nd 2 nd week fter
infection, only, Figure 9. Figure 8. Prep ring Antibodies g inst b cteri nd
prep ring RBC c rrying ntig ens of this b cteri . The purpose is to precipit te
B cteri ntigens from RBC of infected nim ls usi ng the prep red

ntibodies g inst those ntigens. Figure 9. Illustr tes the dyn mics of RBCs nt
igens Infect Infect Antiserum Detect ntibodies g inst E. coli RBC Centr l well
: R bbit ntiserum Well 1: Sheeps RBC before infection Well 2: Sheeps RBC 1 st wee
k fter infection Well 3: Sheeps RBC 2 nd week fter infection Well 4: Sheeps RBC
3 rd week fter infection Rediscovering Red Blood Cells: Reve ling Their Dyn mic
Antigens Store nd Its Ro le in He lth nd Dise se 23 4. The role of RBC ntige
ns tr nsport in he lth nd dise se The RBC tr nsport function m int ins toler nc
e to self ntigens. This function is exploited positively to protect fetus fro
m the immune system tt ck using the s me mech nism of protecting the self. In e
ffect, fetus, which is n llogr ft, is considered p rt of self. In hum ns n
d nim ls, not ll microorg nisms re c p ble of c using dise se. Some of those
microorg nisms re equipped with the m chinery th t c n overcome biologic l b rr
iers nd c n c use dise se in nim ls but not in hum ns nd vice vers [15]. The
role of RBC ntigens tr nsport in inducing toler nce to self- ntigens is
fe
ture th t c n be considered s security-hole, s inv ders c n exploit this pro
cess to esc pe from the response of the immune system by disguising themselves
s self. Tumors nd p r s ites re neg tive ex mples. Notice th t this mech nism
of toler nce induction does not contr dict with ll wh t we know bout toler nce
. Further, it expl ins the documented properties of toler nce. For inst nce, som
e of the properties th t c n be expl ined re: Artifici lly induced toler nce is
of finite dur tion bec use ntigen stores get depleted. Toler nce to self ntig
ens is
process th t continues throughout life but begi ns during fet l develop
ment bec use RBC re tr nsporting self ntigens ll the time. Notice th t the di
scovered function of RBC fills g p in the underst nding of t oler nce. P rt of
this g p c n be expressed in the following questions: 1. Why soluble ntigens
dministered intr venously f vor toler nce while p rticul te ntigens injected in
to the skin f vor immunity. 2. Why ingested l rge doses of soluble proteins indu
ce systemic T lym

phocyte toler nce, where s the components of v ccines such s the S bin polio v
ccine induce n eff ective loc l immune response. 3. Why toler nce is e sier to
induce in pren t l r ther th n postn t l life. Answer of Question 1 nd 2: RBC c
n e sily bsorb soluble ntigens t hrough pinocytosis while
p rticul te ntig
en needs receptor sites on RBC in order to be bsorbed, which is the RBC membr n
e ntigens function. Notice th t the prob bility th t the i mmune system will re
ct to some processed ntigens still exists. Th t is why the dose of ntigens pl
ys n import nt role. As f r s there re enough stores of ntigens in RBC , th
ey re effectively toler ted. Answer of Question 3: If ntigens re introduced t
o fetus while the immune sys tem is still inc p ble of respond, there is goo
d ch nce for those ntigens to b e processed by the Antigen-Presenting-Cells (AP
C) nd then bsorbed by RBC. When m ture ly mphocytes production st rts, l ter i
n life, ntigen stores of RBC re used to induce toler nce. This m y expl in wh
y toler nce is e sier to induce in pren t l life. Further,
p thogenesis mech n
ism of some utoimmune dise se c n be postul ted. If RBC ntigen-tr nsport funct
ion is imp ired for
p rticul r self- ntigen, fo r some re son, the Blood Cell
An Overview of Studies in Hem tology 24 toler nce to th t ntigen will eventu ll
y v nish. Consequently, n uto immune response will be provoked to th t ntigen
nd utoimmune dise se is est blished. 5. How this RBC ntigens tr nsport funct
ion c n be exploited This observed RBC ntigens tr nsport function cre tes n n
tigens store. This store c n be exploited in m ny directions. The proposed direct
ion is to exploit fun ction l proteomics ppro ch [16] with the following three
cruci l spects of the experiment l desig n to produce products which re mong
di gnostic kits, v ccines or tre tment components: 1. The str tegy used for the
selection, purific tion nd prep r tion o f the ntigens to be n lyzed by m ss
spectrometry 2. The type of m ss spectrometer used nd the type of d t to be ob
t ined from it 3. The method used for the interpret tion of the m ss spectrometr
y d t nd the se rch engine used for the identific tion of the proteins in the
different types of seq uence d t b nks v il ble The im of this ppro ch is t
o identify ntigens which re relev nt to p rticul r disorder. 5.1. Direct pp
ro ch for products development This ppro ch is b sed on using
subset of ntib
odies which re specific g ins t subset of ntigens of p rticul r dise se t
o en ble the use of those ntibodie s nd those ntigens in

prep r tion of benefici l products. Di gnostic kits c n be prep red for ll infe
ctious microorg nism nd
ll tumors. In such disorders, simple kits c n be prep
red using the following steps: 1. Extr ct ntigens from microorg nism/tumor-cel
l-line cultures in coupling buf fer 2. Prep re hyper immune serum using extr cte
d ntigens 3. Build n ffinity column 4. Antibodies purific tion: Use ffinity
column cont ining ntigens to sep r te their rel ted ntibodies from hyper immun
e serum 5. Adsorb purified ntibodies to l tex be ds A more dv nced kits b sed
on selection of ntigen-determin nt sites ( epitopes) c n be prep red. The probl
em of such kits, which uses p rticul r ntigen, is in its v lid tion which wil
l be more sophistic ted. One c n expect th t this p rticul r ntigen m y not ex
ist in RBC ntigens store of some popul tion who re genetic lly different from t
he p opul tion used in prep r tion of the kit. Active v ccines g inst ll infec
tious microorg nism nd ll tumors c n be prep red by using the purified ntibod
ies prep red for di gnostic kits in identifyi ng rel ted ntigens existing in RB
C ntigens store. The identified ntigens c n be prep red using the technology of
recombin nt proteins purific tion. Rediscovering Red Blood Cells: Reve ling The
ir Dyn mic Antigens Store nd Its Ro le in He lth nd Dise se 25 5.2. Bioinform
tics ppro ch for products development The proposed m them tic l model nd d t
mining lgorithm will not only help in identifying proteins ( ntigens) th t c
n be used in di gnosis nd tr e tment of difficult disorders, but lso will help
in etiologic l di gnosis of idiop thic d isorders nd their tre tment. This pp
ro ch is b sed on building l rge d t b ses of RBC ntigens store for p tients nd
norm l individu ls. Consequently, p tient s mple is coll ected on ntico gul
nt. RBC nd pl sm re sep r ted. The pl sm IgG is sep r ted nd the n used s
lig nd in immuno ffinity chrom togr phy to sep r te hemolys te ntigens. The col
lected ntigens re identified by m ss spectrometry. The d t b se record consi s
ts of the di gnosis nd the set of identified ntigens. 5.2.1. M them tic l mode
l It consists of four m in p rts; definitions of symbols, model of dise ses c u
sed by microorg nisms, tumors, or foreign proteins; model of utoimmune dise ses
which result s consequence of missed tissue proteins from RBC ntigens store;
nd model of dis e ses of unknown c use (Idiop thic). Definitions Let the ssum
ption of this work be s the following: pi: protein mino cid sequence, where i
= 1 .. n

dj: he lth st te, i.e., norm l or dise se n me, where j = 1 .. m P = {p1, , pn},
Set of ll proteins of RBC ntigens store D = {d1, , dm}, Set of ll dise ses Pp:
p tient proteins where Pp P where p is the p tient ID Op: (pi , dj), ordered p i
r of p tient presented by protein sequence (i) nd he lth st te (j). . Model o
f Dise ses c used by microorg nisms, tumors, or foreign proteins Pdj = {Pp}dj Wh
ere Pdj is the set which cont ins ll common proteins ssoci ted with dj. Pnorm
l = {Pp}norm l Where Pnorm l is the set which cont ins proteins ssoci ted with
norm l. P norm l such th t p in Pnorm l if the number of occurrence of p Pnorm l
is less th n 5% of the tot l number of p in Pnorm l then remove p from Pnorm l.
P dj = Pdj P norm l Where P dj is the set which cont ins proteins th t c n be u
sed s b iom rker or v ccines, Figure 10. Blood Cell An Overview of Studies in H
em tology 26 Figure 10. Venn di gr m depicting set of bnorm l protein of dise s
e X (P dj) b. Model of Dise ses c used s result of missed tissue proteins P u
dj = {Pp}dj The result is the set which cont ins ll proteins ssoci ted with dj
P dj = Pnorm l - P u dj The result is the set which cont ins proteins th t c n
be used to d i gnose p tients through detecting circul ting uto- ntibodies nd
to tre t those p tients through desens itizing them with the proteins th t give
positive re ction, Figure 11. Figure 11. Venn di gr m depicting set of missed no
rm l proteins of dise se Y (P dj) c. Model of Dise ses of unknown c use (Idiop t
hic) There re m ny dise ses th t re identified s idiop thic. Those dise ses c
n be c used due to existence of bnorm l protein or bsence of tissue proteins.
Rediscovering Red Blood Cells: Reve ling Their Dyn mic Antigens Store nd Its R
o le in He lth nd Dise se 27 Applying d t mining methods (A nd B) c n help to
identify new dis e ses nd tre t p tients ppropri tely. 5.2.2. Scen rio of the
system in clinic l environment P tients blood s mples will be collected on ntic
o gul nt. RBC nd pl s m re then sep r ted in different tubes. Pl sm is used
s lig nd in immune- f finity chrom togr phy to sep r te hemolys te ntigens t
h t c n bind to pl sm ntibodies. The sep r ted ntigens re identified by MS
nd stored in the d t b se indexed by th e p tient disorder.

In the s me time, queries re done to verify the di gnosis nd get


prognosis
nd recommended tre tment component. The following formul s describe the us ge
of this model in clinic l pr ctice. Let Dp is the set of ll discovered P dj Le
t Dp is the set of ll discovered P dj Then P dj Dp , if P dj P, then p tient is
di gnosed to h ve dj Else P dj Dp , if P dj P, then p tient is di gnosed to h v
e dj 6. Conclusions All the previous work in RBC proteomics neither h s identifi
ed nother function nor h s mentioned the finding of: HLA, TSAs, or foreign prot
eins. The re sons re obviou s. Firstly, it is not expected to find such protein
s nd consequently the method used for the interpret tion of the m ss spectromet
ry d t , nd the se rch engines u sed for the identific tion do not consider the
right types of sequence d t b nks v il ble. Secondly, the mount of most of t
he ntigens which belong to the RBC ntigens store is little. This m kes those n
tigens invisible nd hence e sily missed. The work described is just pilot stu
dy th t throws some light on new theory rel ted to RBC. This theory is b sed o
n finding ntigens store consisting of self nd non-s elf ntigens. Although this
theory c n be rel ted to immune toler nce by logic l in duction, the concrete e
vidence nd mech nism need further rese rch. M inly, the logic l induc tion is b
sed on finding ll kind of ntigens in hemolys te, especi lly HLA ntigens wh i
ch re rel ted to fetus. This existence of ll kinds of ntigens, definitely, pl
ys some immunologic l role which m y be immune toler nce. The initi l experimen
t, which shows the existence of ABO ntigens in hemolys te of pregn nt fem les,
expl ins the mech nism of how HDFN occurs. Me nwhile, the Blood Cell An Overview
of Studies in Hem tology 28 experiment which shows th t HLA ntigens exist in t
heir hemolys tes pr oposes new mech nism by which pregn nt wom n is ble to
toler te her fetus nd pl cent . Simply, it is the s me mech nism
body toler t
es his self ntigens. The experiments which use hemolys te g inst self-serum: O
uchterlony imm uneprecipit tion test, Western Blot, nd 2-DE of co-immunoprecipi
t ted nti gens demonstr ted th t RBC h ve n ntigens store. M ss spectrometry o
f spot s obt ined from 2-DE gel demonstr ted the finding of ll kind of ntigens
, self nd non-self, in hemolys te. This indic tes th t blood circul ting ntibo
dies in ny ind ividu l will re ct with his RBCs hemolys te ntigens. In effect,
there is no bsolute imm

une response, too. This directed our ttention to use hyper immune serum g inst
Mycob ct erium ntigens. This will help to get rid of other proteins nd do bet
ter sep r tion ; nd hence better identific tion. Consequently, we could identif
y 11 proteins from 60 gel spots belonging to H37Rv str in. The rest of spots re
proteins rel ted to b cteri l commens ls. Co nsequently, purific tion of specif
ic ntibodies from hyper immune serum is recommended to ge t further better sep
r tion. In the experiment which investig tes the dyn mics of foreign ntigens in
RBC using sheep RBC which h s been infected with E. coli, it w s shown th t the
con centr tion of foreign ntigens in RBC v ries by time in rel tion to IR know
n beh vior. This proves th t RBC h ve role in immune re ctions (IR nd IT). Wh
tever the re son of this existence of ntigens in hemolys te this existence c n
help in designing di gnostic kits for different types of dise ses. Further, it w
ill help in discovering, not only, new immunologic l disorders which re, now, c
tegorized under idiop thic dise se, but lso, identifying the obscure c use of
m ny immunologic l disorders, including c ncer. The identific tion of the c use
of disorder will help in its tre tment nd prevention. Author det ils M hmoud
R fe nd Serhiy Souchelnytskyi K rolinsk Biomics Centre, Dep rtment of Oncolog
y-P thology, K rolinsk Institut et, Stockholm, Sweden Acknowledgement We would
like to th nk Dr. S leh El-Ayouby, Dr. Ess m N sr, Professor Dr, Merv t El An ry
, nd Ms. Heb Z ki. Dr. El-Ayouby helped in prep r tion of nti serum nd in co
nducting Ouchterlony immuno-precipit tion test. Dr. N sr h s provided the H37R v
str in nd helped in the prep r tion of the ntigen extr ct. Professor El An s
ry h s provided l b f cilities nd re gents for HLA typing nd h s ex mined the
typing tr ys. Ms. Z ki Rediscovering Red Blood Cells: Reve ling Their Dyn mic A
ntigens Store nd Its Ro le in He lth nd Dise se 29 developed computer progr
m th t implements the m them tic l model to help in its verific tion. 7. Referen
ces [1] D niels, G. (2007). Functions of red cell surf ce proteins. Vox s nguin
is , 93, 331 340. [2] Burek, C. L. (1998). Auto ntibodies test for. In I. Roitt,
& P. Delves (Ed. ), Encyclopedi of Immunology (Second Edition ed., pp. 260-265
). B ltimore, M ryl nd, U

SA: Elsevier Inc. [3] Qin, S., Cobbold, S., Benj min, R., & W ldm nn, H. (1989).
Induct ion of cl ssic l tr nspl nt tion toler nce in the dult. J. Exp. Med. ,
169, 799. [4] Perelson, A. S., & Weisbuch, G. (1997). Immunology for physicists.
Rev. Mod . Phys. , 69 (4), 1219--1268. [5] Steinm n, R. M., D niel, H., & Miche
l, N. C. (2003). TOLEROGENIC DENDRITIC CELLS. Annu. Rev. Immunol , 21, 685-711.
[6] W lker, L. S., & Abb s, A. K. (2002). THE ENEMY WITHIN: KEEPING SELFREACTIVE
T CELLS AT BAY IN THE PERIPHERY. NATURE REVIEWS IMMUNOLOGY , 2, 11-19. [7] B su
, S., K ur, R., nd K ur, G. (2011). Hemolytic dise se of th e fetus nd newborn
: Current trends nd perspectives. Asi n J Tr nsfus Sci. 2011 J nu ry; 5 (1): 37.
doi: 10.4103/0973-6247.75963 [8] Mollison, P., Engelfriet, C., & Contrer s, M.
(1997). Blood tr nsf usion in clinic l medicine (10th ed.). Oxford: Bl ckwell Sc
ience. [9] H dley, A., & Soothill, P. (2002). Blood dise ses in pregn ncy. C mb
ridge University Press. [10] T wfik, H. (2005, M rch). M n gement of Alloimmune
Fet l Anemi . R etrieved April 12, 2008, from ASJOG: http://www. sjog.org/journ
l/V2Issue1/262%20fetus&newbornFet l%20Anemi %20_dr.pdf [11] Anderson, M. S., Ven
nzi, E. S., Klein, L., Chen, Z., Berzins, S. P., Tureley, S. J., et l. (2002).
Projection of n immunologic l self sh dow within the thumus b y the ire prote
in. Science , 298 (5597), 1395-1401. [12] Liston, A., Les ge, S., Wilson, J., Pl
etonen, L., & Doodnow, C. C. (2003). Aire regul tes neg tive selection of org nspecific T cells. N t. Immunol. , 4 (4), 350--4. [13] T mul, K., Schmitz, J. L.,
K ne, K., & Folds, J. D. (1995). Com p rison of the Effects of Ficoll-Hyp que S
ep r tion nd Whole Blood Lysis on Results of Immunophe notypic An lysis of Bloo
d nd Bone M rrow S mples from. CLINICAL AND DIAGNOSTI C LABORATORY IMMUNOLOGY ,
337342. [14] Hopkins, K. (1990). The b sic microlymphocytotoxicity ss y. The AS
HI l bor tory m nu l. 2nd edition . ASHI Lenex . Blood Cell An Overview of Stud
ies in Hem tology 30 [15] C s dev ll, A., & Pirofski, L. A. (2000). Host-P thoge
n Inter ction s: B sic Concepts of Microbi l Commens lism, Coloniz tion, Infecti
on, nd Dise se. Infection nd Immu nity , 12 (68), 6511-6518. [16] Thomson, J.
D., Sch effer-Reiss, C., & Ueffing, M. (2008). Functi on l Proteomics Methods n
d Protocols. Series: Methods in Mollecul r Biology, 484 (XVIII), 115. Ch pter 3

2012 Cristi n et l., licensee InTech. This is n open ccess ch pter distribut
ed under the terms of the Cre tive Commons Attribution License (http://cre tive
commons.org/licenses/by/3.0 ), which permits unrestricted use, distribution, nd
reproduction in ny medium, provided the ori gin l work is properly cited. Homo
cysteine in Red Blood Cells Met bolism Ph rm cologic l Appro ches Filip Cristi n
, Z moste nu Nin nd Albu Elen Addition l inform tion is v il ble t the end
of the ch pter http://dx.doi.org/10.5772/47795 1. Introduction Red blood cells
re responsible for oxygen tr nsport from lung to tissues. Oxyge n tr nsport dep
ends on reduced st te of iron (Fe 2+ ) in hemoglobin. To ccomplish their delive
ry function erythrocytes must ccommod te to the environment conditions s they
ch nge long the v scul r br nches. Both element oxygen (O2) nd iron re ble
to quic kly shift their oxid tive st te in response to different extern l/intern
l emerging stim uli. Moreover in erythrocyte nitric oxide (NO ) v sodil l tor
y messenger is present. All these el ements ct in norm l condition in well est
blished mech nisms but they m y gener te lone o r together high re ctive specie
s, n med free r dic ls, th t d m ge red blood cell s s well s v scul r endothe
lium. Free r dic ls m y be gener ted from both oxygen nd nitrogen nd r e know
n s re ctive oxygen species (ROS) respectively nitrogen re ctive species (RNS).
However erythrocytes h ve intr cellul r enzyme/non enzyme defense system. When
r e ctive species re quickly nd intensely gener ted under extern l/intern l st
imuli the ctivity of ntioxid nt defense system is overwhelmed. Free r dic ls g
ener tion is triggered by norm l, d ptive or p thologic l stimuli such s: supe
roxide detoxific tion, dec re sing oxygen s tur tion in v scul r br nches, she r
stress or therosclerosis, ischemic tt c k nd b cteri l infections. One of th
e most potent oxid nt gents in living cells is homocysteine (Hcy) met bolic c
ompound from methionine met bolism. The lre dy mention met bolism requires vit
min B12, B6 nd folic cid involvement. Every deficiency in vit mins supplies o
r enz ymes ctivity triggers the onset of different dise ses nd erythrocyte is
first ffe cted in meg lobl stic or Biermer nemi . A second ry consequence of v
it mins deficiency is hyperhomocyste inemi . HyperHcy represents high risk in
c rdiov scul r dise ses nd not onl y. Now d ys is gener lly ccepted th t Hcy d
isturbs the norm l endotheli l function, promoting

thrombosis nd inhibiting fibrinolysis through m ny mech nisms which c n possibl


y integr te nd re Blood Cell An Overview of Studies in Hem tology 32 not mutu
lly exclusive; oxid tive processes, decre sing NO bio v il bilit y nd specific
protein t rgeting. The lre dy specified free r dic ls re not ll b d. NO c n be
reg rded s good r dic l but it is in ctiv ted by m ny Hcy-dependent Mech nisms
th t fin lly imp ir its v sodil t tory function. Thus d m ging Hcy effects exp
nds to the envir onment where erythrocytes move nd ct. As consequence direct
ly nd indirectly Hc y h s big imp ct on erythrocytes whose deform bility in s
he r stress is cruci l for circul tory f unction. T ken into ccount ll these f
ctors ph rm cologic l ppro ches envis ge lower ing homocysteine levels by diff
erent w ys such s: vit mins B supplement tion, ntioxid nt drugs, hypotensive
gent, ntithrombotic drugs etc. Some of these p tterns suc h is vit mins supple
ment tion proved to h ve limited clinic l benefits while others s nitrite/nitr
te re still in deb tes. Bec use most p thologic l processes mentioned bove i
nvolve oxid tive p thw y mech nism, ph rm cologic l present tion will focus on d
rugs with ntioxid nt properties As conclusion the effect of elev ted homocyst
eine ppe rs multif ctori l ffec ting both the v scul r w ll structure, functio
n s well s erythrocytes met bolism. 2. Homocysteine nd red blood cells 2.1. R
ed blood cells oxid tive-reducing b l nce Red blood cells re responsible for ox
ygen tr nsport from lung to tis sues. Their function depends on reduced st te of
iron (Fe 2+ ) in hemoglobin (Hb). Both element oxygen nd iron re ble to quic
kly shift their oxid tive st te in response to differ ent emerging stimuli. Lite
r ture shows in [1] th t hemoglobin m y undergo oxid tive re ction in the proces
s of rele sing oxygen. In this process iron is oxidized to Fe 3+ nd re ctive ox
ygen species re gener ted. The bigger the re ctive species rele se is the highe
r norm l deform bility nd flexibility of erythrocytes is disturbed. 2.1.1. Re
ctive species gener tion In erythrocyte re found together oxygen (O2), nitrogen
oxide (NO ) nd iron (Fe 2+ ). All these elements ct in norm l condition in we
ll est blished mech nisms but they m y gener te lone or together re ctive speci
es, n med r dic ls, th t d m g e red blood cells s

well s v scul r endothelium. A r dic l is


chemic l species th t possesses s
ingle unp ired elec tron in outer orbit ls, nd is ble to independently exist,
known lso s free r dic l. R dic ls re hig hly re ctive in extr cting n elect
ron from ny neighbor molecule in order to complete theirs ow n orbit ls. There
re two m in groups of free r dic ls: ROS or re ctive species of oxygen, RNS or
re ctive nitrogen species. ROS nd RNS c n ct together d m ging cells nd c usi
ng nitros ctive stress. Therefore, these two species re often collectively refe
rred to s ROS/RNS. Homocysteine in Red Blood Cells Met bolism Ph rm cologic l A
ppro ches 33 Tr nsition l met ls (Fe belongs to this group) p rticul rly beh ve.
The y h ve
single unp ired electrons in theirs outer orbit ls, but they dont b
eh ve s f ree r dic ls bec use within cells they re tt ched to proteins in mo
st c ses. However the y re ble to c t lyze electron tr nsfer in m ny processes
nd sometimes gener te r dic ls. 2.1.2. Re ctive oxygen species Re ctive specie
s of oxygen refers to group of highly re ctive O2 m et bolites, including supe
roxide nion (O2 ), hydrogen peroxide (H2O2), singlet oxygen ( 1 O2), nd hydroxy
l r dic l (OH), th t c n be formed within cells. Re ctive oxygen species re cons
t ntly formed s byproducts in norm l enzym tic re ction in ll hum n cells thro
ugh norm l erobic processes s mitochondri l oxid tive phosphoryl tion or s ne
ces s ry products in neutrophils in order to kill inv ding p thogens. The bove
mentioned p henomen re consuming oxygen processes. Erythrocytes must s ve oxyg
en for delivering it to the cells; s consequence r ed blood cells l ck mitoch
ondrion the m in oxygen consumer within cell. In this p rti cul r condition the
source of ROS in erythrocyte m y be the c rried oxygen itself. In order to under
st nd oxygen beh vior n inside in its structure is needed. The ground st te of
oxygen is triplet oxygen me ning th t the molecule h s two unp ired electrons oc
cupying two different molecul r orbit ls. Figure 1. The structure of oxygen mole
cule These electrons c nt tr vel both in the s me orbit l bec use they h ve p r l
lel spin (they spin in the s me direction). As consequence molecul r oxygen is
p r m gnetic nd from this fe ture it w s concluded th t the structure in the
right m y be ssigned to O2 (figure1). Although O2 is very re ctive from thermod
yn mic st ndpoint its single electrons c nnot

re ct r pidly with lre dy p ired electrons in the cov lent bond of o rg nic mol
ecules ( bund nt in living cells). As consequence it is h rmless to these mole
cules. Inste d molecul r oxygen c n r pidly re ct with single unp ired electrons
from tr nsitory met ls (e.g. Fe, Cu, Mn). One mole of properly chel ted cooper
could c t lyze consumpti on of ll of the oxygen in n ver ge room within one s
econd in [2]. In f ct oxygen O2 is both kinetic lly st ble thus not re ctive nd
very re ctive promoting f st re ctions, depending the surrounding conditions. W
ithin cells where tr nsition l met ls re bounded to proteins (in met l cont in
ing proteins or enzymes) oxid tive tt ck of O2 tend to be slow, me ning th t
first single electron is rel tively difficult to dd. As
consequence superoxid
r dic l (O2
) will form very slow. Blood Cell An Overview of Studies in Hem tology 34 Figure
2. Superoxide r dic l gener tion Once n electron cquired ddition l electrons
re e sier dded, furthe r re ctions quickly occur in [3] nd re ctive species
of oxygen re gener ted. Figure 3. Re ctive oxygen species gener tion Superoxide
(O2
) is formed when molecul r oxygen (O2) g ins n ddition l electron, producing
molecule with only one unp ired electron (figure 2), gener ting
ve ry re ctiv
e free r dic l. When ccepts n electron, superoxide is reduced to hydrog en per
oxide, which is not r dic l. In the next one-electron reduction step hydrogen
pe roxide gener tes w ter nd the hydroxyl r dic l (OH ) which is prob bly the m
ost re ctive fr ee r dic l. A fin l electron ccept nce (figure 3) reduces hydro
xyl r dic l to w ter in [4]. Superoxide r dic l (O2
) is re ctive r dic l, however it c nnot diffuse to f r limited lipid solubili
ty. Inste d it might re ct in the presence of with de hydrogen peroxide gener ti
ng the most potent hydroxyl r dic l through m tic re ction known s H ber-Weiss
re ction. The re ction t kes pl ce in two steps th t involved ferric iron nd s
follows: O2
h ving ferric iron

non-enzy superoxide

+ Fe 3+ O2 + Fe 2+ Fe 2+ + H2O2 Fe 3+ + OH + OH The general nonenzymatic reactio


n occurring in living cells is: O2
+ H2O2 OH + OH + O2 It appears that superoxide radical is also a source of c iro
n presence. Hydrogen peroxide (H2O2) is not a free radical s a ROS because it ge
nerates the most powerful hydroxyl radical (OH ) in l metals (Fe 2+ , Cu + ), the
reaction above. Hydrogen peroxide (H2O2) as a
hydroxyl radical in ferri but still classified a the presence of transitiona
is lipid soluble and
Homocysteine in Red Blood Cells Metabolism Pharmacological Approaches 35 consequ
ence it can diffuse through lipid membranes. No matter where it meets proteins (
including hemoglobin) that contain transition metals Fe 2+ , Cu + , H2O2 generat
es OH at the specific site where these metals are located thus damaging protein s
tructure. Another reactive species (but not a radical) derived from molecular ox
ygen is singlet oxygen, designated as 1 O2. Singlet oxygen ( 1 O2), a highly ex
cited state created when molecular oxygen absorbs sufficient energy to shift an
unpaired electron to a hi gher orbital, can be formed from superoxide radical in
[5]: 2 O2
+ 2H +

H2O2 + 1 O2 Singlet oxygen is even more reactive than the hydroxyl radical, alth
ough it is n ot a radical. As a conclusion the most reactive radical is hydroxyl
(OH ) which indiscriminatel y extracts electrons from any other molecules around
it whereas superoxide (O2 ) and hydrogen peroxide (H2O2) are more selective in
their reactions with biological molecules [6]. All the above reactions and proce
sses take place in all human cells including er ythrocytes. As for the other cel
ls the main source for free radicals is mitochondrion, in the p articular case o
f red blood cells the main source for radicals is the carried oxygen. Molecular
ox ygen is carried in order to be delivered to tissues and as a consequence it i
s found, for a shor t period of time, free, thus unbound. In this state it might
be prone to generate the above descri bed radicals. Oxygen binds to hemoglobin
at the ferrous iron. The ferrous state (Fe 2+ ) of iron is a condition for hemog
lobin normal function. However a small percent of Fe 2+ is slowly converted by O
2 to ferric form (Fe 3+ ) in resulting methemoglobin. An enzymatic system, methe
moglobin reductase quickly restores Fe 3+ to Fe 2+ and reduces methemoglobin bac
k to hemoglobin. Binding of oxygen to the iron in the hem is considered not to c
hange the oxida tion state of the metal. However oxygenated hem has some of the
electronic characteristics of a Fe 3+ OO peroxide anion [3]. Misra and Fridovich
demonstrate that the Fe 3+ O 2complex is able to generate superoxide radical in
[7] during the normal molecular oxygen transport to tissues through the hemoglo
bin autooxidation. Thus hemoglobin autooxidation causes sup eroxide formation
within erytrocyte. Other researchers show that hemoglobin may undergo oxidative
reaction i n the oxygen releasing process. Balagopalakrishna and coworkers demon
strate in [8] that at in termediate oxygen pressure, where hemoglobin partially
releases molecular oxygen, t he superoxide

radical production increases. They show that superoxide radical is rele ased in
the hydrophobic hem pocket. The process in slow enough thus the formation of sup
erox ide was followed for more than 15 min, and thus detected by low temperature
electron paramagnetic resonance technique. Being a radical superoxide reacts fa
st with other radicals or alternat ively it is efficiently scavenged through the
specific superoxide dismutase (SOD) activity. When collides with other radicals
O2 gives birth to new reactive species as follows:  O2 reacts with itself gene
rating molecular oxygen (O2) and hydrogen peroxide (H2O2 ) a source for hydroxyl
radical. Blood Cell An Overview of Studies in Hematology 36  O2 reacts fast wi
th NO radical generating toxic peroxinitrite (ONOO ), a reactive nitrogen specie
(RNS). At physiological pH, ONOO rapidly protonates to peroxynitrous acid, ONOOH
. This powerful oxidizing and nitrating agent can directly damage proteins and l
ipids. Thus, any system producing O2 and NO can cause biological damage, and eryt
hrocytes make no exception in [6]. Hydrogen peroxide is not a radical because it
doesnt have any unpaired electron. The limited reactivity of H2O2 allows it to c
ross membranes and to become widely dispersed. Even hydrogen peroxide is not a r
adical it can generates the shortli ved but very active hydroxyl radicals via H
arberWeiss nonenzyme reaction in [9]. The hydr oxyl radical (OH), which is high
ly reactive, diffuses only a short distance before it reacts w ith whatever biom
olecules it collides with. Recent study consider that the high and indiscriminat
e reactivity of the hydroxyl radical minimizes its ability to diffuse an d makes
it more damaging within cell or in the environment where it is generated in [10
]. This c onsideration becomes more important when the oxidative events prevail
within a spec ific cellular compartment. Hydroxyl radical are especially dangero
us because it can i nitiate an autocatalytic radical chain reaction. Being so ha
rmful cells carefully control h ydroxyl radical by limiting the availability of
both Fe

2+ and H2O2 in [6]. The nonenzymatic decomposition of hydrogen peroxide describ


ed by HaberWiess and especially the mechanism through which hydroxyl radical (OH)
acts was highly deba ted. Some researchers consider that hydroxyl radical is re
sponsible for dama ging cellular component on behalf of a radical mechanism. Oth
ers consider that ferryl ion (Fe( IV)O 2+ ), an oxidizing species where iron is
in high oxidation state (Fe IV) in [ 11,12] is an active intermediate responsibl
e for chain reaction propagation. Another group c onsider that conditions inside
cell dictates whether metallooxo species or hydroxyl radical (OH) is the main o
xidant [in 13]. Some other like Prousek concluded in [14] that both oxidis ing s
pecies can be formed in living cells. As a general conclusion in erythrocytes RO
S are produced both accident ally and physiologically in different enzymecataly
zed reactions (figure4). Figure 4. ROS generation in erythrocyte. Homocysteine i
n Red Blood Cells Metabolism Pharmacological Approaches 37 2.1.3. Damaging effec
ts of ROS ROS are considered bad radicals because can they indiscriminately intera
c t with any biological molecule they meet causing DNA, lipids and protein damag
e. As a missing nucleus cell erythrocyte can undergoes the last two lesional pro
cesses but endot helium can undergoes all three mentioned injuries. Erythrocytes
are particularly af fected by oxidation of polyunsaturated fatty acids in membr
ane phospholipids which causes their pero xidation, degradation and fragmentatio
n [15]. During lipid peroxidation other reac tive species as peroxyl radicals ar
e generated in a succession of chain reactions (fig .5). This reactive intermedi
ates amplify the injury at the place were they are formed. Figure 5. Lipid perox
idation and radical and nonradical intermediates formation [taken from 15] Eryt
hrocytes also undergo the amino acids and/or whole proteins oxidati on. Protein
oxidation leads to inactivation (if targeted proteins are enzymes), fra gmentati
on, aggregation of fragments and/or increased susceptibility to proteolysis [15]
. In addition if injured proteins belong to erythrocytes skeleton the deformabil
ity of e rythrocytes is impaired [16]. ROS attack doesnt limit to erythrocytes it
also affect endothelium cells, which in turn influence erythrocyte metabolism.
In nucleus containing endothel ium cell beside lipids and proteins oxidation ROS
cause DNA injuries. Free radicals can interact

with DNA leading to strand breaks or structural changes such as adduct formation
(figure 6) [15]. Figure 6. Over simplifying scheme of ROS damaging activity in
erythrocytes and i n endothelium cells Blood Cell An Overview of Studies in Hema
tology 38 2.1.4. ROS signaling Until recently reactive oxygen species were consi
dered only oxidizing damaging f actors. But it was demonstrated by in [15, 17] t
hat ROS can be also good as they ac t as signaling molecules. In fact both authors
show that ROS are neither good nor bad, temporal len gth and intensity of free radi
cals generation make the difference between phys iological, adaptive or patholog
ical effect. Thus oxidizing molecules is not the end of the road for reactive spec
ies alternatively they trigger cellular responses which depending on the int ens
ity of ROS attack, prepare the cell to survive or on contrary trigger cell death
(figure 7) . Figure 7. Cells response under ROS attack (taken from 17) Being hi
ghly reactive ROS can intercept cell signaling pathways within successive steps
in cascade events modulating the functions of many enzymes and transcripti on fa
ctors. Oxidative stress triggers cellular response by activating many signaling
pathway s. ROS can directly or indirectly modulate a) the function of different
types of enzymes, b) the transcription factors activity and c) the activity of i
onchannels. a. Enzymes modulated by ROS include both kinases and phosphatases.
The big class of kinase includes both tyrosine kinase as Src, Ras, JAK2, Pyk2, P
I3K, a nd the mitogenactivated protein kinase (MAPK). The three bestcharacteriz
ed MAPK subfamilies a re cJun Nterminal kinase (JNK), p38 MAPK and extracellula
r signalregulated kinase (ERK) [18]. All these MAPK pathways are structurally s
imilar, but functionally d istinct. Importantly, ERK, JNK and p38 MAPK have all
been shown to be activat ed by oxidative stress [19]. ERK and JNK are important
in recruiting cFos and cJun to the nucleus where they activate the transcripti
on factor AP1 (activator prot ein 1), whereas activation of p38 and inhibitory k
appa kinases (IKK) is import ant in the transcriptional activation of NFB. Both
of these factors are important in regula ting the diverse genes, which play ey
roles in the pathogenesis of inflammatio n, and in regulation of cell cycle, pro
liferation, and apoptosis. ROS may inhibit tyrosine phosphatase activity further
contributing to tyrosine inase activation. b. ROS also influence gene and prot
ein expression by activating transcription f

actors, such as the already mention NFB and activator protein-1 (AP-1) and hypo
xia -inducible factor-1 (HIF-1). c. ROS stimulate ion channels, such as plasma m
embrane Ca2+ and K+ channels, le ading to changes in cation concentration. The c
ytosolic Ca 2+ level can be increased by ROS in various cell types, including ep
ithelium cell, through the mobilization of intracellular Ca 2+ stores and/or thr
ough the influx of extracellular Ca 2+ [15]. The ROS-mediated increase Homocyste
ine in Red Blood Cells Metabolism Pharmacological Approaches 39 in Ca 2+ concent
ration contributes to the oxidative stress-mediated activation of PKC and to the
transcriptional induction of the AP-1 proteins c-Fos and c-Jun [20] (figure 8).
Figure 8. Major pathways activated by ROS generation (modified from 21).MAPK=mi
t ogen-activated protein, JNK=c-Jun N-terminal inases, ERK=extracellular signal
-regulated inase s, NFB=nucle r factor B, AP-1=activator protein-1, HIF-1= hypoxi
a-inducible factor-1, PKC=protei n inase C More details about the cellular resp
onse in ROS and other radical and non-radicals species attac in oxidative event
s can be found in [15,17,19] 2.1.5. Scavenging ROS Erythrocytes have an impressi
ng antioxidant enzyme and non-enzyme system that deals with an important amount
of free radicals. Superoxide dismutase and gl utathione peroxidase are the most
efficient antioxidant enzyme in red blood cells. Erythrocytes superoxide dismuta
se remove O2 by catalyzing its dismutation, one O2 being reduced to H2O2 and ano
ther oxidized to O2 (figure 9). Figure 9. Superoxide dismutase activity The dism
utation of superoxide O2
by SOD is very efficient having the largest cat/KM (an approximation of catalyt
ic efficiency) of any nown enzyme (~7 x 10 9 M 1 s 1

) [22]. SOD catalyst activity is limited only by the frequency of collision with
superoxide. That means the reaction rate is limited only by the diffusion of su
peroxid radic al. Diffusion limitation becomes canceled in radicals over product
ion thus activating the process. Blood Cell An Overview of Studies in Hematology
40 As seen in upper reaction (fig.9) superoxide dismutase must work with enzyme
s that remove H2O2. Glutathione peroxidase (GPx) removes H2O2 by coupling its re
duction to water (figure10) with oxidation of reduced glutathione (GSH), a thiol
containing tripeptide (glucysgly). The product, oxidized glutathione (GSSG),
consists of two GSH linked by a disulphide bridge, and can be converted back to
GSH by glutathione reductase enzymes in [6]. Figure 10. Glutathion peroxidase ac
tivity. Beside enzyme antioxidant systems erythrocytes uses antioxidants agents
(fig.4). These agents are preferentially oxidized by reactive species to preserv
e more important biomolecules and can be reversibly reduced back. For example, G
SH and ascorbate can scavenge O2 , OH, and also ONOOH. Tocopherols are good scave
ngers of peroxyl radicals and help to protect membranes against lipid peroxidati
on by interrupting the pro pagationchain reaction (figure 5) in [6]. 2.1.6. Reac
tive nitrogen species Nitrogen compounds found in the body comes from exogenous
sources as nitrites/nitrates or from endogen production of nitric oxide (NO ). T
he group of nitrogen derivatives includes:  NO nitric oxide a natural free radi
cal also named nitrogen monoxide is involved in vasodilatation in mammals  NO2
nitrogen dioxide or nitrite. In organism is found in its corresponding salts nit
rites( from nitrous acid HNO2)  NO3 nitrate (from nitric acid HNO3) also found
in the body in corresponding salts Figure 11. Nitrogen derivatives Nitrogen der
ivatives convert into each other forward and backward conti nuously under shifti
ng conditions within cells (figure11). Endogenous NO is synthesized by nitric ox
ide synthases (NOS) in the en dothelial and other cells, where is involved in va
scular physiology.

Endothelial nitric oxide synthases (eNOS) synthesizes NO (figure 12) from Largi
n ine with 1,5 consumption of 1.5 NADPH equivalents and two oxygen molecules per
NO formed i n [23]. The reaction requires the presence of Ca 2+ Calmodulin and
tetrahydrobiopterin (BH4) as cofactors in[24]. Homocysteine in Red Blood Cells
Metabolism Pharmacological Approaches 41 Figure 12. Nitric oxide generation Gene
rated NO is a gaseous molecule with unpaired electrons and as a c onsequence a r
adical; it is lipophilic and diffuses rapidly through membranes. NO is a messeng
er in many physiological processes: endothelial relaxation of the smooth muscl e
, inhibition of platelet aggregation, neurotransmission and cytoxicity in [25].
NO pathology incl udes both low and high concentrations as follows: insufficient
NO production is i nvolved in hypertension, the activation of platelet aggregat
ion and atherogenesis w hile high NO production generates septic shock, stroke,
and carcinogenesis. NO released from endothelial cells diffuses through blood or
to the un derlining smooth muscle cells in the media where it triggers vasodila
tation. In blood stream NO will affect platelets, leucocytes and erythrocytes. R
ecent studies show that: a. eNOS can produce NO not only in normal oxygenation
(figure 12) but also dec reased oxygenation gradient across vascular branches. I
n addition eNOS can som etimes be a source of ROS generating O2 b. endothelial c
ells are not the only ones able to generate NO , blood erythrocytes are expressi
ng functional NOS c. Hemoglobin itself also produces NO from nitrite in order to m
odulate vasodilatation. a. It is only recently found that endothelial NOS may be
a source o f ROS generating O2 depending the availability of its substrates wit
hin cell (figure 13) [23]. Endothelial nitric oxide synthetase activity is regul
ated by a combinat ion of mechanisms that allow eNOS to modulate its activity un
der physiopathological condition in [22]. eNOS contains 2 enzymatic domains, a
flavincontaining reductase and a hemecontaining oxygenase domain (Fe 3+ ) conne
cted by a regulatory calmodulinbinding domain. Binding of the Ca 2+ /calmodulin
complex orients the other domains in such a position that

NADPHderived electrons generated on the reductase domain flow to the oxygenase d


omain in [26]. The oxygenase domain of eNOS contains an iron ion (Fe 3+ ) that b
inds oxygen on reduction Fe 2+ , and this complex finally causes the conversion
of Larginine to NO and Lcitrulline. This sequence of events properly rules if
the cofactor BH4 provides th e connection Blood Cell An Overview of Studies in Hem
atology 42 between the two domains. Deficiency of arginine or BH4 causes the red
uctase uncoupling from oxygenase. At the oxygenase domain intermediate Fe 2+ O
2 complex dissociates to form superoxide and the original Fe 3+ group of the eNO
S)[27]. Thus eNOS releases O2
instead of NO (figure 9). Figure 13. Endothelial NOS differently behaves generat
ing either NO or O2
depending on the substrate availability. Oxygen deficiency is known to halt the
Larginine cycle if the oxygen levels fall below a threshold level of ca [O2] ~
10 M [28]. However, eNOS is not wholly inactivated i n hypoxia, instead, in the p
resence of nitrite (figure 14), it shifts again and produces NO in [29]. Figure
14. Endothelial NOS may generate NO in both normal and low oxygenation Stroes et
al demonstrate in [30, 31] an intriguing activity for eNOS only, the simultaneo
us generation of both NO and superoxide, even in the presence of BH4 and Largin
ine, under physiological conditions. The consequence is the production of peroxy
nit rite, a highly reactive molecule, by eNOS (figure 15). Thus eNOS is a source
of free radical producing good or bad radicals up on inside cell condition. Figure
15. Peroxinitrite generation as a result of particularly eNOS activity Peroxynit
rite anion (ONOO ) is a reactive species of increasingly recognized biological r
elevance that contributes to oxidative tissue damage. Recent research indicates
in [32] that peroxynitrite is able to cross the erythrocyte membrane by two diff
erent mechani sms: in the

anionic form through the anion exchange channel, and in the protonated form by p
assive diffusion. Entering the erythrocyte peroxynitrite causes nitration of in
tracellular hemoglobin, in a process that is enhanced in thioldepleted erythroc
ytes. Homocysteine in Red Blood Cells Metabolism Pharmacological Approaches 43 T
o summarize NO can be produced by eNOS from either Larginine in goo d oxygenati
on physiological state or from nitrite in hypoxia. In vitamins deficiency (low B
H4 levels) eNOS produces superoxide radical. Recent studies demonstrate that end
othelium cells surprisingly produce ROS under hypoxia. The primary site of react
ive o xygen species production was demonstrated to be complex III in electron tr
ansport in mitochondria. The paradoxically increase in ROS production under low
oxygenation is still not fully understood but it is considered that reactive oxy
gen species released during hypoxia act as signalling agents that trigger induct
ion of erythropoietin, endothelial growth factor and glycolytic enzymes. Systemi
cally, these responses enhance the delivery o f O2 to cells and facilitate the p
roduction of glycolytic ATP instead of mitochondrion. Induction of these genes i
s mediated by specialized hypoxia inducible factor 1 (HIF1) [33, 34]. As a conclu
sion in normal oxygenation NO is produced by eNOS. In hypoxia adaptive respons e
s are onset; the release of NO from nitrite to sustain normal vascular function
is one path. Alte rnatively when mitochondrion senses hypoxia it releases ROS as s
ignaling molecules that activate diverse functional responses, including activat
ion of gene expression that promote cell survival. b. Kleinbongard demonstrates
in [35] that red blood cells express func tional eNOS which is located in both t
he internal side of the plasma membrane and the cyt oplasm with a higher express
ion in the membrane. The enzyme has a similar activity and regulatory mec hanism
as the endothelialderived NOS. Besides its vasodilatation activity NO also reg
ulate s red blood cells deformability and inhibits platelet activation. In physi
ological condition where there is a normal supply of LArginine and subsequently
a normal NO production, nitric oxide sustains red blood cells deformability. On
contrary decreased NO levels reduces erythrocytes deformability preventing them
to easily pass through microcirculation. T he same effect was observed on plate
let aggregation when decreased NO levels promote thrombosis. Ulker demonstrates
in [36] that red blood cellNOS is activated by me chanical factors and that exp
ort of NO from erythrocytes is enhanced by mechanical stress thus pointing eryth
rocyte contribution to the regulation of vascular tonus c. NO is a short life sp
ecies as a consequence it quickly reacts wit

h any encountered molecules or it is rapidly oxidized by hemoglobin in blood. In


fact the general accepted theory is that Hb in the red blood cells is an extrem
ely effective NO scavenger in [37]. OxigenatedHb reacts with NO which is rapidl
y converted into nitrate (f igure 16). After reacting oxygenated hemoglobin is c
onverted to methemoglobin (metHb). T his reaction is considered to be limited o
nly by the diffusion. Figure 16. Oxyhemoglobin activity of scavenging the nitric
oxide Lundberg shows in [38] that NO can be alternatively produced in hypoxi c
condition by deoxihemoglobin from nitrite. Inside erythrocyte Hb can interact w
ith NO i n many ways depending on its oxygen saturation, as follows: Blood Cell
An Overview of Studies in Hematology 44  in oxygenated form, oxiHb acts as a s
cavenger removing NO as nitrate.  in deoxygenated form deoxiHb acts in two dif
ferent ways: first it binds NO thus functioning as a transporter and second it r
educes nitrite to generate NO (figure17) Recently several authors suggest in [39
41] that this behavior represen ts a mechanism for NO generation in regions of
poor oxygenation where deoxyHb predominates Figure 17. Hemoglobin regulates the N
O use/consumption, from [38] Two recent theories try to explain the Hb involveme
nt in nitric oxide use/consumption in vasorelaxation process in [42]. Stamler an
d colleagues originally suggested in [43] a role for a thiol (SH) gr oup in Hb a
s a carrier and releaser of NO . According to this theory, the binding ( formati
on of Snitrosohemoglobin) and release of NO from Hb are allosterically regulate
d so that NO release occurs when Hb is deoxygenated.  Cosby, Crowford et all su
ggest in [44] that Hb is not a transporter of NO but rather an enzyme dealing with
NO depending oxygen saturation as follows: when Hb is fully oxygenated, the pri
mary reaction is oxidation of nitrite into biologica lly inert and supposed pool n
itrate. As oxygen saturation falls along the vascular tre e, Hb gradually turns
into a "reductase" and starts to reduce nitrite into vasodilator NO (figure 18).
The maximal nitrite reduction is observed when Hb is app roximately 50% oxygena
ted (P50) in [45,46]. Concomitantly, vasodilation is initiated at the P50, ideal
ly suited for the regulation of hypoxic vasodilation under varied physiolo gic a
nd pathologic conditions (figure 19). Figure 18. Hemoglobin behavior depending o
n oxygen saturation. J.O.Lunderg concluded in [42] that: in just one decade, Hb h
as gone f

rom being merely a NO scavenger to NO carrier and now NO


generator.
Homocysteine in Red Blood Cells Metabolism Pharmacological Approaches 45 Figure
19. Hemoglobin uses NO to generate nitrate a supposed NO2 / NO pool in full oxygen
ation and releases it with maximal activity at P50 oxygen saturation in hypoxia
[modif ied from [38]. To summarize: when there is plenty of oxygen, NO is mainly
produced by endothelia l NOS or by erythrocyte own NOS. Thus nitric oxide radic
al maintains good e rythrocytes deformability and probably oxyHb regulates the
amount of NO by trappin g its extra amount to form Snitrosohemoglobin. When oxy
gen is scarce NO is synthes ized in low amount (as a consequence of low eNOS act
ivity where oxygen is cofactor). In this condition NO is saved through binding o
n deoxyHb which becomes a source of NO i n vascular circulation, or deoxyHb cata
lyses the NO generation from nitrite. Behavin g this way deoxyHb can maintain al
so red blood cell deformability in hypoxic con dition. As a consequence hemoglob
in may regulates membrane deformability along circulati ng branches through the wa
y it uses/produces NO radical. [47] In addition two other supplementary mechanis
ms, endothelial xantinoxidase activity and blood pH dictate superoxid radical ve
rsus NO generation depending on th e blood oxygenation/deoxigenation status in [
48,49]. 2.2. Homocysteine metabolism Homocysteine is a metabolic compound formed
in methionine and betaine metabolism . The already mention metabolisms require
vitamin B12, B6 and folic acid inv olvement and the proper activity of two main
enzymes cystathionine synth se (CBS) and methylenetetrahydrofolate reductase (MT
HFR). Every deficiency in vitamins supplies or enzymes activity triggers the ons
et of different disease. Megalolastic anemia or Biermer disease affect primaril
y the red lood cells. Secondary to the aove mentioned illnesses hyperhomocyste
inemia can also install. Blood Cell An Overview of Studies in Hematology 46 Hype
rhomocysteinemia is considered to e involved in many diseases from cardiova scu
lar to neurological illnesses. It is generally agreed that two general mec hanis
ms cause hyperhomocysteinemia: one is low vitamins (B12, B6, folic acid) supplie
s and second the main enzymes deficiencies (cystathionine -synthase deficiency a
nd methylenetetrahydrofolate reductase deficiency). Hypehomocysteinemia is tod a
y considered a severe risk factor in vascular illnesses. Many approaches envisag
e lowering

homocysteine levels y vitamin B or oral folic acid supplementation ut many rec
ent studies show that vitamins administration fail to give a real clinical ene
fit and suggest that B vitamins might instead increase some cardiovascular risks
in [50,51]. H owever not all patients with cardiovascular events or neurodegene
rative diseases are enzymes de ficient or poor vitamins supplied. The majority o
f research works report hyperhomo cysteinemia associated to many diseases ut th
e question what triggers hyperhomocysteinemia is yet to answer. An interesting h
ypothesis suggests that in fact hyperhomocystein emia is more a secondary effect
that amplifies in its turn the initial injury [52]. Brattstrm and Wilcken in [52
] consider that impaired renal function due to hypertension and ath erosclerosis
is an important cause of the elevated plasma homocysteine found in vascular dis
ease patients. The reasons are as follows. Atherogenesis and elevation of lood
press ure commonly develop silently over many years efore the emergence of clin
ically evident vasc ular events. These processes also lead to nephrosclerosis an
d a degree of deterioration of re nal function, and this is highly relevant to t
he plasma clearance of homocysteine. For these reasons, the presence of vascular
disease itself may contriute to an elevation in circulating homocysteine y le
ading to a decline in renal function. This means that ecause of reduced renal f
unction, patients with either occult or clinically evident cardi ovascular disea
se may have elevated circulating homocysteine concentrations (figure 20). This c
ould also explain the relation etween plasma homocysteine and the severity of a
therosclerosis. Figure 20. Proposed mechanisms for the causes of hyperhomocystei
nemia (taken fro m [52] ) Homocysteine in Red Blood Cells Metaolism Pharmacolog
ical Approaches 47 2.3. Hyperhomocysteinemia a disturing factor of the endothel
ial function Homocysteine refers to all species that contain and can release hom
ocy stein including homocystine (the dimer of homocysteine) and mixed cysteine-h
omocysteine disulfide or homocysteine ound on proteins. In fact the major form
of homocysteine in circulation, around 70% is protein ounded. In early data nor
mal levels of homocysteine were admitted to e aroun d 15M/L. It was found that h
omocysteine slightly increases with age in [53]. Levels of 1530 M/L corresponds
to mild, 30100 M/L to moderate and more than 100 M/L to severe hyperhomocysteinem
ia in [54]. Nowadays it is considered that concentrations below 9 micro mol/L ar
e an appropriate target level for therapy in [55].

Nowadays it is generally accepted that homocysteine promotes thrombosis with sim


ultaneously vasodilatation inhibition. It is considered that homocyste ine trigg
ers its effects by three distinct mechanisms which can possibly integrate and ar
e not mutually exclusive; oxidative processes, decreasing NO bioavailability and
specific protei n targeting (figure 21). Figure 21. Homocysteine adverse effect
s. (+/ represent activation/inhibition proc esses) Even the precise path was not
yet established, it seems that Hcys in hibits some good factors and activates same
bad factors that finally influence the proces ses of thrombosisfibrinolysis and c
onstrictionvasorelaxation and which are summarized in (figure 2 1) [56]. Amongst g
ood factor can be included: NO , GPx, eNOS, protein C, tissue P lasminogen Activa
tor (tPA), annexin II. Amongst bad factor can be included: ADMA, O2 , H2O2 Homocys
teine directly and indirectly influences erythrocytes metabolism. It dire ctly a
ffects the erythrocyte antioxidant enzyme systems promoting free radical genera
tion. Indirectly Hcy decreases NO bioavailability and modifies the environment w
here erythrocytes move and act. Blood Cell An Overview of Studies in Hematology
48 2.3.1. Homocysteine prooxidative activity Homocysteine is involved in reduci
ngoxidative processes by reacting eithe r with itself or with different compounds
. In other words homocysteine can submit autooxidative as well as oxidative pro
cesses. Thiols (RSH) can autooxidize in the presence of transition metal cata l
ysts and molecular oxygen, leading to the formation of reactive oxygen species (
ROS). Hcy like all containing thiol group undergoes oxidation to disulfide (RSS
R) in O2 presence at normal pH. It was found that cooper catalyses Hcy (noted wi
th general formula RSH) autoo xidation, even in low homocysteine concentration,
yielding hydrogen peroxide and thus prom oting ROS generation in both extra and
intracellular compartments through reaction proposed by Starkebaum in [57]: 2 H
omocysteine (RSH) + O2 Homocystine (RSSR) Homocystine (RSSR) + superoxid (O2 )
H2O2 Hydrogen peroxide generated by the copper catalysed autooxidation of homo
cystei ne was involved in the mechanism of toxicity by the demonstration of the
reduction in e

ndothelial damage with the addition of catalase in [58]. Homocysteine was proved
to generate superoxide radicals which promote vasoconstr iction. Lang et al. de
monstrates in [59] that the inhibitory effect of homocys teine on endotheliumdep
endent relaxation is caused by an increase of the intracellular lev els of O2 in
the endothelial cell and provide a possible mechanism for the endothelial dysfu
nction associated with hyperhomocysteinemia. Cysteine is also a thiol circulatin
g aminoacid related to homocysteine and its c oncentration is 20 to 30 times hig
her than Hcys one. In fact Cys is the main circulatory thio l but there was foun
d no correlation of Cys with free radicals generation. Instead a strong associat
ion of hyperhomocysteinemia with F2isoprostane was found. F2isoprostane is an
indicator of in vivo lipidperoxidation and its association with Hcy lead to the
concl usion that this amino acid is involved in free radicals generation in [60
] thus pointing Hcy as proox idative agent. Hcy involvement in ROS generation w
as also indirectly proved in connec tion with antioxidant enzyme system modulati
on SOD and GPx. The activity of superoxide dismutase, an important antioxidant e
nzyme i n vascular tissue, was measured along with homocysteine in homocystinuri
c patients and fou nd to be positively associated with homocysteine levels. This
strong relationship can be regarded as a protective antioxidant response to hom
ocysteineinduced oxidative action and as indirect evidence that Hcy represents
a source of free radicals in [61]. In o ur study we found an increased superoxid
e dismutase activity in red blood cells lysate in e xperimental induced hyperhoc
ysteinemia in rats. We consider this increased response in enzy me activity as e
vidence for free radicals production in [62]. Homocysteine in Red Blood Cells Met
abolism Pharmacological Approaches 49 Homocysteine may affect glutathione peroxi
dase activity, thus altering t he microenvironment in the propagation of ROS in
[63]. Our study on GPx activity, in installed hyperhomocysteinemia, was consiste
nt with these reported data. GPx activ ity in red blood cells lysate significant
ly decreases as a consequence of experimental i nduced hypehocysteinemia in rats
. We considered that increased amount of free radicals consume the GSH enzyme co
factor which subsequently trigger the enzyme activity decay in [62]. As a conseq
uence GPx activity is lowered in hyperhomocysteinemia thus disturb

ing the detoxification process of H2O2 within cell. Upchurch in[63] demonstrates
that homocysteine reduces mRNA levels of g lutathione peroxidase, indicating th
at the expression of this enzyme is inhibited and/or downregulated. Even it was
attributed to different causes such as: a decrease in en zyme activity, a down r
egulation from high homocysteine levels or an inappropriate gene expre ssion of
GPx, the decrease in GPx activity in Hcys presence is generally reported. Homocy
steineinduced oxidative stress was proved to be generated within vascular cells
in [64]. Our data show that in installed hyperhomocysteinemia the intracellular
spa ce is more affected than the extracellular, circulatory one. We found signi
ficant changes i n antioxidant enzyme systems within erythrocyte (we worked on e
rythrocyte lysate) as compared with total antioxidant capacity (TAC) in plasma i
n [62]. As a conclusion hyperhomocysteinemia by promoting free radical generatio
n affects both erythrocytes and endothelial cells as well in [65,66]. 2.3.2. Ho
mocysteine decreases NO bioavailability The second hypothesis considers that Hcy
acts to prevent NO bioavailability. This process is considered to have, at leas
t partially, the same oxidative basis. In living organisms, including in human,
endothelialderived nitric oxide performs the follow ing function: regulates ves
sel tone by promoting vasodilatation, inhibits platelet activation, adhesion and
aggregation, limits smooth muscle proliferation and modulates endotheliall eukoc
yte interactions in [56]. Homoysteine was proved to limits NO bioavailabili ty t
hus promoting the contrary processes: vasoconstriction, thrombosis and fibrinoly
sis inhibition . There are proposed many patterns for homocysteine impairing NO
bioavaila bility (figure 22). A first process that limits NO bioavailability see
ms to be more a pro tecting mechanism than a harmful one. Homocysteine reacts wi
th nitric oxide to form Snitrosohomo cysteine, which has some of the propertie
s of nitric oxide. It markedly inhibits platelet aggregation, is a potent vasodi
lator and does not support hydrogen peroxide generation. This represents much mo
re a protective mechanism against the adverse effects of homocy steine than a li
miting process in NO bioavailability in [56]. Blood Cell An Overview of Studies
in Hematology 50 However prolonged exposure to high homocysteine concentrations
impairs n itric oxide production. Thus in hyperhomocysteinemia the limited bioav
ailability of nitric o xide could be due to Snitrosothiol formation in [67].

Figure 22. Proposed mechanism through which Hcy inhibits some good factors and act
ivates same bad factors thus influencing thrombosisfibrinolysis respectively con
strictionvasor elaxation processes. tPA, ADMA represents tissue plasminogen activ
ator/respectively asymme trical dimethyl arginine. A second process that limits
NO bioavailability is nitric oxide trappin g/degradation by other radical specie
s. NO is trapped by superoxide to form peroxinitrit e thus being inactivated. Th
is mechanism was confirmed by many experimental data in [63, 68]. Nitric oxide c
an be alternatively degraded by hydrogen peroxide as a consequence of GPx activi
ty inhibition through Hcydependent mechanism. Homocysteine seems to be th e onl
y amino acid amongst all circulating others capable to inhibit glutathione perox
id ase activity in vitro. Cysteine is also capable of generating free radicals a
nd is present in serum at concentrations four times higher than homocysteine but
cysteine doesnt p rove inhibiting properties on GPx activity. Experimental data
show that Hcy inhibits GPx activit y and also suppresses the cellular GPx expres
sion thus promoting the increase of hydrogen peroxide concentration in [64]. Hyd
rogen peroxide promotes in its turn free rad icals generation and peroxinitrite
production thus decreasing NO availability. A third mechanism that limits NO bio
availability is the decrease in NO synthesis t hrough Hcydependent asymmetrical
dimethylarginine (ADMA) generation. ADMA is produced by methylation of specific
arginine residues of certain cellular proteins. Most of these proteins are foun
d in the nucleus. When the proteins are degraded, ADMA and o ther isomers are re
leased to the extracellular space where especially ADMA acts as pote nt endogeno
us inhibitors of NOS enzyme in [69]. Homocysteine in Red Blood Cells Metabolism
Pharmacological Approaches 51 Methionine loading was proved to induce hyperhomoc
ysteinemia. In methion ine loading there is Sadenosylmethionine accumulation an
d as a consequence a high proteins methylation. Asymmetrical dimethylarginine (A
DMA) the product of degradat ion from methylated proteins competitively inhibits
NOsynthetase activity. Elevate d ADMA levels found in hyperhomocysteinemia are
supposed to inhibit NO synthesis thus decreasin g the NO availability in [70].
2.3.3. Homocysteine own action A third way that homocysteine acts is targeting s
pecific proteins whic h are located within cell, on cell membrane or in the extr
acellular space. Two important intracellular proteins, already mentioned, target
ed by Hcy

are the antioxidant enzyme GPx which activity decreases and SOD which activity i
ncreases in homocysteine presence (fig22). Hcy alters other intracellular protei
ns d isturbing the redox potential of endoplasmic reticulum and Golgi apparatus
thus inhibiting the surface expression and secretion of proteins in [71,72]. Hcy
targets proteins located on both membrane surface and within cell. Jacobsen con
siders that circulatory oxidized form of Hcy enters the cell were it is con vert
ed back to reduced Hcy, in reducing environment within cell. Under reduced form
Hcy impairs the bin ding of tissue plasminogen activator (tPA), a protein involv
ed in the breakdown of blood clots, to annexin II in [71] by forming a disulfide
bridge with Cys9 on annexin II. Thus H cy limits the plasminogen conversion to
plasmin. This results in a decreased fibrinolysis. The circulating reduced Hcy a
cts in the same manner with annexin II on the membrane from the vascular endothe
lium. Homocysteine was found to be the only circulating thiol t hat impairs the
binding of tissueplasminogen activator. The atherogenic factor lipoprotein (a)
[Lp (a)] competitively inhibits the binding of plasminogen to fibrin. Fibrin is
a cofactor for plasminogen activation to plasmin, an important enzyme that degra
des fibrin clot. Homocysteine was found to interfere in this process. Hcy and li
poprotein (a) seems to act in the same direction: homocystein e promotes lipopro
tein(a) binding to fibrin and lipoprotein(a) competitively inhibit s the binding
of plasminogen to fibrin. The final effect is the decrease of fibrinolysis. The
com bination of Lp (a) plus homocysteine is a possible mechanisms for the occur
rence of thrombosis in hyperhomocysteinemia in [73]. Protein C is an example of
circulating proteins whose activity is inh ibited by Hcy. The protein C enzyme s
ystem appears to be one of the most important anticoagulant pa thways in the blo
od. Its activation depends on the complex thrombomodulintrom bin. Thrombomoduli
n is an integral membrane protein expressed on the surface of endothelial cells
where it serves as a receptor for thrombin. The complex thrombo modulintrombin
activates protein C thus raising its activity. Homocysteine inhibits th e functi
on of thrombomodulin. Both thrombomodulin and protein C contain disulfiderich d
omains. Reduction of these disulfide bonds by homocysteine may disrupt importan
t structures Blood Cell An Overview of Studies in Hematology 52 within these dom
ains, resulting in impaired function in [74]. The result is the promotion of

thrombotic process. Hcy acts on both endothelial cells and smooth muscle where i
t generates contrast ing effect. On endothelium it promotes injury and impairs D
NA repair, in smooth m uscle Hcy stimulates proliferation in [69]. Md S. Jamalud
din considers that Hcys promotes vascular injury through hypomethylation. When H
cys accumulates it uses adenosine, a normal constituent of all cells, to form S
adenosylhomocysteine (SAH) a potent inhibit or of cellular methylation. By impa
iring methylation Hcy arrests cell growth, increases cellular SAH concentration
in endothelial cells (EC) and decreased DNA synthesis thu s decreasing cellular
repair. This chain of events was not found in vascular smooth muscle ce lls in [
75]. Erythrocytes are also affected by homocysteineinduced hypometilation. Hi g
h intracellular SAH impairs the posttranslational methylation of membrane protei
ns. Reduction in membrane protein methylation was particularly observed for eryt
hrocyte cytoskeletal component ankyrin, which is known to be involved in membr a
ne stability and integrity. Because of hypomethylation, structural damages accum
ulate in eryt hrocyte membrane proteins, and are not adequately repaired thus af
fecting membr ane physical properties. Erythrocyte deformability is a crucial pr
operties for circul atory function in [76]. As a conclusion the effect of elevat
ed homocysteine appears multifactorial affec ting both the vascular wall structu
re and the blood coagulation system as well as e rythrocytes metabolism in [77].
3. The pharmacological influences on the blood cell metabolism Antioxidant drug
s in cardiovascular risk status and roll of red blood cell antioxidant defense c
apacity There are growing evidences on the role of adaptive mechanisms of ery th
rocyte in pathological processes: atherosclerosis, ischemic attack, bacterial in
fect ions, etc. All of this processes involve as main mechanism oxidative stress
. Erythrocytes have an intracellular enzyme and nonenzyme defense system. In or
der to remove reactive spec ies of oxygen, superoxide dismutase (SOD), glutathio
ne peroxidase (GPx) and catalase ac t together. Glutathione (GSH) participates a
s a cosubstrate for GPx in order to detoxify H2 O2 generated by SOD enzyme. GSH
is a critical tripeptide that oxidizes to glutathione disulph ide (GSSG) inact
ive form after reacting with oxygen radicals. GSH proves to be e ssential for re
active species detoxification as a consequence it is permanently restore in i ts
reduced active form by glutathione reductase based on nicotinamide adenine dinu
cleotide phos phateoxidase

(NADPH) from Glucose6phosphate dehydrogenase (G6PDH) catalysed reaction in pe


ntose phosphate pathway. When reactive species of oxygen are quickly and intense
ly generated under external or internal stimulus the activity of SOD, GPx and GS
H concentration are severely changed. Homocysteine in Red Blood Cells Metabolism
Pharmacological Approaches 53 When erythrocytes are undergo shear stress in con
stricted vessels, they release ATP which causes the vessel walls to relax and di
late so as to promote normal blood flow [ 78]. Also, when their hemoglobin molec
ules are deoxygenated, erythrocytes rel ease Snitrosothiols which acts to dilate
vessels, thus directing more blood to areas of the body depleted of oxygen in [
35]. Using Larginine as substrate, erythrocytes can also synthesize nitric oxid
e enzymatically, just like endothelial cells. The nitric oxide synthase is activ
ated wh en the erythrocytes are exposure to physiological levels of shear stress
, thus, nitric oxide i s synthesized, exported and it may contribute to the regu
lation of vascular tonus [79]. Another mechanism that involves the erythrocytes
in relaxing vessel walls is the production of hydrogen sulfide. It works as a si
gnaling gas. It is believed tha t the cardioprotective effects of garlic are due
to erythrocytes converting its sulfur compou nds into hydrogen sulfide. [80] Th
e free radicals released by erythrocytes when they are lysed by pathogens brea k
down the pathogen s cell wall and cell membrane, and so, they are killing them
. This represents the involving of erythrocytes in the body s immune response in
[81]. On the other hand, as response of injury after several stressors, inc lud
ing oxidative stress, energy depletion, as well as a wide variety of endogenous
mediators a nd xenobiotics, the erythrocytes can initiate the self suicidal deat
h (eryptosis). Eryptosis is char acterized by cell shrinkage, membrane blebbing,
activation of proteases, and phosphatidylserine ex posure at the outer membrane
leaflet. This can make the macrophages to recognize d and engulf erythrocyte to
be degraded. Eryptosis can be considered a mechanism of defective erythrocytes
to escape hemolysis. Conversely, excessive eryptosis favors the dev elopment of
anemia. Conditions with excessive eryptosis include iron deficiency, lea d or me
rcury intoxication, sickle cell anemia, thalassemia, glucose 6 phosphate dehy d
rogenase deficiency, malaria, and infection with hemolysisforming pathogens. In
hibitors of eryptosis include erythropoietin, nitric oxide, catecholamine and hi
gh concentratio ns of urea in [82, 83]

The red blood cell SOD activity has been found to be useful in evaluating the bi
ochemical index of copper, zinc and manganese nutrition. The largest amount of
SOD enzyme is found in liver and erythrocytes. There are two forms of SOD in hum
an tissue. One form is present in cytosol and it is a protein containing two ato
ms each of copper and zinc. The other form is a much larger molecule containing
four atoms of manganese and it i s found in mitochondria and cytosol. Significan
t changes in cellular concentrati on of copper, manganese and zinc have the pote
ntial of altering the antioxidant activity of SO D. On the other hands, the corr
elation between of copper and zinc plasma level, the oxidas e activity of cerulo
plasmin in serum, and Cu,ZnSOD activity in erythrocytes can be a way to investi
gate involvement of oxidative stress in pathological conditions, as atherosclero
sis obliterans [84] Blood Cell An Overview of Studies in Hematology 54 Another e
lement involved in the function of necessary enzyme for cellu lar protection is
selenium. Selenium functions primarily as an activator of enzymes neces sary for
cellular protection from oxidative damage and maintenance of normal redox poten
t ials. A primary role of selenium in erythrocytes appears to be the activation
of the enzyme glutathione peroxidase whereby glutathione (the critical tripeptid
e antioxidant/antito xin for all cells) reacts with oxygen radicals. Importantly
, selenium catalyzes glutathione reductase, an enzyme that maintains the glutath
ione in its reduced or active form [85]. Specify participation of erythrocyte en
zymatic system as adaptive mechan ism to different pathological processes and sp
ecify how nutritional deficiencies and oxid ative drugs can interfere these syst
ems introduces the chapter on pharmacology of eryth rocyte antioxidant system. 3
.1. Antioxidant drugs in cardiovascular risk status and roll of red blood cell a
ntioxidant defense capacity 3.1.1. Probucol Probucol has modest lipidlowering p
roperties. It was used for the tre atment of hypercholesterolemia until more tol
erable and effective cholesterolloweri ng treatments, such as the HMG CoA redu
ctase inhibitors, or "statins," became available. Probu col lowers the level of
cholesterol in the bloodstream by increasing the rate of LDL catabolism. Additio
nally, probucol may inhibit cholesterol synthesis and delay cholesterol a bsorpt
ion in [86]. Another possible mechanism of action of probucol is inhibition o f
ABCA1mediated cholesterol efflux without influencing scavenger receptor class B
type Imediated efflux

(ABCA1 = ATPbinding cassette transporter  member 1 of human transpor ter subf


amily ABCA, also known as the cholesterol efflux regulatory protein is a protein
which in humans is encoded by the ABCA1 gene). The inhibition of ABCA1 transloc
ation to the plasma membrane may in part explain the reported in vivo highdensi
ty lipopro teinlowering action of probucol in [89]. Probucol is a powerful antiox
idant which inhibits the oxidation of cholesterol i n LDLs; this slows the forma
tion of foam cells, which contribute to atherosclerotic plaques. The major mecha
nism by which probucol lowers LDL levels relates not t o changes in the cellular
mechanisms for LDL uptake or to changes in LDL production but rather to intrins
ic changes in the structure and metabolism of the plasma LDL in [87]. I t has be
en postulated that the oxidative modification of LDL might contribute to atherog
enesis by faci litating lipid accumulation in macrophages (foam cells) and by in
hibiting macrophage m otility. LDL resists oxidative modification, however, when
probucol is added to in vitro incubations or when the LDL itself is isolated fr
om probucoltreated patients in [88] . Under the treatment with probucol xanthom
atous lesions disappear which that suggest a facil itation of cholesterol transf
erred from tissues to the excretion or catabolic path ways. Compared with other
hipolipemiants, probucol is a non hepatotoxic drug and induces a decrease of lit
hogenic index of bile. Homocysteine in Red Blood Cells Metabolism Pharmacologica
l Approaches 55 In recent studies was shown that probucol protect against diabet
esasso ciated and adriamycininduced cardiomyopathy by enhancing the endogenous
antioxidant system including glutathione peroxidase, catalase and superoxide di
smutase [90]. 3.1.2. The HMG CoA reductase inhibitors, or "statins" Specific fo
r hypercholesterolemia status is the high production of free oxygen radicals. Th
ese can impair the endothelial function because destroying of nitric oxide (NO)
and secondary affecting its beneficial and protective effects on the vessel wall
. Mo st of the other cholesterollowering therapies present, also, antioxidant e
ffects. There are two way improving antioxidant defence system in hypercolestero
lemiant patients: e ither increasing the activities of CuZnSOD and GSHPx or pr
eventing the production of the superoxide radicals. Malone dialdehyde (MDA), mor
e than cholesterol plasma level, is conside red a marker of patients with increa
sed risk of coronary heart disease, because MDA is a marker of lipid peroxidatio
n. In individuals who smoke or who have diabetes are partic ularly prone to

oxidative stress that can lead to the formation of oxidized LDL (oxLD L). Oxidat
ively modified LDL is considered to be highly atherogenic and can be consid ered
a biochemical risk marker for coronary heart disease. Oxidative modification of
LDL increases their ability to bind to the extracellular matrix, increasing its
retention within t he intima and accumulation of oxLDL in macrophages, so, it c
ontributes to the format ion of an atherosclerotic lesion. The oxLDL accumulatio
n within macrophages promotes the chemotaxis of mo nocytes into the vessel wall
and initiates the various proinflammatory effects by different scavenger recept
or pathways: CD36 class B scavenger receptors from human macropha ges (activates
nuclear factor kB that regulates the expression of many proinflammator y genes
), class A scavenger receptors (modify macrophage activation), lectinlike oxidi
zed LDL receptor LOX1 (the expression of endothelial cell adhesion molecule). O
n the o ther hands, the accumulation of inflammatory cells can further increase
the levels of oxidative stress. Oxidative stress inactivates nitric oxide (NO) a
nd inhibits its synthesis by end othelial nitric oxide synthase (eNOS). On this
way, the vasoprotectant effect of NO ( antiinflammatory, antiplatelets, antiox
idant and vasodilator) is affected [92]. Statins inhibit 3hydroxy3methylgluta
rylCoA (HMGCoA) reductase the rat elimiting enzyme in the mevalonate pathway
through which cells synthesizes choles terol. On this way, the "statins" increas
e the resistance of LDL to oxidation. Statins may also exert effects beyond chol
esterol lowering. These pleiotropic vascular effects of statins are involved in re
storing or improving endothelial function: by increasing the bioavailability o f
nitric oxide, promoting reendothelialization, reducing oxidative stress, and in
hibiting inflammatory responses. Other effects of statins that explain their inv
olving in preserving no rmal vascular function and blood flow are: inhibition of
the uptake and generation of OxLDL , decreasing the Blood Cell An Overview of
Studies in Hematology 56 vascular and endothelial superoxide anion formation by
inhibition of NA DH oxidases via Rhodependent mechanisms and preserving the rel
ative levels of vitamin E, vitami n C and endogenous antioxidants (such as, ubiq
uinone and glutathione) in LDL pa rticles. All these mechanisms explain a dual a
ction of statins on oxidative stress, not only decrea sing oxidants but also res
toring antioxidants [92]. Statins reduce both extracellular LDL oxidation (by re
ducing substrate availability) and intracellular oxidative stress (by

cholesterolindependent effects on NO and, indirectly, by reducing OxLDL) [91].


Statins themselves may be able to reduce levels of superoxide radicals , an effe
ct that can only partially be explained by a reduction in LDL cholesterol. Rosuv
as tatin has been reported to reduce markers of oxidative stress in ApoE (/) mice
[93] w hile fluvastatin treatment has been shown to decrease superoxide radical
generation and to reduce the susceptibility of LDL to oxidation in cholesterolf
ed rabbits [95, 96]. Atorvastatin has been demonstrated to inhibit angiotensin I
Iinduced superoxide formation by NADPH oxidase in isolated rat vascular smooth
muscle cells [96] and in rats i n vivo [97]. In addition, statins have been show
n to reduce NADPHdependent superoxi de formation by a monocytederived cell lin
e in culture [98]. Another beneficial effect of statins is potentiation the synt
hesis of tetrahydrobiopterin, which may prevent the uncoupling of eNOS and shift
the balance away from NOSgenerated superoxide production to the generation of N
O [99]. Statins may also b e influence the endogenous antioxidants other than NO
. Atorvastatin has been shown to increase paraoxonase activity and reduce the en
hanced cellular uptake of oxLDL of monocytes differentiating into macrophages [1
00]. Longterm treatment with HMGCoA reductase inhibitors (statins) appears to
upregulate the expression and the activ ity of the vascular endothelial NO synth
ase (eNOS) pathway and increases nitric oxide availability, resulting in not onl
y a downregulation of oxidative enzymes but also a direct scavenging of s uperox
ide anion. As oxygen radical production is increased in various clinical s ettin
gs such as hypercholesterolaemia, diabetes and hypertension, this statininduced
eNOS upregulation may play a foremost role in the vascular protective effects o
f these drugs. [119]. Moreover, sustained nitroglycerin (NTG) treatment is assoc
iated with an increased bioavailability of superoxide anion, likely playing a ma
jor role in the development of n itrate tolerance. The triggering events leading
to this redox imbalance remain controversial as several cellular enzyme systems
have been shown to be impaired by sustained in vivo e xposure to NTG, including
membrane bound oxidases in [121] endothelial NOS in [122] an d arginine transpo
rters [123]. Other effects than hipocholesterolemic of statins was described. Lo
vasta tin or simvastatin has been shown to have antiinflammatory properties. Th
ey reduce monocy te adhesion to endothelial cells, cytokine expression and MCP1
production [101103]. B y limiting the influx of inflammatory cells statins may
reduce the release of superox

ide radicals and the oxidative modification of LDL. On this way statins increase
s the resis tance of LDL to oxidation. Macrophage growth stimulated by oxLDL can
also be inhibited by statin s [92] Homocysteine in Red Blood Cells Metabolism P
harmacological Approaches 57 3.1.3. Fenofibrate Very few data concerning the fib
rates are available. In hypercholesterolemic pat ients, it has been shown that b
ezafibrate is more active than pravastatin in reducing the susc eptibility of LD
L oxidation [104]. Moreover, in diabetics, De Leeuw and Van Gaal ha ve found tha
t fenofibrate, but not pravastatin or simvastatin, can reduce the oxidizi bility
of LDL and of VLDL [105]. 3.1.4. Betaadrenergic blockers Beta adrenergic block
ing agents have also been shown to have beneficia l effect on atherosclerosis. S
everal mechanisms of action have been suggested including an a ntioxidant action
. All loc ers have in vitro antioxidant activity which appears to e rela ted to
their degree of lipophilicity. In patients with CHD, Croft and coworkers sho we
d that, while the lag time in patients with CHD is not significantly different f
rom con trols, in patients with CHD who are taking loc ers, the lag time is high
er than that oserv ed in patients who are not taking loc ers in [106]. When LDL
are oxidized in vitro y copper or y macrophages, carvedilol, the most lipophi
lic -locker appears more potent than p indolol, laetolol, atenolol and propran
olol and this is confirmed in vivo [107]. 3.1.5. Angiotensin-converting enzyme (
ACE) inhiitors ACE inhiitors have een shown to have a eneficial effect in at
heros clerosis. They reduce the progression of the disease in animals. These en
eficial effects of ACE inhiitors have een related to an antioxidant activity a
gainst LDL oxidation that has een demo nstrated. In vitro, the lag time was fou
nd to e clearly increased y the presenc e of captopril at concentrations close
to those that can e achieved therapeutically with large do ses. A similar effe
ct is oserved with N-acetylcysteine which contains like captopril, a sulfhydryl
group. Quinapril, which lacks the sulfhydryl group, had no antioxidant activit
y [108]. In vivo, Aviram and coworkers have shown that the propensity of LDL to
oxidation is incre ased in patients with hypertension and is positively correlat
ed with the lood pressure. Giving captopril or enalapril for 3 weeks decreases
the oxidiziility of LDL. That sugg ests that the sulfhydryl group, which is as
ent in enalapril, does not have any influence on t he resistance of LDL oxidatio
n [109]. Actually, the same group gave data suggesting that the a ntioxidant

activity might e related to the decreased production of angiotensin-II (A-II) a


s A-II appears to increase the LDL oxidation y macrophages [110]. 3.1.6. Calci
um channel locker All calcium channel locker are potent antioxidants in vitro
and this property is proaly related to their interaction with the lipid ilaye
r of the memranes. Lacidipine has the highest degree of interaction with the me
mrane Lacidipine inhiits the LDL oxidation produced y several oxidants. [111]
. Blood Cell An Overview of Studies in Hematology 58 3.1.7. Metaolic medication
- Trimetazidine Trimetazidine (TMZ) is the first in a new class of metaolic ag
ents, availale f or clinical use. In conditions of hypoxia or induced ischemia,
TMZ maintains homeostasis and cellular functions y selectively inhiiting 3-ke
toacyl-CoA-thiolase [112]. As a consequence, fatty acid -oxidation is reduced a
nd glucose oxidation is stimulated, result ing in decreased cellular acidosis an
d higher ATP production [113, 114]. In humans, TMZ has een shown to increase th
e ischaemic threshold and to relieve angina pectoris in pat ients with coronary
artery disease. These enefits have een oserved without any change i n heart r
ate, lood pressure, and rate-pressure product at rest, during sumaximal and pe
ak exercise in [115,116]. There is also demonstration that TMZ has antioxidant p
ropert ies. During acute and chronic ischemia, TMZ reduces the loss of intracell
ular K+ induced y oxygen free radicals and also the memrane content of peroxid
ated lipids [117]. In vivo, pre-treatment with TMZ (4060 mg per day for 7 days) s
ignificantly decreases memrane malondialdehyde (MDA) content of red lood cells
incuated with superox ide dismutase inhiitor diethyldithiocaramate [118]. In
humans, plasma levels of MDA were decreased after pre-treatment with TMZ during
coronary artery ypass surgery [118]. 4. Instead of conclusion Mechanism of act
ion of homocysteine is far from eing elucidated. The ig numer of studies on t
his suject was gathered a lot of evidences aout the ro le of Hcy as a major ca
rdiovascular risk factor. All studied diseases: nephropathies, neurodeg enerativ
e illnesses, osteoporosis, atherosclerosis seems to e triutary to this homocys
te ine effect. It is widely accepted that involvement of homocysteine in the pat
hogenesis of these diseases activates prooxidative mechanisms. Therefore, the in
itiation of therapy of drug with antioxidant properties in such pathologies is j
ustified. Moreover, there is clin ical evidence to support this point of view. T
hus, although the clinicians question the value of

trimetazidine in the treatment of myocardial ischemia or degenerative deafness.


[124-128] there are the clinical trials and asic research that support the ene
fits of th is antioxidant metaolic medication. Scientific arguments exist regar
ding the use of a torvastatin [129, 130] or nimodipine [131] therapy for antiisc
hemic effects and preventio n of vascular events. Author details Filip Cristiana
and Zamosteanu Nina Dept. Biochemistry. Univ.Med. Pharm. Gr.T.Popa, Iasi, Romania
Alu Elena Dept. Pharmacology. Univ.Med. Pharm. Gr.T.Popa, Iasi, Romania Homocyst
eine in Red Blood Cells Metaolism Pharmacological Approaches 59 5. Acknowledgem
ent Our research study to which we referred at the references was supported y g
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Journal of Neurosurgery February, Vol. 62 (2):200205 Chapter 4
2012 Shaikh and Bhartiya, licensee InTech. This is an open access chapter distri
buted under the terms of the Creative Commons Attribution License (http://creat
ivecommons.org/licenses/by /3.0), which permits unrestricted use, distribution,
and reproduction in any medium, provided the ori ginal work is properly cited. P
luripotent Stem Cells in Bone Marrow and Cord Blood Ambreen Shaikh and Deepa Bha
rtiya Additional information is available at the end of the chapter http://dx.do
i.org/10.5772/48133 1. Introduction In a short span of few years, the possibilit
y that the human body c ontains cells that can repair and regenerate damaged and
diseased tissue has become a reality . Adult stem cells have been isolated from
numerous adult tissues, umbilical cord, and ot her nonembryonic sources, and h
ave demonstrated a surprising ability for transformation into othe r tissue and
cell types and for the repair of damaged tissues. (Image: Hematopoiesis_ (human)
_diagram.png by A. Rad) Figure 1. Hematopoiesis in Bone Marrow Blood Cell An Ov
erview of Studies in Hematology 70 In the 1950s, researchers discovered that the
bone marrow contains ste

m cells i.e. hematopoietic stem cells (HSC) with the ability to selfrenew and g
ive rise to c ell types in the blood and immune system (Figure1). Multipotent HS
Cs reside at the apex of hematopoietic hierarchy and they are connected to matur
e cells by a complex roadmap of progenitor intermediates. The HSC differentiate
into two different kinds of progen itors viz. Common Myeloid Progenitors (CMP) a
nd Common Lymphoid Progenitors (CLP), which further differentiate to various blo
od cells including platelets, granulocytes, lymphocytes and macrophages. As a re
sult, bone marrow transplantation became the standard method of care for most he
matopoietic malignancies whereby the HSCs were able to repo pulate bone marrow a
fter any kind of hematopoietic failure. A recent review by Do ulatov et al [1] d
escribes the knowledge gathered over the years on Hematopoiesis. Besides HSC, an
other stem cell population, the mesenchymal stem cells (MSC) was identified in t
he bone marrow about 40 years ago [2]. MSCs comprise of the adher ent stem cell
population with immunemodulatory properties. Besides bone marrow, MSCs can also
be extracted from virtually all postnatal as well as extraembryonic tissues s
u ch as amniotic membrane, placenta and umbilical cord. They can differentiate a
long multiple lin eages and exhibit significant expansion capability in vitro. C
otransplantation wit h MSCs improves engraftment of HSCs after autologous intra
bone marrow transplantation [3]. MSCs are also considered useful as vehicles fo
r emerging cell and gene therapies in the field of tissue engineering [4]. Recen
tly it has been postulated that MSC provide the conducive microenvironment for H
SCs and thus maintain the stemness and proliferation of HS Cs and support HSC tr
ansplantation [3]. 2. Transdifferentiation of bone marrow stem cells Blood is o
ne of the most highly regenerative tissues in our body wit h almost one trillion
cells arising daily. Over the last decade several investigators have d emonstra
ted that BM stem cells not only contribute to development of blood cells but als
o to the regeneration of various organs and tissues [5, 6]. MSC isolated from va
rious sources can differentiate into diverse cell types, showing a unique abilit
y to cross lineage borders (i.e. are able to differentiate towards ectoderm, me
soderm and endodermderived cell type s) and do not express the major histocomp
atibility complex (MHC) class II Human Leuko cyte Antigen (HLADR) antigens. Thi
s, together with their in vitro proliferative pot ential and their immunoregulat
ory properties, renders them extremely promising for regenerative m edicine

applications in several diseases [7]. These observations were mainly explained b


y the hypothesis that the BM stem cells are plastic and thus could dedifferentiate
into various cell types of nonhe matopoietic organs and tissues [8]. The possi
bility that HSC/MSC are plastic and able to transdifferentiate raised hope that
HSC/MSC isolated from BM, mobilized into the peripheral blood ( mPB) or cord bl
ood (CB) could become a universal source of stem cells for tissue/ organ repair.
This was supported by several demonstrations of the remarkable regenerative pot
ential of HSC in animal models, for example after heart infarct [5], stroke [9],
spinal cord injury [10], and VSELs in Bone Marrow and Cord Blood 71 liver damag
e [11] and of MSC in skeletal regeneration [12], cardiac r egeneration [13], dia
betes [14] and osteogeneis imperfect [15]. The potential of adult stem cells als
o resulted in slow growth of research and funding restrictions on ES cells durin
g President Bu sh regime in USA based on the argument that destroying embryos to
derive human ES cell lin es was not essential, when better alternatives includi
ng adult stem cells are available for regenerative medicine (http://en.wikipedia
.org/wiki/Stem_cell_controversy). H owever the excitement over plasticity of HSC
reduced when their role in repair o f damaged organs became controversial [16,
17]. Several alternative mechanisms were proposed to explain the transdiffer en
tiation of bone marrow stem cells [18] including (i) epigenetic changes i.e. fac
tors p resent in the environment of damaged organs may induce epigenetic changes
in the gen es that regulate pluripotency of HSCs (ii) cell fusion during which
infused HSCs may f use with cells in damaged tissues and form heterokaryons whic
h express markers of both d onor and recipient cells (iii) paracrine effect i.e.
HSCs are source of different trophic and angiopoietic factors that may promote
tissue/organ repair (iv) microvesicles depende nt transfer of molecules like re
ceptors, proteins and mRNA between HSC and damaged ce lls and (iv) presence of p
luripotent stem cell population in the bone marrow in ad dition to HSC & MSC tha
t may contribute to regeneration. Presence of other stem cells in the BM may als
o explain the loss of contribution of BM cells to organ regeneration wi th the u
se of highly purified population of HSC [16]. Of these various possibilities (i)
and (ii) are extremely rare and most likely the fact that BM houses heterogeneo
us and perhaps plu ripotent stem cells may explain transdifferentiation potentia
l of bone marrow. It has been demonstrated that

there are heterogeneous stem cell populations in adult bone marrow com partment.
Under appropriate experimental conditions, a certain type of bone marrow stem c
ells appears to differentiate (or transdifferentiate) into a variety of nonhaem
opoietic cells of ectodermal, mesodermal and endodermal origins (such as myocyte
s, neural cells and hepatocytes) [67].Various investigators have reported plurip
otent stem cells in the bone marr ow by using varied approaches to demonstrate t
heir presence and are listed in Table 1. The potential relationship of the BMde
rived pluripotent stem cells rep orted by various investigators and compiled in
Table1 is not clear. It is possible tha t these are overlapping populations of c
ells identified by slightly different isolation/ expansion strat egies and likel
y that all of these versatile BMderived Oct4+ nonhematopoietic stem ce lls, w
hich were given different names, are in fact very closely related to the same ty
pe of BMresiding Pluripotent Stem Cells (PSC). This overlap was elegantly descr
ibed earlier by Ra tajczak and his group [25] that various investigators are loo
king from different " keyholes" at the same population of stem cells that are hi
ding in a "darkroom" of the bone marrow environment. They further suggested that
a founder cell may exist in the bone marro w which is responsible for multilinea
ge differentiation. Table 2 is a compilation of various markers reported on thes
e differently described PSCs in the bone marrow respon sible for their mobility
(CXCR4), pluripotency (Oct4, Nanog, Rex, Tert), nonhematopoiet ic lineage (CD4
5), immune status (MHC1) and their developmental migration similari ty to PGCs
(SSEA1). Blood Cell An Overview of Studies in Hematology 72 Stem Cell Functional
attributes (in brief) MAPCs Multipotent Adult Progenitor Cells Described first
by Verfailles and her group [19] Extracted from bone marrow in mouse, rat and hu
man Plastic in nature and give rise to multiple cell types Single MAPC in early
mouse embryo can contribute to all body tissues Ability to transdifferentiate Do
not form teratomas SSEA1+, CD13+, Flk1low, Thy1low, CD34, CD44, CD45, CD117(ck
it), MHC I, MHC IIm SSEA1+, OCT4+ Can reconstitute bone marrow and also give rise
to HSCs Many characteristics like ES cells MAPCs maintain telomere length Plurip
otent properties even after 50 doublings MIAMI Marrow

Isolated Adult Lineage Inducible Cells Bone marrow derived adult stem cells isol
ated in humans aged 3 72 years [20] Pluripotent by nature Capable of differenti
ating into cells from all three germ layers Positive for OCT4, REX1 and telome
rase >50 population doublings with no sign of senescence Express markers typical
ly associated with embryonic stem cells RS cells Recycling Stem Cells Are a sub
population of cells present amongst the MSCs [21] Small in size Proliferate rapi
dly CD45 MACS Multipotent Adult Progenitor Cells Express pluripotentstatespeci
fic transcription factors (OCT4, Nanog and Rex1[22] Cloned from human liver, he
art, and BMisolated mononuclear cells High telomerase activity Wide range of di
fferentiation potential. MPCs Mesodermal Progenitor Stem Cells Detected in bone
marrow and cord blood [23] Exist as a subpopulation in MSC culture Fail to divi
de in culture thus quiescent Multi to pluripotent by nature Express SSEA4, OCT
4, Nanog by IF and RTPCR VSELs Very Small Embryoniclike Stem Cells Homogenous
population of rare (~0.01% of BM mononuclear cells) Sca1+ Lin CD45 cells identi
fied in murine BM [24] Express SSEA1, OCT 4, Nanog and Rex1 & Rif1 telomeras
e protein Small size (~3.5 m in diameter) Large nucleus surrounded by a narrow ri
m of cytoplasm Opentype chromatin (euchromatin) Differentiate into three lineag
es Do not form teratoma Quiescent population of cells Table 1. Pluripotent Stem
Cells Reported in the Bone Marrow VSELs in Bone Marrow and Cord Blood 73 Charact
eristics Markers MAPC MIAMI MACS RS VSEL Shape and size Form small

colonies in culture Form small colonies in culture Small Small Small CXCR4 + + +
+ + CD 133 ND ND   + Sca 1 ND ND ND ND + CD 45     OCT4 + + + ND + REX1
ND + + ND + Nanog + + + + + TERT + + ND + + SSEA 1 + ND ND ND + MHC1  ND + ND
Quiescent by nature No data available No data available No data available No da
ta available + Teratoma formation Do not form teratoma Do not form teratoma Do n
ot form teratoma Do not form teratoma Do not form teratoma NDexperiment not don
e; + positive;  negative Table 2. Compilation of Various Markers on BM Pluripot
ent Stem Cells Besides these pluripotent stem cells, BM also houses Tissue Commi
tted Stem Cells (TCSCs) including Epithelial Progenitor Cells (EPCs). Available
literature sugges ts that postnatal neovascularization does not rely on formatio
n of new blood vessels fro m preexisting ones (angiogenesis) rather on EPCs mig
rating from the BM to induce neovascu larization. EPCs and HSCs share certain ma
rkers like Flk1, Tic2, Sca1, and CD34. As a result it has been suggested that
they both may arise from a common precursor [26]. Interestingly the transdiffer
entiation ability of adult BM cells into various TCSCs like hepatocytes, cardiom
yocytes, vascular endothelial cells, neuronal cells etc. occ urs only when there
is a need i.e. into hepatocytes when damage is inflicted on th e liver by radia
tion or

chemical damage [27], into cardiomyocytes when myocardial infarction is induced


[28], into endothelial cells on inducing ischemia [29] and into neural stem cell
s on inducing stroke [30]. In the same manner, the BM stem cells have also been
shown to transdiffer entiate into germ cells when gonadal function is compromis
ed e.g. by treating with busulphan in female [31] and male [32] mice. Freshly pr
epared BM may also exhibit early tissuespeci fic markers but are upregulated s
everal folds when the function of organ is compromised [33 ]. Pluripotent stem c
ells are expected to be more primitive to TCSCs bas ed on their developmental hi
erarchy (totipotent  pluripotent  multipotent unipotent stem ce lls). This is a
lso supported by various observations shown below. Blood Cell An Overview of Stu
dies in Hematology 74 Freshly isolated TCSC from the BM express tissue committed
markers PSCs in BM acquire these markers after many days in culture TCSCs expre
ss cKit which is a more differentiated marker not expressed by PSCs . Thus we p
ropose following developmental hierarchy of stem cells in bone marrow ( Figure:2
) as opposed to the existing notion that HSC sit at the apex of hematopoietic sy
st em [1]. Figure 2. Developmental hierarchy of stem cells in bone marrow The ex
isting controversial literature that HSCs and MSCs can transdifferentiate into
various lineages can be alternatively explained by the presence of these pluripo
tent ste m cells. These PSCs interact closely with the MSCs by a process defined
as emperipol esis [34]. The MSCs secrete SDF1(Stromal Derived Factor1) and ot
her chemoattractants there by creating a homing environment for these pluripote
nt stem cells (express CXCR4). Th us isolated BM stem cells have always been con
taminated with these PSCs which may ha ve resulted in transdifferentiation and
that HSCs/MSCs (being lineage restricted themse lves) possibly do not account fo
r the observed plasticity. 3. Origin & deposition of hematopoietic and nonhemat
opoietic stem cells in bone marrow Early embryogenesis is the most active period
for the developmental mi gration/trafficking of stem cells. With the beginning
of gastrulation and organogenesis, s tem cells migrate to places where they esta
blish rudiments for new tissues and organs. At certain points, of development st
em cells colonize tissue specific niches, where they reside as a p opulation of
self renewing cells supplying new cells that effectively replace senesc ent ones
or those undergoing apoptosis. VSELs in Bone Marrow and Cord Blood 75 In mammal
s the first primitive HSC are found in the yolk sac and first definitiv

e HSC a few days later in the aortagonadmesonephros (AGM) region [35]. From the
y olk sac and/or AGM region HSC migrate to the fetal liver (FL), which during t
he sec ond trimester of gestation becomes the major mammalian hematopoietic orga
n. By the end of the second trimester of gestation, HSC leave the fetal liver an
d colonize BM tis sue. Signals for the translocation of HSC from the fetal liver
to BM are provided by the alpha chemok ine SDF1 that is secreted by osteoblasts
lining the developing marrow cavitie s, marrow fibroblasts and endothelial cell
s. In response to SDF1, HSC that expresses, SDF1 receptora seven transmembran
espanning G protein coupled CXCR4 receptor, leave the fetal liver a nd begin to
home into BM where they finally establish adult haematopoiesis. It is very like
ly that at this point BM is also colonized by severa l other nonhematopoietic st
em cells that may circulate during organogenesis and rapid foetal gr owth/expans
ion. In support of this stem cells for different tissues express CXCR4 on their
surface and follow an SDF1 gradient. Thus the SDF1CXCR4 axis alone or in comb
ination with other chemoattractants plays a crucial role in the accumulation of
nonhematopoietic s tem cells in developing BM [36, 37]. These cells find a perm
issive environment to survive in BM, and may play an underappreciated role as a
reserve pool of stem cells fo r organ/tissue regeneration during postnatal life.
The presence of these various populations of stem cells in the BM (Table 1) is
a result of the developmental migration of stem cells during ontogenesis and the p
resence of the permissive environment that attracts them to the BM tissue. HSC a
nd o ther nonhematopoietic stem cells are actively chemoattracted by factors sec
reted by BM s tromal cells and osteoblasts (e.g. SDF1), hepatocyte growth facto
r (HGF)) and colon ize marrow by the end of the second and the beginning of the
third trimester of gestation [24]. It is assumed that these nonhematopoietic pl
uripotent stem cells are deposited in the BM during early embryogenesis and subs
equently may be mobilized in stressed situations and circulate in the peripheral
blood. Similarly due to the stress of delivery these cells may also be present
in cord blood [18]. Interestingly various terminologies like MAPCs, MIAMI, RS ce
lls etc. (Table 1) d isappeared from the literature after initial publications a
nd excitement except VS ELs. Ratajczak and group have made tremendous contributi
on to the field of VSELs biology. At presen t various laboratories across the wo
rld are providing evidence to support the pl uripotent property and potential of
VSELs isolated from cord blood and bone marrow [38].

Possible reason being the method to isolate VSELs by flow cytometry described by
Rata jczak and group could easily be replicated in various labs across the worl
d. 4. Very small embryonic like stem cells (VSELs) VSELs were identified by Rata
jczak and group in 2006 by multi paramet er sorting in adult murine BM. They exp
ress several morphological (e.g., relatively large n uclei containing euchromati
n) and molecular (e.g. expression of SSEA1, Oct4, Nanog, Rex 1) markers Blood C
ell An Overview of Studies in Hematology 76 characteristic for embryonic stem ce
lls (ESCs) [33]. The morphology of the cells was investigated using transmission
electron microscopy which showed their d istinctive morphology and size differe
ntiating VSELs from HSC in particular in terms of siz e (36 m vs. 68 m for HSC), chr
omatin structure and nucleus/cytoplasm ratio. Based on their small size, presenc
e of PSC markers, distinct morphology (opentype chromatin, large nucleus , narr
ow rim of cytoplasm with multiple mitochondria) and ability to differentiate int
o all t hree germ layers, including mesodermderived cardiomyocytes, these cells
were named very s mall embryoniclike stem cells. The true expression of Oct4 a
nd Nanog in BMderived VSELs (BMVSELs) was recently confirmed by demonstrating t
ranscriptionally active chromatin structure s of Oct4 and Nanog promoters. A mec
hanism based on parentoforiginspecific reprogramming of genomic imprinting th
at keeps VSELs quiescent in a dormant state in tissues has been des cribed. VSEL
s highly express Gbx2, Fgf5, and Nodal, but express less Rex1/Zfp42 transcript a
s compared to ESCD3s what suggests that VSELs are more differentiated than ICM
derived ESCs a nd share several markers with more differentiated EpiSCs. VSELs a
lso highly expr ess Dppa2, Dppa4, and Mvh, which characterize late migratory PGC
s. The expression of germ line mar kers (Oct4 and SSEA1) and modulation of soma
tic imprints suggest a potential developmental similarity between VSELs and germ
linederived primordial germ cells (PGCs) [39, 40]. Developmental Origin of VSE
Ls: VSELs are epiblastderived PSCs deposited early during embryonic development
in developing organs as a potential reserve pool of precursors for TCSCs and th
us this population has an important role in tissue rejuve nation and regeneratio
n. VSELs originate from or are closely related to a populat ion of proximal epib
last migratory Stem Cells (EpiSCs) that approximately at embryonic day (E)7. 25
in mice, become specified to PGCs, and egress from the epiblast into extraembry
onic tiss ues (extraembryonic mesoderm) [41]. VSELs follow developmental route o
f HSCs colonizing to gether

with HSCs first fetal liver and subsequently BM [37]. Thus PGCs, HSCs, and VSELs
form all together a unique highly migrator y population of interrelated Stem Ce
lls (SCs) that could be envisioned to be a kind of fourth highly migratory germ la
yer. [37] Selfrenewal and in vitro differentiation of VSELs: VSELs exist in var i
ous mouse organs [42], have been wellcharacterized and are capable of different
iating into al l three lineages, supporting their true pluripotent character. Mu
rine VSELs form embryoid bodylike structures in cocultures over C2C12 supporti
ve cell line [24] and cou ld become specified into HSCs after coculture over OP
9 stroma cells. VSELsderived HSCs harvested from these cocultures reconstitut
e murine bone marrow after total body irra diation [43]. The Umbilical Cord Bloo
d (UCB)purified VSELs have also been reported to d ifferentiate into neural cel
ls [44] and after coculture over OP9 stroma cells were specified int o HSCs si
milar to murine BMderived VSELs [45]. Apart from umbilical cord blood and bone
marrow, VSELs have also been reported in Whartons jelly and gonadal tissue [46 5
1]. Thei r presence amongst the MSCs in the Whartons jelly is in agreement with o
bservation s made by other groups that MSCs contain a subpopulation of more pri
mitive stem cells [52] or even as postulated by Taichman and group [53] that VSE
Ls are precursors of MSCs. Various studies VSELs in Bone Marrow and Cord Blood 7
7 have also reported that VSELs are mobilized into peripheral blood in response
to injury/ stress in animal models [27,5456] as well as in humans [2830,57] th
us suggesti ng a role in regeneration and homeostasis. 5. Our studies on VSELs i
n cord blood and bone marrow We studied the VSELs in UCB and discarded fraction
of BM [46]. Usual ly the buffy coat obtained after FicollHypaque centrifugation i
s considered to be rich in stem ce lls and used for various studies over several
decades. However, we reported that VS ELs settle along with the RBCs rather tha
n getting enriched in the buffy coat (Figure:3 ). Similarly we found that the disc
arded RBC pellet obtained during initial processing of bone mar row was also rich
in VSELs. These results were explained on the basis of buoyancy. T he adult ste
m cells have abundant cytoplasm, are relatively larger and thus observed in t he
buffy layer whereas the VSELs are the pluripotent stem cells, with high nuc leo
cytoplasmic ratio, minimal cytoplasm and thus sink to the bottom of the tube al
o ng with the RBCs. These VSELs exhibited various pluripotent markers, like CD45


, CD133 + SSEA4 + . They also exhibit other primordial germ cell markers like S
tella and Fragillis, thus supporting their origin from the epiblast stage embryo
at the same time when PGCs mig rate via the dorsal mesentry to the gonadal ridg
es to become a source of germ cells. Figure 3. Isolation and characterization of
VSELs from Cord Blood: ASeparation of cord blood into four layers on FicollHy
paque; BDescription of cells observed in each layer sep arated; CImmunolocaliza
tion studies on MNC (A) and VSEL (B) using polyclonal Oct4 (40X); DMarkers cha
racterized on VSELs using Quantitative PCR and immunofluorescence These studies
have several implications e.g. the stem cell biologists should ask themselves wh
at is getting banked in the cord blood banks. VSELs unknowingly get discarded an
d only adult stem cells (and progenitors) including HSCs and MSCs get banked. Si
milarly autologus stem cell therapy for various indications other than blood rel
ated dis eases have resulted in Blood Cell An Overview of Studies in Hematology
78 minimal improvement. This may be explained since fate restricted progenitors
HSC and MSC may have limited transdifferentiation ability. The pluripotent VSEL
s ha ve maximum plasticity and regenerative potential but are getting discarded un
knowingl y. This raises a valid question on the success of BM transplantation to
treat blood re lated diseases. This success could be accounted for by the diffe
rentiation ability of progenitor cell s into blood cells. While doing immunoloca
lization studies to detect OCT4 positive cells, we found the VSELs express nucl
ear OCT4 whereas a slightly bigger cell in the buffy coat collected f rom both th
e cord blood and bone marrow exhibited cytoplasmic OCT4 (Figure:4). These are p
ossibly the most immediate progenitors descendants from VSELs. We also conducted i
mmunolocalization studies on umbilical cord tissue in the region of Whartons jel
ly which is rich in MSCs. Results show that the MSCs had cytoplasmic OCT4 li ke
HSCs and that there was a distinct subpopulation of small cells with nuclear OC
T4 and were the VSELs, based on their size (Figure:4). On a similar note, when
we did immunolocalizatio n of mouse bone marrow stem cells, we observed that the
MSCs with typical fibroblast like m orphology have cytoplasmic OCT4 along with
VSELs with nuclear OCT4. The MSCs showed a very heterogeneous staining pattern
. Only a sub population of MSCs were positive wher eas other MSCs totally lacked
cytoplasmic OCT4. This possibly shows different di

fferentiation state since as the cell gets more committed, cytoplasmic OCT4 is
no longer required. Figure 4. Immunolocalization of Oct4 in umbillical cord tis
sue Thus we concluded that the bone marrow compartment comprises of pluripotent
VSEL s and their immediate descendants like HSCs and MSCs. Also that the most pr
imitive ste m cell in the bone marrow is a pluripotent VSEL as shown in Figure 2
. Being the most primi tive stem cell in the BM, we hypothesize that VSEL will s
how best engraftment post transplantation and also will be best vehicle for gene
therapy. VSELs possibly undergo asymmetric cell division to self renew and giv
e rise to progenitors which further expand and differentiate to committed cell
types. VSELs remain relatively quiescent throughout life, maintain long telomere
s and are possibly the normal body stem cells which give rise to cancer stem cel
ls (CSC) under certain unfavo urable conditions. We propose that this transforma
tion of a VSEL into CSC occurs due uniden tified changes in the VSELs in Bone Ma
rrow and Cord Blood 79 microenvironment. Recently it has also been reported that
VSELs resist radiother apy (because of their quiescent nature) that destroys al
l actively dividing stem ce ll population in the bone marrow [43]. The somatic m
icroenvironment is also compromised by the r adiotherapy. Thus although the VSEL
s persist, they are unable to reconstitute the bone marrow. Existence of two ste
m cell populations in various adult body tissues is an inter esting concept put
forth by Li and Clevers [58]. They proposed that both quiescent (out of cell cyc
le and in a lower metabolic state) and active (in cell cycle and not able to ret
ain DNA la bels) stem cell subpopulations may coexist in several tissues like gu
t epithelium, hair follicle , bone marrow etc. We have generated data to show th
at similar two distinct populations of ste m cells exist in mammalian gonads als
o. Interestingly similar stem cell biology persists in th e mammalian gonads irr
espective of sex and is possibly an evolutionarily conserved phenomenon as we ha
ve reported the same in mice, rabbits, sheep, monkey and humans [48, 50]. 6. VSE
Ls in mammalian testis We have reported for the first time the presence of a dis
tinct popul ation of VSELs with nuclear OCT4 in adult mouse [48] and human [47]
testis, located towa rds the basement membrane of the seminiferous tubules. Bes
ides, we also detected a prog enitor stem cell population with cytoplasmic OCT4
, which was slightly bigger and had a bundant cytoplasm. These cells showed exte
nsive proliferation with cytoplasmic bridges a s cords. As these cells different
iated further, the cytoplasmic OCT4 was gradually lost. In terestingly the

VSELs were found resistant to busulphan treatment which otherwise destroyed the
dividing progenitors, haploid cells and damaged the somatic niche. Thus, it is e
vident that like the earlier report on bone marrow VSELs, gonadal VSELs are also
resistant to oncotherapy. VSELs possibly undergo asymmetric cell division to gi
ve rise to progenitors, whi ch undergo clonal expansion and may further differen
tiate into sperm (Figure:5) 7. VSELs in mammalian ovary A gentle scraping of the
adult ovary surface (mouse, rabbit, sheep, m onkey and human) with a sterile bl
ade releases stem cells in a Petri dish [50]. On H & E staining, two distinct st
em cell populations can be easily detected based on their size and differential
OCT4 staining pattern. The smaller stem cell population are smaller than th e R
BCs and exhibit nuclear OCT4 whereas the slightly bigger population exhibits cy
toplasmi c OCT4. Like cords in the testis, in the ovary we observed the presenc
e of germ cell nests wi th cytoplasmic continuity representing extensive prolife
ration of progenitor stem cells. These stem cells were present in peri menopaus
al human ovary and also persisted in mo use ovary after busulphan treatment. Lik
e in the testis, the functionality of ovarian stem cells is also affected by a c
ompromised niche. Three weeks culture of perimenopausal ovarian stem cells prod
uces oocytelike s tructures, embryolike structures in vitro [50]. Thus the ste
m cells retain their functionality but are unable to differentiate because of a
nonsupportive niche. Blood Cell An Overview of Studies in Hematology 80 Figure
5. Revised scheme for premeiotic development of germ cells in adult human testis
8. Significance of somatic microenvironment Niche on VSELs functionality A relati
vely quiescent VSEL and actively dividing progenitor model that possibly exists
in ovary, testis, bone marrow, cord blood and Whartons jelly ensures that the mast
er stem cell undergoes very few rounds of DNA replication to prevent its genome f
rom agerelated changes and acquisition of errors during DNA replication. Table 3
highlights the importance of the somatic niche in controlling the stem c ell fa
te. It is the same VSEL that exists in different body organs but the niche dicta
tes its fa te [46]. Sr.no Tissue VSEL with nuclear Oct4 Progenitor stem cells w
ith cytoplasmic Oct4 (tissuespecific progenitor stem cells) 1 Testis Adark spe
rmatogonia stem cells SSCs (Adark)

2 Ovary Ovarian germ stem cells (OGSCs) 3 Bone marrow, Umbilical cord blood and
tissue Hematopoietic stem cells (HSC) Mesenchymal stem cells (MSC) Table 3. Deta
ils of Very Small EmbryonicLike Stem CellDerived Progenitors in Ad ult Human Tis
sues The possible reason why extensive plasticity of VSELs is evident in bone ma
rrow and cord blood (so many different kind of TCSCs have been described) in con
tra st to testis or ovary may be because the bone marrow niche is more permissiv
e as compared to a gonadal n iche which is more specialized and thus restricted in
nature. VSELs in Bone Marrow and Cord Blood 81 9. VSELs and cancer Several year
s of cancer research suggests that cancers begin with gene tic changes that occu
r over a period of 15 to 20 years and in few cases a link to chroni c inflammati
on has been proposed e.g. in case of ovarian cancers, Barretts esophagus etc. How
ever, emergi ng literature suggests that quiescent VSELs distributed in various
organs may be a cellular or igin of cancer development. In 1855 Virchow proposed
the embryonal rest hypothesis of tumor formation, based on histological similar
ities between tumors and embryonic tissues. This th eory was later expanded by o
ther pathologist including Julius Conheim, who suggested that tumor s develop fr
om residual embryonic remnants lost during developmental organogenesis [59] Rece
ntly identified VSELs in various adult body tissues display morphol ogy and mark
ers characteristics as the pluripotent embryonic stem cells. These cells could s
uppo rt Virchows concept of an embryonic origin of cancer. Possibly the somatic n
iche, which keep s the VSELs in a quiescent stage under normal circumstances, un
dergoes some changes which pu sh the quiescent VSELs to an actively dividing sta
te i.e. the tumor. Wang et al [60] recently reported that persisting embryonic c
ells in adult mice and humans at the squamocolumnar junction are possibly the s
ource of Barrett s metaplasia and that it does not arise from mutant cells. They
proposed that certain precancerous l esions, such as Barrett s, initiate not fr
om genetic alterations but from competitive i nteractions between cell lineages
driven by opportunity. Similarly, almost 90% of ovarian cancers arise f rom the
ovary surface epithelium which is also the niche for ovarian stem cells. It is b
eing proposed that ovarian niche gets compromised with age leading to menopause
[61, 62] and also t o cancer. It

is essential to dissect out age related changes which lead to menopause and how
they differ from those which lead to cancer. OCT4, characteristic marker of VSE
Ls is also a very good marker with high sensitivity and specificity for testicul
ar germ cell tumors as well [63]. Cancer stem cells and VSELs with embryonic cha
racteristics have a lot of similarities in terms of markers, telomere length, an
d resistance to radiotherapy; thus it may b e proposed that VSELs transform into
CSCs when certain not so well understood ch anges occur in the microenvironment
. It is possible that inflammation may alter the niche where the VSELs reside. I
t is highly unlikely that a somatic cell which is relatively senescent and has s
hort telomeres will dedifferentiate and acquire long telomeres to transform into
a cancer stem cell. Keeping this in mind, because of a defect in stem cell in t
he bone marrow due to an altered niche defective stem cell divisions occur and d
ifferentiation of such altered cells results in appearance of chromosomal defect
s in mononuclear cells picke d by standard cytogenetic studies. Identification o
f VSELs in adult tissues also opens new areas of inve stigation to elucidate how
these cells contribute to the development of poorly differentiated tumors. S tu
dying the biology of normal stem cells may help us to better understand the bi o
logy of cancer, and explain its resistance to radiochemotherapy, ability to an
unlimited p roliferation and establishment of distant metastases. Blood Cell An
Overview of Studies in Hematology 82 10. Conclusions The field of BMT also stand
s to greatly benefit once VSELs potential are realize d. A review article by Tak
izawa et al [64] makes an interesting reading and that despite adv ances in the
field, timely availability of HLA matched BM is still problematic for patients i
ncluding those who require multiple transplantations. In this context, in vitro
expans ion of HSC is crucial but not yet achieved. It is still hoped that a sin
gle HSC may suffi ce to induce longterm multilineage engraftment. Notta et al [
65] reported the possibility of CD49f as a specific marker to isolate HSC. In th
e chapter we are proposing that VSELs possibly give rise to HSC and may be bette
r cell source to induce engraftment. Using cell surface markers to identify cell
types always has associated issues since surface phenotype of a cell can change
depending on the activation status of the precursor cells. DanovaAlt et al [66
] recently concluded that UCB VSELs neither have embryonic nor adult stem celll
ike phenoty pe, are not equivalent to mouse VSELs, have aneuploid karyotype and
should not be regard

ed as a stem cell population. However, they have studied Lin/CD45/CD34+ cells


and not Lin/CD45/CD133+ cells, which are the VSELs as described by Ratacjzak an
d group [38 ]. Further it remains to be confirmed whether the aneuploidies they
report are a technical artefact, since no cell lineage is expected to be aneuplo
id. VSELs could potentially be a real therapeutic alternative to the use of huma
n ES cells since they do not form teratomas, are relatively quiescent and can be
isolated from an autologous source. The fact that VSELs may differentiate in vi
tro into cells fro m all three germ layers makes these cells potential candidate
s in regenerative medicine. Finally , the mechanism by which VSELs could contrib
ute to development of some malignancies could shed more light on origin of tumou
rs. In conclusion it is of vital importance to eva luate if VSELs could be effic
iently employed in the clinic. The work on VSELs is on the verge of develop ment
and in coming years will bring more answers to the potential of these cells. 11
. Key points of the Chapter The transdifferentiation potential of the HSC or MS
C from bone marro w is controversial and can be alternatively explained by the p
resence of pl uripotent stem cells in the bone marrow. MAPC, MIAMI, VSELs, RS ar
e possibly the same pluripotent stem cells, described differently by various inv
estigators. All of these terminologies have d isappeared over time in published
literature except VSELs that are being widely studie d by various groups across
the world. VSELs are epiblast derived stem cells expressing pluripotent markers
with high nucleocytoplasmic ratio and transcriptionally active chromatin. They h
ave been isolate d from various murine organs as well as from human organs inclu
ding gonadal tissues, cord blood, bone marrow and Whartons jelly. VSELs (with nuc
lear OCT4) possibly are the most primitive cell type in BM and umbilical cord a
nd give rise to HSC and MSC (with cytoplasmic OCT4). VSELs in Bone Marrow and C
ord Blood 83 The quiescent nature of VSEL prevent it from tumor formation in viv
o but an altered somatic niche may lead to transformation of VSEL to cancer stem
cell resulting in cancer. Author details Ambreen Shaikh and Deepa Bhartiya * St
em Cell Biology Department, National Institute for Research in Reproductive He a
lth (ICMR), Mumbai, India

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2012 Faraj and Salem, licensee InTech. This is an open access chapter distribute
d under the terms of the Creative Commons Attribution License (http://creativec
ommons.org/licenses/by/3.0 ), which permits unrestricted use, distribution, and
reproduction in any medium, provided the ori ginal work is properly cited. CRea
ctive Protein Moneer Faraj and Nihaya Salem Additional information is available
at the end of the chapter http://dx.doi.org/10.5772/47735 1. Introduction C rea
ctive protein (CRP) was so named because it was first discovered as a subs tance
in the serum of patients with acute inflammation that reacted with the C (c ap
sular) polysaccharide of pneumococcus [1]. Discovered by Tillett and Francis in
1930[2], it was initially thought that CRP might be a pathogenic secretion as it
was elevated in people with a variety of illnesses in cluding cancer [3], howev
er, the discovery of hepatic synthesis demonstrated that it is a native protein
[4][5][6][7]. CRP is phylogenetically a highly conserved plasma protein, with ho
molog in vertebrates and many invertebrates that participates in the systemic re
sponse to i nflammation. Its plasma concentration increases during inflammatory
states, a character t hat has long been employed for clinical purposes. CRP is a
pattern recognition molecule, binding to specific molecular configurations that
are typically exposed during cell death o r found on the surfaces of pathogens.
Its rapid increase in synthesis within hours af

ter tissue injury or infection suggests that it contributes to host defense and
that it is part of th e innate immune response [8]. 2. Molecular structure of CR
P Entrez Gene summary for CRP the protein encoded by this gene belongs to the pe
ntaxin family. It is involved in several host defense related functions based on
its ability to recognize foreign pathogens and damaged cells of the host and to
initi ate their elimination by interacting with humoral and cellular effector s
ystems in the blood . Consequently, the level of this protein in plasma increase
s greatly during acute phase response to tissue injury, infection, or other infl
ammatory stimuli[12]. It is induced by IL1/inte rleukin1 and IL6//interleukin6
Blood Cell An Overview of Studies in Hematology 90 UniProtKB/SwissProt: CRP_HU
MAN, P02741 Size: 224 amino acids; 25039 Da Cofactor: Binds 2 calcium ions per s
ubunit Subunit: Homopentamer. Pentaxin (or pentraxin) have a discoid arrangemen
t of 5 noncovalently bound subunits Subcellular location: Secreted Mass spectrom
etry: Mass=23028; Method=MALDI; Range=19224; Source=Ref.15; Mass spectrometry:
Mass=22930; Method=MALDI; Range=19223; Source=Ref.15; Function: Displays severa
l functions associated with host defense it promotes ag glutination, bacterial c
apsular swelling, phagocytosis (CRP initiates the activation of the complement c
ascade and binds Fc gamma RI (CD64) and Fc gamma RIIA (CD32a) on p hagocytes to
activate phagocytic responses) and complement fixation through its calci umdepe
ndent binding to phosphorylcholine. It can interact with DNA and histones an d m
ay scavenge nuclear material released from damaged circulating cells [13]. The C
RP Entrez gene cytogenetic band located on the first chromosome: 1q21q23 Ensemb
le cytogenetic band: 1q23.2 HGNC cytogenetic band: 1q21q23. CRP is a 224residu
e protein with a monomer molar mass of 25106 Da. The protein is an annular penta
meric disc in shape [14][15]. Figure 1. Pentameric structure of CRP viewed down
the 5fold symmetry axis. The effector face of the molecule is on the top, while
the calcium and PChbinding sites are on the oppo site recognition face [1] CRe
active Protein 91 3. Methodology and clinical applications CRP is used mainly as
a marker of inflammation. Apart from liver fai lure, there are few known factor
s that interfere with CRP production Measuring and charting CRP values can prove
useful in determining disease progre ss or the effectiveness of treatments.

Blood, usually collected in a serumseparating tube, is analyzed in a medical la


boratory or at the point of care. Various analytical methods are available for
CRP d etermination, such as ELISA (Enzymelinked immunosorbent assay ELISA can p
erform other forms of ligand binding assays instead of strictly "immuno" assays,
though the name ca rried the original "immuno" because of the common use and hi
story of development of this method. The technique essentially requires any liga
ting reagent that can be immobil ized on the solid phase along with a detection
reagent that will bind specifically and use an enzyme to generate a signal that
can be properly quantified. In between the washes only th e ligand and its speci
fic binding counterparts remain specifically bound or "immunoso rbed" by antigen
antibody interactions to the solid phase, while the nonspecific or unbound compo
nents are washed away. Unlike other spectrophotometric wet lab assay formats wh
er e the same reaction well (e.g. a cuvette) can be reused after washing, the EL
ISA plates hav e the reaction products immunosorbed on the solid phase which is
part of the plate and thus are not easily reusable)[19], immunoturbidimetry (Imm
unoturbidimetric Method This reagent is in tended for the in vitro quantitative
determination of CRP concentration in se rum or plasma on automated clinical che
mistry analyzers)[20], rapid immunodiffusion(is a d iagnostic test which involve
s diffusion through a substance such as agar.Two commonly known for ms are Oucht
erlony double immunodiffusion and radial immunodiffusion) [21], and visual agglu
tination [22][23] (quantitative slide method and semi quantitative diluted metho
d) There are two different tests for CRP. The standard test measures a much wide
r range of CRP levels but is less sensitive in the lower ranges. The highsensit
ivity CRP (hsCRP) test can more accurately detect lower concentrations of the
protein (it is more sensitive), which makes it more useful than the CRP test in
predicting a healthy perso n s risk for cardiovascular disease [24]. (hsCRP) te
st measures using laser nephelometry. The test gives results in 25 minutes with
sensitivity down to 0.04 mg/L [26]. hsCRP usually is ordered as one of several
tests in a cardiovascular risk profile, often along with tests for cholesterol a
nd triglycerides. Some experts say that the best way to predict risk is to combi
ne a good marker for in flammation, like hsCRP, along with the lipid profile [2
7]. CRP is one of several proteins that are often referred to as acute phase rea
ctan ts and is used to monitor changes in inflammation associated with many infe
ctious and autoimmune

diseases [28]. We should be healthy at the time of the sample collection, withou
t a ny recent illnesses, infections, inflammation, or other tissue injuries. Sin
ce the hsCRP an d CRP tests measure the same molecule, people with chronic infl
ammation, such as those wit h arthritis, should Blood Cell An Overview of Studie
s in Hematology 92 not have hsCRP levels measured. Their CRP levels will be ver
y high due to the arthritis often too high to be measured or meaningful using th
e hsCRP test [29]. Normal concentration in healthy human serum is usually lower
than 4.9 mg/L, slightly increasing with aging. Higher levels are found in late
pregnant women, active inflammation, bacterial infection, severe bacterial infec
tions, tissue in jury (postoperation), trauma and burns. CRP is a more sensitive
and accurate reflection of the acute phase response than the ESR[30] another bl
ood test often ordered in conjunction with CRP (erythrocyte sedimentat ion rate
or sed rate known as ESR) both CRP and ESR give similar information abo ut nons
pecific inflammation. CRP appears and disappears more quickly than changes in ES
R. Therefore, your CRP level may drop to normal following successful treatment [
31] , whereas ESR may remain elevated for a longer period. The halflife of CRP
is constant. Therefore, CRP level is mainly dete rmined by the rate of productio
n (and hence the severity of the precipitating cause). In the first 24 h, ESR ma
y be normal and CRP elevated [32]. CRP and ESR have been used to diagnose postop
erative infections after spinal surgery. We did a prospective study in Baghdad [
33]. The aim of the study was to determine the duration of the physiological ris
e in the serum CRP w ithout the development of infection following lumbar lamine
ctomy. Forty patients (1 9 women, 21 men) mean age 44.2, age range 2760 yrs wer
e included in the study. All patients underwent laminectomy. Additional clinical
data relevant to the stu dy included body temperature, duration of surgery & bl
ood transfusion. The indication of surgery established several days to weeks bef
ore the surgical procedure. Pathologic findings included: 27 lumber spinal canal
stenosis 2 reoperation for stenosis 1 spinal canal hydrated cyst 10 lumber disc
herneation. Preoperatively, a single shot antibiotic prophylaxis with cefotaxim
e 1 gram was give to all cases. All patients were operated under general anesthe
sia. Duratio n of surgery varied from 60180 min. (average 80.5 min.). Before su
rgery no patient receiv ed steroids. Blood

samples were taken on the day of surgery and on each consecutive day after surge
ry for10 days. The parameters taken were CRP, ESR, Total white blood cell count
. On 1st post op erative day the CRP started to increase in 34 patients (range 1
2 96, averag e 27). In the 2nd and 3rd post operative day all the patients had
high CRP with an average of 39 &38 respectively. This increase was highly signif
icant (P<0.001). A dramatic decline in the CRP level was noticed to start in the
5th post operative day (average 27 ), then gradual CReactive Protein 93 reduct
ion was noticed until a normal ranges at day 9th post operative ly (average 4.8)
as shown in figure 2. Figure 2. The CRP level of all patients from day one whi
ch is here is the operat ion day to day 11, the average values plotted together
[34] Increased CRP values during the first 5 postoperative days did not i ndica
te that an infection is ongoing. An infection should be considered with prolonge
d CRP elevation (more than 5 days) as noticed is one of our patients or when a s
econd rise occur s. Although we did not use steroids or non steroidal anti infla
mmatory drugs post operativel y, but these medications seems to effect on the le
vel of CRP. Munoz m. et al [35 ] revealed that preoperative treatment with napro
xane and famotidine was well tolerated and reduced the acute phase response afte
r instrumented spinal surgery. In this study we cou ld not find any correlation
of the raised CRP level they age , sex , ESR , WBC cou nt , body temperature dur
ation of surgery blood transfusion[36] with exception of Orrego LM et al[37] who
noticed that more complex surgical procedure had higher CRP level and explaine
d due to the amount of tissue trauma. Sugimorik et al [38] showed no correlation
b etween the high CRP concentration and the level, type of lumbar disc herneati
on or the preoperative clinical data. Thelander et al [39] noticed that peak lev
els were not related to bl eeding, transfusion, operation time, administered dru
gs, age or sex However, it has not be en demonstrated if resolution of the signs
and symptoms of postoperative spinal wound inf ections in patients who are bein
g treated with intravenous antibiotics correlates with thes e markers. CRP is a
sensitive marker of pneumonia. A persistently high or rising CRP level suggests
antibiotic treatment failure or the development of an infective complication. Th
ese results suggest that CRP, rather than TNF or IL-6, m y h ve
role s clin
ic l m rker

in pneumoni [40]. Most recently CRP h s m de he dlines s it rel tes to he rt d


ise se n ssoci ti on between Blood Cell An Overview of Studies in Hem tology 9
4 minor CRP elev tion nd future m jor c rdiov scul r events h s been re cognize
d, le ding to the recommend tion by the Centers for Dise se Control nd the Amer
ic n He rt Associ tion th t p tients t intermedi te risk of coron ry he rt dis
e s e might benefit from me surement of CRP. It is yet to be determined if CRP s
erves s m rker of he r t dise se or whether it pl ys p rt in c using theros
clerotic dise se (h rdening th e rteries)[41]. CRP h s been shown to h ve
clo
se rel tionship with v scul r dise ses. C RP is
powerful independent risk f ct
or for therosclerosis nd therosclerosis-rel ted dise ses (Lusic et l., 2006
[42]; Verm et l., 2006)[43]. Elev ted high-sensitivity CRP (hsCRP) h s be en m
e sured in the blood of p tients with essenti l hypertension (Li et l., 2005) [
44] or bdomin l ortic neurysms (V in s et l., 2003 [45]; T mbyr j et l.,
2007 [46]) wit h enh nced systemic or loc l rteri l str in. Elev ted serum hsCR
P independently correl tes wit h blood pressure (Sung et l., 2003)[47], rteri
l stiffness (Kim et l., 2007) [48], nd neurys m l size (V in s et l., 2003)
[49]. Although sever l investig tions h ve demonstr ted th t neurysm l tissues
nd dise sed coron ry rtery venous byp ss gr fts (J bs et l., 2003)[50] produc
e CRP, little is known bout its mech nism. Blood vessels re dyn mic lly subje
cted to mech ni c l str in in the forms of stretch nd she r stress th t result
from blood pres sure nd blood flow. Mech nic l str in on the vessel w ll c n in
cre se from 15 to 30% in hypertensive individu ls (S f r et l., 1981[51]; Sh w
nd Xu, 2003)[52][53]. CRP testing is not precise enough to di gnose specific di
se ses but serves more s gener l indic tor th t more testing m y be needed if
infl mm tion or infection is found. The CRP test is therefore useful in ssessi
ng p tients with the following list[54]: Swelling nd bleeding of the intestines
(infl mm tory bowel dise se). P inful swelling of the tissues th t line the joi
nts (rheum toid rthritis). Dise ses of the immune system, such s lupus. Pelvic
infl mm tory dise se (PID) P inful swelling of the blood vessels in the he d n
d neck (gi nt cell rteriti s). C ncer of the lymph nodes (lymphom ). Infection
of bone (osteomyelitis). Connective tissue dise se He rt tt ck Infections Pne
umococc l pneumoni Rheum tic fever Tuberculosis 4. F ctors th t effects on high
levels of CRP

M ny doctors will ((NSAIDs like spirin, ibuprofen, blood. Both ntiinfl mm tory
drugs us reducing CRP. However, there re in the blood.
prescribe t king non steroid l nti-infl mm tory drugs nd n proxen) or st tins
m y reduce CRP levels in nd st tins m y help to reduce the infl mm tion, th n t
ur l tre tments th t c n help reduce infl mm tion
C-Re ctive Protein 95 Following re some of the n tur l tre tments for lowering
C - re ctiv e protein levels nd infl mm tion in the blood: Fish Oil Omeg 3 F t
ty Acids Doctors nd nutritionists h ve recommended Omeg 3 s for ye rs, nd rec
ently fish oil h s been the most recommended source for Omeg 3 F tty Acids. Fis
h oil cont ins two of the most ther peutic Omeg 3 F tty A cids the DHA nd EPA.
These two f tty cids re the most re dily bsorbed by the body (much more so t
h n the ALA found in fl x seed oil), nd c n help reduce infl mm tion in the blo
od mong other benefits. Ginger - Ginger root extr ct h s long been used in Asi
n cooking, n d h s been used for centuries s digestive id nd motion sickne
ss cure, nd more recen tly to lower cholesterol. Ginger c n lso help reduce in
fl mm tion, s it rel xes the muscles surrounding blood vessels nd f cilit tes
blood flow throughout the body. MSM - Methyl Sulfonyl Meth ne, commonly known s
MSM, is n tur lly occurring s ulfur compound found in some veget bles. MSM is
found in m ny rthritis for mul s, nd h s strong nti-infl mm tory properties.
These three nutrients m y help reduce CRP levels in your blood. All three re i
m port nt for m int ining he rt he lth s well s gener l he lth nd wellbeing [
55]. There w s study found
signific nt effect of tre tment for 2 mont hs wit
h 1000 mg/d y vit min C on pl sm CRP, in non dise sed moder tely overweight non
smok ers with b seline CRP 1.0 mg/L. The m gnitude of the effect w s simil r to t
h t of st tins . There w s no signific nt effect of vit min E. These d t repres
ent the l rgest study to d te on the effects of vit mins C nd E on CRP nd exte
nd our previous findings in overweight ctive nd p ssive smokers. They indic te
th t vit min C should be further i nvestig ted for its potenti l for reducing c
hronic infl mm tion nd its consequences. And t hey identify threshold concent
r tion bove which there is potenti l for reduction in CRP. Future studies to
determine whether vit min C c n reduce some of the infl mm tion-rel ted dverse
consequences of obesity should be considered. Such tri ls shoul d focus on indi
vidu ls with elev tions (.1.0 mg/L) in CRP, bec use studies with l

ow-risk persons re less likely to show n effect, resulted in misle ding outcom
es. If pe rsons with lower CRP levels must be included, sep r te r ndomiz tion o
f those with CRP .1.0 mg/L woul d justify sep r te ex min tion of this subgroup,
ssuming dequ te power in this str tum. In ddition, if the potenti l independ
ent effect of vit min C is to be determined, it would be necess ry to exclude pe
rsons who re t king other nti-infl mm tory dru gs (except lowdose spirin for
he rt dise se prevention) nd to exclude users of mu ltiple vit mins (something
which h s not been done in most l rge ntioxid nt tri ls), bec use multiple vit
mins lone c n r ise pl sm scorbic cid levels subst nti lly nd m ke the cont
rol group insufficiently different from the ctive tre tment group. Fin lly, it
m y be prudent to ev lu te vit min C lone, unp ired with vit min E, s we found
we ker CRP-lowering effect with the combin tion th n with vit min C lone in
our previous tri l [56] . Blood Cell An Overview of Studies in Hem tology 96 5.
C - re ctive protein concentr tions in cerebr l spin l fluid in gr mpositive n
d gr m-neg tive b cteri l meningitis Sever l reports h ve shown n bility of CR
P to discrimin te between p tients with b cteri l meningitis nd p tients with
septic (vir l) meningitis. Altho ugh recent Met n lysis suggested th t neg
tive CRP test in either cerebrospin l fluid (CSF) or serum c n be used with ve
ry high prob bility to rule out b cteri l meningitis , more recent report sugg
ested th t serum concentr tions re
better screening tool for th is differenti
l di gnosis. The subst nti l incre se in CSF CRP, s well s the trend of n in
cre sed CSF/bl ood r tio of CRP, suggests th t infection with gr m-neg tive b ct
eri enh nces perme bility of CRP through the blood-br in b rrier. It is possib
le th t these findings re flect the bility of the endotoxin lipopolys cch rides, present in gr m-neg tive but not in gr m-positiv e b cteri , to ffect the pe
rme bility of the blood-br in b rrier [57][58]. CSF ni tric oxide (NO) m y be in
volved in this mech nism bec use its concentr tion in CSF is higher in gr m-neg
tive meningitis. This possibility is supported by the higher potency of gr m-neg
tive b cteri to promote m croph ge NO production [59], the enh nced production
of NO i n the CSF of septic meningitis [60], nd the role of NO in perme bility
ch nges of the bloodbr in b rrier in LPS-induced experiment l meningitis [61].
Another interesting potenti l expl n tion for the present observ tion is th t li
popolys cch ride-s produced by gr m-neg tive b cteri could induce loc l CRP s

ynthesis in the centr l nervous system. CRP c n be produced in neurons [62], nd


lipopolys cch ride-s c n induce CRP in extr hep tic sites [63]. This m y lso
expl in the incre se, lbeit nonsignific nt, in serum CRP in the gr m-neg tive c
ses . There is currently no single test to di gnose the etiology of meningitis
promptly nd ccur tely. G iven its high sensitivity nd e sy me sur bility, CRP
m y be useful supplement for r pid di gnosis nd c tegoriz tion of b cteri l
meningitis. Author det ils Moneer F r j nd Nih y S lem Dep rtment of Neurosur
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t extr hep tic s ites. Blood 1996;87:1862-1872. Ch pter 6
2012 T k h shi et l., licensee InTech. This is n open ccess ch pter distribut
ed under the terms of the Cre tive Commons Attribution License (http://cre tive
commons.org/licenses/by/3.0 ), which permits unrestricted use, distribution, nd
reproduction in ny medium, provided the ori gin l work is properly cited. Whol
e Blood RNA An lysis, Aging nd Dise se Junko T k h shi, Akiko T k tsu, M s ki M
is w nd Hitoshi Iw h shi Addition l inform tion is v il ble t the end of the
ch pter http://dx.doi.org/10.5772/48226 1. Introduction Micro rr y techniques
llow to detect genome-wide perturb tions during v rious tre tments nd to me su
re v rious responses by multitude of gene probes. Toxicog enomics,

in which micro rr y techniques re specific lly used in toxicology test , h s be


en widely recognized s one of st nd rd s fety procedures for chemic ls [1-3]. G
ene expression micro rr ys h ve been used p rticul rly for screening of genes i
nvolved in specific biologic l processes of interest, such s dise ses or respon
ses to environment l stimuli. Such experiments dopt the he lthy st te s contro
l, nd identify highly e xpressed or suppressed genes. However, few studies de l
with the fe tures of gene expression nd its v ri tion t the he lthy st te to be
influenced by species, ge, sex, nd individu l v ri bility. In me suring the s
t te of dise se nd drug response, mini m lly inv sive blood s mpling, which ll
ows for direct me surement of immune-responsive blood cells, excels other inv si
ve biopsy techniques upon dise se di gnostics nd ssessment of drug response,
s well s he lth monitoring. Blood RNA cont ins n enormous mount o f inform ti
on on expression of messenger RNA nd non coding function l RNA which rem in s w
ithout being tr nsl ted into protein. Thus, blood RNA offers n opportunity t o
detect subtle ch nge in physiologic l st te. In this ch pter, we discuss the pot
enti l of the RNA di gnosis using whole blood, showing series of whole blood m
icro rr y experime nts to ev lu te v ri tions of correl tion mong individu ls
nd ges [4], diet ry-induce d hyperlipidemi , nd other stresses using specific
p thogen-free (SPF) mini ture pigs. 2. The use of whole blood RNA n lysis Use o
f whole blood w s intended on two ccounts. First, RNA expression nd degr d ti
on is susceptible to rtifici l m nipul tion such s cell sep r tion nd extr ct
ion. The whole blood m nipul tion voids this risk, unlike de ling with extr cte
d whit e blood cells. In ddition, whole-blood RNA c n be st bilized immedi tely
by using RNA b lood s mpling Blood Cell An Overview of Studies in Hem tology 10
2 tube such s PAXgene. This voids the cell sep r tion process fter s mpling
nd minimizes the possibility of RNA den tur tion. Usu lly, peripher l blood mono
nucle r cells (PBMCs) sep r tion employs the difference of specific gr vity betw
een other blo od components, which should be followed immedi tely fter the bloo
d s mpling. Such m nipul tion requires skilled oper tor to reduce the influen
ce of sep r tion proc edures on gene expression. Second, the whole blood is he
terogeneous popul tion of l ymphocytes (monocytes, T-cells, nd B-cells), gr nul
ocytes (neutrophils, eosinophils, nd b sophils), nd pl telets. One c n expect
th t represent tive subpopul tions in white b lood cells m y v ry

depending on the he lth condition of n individu l. When gre t lter tion occu
rs in some subpopul tions, the whole blood m y lso dep rt from the norm l st t
e o f its ge, bec use whole blood is heterogeneous mixture of such subpopul t
ions. Therefore, identi fic tion of gene expression ch r cteristics nd ge-rel
ted v ri tion in subpopul tio ns in whole blood re essenti l issues. 3. The dv
nt ge of using mini ture pigs Pigs re
useful model nim ls of hum ns bec use
they h ve simil r n tomy nd digestive physiology to hum n [5-6]. In p rticul
r, mini ture pigs re e sier to breed nd h ndle th n other nonprim tes, m king
them n optim l species for preclinic l test [7]. More over, blood s mples c n b
e t ken repe tedly nd hum n medic l devices such s endo scopes nd MRI nd CT
sc nners re lso pplic ble. These dv nt ges incre singly llow mini tu re pig
s for l bor tory nim ls, with recent progress in upgr ded supply systems. In sp
ite of some l rge-sc le micro rr y studies on pigs, only limited mount of fun
d ment l d t is v il ble for pigs comp red to other l bor tory species [8-9].
In September 2003 , the Swine Genome Sequencing Consortium (SGSC) w s formed by
industry, government, nd c demi , to promote pig genome sequencing under inte
rn tion l coordin t ion [10]. In November 2009, since the nnouncement of comple
ted swine genome m p by members of the SGSC, its rese rch environment h s been e
nh nced [11]. 4. Gene expression profiles ch nge rel ted to ging It is p rticul
rly import nt to identify gene expression ch r cteristics nd v ri tion of hete
rogeneous popul tion of cells with ge in whole blood. Fr ctions of lymphocytes,
monocytes, neutrophils, eosinophils, nd b sophils in white blood cells showed
insignific nt differences with ge s result of ANOVA n lysis. This study tt
empted to identify ch r cteristics of ge-rel ted gene expression by t king i nt
o ccount of ch nge in the number of expressed genes by ge nd simil rities of
g ene expression intensity between individu ls. 4.1. Ch r cteristics of study su
bjects Five m les nd five fem les of 12 week old Cl wn mini ture pigs were hous
ed indi vidu lly in c ges of 1.5 m 2 t the SPF f cility of the breeder (J p n F
rm Co., Ltd, K goshim , J p n) Whole Blood RNA An lysis, Aging nd Dise se 103
for 18 weeks. Me n body weights of m les nd fem les t the beginning of the exp
eriment were 7.0 kg nd 6.9 kg respectively. During this period, ll nim ls wer
e fed wi th 450g/d y st nd rd dry feed (Kod k r 73, M rubeni Nisshin Feed Co., L
td., Tokyo J p n) with free

ccess to w ter. Fetuses were t ken out from their mothers on d ys 77 to the 84
d ys of the pregn ncy by
C es re n section. The unborn b by s sex w s determin
ed b sed on the sh pe of the vulv . T ble 1. Subject body weight results doi:10.
1371/journ l.pone.0019761.t001 All blood s mples were collected from the superio
r ven c v t 12, 16, 20, 24, nd 30 weeks of ge. Blood (EDTA), pl sm (EDTA)
nd serum s mples for hem tology nd biochem ic l tests were collected 24 hours
fter f sting. Hem tology nd biochemic l tests were conducted by Clinic l P tho
logy L bor tory, Inc. (http://www.p tho.co.jp/i ndex.html) (K goshim , J p n) us
ing st nd rd clinic l methods. Body weight ch nge nd hem tologic l v ri tion du
ring breeding period re shown T ble 1 nd T ble 2, respectively. One-w y ANOVA
n lysis for ge-rel ted v ri tions in red blood cell count (RBC), hemoglobin co
ncentr tion (HGB), nd hem tocrit v lue (HCT) showed signific nt differences for
both m les nd fem les. However, the me n corpuscul r volume (MCV), me n corpu
scul r hemoglobin (MCH), nd me n corpuscul r hemoglobi n concentr tion (MCHC) r
em ined unch nged. Differences in pl telet count ( PLT) nd fibrinogen level (Fb
g) were signific nt only for fem les. Any signific nt differ ences were not obse
rved for both m les nd fem les for Prothrombin time (PT), ctiv t ed p rti l th
rombopl stin time (ATPP), nd the white blood cell count (WBC). Simi l rly to hu
m ns, the r tio of lymphocytes to white blood cells incre sed with m tur tion fr
om 16 to 30 weeks of ge. However, its difference w s st tistic lly insignific n
t ccording to ANO VA n lysis. From 12 to 30 weeks of ge, the r tios of gr nul
ocytes (neutrophils, eosinophils, nd b sophils), lymphocytes, nd monocytes to
white blood cells were unch n ged, nd differences were lso insignific nt. 4.2.
Micro rr y gene expression profiles - Number of expressed genes To ch r cterize
the ge-rel ted gene expression in whole blood from mi ni ture pigs, RNA n lys
is w s conducted on bloods s mpled from fet l st ge, 12, 20, n d 30 weeks subje
cts. E ch RNA s mple w s n lyzed by n Agilent #G2519F#20109 Porcine Gene Expre
ssion Micro rr y (44K) consisting of 43603 oligonucleotide probes. The ch nge in
the number of expressed genes to identify ge-rel ted c h r cteristics w s ex m
ined. Micro rr y gene expressions were divided into two groups; bse nt nd j y g
Sex n 12 weeks 16 weeks 20 weeks 24 weeks 30 weeks P 0.6 10.7 3.8 12.1 2.6 15.0
1.7 17.7 1.7 < 0. 001 M le 5 7.0 Fem le 5 6.9 0.5 7.9 3.2 10.1 2.6 13.5 2.1 16.0
2.6 < 0. 001

V lues re me n SD.
P v lues were c lcul ted using one-w y f ctori l ANOVA.
Blood Cell An Overview of Studies in Hem tology 104 present, using fl g indic tors
given by the sc nner. B ckground level w s determined from spot intensities ou
tside the gene probing re . Absent w s ssigned to the spots whose intensities we
re less th n the b ckground level, while the rests were m rked s present. Then e
ch gene w s judged s either expressed or unexpressed b sed on the number of present e
vents. We defined cert in gene s expressed when pre sent exceeds 75% out of repli
c ted events. A threshold of 75% w s chosen by considering experiment l devi tio
n. T ble 2. Subject hem tology results doi:10.1371/journ l.pone.0019761.t002 j g
y Hem tologic l n lysis Sex n 12 weeks 16 weeks 20 weeks 24 weeks 30 weeks P RB
C, 10 4 72.6 858.0 97.7 894.8 55. 8 919.0 21. 0 866.2 24. 5 < .05 /L M le 5 742.7
Fem le 5 727.0 20.2 886.6 62.2 921.2 64. 5 901.4 46. 1 838.4 44. 2 < .001 HGB,
g/dL M le 5 14. 9 1.6 16.4 1.2 17.3 0.6 18.3 0.4 17.7 0.3 < .00 1 Fem le 5 14. 9
0.4 17.5 0.8 18.0 0.9 18.4 1.1 17.5 0.6 < .001 HCT, % M le 5 50. 9 5.1 53.6 2.7
54.7 2.1 58.4 2.8 55.3 1.2 < .05 Fem le 5 49. 0 1.8 56.1 2.2 57.8 4.2 57.9 3.0
54.8 2.8 < .01 MCV, fL M le 5 65. 8 1.0 66.3 2.5 67.3 2.9 65.1 1.4 65.8 2.2 NS M
CH, Pg M le 5 19. 8 0.5 20.0 1.1 20.1 0.9 20.5 0.6 20.6 0.8 NS CHC, % M le 5 30.
1 0.4 30.2 1.0 29.9 0.9 31.5 0.9 31.2 0.8 NS PLT, 10 4 /l M le 5 21. 3 0.4 31.6
10.8 18.1 4.4 25.0 8.6 24.9 5.1 NS Fem le 5 34. 5 2.0 24.8 5.5 19.0 5.0 24.8 8.9
19.7 5.7 < .05 PT, sec M le 5 13. 8 3.2 15.5 0.3 16.5 0.9 15.9 0.7 16.1 0.6 NS
Fem le 5 - 15.8 1.1 16.1 0.5 16.4 0.5 16.0 0.7 NS APTT, sec M le 5 < 20 < 20 < 2
0 < 20 < 20 Fem le 5 < 20 < 20 < 20 < 20 < 20 Fbg, mg/dl M le 5 171.3 36.9 185.8
93.8 169.4 39. 4 158.6 9.0 147.8 34. 2 NS Fem le 5 - 160.2 19.4 145.2 16. 3 176
.5 20. 1 123.3 27. 5 < .05 WBC, 10 2 /L M le 5 62. 0 18.7 86.6 12.7 78.8 24.7 79.
6 24.0 71.8 13.2 NS Fem le 5 66. 0 23.4 74.0 13.7 78.0 18.7 72.4 10.4 61.8 11.3
NS Lymphocyte, % M le 5 34. 8 12.1 45.2 7.4 44.6 9.3 36.8 6.9 33.6 7.6 NS Neutro
phil, % M le 5 55. 0 10.9 43.1 10.3 44.8 7.4 52.2 7.0 56.2 9.2 NS Eosinophil, %
M le 5 3.8 2.2 3.1 1. 4 3. 0 1. 9 5. 0 2.7 4.6 1.7 NS B sophil, % M le 5 0.3 0.5
0.3 0. 4 0. 2 0. 4 0. 0 0.0 0.2 0.4 NS Monocyte, % M le 5 6.3 1.0 8.0 3. 2 7. 4
1. 5 6. 0 2.1 5.4 1.3 NS Biochemic l v ri bles for mini ture pigs during the ex
periment re shown. V lues re me n SD. RBC, red blood cell count; HGB, hemoglob
in concentr tion; HCT, hem tocrit v lue; MCV, me n corpuscul r volume;

MCH, me n corpuscul r hemoglobin ; MCHC, me n corpuscul r hemoglobin co ncentr t


ion; PLT, blood pl telet count; PT, prothrombin time; ATPP, ctiv ted p rti l t
hrombopl st in time; Fbg, fibrinogen level; WBC, whit e blood cell count; nd NS
: not signific nt. P v lues were c lcul t ed usi ng one-w y f ctori l ANOVA. Whol
e Blood RNA An lysis, Aging nd Dise se 105 The number of expressed genes w s le
ss in fet l st ge nd inf ncy period but inc re sed with ge, re ching ste dy
st te of gene expression fter 20 weeks of g e (Figure 1). Expressed genes for
m le nd fem le were n lyzed by one-w y f ctori l ANOVA. T hen TukeyKr mers meth
od w s pplied only to signific nt groups. Differences betwe en ge groups (fet
l st ge, 12, 20, nd 30 weeks of ge) were signific nt for m le , fem le, nd mi
xed subjects of m le nd fem le. A Tukey-Kr mers multiple comp risons test reve l
ed th t differences between fet l st ge nd other ge groups were st tistic lly
signific nt (p<0.001) for both m le nd fem le. Also, differences were signific
nt (P<0.05) between 12 nd 30 weeks fem les. Figure 1. Number of genes expressed
in whole blood of mini ture pigs t differen t ges. In the gr ph, represents m
le nd represents fem le. V lues re me ns SD. doi:10.1371/journ l.pone.0019761
.g001 4.3. Micro rr y gene expression profiles Correl tion of gene expression V
ri tions in correl tion coefficients mong individu ls of the s me g e nd diff
erent ge groups were ev lu ted. Pe rson correl tion coefficient w s used for co
r rel tion n lysis. Correl tion coefficients for
tot l of 31 micro rr ys were
obt ined i n norm lized sign ls log-sc le fter excluding bsent spots. A color-c
oded p irwise correl tion m trix is shown in Figure 2. The color sc le t the bo
ttom indic tes correl tion strength. The ver ge correl tion coefficient within
the s me ge group is shown in Figure 3. V ri tions in gene expression were gre
ter for younger subjects, but it diminish ed with ge while gener ting resemblin
g expression p tterns. Correl tion coefficient within 30 weeks ge group w s sli
ghtly sm ller th n th t within 20 weeks ge group. However, this difference is s
m ller th n other dist nt ge groups. Signific nt differ ences were observed bet
ween ny ge groups ccording to n ANOVA n lysis using Fishers Ztr nsform. The
ver ge correl tion coefficient between different ge groups is shown in Figure
4. Signific nt 0 5000 10000 15000 20000 25000

Fet l st ge 12 20 30 N u m b e r o f e x p r e s s e d g e n e s Age (weeks) M l


e Fem le Blood Cell An Overview of Studies in Hem tology 106 differences were ob
served except between f t l st ge vs. 20 weeks nd f t l st ge v s. 30 weeks, nd be
tween 12 weeks vs. 20 weeks nd 12 weeks vs. 30 weeks ccording to n ANOVA n lysis
using Fishers Z-tr nsform (P < 0.05). These results sugg est th t the v ri tion
in gene expression intensity within the s me ge w s gre t in fet l st ge nd in
f ncy period, but converged with ge. Figure 2. Correl tion m trix of ge-rel te
d gene expression. This color-coded co rrel tion m trix illustr tes p irwise cor
rel tions between the levels of gene expression in indiv idu ls. Probe sets with
norm lized sign ls (log-tr nsformed nd sc led) were used to c lcul te correl t
i ons between 31 rr ys using Pe rson correl tion coefficient; sign ls fl gged
s bsent were excluded. doi:10.1371/journ l.pone.0019761.g002 4.4. Cl ssific tion
of genes depending on the st tus of ge-rel ted expression All spots on the micr
o rr y were divided into 16 c tegories s shown T ble 3 ft er ssigning 1 for exp
ressed genes nd 0 for unexpressed genes. Here, definitions of e xpressed nd unexpre
ssed re described in M teri ls nd methods. C tegory 1 consists of
tot l of 6,7
63 genes expressed in the fet l st ge, 12, 20, nd 30 weeks of ge. C tego ry 2
consists of tot l of 7,564 genes expressed t 12, 20, nd 30 weeks of ge. C t
egory 4 cons

ists of tot l Whole Blood RNA An lysis, Aging nd Dise se 107 Figure 3. Age-re
l ted correl tion coefficients within the s me ge groups. Corre l tion coeffici
ents were c lcul ted between individu ls within the s me ge groups. The bottom
nd t op of the boxes represent the 25th nd 75th percentiles respectively. The
lower nd upper whiske rs denote the minimum nd m ximum v lues of the d t . Com
p risons of the groups were m de with the ANOVA test. * p < 0.05, ** p < 0.01.
Figure 4. Age-rel ted correl tion coefficients between the different ge groups.
Correl tion coefficients were c lcul ted between the different ge groups. The
bottom nd to p of the boxes represent the 25th nd 75th percentiles respectivel
y. The lower nd upper whiske rs denote the minimum nd m ximum v lues of the d
t . Comp risons of the groups were m de with the ANOVA test. * p < 0.01. 0.7 0.8
0.9 1.0 1.1 Fet l st ge 12 weeks 20 weeks 30 weeks C o r r e l t i o n c o e
f f i c i e n t s 0.87 0.90 0.98 0.95 * **
0.04 0.04 0.00 0.03 **

** ** ** 0.4 0.5 0.6 0.7 0.8 0.9 1.0 F e t


t l s t g e v s . 2 0 w e e k s F e t

l s t

g e v s . 1 2 w e e k s F e

l s t g e v s . 3 0 w e e k s 1 2 w e e k s v s . 2 0 w e e k s 1 2 w e e k s
v s . 3 0 w e e k s 2

0 w e e k s v s . 3 0 w e e k s C o r r e l t i o n c o e f f i c i e n t s *
* Blood Cell An Overview of Studies in Hem tology 108 of 3,547 genes expressed
fter 20 weeks of ge. C tegory 8 consists of
tot l of 827 genes expressed fte
r 30 weeks of ge. Sum of the genes expressed t cert in ge nd those unexpres
sed (C tegories 3, 5, 6, 7, 9, 10, 11, 12, 13, 14, nd 15) w s 1,051. Its fr cti
on w s 5.6% of 18,701 genes (C tegories 1, 2, 4, nd 8) expressing const ntl y o
nce they ppe red. C tegory 16 consists of genes unexpressed throughout the bree
ding period. Figure 5 shows the r tio of the genes belonging to e ch c tegory. T
ble 3. Genes cl ssified into 16 c tegories ccording to the st tus of ge-rel

ted expression doi:10.1371/journ l.pone.0019761.t005 To ch r cterize gene expre


ssion in e ch c tegory, TC Annot tor List (Porcine ver sion 14.0 311-10) w s dow
nlo ded from the TIGR gene Indices. TC Annot tor List i ncludes the gene number
nd the GO terms. Out of 43,603 probes in the Agilent porcine micro rr y (#G2519
F#20109), 6,019 genes be r GO nnot tion. Micro rr y cDNA probes were cl ssifie
d by GO terms of biologic l processes. Out of ll genes, fr ction in C tegories 1,
2 , 4, 8, nd 16 were 31%, 20%, 8%, 2%, nd 38% respectively. Then the differen
ce in gene expression between ll spots nd those in 4 c tegories (C tegories 1,
2, 4, nd 8) w s ex mined. GO groups domin ntly expres sed in C tegory 1 rel te
s to mitosis (GO:0000070, GO:0000022, GO:0007052, nd GO:0007100)
nd to immune
C tegory Fet l st ge 12 weeks 20 weeks 30 weeks Number of genes Definition 1 1
1 1 1 6763 genes expressed from fet l st ge to 30 weeks 2 0 1 1 1 7564 genes exp
ressed from 12 to 30 weeks 3 1 0 1 1 49 4 0 0 1 1 3547 genes expressed from 20 t
o 30 weeks 5 1 1 0 1 14 6 0 1 0 1 80 7 1 0 0 1 7 8 0 0 0 1 827 genes expressed
t 30 weeks 9 1 1 1 0 73 10 0 1 1 0 124 11 1 0 1 0 29 12 0 0 1 0 428 genes expres
sed t 20 weeks 13 1 1 0 0 16 14 0 1 0 0 147 genes expressed t 12 weeks 15 1 0
0 0 84 genes expressed in fet l st ge 16 0 0 0 0 23851 genes not expressed from
fet l st ge to 30 weeks Depending on the st tus of expression, ll spots on the
micro rr y c n be divide d into 16 c tegories. Here, 1 represents n expressed gen
e nd 0 represents n unexpressed gene. Whole Blood RNA An lysis, Aging nd Dise s
e 109 (GO:0043161, GO:0045059, GO:0019886), while those highly expressed in C te
gory 2 rel ted to cellul r defense nd regul tion. Figure 5. R tios of c tegorie
s for groups of the s me ge. The r tios of the gen

es in e ch c tegory were c lcul ted for groups in the fet l st ge nd t 12, 20,
nd 30 weeks of ge. C t egories re defined in T ble 3. doi:10.1371/journ l.po
ne.0019761.g003 4.5. Age-rel ted ch nges in gene expression levels for the immun
e system Expression intensity of immunity gene w s ex mined. Antigen processing
nd prese nt tion (GO:0019882) nd T cell selection (GO0045058) include the m jo
r histocomp tibili ty complex (MHC) genes. By presenting ntigens, MHC is involv
ed in elimin tion of b cteri l or vir l p thogen, rejection of c ncer cells, nd
rejective response on org n t r nspl nt tion. Also MHC is indispens ble in the
immune system. Swine leukocyte ntigens (SLA) re im port nt immunogens for humo
r l responses nd import nt medi tors of the cellul r immune responses through
both direct nd indirect present tion of peptides to T-cells [12]. SLA includes
6 of cl ssic l cl ss I genes (SLA-1, SLA-2, SLA-3, SLA-6, SLA-7, nd SL A-8) nd
8 of cl ssic l cl ss II genes (SLA-DMA, SLA-DMB, SLA-DOA, SLA-DOB1, SLA-DQA, SL
ADQB1, SLA-DRA, nd SLA-DRB1) [13-14]. SLA cl ss II l cks DPA1, DPB1, DRB3, DRB4
, nd DRB 5 in hum ns. On the Agilent porcine micro rr y, ll of SLA genes excep
t DOA re mounted on 28 spots. Among these, 11 SLA genes fell under C tegory 1 ,
1 fell under C tegory 2, nd 1 fell under C tegory 8. Expression of SLA cl ssic
l cl ss I nd cl ss II genes re shown in Figure 6A nd 6B, respectively. Both
genes expressed in f t l st ge , 12, 20, nd 30 weeks in n incre sed m nner by
ge. The Agilent porcine micro rr y h d 7 probes with 7 types of interferon nd
7 pro bes for 4 types of interferon receptors. All of 7 interferon genes fell un
der C tegory 16. Norm lly these genes rem in unexpressed but expressed upon nec
essity. In contr s t, 1 type of interferon receptor gene fell under C tegory 1,
3 fell under C tegory 2, nd wer e expressed Blood Cell An Overview of Studies i
n Hem tology 110 until 12 weeks of ge. Their sign l intensities st yed t const
nt le vels fter 12 weeks (Figure 6C). Toll-like receptors (TLRs) re the princ
ip l p ttern recognition recepto rs. With this inn te immunity, the first immune
response is medi ted into reserved foreign p tterns on recognition. TLRs recogn
ize reserved molecul r p tterns, st rt r pid response to protect the host upon i
nfection, nd produce sign ls, such s cytokines nd co-stimul tory m olecules t
o ctiv te the d ptive immune system [15-16]. Regul tion of the TLR sig n ling
c sc de is import nt for infl mm tory responses, inn te host defense, nd d pti
ve immune r esponses

[17-18]. Most m mm li n species re estim ted to h ve between 10 nd 15 types of


TLRs. The Agilent porcine micro rr y h s 10 types of TLRs probes. Among the se
TLRs, 5 of TLR genes fell under C tegory 2 (expressed until 12 weeks of ge), 1
und er C tegory 8, nd 4 under C tegory 16. Their sign l intensities rem ined co
nst nt fter 12 weeks of ge (Figure 6D). Figure 6. Sign l intensity of m jor hi
stocomp tibility complex (MHC) genes. (A) Swine leukocyte ntigens (SLA) cl ssic
l cl ss I genes. (B) Swine leukocyte ntigens (SLA) cl ss ic l cl ss II genes.
(C) Interferon receptor genes. (D) Toll-like receptor (TLR) genes. Sign l intens
ities were norm lized using qu ntile norm liz tion nd log-tr nsformed fter ex
cluded sign ls fl gged s bsent. The c tegory numbers re shown in gr ph legends.
Genes in C tegories 1, 2, nd 4 re shown in the gr ph. doi:10.1371/journ l.pon
e.0019761.g005 Whole Blood RNA An lysis, Aging nd Dise se 111 5. Gene expressio
n profiles ch nge rel ted to hyperlipidemi To ex mine the us ge of whole blood
RNA n lysis for the e rly di gn osis of the dise se, we showed tr nsitions in d
iet ry induced hyperlipidemi gene expression profiles of whole blood RNA in min
i ture pigs. Hyperlipidemi is well recognized s risk f ctor for c rdiov scul
r dise se (C VD). As diet represents the most import nt determin nt of hyperlip
idemi , diet ry nim l mode ls c n be useful for the study of CVD progression [1
9]. High-f t, high-cholestero l, nd high-sug r diets h ve been shown to induce
hyperlipidemi , obesity, nd insulin resist nce in hum ns nd rodents [20-22]. D
iet ry-induced hyperlipidemi pig models h ve lso been es t blished [23-29]. A
high-f t nd high-cholesterol diet (HFCD) s typic l diet ry tre t ment were u
sed for diet ry-induced hyperlipidemi mini ture pig models, by using specific p
thogenfree (SPF) Cl wn mini ture pigs. Eight 12-week-old, m le Cl wn mini ture
pigs were housed individu lly in c ges o f 1.5 m 2 t the breeders specific p tho
gen-free (SPF) f cility (J p n F rm Co., Ltd, K goshim , J p n) for 27 weeks. Bo
dy weights t the beginning of the experiment were 5.1 (2.6) kg (me n (st nd rd
devi tion; SD)). During this period, 5 pigs were fed with 450 g/d y st nd rd dry
feed (Kod k r 73, M rubeni Nisshin Feed Co., Ltd., Tokyo J p n), nd h d unlimi
ted ccess to w ter (control group). Five pigs were fed highf t, high-choleste
rol diet cont ining 15% l rd nd 2% cholesterol (HFCD group).

Almost no ch nges were observed in f sting pl sm triglyceride levels. F sting p


l sm tot l cholesterol concentr tions h d incre sed in the HFCD group by week
5 of the feeding period (P<0.001) nd were m int ined between 350 nd 1150 mg/dL
from weeks 1027. F sting pl sm high-density lipoprotein cholesterol (HDL-C) con
centr tions incre sed nd showed signific nt differences (P < 0.001) from weeks
1027. F sting pl sm low-density lipoprotein cholesterol (LDL-C) concentr tions
lso incre sed nd showed signific nt differences from weeks 527. F sting pl sm
glucose concentr tions rem ined unch n ged. 5.1. Gene expression profiles of die
t ry-induced hyperlipidemi for whole blood RNA RNA n lyses were conducted on b
lood s mples obt ined t weeks 10, 19 , nd 27 of the feeding periods to ch r ct
erize the diet ry effects on gene expression profiles in whole blood nd white b
lood cells of mini ture pigs. E ch RNA s mple w s n lyzed by
porcine gene exp
ression micro rr y consisting of 43603 oligonucleotide probes. V ri tion in corr
el tion coefficients mong individu ls on the s me diet nd bet ween different d
iet groups w s ev lu ted. Pe rson correl tion coefficients were used f or the co
rrel tion n lysis. Correl tion coefficients for 23 micro rr ys in tot l were ob
t ined for norm lized sign ls log-sc le fter excluding bsent spots, definitio
n of bsent were described in M teri ls nd Methods. A color-coded p irwise correl
tion m trix is displ yed in Figure 7. Blood Cell An Overview of Studies in Hem
tology 112 The correl tion coefficients of whole blood expression profiles withi
n the s me diet groups were 0.97 (0.01) (me n (st nd rd devi tion; SD)), nd 0.9
4 (0.05) for the control, HFCD whole blood t 10 weeks, 0.94 (0.03), nd 0.93 (0
.06) t 19 weeks, nd 0.95 (0.02), nd 0.95 (0.03) t 27 weeks, respectively. Us
ing Fishers Z-tr nsform tion to norm lize the correl tion distributions, no signi
fic nt differences in correl tion coefficients mo ng diet ry groups were observ
ed t ny period during the tre tments. This indic tes unif ormity of diet ryind
uced hyperlipidemi for our protocols. The whole blood correl tion coefficients
mong the different diet groups were 0. 95 (0.04) for control vs. HFCD t 10 wee
ks, 0.93 (0.03) t 19 weeks, nd 0.95 (0. 03) t 27 weeks, respectively. 5.2. As
signing known functions to gene expression - Gene ontology nnot tion Up- nd do
wn-regul ted genes were identified nd cl ssified these ccor ding to function u
sing inform tion from the Gene Ontology (GO) D t b se to underst nd t he observe
d differences in whole blood gene expression profiles for the different diet ry
groups. Top-

r nked genes with fold ch nges in expression gre ter th n 2.0 (p < 0.05) nd les
s th n 0.5 (p < 0.05) were selected t 10, 19, nd 27 weeks. As result, the G
O c tegories of m ny genes up-regul ted t the end of the 19-week diet ry period
were rel ted to nucleotide binding (GO: 0000166, GO: GO: 0005524, 0005525, GO:
0017076, GO: 0019001, GO: 00032553, GO: 00032555, GO: 0032561), nd c t bolic pr
ocesses (GO: 0009057, GO: 00199 41, GO: 0030163, GO: 0043632, GO: 0044257, GO: 0
044265,). M ny genes down-regul ted fter 27 week s were in the GO c tegories re
l ted to biologic l dhesion (GO: 0007155, GO: 0022610). 5.3. Effect of white bl
ood cells on whole blood gene expression profiles in diet ry-induced hyperlipide
mi Micro rr y n lyses were conducted from white blood cells t the end of the
diet ry period to ev lu te the effect of white blood cells on whole blood gene
expression profi les (Figure 8). The correl tion coefficients of white blood cel
ls expression profiles within the s me diet ry groups were 0.94 (0.05) nd 0.95
(0.03) for the control nd HFCD gro ups t 27 weeks. The white blood cells corre
l tion coefficients w s 0.94 (0.04) between cont rol nd HFCD. The ver ge corre
l tion coefficients between whole blood nd white blood cells were 0.83 (0.04)
nd 0.79 (0.05) for control nd HFCD. Using Fishers Z-tr nsform tion to norm lize
the correl tion distributions, no signific nt differences in correl tion coeffic
ient s of white blood cells were observed between control nd HFCD groups. Upnd down-regul ted genes were identified nd cl ssified these ccor ding to funct
ion using inform tion from the Gene Ontology (GO) D t b se to underst nd t he ob
served differences in white blood cells gene expression profiles for the differe
nt diet ry groups, s the s me s whole blood gene expression profiles. Top-r n
ked genes wit h fold ch nges in expression gre ter th n 2.0 (p < 0.05) nd less
th n 0.5 (p < 0.05) were selecte d t 27 weeks. As
result, m ny genes down-reg
ul ted rel ted oxid tion-reduction proce ss (GO:0055114) nd keg p thw ys of ste
roid biosynthesis. Whole Blood RNA An lysis, Aging nd Dise se 113 Figure 7. Cor
rel tion m trix of diet ry-rel ted gene expression profiles of whol e blood. Thi
s colorcoded correl tion m trix illustr tes p irwise correl tions between the le
vels of gene expression in individu ls. Probe sets with norm lized sign ls (logtr nsformed nd sc led) wer e used to c lcul te correl tions between 23 rr ys u
sing Pe rson correl tion coefficient; sign ls fl gged s bsent were excluded. Th
e color sc le t the bottom indic tes the strengths of the correl ti ons.

Figure 8. Correl tion m trix of diet ry-rel ted gene expression profiles of whol
e blood nd white blood cells. This color-coded correl tion m trix illustr tes
p irwise correl tio ns between the levels of gene expression in individu l t fe
eding period t week 27. Probe sets with norm lized sign ls (logtr nsformed nd
sc led) were used to c lcul te correl tions between 15 rr ys us ing Pe rson co
rrel tion coefficient; sign ls fl gged s bsent were excluded. The color sc le t
the botto m indic tes the strengths of the correl tions. Blood Cell An Overview
of Studies in Hem tology 114 6. Gene expression profiles ch nge with other stre
sses Furthermore, possibility w s shown th t whole blood RNA n lysis is ppli
c ble to ev lu tion of physiologic l st te. The degree of stress c n be comp r b
le ccording to the numbers of u p-regul ted nd down-regul ted genes, even if t
he stress is different in qu lity from the others . Sodium zide w s given or ll
y to the mini ture pigs over 20 weeks. T here were no signific nt ch nges of hem
tologic l nd biochemic l properties for dmi nistr ted dose of 300g/kg, one hun
dredth of LD50. On the other h nd, gene expression pro files were obviously ch n
ged. Anesthesi group showed slight degree, but the on e week f sting group sh
owed signific nt difference. This c n be cle rly noticed whe n the contents of
stress is cl ssified by the function of up-regul ted nd down-regul ted genes.
C onsequently, gr de of the stress c n be estim ted ccording to the expression
st te of genes. Stresses P<0.05, Fold ch nge>2 tot l up regul tion down regul ti
on sodium zide 300g/kg ; LD50 1/100 893 339 554 blood remov l 150ml fter 6 hour
s 1747 227 1520 F sting week 3136 1840 1296 nesthesi fter 6 hours 160 87 73
non tre tment (blood remov l 20ml) 73 14 59 T ble 4. Summery of gene expression
condition of sever l types of stress Number of genes 7. Effects of white blood
cells on whole blood gene expression profiles Whole blood cont ins v riety of
cell types s red blood cells, gr nulocytes, lymphocytes, nd pl telets. Most o
f the nucle ted cells in blood re white blood cells such s neutrophils, T-cel
ls, B-cells, nd monocytes. The number of white blood cells in h um ns is known
to decre se ste dily from inf ncy to dulthood, nd its composition (i.e. lympho
cytes, gr nulocytes) lso ch nges with ge [30]. In study of the gene expres sio
n profiles ch nge rel ted to ging, hem tologic l d t of the fet l st ge w s un
v il ble bec use

the mount of collected blood w s insufficient for the n lysis. From 12 to 30 w


eek s of ge, ANOVA n lysis indic ted no signific nt differences in the fr ctio
ns of lymph ocytes, neutrophils, eosinophils, b sophils, nd monocytes. In ddit
ion, these compositions were lmo st equ l to those in hum n dults. The bove r
esult suggests th t the gene expression profil e ch nge of ge-rel ted whole blo
od RNA is not due to the composition of white b lood cell subpopul tions. The in
tr cl ss correl tion between St phylococcus enterotoxin B-stimul ted nd unstimu
l ted blood from he lthy subjects w s signific ntly higher in le ukocyte-derived
s mples the in whole blood, suggesting th t the method of RNA isol tion from wh
o le blood Whole Blood RNA An lysis, Aging nd Dise se 115 c n be
critic l ste
p in blood RNA ss y [31]. Although PBMCs do not cont in ne utrophils, eosinophi
ls, b sophils, nor pl telets, Min et l. reported highly corre l ted results (r
2 = 0.85) for 8,273 genes expressed between the whole blood RNA, by using the PA
X gene Blood RNA system, nd peripher l blood mononucle r cell (PBMC) RNA s mple
s i sol ted from he lthy volunteers by using
Ficoll-P que gr dient nd TRI Re
gent (S IGMA) [32]. Other workers conducted l rge sc le genome-wide expression
n lysis of whit e blood cells subpopul tions. This study indic tes th t correl
tion coefficients for T -cells nd monocytes mong different he lthy subjects w
ere 0.98 0.01 nd 0.97 0.01, respectively. However, for the s me subjects (n=5),
correl tion coefficients between T-cells nd m onocytes w s 0.88 0.01, indic ti
ng v ried correl tion between white blood cells subpopu l tions. In ddition, ge
ne expression n lysis were showed v rying dependence on the isol tion method
such s PAXgene, Buffy co t, nd lysis. The correl tion coeffic ients between is
ol tion methods were 0.89 0.04, 0.91 0.04, 0.96 0.06, for PAXgene vs. lysis , PA
Xgene vs. Buffy co t, nd Buffy co t vs. lysis, respectively [33]. In order to e
nsure the reli bility for to clinic l use of whole blood RNA di gnosis, the deve
lopment of st nd rd method nd me surement st nd rds needs to be sought. The Gen
e Ontology (GO) D t b se w s used to c tegorize gene expression profiles functio
n lly to conduct the effects of white blood cells on whole blood gene exp ressio
n profiles in our study of hyperlipidemi . As
result, the GO term, rel ted to
white blood cell function (GO: 0006954, 0007166), h d high correl tion coeffic
ient. In contr st, GO term

s rel ted to the rep ir of d m ged org ns, including tr nsl tion (GO: 0006412),
positive regul ti on of growth r te (GO: 0040010), nd growth (GO: 004007), show
ed low correl tion co efficients. We, therefore, conclude th t the difference in
the gene expression profiles between the whole blood nd white blood cells re
not only c used by differences in experiment l protoco ls, but lso by differenc
es in RNA origin [34]. 8. Conclusion Whole blood RNA is e sy to h ndle comp red
to isol ted white blood cell RNA nd c n be used for he lth nd dise se monitori
ng nd nim l control. In ddition , whole blood is
heterogeneous mixture of s
ubpopul tion cells. Once gre t ch nge occur s in composition nd expressing co
ndition of subpopul tions, their ssoci ted ch nge will be reflected on whole bl
ood RNA. Whole blood micro rr y n lyses were conducted to ev lu te v ri tions o
f correl tion mong individu ls nd ges using specific p thogen-free (SPF) Cl
wn min i ture pigs. The ch r cteristics of ge-rel ted gene expression by t king
into ccount o f ch nge in the number of expressed genes by ge nd simil ritie
s of gene expression intensity between individu ls were identified. As result,
the number of expressed gene s w s less in fet l st ge nd inf ncy period but i
ncre sed with ge, re ching ste dy st te of gene expression fter 20 weeks of
ge. V ri tion in gene expression intensity within the s me g e w s gre t in fe
t l st ge nd inf ncy period, but converged with ge. The v ri tion between 20
nd 30 Blood Cell An Overview of Studies in Hem tology 116 weeks of ge w s comp
r ble to th t mong 30 weeks individu ls. These results indic te th t uniformity
of l bor tory nim ls is expected for mini ture pigs fter 20 we eks of ge. In
diet ry-induced hyperlipidemi study, feeding tre tments commenced when the p i
gs were 12 weeks old, RNA n lysis w s conducted on whole blood s mpled fter 10
, 19, n d 27 weeks of the feeding period. V ri tion in whole blood gene express
ion intens ity mong individu ls within the HFCD group w s in the s me r nge s
th t of the controls t ny perio d, indic ting uniformity of diet ry-induced hy
perlipidemi expression profiles in mini ture pigs. Diet ryinduced tr nsitions
of gene expression profiles for genes be ring GO t erms were ex mined. M jor ch
nges included n induction of proteins involved in c t bolic processes nd prote
in met bolism fter 19-week diet ry period, nd reduced expression of protei
ns involved in steroid met bolism nd lipid biosynthesis fter 27-week diet ry
period. In sever l kinds of stress study, the degree (extent) of stress c n be
comp r bl

e ccording to the gene number of up-regul te, or down-regul te, even if the str
ess is different in kind from the others. A possibility w s shown th t whole blo
od RNA n lysis is pplic ble t o ev lu tion of physiologic l st te. By consider
ing v ri tion in gene expression profile s of mini ture pigs, whole blood RNA n
lyses c n be used in pr ctic l pplic tions. The b lood RNA di gnostics under d
evelopment m y eventu lly be useful for monitoring hum n he l th. Author det ils
Junko T k h shi * nd Akiko T k tsu N tion l Metrology Institute of J p n, N ti
on l Institute of Adv nced Industri l Science nd Technology, Tsukub , Ib r ki,
J p n M s ki Mis w Hum n Technology Rese rch Institute, N tion l Institute of A
dv nced Industri l S cience nd Technology, Tsukub , Ib r ki, J p n Hitoshi Iw h
shi He lth Rese rch Institute, N tion l Institute of Adv nced Industri l Scienc
e nd Technology, T k m tsu, K g w , J p n F culty of Applied Biologic l Science
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micro rr y n lysis of diet ry-induced hyperlipidemi gene expression pro files


in mini ture pigs. PLoS ONE 7(5):e37581. Ch pter 7
2012 H y shi, licensee InTech. This is n open ccess ch pter distributed under
the terms of the Cre tive Commons Attribution License (http://cre tivecommons.or
g/licenses/by/3.0 ), which permits unrestricted use, distribution, nd reproduct
ion in ny medium, provided the ori gin l work is properly cited. Prolifer tion
nd Differenti tion of Hem topoietic Cells nd Preserv tion of Immune Functions
Os mu H y shi Addition l inform tion is v il ble t the end of the ch pter http
://dx.doi.org/10.5772/48322 1. Introduction A limited number of pluripotent stem
cells re m inly loc ted in the bone m rrow , nd give rise to ll blood cell 1
ine ges. Bec use of their rel tively short lifesp n, cir cul ting cells must be
continu lly repl ced in living body throughout the life. The t sk performed by h
em topoietic stem cells is sh red in two m in fe tures, th t is, the c p city o
f regener tion which prevents depletion of the cells nd the bility of preserv
tion of blood homeost sis. The mech nisms behind the critic l choice between lin
e ge-commitment nd m inten nce of the stem-cell pool involve
number of comple
x inter ctions between hem topoietic progenitor cells t different st ges of m t
ur tion, strom l cells nd their extr cellul r m trix, s well s v riety of s
timul tory or inhibitory cytokines p rovided by the microenvironment. Hem topoie
tic growth f ctors were first identified in the 1960s s sol uble gents produce
d in spleen, uterus or lung, nd found to m int in the form tion of di fferenti
ted colonies from hem topoietic progenitor cells in semisolid culture systems. H
ence they were n med colony-stimul ting f ctors, CSFs (Schneider nd Dy, 1999).
Most of thes e molecules h ve been purified nd their genes h ve been sequenced.
They re currently v il ble in recombin nt form nd h ve been used with succes
s in clinic l tri ls. Hem topoietic growth f ctors or CSFs c n be divided into t
wo c tegories, ccordi ng to their t rget cell specificity (Figure 1). One group
comprises the f ctors whose ctivi ty is rel tively restricted to p rticul r ce
ll types, such s m croph ge colony-stimul ting f cto r (M-CSF) for m croph ges,
gr nulocyte colony-stimul ting f ctor (G-CSF) for neutrophils , interleukin-5 (
IL-5) for eosinophils nd B cells, nd thrombopoietin (Tpo) for meg k

ryocytes nd erythropoietin (Epo) for the erythroid line ge. The second c tegor
y of growth f ctors h s Blood Cell An Overview of Studies in Hem tology 120 re
l tively wide spectrum of ctivities, such s IL-3 nd gr nulocyte-m croph ge c
olonystimul ting f ctor (GM-CSF). The f ctors t rget
heterogeneous popul ti on
of cells, including both primitive nd line ge-committed progenitors. Action of
these two molecules c n be modul ted by
number of cytokines which re not ess
enti lly growth f ctors. Among these, IL-1, IL-6, IL-9, IL-1l nd leukemi inhib
itory f ctor (L IF) re involved. An interleukin 6 cl ss cytokine or stem cell f
ctor (SCF) pl ys p rtic ul rly import nt role in the mplific tion of e rly s
tem cell commitment. IL-7 is lso noteworthy in this context, with respect to it
s cruci l role in lymphopoiesis, s evidenced by the strong lymphop eni in IL7d
eficient mice. Hem topoiesis c n be lso regul ted neg tively by he terogeneou
s set of molecules, such s interferon, tumor necrosis f ctor- lph (TNF-), tr ns
f orming growth f ctor bet (TGF) and compounds like prostaglandins, ferritin and
lactoferrin. The precise function of cytokines during constitutive hematopoiesi
s in a healthy organism is still unclear, although much evidence has een accumu
lated from the st udy using genetically modified mice. The purpose of hematopoie
sis, however, is no t only the maintenance of homeostasis, ut also a rapid and
controlled response t o stress situations. The immune response induced y infect
ion, the numer of circulating white lood cells can e remarkaly increased (Sc
hneider and Dy, 1999). In the process, the cytokines generated y sensitized lym
phocytes and activated cells of the immune system pla y a crucial role in the re
cruitment and the differentiation of hematopoietic cells. Figure 1. Simplified h
aematopoietic differentiation scheme and cytokines (modif ied from Elk and Dy, 1
999) Proliferation and Differentiation of Hematopoietic Cells and Preservation o
f Imm une Functions 121 In the chapter, we focus on relations and networks of cy
tokines, induced y inge sting in-vivo study of Spirulina and y in-vitro cultur
ed cells, to differentiation of hematop oietic cells and preservation of immune
functions, and discuss the possiility of their medicinal application for sustai
ning a healthy state. 2. Spirulina Spirulina platensis is a helicoidal filamento
us lue-green alga (cyanoa cterium) and has a history of eing used as food for
over a thousand years, and has e en commercially produced for more than 40 yea
rs as a food supplement (Ciferri, 1983; G

ershwin and Belay, 2008). Spirulina platensis is prokaryote and elongs to the c
lass Cyan ophyceae, or Cyanoacteria. In its commercial use, the common name, Sp
irulina, refer s to the cyanoacterium, Arthrospira platensis, and is a whole pr
oduct of iolog ical origin. In its taxonomic use, Spirulina is a name used to d
escrie mainly two specie s of Cyanoacteria, Arthrospira platensis and A. maxim
a, which are commonly used as food, dietary su pplement, and feed supplement (Va
diraja et al., 1998) . These and other Arthros pira species forming helical tric
homes were once comined and classified into a single genu s, Spirulina (Geitler
, 1932). Before Geitler, on the asis of the presence of septa or division in th
e trichomes, the two genera were placed separately, that is, the Spirulina speci
es eing wi thout septa and the Arthrospira species with septa. Recent morpholog
ical, physiological, and iochemical studies have shown that these two genera ar
e distinctively different and that the edile forms commonly referred to as Spir
ulina platensis have little in common with other much smaller species. This dist
inction has een also ased on results from the complete seque nce of the 16S ri
osomal RNA gene and the internal transcried spacer (ITS) etween the 16S and 2
3S rRNA genes determined for two Arthrospira strains and one Spirulina strain (N
elissen et al., 1992) showing that the two Arthrospira strains formed a close cl
uster distant from the Spirulina strain. Blue green algae Spirulina platensis (A
rthrospira platensis) is gaining more and more attention as a nutraceutical and
source of potential pharmaceuticals. Spirulina is known to h ave nutritional adv
antages of high-quality protein contents and other components such as vitamin s;
minerals, and essential fatty acids, including linolenic acid, and c rotene (Be
lay et al., 1993) , and has een approved its safety in the report from United N
ations Internation al Development Oranization, UNIDO (Chamorro-Cevallos, 1980).
Moreover, sulfated polysacc harides, called calcium-spirulan (Ca-Sp) and isolat
ed from a hot-water extract of Spiru lina, exhiit immunomodulatory activity and
inhiit metastasis of melanoma cells to the luns (Mishima et al., 1998) , and
can also inhiit virus entry (Hayashi et al., 1996). Immolina, a hih-molecularw
eiht polysaccharide fraction of Spirulina, promotes chemokine expressio n in hu
man monocytic THP-1 cells (Grzanna et al., 2006). Spirulina contains phycoc yani
n (CPC; Cphycocyanin), a lue, 270-kDa photosynthetic piment protein, which acc
o unts for approximately 15% of the dry weiht of Spirulina (Ciferri, 1983). Rec
ently, more attention has een iven to the study of the therapeutic effects of
Spirulina. In

addition to its effectiveness in reducin hyperlipidemia, diaetes, and hih lo


od pressure in humans and animals, anti-viral and anti-cancer effects of orally
ad ministered S. platensis involvin immune functions have also een reported (B
elay, 2002). Blood Cell An Overview of Studies in Hematoloy 122 3. Structure of
phycocyanin The ioloical and pharmacoloical properties of Spirulina were att
riut ed mainly to Cphycocyanin (CPC). CPC is a major liht-harvestin or photos
ynthetic pi ment protein present in the antenna rods of Spirulina platensis. S.
platensis also contains allophycocyanin (APC) as a minor component present at t
he core of the antenna rods. CPC and APC includin phycoerythrin (PE) are the pr
incipal classes of phycoiliprote ins which form supramolecular complexes known
as phycoilisomes assemlies in cyanoacte ria (Fiure. 2a). In phycoiliprotein
s, a linear tetrapyrrole (ilin) as the chrom ophore is covalently attached to t
he apoprotein y thioether onds to cysteine residues. CPC molecule is composed
of two kinds of suunits, nd su units to form trimeric a reation 33 (Fiures.
2 and 2c). Padyana et al. (2001) solved the crystal structure of CPC y molecul
ar replacement technique (Fiures. 2d and 2e). The nd su unit polypeptides exhi
 it hih affinity for one another and associate into () monomers, which in turn a
reate into ()3 trimers and ()6 hex mers (Fiure. 2f). The medicinal and pharmacol
oical properties of CPC have een reported earlier ( Romay et al., 1998). Recen
t studies have demonstrated the antioxidant (Vadiraja et al., 1998; Wu and Annie
Ho, 2008), anti-inflammatory (Reddy et al., 2000), and hepatoprot ective proper
ties (Vadiraja et al., 1998), in addition to anticancer, anti-alleric, immune-e
nhanc in (Hayashi et al., 2008), lood-vessel-relaxin and lood-lipid-lowerin
effects of CPC (Gershwin and Belay, 2008).
Rod Rod Cor a. . c. Proliferation and Differentiation of Hematopoietic Cells an
d Preservation of Imm une Functions 123
A phycoilisome (a) has six antenna rods with a three-cylinder core of allophyco
cyanin, APC (circles), two of the core

cylinders lie on the thylakoid memrane, while the third one does not. Each rod
has four hexameric disk-like structures, two of phycoerythrin, PE (red), and two
of phycocyanin, CPC (lue) (MacColl, 2004). CPC consists of nd su unit polypep
tides to form trimeric areation 33 and nine phycocyanoilin moieties as a chrom
ophore shown in closed circles (). c shows chemical structure of phycocyanoili
n (Li et al., 2006). d and e show rion representation of CPC su unit nd CPC s
u unit, respectively, with chromophores s hown in all and stick representation
(Padyana et al., 2001). f shows coil representation of the two ()6 hex mers in the
crystal asymmetric unit, and the ox drawn at the center hihlihts the close p
roximity of phycocya noilins at the position 155 on each su unit in the reion
etween the adjacent hexamers (Padyana et al., 2001). Fiure 2. Schematic repres
entation of one type of phycoilisome (a), and various representations of Cphyco
cyanin ( - f). Preparation of phycocyanin solution in the experiments Phycocyan
in was extracted from spray-dried Spirulina platensis with 50 mM sodium-phosphat
e uffer (pH 6.0). The crude extract was partially purified y DE-52 ion-exchan
e chromatoraphy. The eluate was dialyzed aainst distilled water and lyophilize
d. Phycocyanin contents o f the resultant powder were over 80%, and the recovery
from the crude extract was approximately 6%. The d. e. f. Blood Cell An Overvie
w of Studies in Hematoloy 124 phycocyanin powder was dissolved in distilled wat
er to a concentration of 0.05%, centrifued in a refrierated machine for 10 min
at 1,500 , and the supernatant was sterilized y filtration throuh a 0.20-mpo
re filter (Hayashi et al., 2006).
a. CPC molecule composed of two kinds of subunits( nd su units) to form 33 and ni
ne phycocyanoilin moieties as a chromophore (closed circles). . Chemical struc
ture of phycocyano ilin. Phycocyanoilin was covalently ound to polypeptide ch
ain of CPC y ways of thioetherlinkae to cysteine residu es, one on the ch in
nd two on the ch in (Li et al., 2006). Fiure 3. Structure of CPC ()3 trimer and p
hycocyanoilin Fiure 4. Rion representation of (a) CPC su unit (b) CPC su uni
t. Chromophores are shown in all and stick representation (Padyana et al., 2001
). Proliferation and Differentiation of Hematopoietic Cells and Preservation of
Imm une Functions 125 The fiure illustrates the arranement of chromophores at
various locations with in the hexamers. The ox drawn at the center hihlihts t
he close proximity of phycocyanoilins at the position 155 on each su unit in th
e reion etween the adjacent hexamers (Padyana et al., 2001).

Fiure 5. Coil representation of the two hexamers in the crystal asymmetric unit
, a view throuh the approximate central axis of hexamers. 4. Enhancement of pr
oliferation and differentiation of one marrow cells stimulated with Spirulina a
nd its extracts Immunomodulation properties of Spirulina have een widely studie
d in ch ickens, prawns and fish, other animals, and humans. Generally, Spirulina
and its extracts, such as hot-water extracts and phycocyanin, tended to enhance
immune functions includin mucosal o r innate immunity throuh macrophae and s
ecretions of the related cytokines (Be lay, 2002; Hirahashi et al., 2002; Nemoto
-Kawamura et al., 2004). Mao et al. (Ma o et al., 2000) demonstrated that Spirul
ina stimulated the secretion of IL-1 and IFN- in human peripheral lood mononuclea
r cells (PBMC) examined to nearly 2.0 and 3 .3 times asal levels, respectively,
and suested that Spirulina helped alance the pr oduction of Th1 and Th2 cyto
kine stimulation. Phycocyanin, a characteristic photosynthesis piment p rotein
and an antioxidant in Spirulina, has een known to promote the rowth of a human
mye loid cell line, RPMI 8226 (Shinohara et al., 1988). Liu et al. (2000) repor
ted that phycoc yanin inhiited rowth of human leukemia K562 cells and enhanced
the arrest of the c ell rowth at G1 phase, suestin enhancement of different
iation of the cells. We have reported that Spirulina and its extracts enhanced i
mmune respo nses in mice, mainly throuh increased production of interleukin-1 (
IL-1) in macrophaes (Haya shi et al., 1994; Hayashi et al., 1998). In the mice
which inested phycocyanin for 6 week s, a marked increase of OVA antien-specif
ic IA, as well as total IA level was oserved in the Peyers patches, mesenteric
lymph nodes and intestinal mucosa, as well as in the spleen cells Blood Cell An
Overview of Studies in Hematoloy 126 (Nemoto-Kawamura et al., 2004). These fin
dins suest that Spirulina o r its components such as phycocyanin, affects imm
une functions y promotin immune compe tent-cell proliferation or differentiati
on in lymphoid orans. We first investiated the effects of Spirulina and its ex
tracts on proliferation of hematopoietic cells of mice and induction of colony-f
ormin activity. Colony-formation of one marrow cells in in-vitro study Spiruli
na extracts such as a hot-water extract (SpHW), phycocyanin (Phy c), and cell-wa
ll fraction (SpCW) recovered from Spirulina treated with 0.1 % sodium dod ecyl s
ulfate to remove cytoplasmic material were used in this study. Culture supernata
nts of spl een (SP), Peyers patch (PP), and peritoneal-exudated (PE) cells cultur
ed with 20 g /mL of the Spirulina extracts significantly enhanced proliferation o
f bone marrow c

ells (Figure 3). Each of the Spirulina extracts, SpHW, Phyc, and SpCW, itself, a
lso di rectly enhanced proliferation of bone marrow cells in the concentration o
f 100 g/mL of culture medium. In addition to that, colony and clusterformations
of the bone marrow cells sup plemented with culture supernatants of the spleen
cells stimulated with Spirulina extracts, 50400 g/mL, were measured by soft agar m
ethod. The supernatants of cells cultured with Phyc and SpCW significantly incre
ased the colony and clusterformations of the bone marrow cells in comparison t
o that of control or of the smallest concentrati on of each extract (Figure 4a).
Culture supernatants of PE cells, which consisted of macr ophages and lymphocyt
es in a ratio of about 50 % each and a small ratio of mast cells and ne utrophil
s, also enhanced colony and clusterformations (Figure 4b). The numbers of thes
e c olonies, however, were almost the same as that by each other culture superna
ta nt. Furthermore, Both granulocyte macrophagecolony stimulating factor (GMCS
F) and interl eukin 3 (IL3) contents in the culture supernatant or the serum as
colonyform ing activities were measured by commercially supplied ELISA assay k
its. High amounts of GM CSF or IL3 were detected in the culture supernatants o
f the spleen and peritoneal exudates cells stimulated with the Spirulina extrac
ts, especially those with SpCW (Table 1). Th e amounts of IL3 in the culture su
pernatants of the cells stimulated with SpHW and Phyc were relatively high, alth
ough colony formation by the supernatant was not so high. Culture supernatant of
the cells stimulated with SpCW contained high amounts o f GMCSF but not of IL
3. stimulated with Colonies/well GMCSF pg/mL of CS IL3 pg/mL of CS SP PE SP PE
SP PE 0.7 2.0 2.3 <4 <4 47.3 4.0 <3 Control 0.5 SpHW 2.8 2.6 33.0 7.1 <4 7.1 76
.7 8.0 10.7 Phycocyanin 14.0 5.9 37.3 9.3 9.2 0.7 4.3 94.7 10.8 11.0 SpCW 28.2 5
.5 32.2 4.6 1,206 333 104.7 481.7 144.4 <3 Table 1. GMCSF and IL3 contents in
the culture supernatants (SC) of the splee n (SP)and the peritonealexudates (PE
) cells stimulated with Spirulina extracts (values are me an SD, N = 3) Prolifer
ation and Differentiation of Hematopoietic Cells and Preservation of Imm une Fun
ctions 127

Figure 6. Bone marrowcell proliferation by Spirulina extracts, SpHW, Phy, and S


pCW, and by culture supernatant (CS) of lymphoid organ, spleen (SP) and Peyer s
patch (PP), and peri tonealexudates (PE) cells stimulated with the Spirulina e
xtracts (Hayashi et al., 2006) (values are mean SD, n = 6) Figure 7. Bone marrow
cell colony and cluster formation in soft agar assay with the culture supernata
nt of the spleen cells (a) and peritonealexudates cells (b) stimulated with Spi
rul ina extracts. Spleen cells were stimulated with 0.5, 1.0, 2.0 and 4.0 mg Spi
rulina extract/mL. Peritonealexudates cells were stimulated with 2.0 mg Spirulin
a extract /mL (Hayashi et al., 2006) (values are mean SD, n = 3). M e d i u m S
p H W P h y c S p C W C o n t . S p H W P h y c S p C W C o n t . S p H W

P h y c S p C W C o n t . S p H W P h y c 0 2000 4000 6000 8000 10000 12000 F l


u o r e s c e n c e i n t e s i t y SP cs PP cs PE cs C o n t . P W M S p

H W 0 . 5 S p H W 1 . 0 S p H W 2 . 0 S p H W 4 . 0 P h y c 0 . 5 P h y c 1 . 0
P h y c 2 . 0 S p C W 1

. 0 S p C W 2 . 0 S p C W 4 . 0 0 5 10 15 20 25 30 35 40 N u m b e r o f c o l o
n i e s & c l u s t e r s p e r

w e l l extracts as a stimulant (mg mL 1 ) Colony Cluster * * * * * * A. Spirul


ina Cont. LPS SpHW Phyc SpCW 0 10 20 30 40 50 N u m b e r o f c o l o n i e s &
c l u s t e r s p e r w

e l l PE cell culture supernatant Colony Cluster B. Blood Cell An Overview of St


udies in Hematology 128 Colonyformation activity in the mice fed Spirulina in i
nvivo study As a preliminary experiment for invivo study, we measured next col
ony forming a ctivity in the mice fed with the Spirulina extracts, SpHW, Phyc an
d SpCW, for 5 consecutive days or in the mice treated with an intraperitoneal s
ingle injection of the extracts. The sera from the mice which ingested Phyc or S
pCW (1 mg/0.2 mL) for 5 consecuti ve days with feeding catheter enhanced colony
formation of bone marrow cells ( Figure 5). The serum from Phycfeeding group si
gnificantly increased it in comparison to contro ls in which normal serum was ad
ded. All of the sera obtained from the mice which were treated with intraperito
neal single injection of the Spirulina extracts (10 mg/0.5 mL) also showed signi
ficantly high colony formation in comparison to control of normal serum, althoug
h levels of the activities of the sera were almost the same each other (data wer
e not shown). Colonystimulating factors, GMCSF and IL3, in the sera from the
mice which were either fed or intraperitoneally injected with the extracts, how
ever, were under detect ion limit (<4 and 3 pg/mL serum, respectively). Concentr
ation of GMCSF in the LPS serum obtai ned by i.p. injection was 50.1 pg/mL. For
longerperiod experiment in invivo study, colony and clusterforma tion in th
e bone marrow cells with culture supernatants of the spleen (SP), Peyers patch (P
P), and peritonealexudated (PE) cells from the mice, which ingested the Spirul
ina extracts, SpHW, Phyc, and SpCW, for 5 weeks were then measured to confirm th
e former results. Culture supernatants of each lymphoidorgan, SP, PP, and PE ce
lls from the gro ups were prepared under stimulation with or without phycocyanin
. Colony formation by the culture supernatant of SP cells from the mice of SpHW
group, as well as by that of PE cells from Phyc or SpCW group, under stimulation
with phycocyanin, was significant ly higher than that by each culture supernata
nt of cells from control group, and thu s colonyforming activity was also signi
ficantly induced in the blood, spleen, and Peye rs patch cells in the mice which
ingested Spirulina extracts for 5 weeks although neither si gnificant amount of
GMCSF nor IL3 was detected in the blood (data not shown). On the other hand, r
atios of

neutrophils in the SpHWingesting group and of lymphocytes in the SpCWingesting


group were significantly higher than in controls, while ratios of lymphocytes ,
neutrophils, and monocytes in the peripheral blood of control group were in the
normal range. A s ignificant increase in ratio of lymphocytes was also observed
in bone marrow cel ls in Phycingesting group, although the number of cells was
small. In addition, increased ratio of reticulocytes was observed in the bone m
arrow of the mice fed with SpHW. In the mice ingested 0.05% phycocyanin solution
for 6 weeks, a marked increase in the antigenspecific IgA antibody level as we
ll as the total IgA antibody level was observed in the intestinal mucosa, the Pe
yers patches and mesenteric lymph nodes, w hich comprise a major part of the gut
associated lymphoid tissues (GALT), whereas neith er IgG1 nor IgE was affected i
n the spleen cells (NemotoKawamura et al., 2004). Phycocyanin ing estion for 8
weeks, on the other hand, suppressed the production of antigenspeci fic IgG1 an
d IgE antibody in the serum. Further, we investigated the effect of Spirulin a o
n salivary IgA antibody level of the subjects who customarily ingested the Spiru
lina tablets as health food Proliferation and Differentiation of Hematopoietic C
ells and Preservation of Imm une Functions 129 in various period of usage in the
ir daily life, and measured correlation between the salivary IgA level and the a
mount of Spirulina ingested (Ishii et al., 1999). Total SIgA level of the group
ingesting Spirulina for more than one year was significantly inc reased (p < 0.
01) in comparison to the group ingesting Spirulina for less than half a year , a
nd statistically significant correlation between SIgA levels in the saliva and
total a mount of Spirulina ingested by the subjects was observed (correlation co
efficient R = 0.288, n = 72 , p < 0.05). Figure 8. Bone marrowcell colony and c
luster formation in soft agar assay with the serum from the mice fed with Spirul
ina extracts for 5 consecutive days (Hayashi et al., 2006) ( values are mean SD,
n = 3). *; p<0.05 compared to Normal It is known that multipotent colonystimu
lating factors such as G an d GMCSF and IL3, which are produced by a variety
of cells including monocytes and lymphocytes can support proliferation of immatu
re hematopoietic cells (Ihle, 1992). Liu et al. (2000) reported that phycocyanin
from Spirulina platensis inhibited growth of human leukemia K562 cells in a dos
edependent manner, arresting them at the G1 phase with increased l evel of cmy
c expression, suggesting that phycocyanin may enhance differentiation of t

he leukemia cells. Seya et al. (Hirahashi et al., 2002; Akao et al., 2009) repor
ted tha t hotwater extract of Spirulina when taken orally in adult human enhanc
es NK activation thro ugh the MyD88 pathway via Tolllike receptor (TLR) 2 and T
LR4 on myeloid dendritic cells. From these findings, it appeared that Spirulina,
including its components such as phycocyan in can affect enhancing proliferatio
n or differentiation of immune competentcells incl uding bone marrow cell, whic
h may cause normally sustaining or enhancing immune f unctions. Colonystimulati
ng activity other than IL3 or GMCSF, for example arginase and GCSF, in the se
rum may contribute to the cell differentiation, although this is still not clear
. Zhang et al. (Zhang, 1994) found that Cphycocyanin and polysaccharide isolate
d from Spirulina increased leukocyte and bone marrow nucleated cell counts as we
ll as colony formation of colony forming unitgranulocyte and macrophage (CFUGM
) in the gammaray irradiated mice, and also found that Cphycocyanin possessed h
igh erythropoietin activity. Some institution facilities have reported the poten
tial radiation prot ection effects of Spirulina against radiationinduced membra
ne damage and cellular dysfunction by reactive Normal serum OVA SpHW Phyc SpCW 0
5 10 15 20 25 30 N u m b e r o f c o l o n i e s & c l

u s t e r s p e r w e l l serum samples Colony Cluster * Blood Cell An Overview


of Studies in Hematology 130 oxygen species in mice and against reduced levels o
f the leukocytes i n the blood and nucleated cells in the bone marrow in dog (Zh
ang et al., 2001; Verma et al., 200 6). Doctors in Belarus reported that ingesti
on of 5 g of Spirulina a day resulted in the reduct ion of Cesium137 in urine by
50%, in children subjected to low level of radiation over a long period of time
(Loseva and Dardynskaya, 1993). Rahadiya and Patel in India (Rabadiya and Patel
, 2010) also reported radiationeffectreducing activity of Spirulina in their r
eview. A ntioxidant and antiinflammatory effects as well as proliferation and
differentiation a ctivity of Spirulina possibly contribute to the radiation prot
ection effects. 5. Effect of phycocyanin on differentiation of human myeloid leu
kemia cell lines A study of aerosolized GMCSF demonstrated tolerance and possib
le efficacy in pa tients with malignant metastases to the lungs, possibly throug
h upregulation of ant igenspecific cytotoxic Tcells (Rao et al., 2003). It is
known that various food compounds and the metabolites involving phycocyanin can
influence the processes in cellula r differentiation, apoptosis, and proliferati
ve potential, and there is considerable eviden ce that vitamins and micronutrien
ts are able to regulate gene expression of cancer cells, r esulting in influence
on the carcinogenic process (Sacha et al., 2005). Alltransretinoic acid and v
itam in D3 are known as one of the physiologic agents which can modulate the pro
liferation and diffe rentiation of hematopoietic cells (Collins, 2002). The vita
min plus interferon (IFN) t reatment and enrichment with polyunsaturated fatty ac
ids such as arachidonic acid, eicosapent aenoic acid or docosahexaenoic acid als
o sinificantly enhanced immunoreulatory effe cts, or enhanced

the expression of monocytic surface antiens CD11 and CD14 on human premonocyti
c U937 cells (Oermeier et al., 1995). In this section, we investiated the eff
ects of phycocyanin on differentiation and morpholoical and cytochemical chane
s of human myeloid leuk emia cell lines, U937 and HL-60 cells, enerally used fo
r the studies of cell differentiat ion. A human hematopoietic cell line, U-937,
was derived from a patient wi th eneralized histiocytic lymphoma. The histiocyt
ic oriin of the cell line was show n y its capacity of lysozyme production and
the stron esterase activity (naphtol AS-D acet ate esterase inhiited y NaF)
of the cells (Sundstrom and Nillson, 1976). The cel l line was morpholoically i
dentical to that of the tumor cells in the pleural effusion, an d is known to e
functionally differentiated to phaocytic macrophae y cytokines fro m lymphoc
ytes (Koren et al, 1979). A continuous human myeloid cell line, HL-60, was deriv
ed from the per ipheral lood leukocytes of a patient with acute promyelocytic l
eukemia and estalish ed. The predominant cell type is a neutrophilic promyelocy
te with prominent nuc lear/cytoplasmic asynchrony (Gallanher et al., 1979). HL60 cells lack specific markers for lymphoid cells, ut express surface receptors
for Fc frament and complement (C 3), which have een associated with different
iated ranulocytes. They exhiit phaocytic activity and responsiveness to a che
motactic stimulus commensurate with the prop ortion of mature cells. Proliferati
on and Differentiation of Hematopoietic Cells and Preservation of Imm une Functi
ons 131 Preparation of Conditioned Medium (CM) of peripheral lood mononuclear c
ells cultured with phycocyanin Human peripheral lood mononuclear cells (PBMCs)
from 7 healthy volunte ers were separated y density centrifuation (800 , 30 m
ins) usin a Lymphopre p (Density 1.077 /mL, NYCOMED) under approvin y the Ins
titutional Review Board of ou r University. Cells from each suject were suspend
ed in RPMI-FBS medium and adjusted to 1 x 10 6 cells/mL and were cultured with a
nd without 2 m/mL of phycocyanin (Phyc) usin 24-well cultured plates. The cond
itioned mediums (CMs), oth with and without Phyc (Phyco-CM and Cont-CM, respect
ively), were harvested on the 7th day and filtered throuh an 0.45 m ilter to rem
ove cell debris. Cell growth o U937 as well as HL-60 cells supplemented with Ph
yco-CM resulted in

signiicant inhibition during the 7-day culture in comparison with those o cont
rol without supplementation, while supplementation with 2 mg/mL Phyc itsel had
no eect on growth in these cells. Both U937 and HL-60 cells stimulated with Ph
yc and P hyco-CM were more than 80% viable, as were those cells stimulated with
phorbol-12-myristate-13-ace tate (PMA) 0.02 g/mL as a positive control of differe
ntiation. Morphology and flow cytometric assay of cell surface antigens on U937
and HL60 Cells U937 cells cultured in the medium supplemented with PhycoCM morp
hologi cally changed into the cells with large cytoplasm with vacuoles, noncond
ensed nuclea r chromatin, and a persistence of nucleolus that resembled to those
stimulated with PMA a s a positive control (Figure 6a) while control U937 cells
, without stimulation, were promonocytelike with variable nuclear shapes and re
gular indentations and comprised moderate cytoplasm containing numerous small eo
sinophilic granules and a few vacuoles. ContCM or co nditioned medium of lympho
cytes cultured without phycocyanin, only partially changed U937 cells into monoc
ytic cells comprising moderate cytoplasm with large indented nucleus (Figur e 6a
). U937 cells stimulated with PhycoCM and ContCM consisted of monocytes/macrop
hages in the ratio of 57% and 21%, respectively, and each ratio was significant
ly higher than that of control (1.4%) without stimulation. Stimulation by Phyc c
hanged U937 cells partially to promonocytes with indents on the nuclei. The rati
o of monocytes/macrophages was only 3.4 %. Control HL60 cells, without stimulat
ion, was predominantly promyelocytes with azurophilic granules, large round nucl
ei, and prominent nucleoli. Morpho logical classification of the cells, especial
ly those stimulated with PhycoCM, was rela tively difficult because various fea
tures of promyelocytes coexisted. The PhycoCMstimulated HL60 cells showed a mo
rphologically matured monocytic cell lineage (about 15.4%), that is, with decrea
sed nuclear/cytoplasmic ratio and a paler cytoplasm with vacuoles (Figure 6b). T
he cells (about 80%) other than monocytic cells consisted of granulocytes, inclu
ding promyelocytes and myelocytes, with large nuclei, less prominent cytoplasmic
gran ules and a marked decrease or complete disappearance of nucleoli. Almost o
f all HL60 cells Blood Cell An Overview of Studies in Hematology 132 stimulated
with Phyc and ContCM were promyelocytelike, while alltrans retinoic acid (AT
RA) induced cells to differentiate into granulocytes (Figure 6b). Cell morpholog
y was measured under light microscopy. U937 cells (a) and HL60 ce

lls (b), 0.5 x 10 6 cells/mL of medium, were cultured for 3 days with RPMIFBS (
Cont.) (1); with Phyc (2); with PMA (3); with PhycoCM (4); with ContCM (5); wi
th ATRA (6) (Ishii et al., 2009). (Original magnification x 1000) Figure 9. Morp
hology of U937 and HL60 cells stimulated with PhycoCM and others . Flow cytome
tric assay was carried out using a Flow Cytometer (FCM; EP ICS ALTRA, Beckman Cou
lter, Inc., Fullerton, CA). The expression of cell surface antigens, CD14, CD11b
, CD66b and CD15, on U937 and HL60 cells stimulated with variou s CMs, as descr
ibed above, were determined by direct immunofluorescence method using appro pria
te fluorescent labeled monoclonal antibodies. Typical patterns of FCM analy sis
for CD14 antigen in both U937 and HL60 cells stimulated with PhycoCM we re sho
wn in Figure 7. Ratio of CD14antigen positive cells in U937 cells stimulated wi
th Phy coCM, 53%, was significantly high in comparison with those of ContCM an
d Cont without stimulat ion, 30% and 15%, respectively, while ratio of CD14posi
tive cells in HL60 cells was origina lly low but was significantly increased by
Phyc and PhycoCM stimulations, about 20% (F igure 8a). Ratio of FcR positive ce
lls in U937 cells was oriinally hih and those of the cells stimulated with Phy
co-CM and Cont-CM were almost the same as Cont without stimulation, 65%. In H L60, on Proliferation and Differentiation of Hematopoietic Cells and Preservation
of Imm une Functions 133 the other hand, Phyco-CM increased FcR positive cells s
inificantly, 41%, compare d with Cont and Cont-CM, 24% and 20%, respectively (F
iure 8). Further, a final concentration of 0.01 m/mL of Phyc sinificantly in
creased the population of CD11-antien posit ive cells in U937 cells compared w
ith Cont and Cont-CM (Fiure 9a). Althouh the fluorescence inte nsity of antiCD
14 antiody per cell in U937 cells stimulated with Phyc was marinally hiher th
an that of Cont (Fiure 7a), the ratio of CD14-antien positive cells was low (F
iure 8a) and morpholoically comprised 3.4% of monocytes/macrophaes. This su
ests th at phycocyanin stimulates U937 cells to some extent to differentiate or
express some CD antiens such as CD11 and CD14. CD11 as well as CD66 is spec
ific in monocytes and ranulocytes. Expression of CD11 is known to e up-reula
ted durin ranulocytic an d monocytic differentiation, and is used as a marker
of differentiation of myelomonocytic li neae (Luert et al., 1991). It has ee
n also reconized that morpholoical chanes of

differentiatin U937 cells are accompanied y cellular adherence and are paralle
led y an expression of the 2 interins, CD11a, CD11c, CD18, and particularly CD1
1 (Hass et al., 1989). CD11 lycoprote in represents the su unit of
heterodi
meric ssoci tion with the common su unit CD18 in 2 inte rin, an adhesion molecu
le. Their extracellular domains with the CD11/CD18 (CR3/Mac-1) 2 interin contri
ute to adhesion to adjacent cells, for example, the reulation of leukocy te-en
dothelial cell interactions (Enet et al., 2004). In the study usin staly-tran
sfecte d U937 cells with a vector containin the 2 interin ene in antisense ori
entation, Otte et al. (2011) sue sted that induced adherence predominantly med
iated y a functional CD11/CD18 interin con triuted to cell cycle reulation
and apoptosis durin monocytic maturation. Concernin apoptotic cell death, phot
odynamic therapy (PDT) for tumors which is ased on the tumor-selective accu mul
ation of protoporphyrin IX (PpIX), as a photosensitizer after addition of 5-amin
olevulinic acid (ALA) followed y irradiation with visile liht has een demon
strated y some investi ators, and it was reported that ALA-ased photodynamic
action (PDA) induced apoptotic cell dea th in U937 cells throuh a mitochondrial
pathway and that ferrochelatase inhiitors miht enhanced the effect of PDT for
tumors (Amo et al., 2009). Furthermore pulsatin electromanet ic field (PEMF)
can affect cancer cells proliferation and death (Kaszua-Zwoinska et al ., 2010)
. They reported that U937 cells exposed to a pulsatin manetic field 50Hz, 45 5
mT th ree times for each 3 h with 24 h intervals induced cells death in hiher
cell density and c onversely prevented puromycin-induced cell death. We could ta
ke advantae of the halfway d ifferentiated U937 cells induced y phycocyanin as
a cell culture model of cell differen tiation and apoptotic cell death to inves
tiate the molecular mechanism of these various tumoricidal treatm ents. Both Ph
yc and Phyco-CM sinificantly increased the ratio of CD11-antien positi ve cel
ls in U937 cells, aout 30%, in comparison with those of Cont and Cont-CM, 12% a
nd 22%, respectively, while in HL-60 neither CD11 nor CD66 cells showed sinif
icant in creases in ratio when stimulated with Phyco-CM (16%, 22%) or Cont-CM (1
0%, 18%) cells. In c ontrast, the ratio of CD15-antien positive cells in the U9
37 cells was low r eardless of stimulation (Fiure 9a). CD15-antien is eneral
ly characteristic of ranulocytes an d monocytes. The ratio of CD15-antien posi
tive cells in the HL-60 cells showed insini ficant chanes when stimulated with
Phyc, Phyco-CM and other CMs (Fiure 9). Blood Cell An Overview of Studies in
Hematoloy 134

Patterns of U937 and HL-60 cells (0.5 x 10 6 cells/mL of medium) stimulated with
Phyc (1), Cont-CM (2), Phyco-CM (3) and PMA (4) were shown in solid lines and t
hat of Cont was shown in dotted lines (Ishii et al., 2009). Fiure 10. Typical p
atterns of CD14-positive cells in U937 and HL-60 cells. Proliferation and Differ
entiation of Hematopoietic Cells and Preservation of Imm une Functions 135 Data
analysis was ased on examination of 5000 cells/sample. ++; p < 0.01, +++; p < 0
.001 to each Cont, **; p < 0.01, ***; p < 0.001 to each Cont-CM, ###; p < 0.001
to each Cont and Cont-CM. Each value shows mean SD, n=3~7 (Ishii et al., 2009) F
iure 11. Percentae of CD14 and FcR positive cells in U937 and HL-60 cells stim
ulated with PhycoCM and other stimulants. Data analysis was ased on examination
of 5000 cells/sample. Each value shows me an SD, n= 3 (Ishii et al., 2009) Fiu
re 12. Percentae of CD11-, CD15- and CD66-antien positive cells in U937 and
HL-60 cells stimulated with Phyco-CM and other stimulants. Phaocytic activity a
nd TNF- production, cytochemic l n lysis Differenti tion of both HL-60 nd U937
cells w s lso ssessed by cyt ochemic l n lysis with specific nd non-specific
ester se (SE/NSE) double st ining method nd Nitro-blue tetr zolium (NBT) reduc
ing ctivity which is ch r cteristic of ph gocytic cells (T ble 2). 0 10 20 30 4
0 50 60 70 80 90 100 CD14+ FcR+ CD14+ FcR+ p o s i t i v e c e l l s ( %

) Cont Phyc Cont-CM Phyco-CM PMA a. U937 cells . HL-60 cells # # # # # # # # #


# # # # # # # # # + + + + + 0 10 20 30 40 50 60 70 80 90 100 CD11 CD15 C11 C
5 CD66 p o s i t i v e c e l l s ( %
ATRA

) Cont Phyc Cont-CM Phyco-CM # # # # # # # # # # # # # # # # # # # # # # # # # #


# a. U937 cells . HL-60 cells + + + + *
PMA
ATRA
Blood Cell An Overview of Studies in Hematoloy 136 Althouh U937 cells were ori
inally NSE positive, the Phyco-CM stimulat ed cells showed equally hih ratio,
while most HL-60 cells were SE positive under all stimulants . Phyco-CM stimulat
ion sinificantly increased the ratio of NBT-positive cells in oth U937 and HL60 cells, while that of Cont-CM was almost the same as Cont. In additio n to tha
t, phaocytic activity in U937 cells stimulated with Phyco-CM was sinificantly
hihe r than that of the cells stimulated with Cont-CM. In HL-60 cells, oth Phy
co-CM and ContCM increased phaocytic activity, as compared with Cont. Increased
levels of TNF- in both U937 nd HL-60cells stimul ted with Phyco-CM, were rel ti
vely high in comp rison with Cont-CM but not signific nt, nd were not synergist
ic lly incre sed by suppleme nt tion with LPS (1000 ng/mL) in the culture. Level
of TNF- in the cells stimul ted with Phyc w s under the detection limit. Stimul
tors Ph gocytic ctivity (%) TNF- (pg/mL) NBT reducing ctivity (%)

U937 Cont 18 5.2 ND 1.3 0.3 Phyc 23 5.1 < 15.6 5.0 3.0 Cont-CM 32 5.5 ++ 46 31 1
.3 0.8 Phyco-CM 81 13 +++, *** 66 15 7.5 4.1** PMA 96 4.6 +++, *** 968 150 *** 5
.2 2.9 HL-60 Cont 17 6.2 ND 0.7 0.3 Phyc 16 3.8 < 15.6 2.0 1.0 Cont-CM 35 12 ++
32 29 2.1 0.7 Phyco-CM 36 13 ++ 71 18 5.3 1.9 +++, ** PMA 84 13 +++ 585 39 1.7 0
.8 ATRA 72 5.2 +++ ND 10.8 3.3 +++, *** Ph gocytic ctivity w s determined by in
gestion of opsonin-tre ted l tex be ds. NBT reducing ctivity w s me sured s pe
rcent ge of the positive cells, which cont ined intr cellul r blue-bl ck fo rm z
n deposits. Positive cells out of 200 cells were counted under light microscopy
. ++; p < 0.01, +++; p < 0.001 comp red to Cont, **; p < 0.01, ***; p < 0.001 co
mp red to Cont-CM, < ; under detection limit (15.6 pg/mL), ND; not detected (v
lues re me n SD, n=3) T ble 2. Cytochemic l n lysis of U937 nd HL-60 cells st
imul ted with Phyco-CM Phyco-CM nd Phyc quite signific ntly incre sed the popul
tion of CD14 ntigen positive cells in HL-60 cells, lthough the level w s lower
th n th t in U937 cells (Figure 8). In ddition to th t, Phyco-CM incre sed ls
o the NBT reducing ctivity of HL-60 cells. T m g w et l. (1998) reported th t
NBT reducing ctivity w s used s m rker of HL-60 cell differenti tion into g
r nulocytes nd monocytes. Font n et l. (1 981) suggested th t HL-60 cells wer
e ble to commit themselves to the development of two different p rogr m of hem
topoietic differenti tion, th t is, either myeloid or m croph ge depending o n c
ytokine or stimul nt. In f ct, both monocytic nd gr nulocytic cells coexisted i
n HL-60 cells stimul ted with Phyc nd Phyco-CM s the result of differenti tion
in

two types of directions. However, NSE nd SE r tios in HL-60 cells did not neces
s rily correspond to morphologic l observ tion. Norm lly NSE h s been thought t
o be specific for Prolifer tion nd Differenti tion of Hem topoietic Cells nd P
reserv tion of Imm une Functions 137 monocyte/m croph ge ctivity (T n k et l.
, 1983), nd Chi o et l. ( 1981) reported th t conditioned medium of norm l hum
n peripher l blood lymphocytes induced HL-60 cells into m croph ge nd monocyte
-like cell lines, but most HL-60 cells stimul ted wi th PhycoCM in the present s
tudy were SE positive, nd only bout 15% of mon ocytic m tured cells were found
in the cells fter Phyco-CM stimul tion. It ppe red th t the effects of PhycoC
M on HL-60 cells m y insufficiently induce to m tured cells. CD14 ntigen h s be
en reported to be receptor for the complex of LPS nd LPS-binding protein (LBP
). It is known th t LPS nd Gr m neg tive b cteri s triggers (Beut ler, 2000;
Lu et l., 2008) c n c use TNF- rele se in hum n monocytes through TLR4 (Tudhope
et l., 2008). The U937 cells stimul ted with Phyco-CM, th t showed high r tio o
f CD14-positive cells, re expected to express TLR4 in ddition to CD4 bec use e
xpres sion of TLR4 needs CD14 nd LBP in response to the binding of LPS with LBP
. Phyco-CM i nduced TNF- production in the culture supern t nts of U937 nd HL-60
cells. A hig h molecul r weight polys cch ride, Immulin , from Spirulin w s
potent ctiv tor of nucl e r f ctor-k pp B (NF-B) and induced both IL-1 and TNF- mR
NAs in THP-1 hum n monocytes (P ugh et l., 2001), nd expression of TLR2 nd CD
14 prob bly contributed to t he NF-B activation and immune enhancing activity o
the Immulina in mice (Balachandran et al., 2006). The levels o TNF-, however, we
re not further incre sed with LPS stimul tion (1000 ng /mL) in the U937 cells st
imul ted with phyco-CM. Ph gocytic ctivity in the st imul ted U937 cells w s si
gnific ntly higher th n th t of the cells stimul ted with Cont-C M, nd there w
s no stimul tory effect in the existence of LPS. Phyc lone did not induce TNF- i
n U93 7 nd HL60 cells. 6. Age-rel ted ch nges in intestine intr epitheri l lymp
hocyte subsets nd their function l preserv tion by Spirulin in mice Age-rel te
d immune dysfunction h s been reviewed by m ny rese rchers (S ol n et l., 2006
). The complex ge-rel ted ch nges in the immune system, collective ly termed imm
unosenescence, h ve been demonstr ted in diverse species, including hum ns, nd
h ve been recognized s contributing to morbidity nd mort lity due to gre ter i
ncidence of

infectious dise ses, utoimmune dise ses, nd c ncer. The concept of g e-rel te
d immunosenescence is in greement with numerous d t such s the ch nge of cyto
kine b l nces, the decre se of interleukin (IL)-2 contr ry to the incre se of IL
-6, nd nutrition l imb l nce or m lnutrition (Miquel, 2001; De l Fuente, 2002)
. It w s reported th t ntigenspecific secretory immunoglobulin A titer in the i
ntestin l lumen decli ned in senescent nim ls (Kog et l., 2000). Some studies
h ve lso reported th t red uced bio v il bility of key condition lly essenti l
nutrients might limit immune response in g ing (Cunningh mRundles, 2004) nd t
h t well-nourished elderly people ppe r to h ve l ess signific nt or minim l ch
nges in immune response (Kr use et l., 1999). It is gener lly ccepted th t th
e development of ge- ssoci ted lter t ions occurs e rlier in the mucos l immun
e system th n in the systemic immune comp rtment (Sch mucker et l., 2003). The
mucos l immune system of the intestin l epitheli cont ins function lly Blood
Cell An Overview of Studies in Hem tology 138 speci lized T-cell popul tion know
n s intr epitheli l lymphocytes (IELs) . Bec use of their unique loc tion in th
e mucos l epithelium, IELs re recognized s f irst-line mucos l b rrier g in
st infectious dise ses nd food-borne llergens (H yd y et l., 200 1). We h ve
reported th t ingestion of phycocy nin enh nced the ntigen-spe cific immunoglob
ulin A response in the intestin l mucos of mice (Nemoto-K w mur et l., 2004)
. In this section, we investig ted ge-rel ted ch nges in intestine IEL sub sets
in mice by flow cytometric (FCM) n lysis nd their function l preserv tion ft
er the nim ls were fed Spirulin . Ch r cteriz tion of IELs of dult nd ged m
ice IELs possess phenotypic fe tures distinct from those of l min propri lymph
ocytes in intestine. L min propri lymphocytes consist of predomin ntly ctiv t
ed T cells nd re m inly CD4 + nd CD8 + single-positive T cells in proportions
of bout 70% nd 30%, respectively. The phenotype of l min propri lymphocytes
, in gener l, is simil r to th t of the cells in the peripher l lymphoid tissue
s nd in the circul ting blood, th t is, over 95% of the cells possess surf ce
phenotype of T-cell receptor + (TCR + ), whereas less than 5% possess TCR

+ . These cells are known to be mature in the thymus (Lyyar an Gr ossi, 1998
). IELs, on the other han, possess TCR + in a reater percentae (3060%) an TCR + i
n a percentae of 4070%, which miht e related to their state of activation (E w
ijk et al., 1999). In adult mice red in a conventional environment, aout half
of t he IELs have a phenotype of surface CD antien similar to that of most peri
pheral T lymphocytes, that is, Thy-1 + , TCR + , and either CD4 + or CD8 + , which
are made up of heterodimers of CD8 nd chains (CD8 + ). These cells were matured i
n a thymus-dependent manner (Kaminoawa and Nanno, 2004). Another major IEL popu
lation possesses the surface p henotype TCR + or TCR + , which expresses CD8 homoim
eric ch ins (CD8 + ) but does not express CD4 or CD8 heterodimeric molecules (Roch
et l., 1994). These cells re known to be of extr thymic origin. Sm ll percen
t ges of the TCR + and TCR + but no TCR cells are CD8 CD4 . TCR + IELs co-expressin
oth CD4 and CD8 molecules are rare ut ear hih levels of TCR and CD8 (Lefr ncois,
1991). Our prelimin ry experiment showed th t the number of CD45 + (leukocyte-co
mmon ntigen-positive) cells s IELs w s signific ntly lower in ged mice th n i
n dult mice. Either the proportion or the number of CD8 + cells in ddition to
CD45 + cells of ged mice w s signific ntly lower th n th t of dult mice,

corresponding to the previous rticle by Komuro et l (1990). The proportion nd


number of CD4 + CD8 + double-positive cells in the ged mice, on the other h nd
, were higher th n tho se in dult mice. It h s been reported th t CD4 + CD8 + T
cells be ring TCR in the epithelium, which were derived from thymus-dependent pop
ulations, expanded with ain  at a local site of the intestine under the influe
nce of intestinal microflora, contriutin to the first line of defensive arrie
r in the epithelium (Takimoto et al., 1992). Overall, increased or decreased lev
els of these surface antien-positive cells o served in the aed mice tended to
e restored y the inestion of SpHW for 5 weeks in the aed -SP roup. In fact
, sinificant decreases of CD45 + CD8 + cells and increases of CD8 CD4 and Proli
feration and Differentiation of Hematopoietic Cells and Preservation of Imm une
Functions 139 CD45 + TCR + cells were oserved in the aed mice, whereas neither a
n increase n or a decrease was oserved in the aed-SP roup fed with SpHWthat is
, the levels were similar to those in adult mice. In particular, the proportions
of CD4 5 + CD8 + cells and CD45 + TCR + cells in the ae-SP roup sinificantly
increase in comparison to the ae roup. CD8 + T cells expressin TCR (T cells) ar
e enaed in antien-specific cell cytotoxicity mediated y major histocompatii
lity complex (MHC) molecules , whereas T

cells expressin TCR (T cells) often manifest preliminary taret cell kill in witho
ut MHC restriction (Cruse an Lewis, 1995). T cells have also been shown to be ass
ociate with reulation of the eneration an ifferentiation of IELs (Komano et
al., 1995). These results suest that inestion of SpHW in the ae-SP roup m
ay contr ibute to the functional preservation of the intestinal epithelium as a
first line of mucosal barrier aainst infectious aents throuh retainin the nu
mbers of certain IELs. Decrease levels of RBCs, especially the level of hematoc
rit, Ht, in the ae r oup, were also restore after inestion of SpHW in the a
e-SP roup. Sinificant ecreases in WBCs in the ae-SP roup, in contrast to
the increase in the ae roup, may be ascribe to the antiinflammatory activit
y of Spirulina (Vila et al., 2008) an/or to the restoration of immunoloical fu
nction by inestin Spirulina. Some reports inicate th at phycocyanin an the
polysaccharie isolate from Spirulina increase bone marrow nu cleate cell an
erythrocyte counts in the amma-ray irraiate mice or o (Zhan, 199 4; Zhan
et al., 2001; Verma et al., 2006). Many stuies have emonstrate that Spiruli
na incluin phycocyanin possesses antioxiant activity, as well as an anti-infl
ammatory acti vity (Romay et al., 1998; Remirez et al., 2002), which scavenes p
eroxyl raicals, an also acts as an inhibitor of cyclooxyenase, like nonsteroi
al anti-inflammatory rus. In ait ion, a ownreulation of pro-inflammatory
cytokines, such as TNF- nd -, was observe in the ae animals on the Spirulina-e
nriche iet (Vila et al., 2008). Overexpress ion of MHC class Irelate chain A
in the intestine of experimental transenic mice resul te in a clonal expansion
of CD4 + CD8 + IELs nd ttenu ted cute colitis in n experiment l model of infl
mm tory bowel dise se induced by dextr n sodium sulf te dministr tion (P r k e
t l., 2003). CD8 + IELs developed long n extr thymic p thw y m y work s ntiin
fl mm tory regul tor T cells to sust in the mucos l intr net formed by intesti n
l epitheli l cells nd IELs nd to diminish the exp nsion of enterotoxigenic Es
cher ichi coli (Kim et l., 2001). Although ingesting SpHW did not signific ntl
y incre se the level of CD4 + CD8 + IELs in the present study, these f cts, in
ddition to our present results, suggest t

h t ingestion of Spirulin ppe rs to be effective for protecting immune functio


ns or i mproving immune systems vulner ble to ge, thereby reducing the risk of
infectious nd utoimmun e dise ses. However, ddition l det iled study is neede
d. 7. Conclusions Spirulin nd its extr cts enh nced prolifer tion of hem topoi
etic cells nd col ony form tion of bone m rrow cell, s m rker for cell diffe
renti tion ctivity, in i n-vitro nd in-vivo study using mice. Phycocy nin,
l
ight-h rvesting pigment of Spirulin , lso induced cell differenti tion of hum n
leukemi cell lines, U937 nd HL-60 cells, into monocyt e/m croph ge Blood Cell
An Overview of Studies in Hem tology 140 nd gr nulocyte, respectively, to some
extent directly nd indirectly t hrough enh ncing cytokine production in hum n
peripher l blood lymphocytes stimul ted wit h phycocy nin. These distinguished
ctivities of Spirulin s well s other cert in f unction l foods c n be prefer
bly emph sized to be used, especi lly for elderly people. Recent intervention st
udy showed th t 6- nd 12-week supplement tion of Spirulin incre sed me n hemog
lobin level nd indole mine 2,3-dioxygen se ctivity, s sign of immune functi
on, in the elderly subjects, suggesting th t Spirulin m y melior te nemi nd
immunosene scence in elderly people (Selmi et l., 2011). Pentn-Rol et l. (2011
) demonstr ted th t phycocy nin triggered preventing or downgr ding experiment l
utoimmune enceph litis (EAE) expr ession in r ts, nd th t ingestion of phycoc
y nin induced regul tory T cell (Treg) response in peripher l blood mononucle
r cells from the p tients with multiple sclerosis (MS). The uth ors suggested t
h t phycocy nin m y ct s neuroprotector nd thereby m y restore the functio
n l d m ge in neurodegener tive disorders of the centr l nervous system (CNS). A
nother nim l model in r ts showed th t Spirulin promoted stem cell genesis n
d protected g inst LPS-induced declines in neur l stem cell prolifer tion, nd
th t cytokines did ppe r c p bl e of regul ting sever l ph ses of the neurogen
esis process, supporting their hypothesis th t diet enriched with Spirulin m
y help protect the stem/progenitor cells from insults (B chstet ter et l., 2010
). These studies including reports summ rized in this ch pter show th t S piruli
n is useful in providing complement ry nutrients for modul ting or m int ining
the immu ne system nd th t is lso m y h ve potenti l ther peutic benefits for
improvement of immune d ysfunctions c used by, for ex mple, r di tion, chemother
py using nti-c ncer nd
nti-infectious drugs, nd cert in microorg nisms suc
h s hum n immunodeficiency virus (HIV) i

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Pharmacol Sin 22, 11211124. Chapter 8
2012 Selz, licensee InTech. This is an open access chapter distributed under the
terms of the Creative Commons Attribution License (http://creativecommons.org/l
icenses/by/3.0 ), which permits unrestricted use, distribution, and reproduction
in any medium, provided the ori ginal work is properly cited. Spontaneous Alter
nation Behavior in Human Neutrophils Karen A. Selz Additional information is ava
ilable at the end of the chapter http://dx.doi.org/10.5772/47851 1. Introduction
SAB: Spontaneous alternation behavior (SAB) generally refers to the ten dency o
f animals, even singlecelled organisms, to alternate their nonreinforced (Demb
er & Richman, 1989) choices of T or Ymaze arms on subsequent trials, following
an initi al trial or turn. First described over 80 years ago (Tolman, 1925), th
e phenomenon has been a scribed to the operation of a variety of mechanisms incl
uding Hullian reactive inhibition (Solo

mon, 1948), stimulus satiation (Glanzer, 1953), action decrement (Walker, 1958),
cur iosity (Dember and Earl, 1957), habituation to novelty (Carlton, 1969), for
aging strategies (Estes and Schoeffler, 1955) and spatial working memory (Sarter
, et al., 1988). Studies have suggested that the primary cue for alternation amo
ng invertebrates to be is the body tur n. Vertebrates rely primarily on directio
nal and odor cues. The fitness benefits associated with sti mulus seeking and be
havioral exploration, foraging, remain the most compelling explana tion of why S
AB is found ubiquitously and reliably (Richman, et al.1986). Although the underl
ying mechanism of SAB is open to study, there is general agreement that th e abi
lity to alternate choices requires that the organism remember its previous choic
e (Hughes, 2004). Because SAB implicates future behavior which is statistically
dependent on prior behavior and accompanied by memoriallydependant loss of degr
ees of freedom, SAB has been used to suggest the presence of a functional short
term memory. A left or right turn in a T or Ymaze is a statistical function of
the presence and direction of the previous tur n, when such a prior turn exists.
While theories of memory are many and not the focus of this chapter, SAB is gen
erally suggested to be recent memory dependent in animals complex enough to poss
ess the structures postulated to underlie recent memory, and to be dependent o n
a more basic sensory/membrane/receptor depletion timelimited memorial mechanis
m in sim ple Blood Cell An Overview of Studies in Hematology 148 organisms and c
ell systems that have also demonstrated SAB. Recent memory decays , some suggest
exponentially in time (Eukaszewska and Deawichowska, 1982; Lalonde, 2002 ). Thi
s decay or, alternative, interference assumptions are explicit in many theori es of
shortterm memory (e.g., Thorndike, 1914; Oberauer and Lewandowsky, 2008), so tha
t the SAB effect would be expected to also diminish in the mean with the extensi
on of the long leg of the T. Figure 1. A general layout for Tmazes. In fact, wh
en the length of the vertical leg is treated as an exper imental variable, using
distance as a proxy for time, SAB consistently decreases as vertical leg length
increases (Hughes, 1989). Similarly, with twotrial SAB, increasing the intertr
ial interval, and so the time between successive choice opportunities, has been
shown to reduce alternation frequencies (Dember and Richman, 1989). This inverse
relationship follows from a memory

based view of SAB, has been used to suggest that the longer the distance between
successive turns, the greater the probability that the organism will forget the d
irection of its previous turn and choice will return to a statistically equiprob
able condition (Hughes, 1989). No particular mechanism of memory is implied in thi
s context. That is, any mechanism that causes current actions to be influenced b
y previous actions could potentially le ad to SAB in general and to the loss of
SAB with increased distance/time between t he forced and choice turns. PMN: Huma
n polymorphonuclear leucocytes, PMN, are highly motile cells averaging 12 to 15 m
in diameter, exhibiting prominent, lobular nuclei. They emerge fro m bone marro
w stem cells and are the most populous of the white blood cell categor y. PMNs a
re essential for host defense participating in both acute and chronic inflammato
ry processes. Other related properties include the regulation of immune response
s, angiogene sis, and in physical interactions with neoplasms. Making this wide
variety of functions poss ible is their dynamically adaptive behavior exemplifie
d by the range of intrinsic pat terns of motility. Following my recent work demo
nstrating phase transition scenarios in PM N morphodynamics (Selz, 2011), I deve
loped a new method to assess the a utonomous behavior of these human PMNs and wh
ether single constituent cells exhibit SAB. Spontaneous Alternation Behavior in
Human Neutrophils 149 Recall that whereas the natural physiological environment
for autonomous motion in human neutrophils contains the PMNs endogenous tropic pe
ptide attractant, the classical "spontaneous alteration", SAB design of these st
udies requires that the observed behavior, the cell s spontaneous motion, be unp
erturbed. The necessary absence of these chemoattractants, leads to a multitude
of required trials for the acqu isition of a single data point. It was for this
reason that I recorded hundreds of PMNs, incr easing the number of trials until
n>50 left/right decisions at the Tintersections in each of the thr ee types of
mazes will have been observed. 2. Methods and procedures Three similar Tmazes w
ere developed; 1) a control Tmaze, 2) a forcedturn Tma ze, and 3) a longleg
forced turn Tmaze. As SAB is the tendency of an organism to alternate successiv
ely turning left and then right in a maze, the control maze is the one in which
the first turn is the only turn. Cells in control mazes are expected to turn to
the right or left with roughly equal probability. However, in the second, forced
turn maze, in which th e cell must

always make a right turn before reaching the experimental left versus right choi
ce point of the T, the statistical expectation is that more cells will turn left
at the T. I n the third maze, the SAB effect can decay in the mean with the ext
ension of the long leg of the T. The mazes were constructed on standard glass sl
ides, inside a 12mm diameter, 25m deep well. The specifications are indicated in
the figures 2. Figure 3 is an electron micrograph of a set of the nanostructure
d mazes on a finished slide. Tolerances we re 5%. Sidewall angles of mazes were
8890 0 . Surface variation (roughness) was in the neighborhood of 10nm.
Figure 2. A rough schematic of the mazes on each slide. Blood Cell An Overview o
f Studies in Hematology 150 Figure 3. An EM image of one set of mazes on a slide
. Note the taper at the entr ance of each maze and the flowthrough gap at the t
erminal ends of the mazes (0um at the base to 3um a t the top of the maze walls)
. These allow the passage of medium, but not the entry or exit of PMN. After gen
tle sedimentation, PMNs (along with some other white cells an d platelets) were
removed from the buffy coat by micropipette and, along with associated plasma. T
he 5.7 m gap of standard slides and coverslips is smaller than the average diame
ter of PM Ns, leading to some mechanical compression of the cells and contributi
ng to their activation , as well as allowing the cell to move along the slide su
bstrate and cover slip simultaneousl y (Malawista and deBoisfleury Chevance, 199
7). The slides used in this study do no t suffer from these deficits. All sample
s were drawn from 5 healthy, adult volunteers (3F, 2M, ages 2547). All slides w
ere prefilled with Lactated Ringer s solution, that is isotoni c with blood. Th
is was done to avoid cells being deposited into the maze ends, as well as to avo
id trap ped air in the mazes, and to dilute the PMN sample. Figure 4. Shows a ty
pical trial, in which a PMN (with evident lobular nuclei) tr anslocates up the v
ertical leg of a control Tmaze while another lingers outside the maze. Spontane
ous Alternation Behavior in Human Neutrophils 151 As implied by the word spontane
ous, SAB studies require that the cell s motion be observed without manipulating
exogenous agents. Lactated Ringer s solutio n provided a uniform, undoped medium b
ase. Without the activating influence of chemoattractants or physical activators
(e.g. heat, pressure, sheer), many trials were required for

the acquisition of each data point. In total, 102 PMN navigated the control maze
past the decisi on point, 57 navigated the forcedturn maze, and 82 PMN complet
ed the longlegged f orcedturn Tmaze. PMN autonomous motions were observed thro
ugh an Olympus BX41 microscope with a mixed CytoViva dark field and fluorescent
optical illumination system. This inco rporates a highaperture, cardioid annula
r condenser (www.scitech.com.au) unique to this sy stem and which makes possible
visualization of objects below 90nm in diameter i n real time, including cellul
ar samples in an unfixed, living, active state (Samoylov, et al. , 2005; Vainrub
, et al. 2006). Because PMNs were treated gently, avoiding perturbations of colu
mn separation and elution, it became possible to reliably study a PMN co ntinuou
sly for extended times without the onset of granular clumping, membrane blebbing
and oth er signs of impending apoptosis (Lodish, 2005). Whenever a PMN moved to
the left or right beyond the choice point of a maze, its choice was recorded. 3
. Results LeftRight choices in the control maze were not significantly differen
t from equ iprobability (Left=49.02%; Right=50.98%; 2 (1)=0.039, =0.843). Howeve
, in the foed-tun T-maze, 63.16% of the ells that had been foed to tun Ri
ght peviously, t uned Left at the deision point ( 2 (1)=3.947, =0.0469) . Cont
ay to initial expetation of the disappeaane of the SAB effet with the ine
ased length of the vetial leg of the maze, this e ffet pesisted and even app
eaed to be stengthened in the long-legged foed-tun ma ze, in whih 67.07% (
2 (1)= 9.561, =0.0021) of ompleting ells tuned Left at the deision p oint, lo
ng afte a foed Right tun. 4. Conlusions This is the fist demonstation tha
t SAB is pesent in PMN, a onstitu ent ell of the human body. While SAB has be
en shown in human spematozoa (Bugge, et. al., 2002), sp em ells ae equie
d to funtion in the wold exteio to the body, while PMN ae not. The appaent
stengthening of SAB in the long-legged foed-tun T-maze ompaed to the stan
dad foed-tun maze, may be patially attibutable to the highe n in the fom
e and natual vaiation in data, but obsevation of hundeds of PMN in the maze
envionments suggests it might also esult fom a sot of patie effet of fu
stated tun at tempts in the hannel, in a dose-esponse like paadigm. Length o
f time/distane spent in foil

ed attempts to tun may then seve as an ode paamete. The pesistene of SAB
in this on dition may also suggest multiple time sale, memoy-like mehanisms
opeating in PMN. Blood Cell An Oveview of Studies in Hematology 152 Thee ae
, in fat, established physiologial mehanisms and behavio t hat ae onsisten
t with this speulation and with my qualitative miosopi. PMNs ae known to o
s illate on multiple tempoal and spatial sales, fom 7se, 70se, and 260se
mem bane potential flutuations (Jge, et al., 1988) and 25se alium flux osi
llations, to the ~8se G-F-atin osillations (Maks and Maxfield, 1990), to 21.
6se and 230se glyolyti yles that podue NAD(P)H osillations (Jge, et al.
, 1988), and 10se and 20se peiell ula poteolysis flutuations (Maks and M
axfield, 1990), among many othes. The time s eies in my eent study of PMN mo
phodynamis demonstated saling, boad band powe spe ta with multiple eson
anes, suggesting a onstellation of motility times (Selz, 2011). While thee is
debate ove the speifi fitness value(s) and mehanism(s) undelying S AB, it
is lealy a phylogentially highly onseved behavio (Rihman, et al.1986), an
d so, is assumed to be valuable. It follows that multiple mehanistially dives
e time sales of funtion ould be euited to its sevie. This suggests the p
ossibility of deentalize d ontol in a highly inteonneted, living dynamia
l system though loal feedbak. The nee ssay and suffiient onditions fo a
stable mao-system omposed of multiple sm alle systems opeating on a vaiety
of tempoal and spatial sales ae known in n on-biologial ontexts (Ramakish
na and Viswanadham, 1982). Wok is uently undeway, adaptin g these onstain
ts to a PMN model. Beause, with the pio foed tun, systems statistially de
viate fom equipobability in a late hoie iumstane, SAB epesents a edu
tion in population behavioal e ntopy, and a situation in whih a edution in
the behavio degees of feedom and edued statistial behavioal entopy is f
avoed evolutionaily. This finding is ontay to some findings of ineased en
topi states being assoiated with geate biologial health and/o funtion (e
.g. Mandell, 1987; Paulus et al., 1980). Autho details Kaen A. Selz Fanklin-F
etze Laboatoy, Cielo Institute, Asheville, NC, USA 5. Refeenes Bugge, P,
Maas, E., and Ihlemann, J. (2002) Do spem emembe? Behavl Bain R es., 136(1)
, 325-8. Calton PL. (1969). Bain-aetylholine and inhibition. In: Tapp JT, ed
ito. Rei

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Measue-Metastable State in the Dynamis of Sp ontaneous Shape Change in Healthy
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Oveview of Studies in Hematology 154 Solomon RL. (1948). The influene of wok
on behavio. Psyhol Bull;45 :140.502; R.N. Hughes (2004)Neuosiene and Biobeha
vioal Reviews 28, 497505 Thondike EL, The Psyhology of Leaning, N. Y., Teahe
s College, 1914 Tolman EC. (1925). Pupose and ognition: the detemines of an
imal leaning. Ps yhol Rev, 32:28597. Vainub A, Pustovyy O, Vodyanoy V (2006) R
esolution of 90 nm (lambda/ 5) in an optial tansmission miosope with an ann
ula ondense. Optis Lett 31, 2855-2857 Walke EL. (1958). Ation deement an
d its elation to leaning. Psyhol Rev, 6 5:12942. Chapte 9
2012 Moshandeou, liensee InTeh. This is an open aess hapte distibuted u
nde the tems of the Ceative Commons Attibution Liense (http://eativeomm
ons.og/lienses/by/3.0 ), whih pemits unestited use, distibution, and ep
odution in any medium, povided the oi ginal wok is popely ited. RBC-ATP
Theoy of Regulation fo Tissue Oxygenation-ATP Conentation Model Tey E. Mos
handeou Additional infomation is available at the end of the hapte http://d
x.doi.og/10.5772/48580 1. Intodution It is known that ed blood ells elease
ATP when blood oxygen tension deeases . ATP has an effet on miovasula en
dothelial ells to fom a etospetive onduted v asodilation to the upsteam
ateiole. Loal metaboli ontol of oonay blood f low due to vasodilation i
n miovasula units whee myoadial oxygen extation i s elatively high o
us due to ATP.[5] Ateioles dilate o onstit in esponse to  hanging inta
vasula pessue.[6]

It is well known that myogeni esponses, ow-dependent vasodilation, loa l metab


oli effets, and popagation all ontibute to blood ow egulation. Pimail y
esponsible fo aying oxygen in blood, ed blood ells (RBCs) may also at as
oxy gen sensos and thus play a ole in the ommuniation of metaboli demand [3
,7]. The mehanisms fo e lease of ATP fom the RBC in esponse to loweed oxyg
en satuation have been studied. [8] . Jagge et al. [9] measued the ATP eleas
e at low O2 levels in the pesen e and absene of CO to demonstate that the e
lease of ATP fom RBCs may be onneted to th e hange of the hemoglobin moleul
e fom its elaxed state to its deoxygenated state. Upon elease, ATP binds to P
2Y puinegi eeptos on the luminal sufae of the endot helium, stating the
onduted esponse [10].An in vito miofluidi expeimental study to investig
ate the dynamis of shea-indued ATP elease fom human RBCs with milliseond 
esolutio n was onduted by Wan et al. [11].Conlusively it was shown that thee
is a sizable delay time between the onset of ineased shea stess and the el
ease of ATP. "It was seen that this esponse time deeases with shea stess, b
ut does not depend signifi antly on membane igidity. It was shown that even t
hough the RBCs defom signifiantly in shot  onstitions (duation of ineas
ed stess <3 ms), no measuable ATP is eleased."[11] Blood Cell An Oveview of
Studies in Hematology 156 ATP is shot fo adenosine tiposphate, whih is a u
eny of biologi al enegy. Thee exists an adenosine goup with 3 phosphate gou
ps attahed to it. Hyd olizing this bond detahes one of the phosphate goups a
nd podues ADP, whih is adenosine di-pho spahte plus a phosphate goup and ene
gy. Though hemial eation if you pop off a ph osphate goup of ATP, enegy
will be geneated fo geneal heat o one an ouple this  eation with othe 
eations that equie enegy. This hemial eation of ATP to ADP involves goin
g fom stoed enegy to used enegy. ADP an be ehaged bak to ATP by poess
es in the mitohondia. Figue 1. Adenosine Tiphosphate[12] The same pat(adeni
ne) that makes up DNA is that whih makes up these enegy u eny moleules kn
own as ATP moleules. Adenine makes pat of adenosine whih makes pa t of ATP.
The othe pat of ATP is known as ibose fom RNA, whih is a five abon s uga
. ATP dives biologial eations. In tems of eletons when one pops off the p
hospha te goup the eletons ente a lowe enegy state between phosphate and o
xygen atoms whih ge neates

enegy. RBCs have no nuleus o mitohondia. As a esult RBCs obtain thei en eg
y using glyolysis to podue ATP. Thee ae both advantages and disadvantages t
o this. An advantage is due to the bionave disk shape whih optimizes the ell
fo the exhange of oxygen with its suoundings and optimizes spae fo the he
moglobin. T he RBCs ae defomable and flexible so that they an move though the
tiny apillaies whee oxygen is eleased. The disadvantage is that beause of
the absene of nulei a nd oganelles, matue RBCs do not ontain DNA and annot
synthesize any RNA, and annot div ide o epai themselves. The Mitohondia en
ables ells to podue 15 times moe ATP than usu al. Lak of mitohondia means
that the ells use none of the oxygen they ta nspot. Instead they podue the
enegy aie ATP by means of fementation, via glyolysis of gluo se and by
lati aid podution. RBC-ATP Theoy of Regulation fo Tissue Oxygenation-ATP
Conentation Model 157
Figue 2. Ball and Stik Model of ATP based x-ay diffation data[13] Blood Cel
l An Oveview of Studies in Hematology 158
Figue 3. Spae-Fill Repesentation of ATP[14] RBC-ATP Theoy of Regulation fo
Tissue Oxygenation-ATP Conentation Model 159 2. Stutual featues eythoyt
e and the eythoyte membane Laking oganelles as nuleus, mitohondia, o 
ibosomes, the ed ell does not synthesize new poteins, aying out the oxidat
ive eations assoiated with mitohondia, o undego mitosis. The RBC onsists
of a membane suounding a solution of potein and eletolyte s. About 95% of
the potein is the oxygen-tanspot potein, hemoglobin. The e mainde of the
potein inludes enzymes equied fo enegy podution and fo mainten ane of
hemoglobin. 3. Shape of RBC In immobile state, the nomal human RBC is shaped as
a bionave dis . The dis shape is impotant to eythoyte funtion. The at
io of sufae to volume is

optimized so that oxygen tansfe is possible. Also the bionave dis is moe d
efomabl e than a sphee and undegoes the hange in shape neessay fo optimal
movement in miovasulatue . The fou possible foes to maintain the shape d
esibed ae (1) elas ti foes within the membane, (2) sufae tension, (3) e
letial foes on the membane sufae, an d (4) osmoti o hydostati pessu
es. The maintenane of RBC shape is dependent on the stu tue of the ell as
well as in the extenal envionment. If these ae hanged, t he ell may beome
spheial. When RBCs ae suspended in hypotoni solutions andosmoti swelling o
u s. This an make the ell spheial. These hanges ae assoiated with an in
ease in volume while the ell sufae aea emains the same o hanges only sli
ghtly. When sph eial shape is attained, the ell diamete deeases, and this
shows the elasti popeties of the membane. Disoyte-ehinoyte tansfomatio
n takes plae when ATP is depleted, wh en intaellula alium is ineased, wh
en the ell is exposed to plasma, anioni det egents, high pH, lysoleithin o
fatty aids. 4. Dimensions of RBC Photomiogaphs ae used to measue the dimen
sions of RBCs. Aveage va lues fo the mean ellula volume in nomal subjets a
e fom appoximately 85 to 91 fl. Ninety-five peent of nomal ed ells ae be
tween about 60 and 120 fl in volume. Vaious  esults have yielded an aveage no
mal value fo ed ell diamete of 7.2 to 7.4 mions. 5. Pesent objetive In
this wok we model the time delay of elease of ATP as suppoting wok shows by
Wan et al. [11] fo shea-indued ATP elease fom ed blood ells. A e lease 
ate whih is a funtion of time and intodues a delay mehanism is intodued t
o sh ow how the onentation of ATP is thus affeted. Blood Cell An Oveview of
Studies in Hematology 160
Figue 4. [11] RBC-ATP Theoy of Regulation fo Tissue Oxygenation-ATP Conenta
tion Model 161 6. Method of solution By onsevation of mass, the deline in oxy
gen flux must equal the  ate of oxygen onsumption, giving the following equati
on fo the hange in oxygen satuation, S(x), with distane, x, along eah ate
iole: ( )

o D d Q H S x dx =
q
(1) whee Q is volume flow ate in an individual vessel, o  is the aying ap
aity of RBCs at 100% satuation. D H is the dishage hematoit, and 2 2 0 1,
( ) j j q M   t = [ 3]. The elease ate of ATP fom an RBC, R[S(x)], is defin
ed by a deeasing linea funtion of oxyhemoglobin satuation based on expeime
ntal data. ATP elease fom h uman eythoytes in esponse to nomoxia and hypo
xia was obseved in in v ito expeiments.[3]. A linea fit of expeimental valu
es defines the ATP elease funtion of satuati on : 0 1 ( ) 1 ( ) R S x R R S x
=
(2) In geneal,the ate of hange in plasma ATP onentation, C(x,t), is given
by t he diffeene between the ates of ATP elease and degadation: 2 2 [ (1 )
] [(1 ) ( )] [ ( , )] 2 ( , ) T D T d R H C H QC x R H R S x t k RC x t t x t t
t  
+ =   (3) whee T H is tube hematoit, R is adius of vessel and d k is
a onentation ate onstant.([3]) We assume that thee is no onvetion in th
e vessel and thee is no x-dependene . Equation (3) simplifies to the following
equation: 2 ( ( )) 1 1 d T T T

k H R S dt =
dC t C H R
H
In this hapte a model is developed whih pedits tissue ATP onentations as
a vaiation of time and depth into the tissue due to hanging oxygen tensions.
The ATP onentation within plasma as a vaiation of time due to h anges in ox
ygen tension at the tissue sufae is elated to the elease and degadati on of
ATP, by the following equation: ( ) ATP dC R t C dt n o = (4)

Blood Cell An Oveview of Studies in Hematology 162 is some onstant of degadat


ion. whee 2 1 d T k R H [Related to the RBC fation], R is the elease of ATP
fom the RBC and C is ATP onentation. In this model the ATP onentation max
imizes at some onstant value, depending on the oxygen satuation. This model a
n be used to pedit the plasma ATP onentation based on diffeent oxygen satu
ations. 7. Disussion Fom Equation (4), with vaying degadation onstant, el
ated to the R BC fation, and elease ate , ( ) ( 3) ATP R t H t whee H is th
e Heaviside funtion as a funtion of t, we show esults in Figue 5 fo onent
ation of ATP, ( M ), vesus time (ms). The val ue in the shifted Heaviside fun
tion oesponds to the expeimental esults of Wan et al [11] fo time t< 3 ms.
This is the time inteval whee thee is no ATP elease and an be onfimed in
Figue 4 whee thee is no ATP elease befoe and thoughout the stenosis of th
e mioflu idi devie. In fat thee is ATP elease in the low shea expansion
on the ight of the mi ofluidi devie. This an be seen in the inease in o
nentation of ATP eleased by RBC as sho wn in Figue 4. The paamete represen
ts t e rate of increase of ATP release an d for large , t e

concentration of ATP increases rat er steeply, w eras for smaller t e concentrat


ion of ATP increases less steeply as can be seen in Figure 6 for varying values
of degradation constant. Also our model is consistent wit t e experimental res
ults of Wan et al.[11] in t at t e greatest increase in ATP occurs approximately
29 ms after t e onset of increased s ear stress. (See Figure 6 for 0.1 at time
t=30ms.) It is notewort y to see t at t ese resu lts for s earinduced ATP releas
e can also be extended to ATP release due to a decrease in sat uration. Figure 5
. RBC-ATP T eory of Regulation for Tissue Oxygenation-ATP Concentration Model 16
3
Figure 6. 8. Summary and conclusion In t is work we ave outlined t e importance
of ATP as a signaling molecule in t e microcirculation and ave discussed t e b
ioc emical aspects of ATP and ADP as well as introduce a model for ATP release a
s used in microfluidic devices w ere RBCs are subject to compression and deform t
us resulting in ATP release. It is s own by Wan et al. [11 ] t at even t oug t
e RBCs deform significantly in s ort constrictions (duration of increased stres
s <3 ms), no measurable ATP is released. T is critical timescale is in proportio
n wit a c aracteristic membrane relaxation ti me determined from observations o
f t e cell deformation by using ig -speed video[11] . T e results suggest a mode
l w erein t e retraction of t e spectrin-actin cytoskelet on network triggers t
e mec ano-sensitive ATP release and a s ear-dependent membrane viscosi tycontrol
s t e rate of release.[11] It is notewort y to see t at t ese results for s ear-i
nduced ATP release can als o be extended to ATP release due to a decrease in sat
uration.[3] Aut or details Terry E. Mosc andreou Department of Medical Biop ysic
s, University of Western Ontario, London Ontario, Canada Blood Cell An Overview
of Studies in Hematology 164 9. References [1] Segal S.S. (2005) Regulation of b
lood flow in t e microcirculation, Microci rculation 12(1): 33-45. [2] M.L.Ellsw
ort M.L.,Ellis C.G., Goldman D., Step enson A.H., Dietric H.H., Sprague R.S.(20
09)Eryt rocytes: oxygen sensors and modulators of vascular tone. P ysiology (Bet
esda)24: 107-16. [3] ArcieroJ.C.,Carlson B.E., Secomb T.W.(2008) T eoretical mo
del of met

abolic blood flow regulation: roles of ATP release by red blood cells and conduc
ted res ponses, Am. J. P ysiol. Heart Circ. P ysiol. 295(4): H1562-71. [4] Bergf
eld GR, Forrester T. (1992) Release of ATP from uman eryt rocytes in response t
o a brief period of ypoxia and ypercapnia. Cardiovas Res 26: 40-47. [5] Farias
Martin. III, Gorman Mark W., Savage Margaret V. and Feigl. Eric O. ( 2005) Plas
ma ATP during exercise: possible role in regulation of coronary blood flo w AJP
Heart April 1, vol. 288 no.4: H1586-H1590. [6] Jo nson PC. (1980)T e myogenic re
sponse.In:Handbook of P ysiology.T e Cardiovascular System.Vascular Smoot Muscl
e. Bet esda, MD: Am.P ysiol. Soc., se ct. 2, vol. II: p. 409 442. [7] Ellswort
ML.(2000)T e red blood cell as an oxygen sensor: w at is t e evidence? Acta P ys
iol Scand 168: 551559. [8] Bue ler PW, Alayas AI.(2004)Oxygen sensing in t e cir
culation: cros s talkbetween red blood cells and t e vasculature.Antioxid Redox Si
gnal6:1000 1010. [9] Jagger JE, Bateman RM, Ellswort ML, Ellis CG.(2001)Role of
eryt r ocyte in regulating local O2 delivery mediated by emoglobin oxygenation.
Am J P ysiol Hear t CircP ysiol280: H2833H2839. [10] Gorman MW, Ogimoto K, Savag
e MV, Jacobson KA, Feigl EO(2003)Nucleo tide coronary vasodilation in guinea pig
earts.Am J P ysiol HeartCircP ysiol285: H10 40 H1047. [11] Wan Jiandi, Ristenp
art William D., and Stone Howard A. (2008) Dyn amics of s earinduced ATP release
from red blood cells. PNAS: 1-7. Section 2
Measurement of RBC Deformability and Microfluidics Tec nology for Cell Separatio
n
C apter 10
2012 Park et al., licensee InTec . T is is an open access c apter distributed un
der t e terms of t e Creative Commons Attribution License ( ttp://creativecommo
ns.org/licenses/by/3.0 ), w ic permits unrestricted use, distribution, and repr
oduction in any medium, provided t e ori ginal work is properly cited. Measureme
nt Tec niques for Red Blood Cell Deformability: Recent Advances

Youngc an Kim, Kyoo yun Kim and YongKeun Park Additional information is availabl
e at t e end of t e c apter ttp://dx.doi.org/10.5772/50698 1. Introduction Huma
n red blood cells (RBCs) or eryt rocytes ave remarkable deformabil ity. Upon ex
ternal forces, RBCs undergo large mec anical deformation wit out ruptu re, and t
ey restore to original s apes w en released. T e deformability of RBCs pl ays c
rucially important roles in t e main function of RBCs - oxygen transport t rou g
blood circulation. RBCs must wit stand large deformations during repeated pass
ages t roug t e microvasculature and t e fenestrated walls of t e splenic sinus
oids (Wa ug and Evans, 1979). RBC deformability can be significantly altered by
various pat op ysiological conditions, and t e alterations in RBC deformabilit
y in turn influence pat op ysiology, since RBC deformability is an important det
erminant of blood viscosity and t us blood circulation. Hence, measuring t e def
ormability of RBCs olds t e key to understanding RBC related diseases. For t e
past years, various experimental tec niqu es ave been developed to measure RBC
deformability and recent tec nical advances re volutionize t e way we study RBCs
and t eir roles in ematology. T is c apter reviews a variety of tools for meas
uring RBC deformability. For eac tec nique, we seek to provid e insig ts ow t
ese deformability measurement tec niques can improve t e study of RBC pat op ysi
ology. 2. Deformability of RBCs RBCs are t e most deformable cell in t e uman b
ody. RBC deformabilti y is an intrinsic mec anical property determined by (1) it
s geometry, (2) cytoplasmic vis cosity, mainly attributed to emoglobin (Hb) sol
ution in t e cytoplasm, and (3) visco elastic properties of RBC membrane cortex
structure. Blood Cell An Overview of Studies in Hematology 168 2.1. RBC geometry
Mature uman RBCs ave a biconcave disc s ape and t ey do not contai n nucleus
or subcellular structures but mainly consist of Hb solution in t e cytoplasm (Fi
g. 1a). A typical uman RBC as a t ickness of 2-3 m, diameter of 68 m, cell volu
me of 90 fl, and s urface area of approximately 136 m 2 (Kenneth,2010). Depending
on species, RBC shape and size vary. In mammals, RBCs develope from nucleated p
rogenitor cells in bone mellow b ut RBCs discard their nucleus as they mature, w
hereas RBCs of other vertebrate s have nuclei. Throughout their life span of 100
120 days, human RBCs circulate the

body delivering oxygen from the lungs to tissues. RBCs gradually lose their defo
rmabil ity with age and eventually rupture in spleen. The biconcave shape of nor
mal RBCs has advantages in having deformability. Compared to a spherical shape,
RBCs with biconcave shape h ave less volume for a given surface area, which can
decrease bending energy as sociated with the membrane (Canham,1970). 2.2. Membra
ne cortex structure The unique deformability of RBCs is mainly determined by the
structures of RBC m embrane cortex. The membrane of human RBC is a multicompone
nt structure compri sed of three layers: (1) an external carbohydraterich layer
, (2) the phospholipid b ilayer with 45 nm thickness, embedded with transmembra
ne proteins, and (3) a 2D triangul ar meshlike spectrin cytoskeleton network a
ttached to the surface bilayers. The mesh size of the spectrin network is 6080
nm. The spectrin network is anchored to the phosphol ipid bilayer via juntional
complexes and ankyrin proteins. Junctional complexes and ankyr in proteins can d
iffuse in the lipid membrane. (c) (b) (a) ~ 8 m ~ 2 m Volume ~ 90 fl Surface area
~ 136 m 2 Figure 1. (a) RBC morphology. (b) Spectrin network measured by high res
olution n egative staining electron microscopy. (b) Schematic model of the red c
ell membrane. Reproduced, w ith permission, from (Liu, Derick et al.,1987; Tse a
nd Lux,1999). 2.3. Viscoelastic properties of RBC In a view of classical mechani
cs, soft biomaterials can be characteriz ed by viscoelastic properties  exhibit
ing both energystoring elastic and energydissipatin g viscous characteristics.
RBC is a typical soft biomaterial showing unique visco elastic properties (Hoch
muth and Waugh,1987). Measurement Techniques for Red Blood Cell Deformability: R
ecent Advances 169 2.3.1. Elastic property Elastic property chracterizes deforma
bility of a material when a force is applie d. Since RBC cytoplasm mainly consis
ts of Hb solution, the elastic properties of RB C is determined by RBC membrane
cortex structures. RBC membranes are only a few molecules thick, an d they can b
e treated with a 2D continuum model. Although the deformation of RBC membr ane
is highly complex, it can be simply explained by three fundamental deformat ion
modes: area

expansion, shear, and bend of the membrane (Fig. 2). Area expansion Shear Bend F
igure 2. Schematic illustrations of area expansion, shear, and bend modes of a 2
D membrane. The elastic property of a 2D membrane cortex is characterized by t
hr ee mechanical elastic moduli: area expansion modulus K, shear modulus , and be
nding modulus B. The deta iled explanations for three elastic moduli are describ
ed as follow: Area expansion modulus. The area expansion (or compression) modulu
s K reflects the elastic energy storage produced by an isotropic area dilation o
r compr ession of the membrane surface. The area expansion modulus K is describe
d as , t o A T K A (1) where Tt, A0, and A correpond to the isotopic tensile for
ce, the orig inal surface area, and the increase in surface area, respectively (
Hochmuth and Waugh,1987). The area e xpansion modulus of RBC membranes is mainly
dominated by the elasticity of the bilayer. Interestingly, the lipid bilayer it
self is highly inextensible; the standalone lipid bilayer area compression modu
lus was given in the range of 200300 mN/m (Rawicz, Olbrich et a l.,2000). Howev
er, RBC membranes exhibit significant area extensibility. There is a wide range
of measured values for K of RBCs that fall into two groupings. (1) Valu es repor
ted from micropipettebased studies are in the range of 300500 mN/m (Evans,1973
; Waugh and Evans, 1979). (2) Recently, measurements based on dynamic membrane
fluct uations report K of RBC membranes in the range of 10100 N/m (Gov, Zilman
et al.,2003; Betz, Len z et al., 2009; Park, Best et al.,2010; Park, Best et al.
,2011; Byun, Higgins e t al., in press). These two techniques sample mechanical
responses of the RBC under very different loading c onditions and they involve d
ifferent components of the cell; micropipettebased studies ma inly probes lipid
bilayer dominated behavior while membrane fluctuation measurements primarily an
alyze spectrin network dominated behavior. In addition, the area expansion mod u
lus K of RBC membranes can be changed by temperature; the micropipette asiperati
on techniques measured K at 25 C is 450 mN/m and the temperature dependency of K
was found to b e 6 mN/mC. (Waugh and Evans,1979). Blood Cell An Overview of Stu
dies in Hematology 170

Shear modulus. The shear modulus of a 2D structure reflects the ela stic energy
storage associated with extension of the membrane surface with the same membran
e area. T he shear modulus is described as 2 2 , 2 s T
(2) where Ts is the shear force and is the the extension ratio (Evans,1 973). Sh
ear modulus of lipid bilayers is essentially zero due to its fluidity nature; sh
ear modulus of RBC is mainly contributed from the spectrin network. The shear mo
duli of RBC membran es have been extensively measured by micropipette aspiration
; the values for are in the range of 610 N/m (Evans and La Celle,1975; Chien, S
ung et al.,1978; Waugh and Evan s,1979; Evans, Mohandas et al.,1984). Techniques
based on optial tweezers (Lenormand, Hnon et al .,2001; Dao, Lim et al.,2003), m
agnetic twisting cytometry (PuigdeMoralesMarin kovic, Turner et al., 2007), a
nd dynamic membrane fluctuation measurements (Park, Best e t al.,2010; Park, Bes
t et al.,2011) have also reported consistent values for . The shear modulus is se
nsitive to the environment condition of the membrane. The shear modulus decrea s
ed as temperature increased from 5 to 45 C (Waugh and Evans,1979). Decreasing pH
signifi cantly increase the shear modulus of RBC membranes, but increasing pH a
bove 7.2 does no t cause a significant change (Crandall, Critz et al.,1978). Mor
e interestingly, bimodal distributions in the values for were observed in indepe
ndently reported data (Lenormand , Hnon et al., 2001; Park, Best et al.,2010), su
ggesting the nonlinear stiffening of spectrin network (Park, Best et al.,2011).
Malaria invasion cause significant increases in shear moduli values (Mills, Diez
Silva et al.,2007). Bending modulus. Bending modulus (or fluxural modulus) B of
a membrane is determ ined by the energy needed to deform a membrane from its or
iginal curvature to some other curvature. The bending modulus B of a 2D membran
e is described as 1 2 3 M B C C C (3) where M is the bending momemt. C1 and C2 a
re two principle curvature s, and C3 is the

curvature in the stressfree state (Helfrich,1973; Evans,1974). Bending of a 2D


structure involves both area compression and expansion. For a lipid bilayer str
u cture, the bending modulus, area expansion (or compression) modulus, and the t
hickness of the bilayer are related by B=h2K/4, where h is the bilayer separatio
n distance, and K is the com pressibility of the bilayer (Helfrich,1973; Evans,1
974). The elastic bending moduli B of lipid bilayer is determined by chemical co
mpositions of the lipids, and there is a bro ad range of reported bending moduli
for lipid bilayers (Boal,2002). The elastic bending modu li B of RBC membranes
have been measured with various techniques. The values for t he bending modulus
measured by micropipettebased studies are in the range of 50 kbT (~ 1019 Nm) w
here kb is Boltzmann constant, and T is the temperature (Evans,1983). The bendin
g modulus B of RBCs does not significantly change with temperature (Nash and Mei
selman, Measurement Techniques for Red Blood Cell Deformability: Recent Advances
171 1985) or cell Hb concentration for both normal and sickle cells (Evan s, Mo
handas et al., 1984). The recent experiments (Betz, Lenz et al., 2009; Yoon, Hon
g et al., 2009) have also measured that the bending modulus of RBCs is of the or
der of 50 kbT . However, several other techniques have measured lower bending mo
duli of RBC membranes. Studies based on measurements of RBC membrane fluctuation
s reported membrane bending moduli in the range of 10 kbT (~ 1022 J) (Brochard
and Lennon,1975; Zilker, Engelhardt et al. ,1987; Zilker, Ziegler et al.,1992; P
ark, Best et al.,2010; Park, Best et al.,2011). 2.3.2. Viscous property While th
e elasticic property of RBC membranes characterizes its resista nce to deformati
on, the viscous property characterized its resistance to a rate of deforma tion
(Hochmuth and Waugh, 1987). The viscous properties of RBC membranes can be deter
mine d by 3D cytoplasmic viscosity and 2D membrane viscosity. Cytoplasmic visc
osity. The values for the 3D viscosity of blood plasm a and cytosolic Hb soluti
ons are ~ 1 mPa s and ~ 5 mPa s, respectively (Cokelet and Meiselman,1968). Cy tosol
ic viscosity depends on the concentration and viscosity of Hb. By measuri ng the
dynamic contour fluctuations of RBC membrane, the cytoplasmic viscosity has bee
n obtained in the range of 25 mPa s (Yoon, Hong et al.,2009). Recently, the dyna
mic memb rane fluctuation measurements retrieved the cytoplasmic visocity of the
RBCs at physiolo gical osmotic pressure as 56 mPa s, and the cytosol viscosity i
ncreases monotonically from with increasing osmolality (Park, Best et al.,2011).

Membrane viscosity. The major source of viscous dissipation in RBC mem branes is
the membrane viscosity. During the recovery process after large deformation of
RBCs, 2D membrane viscosity dominates energy dissipation (Evans and Hochmuth,19
76) . The 2D viscosity of lipid membranes n2D can be qualitatively related to a
3D bulk visosity of phospholipid n3D as n2D ~n3D d where d is the thickness of t
he 2D str ucture. For a typical lipid bilayer, n3D ~ 10 3 mPa s and d ~ 110 nm, a
nd thus n2D ~ 10 10 10 9 Ns/m. Reported surface viscosities for lipid bilayer
s are of the order of 10 10 10 9 Ns/m (Waugh,1982; Evans and Yeung,1994). Con
sidering viscous dissipation due to a 2D membrane viscosity, the modified versi
on of the shear force from Eq. (2) is described as ( 2 2 2 ln 2 , 2 s D T t u c
= c )

n +
(4) where t is time (Evans and Hochmuth,1976). Assuming the RBC membrane follows
Kel vinVoigt model, Eq. (4) can be simply expressed as 2 / . c D t n u = (5) wh
ere tc is the recovery time after large deformation of RBC membrane s (Evans and
Hochmuth,1976). Typically, tc ~ 0.06 s at 37C (Hochmuth, Buxbaum et al.,1980), a
nd thus if Blood Cell An Overview of Studies in Hematology 172 ~ 0.06 0.6 Ns/m.
The 2D surface viscosity of RBC membranes has been ~ 110 N/m, measured by sever
al experiments. Tether experiments performed on model membrane systems, where cy
toskeleton structure was absent, obtained a resultant upper bou

nd of 510 3 N s/m for


2D (Waugh,1982). The diffusion constant of membranebound proteins can be
used to calculate the membrane viscosity (Saffman and Delbrck,1975). Using this m
ethod, the 2D membrane viscosity values of RBC membranes have been reported in
the range of (0.514)x10 9 Ns/m with various technqiues including fluorescence
photobleaching reco very (Golan and Veatch,1980), fluorescence photobleaching
technique (Kapitza and Sackmann, 1980), and restriction of the lateral motion of
membrane embedded prot eins (Tsuji and Ohnishi,1986). 2.4. Mathematical models
and simulations Using mathematical models, the mechanics of the membrane cortex
structu res has been simulated. Using a wormlikechain model with surface and b
ending energ y, the forcedisplancement relations for the spectrin network of RBC
s have been des cribed (Discher, Boal et al.,1998; Dubus and Fournier,2006). The
viscoelastic properties of the R BC membrane was described using an effective c
ontinuum membrane model that simulate s a finitethickess 2D continuum plane mod
el with inplane shear modulus and ben ding modulus (Dao, Lim et al.,2003). Rece
ntly developed numerical models accurately describes the complex viscoelastic pr
operties of RBCs deformabilty (Fedosov, Caswell et al.,20 10). 3. RBC deformabil
ity and blood microcirculation The RBC deformability can influence blood microci
rculation since viscosity and f low can be significantly changed by the viscoela
stic properties of RBCs. 3.1. Blood viscosity Viscosity of liquid characterizes
its resistance to flow under certain deforming force, especially shear stress. U
nder laminar flow conditions where particles move parallel to adjacent neighbors
with minimal turbulence, the fluidity is classified by the dependence of viscos
ity to shear strain or shear stress: (1) Newtonian fluid, if the v iscosity is i
ndependent of shear stress or shear strain so that shear stress is linearly prop
ortional to shear strain, (2) nonNewtonian fluid whose viscosity either decreas
e (shearthinning) or increase (shearthickening) depending on the changes of she
ar stress (Merrill,1969). Blood is nonNewtonian fluid which exhibits shearthin
ning behavior. Blo od viscosity decreases at high shear stress due to the deform
ation of RBCs, while it increase s at low shear stress because RBCs aggregate wi
th each others and form stacked coin structure, called rouleaux (Shiga, Maeda et
al.,1990). For normal blood at 37C, blood viscosity at

high shear rate (100~200 s 1 ) is measured as 4 ~ 5 cP, while it increases rapi


dly up to 10 cP as shear stres s decreases less than 10 s 1 (Rand, Lacombe et a
l.,1964). Measurement Techniques for Red Blood Cell Deformability: Recent Advanc
es 173 Whole blood is a twophase liquid consisting of a liquid medium (plas ma)
and formed elements such as RBCs, white blood cells, and platelets. Thus, its v
i scosity is mainly determined by (1) viscous properties of plasma, (2) the frac
tion of R BCs in the blood (hematocrit, normal range is 42 47%), and (3) viscoel
astic properties of the formed elements. Hematocrit (%) V i s c o s i t y ( m P
a s ) 0 20 40 60 80 100 120 10 20 30 40 50 60 0 0.11 s 1 0.51 s 1 2.0 s 1 20
s 1 (b) (a) Aggregation Deformation Elongation and orientation 0.1 1 10 100 100
0

1 10 100 Shear rate (s 1 ) V i s c o s i t y ( m P a s ) Normal plasma Normal r


ed cells in plasma Hardened red cells in plasma Normal red cells in fibrinogenf
ree plasma VCVeins Ven. AOArt. Arterioles Cap. Figure 3. (a) Apparent viscosit
y of blood as a function of shear rates. (b) Hema tocrit effects on blood as a f
unction of shear rates. Modified, with permission, from (Somer and Meiselman, 19
93; Baskurt,2007) Plasma is a Newtonian fluid which viscosity in normal conditio
n varies 1.10 ~ 1 .35 cP at 37C, while the viscosity of pure water is 1.0 cP at 2
0C (Lowe, Drummond et al.,198 0). Plasma proteins such as fibrinogen are thought
to cause RBC aggregation by facil itating binding between RBCs. Elevated levels
of fibrinogen concentration in pl asma enhance RBC aggregation and thus it incre
ases blood viscosity. Formed elements in the stream lines of laminar flow of blo
od can be considered as the source of turbulence which significantly increases b
lood viscosity. Amon g formed elements, RBCs cause the most significant effects
since RBCs concentrat ion is the highest among the formed elements in blood. The
blood viscosity increa ses as hematocrit increases; the hematocrit effect becom
es more severe when sh ear stress decreases since more aggregation of RBCs takes
place (Dormandy,1970; Baskurt,200 7). 3.2. Blood flow in microcirculation Micro
circulation transports blood to the small vessels in the vasculatu re embedded w
ithin organs. The arterial side of vessels in the microcirculation, surrounde d
by smooth muscle cells, has the inner diameter of ~ 10 100 m. Capillaries, parts
of the microcircu

lation, have only one RBC thick, having the diameter of ~ 5 10 m. Blood flow in m
icrocirculat ion has low Reynold number and thus it is governed by Stokes law (Ba
skurt,2007). Flow dyn amics in microcirculation requires deep consideration of (
1) fluid dynamics i n capillaries, (2) interaction between formed elements with
vessel walls, and (3) the structure and network of microvessels. Blood flow in m
icrocirculation is not only determined by the geometric features of blood vessel
s and hydrostatic blood pressure, but also affected by t he rheological properti
es. RBC deformability can significantly alter blood flow in microcircula tion (C
hien, Blood Cell An Overview of Studies in Hematology 174 1987). The reduction i
n RBC deformability under certain physiological o r pathological conditions resu
lts into the retardation of bloodflow thourgh the micro circulation, which play
s important roles in the stages of peripheral vascular insufficiency (Reid, Dorm
andy et al.,1976); reduced RBC deformability in sickle cell disease and malaria
results into occlusions in the microcirculation. 4. Measurement techniques for i
ndividual RBCs 4.1. Micropipette aspiration Micropipette aspiration techniques h
ave been extensively used to measure the mechanical properties of RBC membranes
(Evans and La Celle,1975; Shiga, Maeda et al.,1990; Hochmuth, 2000). Micropipett
e aspiration uses a glass micropipette, having inner diameter of 1~3 m, to apply
negative pressure onto RBC membranes. When negative pressure is applied, RBC mem
brane is aspirated into the micropipette and the amoun t of aspiration depends o
n the viscoelastic properties of cell membrane. Detailed measurement te chniques
vary depending on the mechanical property of interest (Fig. 4): (1) m easuring
pressure necessary to aspirate the membrane when the aspirated distance is equal
to the r adius of the pipette; (2) measuring the ratio between aspirated length
of membrane and the ra dius of the pipette in given pressure; (3) measuring pre
ssure required to aspirate whole RBC inside the micropipette (Evans,1973; Evans
and La Celle,1975). The area expansion modulus of RBC membranes can be measured
by using micropipette aspiration based on Eq . (1); the measured value for K for
normal RBCs at room temperature was 450 mN/ m (Evans and Waugh, 1977). In order
to measure the shear modulus of RBC membranes, the second method (Fig. 4b) can
be used and the shear modulus of the RBCs can be related to the aspirated length
(or tongue length) of membrane Dp as, / ~ / ,

p p p D R pR (6) where Rp is the radius of the micropipette, p is the applied pr


essur e (Evans,1973; Chien, Sung et al.,1978). Using micropipette aspiration, th
e value for was m easured as 9 1.7 N/m (Evans, Mohandas et al.,1984). (A) (C) (B)
Figure 4. Various methods for micropipette aspiration. (A) Measuring pressure P
to aspirate the distance same with the micropipette radius. (B) Measuring the r
atio between the aspirated length of membrane D and the micropipette radius at a
certain negative pressure. (C) Measu ring pressure Pt necessary to aspirate a w
hole RBC into the pipette. Reproduced, with permissi on, from (Evans and La Cell
e,1975) Measurement Techniques for Red Blood Cell Deformability: Recent Advances
175 Micropipette asperation technique can measure the bending elastic modulu s
B of RBC membranes (Evans,1983; Shiga, Maeda et al.,1990). The value for B depen
ds direc tly on the magitude of the aspiration pressure when RBCs start to buckl
e and inversely on t he pipette area; measuring negative pressure with varying r
adius of the pipette c an measure B of RBCs. The measured value for B was 43.5 k
BT (Evans,1983). By measurin g the time for recovering original shape from relea
sing negative pressure, the 2D vis cosity of RBC membranes can also be obtained
by Eq. (5). 4.2. Atomic force microscopy Atomic force microscopy (AFM) is a tip
scanning technique that images topographies of materials in atomic or molecular
scale (Binnig, Quate et al.,1986). It uses a ca ntilever with a sharp tip as a
probe. Depending on the amount of force to apply or sensitivity, diverse tip sha
pes are used such as triangular, parabolic, or cylindrical shapes (Weisenhorn ,
Khorsandi et al.,1993). As a tip scans over a sample with physical contact, the
vertical m otion of the tip is monitored by photodiodes which precisely detect s
mall changes in la ser beam position reflected from the tip. As shown in Figs. 5
ab, the topographic image s of RBCs can be obtained in high spatial resolution;
cytoskeleton structure of membrane can even be revealed (Kamruzzahan, Kienberge
r et al.,2004). (a) (b) 10 m 3 m (c) (d) Figure 5. AFM measures RBC topography and
deformability. (A) Topogram of normal RBCs. (B) Detailed texture of the RBC mem
brane surface. (C) Indentation depth measurement. (D) Different forceversusinde
ntation depth curves of RBCs in various conditions: a. anisocytosis;

s. hereditary spherocytosis; d. G6PD deficiency; and n. normal condition. Reprod


uced, with per mission, from (Kamruzzahan, Kienberger et al.,2004; Dulinska, Tar
gosz et al.,2006) Since AFM can apply forces to sample surfaces at the nN scales
, it can measure m echanical properties of soft materials such as RBCs. The disp
lacement of the st age required for the same deflection of the tip is different
between solid and softmaterials, from which applied forces can be calibrated.
For a parabolashaped or a spherical tip ha ving the radius of curvature Rc, the
indentation depth z relates an applied force F and a relative Youngs modulus E*
(Weisenhorn, Khorsandi et al.,1993): * 3/ 2 4 ( ) . 3 c R F E z (7) The relative
Young s modulus E* is defined as: Blood Cell An Overview of Studies in Hematolo
gy 176 2 2 1 2 1 2 * 1 2 1 1 for E E E 2 1 1 1 1 , E E E
(8) where E1, E2, 1, and 2 are the Youngs moduli and Poisson ratios for the simpl
e and the tip, respectively. Since typical value of E2 (~150 GPa for Si3N4 tip)
is much greater than that of biological samples (1 ~ 100 kPa), the rightmost equ
ation is valid for biological samples (Radmacher,1997). The Poisson ratio is 0.5
for a perfectly incompressible and el astic material deformed elastically; the
Poisson ratio of soft tissues varies with 0. 490 ~ 0.499 (Fung,1993). Youngs modu
li of RBCs at various pathophysiological conditions have been measured using AFM
. Youngs moduli of healthy RBCs have been obtained to be is 4.4 0.6 kPa (Dulinska
, Targosz et al.,2006). RBCs from hereditary spherocytosis, thalassemia (Dulinsk
a, Targosz et al.,2006) and diabetes mellitus (Fornal, Lekka et al.,2006), and s
ickle cell traits (Maciaszek and Lykotrafitis,2011) have measured. 4.3. Optical
tweezers Optical tweezers use highly focused laser beams that transfer linear or
angular momentum

of light, in order to optically trap m and nmsized dielectric spheri cal partic
les (Ashkin, 1970). Light refraction at a sample induces linear momentum change,
resulting in to trapping forces (Fig. 6). High numerical aperture (NA) objectiv
e lens is used to generate a tightly focused optical trap, and its trapping forc
e is governed by the refra ctive indices of sample and surrounding medium, laser
power, and sample size; optical force to trap part icles much smaller than lase
r wavelength can be described by Rayleigh scattering theory, while trapping samp
les much larger than laser wavelength belongs to Mie scat tering regime (Ashkin,
Dziedzic et al.,1986; Svoboda and Block,1994). Optical tweezers have been widel
y used in many fields such as biophysics and soft matter sciences, where manipul
at ion of m sized particles (e.g. cells or microspheres) with a small force (pN s
cale) is required (Grier, 2003; Lee and Grier,2007). Gradient Profile Dielectri
c Sphere focus bright ray dim ray Momentum Change Momentum Change out in out in
Light in Light in Light out Light out 5 m (a) (b) (c) Figure 6. Principles of opt
ical tweezers. (A) Laser beam with gradual intensity transfers linear momentum t
o a microsphere to escape from the beam center. (B) Focused Gaussian beam exert
s trapping force. (c) Deformation of a RBC by exerting various optical forces to
microspheres attached on the RBC membrane. The change of diameter D in response
of optical force F is converted to shear mo dulus of the RBC. Modified, with pe
rmission, from (Svoboda and Block,1994; Henon, Lenormand et al. ,1999). Measurem
ent Techniques for Red Blood Cell Deformability: Recent Advances 177 Since optic
al tweezers can apply forces at the pN level, it has been employed fo r measurin
g the deformability of RBCs. Measurements of the mechanical properties of RBCs w
it h optical tweezers can be done either by applying optical force to microspher
es attached to RBCs (Henon, Lenormand et al.,1999; Dao, Lim et al.,2003) or stre
tching RBCs by diver ging beams

from opposite directions (Guck, Ananthakrishnan et al.,2001). In the fo rmer app


roach, two silica beads are attached to the opposite sides of a RBC, then these
beads are t rapped with a Nd:YAG laser beam ( = 1064 nm) with maximum power of ~
605 mW, corr esponding maximum optical force is 80 pN (Henon, Lenormand et al.,
1999). The ch ange in the projected diameter of the RBC in response of optical f
orce is converted to shear modulus of the RBC using mathematical membrane models
. The shear modulus of disco tic RBCs were measured as ~ 10 N/m (Dao, Lim et al.,
2003). Using optical twezers sy stem with a high power laser, the shear modulus
values of RBCs under large deformation (correspon ding to 400 pN) was measured a
s 1118 N/m while initial values were 1930 N/m, showing hyperelastic constitutive
response (Lim, Dao et al.,2004). Optical stret cher, a variant of optical tweez
ers, uses two diverging laser beams from opposite directio ns (Guck, Ananthakris
hnan et al.,2001). Linear momentum changes by two laser beam s apply stretching
force to the RBC along the optical axis, and the RBC deformations und er varying
optical force are measured from which mechnical properties are retrieved. Optic
a l tweezers can also be used for detecting membrane fluctuation dynamics of RBC
s by imposing a deformation (Yoon, Kotar et al.,2011). 4.4. Magnetic twisting cy
tometry Magnetic twisting cytometry (MTC) applies both static and oscillating m
agnetic field to ferromagnetic microbeads attached to the surface of cell membra
ne (Wang , Butler et al.,1993). Depending on the applied magnetic field, the mic
robeads exhibit both translational and rotational motion, which applies torques
to the cell membrane. The motion o f beads is recorded by a CCD camera, and the
stiffness G and loss modulus G of the membrane c an be obtained by analyzing the
displacement of bead in response to appl ied torque. By varying oscillating freq
uency (0.1 to 100 Hz) and the magnitude of ap plied magnetic field (~ 1  10 Gau
ss), the stiffness and loss modulus of RBC membranes are measured a t different
driving frequencies (PuigdeMoralesMarinkovic, Turner et al.,2007). (a) (c) (b
) Figure 7. Magnetic Twisting Cytometry (a) Bright field and (b) Scanning electr
on microscopy images of RBCs with ferromagnetic beads attached. (c) Principles o
f magnetic twisting cyto metry. Reproduced, with permission, from (PuigdeMoral
esMarinkovic, Turner et al.,2007) Blood Cell An Overview of Studies in Hematolo
gy 178 The torsional stiffness modulus is independent of frequency, whose value
is ~ 10 3

Pa/nm at sinusoidal magnetic field of 1 G, while the loss modulus increases as f


requency increases; these values correspond to the bending moduli in the range o
f 0.2  0.8 pN m and th e shear moduli in the range of 612 N/m (PuigdeMoralesMar
inkovic, Turner et al.,2007). MTC technique also revealed dramatic increases in
the stiffness of malariainfected RBC at the febrile temperature (41C) (Marinkovic
, DiezSilva et al.,2009). 4.5. Quantitative phase imaging Quantitaitve phase im
aging technqiues measure the electric field, i.e. amplitude and phase images whe
reas conventional brightfield microscopy only images light int ensity (Fig. 8) (
Popescu, 2011). Employing the principle of laser interference, electric field in
formation of target sample is modulated onto intereferograms recorded by a CCD c
ame ra. By using appropriate field retrieval algorithms, the field information c
an be re trieved from the measured holograms (Debnath and Park, 2011). Typical i
nterferogram and quantitative phase image of a RBC are shown in Fig. 8bc. Quant
itative phase imag ing techniques can measuring dynamic membrane fluctuations of
RBCs (Popescu, Ikeda et al., 2005; Popescu, Park et al.,2008; Park, Best et al.
,2011) as well as cellular drymass (Popescu, Park et al.,2008). Dynamic membran
e fluctuation, consisting of submicron displacement of th e membrane, has a stro
ng correlation with deformability of RBCs and can be altere d by biochemical cha
nges in protein level (Waugh and Evans,1979). By measuring membrane fluctuation
of RBCs, bending modulus and tension factor of RBCs were calcualated (Popescu, I
ked a et al., 2006). (a) 20 pixels 1.5um [rad] 0 0.5 1 1.5 2 2.5 (b) (c) Figure
8. Quantitative phase imaging. (A) Schematic of the principle of quantita tive p
hase imaging. (B) Measured interferogram and (C) retrieved phase image of a RBC
using quantitative phase imaging. Reproduced, with permission, from (Park, Best
et al.,2011). Diffraction phase microscopy (DPM), a highly stable technique for
quant itative phase imaging, has been widely used for investigating the deformab
ility of R BCs. Employing commonpath laser interferometry, DPM provides fullfi
eld quantitative ph

ase imaging with unprecedented stability (Park, Popescu et al.,2006; Popescu, Ik


eda et al.,2006). DPM measured spatiotemporal coherency in dynamic membrane fluc
tuations (Popes cu, Park et al.,2007), shear modulus for the RBCs invaded with m
alariainducing par asite Plasmodium falcifarum (PfRBCs) (Park, DiezSilva et a
l.,2008), and effective visco elastic properties of RBCs (Wang, Ding et al.,2011
). Recently, integrated with a mathematical model, DPM provide the mechanical pr
operties of individual RBCs from membrane fluc tuations: shear modulus, bending
modulus, area expansion modulus, and cytoplasmic viscosity (Par k, Best Measurem
ent Techniques for Red Blood Cell Deformability: Recent Advances 179 et al.,2010
). Several alterations in the deformability of RBCs have been studied using DPM,
including the effects of ATP (Park, Best et al.,2010; BenIsaac, Park et al.,20
1 1), the nonlinear behavior of RBC deformability in response to different osmot
ic pressure (Park, Best et al., 2011), and malaria egress mechanism (Chandramoha
nadas, Park et al.,2011) . Employing spectroscopic quantitative phase imaging, c
ytoplasmic Hb concentration th at is tightly related to the cytoplasmic viscosit
y, can also be simultaneously quantified (Par k, Yamauchi et al.,2009; Jang, Jan
g et al.,2012). In addition, polarizationsensitiv e quantitative phase microsco
py will be potentially used for the study of sickle cell disease and its implica
tions to RBC deformability (Kim, Jeong et al.,2012). 4.6. Dynamic light scatteri
ng Dyanmic light scattering signals provide rheological information about R BCs
(Tishler and Carlson, 1987; Amin, Park et al.,2007). Although dynamic light scat
teri ng have been extensively used in combination with ektacytometry, it provide
s averaged signals from many RBCs. Thus it is difficult to access the deformabil
ity of individual RBCs. Fourier transform light scattering (FTLS) provides both
static and dyna mic light scattering signal from individual cells. Light field,
measured by quantitative pha se microscopy or digital holographic microscopy, co
ntains both amplitude and phase inform ation, and thus farfield light scatterin
g pattterns can be directly calculated by numerically p ropagating the measured
field technically applying Fourier transformation (Ding, Wang et al.,20 08). FTL
S technique can provide both morphological and rheological information abo ut in
dividual biological cells. By analyzing dynamic light scattering signals measure
d by FTLS, one can qualitatively access the membrane surface tension and viscosi
ty of indi vidual RBCs (Park, DiezSilva et al.,2010). Due to its capability of
measuring light scat

tering signals from individual cells with high signaltonoise ratio, FTLS has b
een employe d to study several pathophysiological effects to the deformabiltiy o
f RBCs, including malar ia infection (Park, DiezSilva et al.,2010), depletion o
f ATP (Park, BestPopescu et al.,20 11), and sickle cell disease (Kim, Higgins e
t al.,2012). 5. Measurement techniques for blood rheology 5.1. Blood viscometer
and ektacytometry Blood viscometer measures the viscosity of blood over a wide r
ange of shear rates. Blood viscometer controls either shear stress or shear rate
of blood using rational objects. Stresscontrolled blood viscometer applys a con
stant torque which corresponds to constant rotational speed in a welldesigned r
otational rheometer. In a ratecon trolled system, applied torque is controlled
by a stresssensing device so that a constant rotat ional speed is achieved. Vis
cometers can be classified by the cylinder shape: a conce ntric cylinder, a cone
plate, and a parallel plate viscometer (Fig. 9). Cylindertype viscometer uses
two concentric cylinders: a rotational inn er cup and a stationary outer cylinde
r. Timeindependent shear rate can be precisely measured by Blood Cell An Overvi
ew of Studies in Hematology 180 concentric cylinder viscometer (Nguyen and Boger
,1987). Cone and plate viscomete r rotates an inverted cone having very shallow
angle (~ 5); the shear rate unde r the plate is maintained consistently and indep
endent of a flow curve. Parallel plate viscometer is a simplified version of the
cone and plate viscometer and has a advanta ge of flexible space between two pa
rallel plates. The viscous fluid can confined and rotate d in narrow space betwe
en two circular parallel plates (Gent,1960). Figure 9. Schematic diagrams of typ
ical viscometers. (a) Concentric cylinder vis cometer (or Couette viscometer), (
b) cone and plate viscometer, and (c) parallel plate viscometer. ( d) Experiment
al setup of ektacytometer. Ektacytometer employes a laser diffraction technique
with blood viscomet er in order to measure RBC deformabiltiy. Conventional blood
viscometer applys controlle d shear stress to the RBCs in the blood viscometer,
and deformability of RBCs can be measured f rom laser diffraction pattern. Ekta
cytometer consists of a concentric rotational o uter cup and a stationaly inner
cylinder; outer cup produces varying shear stress fiel d on blood (Fig. 9d). Thr
ough the measurement of diffraction patterns of the laser passing t hrough the b
lood, RBC deformability can be obtained. The RBC deformation is quantitatively c
alcula ted from

the scattered laser beam intensity pattern. Under a certain shear rate, isointe
nsity curves in the intensity pattern of the scattered beam will show elliptical
shape s, which represent elliptically deformed RBC population (Bessis, Mohandas
et al.,1980). Fro m the measured isointensity curves, a deformaion index (DI) o
f RBCs is calculated as , l s DI l s
(9) where l and s are distances along the long and short axes in the elliptica
l isointensity curves. DI values are measured at different angular velocities (a
nd thus differe nt shear rate) of the outer cyliner in the ektacytometer. Ektacy
tometer is a simple and effecti ve technique to measure the deformability of RBC
population, and it has been widely used for the study pathophysiology of RBCs.
Abnormal deformability in RBCs from patients w ith hereditary pyropoikilocytosis
, hereditary spherocytosis, and Hb CC disease were stu dies by ektacytometer (Mo
handas, Clark et al.,1980). 5.2. Microfluidic device technique Microfluidic devi
ce has emerged as a promising tool to precisely contr ol fluids with small volum
es of fluid containing samples and reagents in channels with dime nsions of 101
00 Measurement Techniques for Red Blood Cell Deformability: Recent Advances 181 m
. Microfludic device reduced space, labor, and measurement time on num erous exp
eriments, and also enabled precise control and manipulation of the small volume
of samples. Microfludic device has been used to study the deformabiltiy of RBCs.
Mi crofluidic channel with a few micrometer diameter mimics microcapillary str
ucture in blood circulation system. Rheological behaviors of PfRBCs were studie
s in mi crofludic devices (Shelby, White et al.,2003). Microfludic device was us
ed to induce lar ge deformation of RBCs and its mechanical behavior was studied
(Fig. 10) (Li, Lykotrafitis et al., 2007) . 0 s 0.4 s 0.8 s 1.4 s Figure 10. (a
d) Snapshot showing the fluidization of a healthy RBC when it pass es through a
microfluidic channel. Reproduced, with permission, from (Li, Lykotrafitis et al.
,2007). For the study of sickle cell disease, microfluidic device has been us e
d to measure the resistance change rate of blood flow under the sudden change of
oxyge n concentration

(Wang, Ding et al.,2011). Recently, microfludic channels with obstracles have me


asured the deformabiltiy of malaria infected RBCs in high throughput (Bow, Pivk
in et al.,2011; DiezSilva, Park et al.,in press). 5.3. Filtration test Filtratio
n test measures RBC deformabiltiy using a membrane filter with holes of diameter
of 35 m (JANDL, SIMMONS et al.,1961). By applying a negative pressure, whole bl
o od is subject to pass through holes in the membrane filter. The deformabilit y
of RBCs can affect the speed of flow. RBC deformabiltiy can be calculated from
either the flow time or the volume of blood filteres in a certain amount of time
(~1 min). Since the f ilteration test requires for a relatively simple instrume
nt and provides clinically relevant results with high reproducibility, it has be
en widely used in various studies related to RBC deformability, includi ng the e
ffects of diabetes (Juhan, Buonocore et al.,1982), spesis (Baskurt, Gelmont et a
l.,1998), sickle cell disease (JANDL, SIMMONS et al.,1961), and oxygen radical (
Srour, Bilto et al.,20 00). 6. Pathophysiological coditions affecting RBC deform
ability Mechanical properties of RBCs is crucial for cell physiology of RBCs. Th
is essential deformability is in turn affected by various physiological and path
ological cues . 6.1. Temperature Temperature plays important roles in RBC deform
abilty. The elastic prop erties of RBC membrane were investigated as function of
temperature using the micropi pette aspiration Blood Cell An Overview of Studie
s in Hematology 182 technique (Waugh and Evans,1979). Over the temperature range
of 250 C, both the shear modulus and the area expansion modulus decrease as te
mperature increase d; the changes were 6 10 2 N/m C and 6 10 3 N/m C, respective
ly. Due to the structual transitions of proteins occuring at certain critical te
mpertures, RBC deformabiltiy exh ibits complex behaviors. At the transition temp
erature, RBCs undergo a sudden change from blocking to passing through a micropi
pette with a diameter of ~ 1 m (Artmann, Kel emen et al.,1998). Body temperature
or febril temperature are particularly important in various pat hophysiology of
RBCs. Membrane fluctuation measurements using DPM revealed that the shear mod ul
us of PfRBCs significantly increases as temperature increases from body tempe r
ature to febrile temperature whereas healthy RBCs do not show noticible changes
(Park, DiezSilva et al., 2008). MTC study also reported that PfRBCs becomes si
gnificantly stiffened with

temperature compared to the healthy RBCs (Marinkovic, DiezSilva et al.,2009). 6


.2. Morphology RBCs exhibit diverse morphological features depending on pathophy
siologic al conditions (DiezSilva, Dao et al.,2010). A healthy human RBC shows
a smooth and biconcave disc shape (discocyte). However, atypical shapes of RBCs
can be found under abnormal pathophysiological conditions, including acanthocyte
, stomatocyte, schizocy te, and tear drop cells (Kenneth,2010). Our understandin
g of what determines RBC mor phology and how RBC morphologies are related to the
mechanics of RBCs still remains incomple te. One of the hypotheses describing R
BC morphology is the bilayercouple hypothesis (Sh eetz and Singer,1974); small
changes in the relaxed area difference between two layers of phospholipids. Late
r, this model can be used for explaning stomatocytedi scocyte echinocyte morpholog
ical transitions (Lim HW, Wortis et al.,2002). (a) (c) (d) (e) (f) (b) Figure 11
. (ac) Topographies of (a) discocyte, (b) echinocyte, and (c) spherocy te. (df
) Retrieved mechanical properties: (d) bending modulus , (e) shear modulus , and
(f) area modu lus KA of discocytes (DCs), ATPdepleted discocytes [DCs (ATP)],
echinocytes (ECs), and s pherocytes (SCs). Reproduced, with permission, from (Pa
rk, Best et al.,2010) Measurement Techniques for Red Blood Cell Deformability: R
ecent Advances 183 Increased deformability of RBCs in abnormal shapes has been r
eported w ith various experimental methods. Ektacytometer measured increased DI
values for SCs and ECs that were induced by 2,4dinitrophenol treatment (Meiselm
an,1981). Recently, u sing DPM, the mechanical properteis of RBCs in different m
orphologies were quantified from dynamic membrane fluctuations (Park, Best et al
.,2010). Bending modulus and are a expansion modulus of ECs and SCs showed signi
ficantly high values compared to n ormal DCs. The shear moduli values show bimod
al distributions (Fig. 11e), suggesting t wo independent conformations of the sp
ectrin network: a soft configuration ( ~ 7 N/m) and a stiff one ( ~ 12 N/m). Aging o
f RBCs also cause significant morphological alterations: aged RBCs exhibit decre
ased surface area and volume (Waugh, Narla et al.,1992). The aged R BCs were fou
nd by ektacytometry to have decreases shear modulus mainly because of decreased
surface area and increased cytoplasmic viscosity. 6.3. Osmotic pressure

Different osmolalities of extracellular medium can bring significant cha nges in


RBC shape and thus deformability. At normal physiological condition (295mOsm/kg
), RBCs maintain their biconcave shapes. In hypotonic medium, RBCs are swollen d
ue to water intak e. At the osmotic pressure less than 100mOsm/kg, most of RBCs
are lysed. In the hypertonic case, RBCs lose its volumes, which result in signif
icant cell shrinkage. Although the total amount of Hb molecules in RBCs, or the
mean corpuscular Hb (MCH), does not significantl y change at different osmolalit
y, Hb concentration can be considerably changed d ue to water influx and efflux.
RBCs exhibit the maximum deformability at physiological con dition; under eithe
r hypertonic or hypotonic condition, the deformability of RBCs dec reases (Mohan
das, Clark et al.,1980). 0 100 200 300 400 500 0 20 40 60 80 100 D I ( % ) Osmol
arity (mOsm/kg) 40 50 60 70 0 100 200 300 400 Osmolarity (mOsm/kg) M e m b r a n
e f l u c t u a t i o n
500

( n m ) 0 200 0 5 10 15 0 20 40 60
400
600
800
[ m P a . s ] , K A [ m N m 1 ] [ m N / m ] , [ x k B T ] K A (a) (b) (c) Osmola
rity (mOsm/kg) Figure 12. (a) DI of RBCs as a function osmolality, measured by e
ktacytometer. M odified, with permission, from (Mohandas, Clark et al.,1980). (b
) Membrane fluctuations of RBC s as a function of

osmotic pressure, measured by DPM. (c) Retrieved mechanical properties of RBCs f


rom membrane fluctuations. 20 individual RBCs were measured at each osmotic pre
ssure. Modifie d, with permission, from (Park, Best et al.,2011). A recent study
, based on membrane fluctuation measurements, retrieved m echanical properties o
f RBC membrane under diffferent osmolarities (Park, Best et al.,2011 ). Although
membrane fluctuation or deformability decreases either in hypotonic or hyperton
i c case; the Blood Cell An Overview of Studies in Hematology 184 reasons for th
e decreased deformability are different. Under hypotonic cases, both shear modul
i and area expansion moduli increase, suggesting nonlinear stiffeni ng in streac
hed membrane structure. Under hypertonics cases, other mechanical parameters are
not significantly changed except that cytoplasmic viscosity increases. 6.4. ATP
effect The presence of adenosine 5triphosphate (ATP) is important in maintainin
g the bi concave shape of RBCs and also significantly affects the RBC deformabil
ity. In the absence of ATP, RBCs loss its biconcave shapes and become flattened
echinocytes (Sheetz and Singer,1977). The metabolic state of RBCs, determined by
the level of ATP, is cruc ial for maintaining cellular deformability. When celu
llar ATP level decreases, the stored RBCs signi ficantly lose the deformability
(Weed, LaCelle et al.,1969). Micropipette aspiration t echnqiue measured mechani
cal properties of RBCs upon ATP depletion; shear modulus and el astic area compr
ession modulus increase by 17% and 14%, respectively (Meiselman, Evans et a l.,1
978). Decreased membrane fluctuation in the absence of ATP was first observe d b
y using darkfield microscopy (Tuvia, Levin et al.,1998). Membrane fluctuation me
asurements s tudied the effects of ATP to the mechanical properties of RBCs (Bet
z, Lenz et a l.,2009; Park, Best et al.,2010). Analysis on dynamic membrane fluc
tutions further showed nonG aussian dynamics in the presence of ATP, suggesting
the metabolic remodelling in the lipid membrane and spectrin network structure
(Park, Best et al.,2010). ATPd ependent RBC deformability has been also studied
using theoretical models (Gov and Safran,2005; BenIsaac, Park et al.,2011). 6.5
. Malaria: Parasite invasion Pathogenesis of malaria causes structural and mecha
nical modifications t o the host RBCs. During intraerythrocytic development, th
e malariainducing parasite expor ts proteins that interact with the host cell m
embrane and spectrin cytoskeletal network (Simmons, Woollett

et al.,1987). Parasiteexported proteins modify material properties of host RBCs


, resulting in altered cell circulation. Despite the genetic and biochemical app
roaches identif ied, proteins exported by parasites have remained elusive as wel
l as the mechanism and effect of these proteins on the host cells. PfRBCs exhib
its significantly decreased deformability. Microfluidic techn ique demonstrated
the occlusion of small channels by infected RBCs (Shelby, White et al .,2003). O
ptical tweezers technique measured that membrane shear modulus continuously inc
reases as the disease progesses during the intraerythrocytic cycle (Suresh, Spat
z et al.,2005). Employing genetic knockout assay, the effects of RESA protein t
o the host RBC deformabilt iy has been studied (Mills, DiezSilva et al.,2007).
Membrane fluctuation measurement also showed increased shear modulus of malaria
invaded RBCs (Park, DiezSilva et al .,2008). Recently, the loss of deformabilit
y in the malariainvaded RBCs has been simulat ed using multiscale numerical mod
els (Fedosov, Lei et al.,2011). Measurement Techniques for Red Blood Cell Deform
ability: Recent Advances 185 (a) (b) Healthy RBC PfRBC (Schizont stage) sporozi
tes Inside the liver Liver merozoite Inside Red Blood Cells Ring gamatocyte gama
tes Ookinete Oocyst Salivary gland sexual cycle Inside the mosquito Schizont Hem
ozoin Parasitophorus vacuoles Trophozoite Figure 13. Malaria parasite life cycle
in human body. Reproduced, with permissio n, from (Cho, Kim et al.,2011). (b) O
ptical images of a healthy RBC and a PfRBC (schizont stage) str etched by optic
al tweezers. Reproduced, with permission, from (Suresh, Spatz et al.,2005). 6.6.
Genetic diseases: sickle cell disease Sickle cell disease, characterized by abn
ormal rheological properties an d a sickleshape of

RBCs, is an autosomal recessive inherited blood disorder. A point mutation in -l


o in ene encodin H results in the production of sickle H (HS) instead of n
ormal H (HA) (Baraino, Platt et al.,2010). Under deoxyenated conditions, HS
molecu les ecomes selfassemled and rows to fiers inside RBCs up to a few mi
crometer len ths. Due to these hihly stiff HS fiers, sickle RBCs have elona
ted- and crescent-shape at deoxyenated conditions and the deformailtiy of sick
le RBCs sinificantly decreases. Sickle RBCs have different morpholoies dependi
n on its density (Kaul, Fary et al.,1983; Evans, Mohandas et al.,1984). After
repeated sicklins, a fraction of RBCs ecomes irreversily sickled cells and th
ey exhiit the most sinificant loss in deformaility. While H concentrations d
oes not affect static riidity of normal RBCs, stat ic riidity of sickle RBCs d
epends on H concentration (Evans, Mohandas et al.,1984). Earlier studies usin
ektacytometry and filteration techniques reported decreased deformaility of sic
kle RBCs even under oxyenated conditions (Chien, Usami et al.,1970; Klu, Lessi
n et al., 1974). Quantitative phase microscopy measured decreased memrane fluct
uations for sickl e RBCs (Shaked, Satterwhite et al.,2011). FTLS showed sinific
antly altered ela stic and viscous memrane properties in sickle RBCs (Kim, Hi
ins et al.,2012). Recently , four important mechanical properties of sickle RBCs
were retrieved with memerane fluc tuations measurements (Byun, Hiins et al.,
under review). Usin AFM technique, decresed deformaility was measured in sickl
e RBCs (Maciaszek, Andemariam et al. ,2011). RBCs in sickle cell trait, havin o
nly one anormal allele of the H eta ene, also exh iit decreased deformaili
ty compared to healthy RBCs (Maciaszek and Lykotrafitis,2011). Blood Cell An Ove
rview of Studies in Hematoloy 186 () (c) (d) 5 m 0 1 2 3 [m] (a) Spectrin Membra
ne Cytoskeleton Normal Cell membrane Unexposed transmembrane segment Abnormal ce
ll membrane Hb

polymer Exposed transmembrane segment PS flip PS Transmembrane protein Transmemb


rane protein Figure 14. (a) Illustration showing structural modifications inside
a sickle RBC . Modified, with permission, from (Barabino, Platt et al.,2010). (
bd) Typical morphologies of si ckle RBCs measured by DPM; (b) echinocyte, (c) d
iscocyte, and (d) crescentshaped irreversibly sickled cell. Reproduced, with pe
rmission, from (Kim, Higgins et al.,2012). 6.7. Other conditions altering RBC de
formability There are still many pathophysiological conditions that affect the d
efo rmabiltiy of RBCs, which are not covered in the above sections. Several here
ditary disord ers associated with formation of RBC membrane structures and Hb pr
otein can result into a ltered RBC deformability. Thalassemias, causing the form
ation of abnormal Hb molecu les due to the limited synthesis of the globin chain
, results into loss of RBC defor mability. Thalassemia is thus often accompanied
by the destruction of a large number of RBCs in spleen, accompanying with the e
nlargement of spleen. In addition, abnormal Hb molecules in thalassemia often ca
ues the formation of Heinz bodies, inclusions within RBCs co mposed of denatured
Hb, and it causes the local rigidification of RBC membrane (Reinhart, Sung et a
l., 1986). Ektacytometer study measured that RBCs in hereditary spherocytosi s s
howed markedly diminished deformability while their surface/volume ratio was n o
rmal (Nakashima and Beutler,1979). RBCs from the patients with homozygous he red
itary elliptocytosis exhibits marked abnormalities in deformability and membrane
fragi lity; these changes are closely related to the reduced levels of band 4.1
proteins (Tchernia , Mohandas et al.,1981). Since band 4.1 plays an important r
ole in the modulation o f spectrinactin interaction, it has been suggested to b
e closely related to the maint enance of normal Measurement Techniques for Red B
lood Cell Deformability: Recent Advances 187 membrane shape and deformability. I
n addition, it will be possible to study RBC deformability in vivo in the near f
uture, by directly imaging and man ipulating RBCs through highly scattering skin
tissues. Recent works have demonstrated that it is indeed possible to control a
nd suppress multiple light scattering (Vellekoop,

Lagendijk et al.,2010; Vellekoop and Aegerter,2010; Mosk, Lagendijk et al.,2012;


Park, Park et al.,2012 ; Park, Park et al.,2012). In diabetes mellitus, RBCs ex
hibit reduced deformability (McMillan, Utterback et al.,1978), which has been at
tributed to the changes in lipid composition of t he membranes. This impaired RB
C deformability in diabetes occurs before significant h istological vascular cha
nges (Diamantopoulos, Kittas et al.,2004). RBCs from the patients with diabet es
mellitus undergoes substantial alterations in the lipid composition, membrane p
ro teins, and Hb molecules. Saturated fatty acid levels in diabetes mellitus wer
e signif icantly elevated compared to normal RBCs while the amount of polyunsatu
rated fatty acids were dec reased in diabetes (Prisco, Paniccia et al.,1989). 7.
Conclusion and outlook We have highlighted techniques for studying RBC deformab
ilty. Due to v arious deformability test techniques developed in the last years,
our understa ndings on pathophysiology of RBCs have been significantly improved
. Recent advances have e nabled the precise measurements of various biomechanica
l properties of RBCs un der systemically controlled conditions that mimic comple
x in vivo physiological environme nts. However, three major technical issues sho
uld be resolved in order to bring a much signifi cant impact. First, the molecul
ar mechanisms on RBC deformability should be directly accessed and studied. Empl
oying biochemical assays such as molecular imaging and gen etic knockout method
s, the relation between moleculelevel changes and cellularlevel deformability
alterations can be studied. Second, such measurements should be perform ed at in
dividual cell levels. Profiling mechanical, chemical, and biological properties
at the ce llular levels and their correlations may allow accessing to unexplored
regimes of disease s mechanisms. Third, interactions between celltoprotein, c
elltocell, and celltoves sel should be considered, since these interactions
can be affected and in turn modif y RBC deformability. As more knowledge is gain
ed about the pathophysiology of RBCs and the ir circulation through biomechanica
l studies, the potential for the development of nov el diagnostic and treatment
strategies for various RBCrelated disease will become real a nd answer to impor
tant questions in hematology. Author details Youngchan Kim, Kyoohyun Kim and Yon
gKeun Park Department of Physics, Korea Advanced Institute of Science and Techno
logy, Daeje on, South Korea Acknowledgement The authors wish to acknowledge supp
orts from KAIST, KAIST Institute for Optical

Science and Technology, Korean Ministry of Education, Science and Technology (ME
ST) gra nt No. Blood Cell An Overview of Studies in Hematology 188 20090087691
(BRL), and National Research Foundation (NRF) (2011355c000 39, 2012R1A1A100908
2). YKP acknowledges support from TJ ChungAm Foundation. KHK is supported by Glo
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2012 Mohamed, licensee InTech. This is an open access chapter distributed under
the terms of the Creative Commons Attribution License (http://creativecommons.or
g/licenses/by/3.0 ), which permits unrestricted use, distribution, and reproduct
ion in any medium, provided the ori ginal work is properly cited. Use of Microfl
uidic Technology for Cell Separation Hisham Mohamed Additional information is av
ailable at the end of the chapter http://dx.doi.org/10.5772/50382 1. Introductio
n 1.1. Motivation for cell sorting The cell is the basic functional unit within
a tissue or an organ. Methods that can be used to probe the cell, so as to under
stand, or even manipulate its interrelated process es, pathways, and/or overall
functioning, are of great scientific and commercial value . Research efforts in
molecular biology, biochemistry, and biotechnology over the last two decades hav
e created high demand for efficient, costeffective, cell enrichment, isolation
, a nd handling methods. Cell studies can be performed on continuously growing c
ell lines, many of which are commercially available, in tissue culture, or on ce
lls obtained from intact tiss ues or isolated from blood [13]. Mammalian cells
are highly heterogeneous in structure, function, and ch aracteristics. However,
many types of biochemical, pharmaceutical, and clinical studies , such as immuno
phenotyping, studies of the cell cycle, cell proliferation, or ap optosis, and o
ther specialized cell analyses require a homogenous population consisting of a s
ingle cell type; as the analyte. Only then can the results deemed accurate and s
pecific t o the cell type under investigation [4, 5]. Accordingly, techniques to
separate cell types in a heterogeneous cell population are of immense practical
value. Any such efforts are furthe r complicated when the target cell is rare w
ithin a population such as in many cancer

and prenatal diagnosis applications. The more stringent the requirements for spe
cific and prec ise cell separation, the greater the degree of accuracy and repro
ducibility required in the technology that underlies the separation method [68]
. Recent progress in microfabrication, technologies developed and utilized by th
e integrated circuits (ICs) industry, is being exploited to biomedicine, spawnin
g a relativel y new field of research that has become known as BioMEMS. Microfab
ricated devices have already had a Blood Cell An Overview of Studies in Hematolo
gy 196 broad range of biomedical and biological applications [9, 10]. These d ev
ices can be manufactured with a reproducible accuracy of less than 1 micrometer
(1/ 100 th the diameter of a human hair). In the last decade, microchips have be
en used in a huge range of devices and contexts: microscale sensors for surgical
instruments, monitoring of physiological activities, drug discovery and deliver
y, DNA amplification, and electrop horesis, as well as cell sorting, the applica
tion discussed in this chapter [1116]. Microfluidic technology, a subcategory o
f BioMEMS, is a set of techniques and pr ocesses for making devices to precisely
control and manipulate fluid in a geometrically smal l channels; sub to few hu
ndred micrometers in size. Microfluidic is multidiscipl inary; developing a de
vice with biological utility requires the integration of knowledge and techniq u
es from the fields of engineering, biology, physics, and chemistry. Such microfa
bric ated devices are used to study biological systems and to generate new insig
hts into how these sys tems work. Conversely, the biological knowledge gained th
rough micro/nano  scale analyses can lead to further improvements in device des
ign. BioMEMS is a challenging fie ld because the materials, and chemistries, imp
ortant for biological microfluidics applications are so diverse [17, 18]. The ob
jective of the present chapter is to introduce the principals o f cell sorting b
y microfluidic technology, and to discuss its strengths, current limitatio ns, a
nd current and potential applications, with illustrative examples from the liter
ature a nd from the authors laboratory. 1.2. Challenges in cell sorting Cells of
different types have characteristic sizes, shapes, densities, and arrays of surf
ace molecules that can be exploited for sorting. For example, red blood cells (R
BCs) are the cells responsible for delivering oxygen to the tissues. RBCs have t
o squeeze through capillaries

and therefore are relatively small, approximately 68 m in diameter, an d flexibl


e. Mature RBCs are anucleate; the maturing cells lose their nuclei before leavin
g the bone marrow. Loss of the nucleus leads to cell membrane collapse, conferr
ing the characterist ic biconcave shape of RBCs, and giving the cell a greater s
urface area to volume ratio than of spherical cells. These physical features all
ow easier movement of oxygen (O2) an d carbon dioxide (CO2) through the membrane
. RBCs are composed mainly of hemoglobin, whose iron a toms temporarily bind O2
molecules in the lungs, and then release the molecules throu ghout the body. RBC
s have the highest density of any cell type in blood. All of the above character
istics can be used for separation: for example size can be u sed to separate RBC
s since they are smaller and more flexible than white blood cells (WBCs). RBCs hi
gh density causes them to spin down to the bottom of a test tube after density g
radient cen trifugation. The high iron content gives RBCs intrinsic magnetic pro
perties and can be used f or magnetic separation [19]. In other cases, a cell ch
anges its shape or size as a result to a disease or cha nge in function. In sick
lecell disease, a genetic blood disorder, RBCs assume an abnor mal, rigid, sick
le Use of Microfluidic Technology for Cell Separation 197 shape. The change in s
hape and the increased rigidity of the RBCs le ad to obstruction of capillaries,
thereby restricting blood flow to organs, causing anemia a nd other sickle cell
crisis, and decreasing life expectancy. Cancer is a second example of such change
s [20]. Malignant tumor cells differ from benign tumor cells in structure, growt
h rate, invasiveness, and their ability to metastasize. Benign tumor cells grow
slowly, push ing neighboring tissues away while staying well encapsulated. In co
ntrast, malignant tu mor cells grow rapidly, invade neighboring tissues, and may
metastasize [21]. Furthermore, they generally are irregular in shape, and exhib
it a more rugged or ruffled surface appearance than do normal cells [22, 23]. Cancer
is detected and diagnosed based on physical change s present in tissues and cel
ls. Nuclear changes such as an increase in size, deformation, and a change in in
ternal organization are among the most universal criteria for detecting malign a
ncy [2425]. These changes may reflect alterations in the nuclear matrix and the
c onnections of the nuclear matrix to or via the cytoskeleton. Cancer cells mod
ify their morphology, principally by increasing the size of the nucleus, before
they become invasive, i .e., in dysplasia and carcinoma in situ. The nucleus of
a dysplastic cell can be up to four times as l

arge as that of a nondysplastic cell. Accordingly, light scattering microscopy


has been u sed to distinguish normal, dysplastic, and cancerous epithelial cells
in a range of tissues includi ng esophagus, colon, bladder, and oral cavity [26
]. However, this technique can only succeed i f a sufficient number of cells are
available for analysis. Additionally, most cell types have characteristic compl
ements of surface molecul es. Among the most useful for identification is the cl
uster of differentiation ( CD), or cluster of designation. CD molecules have rol
es in signaling and adhesion processes, and th e specific compliments of CD mole
cules is a determinant of the specific function of the cell. Cell populations ar
e usually denoted by a pattern of + or a scorings; indicating the pre sence or abse
nce of specific CD molecules. For example, a nomenclature of CD34 + , CD31 denot
es a cell that expresses CD34 but not CD31. Use of more than one marker can make
the cell selection very specific. However, not all cell types have a known spe
cific surface marker [27]. For some cells such as cancer cells, not many cellsu
rface markers ha ve been identified. In such a situation, some techniques have u
sed a surface marker directed against surface membrane antigens that are express
ed in tissue of origin, which is mo st often epithelial. Thus, detection of thes
e tissuespecific surface markers in the blood stream is suggesting that cancer
cells have detached from the tumor. Some techniques attemp ting to isolate circu
lating tumor cells (CTCs) from whole blood have used EpCAM, an e pithelial cell
adhesion molecule that is overexpressed in epithelial carcinomas such a s colon
and breast. However, published studies have shown inconsistent frequency of EpCA
M e xpression in breast cancer, from as low as 35% to as high as 100% [2831]. T
hus, EpCAM cannot be considered a CTC specific marker. Additional biomolecules
such as DAPI (nucleic acid stain) and antibodies against cytokeratin (expressed
on the epithelial cell membrane) and CD45 (expressed on the majority of hematopo
ietic cells) must be used if captured cells are to be positively identified as C
TC. Therefore a cell with the phenotype EpCAM + , DAPI + , CK + ,

and CD45 is considered a CTC. Blood Cell An Overview of Studies in Hematology 19


8 The number of available cells of interest poses and additional challen ge; in
some applications such as the isolation of CTCs from cancer patient or fet al nu
cleated red blood from maternal circulation, only 12 cell are available per mil
liliter (mL) of whole blood. Specificity is problematic for either method, due t
o the lack of a c ellspecific surface marker/antibody to exclusively detect CTC
s or fetal cells [32]. Despite great successes, cell sorting techniques are not
ideal and therefore rem ain an active area of research. In addition to sensitivi
ty and specificity requiremen ts, an ideal technique should not be overly labor
intensive, should be automated and quantita tive, the results should predict cli
nical outcome, and help the physician personalize the rapeutic options. Automati
ng sample preparation and handling would minimize human errors. Integrat ion of
preparation, cell sorting, and post processing will lead to more costeffective i
nstruments, and alleviate the need for trained personnel and infrastructure. Mic
rof luidic technology enables the precise control over the cell microenvironment
during separ ation, scales down the analyses to very small volume of blood, and
has the potential for highthrou ghput to cell separation and analyses. 2. Micr
ofluidic technology 2.1. What microfluidic has to offer? Microfabrication enable
s the deposition and etching of thin layers (angstrom to micrometer) of differen
t materials on silicon or glass substrates. These layers ca n be patterned with
accuracy and high resolution, down to the nanometer level using lithography. Lit
hography is the technique used to transfer a pattern from a mask to the subs tr
ate to control the location of the deposition of the next layer or the etching o
f an e xisting layer on the substrate. Microfabricated devices have been used in
a broad range of biomedical and biological applications. In the last decade, mi
crochips have been used in microsc ale sensors for surgical instruments, to moni
tor physiological activities, in microfluidi cs applications such as drug discov
ery and delivery, cell sorting, DNA amplification, electr ophoresis, etc. Of rel
evance to this chapter are the microchips for blood fractionation and cell so rt
ing. Micromachining consists of a series of robust, well controlled, and we ll c
haracterized processes that enable the fabrication of microfluidic devices. Such
devices can be made cost

effective by the use of any of a wide range of biocompatible polymer s or plasti


cs and bulk processing (mass production). The miniaturization of reactions and a
ssay s confers many advantages over macro scale techniques beyond the obvious redu
ction in q uantities of reagents and materials required per test. The scaling do
wn of volumes results in higher surface to volume ratio: a cube with side length
L will scale down by a factor o f L 3 , while the surface area will scale down
by only a factor of L 2 . Thus, miniaturization results in higher reactivities,
shorter diffusion distances, smaller heat capacities, faster heat exchange, shor
ter assay times, and better overall process control, as well as the capability t
o in tegrate multiple steps and to achieve massive parallelization onchip. Addi
tionally, microfluidic devices are Use of Microfluidic Technology for Cell Separ
ation 199 safer than macro platforms due to the smaller chemical quantities used a
nd hence the lower stored energies. A microfluidic device that performs one assa
y is typicall y referred to as Labonachip, while a device that integrates mor
e than one step i s referred to as micro total analysis system (TAS) [18]. 2.2. I
ntroduction to microfabrication This section will briefly describe the basic con
cepts in the microfabr ication of microfluidic devices. Microfabrication is the
already subject of many textbooks and the inter ested reader can consult one of
these for more indepth details [33, 34]. Microfabrication is the technology dev
eloped by ICs industry to make devices and circuits with feature sizes as sma ll
as 14 nm in research, and 45 nm in production. Among these are the microproces
sors and the electronic components found in computers, smart phones, television
sets, and major other electronic products. Microfabrication is also used for MEM
S devices (mi croelectro mechanical systems), devices that include a movable pa
rt and can be used for sen sing. The airbag sensor used to deploy an airbag in a
vehicle, the pressure sensors inside car tires, and the electronic compass in a
smart phone are all examples of MEMS dev ices that we unknowingly use every day
. BioMEMS, microfluidic devices, and TAS are a ll microfabricated devices similar
to MEMS but customized for biological a nd chemical applications. Creation of a
a new microfluidic device includes design of the channel(s), fluid inlet(s) and
outlet(s), using a CAD (computeraided design) software. These softwares , such
as

CoventorWare [35], ANSYS CFD [36], COMSOL Multiphysics [37], can be also used fo
r simulation of the various design parameters such as device dimensions, heat tr
ansfer, and flow conditions, therefore narrowing the design space range in which
o ptimum performance should be obtained. The pattern of channels is laid out wi
th the CAD software; this is the 2D design of the device. The depth of the chann
el will be determined by the etching time. The drawings are transferred to a mas
k, typically a gla ss or quartz plate (transparent to UV light), covered with ch
rome. The chrome is etched (removed) w here the UV light will expose the photore
sist. The mask, similar to a stencil, transfers the pattern to the photoresist.
The device is built on a substrate, which is a silicon, glass o r quartz wafer,
or a regular glass slide. After substrate cleaning, the photoresist, a ph otosen
sitive polymer, is applied. Photoresist is dispensed onto the substrate and it i
s spun a t high speed (20004000rpm) to create a thin (1100 micrometer), uniform
and smooth layer. The mask is placed in contact with the substrate and exposed
to UV lights on a mask aligner. The ph otoresist is developed in a developer sol
ution specific for it, and is removed from areas exp osed to UV light (positive
photoresist). The channels can be etched, with substrat e material being removed
from areas unprotected by the photoresist. Etching can be eith er wet (using ch
emicals) or dry (plasma etching). Deep reactive ion etching (DRIE) i s a plasma
etching technique typically used to achieve deep channels with vertical side w a
lls. Use of DRIE is necessary if the etched substrate will serve as a template f
or moldin g devices in polymer such that the polymer mold can be peeled off the
substrate. At this stage, the d evice can be Blood Cell An Overview of Studies i
n Hematology 200 sealed by the bonding of a top piece to the substrate. Top piec
es are typically transparent, to permit observation under the microscope. Silico
n can be bonded to glas s by thermal or anodic bonding technique. Usually, howev
er, microfluidic devices are con structed of polymer. Polymers are more cost eff
ective, transparent, and biocompatible materi als, many polymer devices can be m
olded from one silicon master, this is a key advantage because microfluidics dev
ices are hard to clean and hence, can only be used for one or a few experiments.
Polydimethysiloxane (PDMS), PMMA, polyurethane, and polystyrene are all polymer
ic materials used for microfluidic devices. PDMS, the most frequently used, come
s i n the form of two liquid components that are mixed (1:10, w/w) and poured on
to

the substrate. The PDMS is degassed to remove all air bubbles and ensure that th
e liqui d fills the smallest feature of the mold. PDMS is cured in a 6080 o C o
ven for 20 to 45 min to solidify. Once solid, it can be peeled off the master su
bstrate. PDMS devices are sealed with glass co ver slips to form the channels. S
everal alternatives to the above described processe s exist that can accelerate
fabrication. Masks can be printed on transparencies using hi ghresolution print
ers; this method is suitable for feature sizes of 100 m or large r. SU8 is a phot
oresist that is used to create deep structures for molding eliminating the need
for deep etching such as the utilization of DRIE. Utilization of a chrome mask a
nd a wellequipped cleanroom facility are necessary for making devices with very
small features; submicromet er to a few micrometers. The development cycle fro
m concept to prototype can take few weeks. For less fine featured devices, the u
se of transparencies, polymers, and/or SU8 can be re duce the cost and developme
ntal time to one to few days from concept to prototype [38]. Figure 1a and 1b il
lustrates the typical processes involved in making channels in silicon and mol d
ing devices in PDMS respectively. Figure 1. a: Schematic summary of the processe
s involved in making channel in a hard substaret such as silicon. b: Schematic s
ummary of steps involved in making a PDMS mold from a hard master. Use of Microf
luidic Technology for Cell Separation 201 2.3. Types of flow: laminar versus tur
bulent Two modes of fluid flow exist: laminar and turbulent. In laminar flow, th
e fluid moves with slow velocity and each particle of fluid moves in a straight
trajectory parallel to the channel walls in the flow direction; and the velocity
, pressure, and other fl ow properties at each point in the fluid remain constan
t. There are no crosscurrents perpen dicular to the flow direction, no eddies o
r swirls of current in laminar flow. Examples a re oil flowing slowly through a
tube, and blood flowing through a capillary. Turbulent flow in contras t is chao
tic, with rapid, spatial and temporal variations of pressure and velocity. Examp
les o f turbulent flow are the blood flow through in arteries, the flow of water
through pumps and turbines, and the flow eddying seen in boat wakes and around
the wing tips of aircraft [17 , 33]. The relative turbulence of a flow can be de
termined by the dimensionless Reynold s number (Re), which is the ratio of inert
ial forces to the viscous forces: e L

R v p u = Where: p is the density of the fluid (kg/m ), V is the mean velocity o


f the object relative to the fluid (SI units m/s), L is a characteristic linear
dimension, (travelled length of the fluid, and is the dynamic viscosity of the f
luid (Pa s or N s/m or kg/(m s)). Below a certain Re value the flow is laminar; above
this threshold t he flow becomes turbulent. For macroscopic structures such as p
ipes with a circular cr osssection, the transition from laminar to turbulent fl
ow has been empirically determin ed at Re of approximately 2300. For most micros
tructures, in contrast, the Re number is usua lly low (10 1 to 100) thus only la
minar flow is relevant for microfluidic devices. 3. Fluid transport process 3.1.
Poiseuille flow A pressuredriven laminar flow inside a tube with a circular cr
osssec tion, away from the entrance, is commonly known as HagenPoiseuille flow
or simply Poiseuille flow [ 17, 33]. This flow is governed by the NavierStokes
equations, which are nonlinear, secondorder, partial differential equations fo
r describing incompressible fluids. These equati ons are derived from motion and
conservation of mass equations. Poiseuille flow is a solution to the NavierStok
es equation, and describes the fluid velocity at any point as a function of the
viscosity, pressure, and radius of the tube: ( ) 2 2 1 4 z p V r R z u | | c = |
c \ . Blood Cell An Overview of Studies in Hematology 202 Where: Vz is the velo
city distribution, is the fluid viscosity, ( p/ z) is the z component of the pre
ssure gradient, R is the distance from the center of the tube, and R is the radi
us of the tube. This equation reveals that the velocity distribution is paraboli
c, with the maxi mum velocity occurring at the center of the tube. Figure 2a 3.2
. Electrokinetic Flow

Electrokinetic flow is the underlying basis of electroosmosis, electrop horesis


, streaming potential, and dielectrophoresis. In electroosmosis, fluid is made
to flow through, by the application of an electric field. The field induces the
formation of an electric double layer (EDL). This EDL consists of (1) a compact
liquid layer adjacent to t he channel surface that has immobile balancing charge
s, and (2) a second diffuse liquid layer, composed of mobile ions. Most solidli
quid, and many liquidliquid, interfaces have an electrostat ic charge, and henc
e an electric field exists there. In the presence of an electric field, molecule
s of many dielectric materials, such as the glass or polymer used for making the
microf luidic devices, will become permanently polarized, since the material ha
s a dipole tha t comprises two opposite, but equal, charges, due to the asymmetr
ical molecular structure. The e lectrostatic charges on the channel surface, mai
nly negative charges in the case o f glass or polymer, attract counterions from
the liquid. This attraction creates the channel double layer; the first has imm
obile charges that balance the charges on the channel surface. The second diffus
e layer has a higher concentration of counterions near the channel surface than
d oes the bulk of the fluid. The net charge density gradually decreases to zero
in the bulk liquid. The diffuse layer will move under the electric field. Surro
unding molecules are pull ed along by a viscous effect, resulting in bulk fluid
motion or electroosmotic flow. The diffuse layer is several nm to 1 or even 2 m
thick, depending on the ionic concentrat ion and electrical properties of the li
quid. The PoissonBoltzmann equation describes the ion and potential distributio
n in the diffuse layer. The electroosmotic flow velocity can be quan tified by
Lis equation [39]: av z r o V E
Where, Vav is the average elelctroosmotic flow velocity, z is the applied elect
ric field (V/m), r is the Dielectric constant of the medium, o is the permetivit
y of the vacuum, is the zeta potential at the shear plane, and Use of Microfluid
ic Technology for Cell Separation 203 is the Viscosity. This equation reveals th
at the velocity is linearly proportional to th e applied electric field, such th
at all travel at the same speed inside the channel Figure 2b. This situat ion co
ntrasts

with the pressuredriven flow, in which the middle has the greatest v elocity re
sulting, in a parabolic migration. In conclusion, the velocity distribution bein
g parabolic or flat can i mpact the microfluidic device performance. The electro
kinetic flow is favored in applications such as DNA separation, proteomics, rapi
d mixing, and time dependent applications wh ere sample homogeneity and reaction
time need to be stringently controlled. The f low pattern is typically not an i
ssue for cell separation since it happens in contin uous flow without time depen
dence. Figure 2. a: schematic of velocity distribution in Poiseuille flow. b: sc
hematic of velocity distribution in Electroosmosis flow. 4. Technologies and on
chip mechanisms of separation Cells are separated either in bulk or individuall
y. In individual cell sorting, each cell is analyzed, and then the cells of choi
ce are individually selected. This technique is rarely used, due to its very low
throughput. Thus cells are generally sorted by bulk se paration, in which a lar
ge number of cells are selected on the basis of shared c haracteristics such siz
e, density, or the affinity of a receptor for a specific cellsurface target. Th
e r esult of such bulk separation is enrichment rather than a true purified popu
lation [9]. The cells of interest are first identified, than separated, and fina
lly collecte d. The initial step is to screen the cells of interest to identify
one or more common specific chara cteristics to be used as the basis of sorting.
Specific characteristics can be intrinsi c such as size, density, response to e
lectrical or magnetic fields, or resistance to chemical l ysis. Alternatively, c
ells can be labeled using a specific cell surface target that binds to a monoclo
nal antibody conjugated to a fluorophore, or to magnetic particles for flow cyto
metric cell s orting. Once the cells of interest have been identified, they can
be separate d from the other cell types. In some methods, the identification and
separation occur simultaneously, e.g., affinity capture. Blood Cell An Overview
of Studies in Hematology 204 In other methods such as fluorescenceactivated ce
ll sorting, cells are identifi ed on the basis of the presence or absence of one
or more fluorescent tags then are then sorted into two or more separate contain
ers. Sorting can either use negative or positive selection. In positive selectio
n, the target cell itself is labeled; in negative selection, i t is the backgrou
nd cells or other cells in the solution that are labeled. 4.1. Separation of cel
ls on the basis of affinity Affinity chromatography or separation of cells on th
e basis of their affinity is the

fractionation of a cell mixture based on the use of specific immunologic targets


. One or more of these specific targets are immobilized on a chip surface; ther
e, t hey capture the cells of interest with high purity (positive selection), or
alternatively they c apture large number of background cells so as to enrich th
e remaining sample (negative select ion). Microfluidic devices provide a high su
rface area to volume ratio, which is necessary for chro matography; to keep proc
essing times manageable, many devices can be used in parallel. Toners group demon
strated affinitybased separation of cells based on tw o specific immunologic ta
rgets; CD5 and CD19 [40]. Two microfluidic devices were used for affinity separa
tion: a HeleShaw device and a parallel flow chamber device. The chamber i n the
HeleShaw device was 57 m deep and 50 mm long, and the inlet was 5 mm wide. The d
evice was fabricated using PDMS and sealed with a glass cover slip. The chip sur
face was t reated with silane solution in ethanol, followed by GMBS in ethanol (
a watersolub le aminetosulfhydryl crosslinker with a short spacer arm), flushe
d by Neutravidin (strong affinity to biotin) solution in PBS, and incubated over
night. Antibody, antiCD5 or antiCD1 9, solution stocks were diluted in BSA and
sodium azide, flowed through the chamber, incubat ed for 15 min and then flushe
d with PBS to remove unattached antibodies. Flow e xperiments were performed wit
h human immature Tlymphoblasts (MOLT3 cells) and human m ature Blymphocyte (Ra
ji cells). MOLT3 cells, which express CD5 but not CD19, were stained with green
celltracker dye. Raji cells, which express CD19 but not CD5, were stained with
orange celltracker dye. Cells were flowed over the coated chip surface with a s
yringe pump, at flow rate of 30 or 50 L/min. Flow rates were optimized for effici
ent capture to allow dynamic cell adhesion, shear stress was minimized in the ax
ial directi on permitting sufficient interaction between the cell and the coated
surface so that binding can occur. A device coated with antiCD19 was used to d
eplete a 50:50 MOLT3/Raji cell mixtur e of Raji cells, producing a 100% pure MO
LT3 in less than 3 minutes. Obviously , this level of enrichment is exceptional
and cannot be achieved with a heterogeneous (real world) blood sample. Neverthele
ss enrichment by 10 to 2000fold have been obtained usi ng similar devices [41]
. Sin and coworkers also used an alternative parallel flow serpentine chamber de
sign, the effective increase in device length was intended to increa se the numb
er of cell capture and also to ensure constant shear stress throughout the devic
e. In summa ry, Sin and coworkers have demonstrated the possibility of using dyn
amic cell attachment to

antibodycoated microfluidic chambers in shear flow to enrich mixtures of MOLT3


and Raji cells. To further increase the chip surface area, Toners group has devel
oped a microflui dic platform the CTCchip [42]. This device is composed of a twod
imensional array of round pillars. Use of Microfluidic Technology for Cell Separ
ation 205 These pillars are 100 m in diameter and 100 m deep; they are separated b
y 50 m and each three rows are shifted from the previous three rows by 50 m to max
imize interacti on (Figure 3). The chip was etched in silicon with DRIE to produ
ce smooth straight pillars; the result was 78,000 pillars within a surface of 97
0mm 2 . The pillars were coated with antibody (EpCAM). The chip is enclosed by a
manifold. The group had optimized the flow rate allowi ng adequate cellpillar
interaction time, and to minimize shear forces, ensuring at tachment of maximal
number of cells to the pillars. The chip successfully identified CTCs in the per
ipheral blood of patients with metastatic lung, prostate, pancreatic, breast an
d colon cancer in 115 of 116 (99%), with a range of 51,281 CTCs per mL and approx
imately 50% purity (Figure 3). Similarly, Chang and coworkers produced two chips
with an array of pillars coate d with Eselectin IgG chimera, to test the intera
ction of HL60 and U937 cell s with these structures [43]. In one device, the s
quare pillars were separated by 25 m; each pillar was 2 5 m wide by 25 m long by 40
m deep. In the second device, pillars were 10 m wide by 35 m long by 40 m deep, and
spaced 30 m apart. In this second device each row of pillars was offset from the
previous one by 15 m so as to allow more cells to ne interrogated. Dev ices were
fabricated in silicon by DRIE and were sealed with thin pyrex glass using anodi
c bonding. In the first device, HL60 cells were enriched 400 fold over to the o
riginal concentration, while the second device achieved only 260fold enrichment
. Offsetting t he pillars on the second device had been expected to improve the
cell capture, however smaller siz e resulted in the flow being faster in the cha
nnels, thereby increasing shear st ress on the cells and making them less likely
to be captured on the surface. It is possible to further increase cell surface
interaction if the cells passed through a packed bed of antibodyconjugated bead
s. However, such a design is no longer attractive since cell crossing takes as l
ong as 2 hr due to the retardation of the flow rate [44]. Figure 3. Isolation of
CTCs from whole blood using a microfluidic device a, The workstation setup for
CTC separation. The sample is continually mixed on a rocker, and pumped through
the chip using a

pneumaticpressureregulated pump. b, The CTCchip with microposts etched in sil


icon. c, Whole blood flowing through the microfluidic device.d, Scanning electr
on microscope im age of a captured NCIH1650 lung cancer cell spiked into blood
(pseudo coloured red). The inset sh ows a high magnification view of the cell (R
eprinted with permission from Nature Publishing Group). Blood Cell An Overview o
f Studies in Hematology 206 Malmstadt and coworkers developed an innovative appr
oach that could ben efit from the increased bed of beads area while avoiding its
limitation [45]. The g roup used beads that were modified twice: (i) with the a
ffinity moiety biotin, which binds streptavid in to function as chromatographic
affinity separation matrix, (ii) with the temperature sensitive polymer poly(N
isopropylacrylamide). At room temperature, a suspension of these beads flows thr
ough the channel. When the temperature is raised above a certain t hreshold, the
beads aggregate. The sample is then introduced and the beads remain stable duri
ng samp le flow, and the device functions as a chromatography affinity matrix. T
he temp erature is then lowered below the threshold to allow the beads to dissol
ve and elute from the ch annel. 4.2. Separation of cells by flow cytometry Flow
cytometry is a technique that uses light scattering to measure various phys icoc
hemical characteristics of suspended cells. Cells are stained and then confined
to flow in a single file through a fluidic system. The stream of cells passes at
high speed t hrough a focused laser beam. Light scattering and fluorescence dat
a are collected from the in dividual cells and analyzed. A laser of one waveleng
th such as blue can be used for excitation; the instrument records fluorescence
at multiple wavelengths such as red, orange, and green, in addition to the blue
light scattering in the forward direction and right angle to the laser beam. Thi
s information is processed by a computer attached to the cell analytical instrum
entation. Alternatively, flow cytometers can be equipped to sort cells of intere
st based on scattering properties, by use of an electric field, flow switching,
or optical trapping. The first key aspect of flow cytometry is the focusing of
the cells in a single file so they can be individually interrogated by the optic
al detection system. This step is usually achieved by hydrodynamic focusing [46,
47]. A sheath flow surrounds the samples from both sides; the flow rate can be
adjusted to make the middle stream as thin as required to c arry cells in a sing
le file (Figure 4). This also reduces cellular aggregation that ca n clog the de
vice. Microfabricated channel structures are capable of stably delivering samp l
es to a detection

area with higher accuracy and better flow control than are glass capi llarybase
d fluidic systems used in conventional flow cytometric equipment; this superior
p erformance is a function of the small channel dimensions possible in microflui
dics. The hydrodynamic focusing typically constrains the cells on both sides, bu
t not in the z directio n [48]. Miyake and coworkers have developed a multilayer
ed sheath flow chamber that can generate a threedimensionally focused narrow st
ream. The channel system was for med by the lamination of five separate silicon
and glass plates; defining the threedimensional geometry of a sample injection
nozzle and a detection microchannel. A simpler, albeit less flexible or programm
able, approach would be to use a shallow channel that confined the cells in the
z direction to remain within the analysis window [49]. Sheath liquidbased hydro
dynamic focusing, while being the standard tech nology in microfabricated flow c
ytometers, require continuous pumping of a large volume of sheath liquid at a hi
gh flow rate to pinch the middle stream down to singl ecell width. Sheath Use o
f Microfluidic Technology for Cell Separation 207 liquid volume required can be
up to 1000 time the sample volume. New types of microfluidic systems have been d
eveloped to minimize or eliminate the sheath liquid requirements and to further
miniaturize flow cytometry. Huh and coworkers demons trated the use of ambient a
ir as an alternative sheath fluid in a disposabl e airliquid twophase microfluid
ic system [50]. The system produces a thin (>100 m) liquid s tream transporting c
ells focused by airsheath flows in a rectangular microfluidic channel . To achi
eve this focusing, the authors had to conduct a detailed study of the PDMS surfa
ce wettab ility, and of the flow conditions so as to overcome the twophase (air
liquid) instabilitie s. In a contrasting approach, a Vshaped groove device was
developed by Altendorf and coworkers to transport blood cells in a single file.
The groove micro channel was fabricated by anisotropic wet etching of silicon [
51]. The top of the groove was 2025 m, wide and the constriction channel geometry
allowed the generation of a singlefile s tream of blood cells moving through th
e channel without the need for sheath fluid. Light s cattering caused by the flo
w of the individual blood cell through the device was measured by optics based o
n a photomultiplier tube, photodiode detector, and laser source. The device was
capable of differentiating between various cell populations such as RBCs, platel
ets , lymphocytes, monocytes and granulocytes, based on the intensity of scatter
ing signal

s. This study demonstrated the potential utility of such a device for differenti
al counting of blood cells. The second aspect of a flow sorter system that is pe
rtinent to our discussion is the system capability to sort cells at high speed.
The requirement of rapid defl ection after the cell has been identified by the o
ptical system, can be achieved through redirec tion of the flow via highspeed v
alving or reverse electrokinetic flow, dielectrophoresis, ult rasonic transducer
, or optical trapping. Kruger and coworkers achieved switching by use of pressur
edriven flow systems [ 46]. As a liquid sample stream that was hydrodynamically
focused along the center of an input channel approach a junction, a small amoun
t of buffer liquid is injec ted into or withdrawn from the side stream along a s
witch channel, causing the focused samp le stream to be deflected and to flow in
to a collection channel. Fu and coworkers demonstrated the use of electric field
to quickly switch the fl ow from the waste to the collection channel, to isolat
e a cell of interest [52]. The disposa ble activated cell sorter consisted of th
ree channels joined at a T shaped junction. Electroosmoti c flow drives cells o
r particles from the inlet to the junction where the flow is diverted to the was
te or collection channels. The diversion is achieved by a switching of the elect
ric field at the T junction to control the flow in a rapid manner. This device d
oes not use sheath flow but rather a smalldiameter channel, to constrain the ce
lls in single file. When the fluorescently tagged bacterial cell of interest is
detected, the sample stream flowi ng from an inlet to a waste port is quickly sw
itched by reversed electric field, such that the flow is diverted direction to a
collection port, selectively delivering the labeled targ et particles to a samp
le collector. Using this fluidic switchingbased sorting technique, the aut hors
demonstrated sorting of fluorescent microbeads and E. coli cells at a throughpu
t of 10 beads s1 and 20 cells s1. The device was fabricated by softlithography in PD
MS. Blood Cell An Overview of Studies in Hematology 208 Similarly, Oakey and cow
orkers demonstrated the use of electric field for divert ing the flow rather tha
n switching since their device did not have hydrodynamic focusing [53] . Johanss
on and coworkers developed an ultrasound transducer that was pla ced in the midd
le of the channels at the intersection between the waste and collection chan nel
s. In the absence of ultrasound wave, cells migrated to the waste channel. When
a cell of interest was identified, the transducer produced a radiation force act
ing on a dens ity interface that

caused fluidic movement, and the particles or cells on either side of the fluid
interface were displaced in a direction perpendicular to the standing wave direc
tion toward the collection channel [54]. Chun and coworkers demonstrated a polye
lectrolytic salt bridgebased ele ctrode, placed across the channel to replace t
he laser used for cell fluorescence an alyses. The salt bridge produced impedanc
e signals in proportional to cells size to be used as basis for sorting to elimin
ate the need for the optical system that typically exist offchip [55]. Figure 4
. Left: Image of prototype device in operation. Right: Computational mod elling
of fluid dynamics in a microfluidic cell sorter structure. The performance of th
is struct ure was simulated using FlumeCAD (Microcosm Technologies), a finite el
ement modelling (FEM) software pac kage that uses full NavierStokes equations. (P
rinted with permission from Institute of Physics Publis hing). 4.3. Separation o
f cells using immunologic targets Magnetic separation can be achieved by using t
he cells intrinsic magneti c properties or by attachment of a magnetic particle t
o a specific surface antigen that can later b e exposed to a magnetic column for
separation. Magnetic particles are typically compose d of large numbers of supe
rparamagnetic nanoparticles packed inside micrometer sized sphere made of polyme
r. The surface of each magnetic bead is then functionalized with antibo dy speci
fic to an antigen found on the surface of one type of cell. The cells are incuba
ted with the Use of Microfluidic Technology for Cell Separation 209 magnetic bea
ds to allow interaction; the magnetic bead attaches specifically to the cell by
the antibodyantigen recognition. The cells are transferred to the magnetic colu
mn of a separation device. The cells are then manipulated via a magnetic field g
enerated by an internal patterned electromagnet or external macroscopic magnets.
The cells atta ched to the magnetic beads stay on the column, while other cells
, not expressing the antigen , and hence not attached to beads, flow through it.
With this method, the cells can be separated positively or negatively with resp
ect to the particular antigen(s). Positive sel ection results in the binding of
the cells of interest to the column and they then need to be wash ed off of the
column. In negative selection, the cell of interest do not bind, and are passed
through the column enriched [56]. Han and coworkers have exploited the intrinsic
differences in the magnetic prope rties of the RBCs and WBCs without use of mag
netic beads, to separate the cel l types in a onestage or threestage magnetopho
retic microseparator [57]. Their singlest

age device was able to separate 91% of RBCs out of whole blood; the threestage
device improved on this performance to separate 93.5% of RBCs and 97.4% of WBCs
from the who le sample at 5 L/hr flow rate. Qu and coworkers demonstrated identic
al separation effic iency [58]. Hans channels were 50 m deep created by hydrofluor
ic acid etching of borofloat gla ss slides. The wire area, included to deform th
e magnetic field inside the channel and hence generated a high field gradient, w
as defined using photolithography, an d a Ti/Cu/Cr seed layer was deposited by e
beam evaporation, followed by microelectr oforming (a process for making thick
metal structure) of the ferromagnetic nickel wire. The device was sealed with a
second glass slide bythermal bonding. An external m agnet provided the magnetic
field. Adams and coworkers developed a multitarget magnetic cell sorter to pur
ify two types of target cells. They simultaneously sorted (i) multiple magnetic
tags ach ieving >90% purity and >5,000fold enrichment, and (ii) multiple bacter
ial cell types achieving >90 % purity and >500fold enrichment, with a throughpu
t of 10 9 cells per hour [59]. Their device incorporates microfabricated ferroma
gnetic strips (MFS) to generate large and reprodu cible magnetic field gradients
within its microchannel and utilizes a multistream laminar flow architecture to
accurately control the hydrodynamic forces. This design enables continuous so r
ting to of multiple target cells into independent spatially addressable outlets
wit h high purity and throughput. The chip was fabricated in three layers: glass
PDMSglass. The channel was 50 m d eep and 500 m wide, and contained two sets of
20200 nm thick nickel patterns that compose the MFS structures. (Figure 5) The
two sets of MFS arrays are aligned at different angles with respect to the flow
direction. The result is that two magnetophoretic forces that differ is amplitud
e and direction, act on the labeled cells. The labels are dif ferent in size and
magnetization and thus require different forces to deflect them out of the stre
a m of laminar flow. The magnetic field is created with a magnet made of a custo
m stack of neodymiumironboron (NeFeB) and placed underneath the chip.The MTMAC
S sorting c hip was used to sort two subtypes of Escherichia coli MC1061 cells.
One type was labeled with label 1 with Blood Cell An Overview of Studies in Hema
tology 210 tag 1 (r = 2.25 m, M =14 kA/m) and tag 2 (r =1.4m, M = 30 kA/m), and wa
s fluoresc ently

labeled for observation under a fluorescent microscope. Using 5 mL/hr flow rate,
each of the tags was enriched several thousand fold at its respective outlet af
ter a single round of purification. At outlet 1, the population with tag 1 was e
nriched from 0.020% to 95.876% of the total population corresponding to a 5,000
fold enrichment. The impurities in this fraction consisted of 2.974% tag 2 and 1
.150% nontarget beads. Similarly, the population with tag 2 in outlet 2 was enri
ched 15,000fold, with contamination of 3.125% tar get 1 and 6.358% nontarget be
ads. The waste output consisted almost entirely of nontarge t beads (99.997%), a
nd contamination of 0.002% of tag 1 and 0.001% of tag 2. Figure 5. MTMACS separ
ation architecture. (A) (Step A) The sample contains an e xcess of nontarget cel
ls and 2 different target cells (target 1 and target 2) that are labeled with 2
different magnetic tags (tag 1 and tag 2) by specific surface markers. (Step B)
The sample is continuously pu mped into the device where the 2 target cell types
are sorted into spatiallysegregated independent o utlets. Separation occurs in
2 regions of high magnetic field gradient generated by the microfabricated fe r
romagnetic strip (MFS) 1 and MFS 2. (Step C) After sorting, the eluted fractions
from each outlet are a nalyzed via flow cytometry. (B) A freebody diagram show
ing the balance of forces at the MFS stru ctures. At MFS 1 (_1 _ 15), tag 1label
ed target 1 cells are deflected and elute through outlet 1 because Fm1 _ Fd1 sin
(_1). This is not the case for tag 2labeled target 2 cel ls, which are instead
deflected at MFS 2 (_2 _ 5) because Fm2 _ Fd2 sin(_2), and elute through outlet 2
. Nontarget cells are not deflected by either MFS and elute through the waste o
utlet. (C) Optical micr ographs (magnification _ 100_) of the tags being separat
ed at the 2 MFS structures at a total flow rate of 47 mL/h (sample _ 5 mL/h, buf
fer _ 42 mL/h). (Left) Tag 1 is deflected by the steep angled MFS 1. (R ight) Ta
g 2 is deflected by MFS 2 (Reprinted with permission from PNAS). Use of Microflu
idic Technology for Cell Separation 211 Xia, Modak and coworkers used similar ha
ve demonstrated similar magneti c cells sorting design with the structure concen
trating the magnetic field being adjace nt to the flow channel but not exposed t
o the sample solution [60, 61]. Lee and coworkers demonstrated the use of patter
ned channels to magnetically man ipulate single cell. Lees device had a matrix of
two separate layers of strai ght gold wires, each addressed independently, alig
ned perpendicular to each other, and covere d with an insulating layer. A magnet
ic field was created by passing electrical c urrent through the wires creating a
programmable magnetic field to control the motion of individual cells in the fl
uid. Lees device demonstrated the separation of viable from nonviable yeast cel

ls attached to magnetic beads [62]. Saliba and coworkers demonstrated a 2D array


of dots by deposited by microcontact printing of a magnetic ink acting as magne
tic traps. Antibodycoated m agnetic beads were injected in the channels and wer
e submitted to a Brownian motion in the absence of any field. The application of
an external vertical magnetic field induced the antibodycoated magnetic beads
to assemble on the patterned dots creating columns [63]. Kose and coworkers demo
nstrated a novel device to use colloidal suspen sion of nonfunctionalized magnet
ic nanoparticles for manipulation and separation of microparticles. It is a size
based separation mediated by angular momen tum transfer from magnetically excit
ed ferrofluid particles to microparticles. The na nocytometer is capable of rapi
dly sorting and focusing two or more species, with up to 99% separation efficien
cy [64]. 4.4. Separation of cells using chemotaxis phenomena Chemotaxis is the p
rocess whereby a single cell, or multicellular organ ism, moves away or toward a
certain chemical. This movement can be away from a poison ( chemorepellent or n
egative chemotaxis) or toward food (chemoattractant or positive chemotaxis). Fo
r example, neutrophils leave the blood vessel and migrate toward the smell produ
ce d by bacteria in a cut of the skin in an effort to defend the body against in
fection. The influence of these gradients of molecules and cues cellular behavio
r in the surrounding m icroenvironment is an important biomedical focus of study
. Chemotaxis, in particular, play s an important role in many biological and phy
siological processes such as creation of new tissues, wound healing, cancer meta
stasis, and embryogenesis. To test a cell response to a certain chemical gradien
t, the cells are typically placed in a well, and the test substance or chemical
is placed in a second well. The two wells are separated by a barrier such as a w
eir structure (Dunn chamber) or a filter (Boyden chamber), to ensure that the ce
ll movement is due only to the signaling only and not random motion or dif fusio
n. The development of microfluidic devices for chemotaxis assays was motivated b
y t he need to produce the gradient in a controllable and reproducible manner, a
nd to minimize the quantities of test substance and cells required per assay [65
]. Blood Cell An Overview of Studies in Hematology 212 Abboodi and coworkers hav
e developed a hydrogelbased microfluidic chip for chem otaxis studies [66]. The
device consists of three chambers in this study, the middle ch amber is filled
with a 3D porous hydrogel structure that contains the cell culture; h

ere fibrosarcoma cell line HT1080 was used as an invasive cancer cell model. Fir
st, the le fthand chamber was filled with a cellulose enzyme solution and the r
ighthand one was fi lled with cell culture medium containing fetal bovine serum
(FBS) (Figure 6). The cellulose e nzyme solution diffuses into the hydrogel and
degrades it, creating large pores in the structur e closer to the lefthand res
ervoir. Pore size is progressively smaller as the solution migrates toward the r
ighthand reservoir. The result is that the cells, stained for observ ation by f
luorescence microscopy, moved toward the large pores adjacent to the lefthand r
eservoir. Af ter 3 days, the FBS containing mediumFBS in the righthand reservoi
r was replaced with pure FBS i.e., full strength chemoattractant. The cellulose
enzyme solution in t he lefthand reservoir was also replaced with a FBScontain
ing medium. In response, the cells reversed their motion and moved toward the ri
ghthand reservoir containing the pure F BS, confirming that FBS is a chemoattra
ctant for this cell type. The negative structure of the chambers of this device
was fabricated with a 3D printer and a UVcurable polymer. The device was molded
in PDMS from the polymer structure and sealed with a glass slide. Agrawal and c
oworkers, in an effort to explore the sepsis complication s that occur in burn p
atients, presumably as the result of improper activation of neutrophils, develo
ped an assay on an advanced switching gradient device for monitoring the migrati
on behavior of these cells following thermal injuries [67]. The device (i) integ
rates the i solation of neutrophils from whole blood, (ii) the provision of a co
ntrolled combinatorial chemotactic e nvironment, and (iii) the monitoring of rea
ltime migration of the captured neutro phils over different substrates all onc
hip, thereby eliminating the need for preprocessing of the blood. The device was
made with PDMS and was fabricated with standardized soft l ithographic techniqu
es. In a first trial, the capture was performed by a coating of the microfluidic
cell chambers with Pselectin, Eselectin, or fibronectin substrate. A 10 L drop
of bl ood/heparin solution was loaded in the cellcapture device, and the cells
were al lowed to settle for 10 min; then flow was initiated (0.5 L/min) and most
of the unwanted cel l population was washed away. In experiments repeated in th
e migration device, captured cells wer e exposed to a linear chemotactic gradien
t of the chemokines IL8 and fMLP. Migr ation patterns for both chemokines over e
ach substrate were recorded with time lapse micr oscopy and were then compared.
The two chemoattractants, IL8 and FMLP, were used to create a gradien

t across each binding substrate. Neutrophils over Pselectin reacted similarly f


or the IL8 and fMLP gradients. However, for Eselectin, average y displacements of
50 m and 70 m were observed within 30 min in the gradients of fMLP and IL8 respec
tively. For fibronectin, the difference in migration was more significant: the c
ells mig rated about 65 m in fMLP gradient, but only 35 m in the IL8 gradient over
similar t ime courses. This system offers an efficient approach to the developm
ent of a simple di agnostic tool suitable Use of Microfluidic Technology for Cel
l Separation 213 for a variety of applications in addition to chemotactic studie
s such as genomic and proteomic analyses. Chen and coworkers demonstrated a cell
migration chip which can monito r chemotaxis at single cell resolution [68]. Th
e chip is composed of weirs that captu red individual cells. Once a cell is capt
ured, the hydrodynamic force will push other cells to the next weir through a se
rpentine channel. A high capture rate over 94% is achieve d by optimizing the ge
ometry of capture sites and the length of serpentine structures. Aft er capturin
g, cell migration experiments induced by chemotaxis were carried out using the f
abricated platform, and the behavior of each single cell was successfully traced
. Englert, Walker, and coworkers focused their effort on generating repro ducibl
e gradients [69, 70]. Engelrt and coworkers device created reproducible chemoeff
ecto r gradients. Two gradients, to simulate competing conditions in nature, wer
e created usi ng a Laminar flowbased diffusive mixing and were tested on Escheri
chia coli. The sample containing the fluorescently stained Escherichia coli, for
observation by microscopy, w as introduced in a middle channel. Two side channe
ls introduced the two gradients: quorumsensing m olecule autoinducer2 (AI2) a
nd stationaryphase signal indole were introduced, one on each side of the sampl
e. Results showed that the Escherichia coli was attracted by the AI2 and repell
ed by the stationaryphase signal indole. Figure 6. (A) Schematic for the device
. (B) Image for each region in the main st orage. (C) Average fluorescent intens
ity of FITC BSA at four regions from left to right through th e porous hydrogel
in the SD (Reprinted with permission from SPIE and A. Al Abboodi). main storage
4.5. Separation of cells using optical methods and light traping Optofluidics t
echnology, which is the mating of optical trapping, switc hing, and microfluidic
has been recently introduced as a new manipulation scheme. It has been Blood Ce
ll An Overview of Studies in Hematology 214

motivated by its high selectivity, ability to maintain sterility, and how it all
owed programmable manipulation of particles or fluids in microenvironments based
on o ptically induced electrokinetics. While optical switching is often used wi
th flo w cytometry as the switching or sorting mechanism, it is here presented i
n a separate section to de monstrate its unique capabilities and potential. Typi
cally, a focused laser beam provides a fo rce to hold or move a microscopic diel
ectric particle. The dielectric particle is attr acted to the strong electric fi
eld gradient at the narrowest point of the focused beam. This force i s small, i
n the order of piconewtons, depending on the refractive index mismatch, and can
be att ractive or repulsive. MacDonald and coworkers introduced a bowtie like c
hip with four reservoirs link ed in the middle by a flow channel (Figure 7). The
two reservoirs on one side are for buff er (top) and sample (bottom) respective
ly. The two reservoirs on the other side are for waste (top) and sample collecti
on (bottom). In the absence of any force, the cells mi grated from their reservo
ir to waste, while the buffer passed to the collection reservoir. The two flows
shared the channel but no mixing due to laminar conditions. When optical forces
were fo cused on the flow of mixed particles as it passed through the lattice, s
electe d particles were strongly deflected from their original trajectories into
the collection reservoir , while others passed straight through, depending upon
their sensitivity to the optical poten tial. The interaction with optical field
s provided a selective means of removing material ma tching specific criteria fr
om an otherwise laminar stream. The optical force was appli ed by the mean of a
fivebeam interference pattern created by a 1,070nm laser beam that p assed thr
ough a diffractive beam splitter, producing four beams diverging from the centra
l, nondiffracted , in a cross shape. Collimating optics provided a parameter spa
ce to in dependently control the phase and amplitude of each of the five beams b
efore being cofo cused through an aspheric lens to produce a large, threedimen
sional optical lattice thr ough multibeam interference [71]. Kovac and coworkers
introduced a microwell array that is passively loa ded with mammalian cells via
sedimentation. These cells were inspected using mic roscopy. After inspection,
cells of interest were levitated from the well using a focused infra red laser i
nto a passing stream to the collection reservoir. This is a simple device m ade
of PDMS for the channels and the wells were sealed with glass slide [72]. Shiras
aki and coworkers used optics to control a thermoreversible gelat

ion polymer (TGP) as a switching valve. The chip has Yshaped microchannels with
one inlet and two outlets. The sample containing fluorescently labeled cells wa
s mixed with a solution cont aining the thermoreversible solgel polymer. The fl
uorescently labeled target cells were introduced in the channels and observed us
ing fluorescence microscopy. In the absence of a fluorescence signal, the collec
tion channel was plugged through laser irradiation of the TGP and the specimens
were directed to the waste channel. Upon detection of a fluorescence s ignal fro
m the target cells, the laser beam was then used to plug the waste ch annel, all
owing the fluorescent cells to be channeled into the collection reservoir. The r
esponse time of the solgel transformation was 3 ms, and a flow switching time o
f 120 ms wa s achieved. The TGP did not affect cell viability [73]. Use of Micro
fluidic Technology for Cell Separation 215 Lin and coworkers have demonstrated a
microfluidic system based on a computer controlled digital image processing (DI
P) technique and optical tweezers for automatic cell recognition and sorting in
a continuous flow environment. In this syst em, the cells are focused electrokin
etically into a narrow sample stream and are introduced into t he channel where
they are recognized and traced in real time. Synchronized contro l signals gener
ated by the DIP system are then used to actuate a focused IR laser beam to displ
ace the target cells from the main sample stream into a neighboring sheath flow,
whi ch carries them to a downstream collection [74]. In summary, Optoelectroflu
idic technology, which has been recently intro duced as a new manipulation schem
e, allows programmable manipulation of particles or fl uids in microenvironments
based on optically induced electrokinetics. The behavio r of particles or fluid
s can be controlled by inducing or perturbing electric fields on demand in an op
tical manner, which includes photochemical, photoconductive, and photothermal ef
fects [75, 76]. Figure 7. The concept of optical fractionation. Low Reynolds num
ber flows will b e laminar: without an actuator all particles from chamber B wou
ld flow into chamber D. Chamber A would typically introduce a blank flow stream, a
lthough this could be any stream into which the se lected particles are to be in
troduced. By introducing a threedimensional optical latticein this case a bodyc
entred tetragonal (b.c.t.) latticeinto the fractionation chamber (FC), one specie
s of pa rticle is selectively pushed into the upper flow field. The reconfigurab
ility of the optical lattice a llows for dynamic

updating of selection criteria. For weakly segregated species, the analyte can b
e either recirculated through the optical lattice or directed through cascaded
separation chambers. Th is latter option also allows the use of multiple selecti
on criteria in a single integrated chip. The f low volume in our current sample
cells is 100 mm thick; scale bar, 40 mm (Reprinted with permission from N ature
Publishing Group). 4.6. Separation of cells using electrophoresis and dielectrop
horesis Dielectrophoresis (DEP), first described by Pohl in 1951, is a phenomeno
n in whi ch a force is exerted on a dielectric (insulator that can be polarized)
particle whe n subjected to a nonuniform electric field. This can take place in
either direct (DC) or alternating (AC) electric fields. The strength of the for
ce depends on the frequency of the ele ctric field, the medium and particle elec
trical properties, and the particles size and shape. Varying the fields frequency
can manipulate particles with different sizes with great selectivity, which is
used for manipulating cells and nanoparticles. Blood Cell An Overview of Studies
in Hematology 216 Pommer and coworkers have used DEP phenomenon to separate pla
telets di rectly from diluted whole blood in microfluidic channels. Since platel
ets are the smallest cell type in blood, DEPactivated cell sorter (DACS) was us
ed to perform size based fractionation of blood samples and continuously enrich
the platelets [77]. Hu and coworkers used a comparable device to Pommer, but the
differen ce in sizebased separation was attributed to the size of the antibody
conjugated beads attached to the target instead of the cells intrinsic size [78]
. Pommers device is composed of two identical purification stages, in each stage
a buffer is introduced in the midd le of the channel while the sample is loaded
from both sides. The channel electrodes are at angle with the flow forming a fun
nel shape where the sample flows from the wide to the narrow side. The force exe
rted by the electric field on the cells has a cubic dependence on the radius ( R
3 ) and can be controlled by varying the applied voltage. The hydrodynamic drag
fo rce under laminar flow has a linear dependence on the particle radius ( R 1
) and is controlled by varying the flow rate. Therefore, the resulting forces ex
erted on the cells has a square dep endence ( R 2 ) and is used to deflect large
cells (RBCs and WBCs) into the middle buffer stream to the waste collection res
ervoir while the platelets remain in the side flow

and migrate to the collection reservoir. Post sorting cytometric analysis reveal
ed that a single pa ss through the twostage device yields 95% purity of platele
ts with minimal platelet activation. Two Borosilicate glass wafers were used to
fabricate the top and the bott om of the device, the titaniumgold (20nm and 200
nm respectively) electrodes were patterned an d evaporated using ebeam, a polyi
mide layer was spun and patterned to form 20m ch annel depth between the top and
bottom wafer. The two wafers were aligned and bonded using t hermal bonding (300
o C) then 375 o C to cure the ployimide. Vahey et al have extended DEP to multi
ple electrodes creating an elec tric conductivity gradient to separate cells and
particles. This is similar to using is oelectric focusing in analytical chemist
ry and proteomics with the conductivity replacing the pH gradi ent. Vahey et al
have used this device to achieve labelfree separation of multi ple (>2) subpopu
lations from a heterogeneous background. The channel was 1mm wide and 20 m deep m
olded in PDMS and sealed with pyrex wafer that has the evaporated electrodes. Th
e six electrodes, 200nm gold on top of 10nm titanium (adhesion layer) are 60m wid
e, separated by 1 5 m, and are patterned at an angle with the flow direction. The
electrical gradient was used to separate 1.6, 1.75, and 1.9 m polystyrene beads
from a mixture. Additi onally the device was successfully used to separate simil
ar size beads based on surface conductance due to different coating such as COOH
modified and unmodified, as well as so rting nonviable from viable cells of the
budding yeast Saccharomyces cerevisiae [79]. LapizcoEncinas et al have used in
sulatorbased (electrodeless) dielectro phoresis (iDEP), in which the nonuniform
electric field needed to drive DEP is produced b y insulators, avoiding problem
s associated with the use of electrodes [80]. This channel was 1 0.2mm long and
contained a two dimensional array of 10m deep pillars etched in b orosilicate gla
ss. The channel was thermally bonded with a drilled cover plate for fluid access
. Tw o platinum wires, the only electrodes in the device, were placed in the inl
et a nd outlet reservoirs, Use of Microfluidic Technology for Cell producing mea
n electric fields of up to lator posts disturbed the electric field lines, This
created higher field strength between the pillars. Separation 217 200 V/mm acros
s the insulators. The insu squeezing them between the pillars. Cell trapping and
release were con

trolled by modifying the relative responses of electrokinetics and DEP by adjust


ing the magnitude of the applied voltage. Dead cells had significantly lower die
lectrophoretic mobility t han live cells but similar electrokinetic mobilities.
Therefore, live cells were concentrated betwe en the pillars. Cells were labeled
with Syto 9 and propidium iodide for observation through a fl uorescent microsc
ope (Figure 8). Figure 8. Schematic representation of the experimental setup: (a
) top view, show ing the manifold, glass chip, an enlargement of the flow microc
hannels; (b) cartoon showing the electric field lines being squeezed between the
insulating posts; (c) side view showing the manifold and gl ass chip on the mic
roscope stage (Reprinted with permission from ACS Publications). 4.7. Separation
of cells by size Sizebased sorting has been our works focus for a few years; we
have successfully demonstrated the separation of WBCs, RBCs, or circulating tum
or cells from whole blood, and fetal nucleated red blood cells (fNRBCs) from cor
d blood. Size a nd densitybased sorting has been demonstrated in open flow cha
nnels by Sekis group using pinched f low fractionation [81]. Enrichments up to 20 f
old have been accomplished by the chip shown in Blood Cell An Overview of Studie
s in Hematology 218 Figure 9. The sample is loaded into the 20 m wide open channe
l, and a second solu tion, a buffer, is loaded from a second channel that is 200
m wide. The buff er pinches the flow width against the channel wall down to 15 m,
forcing the cells to al ign along the channel wall, before the channel opens to
a 350 m wide area with 12 outlet ports. The separation occurs in the wider chann
el; the smaller, lowerdensity cells segregate and are dragged along the channel
wall, while the larger, denser cells, tended to sed iment earlier in the pinche
d region and occupy the outer stream that empties to a differen t outlet port. T
he device was fabricated by standard photolithographic techniques and was molded
in PDMS, from an SU8 master. Wildings group used weirlike structure to create a
3.5 m space between the silicon bottom and a glass top of a device to separate W
BCs from who le blood, they could then use the cells DNA for amplification [8284
]. Austins group has demonstrated cell sorting based on asymmetric bifurcation of
a laminar flow around a periodic array of micrometerscale pillars [85, 86]. Ea
ch row of p illars is offset horizontally with respect to the previous row by a
fraction of the d istance separating the pillars. This offset between successive
rows forces particles to navigate around the obstacles

and induces a lateral displacement proportional to their size. Therefore, cells


or particles of different sizes exit the array at different locations and can be
collected separ ately. The main advantage of such a device is that it never clo
gs, since the distanc e between the pillars is always larger than the cells or p
articles they separate. This device was used to fractionate a mixture of differe
ntdiameter beads; 0.8, 0.9, and 1.03 m into three d istinct streams. Additionall
y, this device was used to separate a mixture of DNA molecules, 61 an d 158 kb,
in two separate trajectories. In this case an electric field of 12V/c m was used
to drive the flow. Additionally, Austin group has used a variation of this chip
to separ ate RBCs, WBCs, and platelets from blood plasma [87]. Our group has em
ployed pillar configuration to create multiple sieving devices for sizebased sep
aration. With these devices, we have demonstrated the isolation of cult ured can
cer cells spiked into whole blood [88]. Our devices have successively narr ower
gap widths between the columns in the direction of flows with 20, 15, 10, and 5 m
spacings a ll on one device (Figure 10). The first 20 m wide segment disperses t
he cell sus pension and creates an evenly distributed flow over the rest of the
device, whereas the other segments were designed to retain successively smaller
cells [89]. The channel depth is constant across the device. Two types of device
s were constructed, the first type was 10 m deep and the second type was 20 m deep
. As cells traversed the device, they contin ued through each region until they
were stopped at a gap width that prohibited passage due to their size. Experimen
ts with human whole blood, from healthy individual, proved that channel s 5 m wid
e and 10 m deep permitted all normal cell types to cross without resistance un de
r our experimental flow conditions. Cultured cancer cell lines, mixed with wh ol
e blood and applied to the device, were retained inside the device while all oth
e r cells migrated to the output reservoir. Use of Microfluidic Technology for C
ell Separation 219 Figure 9. Schematic illustrations showing the separation mech
anism of sedimentat ion pinchedflow fractionation. Images a and b show enlarged
views of areas (a) and (b) of the up per image, respectively. In the pinched se
gment, particles are focused onto the upper sidewall regardless of size. By appl
ying sedimentation force to the flowing particles in the curved channel, particl
es wi th a higher density (black) migrate beyond the streamline, achieving densi
tybased sorting. (Reprint ed with permission

from Springer publisher.) Eight different cancer cell line, brain neuroblasts (S
KNMC, SKNAS, SKNSH, BE(2)M(17), and SHSY5Y), breast epithelial cells (MDA
231), colon epithelial cells (SW620), and kidney epithelial cells (HEK293), were
successfully isolated from whole blood by our device. Additionally, either inta
ct cells, or DNA, could be extracted for mole cular analysis. DNA was extracted
by insitu cell lysis. After the cancer cells had been retained, the device was
flushed for 20 min, with medium used to remove all nonretained cells, followed
by water to lyse the retained cells and release their DNA. DNA was collected fro
m the output reservoir for 20 min (approximately 0.33 mL), purified, and tested,
as a demons tration that the captured DNA was from the cancer cell line and not
a contaminant DNA from the blood used for spiking. Alternatively, retained inta
ct cells were recovered by reversing the di rection of the flow, using medium af
ter allowing 20 min for them to migrate towards the outlet. Once flow was revers
ed, cells retained at the first row of transition at the 10 m wide channels detac
hed easily and traveled through the 15 m and then the 20 m segments, thro ugh the
inlet reservoir, and into a collection tube. Cells were cultured from the co lle
ction tube and were able to proliferate, thus demonstrating the viability of the
extracted cells. Our device was made using standard photolithography techniques
and was molded in PDMS, polystyrene, or polyurethane [90]. Blood Cell An Overvi
ew of Studies in Hematology 220 Figure 10. (top) Schematic showing flow directio
n and channel structure for the Second generation device having varying channel
gap widths (20, 15, 10, and 5 m), cells separate bas ed on size and deformabilit
y. Channel depths, constant over a single device are: 20 or 10 m. (Bot tom) Adul
t blood cells spiked with MDA231 cells. All cells flow freely through the device
except for th e MDA231 cells, which are retained at the start of the 10m wide ch
annels A derivative of the same design was utilized to separate fetal cells from
cord blood [91]. The device has four segments of successively narrower channels
along the flow ax is; these have 15, 10, 5, and 2.5 m spacings. Each segment is
30 mm wide and 15 mm long and has 375 rows of channels of the same width. Theref
ore, the entire device is 30mm wide and 60mm long, giving rise to over 3.5 milli
on channels. The channels are formed between pillars separated by gaps rather th
an a continuous structure. This des ign was favored to allow the cells to deform
and resume their normal shape as they trav erse the device;

further, if the cell flow is locally slowed or if a channel becomes clogged, a c


ell is able to migrate around the affected area. Currently, a onestep centrifug
ation is required for sample preparation, and only the mononuclear layer is used
in the dev ice. This step not only separates most of the mature RBCs before sam
ple loading, but it also enriches for fNRBCs since mononuclear cells and fNRBCs
have similar densities. To i dentify fNRBCs, we stained the buffy coat with fluo
rescein isothiocyanatelabeled monocl onal antibody to HbF (green) and SYTO red.
Thus, fNRBCs should fluoresce green and red. Doublest ained samples were appli
ed to the device. When the mononuclear layer was tested in the device, WBCs were
retained consistently at the start of the 2.5 m wide segmen t, while fNRBCs and
mature RBCs migrated to the output reservoir. Cells were removed from the output
reservoir, and the DNA was extracted with DNA purification kit and was tested f
o r X and Y chromosomal sequence by PCR. We used cord blood from mothers who de
livered male babies, so the X and Y chromosome could be used to demonstrate that
the isolated cells Use of Microfluidic Technology for Cell Separation 221 came
from the baby and not the mother. Mature RBCs do not have a nucleus, and he nce
do not contaminate the DNA obtained [92]. 5. Conclusion In the last two decades,
we witnessed many advances in microfluidic devices, and many of these devices a
re in advanced development stages or are commercially a vailable. Microfluidic t
echnology offers superior capability to precisely engineer and control the micro
environment to sort cells. Micro and nanofluidic technology will fulfill the s
ensitivity, specificity, and reproducibility requirements to bring cell sorting
into clinical utility. The challenge remains to demonstrate that information acq
uired using microfluidic devices would change the way physicians diagnose, treat
, and/or monitor diseases . Author details Hisham Mohamed Egypt Nanotechnology C
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899. Section 3
Applications in Haematology
Chapter 12
2012 Shrivastav and Singh, licensee InTech. This is an open access chapter distr
ibuted under the terms of the Creative Commons Attribution License (http://crea
tivecommons.org/licenses/by /3.0), which permits unrestricted use, distribution,
and reproduction in any medium, provided the ori ginal work is properly cited.
Tigers Blood: Haematological and Biochemical Studies A.B. Shrivastav and K.P. Si
ngh Additional information is available at the end of the chapter http://dx.doi.
org/10.5772/50360 1. Introduction Tiger (Panthera tigris tigris) population in t
heir historic ranges is critically endangered owing to habitat destructions, rut
hless poaching and retaliatory killing. The tiger population now remains in few
thousands located in about 150 fragments in 13 countri es (Karanth and Gopal, 20
05). However, declination is also associated with health relat ed problems such
as nutritional deficiencies and infectious diseases (Prater, 2005). Therefor e,
health monitoring and scientific health management, disease diagnosis and treatm
ent should be made mandatory for conservation of wildlife as the tiger is a key
stone s pecies and important member of forest ecology (Shrivastav, 2001). Haemat
ological and biochemical studies are important tool for health ev aluation and t
heir interpretations to know the status of physiological functions of variou s o
rgans. The concentration of biochemical constituents in tissues as well as in bo
d y fluid is fixed and during adverse conditions, it may be elevated or decrease
d (Douglas an d Nelson, 1991). However, qualitative and quantitative analysis of
corpuscles and chemica l constituents of plasma or serum are closely linked wit
h functional unit of the cell and their assessments may reflect the physiologica
l disorders (Harvey, 1997). Nevertheless, several factors involved to transmit i
nfectious diseases either me chanically or biologically through contaminated wat
er, food or vectors (Lice, Flea, T icks and Mites) and the pathogens may alter t
he normal physiology (Shah, 1983). Viral, bac

terial and parasitic diseases are very common in tigers which can affect the hae
matological and biochemical normal values (Rao and Acharyjo, 2002). Types of ana
emia and significa nt blood loss may be estimated through complete blood count (
CBC) and physiological funct ion of different organs by biochemical parameters (
Jain, 1986). Qualitative and quantitative redu ction in the blood commonly obser
ved in captive felid particularly in cubs those ma intaining on milk alone. The
values of liver function test, elevated on repeated immobil ization by sedative
Blood Cell An Overview of Studies in Hematology 230 drugs. It has been experienc
ed that the values of serum enzymes incre ased after 72 hrs interval of 2nd immo
bilization by Ketamine and Xylazine mixture (person al communication, Shrivastav
2012). Sign of anemia such as pale mucous me mbranes weakness, fatigue and tach
ycardia may be observed depending on the severity of a nemia. A variety of abnor
malities may be noticed by analysis of blood, bone marrow cytolo gy, serum chemi
stry and urine analysis. Wild felids are commonly injured in territorial fight o
r sometimes ser ious injuries and internal hemorrhages occur during hunting. If
blood loss is above the 50% of tot al volume in short period may be fetal and ti
ger may die due to hypovolumeic shoc k. Information on haematology and blood bio
chemistry is meagre in wild animals. However, several studies on selected haemat
ological parameters of exotic species of captive Feli ds have been reported. Cur
rier and Russell (1982) studied the higher pack cell volume in wild and captive
mountain lions (Felis concolor) and Fowler (1986) has reviewed the hae matologic
al and biochemical profile of Felids including captive tigers whereas Jain (19 8
6) reviewed the information of the genera Panthera, Felis, Uncia and Acinonyx co
ncluded that blood parameters were almost similar to that of domestic cat with e
xception of higher concentration of plasma protein and Pack cell volume (PCV). S
eal et al. (1987) h ave studied the haematological and biochemical profile of ca
ptive Bengal tigers wit h emphasis of anaesthetic effect on blood parameters. Ch
andranaik et.al. (2006) also studied the haematology of physically restrained ti
gers that were kept in squeeze cages without using anaesthetics. However, the ha
ematological and biochemical studies were m ade in twelve apparently healthy tig
ers in free ranges of Central India (Shrivastav et.al. 201 1). Health monitoring
, assessment of health during treatment and disease di agnosis in free

range tigers needs baseline data on haematobiochemical parameters. This baselin


e data is important especially for comparative health assessment of felids durin
g out breaks of diseases between sylvatic and domestic cycle vice versa. It is a
lso required, as the tiger is on top of the sylvatic food chain and to be protec
ted for maintaining balances in ecosystem (Gopal, 1993). 2. Blood collection and
investigation The collection of blood for laboratory investigations is comparat
ively difficult in both free range and captive tigers and only possible when ani
mal is sedated or restrained properly in squeeze cage. Withstanding facts, chemi
cal capture is comparatively safe, if accomplish ed by trained and experienced w
ildlife veterinarians. There are several drugs available for sedati on. Each dru
g works in a different manner and is more suited to some species only. The time
re quired for a drug to have an effect depends upon the factors such as route of
administration, absorption rate, concentration and physiological status of the
animal while it is difficult to generalize the choice of drug and doses (WII, 19
85). It depends upon circumstances like spe cies of the animal, age, sex, weight
, location, temperature regimes in season, time of the day and Tigers Blood: Hae
matological and Biochemical Studies 231 emotional state. Shrivastav et.al.(2011)
have used Xylazine hydrochloride + Ketamine hydrochloride as sedative drugs wit
h the help of Telinject projectile syringe to immobilize the tigers of free ran
ge while Yohimbine hydrochloride was used as reversal drug . Prior to collection
of blood from immobilized animal, it is an essent ial protocol to obtain normal
values only through free flow of the collected blood drawn from the anima l eit
her at rest or under conditions of least excitement to minimize the physiologica
l varia tions in cell count (Jain, 1986). Normally the cephalic saphenous, femor
al and jugular veins a re used for collection of blood from dog, cat and non hum
an primates while in tigers these s ites are not convenient because the blood co
llector remained in front of face of the tiger. T he caudal vein is convenient a
nd safer site for blood collection (Shrivastav et.al.2011). From sedated free ra
nge tigers, 25 ml of blood is drawn by venipuncture of the caudal vein through
18 no gauge disposal syringe in a tube containing Ethylenediam inetetraacetate (
EDTA at 2 mg/ml of blood) as the anticoagulant (Shrivastav et.al. 2011). The bl
ood samples should be processed as soon as possible after collection. If a delay
is anticipa ted, it should be refrigerated at 4 o

C (Jain, 1986).The blood sample should be mixed several times before a portion i
s removed for test procedure (Shrivastav and Sharma, 2000). A utomatic devices p
roviding a continuous rocking or circular motion have been found sati sfactory,
but prolonged mixing should be avoided, particularly on a device with circ ular
motion, to prevent a mechanical trauma to various blood cells, especially erythr
oc yte. In any event, blood smear must be made immediately after blood collectio
n, either di rectly from fresh blood or after anticoagulation. Blood films shoul
d be dried quickly and protecte d from dust and flies till stained (Shrivastav a
nd Sharma, 2005). Blood films can be made on glass slides and on cover slips.The
haematological analysis needs precautionary measu res and blood smear is staine
d with Romanowsky stains and at least 200 white cells should be examined for the
differential leukocytes count. Simultaneously, the blood smears must be screene
d for parasitic blood protozoa, flagellates and rickettsial infections. 3. Haema
tology of Tiger 3.1. Erythrocytes 0.45 m in size; appears The morphology of eryth
rocytes varies with 2 to 7.6, 7.3 circular, discoid, central pallor with slight
anisocytosis whereas the rouleaux f ormation(Plate 2) is common in tigers blood.
Chandranaik, et.al. (2006) also reported the mi ld anisocytosis in physically r
estrained tigers. However, the range and mean (with one standard de viation) of
total erythrocyte count (TEC) was 4.66 to 9.15, 7.9 1.42 million /l. L ikewise ha
emoglobin concentration (Hb) was obtained 9.8 to13.5, 12.8 1.65 mg/dl in male an
d 7.8 to11. 5, 10.8 1.05 mg/dl in female tigers (Shrivastav et.al. 2011). Jain (
1986) defined that the rouleaux formation is associated with erythrocyte s edime
ntation rate (ESR) and useful for evaluation of the disease status. Shrivastav e
t. al. (2011) encountered ESR (14 to 26, 21 4.21 /hour) and PCV (36 to 45, 38 4.
45 %) in free range tigers (Table 1). The consequences of ESR and PCV up and dow
ns mostl y confined to Blood Cell An Overview of Studies in Hematology 232 eryth
rocyte osmotic fragility that increased in case of immunemediated hemolyti c an
emia. Taketa et. al. (1967) have assessed the oxygen affinity of the haemoglobin
is mu ch lower in felines than that of other mammals including humans. 1 2 3 4
5 Haematology Unit Range Mean SE ( ) Red blood corpuscles (TEC) 106/l 4.669.15 7.90
1.42 Total Leukocytes Count (TLC) 103/l 6.211.05 8.50 1.42 Haemoglobin (Hb) g/dl 7
.813.8 12.8 1.65 Haematocrit (PCV) Ratio 3645 38 2.54

Erythrocyte sedimentation rate (ESR) Hours 1426 21 4.21 6 Icterus index (II) u/l
2 5 2 1.51 7 Differential leukocyte count % i Neutrophils 5775 60 5.08 ii Lymphocy
tes 1835 30 4.56 iii Monocytes 2 6 0.5 1.21 iv Eosinophils 26 0.4 1.30 v Basophils
04 0.1 1.21 Blood plasma biochemistry 1 Albumin (ALB) g/dl 2.14.6 3.50 0.99 2 Tota
l protein ( TPROT) g/dl 3.78.7 6.40 1.88 3 Total bilirubin TBIL) mg/dl 0.43.2 1.90
1.21 4 Creatinine (CRE) mg/dl 1.64.6 2.90 1.03 5 Blood urea nitrogen (BUN) mg/dl
6.548.2 27.90 13.77 6 Alanine Aminotransferase (ALT) IU/L 21.2109.0 67.88 27.84 7
Aspertate Aminotransferase (AST) IU/L 14.484.0 57.96 17.27 Table 1. Haematologic
al and Biochemical Values of Bengal tigers (Panthera tigri s tigris) Jain (1986)
reviewed the haematological parameters of big cats including Panther a, Felis,
Uncia and Acinonyx and found that the blood composition were almost similar. Amo
ng all cats few erythrocytes had single refractile structure (Heinz body) when s
tained with new methylene blue stain. The Heinz body appearance in erythrocytes
is the unique f eature of the family Felidae (Plate 1) while they are not visib
le usually in blood films with Romanowsky stain (Jain,1986). The reduction in er
ythrocyte count (TEC) and haemoglobin concentrat ion (Hb) are generally associat
ed with anaemia and classified on the basis of eryth rocyte morphology, Tigers B
lood: Haematological and Biochemical Studies 233 pathogenetic mechanism and bone
marrow erythroid response ( Jain, 1986) .In wild animals the clinical signs and
their magnitude depends on habitat and availabi lity of nutritive materials. Pr
olonged nutritional deficiencies of protein vitamins and mi nerals essential for
erythrocytes production lead to anaemia. The type of anaemia varies wi

th the nutritional deficiency, blood loss and the animal species involved. Despi
te the nu tritional consequences the blood loss may be encountered through traum
atic injuries, complication in bl ood vascular system, thrombocytopenia, and coa
gulation disorders. A normocytic nonchr omatic, non responsive anaemia is common
ly found in association with chronic in fections, chronic infectious inflammator
y conditions and some type of malignancies though microcytichypochromic is the s
ign of iron deficiencies (Jain and Kono 1975). Several blood sucking parasites p
roduce blood loss anaemia in tigers l ike Ancylostomes, Toxoscaris that may caus
e haemolytic anaemia while Trypanosomes, Babesia and Haemobartonella (Mycoplasm
haemofelis) may alter the total blood as well as plas ma volumes with acute bloo
d loss. Chronic blood loss may lead to gastrointestinal lesions, ulcers, heavy p
arasitism like coccidiosis, neoplasm with bleeding into body cavity, de ficiency
of Vitamin K and prothrembin etc.
Plate 1. Tiger Blood smear stained with Modified Wright Stain x1000. Blood Cell
An Overview of Studies in Hematology 234 Plate 2. Tiger Blood smear stained with
Modified Wright Stain x1000. 4. Leukocytes The total leukocytes count (TLC) and
differential leukocytes count are important parameters to judge the body respon
se against diseases. The TLC was 6.2 to 11.05, 8.5 1.42 t housand/l in free range
tigers while differential leukocyte counts (DLC) reflect the information of inf
ectious manifestations. A leukocytosis may be physiologic mediated by endogenous
release of epinephrine or corticosteroids or it may be pathologic resp onse to
a diseases process (reactive leukocytosis) or a result of a neoplastic change in
the haematopoiesis (proliferative leukocytosis) while leucopenia is always path
ologic event. Quantitative and qualitative changes in a particular type of leuko
cyte indirectly reflec t the nature of disease process and the body response to
it. Jain (1986) reported physiologic factors such as fright and emotional di sturb
ances as an immediate effect on TLC and DLC and may confined to interpretation o
f conditions. The normal response to the stress is decrease in lymphocytes and e
osinophi l numbers. In emotional leucocytosis, lymphocyte numbers are increased an
d equal or exc eed Tigers Blood: Haematological and Biochemical Studies 235 neut
rophil numbers while eosinophil commonly not affected. MeyersWallen

et. al. (1984) observed the young cats normally have high lymphocyte counts and
hence a greater tendency to develop lymphocytosis than the adults. This observat
ion may also be attributed in the case of tigers as they belong to the member of
same family with wild habitat as an escape behavior. Increases in neutrophil nu
mbers due to physiologic inf luences are more pronounced in felines than in cani
nes because of the difference in th e intravascular distribution of neutrophils.
Prasse et. al.(1973) have observed 3 times mean mar ginal pool of neutrophils o
f clinically healthy cats than the circulating pool whereas in dog it was about
equal or slightly greater. 4.1. The neutrophils Neutrophils considered as first
line of defense against microbial infec tions and are important participants in
inflammatory reactions. Shrivastav, et.al. (2011) enco untered 57 to 75, 60 5.08
% with multilobed nuclei of 35 lobes while sometimes monolobed nuc lei with
pale to slightly pink granules in the cytoplasm in free range tigers( Plate3). C
handranaik, et.al. (2006) has also reported the segmented or multi lobed nuclei
while Jain ( 1986) studied the sex chromatin in few neutrophils as the drumstick
lobe in the female cats. The changes in blood neutrophil differential count (Ha
den, 1935) is as sociated with many consequences related to infectious diseases.
Several functions have been suggested for the contents of granules, as neutroph
ils are phagocytic cells and regulatin g adhesiveness and aggression hydroxyl ra
dical formation and generation of compliment deriv ed chemotactic factors while
azurophilic granules are involved in modulation of inflam matory process (Gallin
, et. al.1982). Condensation of nuclear chromatin leads to formation of d arker
staining plaques separated by delicate, lightstaining areas with slight brown c
olour cyt oplasm. 4.2. The eosinophils Shrivastav et.al. (2011) observed eosinop
hils contained small, uniformly round bright eosinophilic granules almost occupy
ing the entire and clear cytoplasm (Plate 3). These cells were encountered 2 to
6, 4 1.21 % in free range tigers (Table 1). The nuclei of t he cells were genera
lly less lobulated than those of the neutrophils. The eosinophils are slightly l
arger than neutrophils. Chandranaik, et.al. (2006) also observed the larger eosi
nophil s larger than neutrophils and lobulated nuclei with orange cytoplasm in t
igers. Jain (1986) reported the granules of the eosinophil are rodlike in domes
tic cats and Cheetah (Acinonyx j ubatus) while round granules in the eosinophils
of Lion and Leopard. The eosinophils are commo nly seen in prolonged parasitic
infections or allergic disorders.

4.3. The basophiles The basophile is a numerically insignificant but functionall


y important leukocyte that resemble with mast cells and it believed to share sim
ilar function as it is associated with allergic reaction, inflammatory process a
nd immunocompitancy to the body fluids. Galli et. Blood Cell An Overview of Stud
ies in Hematology 236 al. (1982) reported basophiles of cats have a limited capa
city to pha gocytised. Chadranaik et.al. (2006) have reported smaller basophiles
than eosinophils with pa le lavender pink stained cytoplasmic granules in physi
cally restrained tigers. Jain (1986) observ ed the mature basophiles contains nu
merous small, round, lightly stained (pinkish or orangish) granules in light gra
y cytoplasm in experimental cats. The basophiles were rarely observed up to the
size with 0 to 0.4 0.1 1.21 5 % in free range tigers. 4.4. The lymphocytes The l
ymphocytes are comparatively smaller than eosinophils with round t o oval nucleu
s occupying most space with spherical nucleus (Plate 3). Small and large lymphoc
ytes were also seen in the blood smear. Some lymphocytes contained a few azurop
hilic granules in their cytoplasm.Jain (1986) reported small lymphocytes is comm
on in cat s with patchy nucleus and dense clumps of heterochromatin. In tigers,
Shrivastav et.a l.(2011) have report lymphocytes from 18 to 35, 30 4.56 % (Table
1& Plates 2). Plate 3. Tiger Blood smear stained with Modified Wright Stain x10
00. Tigers Blood: Haematological and Biochemical Studies 237 4.5. The monocytes
The monocytes are usually larger than lymphocytes. Shrivastav et.al. (2 011) enc
ountered 2 to 6, 5 1.21% monocytes in free range tigers with distinguishing feat
ure of the reddish grey nucleus and well defined vacuoles, the nucleus of the mo
nocytes report ed amoeboid and some time noticed horseshoe shaped nucleus while
cytoplasm stained slig htly blue and appeared foamy vacuolated. (Plate 3). Jain
(1986) has also observed s imilar monocytes in experimental domestic cats. The m
onocytes are associated with phagocytosis principally against intra cellular bac
teria, viruses, fungi and protozoa. The cells perform regulation of the immun e
response, phagocytic removal of tissue debris (affected cells, antibody coated c
e lls and other foreign materials) as scavenger ( Jain, 1986). Rao and Acharjyo,
(2002) have emphasized that macrophages, Blymphocytes and bone marrow precurso
r cells are targeted cells for viral replication and co mmonly observed in Felin
e Panleucopenia (FPL), Feline Viral Rhinotracheitis (FVR), Immunode

ficiency Syndrome (FIDS), Canine Distemper (CD) and Inclusion Body Hepatitis (IB
H) etc. T he body immune system is badly affected and gradually reduced. 4.6. Th
e platelets Platelets are abundant in blood smear and usually distributed in sma
ll to large clumps. Shrivastav et.al.(2011) reported that individual platelets a
re pleomorphi c with rounded to elongated shapes with a central cluster of azuro
philic granules (Pl ate 3). Jain (1986) has observed the clumping platelets in c
at blood and emphasized that the platele ts of the cats clump readily during exc
itement of 3 minutes caused a sudden inc rease in platelet counts. A slight decr
ease occurred in sympathectomized cats and a some what greater decrease reported
in splenectomized cats. 4.7. Blood biochemistry The concentration of biochemica
l compounds in tissues and body fluid c an be measured in a colorimetery, as it
is capable of absorbing light of a particul ar wave length (Singh, 2004). Thus t
he health status of animal can be assessed by evaluation of Blood g ases, acid b
ase balances, electrolytes, metabolic intermediates, inorganic ions, enz ymes an
d hormones. Shrivastav, et.al. (2011) have conducted blood biochemical analysis
of free range tigers for Albumin, Total protein, Total bilirubin, glucose, creat
inine, Blood urea nitrogen (BUN), Glutamic oxalotransaminase (GOT/AST), Glutami
c pyruvic transaminase (GPT/ ALT) by using an ERBA Chem5 plus autoanalyzer (Tr
ansasia Bomedicals Ltd.) wi th standard ERBA reagent kits for respective plasma
constituents. The statistical a nalysis of obtained data is expressed in range,
mean and standard deviation. Blood Cell An Overview of Studies in Hematology 23
8 4.8. Icterus index Jain (1986) reported an increase in the values of Icterus i
ndex in plasma is an indicative of an absolute increase in bilirubin concentrati
on due to removal of aged er ythrocytes from the circulation by the reticuloendo
thelial and liver. Shrivastav, et.al. (20 11) reported 2 to 5, 2.1.5 units. in a
pparently healthy tigers of free range. 4.9. Total plasma protein Protein in pla
sma can provide information reflecting functional status of variou s organ and s
ystems as blood is composed of approx 20 % of protein excluding haemoglobin. Ho
wever, the total protein values gives the information on nutritional consequen c
es or severe organ diseases as they transported the carrier of most of the const
ituents of the plas ma, maintains the colloid osmotic pressure, act as catalysts
in biochemical reaction and play important role

in formation of fibrin polymers during clot formation (Richard, 1991). The total
plasma protein in tigers was estimated 3.78.7 to 6.4, 1.88g /dl. The values ar
e common ly increases in haemoconcentration and reduced in malnutrition, hepatop
athy, less intake of p rotein and in neoplastic condition etc. 4.10. Plasma albu
min The liver produces all the albumin and globulins while a small amount of glo
bulins is produced by reticuloendothelial tissue (Benjamin, 1979).Liver syntheti
c capacity or proteinlosing nephropathy can be measured by albumin estimation in
the blood plasma or serum. It also can interpret high or low calcium and magnes
ium level since albumin binds about one half of each of the ions (Richard, 1991)
. However, it appears to be a direct correlation between albumin turnover and bo
dy size because it is clinically signif icant. It is usually constituted with tw
o third of total plasma protein and also serve as mobile amin o acids for the li
ver (Mc Pherson, 1991). Generally hypoalbuminism is observed in malnutrition, in
creased protein catabolism, nephropathy and chronic enterophathy. Shriv astav et
. al. 3.5 g /dl, in free range tigers (2011) reported plasma albumin level 2.1 t
o 4.6, . Reduction in total albumin values is observed in malnutrition , liver d
iseases, stre ss, kidney dysfunction etc. 4.11. Total bilirubin Bilirubin is a b
reakdown product of heme about 70 percent of which i s derived from senescent re
d cells (Crawford et. al., 1988) however, 15 percent comes from hepatic cytoplas
m and mitochondrial cytochromes and some from renal and other cytochrome s, and
some from defective red blood cell broken down in the bone marrow be fore releas
e. Shrivastav et. al. (2011) reported 0.4 to 3.2, 1.90, 1.21mg /dl, tot al bilir
ubin in free range tigers. The yellow color of serum or plasma is due chiefly to
the p ressure of bilirubin. Increased concentration of bilirubin is commonly se
en in haemolysis hepatocellul ar damage, biliary obstruction prolonged fasting r
educed intake fluids etc. Tigers Blood: Haematological and Biochemical Studies 2
39 4.12. Creatinine Creatinine is important in muscles metabolism in that it pro
vides stor age of high energy phosphates through synthesis of phosphocreatine (B
enjamin,1979).It was estimated in tigers as 1.6 to 4.6, 2.9, 1.03 mg /dl. Serum
or plasma creatinine concentration and uri nary creatine secretion are increased
significantly by skeletal muscles necrosis or a trophy and defect in renal func
tions (Pennington, 1971) 4.13. Blood urea nitrogen

Urea is the end product of protein and amino acids and is generated in the liver
through urea cycle (Woo and Cannon, 1991).Blood Urea Nitrogen is one of the imp
ortant tools to know the renal function status. The values of BUN (6.5 to 48.2,
27.9 , 13.7 mg /dl) was observed in free range tigers is commonly seen in malnut
rition and he patic insufficiencies, however, increased BUN is generally associa
ted with renal disease congestive hea rt failure, shock, hypertension etc. Shriv
astav et. al. (2011) observed the high rise might be also due to adlib intake of
meat as the Royal Bengal Tiger can consume 3540 kg meat of pray animal at a ti
me (Prater, 2005). 4.14. Hepatic enzymes The serum enzymes used routinely in cli
nical diagnosis are synthesized in liver (Schaffner, and Schaffner, 1991). In he
patocellular or in cholestatic forms of liv er injury these hepatic enzymes are
released in to the serum. The serum enzyme activities tha t are elevated in hepa
to cellulardamage are Alanine Aminotransferase (ALT) Aspertate Aminot ransferase
(AST) Ornithine Carbamoyltransferase (OCT), Glutamic Dehydrogenase (GD) S orbit
ol Dehydrogenase (SDH) and arginase. The elevated serum activities that su ggest
cholestasis (intra hepatic or extrahepatic) are Alkaline phosphotase (AP), Gamm
a gl utamyl transpeptidase (GGT) and 5 nucleotidase (5ND). The pathogenesis of the
hepatic dis ease in carnivores especially in Felids are associated with viral h
epatitis, pa rasitic infections or mechanical injuries (Rao and Acharjyo, 2002).
The liver has great func tional reserves and signs of hepatic failure often do
not develop until 70% or more of the functiona l capacity of the liver is lost (
Tennant, 1997). 4.15. Alanine aminotransferase (ALT) Alanine Aminotransferase (A
LT) was also termed as SGPT and used by ma ny estimations and large number are f
ound in Hepatocytes in cats, dogs and promates (Benjamin, 1979).The ALT was esti
mated 21.2 to 109.0, 67.9, 27.84 IU /L in free range healthy tigers (Shrivastav
et. al, 2011). 4.16. Aspertate aminotransferase (AST) Apart from liver, AST (Asp
ertate Aminotransferase) is also present in muscles and cardiac muscles. The hig
her value of AST though is not an organ specific but used as an indicator of

Blood Cell An Overview of Studies in Hematology 240 liver dysfunctions. Shrivast


av, et. al. (2011) reported 14.4 to 84.0, 57.9 17.27 IU /L in the free range tig
ers. The haematobiochemical profile of the Bengal tigers reported by Shriva sta
v et. al. (2011) was compared with the values of captive Bengal tigers (Seal et
al. 1

987), and no major differences were noticed except in ALT, AST and BUN. The mean
values (BUN (27.90 13.77 mg/dl), ALT (67.80 27.84 IU/L) and AST (57.9. 17.27 IU
/L) in free range tigers (Table1)) are comparatively higher with the values of B
UN (23.4 0.70 mg/dl), and AST (26.5 4.7 IU/L) as recorded by Seal et al. (1987).
The higher values in free rang e tigers might be associated with beasts of prey,
its variety and intake of flesh in natural ha bits and habitat while zoo tigers
are locally dependent on monitored diet in captivity. Comprehensive information
on haematobiochemical parameters of free range tigers would be helpful for hea
lth monitoring and assessment of health status and prognosis of Bengal Tigers (P
anthera tigris tigris) during treatment. Author details A.B. Shrivastav and K.P.
Singh Centre for Wildlife Forensic and Health, M.P. Pashu Chikitsa Vigyan Vishw
avidyalaya, Jabalpur, India Acknowledgement The Authors are highly thankful to D
r. H. S. Pabla, PCCF and Dr. Su has Kumar APCCF (Wildlife) Govt. of M.P. for the
ir interest and constant inspiration t o support wildlife activities organized b
y the Centre for Wildlife Forensic and Health, M PPCVV, Jabalpur482001, India. 5
. References [1] Benjamin, M.M. (1979) Outline of Veterinary Clinical Pathology,
3 rd Edn the state University Press Ames, Iowa, USA., 108109 pp. [2] Chandran
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[23] Richard A.M. (1991) Specific Proteins: In Clinical Diagnosis and M anagemen
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BJ International Edition W. B. Saunders pp141. Chapter 13

2012 Druyan, licensee InTech. This is an open access chapter distributed under t
he terms of the Creative Commons Attribution License (http://creativecommons.or
g/licenses/by/3.0), which permits unrestricted use, distribution, and reproducti
on in any medium, provided the original work is prop erly cited. Ascites Syndrom
e in Broiler Chickens A Physiological Syndrome Affected by Red Blood Cells S. Dr
uyan Additional information is available at the end of the chapter http://dx.doi
.org/10.5772/48307 1. Introduction Reduced oxygen availability to the tissues (h
ypoxia) poses numerous cha llenges to animal life. Hypoxia occurs as a result of
diminished partial pressure of oxygen, such as occurs with increasing altitude,
or reduced oxygen percentage in the air capillarie s of the lung. The oxygen pa
rtial pressure drops by approximately 7 mm Hg, i.e, approxima tely 2.5% in the c
ase of atmospheric oxygen, for each 1,000 m increase in altitude, an d thereby r
educes the amount of oxygen available to the hemoglobin in red blood cells as b
lood passes through the lung. The hypoxia tolerance of birds has been suggested
to be greater than that of mam mals. Early studies found that lowland house spar
rows (Passer domesticus) in a win d tunnel at a simulated altitude of 6100 m beh
aved normally and flew for short periods [1]. Su ch findings support the anatomi
cal and physiological evidence that the O2 transport pathway of birds has severa
l unique characteristics that help support energetic activity and aerobic metabo
lism during hypoxia. The O2 cascade from inspired air to the tissue mitochondria
includes several con vective and diffusive steps at which physiological adjustm
ents can preserve the rate of O2 f lux in spite of hypoxia, thereby ensuring an
uninterrupted supply of O2 to the energyproducing machinery of the cells [2]. Th
ese steps include ventilatory convection, diffusion across the bloodgas interface
, circulatory convection, diffusion across the bloodtissu e interface (including
myoglobinfacilitated diffusion), and O2 utilization by the tissue mi tochondria
. Breathing (ventilation) is stimulated when a decline in arterial PO2 i s sense
d by chemoreceptors in the carotid bodies. However, this hypoxic ventilatory res
ponse increases respiratory CO2 loss, causing a secondary hypocapnia (low partia
l press ure of CO2 in the Blood Cell An Overview of Studies in Hematology 244 bl
ood) and alkalosis (high pH) in the blood [3]. Hypocapnia reflexiv

ely inhibits breathing and causes an acidbase disturbance. It has been suggested
that birds h ave a higher tolerance of hypocapnia than mammals [4], possibly bec
ause of an ability to rapi dly restore blood pH in the face of CO2 challenges [5
]. The significance of this tolerance i s that it would enable birds to ventilat
e more deeply before depletion of CO2 in the blood impairs normal function, and
thereby to enhance O2 transport to the gasexchange surf ace. It seems that ever
y step in the O2 transport pathway can be influential, and that the relative ben
efit of each step changes with the level of O2 availability. The acclimatization
response to hypoxia generally involves increases in hematocrit (Hct) and in hem
oglobin (Hb) concentration, but this adaptive erythropoietic response is complic
ated [69]. It is reasonable to expect that an increased Hct c ould confer a phy
siological advantage under hypoxia, by enhancing O2carrying capacity, but exper
imental results do not support this [10,11]. A moderately increase d Hct enhance
s arterial O2 content and therefore increases aerobic capacity [1214], but the
hi ghest attainable Hct is not necessarily associated with the highest possible
aerobic power output [15,16]. This is because the associated increase in blood v
iscosity increases the pe ripheral vascular resistance, and this might compromis
e cardiac output (Q), thereby reduc ing the O2 consumption rate (VO2) [17,18]. A
nother mechanism that can sustain/enhance O2 transport under hypoxia is alterat
ion in the O2binding properties of Hb in the blood. These alterations could be
mediated by changes in the intrinsic HbO2 affinity, changes in the sensitivity of
Hb to allos teric cofactors that modulate HbO2 affinity, and/or changes in the c
oncentration of allosteri c cofactors within the erythrocytes [1922]. Numerous
highaltitude birds, such as the barheaded goose, the Andean goose [23], and th
e Tibetan chicken (Gallus gallus) [24], possess Hb with an increased O2 affinity
. This can dramatically increase O2 delivery and pulmonary O2 loading in hypoxia
by increasing the saturation of Hb and, consequently, the O2 content of the blo
od at a given O2 partial pressure. Thus it can greatly improve the O2 transport
pathway [25]. Contrary to the hematological changes that are typically associate
d with the acc limatization response to hypoxia, genetically based changes in Hb
structure that in crease intrinsic O2 affinity or that suppress sensitivity to
allosteric cofactors are more important to hypoxia tolerance in naturally higha
ltitude birds [21,22,26], because in lowlan d birds an increased HbO2 affinity ma
y hinder O2 unloading in the tissue capillaries.

Although these distinctive characteristics of birds should enhance hypox ia tole


rance by improving the overall capacity for O2 transport, being avian is not i n
itself sufficient for coping with hypoxia. Domesticated meattype chickens (bro
ilers) exhibit high O2 requirements because of their very fast growth and, conse
quently, they may have a reduced blood O2 level, i.e., hypoxemia [2731] resulti
ng from vigorous digesti on and metabolism which have high O2 requirements. When
O2 demand increases, heart rate and cardia c output increase, thereby increasin
g the flow of blood through the lung and the pressure required to force blood th
rough the arterioles and capillaries of the lung. The i ncreased flow rate and A
scites Syndrome in Broiler Chickens A Physiological Syndrome Affected by Red Bl
ood Cells 245 increased transit time may not allow the red blood cells to pick u
p a full load of O2, so that hemoglobin O2 saturation is not complete, which cau
ses hypoxemia [32]. Hypoxia/hypoxemia directly stimulates the endothelial and sm
ooth muscle cells in pulmonary blood vessels, causing vasoconstriction throughou
t the lungs and an in crease in pulmonary blood pressure that can persist for a
long time at high al titude [33,34]. This global vasoconstriction impairs O2 dif
fusion because it can divert blood flow aw ay from the gasexchange surface to p
ulmonary shunt vessels [35], and the resultant pulmonary hypertension can cause
fluid leakage into the air spaces, which, in turn, causes a thickening of the O2
diffusion barrier [36,37]. Hypoxic pulmonary hypertension can also overburden t
he right ventricle of the heart and can contribute to pathophysiological condit
ions, such as chronic mountain sickness or ascites in broilers [9,38]. Ascites i
n fastgrowing broilers: The commercial broiler of today represents the culminat
ion of dramatic changes over the past 60 years. These changes were caused by gen
etic selection processes that foc used mainly on production traits [39,40]; it h
as been reported that 8590% of the changes in commercial broilers were directly
related to genetic aspects [3942]. Commercial b roilers of 1991 were compared
with the AthensCanadian Random Bred Control Population, which represents the co
mmercial broilers of 1957 [39,40]. Average daily weight gain of the 1957 and 199
1 broilers were 10 and 31 g/d, respectively, from hatch to 3 weeks of age, and 1
9 and 68 g/d, respectively, from 3 to 6 weeks. The higher growth rate (GR) is dr
iv en by a higher feed intake per unit time and higher metabolic rate and, conse
quently, a h igher demand for O2, from the embryonic stage onward [4345]. Howev
er, it appears that the increase in growth

rate occurred without concomitant development in the efficiency of the cardiovas


cular and the respiratory systems [41,46]. Thus, the increase in metabolic rate
, coupled with exposure to environ mental conditions such as temperature, lighti
ng and ventilation, and nutritional factors such as feed form or content, all se
em to promote the development of ascites [47]. The pri mary cause of the ascites
syndrome, however, is believed to be hypoxia/hypoxemia [48,49], when the bird s
demand for O2 exceeds its cardiopulmonary capacity and causes pulmonary hyperte
nsion [50], which results in development of the ascites syndrome (AS) [5153]. T
he etiology of the syndrome was well documented previously [52,54,55], and is ch
aracterized phenotypically by increased pulmonary hypertension, rightve ntricle
hypertrophy, fluid accumulation in the pericardium and abdominal cavity, increa
sed hematocrit that results from increased red blood cell production (eryth ropo
iesis), and a decline in arterial blood O2 saturation [41,52,56,57]. An internat
ional survey in commercial broiler flocks showed that AS af fected 4.7% of broil
ers worldwide [58]. Likewise, it was found that over 25% of over all broiler los
s in the United Kingdom was a result of AS [59]. It is, therefore, apparent t ha
t this syndrome is a serious economic concern in the broiler industry. As the sy
ndrome appe ars mainly at ages greater than 4 weeks, even 1% of mortality from A
S causes significant economic losses, Blood Cell An Overview of Studies in Hemat
ology 246 because it occurs toward the end of the growing period [58] and, the r
efore, affects heavy birds which have absorbed a considerable investment of labo
r and feed [60,61]. Two management approaches have been applied in order to mini
mize the actual AS morta lity in commercial flocks: (1) increasing the broiler h
ouse temperature by mean s of heating and insulation, which are costly; and (2)
reducing the actual growth rate and, therefore, the metabolic rate and demand fo
r oxygen, by providing fewer hours of light so as to reduce the quantity of feed
consumed, and using lowenergy mash feeds to reduce intake of dietary energy [4
7,62]. Thus, while the genetic potential for rapid growth of commercial broilers
has been continuously improved by breeding companies [41], its full express ion
is not allowed at the farm level, specifically to avoid morbidity and mortality
of A Ssusceptible birds. Consequently production costs are increased because o
f the longer perio d of rearing to marketing body weight. There are two alternat
ive hypotheses regarding the association between GR of

contemporary broilers and their susceptibility or resistance to AS. Man y studie


s showed that AS does not develop in slowgrowing chickens, eggtype Leghorns [s
ee, e.g., 63,64], or slowgrowing broilers [see, e.g., 65,66]. It has been sugge
sted that high GR is the direct cause of AS, because of the consequent high dema
nd for oxygen by tissues a nd organs of these birds. According to this hypothesi
s, alleles or genotypes that increase GR of broilers also increase their tendenc
y to develop AS. Such a situation should be man ifested in a symmetrical genetic
correlation between GR and AS: genetic differences in GR whether between lines
or families, or between individuals within lines should be associated with corre
sponding differences in %AS. Symmetrically, individuals that develop AS, or fami
lies with higher %AS, should have a genetic potential for a higher GR tha n thei
r counterparts that remain healthy under the same rearing conditions. The second
hypothesis asserts that broilers do not have to be the fastest growin g birds i
n a flock in order to develop AS, but simply need to have their weightg ain rat
e exceed the growth rate of their pulmonary vascular capacity [6771]. According
to this hypo thesis, there should be highGR broilers that do not develop AS de
spite their high O2 demand, because they are genetically resistant. Similarly, t
here should be broilers wit h genetically low GR that, nevertheless, are suscept
ible to AS, although they require specia l environmental conditions to express t
his susceptibility. The hypotheses regarding an inherent association between AS
and the genetic pote ntial for high GR were tested by examining contemporary com
mercial broilers in 2002 and 20 06, and an experimental lowGR slowgrowing line
[71]. All the lines were test ed under the same experimental protocol, that all
owed measurement of GR under standard br ooding conditions (SBCs) up to d 19, an
d then efficiently distinguished between ASsusc eptible and ASresistant indivi
duals, the latter being those that remained healthy under the same highchallenge
, ascitesinducing conditions (AICs) conditions based on exposu re to low ambien
t temperatures while receiving different forms of diet [72]. Asci tes syndrome i
ncidence was 31 and 47% in the 2002 and 2006 birds respectively, and 32% in the
1986 slowgrowing line (Table 1). Most broilers that remained healthy under the h
ighchallenge AICs exhibited the same early GR and BW as those that later develo
ped AS. These resul ts, and the Ascites Syndrome in Broiler Chickens A Physiolog
ical Syndrome Affected by Red Bl ood Cells 247 relatively high incidence of AS i
n the slowgrowing line, indicated that there i

s very little, if any, direct genetic association between AS and genetic differe
nces in potential GR, which suggests that ASresistant broilers can be selected
for higher GR and remain healthy, even under AICs Age (d) 2002 experiment 2006 e
xperiment 1986 broiler line 2002 broiler line 1986 broiler line 2002 broiler lin
e Cumulative Mortality n 1 (N = 91) % n 1 (N = 42) % n 1 (N = 78) % n 1 (N = 97)
% 28 0 0.0 1 2.4 0 0 a 2 2.1 a 35 5 5.5 2 4.8 3 3.8 b 10 10.3 a 42 10 11.0 b 9
21.4 a 12 15.4 b 26 26.8 a 54 2 22 24.2   15 19.2  Morbidity 3 42 or 54 7
7.6 4 9.5 11 14.1 20 20.6 Total AS incidence 29 31.8 13 31.0 26 33.3 46 47.4 a,
b Mortality or morbidity percentages per line within rows (ages), within experi
m ental year, without common superscript differ significantly ( 2 test, P < 0.05
) 1 n = number of birds with AS; N = total number of birds in the line.

2 The birds from the 1986 broiler line were kept under AIC through 54 d of age.
3 Birds that survived to the end of trial (Day 54 for the 1986 broiler line; Day
42 for the 2002 and 2006 broiler lines) but were diagnosed with AS. Table 1. Cu
mulative mortality and morbidity due to the ascites syndrome (AS) at various age
s in broiler lines of the years 1986, 2002 and 2006, all reared together under h
ighc hallenge ascitesinducing conditions (AICs) from Day 19 to end of trial (A
ccording to [71]). These results, supported by several previous studies [68,707
8], suggest that there is no "true" genetic correlation between the potential GR
of broilers and th eir propensity to develop AS. It seems that AS is not caused
by the increased O2 requirement of a fast growth rate, but by an impairment of
the O2 supply needed to sustain the fast growth ra te. Thus, a better solution w
ould be to select against AS susceptibility, because if all broilers were resist
ant to AS, managementinduced reduction of growth rate would no longer be needed
. Breeding against AS susceptibility should aim at identifying and elimina ting
all the ASsusceptible individuals in the selected population and selecting for
high GR among the ASresistant ones. The questions raised by the last hypothesis
concern what might cause broilers to be susceptible to ascites, and whether it
is related to physiological dis orders of the cardiovascular system. This chapte
r will introduce readers to the physiological Ascites Syndrome and th e complexi
ty of the problems that highly productive broiler chickens face in coping wi th
highoxygendemand conditions such as cold stress and high altitude. It will foc
us on: a. the ascites syndrome its causes and etiology in broiler chickens; b. c
ardiovascular functioning and responsiveness in ascitic broilers; and c. genetic
and physiological aspects of coping with the sy ndrome. Blood Cell An Overview
of Studies in Hematology 248 2. The Ascites syndrome: Its causes and etiology in
broiler chickens Ascites physiology and etiology: The AS involves accumulation
of fluids in the abdominal cavity [79], which prompted the common name of water b
elly to describe the syndrome; it occurs when br oilers fail to supply sufficient
oxygen to support their metabolic demands [80]. In the late 19 70s AS was obser
ved only at high altitudes [81], but since then it has been fou nd also at low a
ltitudes [82], mainly in broilers reared at low ambient temperatures and/or fed
pelleted feed with high energy content. The general pathogenesis of AS has been
well documented [52,54,83,84].

Rapid growth requires a high resting metabolic rate, which requires adequate O2
sup ply and utilization. The broiler chicken probably has more genetic potential
for growth tha n it has potential to provide O2 to sustain that growth, and in
some broilers the demand for O2 might exceed the cardiopulmonary capacity to sup
ply sufficient O2, ultimately leading to an O2 deficit [85]. The heart responds
by increasing its output of (deoxygenated) blood to the lungs for oxygenation. T
his increased blood flow causes an increase in the blood pressure required to pu
sh the blood through the capillaries in the lung which, in turn, c auses pulmona
ry hypertension. This increase in work load results in an enhanced pressu re loa
d on the right ventricular muscle wall, to which the muscle cells respond by add
ing parallel sarcomeres, causing thickening (hypertrophy) of the right ventricul
ar wall. The mus cular right ventricular wall increases the pressure in the pulm
onary arteries, arte rioles and capillaries of the lung. This process continues,
causing additional hypertrophy. Me anwhile, the right atrioventricular valve t
hickens and starts to leak, partly because the thicker valve is now less effecti
ve and partly because of the increasing back pressure from the pulmo nary arteri
es and right ventricular chamber [86]. The leaking valve aggravates the e xcess
pressure problem by admitting excess volume, the right ventricle dilates, and t
he wallmuscle cells lengthen by producing longitudinally arranged sarcomeres. T
he increased blood volume raises the pressure overload until valve de ficiency o
ccurs, causing a drop in cardiac output and pulmonary hypertension, but marke d
pressure increases in the right atrium, sinus venosus, vena cava and portal ve i
n. This increased pressure in the sinusoids of the liver causes leakage of plasm
a from the liver i nto the hepatoperitoneal spaces, i.e., ascites. The leaking v
alve and increased venou s pressure result in hypoxemia and tissue hypoxia, and
the kidney responds by producing erythropoieti n in an attempt to increase the b
lood s O2 carrying capacity by intensively pr oducing more red blood cells. Dome
stication had introduced several other insufficiencies into the card iovascular
system; among them is a thicker respiratory membrane than that in oth er birds,
i.e., broilers have a thicker respiratory membrane than Leghorntype laying fowl
. This leads to: a. lower efficiency of O2 transfer through the respiratory memb
ran e; and b. lower hemoglobin oxygenation capability [62]. Research focusing on
hemoglobin O2 satur ationin meattype chickens indicated that fastgrowing broi
lers have lower satur

ation than slowAscites Syndrome in Broiler Chickens A Physiological Syndrome Aff


ected by Red Bl ood Cells 249 growing broilers [30,87]. These results suggested
that some meattype c hickens were not fully oxygenating their hemoglobin, even
at low altitude. This might have been t he result of increased blood flow rate t
hrough the lung capillary bed, which would reduce the time available for hemoglo
bin to be oxygenated in the lung interface [32,88 ], or to presence of immature
red blood cells in the system [89]. In order to overcome th is situation an incr
ease in erythropoiesis takes place. However, such an increase, if not coupled to
plasma volume expansion would increase blood viscosity, followed by inc reased
bloodflow resistance [90]. The back pressure in the veins causes venous congesti
on, d ilation and prominent vessels [50]. The lack of O2 in the heart muscle res
ults in hypoxic da mage and, finally, rightventricular hypertrophy. As cardiac
output is reduced and tissue hypoxia becomes worse, the left ventricle loses mus
cle mass, the wall thins ( because of hypoxia and disuse atrophy), the valves th
icken and the chamber enlarges. Hear t muscle damage is caused by the excess wor
kload and by the tissue hypoxia associated with circulatory failure, not by the
tissue hypoxia that increases cardiac output and triggers pulmonary hypertension
. Environmental causes of ascites syndrome: Altitude: The partial pressure of ox
ygen becomes lower with increasing altitude. The ability of chickens to oxygenat
e their hemoglobin fully as the erythrocytes pa ss through the lung depends on t
he transit time in the lung, hemoglobin O2 affinity, the thickness of the air he
moglobin barrier and, especially, the partial pressure of O2 in the air [62]. Th
e effects of high altitude or hypoxia on ascites and heart disorders in broilers
were reporte d as early as the 1950s and 1960s [9197]. Those reports indicated
that birds raised at high a ltitudes died because of right ventricular hypertro
phy, congested and edematous lungs, and accumulation of fluid in the abdominal c
avity. Significant microscopic damage to the heart, lungs and kidneys was also f
ound in birds reared at high altitude [9 5,97], as well as in 1weekold broilers
raised at high altitude [98] and in birds exposed to simulated high altitude [9
9101]. Because AS was first noticed in birds raised at high altitude, the use o
f natura l or simulated highaltitude conditions was one of the first experiment
al protocols to be used [see, e.g., 47,97]. The hypobaric chamber has been shown
to be an effective too

l for simulating high altitude and consistently inducing AS [102106]; it simula


tes high alti tude conditions by generating a partial vacuum, thereby reducing t
he partial pressure of O2. Anthony and Balog [106], by simulating an altitude of
2,900 m above sea level, successfully induced 66% AS in a commercial sire line.
In six lines of commercial broilers that were rear ed in the same hypobaric cha
mber, 47% of the birds developed AS [107]. When birds are exposed to low atmosph
eric O2 levels pulmonary blood vessels cons trict and pulmonary vascular resista
nce increases [108]. This immediate increase i n pulmonary arterial pressure can
, over time, cause right ventricular hypertrophy and eventu ally result in the a
scites syndrome [81,89,109111]. Additionally, hypoxemia leads to a n increase i
n hematocrit, which, in turn, increases blood viscosity and results in i ncrease
d resistance to blood flow through the pulmonary blood vessels [90,112116]. Blo
od Cell An Overview of Studies in Hematology 250 Low temperature: Temperature is
the moststudied environmental cause o f ascites [see, e.g., 117125]. In endot
hermic animals (mammals and birds) body tempera ture (Tb) is the most physiologi
cally protected parameter of the body; therefore, the th ermoregulatory system i
n these animals operates at a very high gain, in order to hold Tb within a relat
ively narrow range, despite moderate to extreme changes in environmental conditi
ons [1 26]. The ability to maintain a stable Tb springs from the mechanisms that
cont rol heat production and heat loss; mechanisms that changed in the course o
f evolution, to enable end othermia to replace ectothermia [127,128]. Birds most
ly respond to acute or chronic cold exposure by increasing their metabolic rate
and oxygen requirement [129,130]. It wa s reported that a drop in environmental
temperature from 20 to 2 C almost doubled the oxygen require ment of White Legho
rn hens [131], and in another study there was a 32.7% increase in oxygen require
ment in response to low temperatures [132]. Low temperatures were found to incre
ase ascites by increasing both met abolic O2 requirements and pulmonary hyperten
sion [122,133]. This increase in pulm onary arterial pressure was attributed to
a coldinduced increase in cardiac output, rather than to hypoxemic pulmonary va
soconstriction [134]. As a result, low ambient te mperature has been widely used
to induce AS in broilers [60,66,73,115,122,134140]. Various pr otocols were de
veloped, ranging from exposure to constant low temperatures [60,73,122 ,135,136,
140], through gradual stepping down of ambient temperature [66,122,137,139], t o
episodic

protocols under which the birds were exposed to natural fluctuations o f winter
temperatures [115,138]. The efficacy of a coldexposure protocol depen ds upon i
ts timing, duration and magnitude, as well as husbandry and the birds genetic t
endency to develop AS. The effect of the timing of a coldstress application on
ascites deve lopment in broilers indicates that exposure to low temperatures dur
ing brooding has a long lasting effect on ascites susceptibility [62,120,125,13
7,141,142]. The consensus appears to be that cold stress during the first two we
eks of life affects the birds metabolic rate for several weeks, and increases th
eir susceptibility to ascites [62,120,125,137,141,142]. A novel AIC protocol for
AS [72] involved rearing the tested birds in individual cages from 19 d of age,
so that they could not escape the challenge of the environmental conditions, wh
ich comprised fanin duced air movement at about 2 m/s and moderately low ambien
t temperatures (18 t o 20C). The effects of the environmental conditions were aug
mented by early use of highenergy pelleted feed to enhance rapid growth and by
lighting for 23 h/d. Under this com bination of conditions, %AS among the broile
rs was 44% much higher than those re ported for coldstressed broilers on litter,
and similar to or slightly lower than th at among broilers challenged by hypoba
ric chamber. The birds that developed ascites as a result of exposure to low tem
p eratures exhibited the same pathological symptoms as those that developed it u
nder low O2 pa rtial pressure symptoms including increased hematocrit, hemoglobi
n, heart weight, and r ightventricle:totalventricle ratios [7072,122,124,1431
47]. Ascites Syndrome in Broiler Chickens A Physiological Syndrome Affected by R
ed Bl ood Cells 251 3. Cardiovascular functioning and responsiveness in ascitic
broilers Blood O2 transport, erythropoiesis and ascites The blood system provide
s the main systemic response to environmental changes and metabolic demands, eit
her through the cardiovascular system or through alteration in O2carrying capaci
ty. Reduced O2 availability in the blood (hypoxemia), reduces the O2 parti al pr
essure (PO2) of the arterial blood (PaO2). In such a situation the blood system
must maintain an adequate delivery of O2 to the peripheral tissues, while mainta
ining an adequat e PO2 at the vascular supply source,, in order to permit O2 dif
fusion to the tissue mitochondria. Oxygen delivery can be enhanced by increasing
the total cardiac output (Q) and by increasing the blood O2 capacitance coeffic
ient ( O2). The latter parameter is de fined as the

ratio (CaO2 CvO2)/(PaO2 PvO2), where CaO2 CvO2 is the arterialvenous difference i
n O2 concentration and PaO2 PvO2 is the arterialvenous difference in PO2. With r
eard to maintainin an adequate PO2 at the vascular supply source, the lo wer c
ritical PO2 can e expressed as PvO2 = PaO2 [ O2 (Q/VO2)] 1, in which VO2 is the
rate o f O2 consumption y the tissues and the product O2 (Q/VO2) is the specifi
c lood O2 conductance [148,149]. Because PaO2 is determined y ventilation and
O2 equilir ation at the loodas interface, this equation shows that an increas
e in specific l ood-O2 conductance minimizes the decline in PvO2 under hypoxia,
therey maintainin an ad equate pressure head for O2 diffusion to the tissue m
itochondria [2]. Under severe hypoxia, an increased lood-O2 affinity will tend
to maxi mize O2. The resultant increase in the specific lood O2 conductance hel
ps meet cha llenes of oth delivery and supply: it minimizes the expected PO2 d
ecrement in the tissue capil laries while preservin a constant CaO2 CvO2 differ
ence. Likewise, an increased hem oloin concentration increases CaO2, therey i
ncreasin lood O2 conductance if PaO2, Q and VO2 all remain constant. With exce
ssive polycythemia, however, potential adv antaes of an increased H concentrat
ion for O2-carryin capacity miht e more than offset y a correspondin reduct
ion in Q. Several sinificant alterations to the lood system in AS roilers wer
e well documented: increased red lood cell numers, throuh increased erythrop
oietin production [9 6,100,150153]; elevation of hematocrit values and lood vis
cosity [54,72,154], a nd central venous lood conestion [50,155]. These findin
s raised the question of the association etween the plasma and the fluid that a
ccumulated in the adominal cavity, and whether the i ncrease in hematocrit resu
lted from a decline in plasma volume caused y plasma leakae out of the lood v
essels, or from increased erythropoiesis that occurred as a compensatory reactio
n to the lack of oxyen in the tissue. In ascitic roilers the composition of th
e adominal cavity fluid was fairly similar to that of the plasma, with reard t
o osmol ality, and total protein and alumin concentrations, which suests a de
ficiency in the selective permea ility of the lood vessels [89]. These findin
s resemle those in cirrhotic human p atients with ascites Blood Cell An Overvie
w of Studies in Hematoloy 252 [156-158]. The escape of plasma fluid out of the
lood vessels was proaly due to increased pulmonary hypertension and central v
enous conestion symptoms found oth in huma ns [158] and in roilers [56]. As i
n the case of human ascitic patients [159], AS 

roilers exhiited conservation of plasma volume similar to that of the healthy o


nes. However, the PCV in the AS roilers increased sinificantly, y up to 80%,
as a result of a sinificant increase in the numer of erythrocytes, which also
contriuted to a sinificant elevati on in lood volume. Thus, enhanced erythrop
oiesis, and not plasma volume reduction, was found to e involved in the hemodyn
amics of the ascitic roilers [89]. This findin could also account for the loo
d conestion and the increased lood viscosity [90] that contriute to the enhan
ced cardiac workload [103,134], lood pressure [103], and lood-flow resista nce
[111] in AS chickens. In AS irds, the hih PCV, on the one hand, and the sini
ficant dec line in lood oxyen saturation, on the other hand [30,57,66] raised
the possiility of an impairment of lood O2carryin capacity. Increased erythro
cyte riidity appears to e another important factor in AS [54,62,113]: the nucl
eated erythrocytes will normally curl or fold to pass throuh lun capillaries [
160], ut hypoxemia and hih hemoloin concentrations decr ease the deformaili
ty of erythrocytes [62]. Further calculations of hemoloin content per 1,000 re
d lood cells revealed a sinificant reduction in the AS roilers compar ed with
that in the healthy and control roilers [57,89]. These results suest the pos
sii lity of inefficient enhancement of the erythropoiesis process. Ascites-indu
ction conditions elicited enhanced erythropoiesis, which resul ted in an increas
ed proportion of immature erythrocytes in the loodstream. However, where as in
the healthy roilers only a moderate proportion (7.2%) of immature erythrocytes
was oserved, in the AS ones, immature erythrocytes contriuted up to 23.5% to t
he total eryth rocyte count [89]. The sinificant increase in immature erythrocy
tes, coupled with the sinif icant decline in hemoloin content, miht provide
the explanation for the decline of O2 satur ation in the lood of AS roilers [3
0,57,72,134]. The differences etween healthy and AS chickens in their productio
n of erythrocytes in eneral, and of immature erythrocytes in particular, sues
t that eryth ropoiesis reulation in the ascitic irds is defective. The heart T
he avian heart is different from that of mammals in that the riht atrio-ventri
cular valve is composed of a muscle loop made up mainly of muscle fiers from th
e riht ventricle wall. The anatomy of this valve makes irds very susceptile t
o valve insuff iciency [52,161,162]: when the riht ventricle responds to an inc
reased workload it ecomes hypertroph ic and the

valve hypertrophies alon with the ventricle [161]. This thickenin of the valve
interferes with its effectiveness and may lead to rapidly developin valve fail
ur e and ascites [161]. Althouh litter oilin did not reduce the averae ascite
s score, litte r oilin improved air quality sinificantly in the pens and also
improved heart morpholoy y reducin the riht ventricle area from 0.44 to 0.36
cm 2 in ad liitum irds [163, 164]. Ascites Syndrome in Broiler Chickens A Phy
sioloical Syndrome Affected y Red Bl ood Cells 253 Alterations in the electroc
ardioram (ECG) are seen in conjunction with AS. Of most importance has een the
findin that increased S-wave amplitude in sta ndard lim lead II indicates inc
reased susceptiility to AS [111]. However, there were no ECG readins indicativ
e of primary pulmonary hypertension in most irds that developed ascite s [165].
A slower heart rate (radycardia) [55,116], as well as reduction in the pulse r
ate had een found in irds developin AS [55] and in acutely cold-exposed irds
[116]. Heart rate on days 1 and 7 was found to e sinificantly hiher in the A
S-suscep tile (AS-S) enetic roiler line than in the AS-resistant (AS-R) roil
er line, with only the lowest quartile of individual heart rates in the AS-S lin
e overlappin the hihest qu artile in the AS-R line [57]. These results were in
areement with those of Druyan et al. [1 66], who found that eneration S3 chic
ks from their AS-S line had a sinificantly hiher heart rate on day of hatch th
an that of eneration S3 chicks from the AS-R line. It was reported [167] that h
eart rate ean to increase shortly after hatch, and reached a peak close to 4 w
k of ae; thereafter, it declined slowly [168]. The AS-S selected line exhiited
increased heart rate only etween d 1 and d 7, with a decline thereafter toward
d 17, while the irds were kept unde r standard roodin condition [57]. Mild h
ypoxia was found to elicit an increase in heart rate [169,170], which suests t
hat the AS-S irds in that study experienced O2 shortae already at the time of
hatch, even when kept under optimal conditions. A hiher mean partial pressur e
of CO2 in roilers venous lood (a marker for lun ventilation rate) on d 11 was
found to e associated with increased ascites susceptiility [171,172]. Those r
esults indicate that ASsusceptile irds suffer O2 shortae at an early ae. How
ever, it also suests that as lon as the susceptile irds are under SBC, hih
er heart rate can compensate for a mild hypoxemia, and no other physioloical pa
rameter would e affected. Effect on heart and lood vessels Birds with ascites
induced y either low ventilation or cold temperatu

res exhiited hypertrophy of the medial layer of arteriols, which was proaly a
re sponse to primary pulmonary hypertension [173]. In low, ventilation-induced
ascites, the  roilers had sinificant inflammation or osseous-nodule formation
in the luns [174,1 75], whereas in cold-stress-induced ascites, irds showed no
inflammation [173]. Wideman et al. [50] suested that increases in pulmonary v
ascular resistance initiate incre ases in venous pressure y challenin the cap
acity of the riht ventricle to thrust all the re turnin venous lood throuh t
he luns. An acute reversal of systemic hypoxemia was reported to have no effect
on pulmonary hypertension a findin that discounted the influen ce of hypoxic p
ulmonary vasoconstriction [176]. It was hypothesized that this reversal of syste
mic hypoxemia increased total peripheral resistance and normalized arterial pres
sure and cardiac output, ut could not decrease pulmonary hypertension ecause o
f the overwhelmin influence of sustained pulmonary vascular resistance [176].
Development of techniques to measure chanes in pulmonary arterial pressure and
chane s in wede pressure helped to clarify that chanes in pulmonary arterial
pressure contriute to the mismatch etween pulmonary vascular capacity and card
iac output, and th at pulmonary hypertension is initiated as a consequence of ex
cessive pulmonary arter ial or arteriolar resistance [177,178]. The difference 
etween individual roilers susceptiility to ascites may Blood Cell An Overview
of Studies in Hematoloy 254 e related to an innate or acquired variaility in
their pulmonary vascular resp onsiveness to vasoactive mediators [179]. 4. Genet
ic and physioloical aspects of copin with the syndrome The enetic control of
susceptiility to AS Recent reports [71,72,107] indicate that aout 50% of the 
roilers in commercial stocks develop AS under experimental protocols of hih-cha
llene AIC. The term hih chal lene is used for AICs that apparently induce AS in
all AS-susceptile individuals, wh ereas lowchallene AICs induce lower rates of
AS, proaly only in the AS-S in dividuals whose hiher rowth rates necessitate
hiher O2 demands. The rates of AS reported in r ecent years are similar to tho
se found under hih-challene AIC in the 1990s [68, 73]. In recent years, howeve
r, actual AS mortality in commercial flocks has een sinificantl y reduced or e
ven completely eliminated y manaement practices that reduce feed intake a nd 
rowth rate and, consequently, reduce the physioloical O2 demand [47,62]. The pr
o lem with this

approach is that it compromises the efficiency of roiler production. A etter s


olution would e to select aainst AS susceptiility: once all the roilers were
resistant to AS, a manaed reduction in rowth rate would no loner e needed.
H owever, reedin is feasile only if there is an inherent susceptiility to AS
and if ef fective selection aainst it can e applied. Several studies have fou
nd the tendency of roilers to develop AS to e under enetic control, with esti
mates of heritaility ranin from 0.1 to 0.7 [72-74 ,180,181]. Sinificant heri
taility of 0.5 to 0.6 has also een found for the ratio of ri ht ventricle wei
ht to total ventricle weiht (RV:TV) a postmortem indicator for AS development
and severity [7274,182]. These data indicate the feasiility of selectin aains
t susceptiility to AS, ut only if all the enetically susceptile irds are id
entified at the phenotypic level. Mortality or moridity caused y AS provides t
he ultimate identification of AS-S individuals. However, actual development of A
S in susceptile irds depends on envi ronmental conditions that lead to hypoxem
ia, either y reducin O2 supply or in creasin the O2 demand [62]. It was found
that a hypoaric chamer with a reduced O2 partial pressure, equivalent to that
at 2,900 m aove sea level, successfully induced 66% AS in a commercial sire li
ne, suestin full exposure of enetic variation in AS suscept iility [103]. S
urical inactivation of one lun induced AS in all or most of the susceptil e i
ndividuals [32,68,183,184]. The AIC protocol for roilers housed in individual c
a es, where the tested roilers could not avoid the environmental conditions th
at were ased on movemen t of cool air driven y a fan, comined with hih-ener
y pelleted feed and 23 h of liht per day, resulted in aout 50% AS amon commer
cial roilers [70-72], suestin that all or, at least, most of the susceptile
roilers developed AS. The successful induction of AS y means of any of these
approaches suests that reedin for AS resistance can e achieved y keepin a
ll selection candidates under hih-challene AIC and awaitin mortality of all s
usceptile individuals. However, thi s direct-selection Ascites Syndrome in Broi
ler Chickens A Physioloical Syndrome Affected y Red Bl ood Cells 255 approach
has not een used y reedin companies, ecause it would fo rce them to comprom
ise the selection for more important traits, such as rowth rat e and meat yield
, which are not fully expressed under AIC. Indirect selection aainst susceptii
lity to AS, cardiovascular indicators: Many studies focused on identifyin relia
le dianostic indicators for AS in roilers.

Hematocrit (HCT) is a marker for hih rate of erythropoiesis in ascit ic irds,


therefore it is always sinificantly hiher in AS roilers than in their healthy
count erparts reared under the same conditions [30,54,60,115,124,125,139,154].
HCT values from roilers ae d 35 and 44 d were used to screen one sire line and
two dam lines for AS susceptiility [154 ]: they were used to select individual
s that were considered the most (> 36%) and least (< 29%) AS susceptile, and th
e males and females with the hihest and lowest H CT values, from the two dam li
nes, were selected and classified as hih hematocrit (H) an d low hematocrit (L)
roups. These individuals were then reared under roiler reeder manaem ent co
nditions. Males and females within each roup were mated, to create offsprin th
at were HH , HM-no definition for HM, LM, and LL. The proeny underwent screenin
 for hematocrit on days 6, 42, and 49, and from d 33 onward irds were sujecte
d to cold stres s. Differences in HCT values were seen at d 6: the HH chicks had
sinificantly hiher values than all other roups. On d 49 HCT values of the HH
irds were sinificantly hiher than t hose of the LL irds. Cold stress increa
sed AS mortality in all cominations, ut the HH i rds had sinificantly hiher
AS mortality then the LL irds, which suests that HCT value is heritale. It
was also suested that HCT screenin and selection ased on HCT values could e
eff ective in developin resistant populations of roilers. However, later stud
ies rev ealed that the variation in HCT was a secondary manifestation of develop
in AS, therefore it co uld not e used as an early indicator of AS sensitivity
under normal conditions [57,72]. He art rate (HR), measured y pulse oximetry or
y encephaloraphy, was found to e low er in roilers sufferin from AS than i
n healthy ones [111,163,185]. At 35 days of ae, HR in feedrestricted roilers w
as sinificantly hiher than that in fast-rowin roilers, and the HR of roile
rs sufferin from conestive heart failure, which is associated with hypox emia
and AS, was sinificantly lower than that of feed-restricted, slow-rowin roil
ers and healthy fastrowin roilers [64]. Broilers with AS were found to have a
sinific antly lower SaO2 than their healthy counterparts at the ae of 6 weeks
(62.1 and 86.0%, respectively) [30]. Broilers with AS induced y a pulmonary ar
tery clamp had a sinificantly lower SaO2 and hiher riht-ventricle:total-ventr
icle weiht ratio (hypertrophy of the riht ve ntricle RV:TV) than those of heal
thy, non-AS roilers [32]. Therefore, low SaO2 was sues ted to e a reliale 
enetic early indicator for AS susceptiility [186]. In recent years, some reed
in companies

have selected aainst roilers with low SaO2, as measured in selection candidate
s at 5 wk of ae [187]. However, ecause of the low %AS in these unstressed flo
cks, hih SaO2 levels are expected in susceptile individuals that do not develo
p AS; also, low heritaili ty (0.15) was reported for SaO2 at 5 wk of ae in com
mercial reedin lines [187]. Because of this low heritaility and only moderate
enetic correlation with actual manifesta tion of AS, the effectiveness of 5-wk
SaO2 as an indicator for selection aainst AS s usceptiility must e limited.
All the cited findins suest that there is a enetic component for AS mortalit
y and Blood Cell An Overview of Studies in Hematoloy 256 also for several param
eters (e.., RV:TV and HCT) that have een foun d to e associated with developm
ent of AS; however, the exact iochemical and physioloica l precursor factors r
elated to the enetic propensity to develop AS are still not known. It is often
difficult to determine whether a particular chane is primary in natur e, and th
erefore determinative, or is a susequent secondary manifestation in the develo
pment of AS. If parameters to specifically predict AS susceptiility or resistan
ce are souht, it is of paramount importance that the primary chanes e determi
ned and evaluat ed. Moreover, in order to assess their sinificance as criteria
for selection, it i s necessary to estimate the heritaility of these parameters
, and their enetic correlation with co nsequent AS development under AIC. In or
der to conduct advanced physioloical and enomic research on AS, and to find th
e primary cause of AS, identification of all AS-susceptile individuals i s cruc
ial. This identification depends solely on mortality or moridity under AIC. Und
er low- or mediumchallene AIC, relatively slow-rowin roilers or those that c
an ette r withstand cold stress, have a relatively lower demand for oxyen and,
therefore, do not develop AS. Incorrect identification of AS-susceptile chicks
as AS-resistant leads to iased findins reardin the true enetic association
etween the measured traits and the enetic difference in roilers susceptiili
ty to AS. To effectively select aainst AS susceptiility without interferin wi
th the nor mal expression of other selected traits, one has to identify the ene
s responsile for the prim ary cause of AS or measure their phenotypic expressio
n. There is evidence that the pri mary cause of AS is manifested in the prenatal
or very early postnatal phases, when the cardiovascul ar system is ein develo
ped and is startin to function [188-190]. Measurements of such a

manifestation, especially at the emryonic stae, necessitate sacrificin the in


vestiated individuals, renderin it impossile to later determine, under AIC, i
f these ind ividuals were susceptile or resistant to AS. Therefore, to conduct
advanced physiolo ical and enomic research on AS, one needs a pair of selected
lines in which all the individuals are either AS-S or AS-R. Comparisons of tiss
ues or functions of individuals from the diverent lines can help to identify th
e primary cause of AS and therey to provide an effective indicator for selectio
n aainst susceptiility. Resource populations derived from cross es etween suc
h diverent lines miht facilitate enomic research aimed at identifyin the en
es involved in susceptiility or resistance to AS. Direct selection aainst susc
eptiility to AS Successful selection aainst AS susceptiility was conducted in
a fully pedireed elite commercial roiler reeder line [68,184]. Only males an
d females that did not develop AS followin AS-inducin surery, i.e., unilatera
l pulmonary artery occlusio n, were used for reproduction. After two cycles of s
uch selection, %AS amon males that were exposed to low temperatures (14 C) from
17 to 49 d of ae was reduced to 4%, fr om 31% in the ase population and 15% a
fter one cycle. That study demonstrated the feasi ility of selection ased on m
ortality of AS-susceptile individuals under a protocol of h ih-challene AIC.
Diverent selection for AS mortality was conducted y Anthony et al. [78]: the A
S was Ascites Syndrome in Broiler Chickens A Physioloical Syndrome Affected y
Red Bl ood Cells 257 induced in a hypoaric chamer where oxyen content was red
uced to the level equ ivalent to 2,900 m aove sea level. After 10 enerations o
f diverent sire-fa mily selection, %AS increased to aout 90% in the AS-suscept
ile line and decreased to a out 20% in the ASresistant line, thus reachin a d
iverence of aout 70% [78]. Similarl y successful diverent selection was appli
ed y Druyan et al. [70]: the 1st selection cycle was ased on proeny testin f
or AS mortality under low-challene AIC, and two further cycl es of full-pedire
e proeny testin were conducted under a hih-challene AIC protocol [70, 72]. T
wo diverent lines were estalished: AS-susceptile (AS-S) and AS-resistant (ASR), with, respectively, 95 and 5% AS incidence, i.e., a diverence of 90%, when
reared to ether under the same hih-challene AIC [70]. Genomic selection aain
st susceptiility to AS The very rapid enetic diverence etween the selected l
ines, alon wit h pediree analysis of %ASF within the AS-S- and AS-R-selected l
ines implies that a sinle or a few


major enes were responsile for the difference in %AS etween the lines [70]. I
t was conclu ded that one or more enes was/were involved in the response to a t
wo-cycle select ion aainst AS susceptiility [68]. Sinle-ene inheritance was
also suested after a complex sereation analysis of data on oxyen saturation
of the hemoloin in arterial lood (SaO2) [188], a trait known to e closely r
elated to the AS [30,72]. Data on SaO2 from 12 ,000 males in fully pedireed pop
ulations of a male line that had een closed for 30 to 40 enerations were avail
ale for that study. The results suested that a sinle dialleli c dominant loc
us was responsile for 90% of the enetic variation in SaO2, with hih levels of
SaO2 i ndicatin AS resistance and low levels indicatin AS susceptiility. Dat
a from testcrosses etween fully diverent AS-S and AS-R lines suested a model
of complementary inter action etween the dominant alleles of two unlinked majo
r enes [77]. If, indeed, only a few enes are involved in enetic control of su
sc eptiility to AS, and in liht of the current rapid development and applicati
on of enomic tools, the AS enes seem likely to e detected and mapped in the n
ear future. Once mapped, with the help of current and future enomic methodoloi
es, the causative SNPs (or closely linked ones, used as markers) in these enes
will e identified. Hih-throuhput enomic ass ays may soon facilitate efficien
t enotypin of these marker SNPs, and their routine utilization in commercial 
reedin prorams. With availaility of such markers, hih-chal lene AIC will no
t e needed to effectively select aainst susceptiility to AS, ecause reede r
s will e ale to easily detect and cull individual irds, within the elite line
s, that carry the alleles for AS susceptiility. All major roiler-reedin comp
anies have een heavily i nvolved in R&D efforts aimed at achievin this oal. 5
. Overall conclusions Broilers, ein hihly productive irds, have difficulties
in maintainin  a dynamic steadystate alance etween hiher metaolic rate, on
the one hand, and, on the other hand, the consequently hiher demand for O2 a d
emand that miht exceed the car diovascular Blood Cell An Overview of Studies in
Hematoloy 258 system s capacity to satisfy the O2 needs. This non-steady-state
situat ion leads to the development of the physioloical syndrome ascites. Foll
owin exposure to AIC of irds from various ackrounds, irds tha t manifested
AS were found to differ sinificantly from their healthy counterparts, in traits
that were measured after initiation of the various AIC protocols, e.., RV:TV r
a

tio, hematocrit, erythrocyte counts, SaO2, heart rate, weiht ain (WG). These d
ifferences are co nsistent with findins of numerous reports; they represent cha
nes in secondary manif estations of AS and, therefore, could e useful in dian
osis of irds that are develo pin AS, ut not in prediction of AS susceptiilit
y. Only Druyans lines that were diverently selected for AS were found to differ
si nificantly in heart rate durin the first week of life, when reared under st
andard roodin conditions (SBCs). Heart rate was sinificantly hiher in the AS
-S line than the AS-R line, ut efore the manifestation of the syndrome no such
differences were found etween the sick an d healthy irds from commercial floc
ks that were kept under SBCs. Therefore, it appears t hat hiher heart rate cann
ot e used as a eneral indicator to identify AS-susceptile roi ler chicks. It
is expected that the prolem of AS will e solved y enetic eradication of t h
e alleles for AS susceptiility. However, manifestation of AS y enetically sus
cepti le individuals depends on environmental conditions as well as enetic var
iation in rowth rate. Therefore enomic information is required for effective i
nteration of selection aainst AS susceptiility into reedin prorams of comm
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l An Overview of Studies in Hematoloy 270 susceptiility or rowth rate. 2. E
weiht loss, as pressures, emr yonic heat production, and physioloical hormo
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te. 1. Relationship et ween acoustic resonance data and emryonic or hatchin p
arameters. Poult. Sci. 84: 14391445. Chapter 14
2012 Yamashita, licensee InTech. This is an open access chapter distriuted unde
r the terms of the Creative Commons Attriution License (http://creativecommons
.or/licenses/y/3.0 ), which permits unrestricted use, distriution, and reprod
uction in any medium, provided the ori inal work is properly cited. The Effects
of the Far-Infrared Ray (FIR) Enery Radiation on Livin Body Kikuji Yamashita
Additional information is availale at the end of the chapter http://dx.doi.or/
10.5772/36005 1. Introduction 1.1. A far infrared ray (FIR) enery The power of
the enery radiated from any material is dependent on t he temperature. For exam
ple, the sun with the temperature of 6,000C at the surface and ~1 5,000,000C at th
e depths radiates the radio-manetic ray with from the weak to the stron enery
. The radiomanetic ray with stron enery is asored efore the arrives at the
surface of the earth. But, if a human athe in the ultraviolet ray even if it a
rrives onl y aout 0.6% of whole ultraviolet ray radiated y the sun, the surfac
e of skin is urned a nd stronly damaed. If the cell is poured the lare quant
ities of ultraviolet ray, the DNA of nuclear is injured to induce a liver spot,
freckles and ain of skin. Still more, it is thouht that the immunity is

inhiited and a cataract and a skin cancer can e induced y the ul traviolet ra
y. It was thouht that the sunliht arrived at the surface of earth was finally
composed of the ultraviolet ray (UVA, UVB) of 6%, the visile ray of 52% and the
infrared ray of 42%. It was well known that the enery of these lihts rin a
lots of the ood effects for livin odies. The other sides, the materials on th
e earth we are livin radiated the narrow ra ne of enery from 5 to 50m in FIR u
nder 30C by getting the energy of sunlight. In other words, thought the radiating
energy on the earth creating a life was only FIR of 5~50m by getting the energy
of visual ray and FIR, the earth was filled with the energy of only FIR of narro
w range. It was means that the energy of FIR may make contribut ion to the birth
of a life. The National Aeronautics and Space Administration (NASA) report ed w
hich ray indispensable for the maintenance of the life was FIR of 4~20m as the ar
tificial sun in the space station. Therefore, it comes to a conclusion that the
FIR is the raising ray for the living body (Fig.1). Recently, there have been ma
ny studies of the ef fects of FIR on health and food preservation. The available
evidence indicates that wholebody FIR irra diation has Blood Cell An Overview
of Studies in Hematology 272 biological effects [17]. Wholebody FIR irradiatio
n is believed to improve huma n health and sleep by enhancing blood circulation
in the skin [1, 2]. However, the effects of FIR on cells are not clearly underst
ood. These thinking let me realize that there are a lot of natural materials rad
iating strongly the energy of FIR as a charcoal, stone, soil and tree. So, these
natural materials were being used for our studies on the energy of FIR. Figure
1. The classes of the electromagnetic wave by the wave length m 2. The characteri
stics of rhyolite In order to study strictly the effects of the energy of FIR in
4~20m on the livi ng body, the radiating machine of the energy of FIR should be
developed. In order to develop it, the selection of a good FIR radiator were sta
rted at first. The most noticeable effe ct of FIR energy radiation was the activ
ation of water molecules. The change of the we ight of the ultrapure water on th
e FIR ceramics containing the five natural stones, 4 chemical product s of miner
al oxide and charcoal was exactly measured with time at 37C. Though it was made c
lea r that some natural stones activated the evaporation of pure water, the rhyo
lite especi ally strongly activated. Then, the rhyolite (MATERA Inc. Toon, Ehime
, Japan) mined a t Toon, Ehime in Shikoku Island was selected as the FIR radiati
on ceramics for the dev elopment of the

radiating machine of the energy of FIR (Fig.2). The characteristic of rhyolite w


as the volcanic rock containing 70% over silicate dioxide with the flowing patt
erns fo rmed by the phenocryst of magma (Fig.2). Though the components are the q
uartz, fel dspar and biotite, the rhyolite is similar the granite. When the FIR
energy radiated fro m the rhyolite was measured by Fourier transformed infrared
spectrophotometer, it was made clear that the rhyolite was radiated 90% over the
ideal black body at whole range of 5~20m (Fig. 3). It was proved that the rhyoli
te was the excellent radiator of FIR energy of 5~20m. The Effects of the FarInfr
ared Ray (FIR) Energy Radiation on Living Body 273 Figure 2. The photograph of t
he rhyolite Figure 3. The radiation energy of the far infrared ray from the radi
ator The powder of rhyolite showed the antibacterial action to the Staphylo cocc
us aureus ATCC6538P at 1/5012. The adhesive sheet with the 15% powder of rhyoli
te showed at 1/1995. Still more, the paint containg the 10 % powder of rhyolite
s howed the antibacterial action to the MethicillinResistant Staphylococcus Aur
eus MRSAIID 1677 at 1/5012 . Black body Ryolite Wavelength () D i s p e r s i o n
r a d i a t i o n ( W / m 2 s t r

) Blood Cell An Overview of Studies in Hematology 274 The values of antibacteria


l action of the materials containing rhyolite are resp ectively 3.7, 3.3 and 3.2
. Though the values of antibacterial action over 2.0 was estimated as the antiba
cterial substance, the rhyolite was regarded to be the fairly mighty the antibac
terial s ubstance. Still more, the antibacterial action of rhyolite to the colon
bacillus was verified in neutral condition at our laboratory also (Fig.4, Table
1). These results sugge sted that the antibacterial action of rhyolite did not
depend on the change of pH. This graph showed the effects of rhyolite on the oxi
dationreduction potential of water (Fig.5). Item The water treated with the pow
der of rhyolite The water treated with the stone of rhyolite Control Biochemical
oxygen demand mg/1 2.1 2.4 2.4 Chemical Oxygen Demand mg/1 3.4 3.9 3.9 Suspende
d solids 12 10 8 Dissolved Oxygen 9 8.9 9.1 Escherichia coli group number MPN/10
0ml 0 2200 14000 Conductivity 18.6 19.5 19 Table 1. The chemical analysis of the
rhyolite treated water Figure 4. The effect of the rhyolite on Escherichia coli
; Escherichia coli (DH50 ) were cultured for 16 hours in the sterilized pure wat
er, the water containing the rhyolite and the wa ter containing 0.1% rhyolite po
wder. The proliferation of the Escherichia coli inhibited at 15.6% i n the water
containing the rhyolite and 69.9% in the water containing 0.1% rhyolite powder.
The Effects of the FarInfrared Ray (FIR) Energy Radiation on Living Body 275 F
igure 5. The change of the oxidationreduction potential affected by the rhyoli
te. The oxidationreduction potential (The longitudinal axis shows ORP, mv) decre
ased depending on the contents of the rhyolite(The transverse axis shows %) afte
r 0.548h. Though the oxidationreduction potential of tap water is about 550, i
t decreased with time to be about 280 after 48 hours. When the powder of rhyolit
e was put into tap water at 0.1%, 1%, 5%, the oxidationreduction potential of t
ap water decreased respectiv

ely up to 480, 340 and 220. Then, it decreased with time up to about 130 afte r
24 hours. It was thought that the high oxidationreduction potential of the tap
water c aused by the residual chlorine. The reason why the oxidationreduction p
otential of the tap decreased with time might be that the hypochlorous acid in t
ap water evaporated as the gas of chlorine with time. The oxidationreduction po
tential decreased in the dependent upon the density of the rhyolite powder. It w
as thought that the reason w as by the elution of any reducing agent from rhyoli
te. The small amounts of any elements w ith oxidative reaction were left in the
ultrapure water. Therefore, the small amounts of rhyol ite powder could reduce t
he most of oxidizers in the ultrapure water. The mighty oxidative powers of the
residual chlorine attack the cell membrane of a microorganism and a virus to deg
enerate the inner protein and show the germicidal and disinfectant effects. It w
as thought that the reducer generally do not show a mighty antibacterial effect.
Why the rhyolite shows the mighty antibacterial effects? Then, the 500g of rhyo
lite powd er was put into 1l of ultrapure water. After keeping 18hours, the supe
rnatant of the water was collected and filtrated with the filtering paper. Still
more, the filt rate was centrifuged at O x i d a t i o n r e d u c t i o n p o
t e n t i a l

( O R P ) m v Ultrapure water Tap water Concentration of rhyolite %


Blood Cell An Overview of Studies in Hematology 276 3000rpm for 10min. The super
natant of 600ml dried at 200C for 5 hours up to get 1 3.4mg of white precipitates
. The precipitates were analyzed by the x ray di ffraction and the electronmicr
o analyzer. The results showed that the precipitates mainly consist of calcium a
nd silicon (Fig.6). As the rhyolite contained 70% over silica te, the results su
ggested that the ceramics structure consist of silicate oxide should disintegrat
e. Then, the silicate radical molecule containing an additional electron could b
e formed. It was thought that the radical molecules are so active that the bact
erium e l.al was contacted to collapse the cell membrane with an antibacterial a
ction. Though the me chanism to form the silicate radical molecule was not clear
, the antibacterial effects of the rhyolite containing the 70% over silica were
the experimental facts. Figure 6. The analysis by the x ray diffraction of the c
omponents in the solutio n 3. The development of the FIR energy radiator In orde
r to clarify the effects of the FIR energy radiation on the living body a t the
rebel of a cell and animal, the FIR incubator for cell culture and animal raisin
g apparatus was developed utilizing the valid ceramics as the rhyolite and the
purebla ck that the resemble effects as the ideal black body are well known. The
CO2 incubator must be exactly controlled the temperature inside of the incubato
r at 37 0.5C. Therefore, though the water jacket of about 40litter is equipped fo
r the s uppression The Effects of the FarInfrared Ray (FIR) Energy Radiation on
Living Body 277 of heat loss, the equipment of incubator becomes solid and heav
y. Then, 0.5% CO2 gas need be supply into the incubator to activate the culture
cell breathing. Still more, the gas of 0.5% CO2 in air must be supplied though t
he water layer in order to keep the humidity near 100%. So, we remodel the exist
ing CO2 incubator. The heating system w as changed to FIR panel heater for keepi
ng the temperature in the incubator at 37 0.5C. Th e five face at up,

down, both side and behind in the incubator except the front glass w ere coated
with the valid ceramics as the rhyolite and the pureblack close to black body fo
r raising the efficiency of FIR radiation. The all shelves were also coated with
the same cer amics. Still more, the water jacket was change to the simple insul
ation, because the FIR ene rgy directly and instantly heats the surface of objec
ts even if the air and space lie between the surface of incubator and the object
s. As a result, the light and compact CO2 in cubator that can continuously radia
te the FIR energy for 24hours was developed with a great succe ss (Fig.7) [8]. S
o, the strict comparative experiments on the effect of the FIR energy radiation
on the culture cells become possible utilizing the same type of CO2 incubator wi
thout remodeling as control. Figure 7. The FIR CO2 incubator Then, the FIR anima
l raising apparatus with same FIR radiating system of the FIR CO2 incubator to c
ontrol the temperature inside 2040C at will and break d own any smell chemical p
roducts by photodegradation with the light catalyst of TiO2 could be also devel
oped (Fig.8). The FIR animal raising apparatus has the two chambers which t he u
pper chamber is coated with the valid ceramics as the rhyolite and the lo wer ch
amber is no coating [9]. So, the strict comparative experiments on the effect of
FIR energy radiation on animals become also possible by using the FIR animal ra
ising apparatus. Blood Cell An Overview of Studies in Hematology 278 Figure 8. T
he FIR animal raising apparatus 4. The effects of FIR energy radiation on water
4.1. The volatility and fluidity of water Water is indispensable for human life.
As water is generally present surrounding us, the characteristics of water is h
ard to be considered as a strange matter . But, the truth that a boiling point o
f water is 100C is peculiar comparing with the other e lements with the similar m
olecular weight. For examples, though a sulfur is next of oxygen in the periodic
table of the elements, the boiling point of hydrogen sulfate (H2S) is 60.7C. Bu
t, as the molecular weight of oxygen is smaller than that of sulfur, the boilin
g point must be smaller than 60.7C. It is supposed that the boiling point of wat
er should be the oretically at about 80C. Then, the coagulating point of water i
s appropriate theoretically at about 110C. Well, why the boiling and coagulating
points are respectively at 100C and 0C? The reason is by the formation of cluster
through the pulling against eac h other among the

water molecules by a hydrogen bond et al. The imaginary molecular weight inferre
d from the boiling and coagulating points is about 100 by which 5, 6 water mole
cules gathered. Then, a water molecule has as much as four hydrogen bonds. Moreo
ver, it was thought that the shapes of the cluster shows a straight chain, from
a square to elevencornered shape, and the average shape is the pentagon. Moreov
er, it was thought that the cluster of water is not stable for long time, but it
was formed and broken at the cycles of 10 12 seconds. But, this condition of c
luster is only applied to the very pure water w ithout any The Effects of the Fa
rInfrared Ray (FIR) Energy Radiation on Living Body 279 ion and impurity. The r
eal water actually contained various impurities. Even if the very pure water is
kept in air, the condition of water changes moment by moment by melting of a gas
and molecules from air. Then, in order to estimate the pre sent conditions of e
nergy in the water, the change of the weight of water is exactly m easured for t
he indicator of the volatility. When the difference of volatility between the ta
p w ater and the deionized water are compared, the deionized water is clearly vo
latilize d more quickly than the tap water (Fig.9). Figure 9. The change of the
weight of the deionized water and the tap water The high volatility means that a
lot of water molecules spring out of the surfac e of water. Therefore, it is su
pposed that the energy of the water molecules is high and its cluster is small.
This graph shows the change of weight of the deionized water radiated FIR energy
through the grass layer by keeping in the FIR incubator for 12 hours and the un
treated deionized water (Fig.10). Though the deionized water more quickly los se
s the weight than the tap water, the deionized water radiated FIR energy losses
mu ch bigger weight than the deionized water. In other words, it was made clear
that the deionized water radiated FIR energy has high energy in the molecules to
evaporate much easy. The results mean that the cluster of the water can become
small by the FIR energy radiation. If that is the case, why the cluster formed b
y the water molecules changes by a ccepted the FIR energy? The water molecule co
nsisting of two [OH] bonds opening with 104has three types of the vibration ener
gies. One is the deformation vibration of 1594cm 1 and the others are the symme
trical and asymmetrical expansion and contraction e

nergy of each 3656 cm 1 and 3756 cm 1 . When the energy were convert to the wa
ve length, the deformation vibration is 6.27m and the expansion and contraction e
nergy are 2.74m and 2.66m [10]. If the FIR energy of 5~20m radiated the water molec
ule s, the deformation vibration of the water molecule was activated by the tran
s mission of the energy through the resonance effect because the energy of defor
mation vibration was coincident with the radiating energy. Consequently, it was
thought that the kine tic energy Blood Cell An Overview of Studies in Hematology
280 of the water molecule increased to rush out of a cluster. The cluster in th
e act ivated water by FIR energy radiation ought to raise the volatility. On the
contrary, t he strength of FIR energy radiation by any materials can be estimat
ed by measuring the c hange of the volatility. Then, when the boiling points of
water was measured, that of FIR radiated water was 97.4C and that of control wate
r was 98.9C. The boiling point of water decreased clearly by FIR energy radiation
. These results also suggested that the water molecules are at the condition to
rush out easy from the surface of water. Still more, when the viscosity of water
was measured, it was clarified that the viscos ity clearly decreased by the FIR
energy radiation (Fig.11). These results also suggest that the water become to
flow easy by the same change of the cluster in water. It is thought that the wat
er radiated FIR energy increases the volatility and fluidity at the same time.
It is a very important finding. For example, it is thought that the blood and ly
mph flow in the human body become smoothly and activates by radiation of the FIR
energy. It is only natural that the collection of lymph fluid into a lymph vess
el rides the swelling in the body. Th en, a tear, sweat and digestive juices bec
ome similarly to flow easy also. It is suggested that the activation of the secr
etion of a tear stimulate the parasympathetic n erve system. Still more, the ac
tivation of the secretion of a sweat stimulates the vario us metabolisms in whol
e body. The activation of the secretion of the saliva and digesti ve juices stim
ulates the digestive function to make the body vigorously. Figure 10. The change
of the deionized water weight affected by the rhyolite as the FIR radiator

The Effects of the FarInfrared Ray (FIR) Energy Radiation on Living Body 281 Fi
gure 11. The change of the viscosity of water by the rhyolite as the FIR radia t
or 4.2. The solubility of water It was found that the water radiated FIR energy
by the rhyolite beco me to dissolve variable products. The plastic culture dish
adhered proteins as bovine serum albumin (BSA) were prepared for the estimation
of the solubility of water. The FIR energ y radiated ultrapure water by the rhyo
lite and nontreated same water poured into the dish, and was collected for meas
urement of the UV absorbance for protein. The results sh owed that the FIR energ
y radiated ultrapure water could dissolve much more BSA than the nontr eated sa
me water (Fig.12). Not only protein but also sugar and sodium hydroxide were c h
ecked the solubility. The results showed that the FIR energy radiated ultrap ure
water could dissolve much more them. When the rhyolite powder was inserted into
a fish tank at about 0.5%, the water in the tank became clear just after 4 days
. T hese results were considered by which the deposited protein and other produc
ts in the t ank dissolved in water to raise the degree of transparency by the FI
R energy radiation from the r hyolite. It was confirmed that the fishes and shel
l fishes become live longer than usual and keep the freshness in the tank with t
he rhyolite. For the application of these effects of the FIR energy radiation on
water, the development of the contact lens cleaner was tried. The force of clea
ning in the FIR energy radiated ultrapure water were estimated to t he contact l
ens attached the BSA on the surface. The results suggested that the force of cle
aning of water was surely raised by FIR energy radiation from rhyolite. But, as
the force of FIR was defeated to a detergent, the development of the contact len
s cleaner was given up. However, it was expected that the effects of the FIR ene
rgy radiation from rhyolite, on which the force of solubilizing in water was act
ivated, will be applied in vario us fields in future. ** Blood Cell An Overview
of Studies in Hematology 282 Figure 12. The solubility of BSA in the FIR energy
radiated 5. Experiment 5.1. The effects of the FIR energy radiation on an animal
5.1.1. The effect of the FIR energy radiation on the change animal When the rat
s were raised by using the FIR animal the increase of the body weight of rats ra
diated FIR energy became gentler than water of body weight of an raising equipme
nt, that of control (Fig

.13). Though the same experiments on the body weight of rats repeated five times
, the results showed the same tendency that the FIR energy radiation inhibited t
he increase of the body weights. In some laboratories, the rats and the mice eat
foods and drink water a s much as wish. As a result, the rats and the mice natu
rally grow fat within a year. Therefore, it sh ould be thought that the FIR ener
gy radiation activates the exercise activity and keep s away the switchover to t
he obesity conditions. Figure 13. The change of the body weight affected by FIR.
The growth of the rats was inhibited by the rhyolite as the FIR radiator. The E
ffects of the FarInfrared Ray (FIR) Energy Radiation on Living Body 283 5.1.2.
The effect of the FIR energy radiation on the change of blood flow of an human T
he Rhyolite powder with a peak diameter of about 10m was printed to the blanket c
loths made in Japan at 15%, like polka dots of about 2 cm (MATERA Inc. T oon, Eh
ime, Japan). The Rhyolite containing blanket and the control blanket were applie
d t o the healthy volunteers for application of FIR energy of 20 min at room tem
peratur e 22C and room humidity 50%, after acclimation of the condition in the ro
om for 10 min. The velocity and the quantity of blood were continuously measured
by the laser Doppler blood perfusion monitor and imagers in the same way for 20
min. The order of the application bet ween the FIR and the control blankets was
often changed at the condition of d ouble blind. The velocity and the quantity
of blood flow were accelerated 32.2% (Fig.14 ) and 19.1% (Fig.15) by the applica
tion of the Rhyolite containing cloths. Figure 14. The change of the velocity of
blood by the FIR blanket. This graph sh owed the velocity of the blood after 60
min of using the rhyolite containing blanket. The velocity of th e blood increa
sed 32.2% in the rhyolite containing blanket compared with the control blanket.
Figure 15. The change of the quantity of blood by the FIR blanket. This graph sh
owed the quantity of the blood after 60 min of using the rhyolite containing bl
anket. The quantity o f the blood increased19.1% in the rhyolite containing blan
ket compared with the control blan ket. Blood Cell An Overview of Studies in Hem
atology 284 5.1.3. The effect of the FIR energy radiation on the change of blood
catecholami ne The amount of adrenaline, noradrenaline and dopamine in blood of
the 40 mice kee ping in the FIR and control animal raising apparatus for 40 day
s were measured at the bl ood center.

It was shown that the amount of the dopamine in blood catecholamine significantl
y decreased, and the adrenaline and the noradrenaline in the blood catec holamin
e tend to decrease by radiated the FIR energy (Fig.16). These results suggested
that the FIR energy radiation decreased the amount of the blood catecholamine in
mice to inhibit the sympathetic nerve and activate the parasympathetic nerve. A
mamma as a human bod y has the autonomous nervous system with the motor nervous
and sensory nervo us system. The autonomous nervous system distributes all inte
rnal organs to work in o rder to sustain a persons life independent of his mind.
Figure 16. The change of the concentration of catecholamine in the blood affecte
d by the FIR energy radiation. The concentration of the adrenaline, noradrenali
ne and dopamine in th e FIR group were significantly lower 14.4% There are the s
ympathetic nerves and the parasympathetic nerves in the autonomous nervous syste
m which distribute every internal organ at the same times to control the functio
n of each internal organ in spite of his mind. When the sympa thetic nerves exci
ted, the heart beat violently, the blood pressure increase, the breath become ha
rd an d the stress build up in the body. On the contrary, when the parasympathet
ic nerves excited, the feeling become confortable as at home to become feeling a
n appetite, sleep an d sexual desire. It is thought that the rats and the mice r
adiate FIR energy become loss of the stress in the cage and lives the active and
healthy life. In short, FIR energy radiation may avoid the stress and obesity.
* Dopamine Noradrenalin Adrenalin The Effects of the FarInfrared Ray (FIR) Ener
gy Radiation on Living Body 285 5.1.4. The effect of the FIR energy radiation on
the biological macromolecules The effect of FIR energy radiation on the biologi
cal macromolecules is being mad e clear. The effects of FIR energy radiation on
the activity of the enzyme can be estimated by using the FIR incubator developed
by us. An enzyme is the special protein which has the various amino acids formi
ng the threedimensional structure with the various bonds to ge t a special role
to a chemical reaction. In case that the activities of the 19 kinds of the enzy
mes appear in radiating FIR energy, it was made clear that the activity of some
enzymes were accelerated or restrained. These results suggested that the efficie
ncy of the enzyme activity changed because the various bond conforming the three
dimensional struct ure of the enzyme was affected by the FIR energy. In the enz
ymes measured by us

, the results suggested that the activities of esterase, esterase lipase, lipase
, leu cin allylamidase, betaglucuronidase were accelerated and that of alkaline
phosphatase, acidpho sphatase, naphtolASBIphospho hydrase were restrained. E
specially, esterase, ester ase lipase and lipase are the enzymes to decompose a
fat. Though the experiments were prelimina ry study, it was made clear that the
FIR energy radiation changed the threedimensional st ructure of the various enz
ymes to accelerate or restrain the activities. Still mo re, it was possible from
the results that the increase of body weight restrained because some decomposit
i on enzyme of fat were restrained by FIR energy radiation. These results sugges
ted tha t the FIR energy radiation has a diet effect. . Figure 17. The change of
activity of lipase by FIR energy radiation. The activit y in the FIR radiation
group was higher 40.5% than the control group at 530nm. A b s o r b a n c e Bloo
d Cell An Overview of Studies in Hematology 286 5.2. The effects of FIR energy r
adiation skin 5.2.1. The effect of FIR energy radiation on skin repair The wound
of circle with 8mm diameter was artificially made at the skin of rats keeping t
he FIR and the control animal raising apparatus. Then, the area of the wound was
measured each several days. And the surface condition was observed. The results
showed th at though the surface of the wound in the FIR radiation group wet and
soft, that of the co ntrol group was covered the hard scab (Fig.18). Figure 18.
The surface of wound of skin affected by the FIR energy radiation. Co ntrol : (
A) FIR energy radiation : (B) The repair area of FIR radiation group increased e
ach 30.54%, 28.27% and 14.22% after 5, 6 and 7days compared with control group (
Fig.19). These results showed that the FI R energy radiation from out of body ac
celerated the wound healing at the surfa ce of rat skin. Still more, the repair
area of wound increased each 44.39% and 24.29% after 3 and 5 days by

application of the ointment containing the 10% rhyolite as the FIR en ergy radia
ting ceramics. In other words, it was clarified that the FIR energy radiation pr
omote d the wound hearing of skin, even if the radiation of FIR energy were by f
ar from body or by contact with skin. If the blanket and sheet with FIR energy r
adiation effects were developed, the bedsore of the bedridden old persons or the
sick persons in bed for a long time would be suppressed and restored to regener
ate the skin and ease the pain of the patients. Now, thou gh the rise in B A The
Effects of the FarInfrared Ray (FIR) Energy Radiation on Living Body 287 a fee
for medical treatment becomes a social problem, if the bedsore could be su ppre
ssed to shorten the term of the admission to a hospital, the fee for the medical
treatme nt would be reduced in the future. Still more, if the space of the resi
dence was constructed with the FIR energy radiating building material as the rhy
olite, the metabolism of skin would be promoted to hinder the aging of skin. The
n, the FIR energy radiating ceramics as rhyolite may be tied together with a dev
elopment of the creams and cosmetics to hinder th e aging of skin. Figure 19. Th
e repair area of wound hearing. The speed of repair was accelerated affected by
the FIR energy radiation. 5.2.2. Effect of the FIR energy radiation on a atopic
dermatitis The mouse naturally induced a crisis of the inflammation of the skin
as the atop ic dermatitis with the application of a picric acid as the material
raising the in flammation was imported from the United States. Then, the effects
of the FIR energy radiation on the ind uction of the inflammation of the skin w
ere analyzed by using the mouse. No an inflammation of skin in the mouse radiate
d FIR energy was detected after the application of a picric aci d, though the at
opic dermatitis of control mouse in the same condition were all ind uced without
the FIR energy radiation (Fig.20). It was made clear that the area of the infla
mmation o f skin and the number of the mast cells at the inflammation of skin as
an atopic d ermatitis clearly decreased by the FIR energy radiation (Fig.21). T
hese results suggested that the FIR energy radiation was effective fo r the prev
ention and the medical treatment to the inflammation of the skin as an atopic de
rmatitis. I n the future, it is thought that the FIR ceramics as the rhyolite ar
e tied together with the d evelopment of the medicine or the cure for the inflam
mation of the skin as an atopic dermatiti s.

Blood Cell An Overview of Studies in Hematology 288 Figure 20. The change of the
inflammation of the skin as the atopic dermatitis. The induction of the inflamm
ation of the skin on all mice was suppressed by the FIR energy radiation Figure
21. The area of the inflammation of skin and the number of the mast cells at the
inflammation. Though the area of the inflammation in control group was 1.96cm 2
, no inflammation was detected in the FIR energy radiation group (A). The numbe
r of must cells was smaller 26.9% in th e FIR energy radiation group than the co
ntrol group (B). B A
The Effects of the FarInfrared Ray (FIR) Energy Radiation on Living Body 289 5.
3. The effects of the FIR energy radiation on bone 5.3.1. The effect of the FIR
energy radiation on the cultured osteoblastlike ce lls The culturing osteoblast
like MC3T3E1 cell (Riken Cell Banc, Tsukuba, Japan) were separated in the two
groups in the FIR and the control CO2 incubator. After 1, 3 , 5, 7, 10 and 14day
s, the cell number of living cells in both groups were measured by a hemato cyto
meter and observed by phase contrast microscope CK40 (Olympus, Tokyo, Japan). St
ill more, the gene expression of the 4 days culture cells in both groups was ana
ly zed by the cluster analysis the microarray hybridization method (http://www.g
odatabase.org). The proliferation of the osteoblastlike MC3T3E1 cells in FIR g
roup s ignificantly inhibited each 19.08% and 12.24% after 3day and 10days cultu
re compared with control group . But, it was considered that the formation of th
e calcified nodules in the FIR group was more than the control group by the obse
rvation of the culture cells stained with von kossa and with a phasecontrast mi
croscope (Fig.22). Figure 22. The effects of the FIR energy radiation on the bon
e nodules formed by MC3T3E1 cells. The cultured MC3T3E1 cells in FIR group (A)
and control group (B) was observed by t he phase contrast microscope CK40 (Olym
pus, Tokyo, Japan). Some samples after 4weeks culture were stained with Von Koss
a method and observed by the same method. FIR group (C) Control group (D) Ba r:
100m The results showed that the number and the area of the calcified nod ules of
the FIR group were 148.8 and 158.8 m 2 , though no calcified nodules was formed
yet in control group after 2 weeks culture. Still more, that of FIR group increa
sed each 2.92tim es and 4.91times compared with the control group after 4weeks (
Fig.23). Consequently, the

formation of the calcified nodules was clearly promoted by the FIR energy radiat
ion. On the other hand, it was made clear by the results of cluster analysis aft
er 4 day culture that the g enes expression of Interferon activated gene 205, 20
3 and Interferon -indu i le protein 27 in the cell to cell sign l field were rein
forced nd the gene expression of Interleukin 1 f mily member 6, Interleukin 17D
, 17 receptor C, 17B, nd Interleukin 3 rel ted with i nfl mm tion were opposite
ly dropped (T ble 2). It w s lso m de cle r th t the genes expression of Pl tel
et-derived growth f ct or (PDGF) D polypeptide, Tr nsforming growth f ctor (TGF)
induced and TGF inducile early rowth response 1 in the cell proliferation field
were reinforced, and the ene expression of PDGF B polypeptide and Firolast 
rowth factor (FGF) 2, 21, 8 were oppositely dropped (Tale 2). It was clarified
y these data that the cell differentiati on as the function of osteolast estim
ated y the formation of calcified nodules were promote d y FIR enery Blood Ce
ll An Overview of Studies in Hematoloy 290 radiation, thouh the proliferation
was inhiited y it. In short, the FIR enery radiation shorts the term of cell
proliferation and advances the timin of cell differentiation on the osteolast.
Finally, it was considered that the FIR enery radiation c ontrol these enes e
xpression to inhiit the cell proliferation and promote the cell differ entiatio
n of osteolast [8, 9]. It was made clear y these facts that the differentiatio
n of cultured os teolast-like cell as an osteolast is promoted y the radiatio
n of FIR enery. Cell-cell sinalin Gene Name Acc. No. Fold chane Interferon a
ctivated ene 205 Interleukin 15 receptor, alpha chain Interferon alpha-inducil
e protein 27 Mitoen activated protein 3K 7 Interferon activated ene 203 NM_172
648 NM_008358 AK010014 BC006665 NM_008328 1.597 1.422 1.388 1.365 1.328 Interleu
kin 1 family, memer 6 Interleukin 17D


Heparin-indin EGF-like rowth factor Interleukin 3 Interleukin 17 receptor Int


erleukin 17B NM_019450 NM_145837 NM_010415 NM_010556 NM_134159 NM_019508 -1.348
-1.393 -1.395 -1.471 -1.481 -1.631 Growth Gene Name Acc. No. Fold chane Platele
t-derived rowth factor, D polypeptide Transformin rowth factor, eta induced
TGF Inducile early rowth response 1 Mitoen activated protein kinase kinase k
inase 7 Growth differentiation factor 15 AK003359 NM_009369 NM_013692 BC006665 N
M_011819 1.555 1.505 1.383 1.365 1.322 Firolast rowth factor 8 Firolast ro
wth factor 21 Epidermal rowth factor receptor related ene Firolast rowth fa
ctor 2 Heparin-indin EGF-like rowth factor Early rowth response 3 Growth fac
tor receptor indin protein2-ap 1(Ga1) Platelet-derived rowth factor, B polyp
eptide D12483 NM_020013 M99623 NM_008006 NM_010415 NM_018781 NM_021356 NM_011057
-1.323 -1.332 -1.337 -1.342 -1.395 -1.565

-1.667 -2.304 Tale 2. The cluster analysis of the ene expression in MC3T3-E1 c
ells affected y FIR enery radiation y the microarray hyridiestion method Th
ese enes were reinforced and repress ed at 1.3 over y the FIR enery radiation
in the cluster of the Cell-to sinalin and the rowth. The Effects of the FarInfrared Ray (FIR) Enery Radiation on Livin Body 291 Fiure 23. The effects of
the FIR enery radiation on the numer and the area of the one nodules formed
y MC3T3-E1 cells. Each five samples stained with Von Kossa method after 1, 2, 3
and 4 weeks in oth roups were measured the nodules (A) and the numer of the
area (B) y B io-system microscope BX-51. The measurement was analyzed y the av
erae of five field of visions of each samples. Statistical analysis was carried
out y t-test. *P<0.01 5.3.1.1. The effects of FIR enery radiation on the tita
nium implant Pure titanium post (RTP post titanium #Ti, Dentech, Tokyo) were tre
ated with the snowtech O solution (Nissan Chemical Industries, Tokyo) for 48 hou
rs and immers ed in MEM medium (Minimum Essential Medium Eale, Sima, St. Louis
, MO, USA) for 5 days. Control roup was only immersed in MEM medium at same con
dition. The 20 S.D. rat s of 6 weeks old were implanted the titanium post into t
he central position of the femu r. Left side was control roup and Riht side wa
s the snowtech O solution treated roup. These rats were separated two roups wh
ich the FIR enery radiatin roup kept i n the FIR animal raisin apparatus and
the control roup was kept in the normal animal raisin apparatus. The femur wi
th the titanium post was extracted and measured the inten sity etween the titan
ium and the one y the tension test with the small omnipotent testin machine (
Autoraph, Shimadzu, Kyoto) after 1, 2 and 4 weeks raisin. The same experiments
were repeated twice. Thouh the data were easy affected y the damae of the su
rical operation and the extent of the inflammation, the identical tendency was
shown. The tensio n intensity of the implanted titanium post with the snowtech O
solution in the F IR enery radiatin roup sinificantly reinforced 2.68 times
as much as the same implant in the con trol roup after 2 weeks (Fi.24). ** Bl
ood Cell An Overview of Studies in Hematoloy 292 Fiure 24. The effect of the F
IR radiation on the strenth of the one ondin t o titanium. The one ondin
to titanium was clearly promoted y the FIR enery radiation. It was een thinki
n that FIR enery was too weak to permeate deep into the tissue of the

livin ody. But, if the FIR enery radiation affects the water molec ules in th
e lood as mentioned previously, the lood of the whole ody was affected y FIR
enery even if the deep position. The possiility is supported y the experimen
tal results which th e new one formation inside of the femur was activated y t
he FIR enery radiation at the s urface of the skin from outside of ody. It is
suested that the deformational viration of the water molecules in the  lood
affected y the FIR enery radiation was activated y the transmission of the en
ery throuh the resonance effect ecause the enery of deformation viration wa
s coinci dent with the radiatin enery. It was proved that the lood containin
the activate d water molecules ecome quickly flow into the one to activate th
e new one formation. 5.3.1.2. The effects of the feed containin the FIR cerami
cs on the rowth of o ne The powder of the rhyolite mined at the vein of ore lo
cated on the Median Tectonic Line around Ehime prefecture was utilized for this
experiment. The compositi on of the inredient is SiO2 66.8%, Al2O3 13.52%, Fe2O
3 6.98%, K2O 4.19%, Na2O 3.98%, CaO 2.55%. The 60 rats of SD strain at 4 weeks o
ld were separated the three  roups of 0.01% and 0.1%FIR treated and control. Th
e each roup was raised every 2 or 3 days with th e standard feed containin 0.0
1% and 0.1% rhyolite and nothin for the each roup in the me asurement the amou
nt of the eatin feed. After 115days, all rats were killed y the over a nesthes
ia and the femur and the tiia were measured at many parts of width and the len
th. By the results of experiments, the amount of the eatin feed of 0.01 % FIR t
reated roup increased up to 6.3%, that of 0. 1% FIR treated roup decreased on
the contrary compared with the control roup. The width of the riht femur at di
stal, cent ral and postal position sinificantly rew each 3.2%, 21.4% and 12.3%
and that of the riht tiia at cen tral position The Effects of the Far-Infrare
d Ray (FIR) Enery Radiation on Livin Body 293 and the left femur at the distal
position rew 1.3% also. The width of the riht femur at central and distal pos
ition sinificantly rew each 3.7% and 6.1%, and that of t he riht tiia at cen
tral position and the left tiia at the distal position rew 1 1.8% also. Then,
on the lenth of the lon one, the left tiia sinificantly rew 2.4% alone. Th
e speci al affected parts were shown at Fi.25. It was clarified that the width
of the femur and tiia qui ckly rew as shown in Fi.25. Fiure 25. The effect o
f the eatin the feed containin rhyolite on the rowth o f the one. The measur
ement parts of the femur and the tiia were shown (A). The rowth of the f

emur and the tiia of these three roups of 0.01% and 0.1%FIR treated and contro
l were compared after 115days. Riht : (B), Left : (C) It was clarified that the
width of the femur and tiia quickly rew i n the 0.01% FIR roup. It was made
clear y these results that the one formation was promo ted y the inside radia
tion from the diestive orans y eatin the feed containin the FIR enery radi
atin ceramics as same as the outside radiation of the FIR enery. These r esult
s suest that the FIR enery radiation from the diestive orans arrives easy t
he deep posited one of the livin ody. Still more, it was thouht that the ro
wth of lenth wa s a little inhiited and that of width was promoted. In other w
ords, the FIR enery radiation does not pr omote the intrachondral ossification
ut the intra-memranous ossification that the osteo last directly differentiat
es from the undifferentiated cells. As the effects of the one affected more sen
sitive than the cartilae with the lood capillary, it was thouht that the  on
e formation y the osteolast is promoted y the FIR enery radiation. The resul
t s also prove that the Blood Cell An Overview of Studies in Hematoloy 294 FIR
enery radiation affected the livin ody thouh the lood contain in many wate
r molecules. It was clarified that the FIR enery radiation promotes the one fo
rmation thouh the enery transmission to water molecules. 5.4. The Effects of t
he FIR enery radiation on the cancer 5.4.1. The Effects of the FIR enery radia
tion on the culture cancer cells In order to clarify the effects of the FIR ener
y radiation on the culture cancer cells, A431 human epithelial vulva carcinoma
cells, Sa3 human inival squamous car cinoma cells, HSC3 human tonue squamous
carcinoma cells, A549 human lun carcinoma cells, and MCF7 human reast carcinom
a cells were cultured for the analysis of t he effects on the proliferation, the
shape of cells and the induction of apoptosis. A431, A549, and MCF7 cells were
cultured in Duleccos modified Eales m edium/Hams F-12 nutrient mixture (Sima, St
. Louis, MO, USA). HSC3 and Sa3 cells were cultured in Eales asal medium (Sima
). All culture medium was supplemented with 1 0% heatinactivated fetal ovine se
rum. The cells (510 4 ) were plated and measured on days 8 usin 0.2% trypan lue
and the hemocytometer. Incorporation of 5-romo-2-deoxyuridine ( BrdU) was used
to determine the amount of DNA synthesis. Cells were oserve d with a CK40 phase
contrast microscope (Olympus, Tokyo, Japan), fixed, and stained w ith hematoxyl
in and eosin. Still more, apoptotic cells were identified usin an Apo-Br dU in
situ DNA

Framentation Assay Kit (Bio Vision, Mountain View, CA, USA). Althouh the proli
feration of A549, HSC3, and Sa3 cells was sinificantl y suppressed from day 6 o
f culture (59.0%, 75.4%, and 76.2%, respectively) up to at least day 10, FIR irr
adiation had little effect on the rowth of A431 or MCF7 cells. Measurement o f
BrdU incorporation on day 4 of culture also showed a sinificant suppression of
rowth y FIR irradiation in A549, HSC3, and Sa3 cells ut not in A431 or MCF7 c
ells. Oservation of the morp holoy y the phase contrast microscopy revealed t
hat the cytoplasm and nucleus was enlared in A549 cells. Some of the HSC3 cells
also showed hypertrophy of the cytoplasm and nucleus and others tended to show
atrophy. Finally, some of the Sa3 cells sh owed hypertrophy of the cytoplasm (to
refer JEMAA 2010, 2, 382-394, Fi.1) [10] To determine whether the inhiition o
f proliferation y FIR enery radiation was associated with apoptosis or necrosi
s, cancer cells were sujected to FIR irradia tion of 48 h and analyzed on day 4
y stainin with annexin V-FITC and PI and y TUN EL (TdT-mediated dUTP-iotin
nick end laelin) (to refer JEMAA, 2010, 2, 382-394, Fi. 3)[10]. These results
indicated that FIR did not induce apoptosis in A431, HSC3, or Sa3 ce lls. A few
of the Sa3 cells showed sinificant necrosis. These results indicate that the i
nhiition of proliferation y FIR in the cancer cells, particularly in HSC3 and
Sa3 cells, was not due to apoptosis. Still more, in order to analyze all express
in enes induced y FIR enery radiation, the control and the FIR-irradiated sa
mples after four days culture was monitored u sin a Qiaen RNeasy Mini Kit (Qia
en, Valencia, CA, USA) with elimination of low s inal feature of ackround si
nal + 2.6 SD, and P value < 0.01. Genes were further classified for process and
function accordin to their The Effects of the Far-Infrared Ray (FIR) Enery Ra
diation on Livin Body 295 Tale 3. The analysis of the extracted enes induced
y the FIR enery radiatio n. The 10 most promoted enes and the 10 most inhiit
ed enes in these chaned enes showed Blood Cell An Overview of Studies in Hema
toloy 296 By the results that the sinificant chaned enes of the 5 cancer ce
lls y the FIR enery radiation were search, the cells inhiited the proliferati
on and showed that the many enes related the proliferation chaned. The numer
of the inhiited  enes y FIR enery radiation is more than that of the promote
d ene except for t he HSC3 cells. The 10 most promoted enes and the 10 most in
hiited enes in these chan ed enes were shown at Tale 3. There is no common
ene in the expressed ene of 5 cells. Thes

e enes contained mainly the transcriptional factor and the control factor of th
e transcriptional factor. 5.4.2. The control system in the cancer cells for the
FIR enery radiation At the process of the analysis of the ene expression induc
ed y the FIR enery radiation, it was made clear that the ene expression of HS
P (Heat Shock Protein) 70 was reinf orced y the FIR enery radiation. Therefore
, the hyper expression cells and th e knockdown cells of HSP70 were formed to an
alyze the effect on the proliferation. In order to directly determine whether HS
P70 can protect cells from FIR-induced cell death, we developed A431 and HSC3 ce
ll lines staly expressin human HSP70A (A431-HSP70 A and HSC3-HSP70A cells, res
pectively). Control cells were transfected wit h empty pcDNA3.1 (A431-Neo and HS
C3-Neo). In our initial experiments, we found that the exposure of HSC3 and Sa3
cells ut not A431 cells to the FIR enery radiation causes G2/M arrest and indu
ces partial hypertrophy to the necrosis (data not shown) [12]. To determine whet
her the increased expression of HSP70A confers protection aainst the FIR enery
radiation, the cell survival was examined in FIR-irradiated A431 -HSP70, A431Ne
o, A431-wt, and HSC3-HSP70, HSC3-Neo, and HSC3-wt cells. We found th at over exp
ression of HSP70A increased the cell proliferation in A431 and HSC3 cells. Furth
ermore, the proliferation of FIR-irradiated and control (unirradiate d) A431-HSP
70A cells was similar. The survival rate after 6 days of FIR irradiation was si
nifi cantly hiher in HSC3-HSP70A cells than in HSC3-Neo or HSC3-wt cells. In ad
dition, the proliferation of FIR-treated HSC3-HSP70A cells was similar to that o
f control HSC3-HSP70A cell s. The BrdU incorporation was sinificantly hiher in
FIR-irradiated or control A431-HSP70A cells than in A431-Neo or A431-wt cells.
Althouh the BrdU incorporati on of FIRirradiated HSC3-wt and HSC3-Neo cells was
lower than in unirradiated H SC3-wt and HSC3-Neo cells, it was similar in FIR-i
rradiated and unirradiated HSC3-HSP70A ce lls (to refer Med.Oncol 2008, 25, 229237, Fi.3)[9]. HSP70 appears to e present in a variety of normal cell types an
d i ts expression may e induced y several stressors, such as hyperthermia, car
diac ischemia, i nfection, UV radiation, endotoxin, and nitric oxide to suppress
or denature any for ein protein and restore an injured protein from lethal eff
ects [13]. HSP70 seems parti cularly important for cancer cells. In human reast
cancer, the expression of HSP70 correlates with in creased cell proliferation,
poor differentiation, lymph node metastases, and poor the

rapeutic outcome [14]. In vivo animal studies and clinical trials have revealed
that hyperthermia may serve as a powerful tool in the treatment of prostate canc
er [15-20]; at the cellular lev el, hyperthermic The Effects of the Far-Infrared
Ray (FIR) Enery Radiation on Livin Body 297 stress induces HSPs. Moreover, ch
emotherapeutic aents such as cisplatin, adriam ycin, and leomycin, as well as
r i tion induce HSPs. HSP70 participates in cytop rotection and is associated wi
th cellular resistance to lethal external effects [18-21]. However, in the prese
nt study, HSP70 was never induced y FIR. These results suested that F IR has
anti-tumor activity without inducin HSP70 as an anti-stress factor. This charac
te ristic indicates that FIR may e suitale for medical treatment. We next exam
ined the effect of knockin down HSP70A and HSP70C mRNA and HSP70 protein expres
sion usin siRNA. Transfection with HSP70A/C siRNA effecti vely decreased HSP70A
and HSP70C mRNA (Fi. 4A) and protein levels in oth A431 and HSC3 cells withou
t affectin the level of HSP70B mRNA or protein. HSP70A/C siRNA did not suppress
BrdU incorporation in unirradiated A431 cells, ut it sup pressed BrdU incorpor
ation in cells irradiated with FIR. Similarly, the HSP70A/C siR NA enhanced the
suppression of BrdU incorporation y FIR irradiation. FIR irradiation a lso sin
ificantly suppressed BrdU incorporation in HSC3 cells transfected with the neat
i ve control siRNA. These results indicate that a decrease in HSP70 protein medi
ate s the aility of limited FIR to inhiit the proliferation of A431 and HSC3 c
ells (to refer Med.Oncol 2008, 25, 229-237, Fi.4)[9]. 5.4.3. The effects of the
FIR enery radiation on the implanted cancer cell to m ice For experiments on 
ody weiht chane, 10-week-old male skid mice (CB1 7/Icr-Prkdc) and 6- to 8-week
-old male nude mice (Crlj:CD1-Foxn1) purchased from Ch arles River Japan (Yokoha
ma, Japan) were housed with temperature control and a 12h liht-dark cycle. Male
skid mice were weihed every 5 days, einnin at 10 wee ks of ae. FIR treatme
nt y our developed animal raiser (FIR roup), n=7 and control (control roup),
n=8. The lo-phase cancer cells cultured in 10% FBS and DMEM/HamF-12 medium (Si
ma, St. Louis, USA) resuspended at a cell density of 110 7 ml in PBS containin 5
00 g/ml of MatrigelTM basement membrane matrix (Becton Dickinson Labware, Two Oak
Park, Bedford, MA). The tumor cells (110


6 ) were suspended in 0.1 ml of PBS containing 50 g of MatrigelTM and were slowly


hypodermically injected in the back using a 25gauge needle. After injecting tu
mor cells, mice were separated two groups: FIR group and control group. During t
he experiments, the long and short diameters of the resulting tumor were measure
d in fiveday intervals, and tumor volume was calculated by the followin g formu
la: tumor volume (mm3) =1/2 (long diameter) (short diameter) 2. For purpose of th
e ascertaining tumor organization change by the FIR energy radi ation, the excis
ed tumor was observed after stained with hematoxylin and eosin to detect tumor o
rganization change after 30 days. Then we carried out immunohistochemical analys
es to detect matrix metal loproteinases (MMP) members MMP1, MMP9, MMP10 and M
MP13 [9]. The increase in tumor volume Blood Cell An Overview of Studies in Hem
atology 298 after implantation was significantly suppressed by wholebody FIR st
arti ng from day 15, compared to the control group (to refer J Table1). The cDNA
microarra y analysis of tumor samples of control and FIRtreated showed that MM
P1, MMP9, MMP10, and MMP13 in the MMP family were significantly downregulat
ed in the FIR group compared with control group (to refer ITEL 2005, 6(6), 5976
01, Table1) [9]. The expression profiles obtained from cDNA microarray analyses
as analyzed by quantitative realtime RTPCR s howed the control group to have h
ighly significant overexpression of the genes f or MMP1, MMP9, MMP10, and MMP
13 compared to the FIR group (to refer ITEL 2005, 6( 6), 597601, Fig.4) [9]. T
hese results suggest that suppression of tumor volume increase by in vivo FIR ra
diation was due to inhibition of MMPs by FIR radiation. In other words, FIR supp
resses invasion and metastasis of tumor cells by inhibiting the expression of MM
P1, 9, 10 and 1 3. As shown in (to refer ITEL 2005, 6(6), 597601, Fig 5) [9],
extensive portions o f tumor tissue in the FIR group was encapsulated and necrot
ized in intra tumor divis ion. On the other hand, in the control group tumor cel
ls showed active proliferation and invasion into the surrounding muscular tissue
. In addition, evaluation of the immunohistoc hemical expression of MMP1, MMP9
, MMP10 and MMP13 using tumor tissues of control and FIR groups on day 30 afte
r implantation showed MMP1 and MMP9 to be positively expr essed in the tumor s
troma of the control group, while MMP10 and MMP13 we re strongly positive in t
umor parenchyma (the part positively dyed at Cytokeratin10 ) (to refer ITEL

2005, 6(6), 597601, Fig. 6) [9]. However, these MMPs in the FIR group were not
significantly expressed. The result of immunohistological detection for these MM
Ps was concord ant with the results of cDNA microarray and QRTPCR. That is, FIR
radiation se emed to suppress invasion of tumor cells by inhibiting the express
ion of MMP1, MMP9, MMP10, an d MMP13. The increased expression and activity o
f MMPs is associated with tumor invasion, metastasis, and angiogenesis [22]. The
role of MMP1 in tumor invasion and metas tasis has only recently been determin
ed [23]. MMP1 has been shown to cleave en tactin, thus contributing to the degr
adation of basement membranes and hence potentially cont ributing to the transit
ioning across epithelial barriers by tumor cells [24]. I mmunohistochemical dete
ction of MMP1 expression is also associated with increased invasive potenti al
and poor prognosis in colon and esophageal cancers [25, 26]. The first barrier t
o tumor i nvasion is the basement membrane, and because one of its principle con
stituents is ty pe I collagen, the gelatinases (MMP2 and MMP9) are thought to
play important roles in its degrada tion [27]. MMP10 (stromelysin2) is known t
o degrade various components of the e xtracellular matrix, and though it has bee
n reported that MMP10 (stromelysin2) ex pression by lymphoma cells accelerates
the growth of thymic lymphoma [28], the rol e of MMP10 in other types of tumor
growth is relatively unknown. MMP13 (collagenase3) is exp ressed in breast ca
rcinoma and in articular cartilage of arthritic patients [29]. In addit ion, MMP
13 has high collagenolytic and gelatinolytic activity, and MMP13 may be of i m
portance in The Effects of the FarInfrared Ray (FIR) Energy Radiation on Living
Body 299 degradative processes involved in breast cancer progression [29]. In t
h e present study, it was suggested that MMP1, MMP9, MMP10, and MMP13 are im
portant for the invasion and metastasis of epithelial cancer of the human vulva
A431 cell line in vivo and that the activities of MMP1, MMP9, MMP10, and MMP
13 are selectively inhibite d by FIR irradiation. In conclusion, FIR irradiation
can suppress tumor growth and invasion of epithelial cancer of the human vulva
tumor by inhibiting the expression of MMP1, MMP9 , MMP10, and MMP13 without
critical side effects. Inhibition of MMP expression was considered to be one of
the mechanisms by which multiplication of A431 tumor cells was suppressed in FIR
irradiation. 6. Conclusion

It was made clear that the motion of the water molecules was surely and physical
ly activated by the radiation of FIR with the CO2 incubator and the ani mal rais
ing apparatus. The analysis of the change of blood circulation conducted the con
clusion that th e FIR energy radiation activated not only the motion of water mo
lecules but also the blood ci rculation in the living body. Still more, it was m
ade clear that the activation e ffects on the water molecules developed the acti
vation effects of the skin regeneration and the new bone formation. Moreover, th
e proliferation or metastasis of the various can cer cells were inhibited by the
FIR energy radiation connected with the activation of blood cir culation. It is
expected that the present studies on the FIR energy radiation connect with the
d evelopment of medical treatment for the regeneration of the tissue and organ a
s a skin and a bone, and the prevention medicine for cancer. Author details Kiku
ji Yamashita Department of Oral and Maxillofacial Anatomy, Institute of Health B
iosciences, The University of Tokushima Graduate School, Tokushima, Japan 7. Ref
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5(3) 256261. Chapter 15

2012 Zeh et al., licensee InTech. This is an open access chapter distributed und
er the terms of the Creative Commons Attribution License (http://creativecommon
s.org/licenses/by/3.0 ), which permits unrestricted use, distribution, and repro
duction in any medium, provided the ori ginal work is properly cited. Laboratory
Reference Intervals in Africa Clement E. Zeh, Collins O. Odhiambo and Lisa A. M
ills Additional information is available at the end of the chapter http://dx.doi
.org/10.5772/48250 1. Introduction Over the last decade, there has been a signif
icant increase in the n umber of clinical trials taking place in subSaharan Afr
ica in a concerted effort to identify safe and effective prevention and treatmen
t strategies to combat the heavy burden of infe ctious diseases in this region [
13]. This is because numerous viral, parasitic and bacterial disea ses are ende
mic in this region, including: 66% of the global HIV/AIDS infections, 31% of tub
erculosis infections, and 86% of malaria cases [3, 4]. Routine capacity for clin
ical labor atory testing is also increasing in Africa. Clinical trials and clini
cal care in subSa haran Africa require accurate laboratory reference intervals
for appropriate assessment of pa tients/participants, monitoring disease progres
sion, and reporting of possible toxicity and adverse e vents. This is particular
ly important in phase I and II clinical trials. Pha se I trials often enroll a s
mall group of healthy participants in order to determine the metabolic and phar
macologic actions of drugs, side effects associated with increasing doses and ea
rly eviden ce of efficacy. Phase II trials on the other hand are controlled clin
ical studies conducted to e valuate efficacy of drug/vaccine for a particular in
dication in a larger group of part icipants and to further evaluate its safety.
Many HIV vaccine trials are slated for Phase IIII trials in Africa. The inception
of the US President s Emergency Plan for AIDS Relief in 2004, with a m andate t
o treat 2 million HIV infections with antiretroviral therapy by 2008 ha s accel
erated the implementation of lymphocyte immunophenotyping in urban and rural are
as in Africa as initiation of therapy is often predicated on absolute CD4 T lym
phocyt e counts. Central to any HIV vaccine and/or care and treatment program is
the capability t o measure absolute CD4 counts. CD4 counts are important in the
context of breakthrough infections d uring HIV vaccine trials and informing tre
atment. Correct diagnosis in patient ma nagement often involves accurate interpr
etation of results from laboratory testing [5]. Hence i t is critical for medica
l professionals to have access to an accurate management resource such as

reference intervals. Blood Cell An Overview of Studies in Hematology 304 Histori


cally, clinical studies as well as routine clinical patient management in most A
frican countries have relied on Europeangenerated automated instrument values,
US established reference intervals or the U.S. NIH division of AIDS (DAIDS) toxi
city grading tables in assessing clinical parameters in study participants. The
USestablished reference intervals are obtained from the Massachusetts General H
ospital reference values a nd serve as the standard reference interval compariso
n for most studies [6]. The DAIDS toxicity tables, also derived from a Caucasian
population, are used for grading the severity of adult and pediatric adverse ev
ents, whether or not they are considered to be re lated to the study interventio
n [7]. DAIDS provides guidelines for estimating severity of adverse e vents usin
g specific reference intervals (Table 1) as criteria for determining what is norm
al and among abnormal values, how to grade the severity of the abnormality. PARAM
ETER GRADE 1 MILD GRADE 2 MODERATE GRADE 3 SEVERE GRADE 4 POTENTIALLY LIFETHREA
TENING HEMOGLOBIN 10.0 10.9 g/dL 9.0 9.9 g/dL 7.0 8.9 g/dL < 7.0 g/dL NEUTROPHIL
S 1.0 1.3 x 10 9 cells/L 0.75 0.999 x 10 9 cells/L 0.5 0.749 x 10 9 cells/L < 0.
5 x 10 9 cells/L Adult and pediatric values for age >57 days, HIVnegative from
the DAIDS toxicit y tables version 1.0, December 2004; clarification August 2009
.

Table 1. Examples of DAIDS criteria of estimating severity grading based on lab


oratory parameters. Reference values, in general, refer to the value or test res
ult obtained by the observation or measurement of a particular type of quantity
on an adequate number of persons (r eference sample group) selected to represent
the general population. Reference v alues are usually presented as reference in
tervals which refer to the interval between, and including two reference limits
i.e., from the lower reference limit to the upper reference lim it defined by a
specific percentage (usually 95%). In certain parameters such as absolu te count
s of monocytes, eosinophils and basophils, only one reference limit (decision li
mit), more often the upper reference limit is of biological significance hence t
he lowe r reference limit assumes a value of zero. Reference values go hand in h
and with toxicity grading or decision li mits, which can be defined as specific
levels of the analyte that correspond to mild to life threatening clinical situa
tions. Toxicity grading is particularly useful in the decisionmaki ng process o
f interpreting a measured value and assessing the health status of the subject b
ei ng tested. For this reason reference values or toxicity grading are routinely
used in clinical trials at enrollment to determine eligibility, establish basel
ine measures, and als o during the course of the trial to monitor the participan
ts health. Moreover, several analytes are u sed either as markers for the possibl
e presence of a disease or as direct evidence for that disease. Reference values
, especially hematological and immunologic indices, are influenc ed by such fact
ors as genetics, dietary patterns, pregnancy, gender, age, ethnic o rigin and pr
ior exposure to environmental pathogens. Thus, it is important to consider these
factors when Laboratory Reference Intervals in Africa 305 applying reference in
tervals in diagnostics as well as in recruitment in clinical trials. According t
o the Clinical Laboratory and Standards Institute (CLSI) gui delines [8], it is
recommended that laboratories establish their own reference intervals fr om the
local population or validate the use of those obtained from a different set ting
. Despite this, clinicians and researchers in Africa have continued to use refer
ence v alues of European or North American populations. Our group in Kenya has r
ecently published reference intervals based on the CLSI guidelines and are curre
ntly assisting reg ional laboratories to establish their own reference intervals
[9]. In this chapter, we give a brief background on the current status of partic
ipant recruitment

in clinical trials and patient management in Africa. We will also des cribe how
to select a reference population from which to derive the reference sample group
. In addition, we describe various studies advocating the establishment of refer
ence inter vals performed in different regions of the African continent includin
g our own. These studies show differences in hematological, biochemical and immu
nologic parameters between various African populations but these differences are
statistically insignificant. Howeve r, most hematological, biochemical and immu
nologic parameters considered in the A frican studies are significantly differen
t when compared to American and European deri ved values. This chapter will also
discuss the proposed partitioning of adolescent males from adults given their i
ncreased recruitment into clinical trials. Adult males have sign ificantly highe
r values for most hematological and biochemical parameters and we provide an ex
planation why this is so. While pregnant women and infants undergo physiological
pro cesses that alter their hematological and biochemical parameters, the parti
tioning of thes e cohorts has been slow. We discuss how pregnancy induces these
changes and describe the particular parameters affected. We also highlight the d
ynamic changes in these pa rameters during infancy and how they differ from west
ernderived values. In this chapter, we als o illustrate the downside of using i
nappropriate reference intervals in the recruitment of pa rticipants in clinical
trials and patient management. We show how the use of such values results in ex
clusion of clinically healthy participants from clinical trials and may lead t o
inappropriate reporting of adverse events during the course of these studies. T
his potentially results in escalation of costs in the conduct of clinical trials
. In this book chapter, we also propose the development of laboratoryderived Af
rican toxicity grades that, in addit ion to the already developed reference valu
es, would be used for reporting adverse events in clinic al trials and for deter
mining critical values in routine health care. 2. Use of reference intervals, co
nsequence of misclassification and selection of a reference population 2.1. The
use of reference intervals Reference intervals are useful both in the clinical a
nd research envir onment. Medical laboratory reference intervals are primarily u
sed for clinical purposes. They c an be used as an indicator of good health. Alt
ernatively, reference intervals/limits can be us ed to screen for physiological
or pathological conditions hence important in routine heal th assessment, Blood
Cell An Overview of Studies in Hematology 306

particularly for screening of anemia, blood disorders and diseases of the immune
system. Reference intervals are important for accurate interpretation of labora
tory data and provide assistance to the clinician in creating a more comprehensi
ve clinical perspective for diagnosis and management of patients [10]. Of partic
ular importance is the use o f reference values as surrogate markers for monitor
ing disease progression and resp onse to antiretroviral therapy in HIVinfected
individuals [11]. For example, de cisions to initiate, continue, or change antir
etroviral therapy regimens are determined using CD4+ Tlymphocyte cell (CD4) coun
ts, while drug toxicity is monitored using l iver function tests, renal function
tests, and full blood counts (FBC) [12, 13]. The hemog lobin concentration is u
sed as a marker of anemia. As part of the management of anemia, th e clinician c
onducts additional tests to identify a reversible etiology for anemia (eg, iro n
deficiency, infection) and if present treats it appropriately. However, in the
clinical envir onment, the statistical definition of reference intervals may not
allow certain clinical uses. Because t hese reference intervals have been deriv
ed statistically from a healthy population, they may no t be used to rule in or
rule out specific medical conditions. The statistically der ived 95% reference i
nterval would mean that 5% of normal subjects would have abnormal la boratory va
lues. This is erroneously interpreted that 95% of diseased individuals would fal
l outside the derived reference interval. It is recommended that the number of d
iseased indivi duals who fall outside the defined 95% reference intervals be det
ermined through a study of the distribution of such persons with the target cond
ition [14]. Thus, it is necessary to confirm the validity of the proposed refere
nce intervals with clinicians using a particular test to manage patients. In the
research environment, however, the aim is to define a reference populatio n tha
t is as similar as possible to that for which a particular test will be applied
with the exception of the presence of the disease. During clinical trials, refer
ence intervals re levant to the study of interest are required to interpret norm
al values of standard laboratory test res ults from the target population [15].
This is particularly important during phase I/I I safety trials where healthy in
dividuals are assessed without a control group [1517]. Moreo ver, clinical refe
rence intervals are necessary in order to accurately assess potenti al adverse e
vents observed during the course of clinical trials. 2.2. Consequences of miscla
ssification A majority of clinically healthy participants have been excluded fro
m

several clinical trials in Africa because laboratory hematological and biochemic


al parameters ar e classified as abnormal [1820]. Unnecessary exclusion of pote
ntial participants general ly results in increased cost for study recruitment to
achieve the target sample size . Accurate reference intervals are required for
monitoring adverse events during vaccine and drug tri als to limit misclassifica
tion that might otherwise lead to discontinuation of such trials or erroneous co
nclusions that the trial interventions are associated with adverse ev ents. A st
udy documented that the expense of adverse event investigation and reporting acc
ount ed for at least onethird of the study cost, irrespective of the adverse ev
ent grade [18]. To overcome Laboratory Reference Intervals in Africa 307 these c
hallenges, there is a need to establish accurate, locally derived referen ce int
ervals for the target population. Within the last decade, several studies in sub
Saharan Africa have attempted to establish hematological and biochemical referen
ce intervals for use in clinical monitoring and patient management. 2.3. Selecti
on of a reference population The selection of a reference population is as per d
escribed in the C linical Laboratory Standards Institute (CLSI, Wayne, PA, USA)
guidelines [21]. The guideli nes state that reference individuals selected for t
he determination of reference interv als should closely resemble the patient pop
ulation undergoing medical examination and shoul d be of similar age to be clini
cally significant [21]. The reference individuals should not be h ospital or cli
nic patients unless absolutely necessary. The guidelines describe two select ion
methods for a reference population: a priori and a posteriori. A priori samplin
g method involv es selection of reference individuals based on welldefined excl
usion and partition crit eria. The entire selection process takes place before a
ny blood sample is drawn and a sufficient number of reference individuals are ta
rgeted to provide statistical validity. A p osteriori sampling method involves s
election of the reference population after the analyte has been tested. The CLSI
guidelines recommend a minimum of 120 individuals to allow 90% confidence l imi
ts to be nonparametrically calculated for the reference limits [22]. Partitioni
ng of reference intervals either by gender or age is recommended if clinically u
seful or physiologically w ell grounded. Even though 120 samples remains the rec
ommended standard, an efficient laboratory, by considering the CLSI revised guid
eline strategies [8], can determine re ference intervals using fewer samples [23
]. Alternatively, a laboratory can adopt reference intervals es

tablished from another laboratory if the values are verified using the procedure
s set out in th e guidelines. In our study [9] of adolescents and adults living
in rural western K enya, all participants were screened by a review of medical h
istory, a physical examination, tested for HIV and pregnancy (for females), and
treated for any illnesses diagnosed. Participants w ere included if they were a
permanent resident of the study area, between 13 and 34 years of age and able to
provide informed consent or assent if a minor. Participants were e xcluded if t
hey were HIVseropositive, pregnant, exhibiting febrile symptoms or on any medic
a tion. Blood samples were therefore obtained from clinically healthy participan
ts sel ected to generate hematologic and biochemical reference intervals. Data w
ere partitioned by age (< 18 years of age as adolescents and 18 as adults) and ge
nder; median and 95th percentile inter vals were calculated. The lower 95% refer
ence limit was defined as the 2.5th pe rcentile while the upper limit was define
d as the 97.5th percentile. A Wilcoxon ranksum test was u sed to test for age a
nd gender differences. We compared our data against reference interval s from th
e Massachusetts General Hospital (MGHUSA) [6] and the U.S. NIH Division of AIDS
(DAIDS) toxicity tables [7] to determine the number of study participa nts with
values outside the MGH ranges or who had any adverse event as graded by th e DA
IDS criteria. However, while the CLSI guidelines recommend a description of the
population fro m which reference intervals are derived, the DAIDS and Massachuse
tts General Ho spital reference values do not provide such information. Blood Ce
ll An Overview of Studies in Hematology 308 3. Current status of reference value
s in Africa Reference intervals for clinical laboratory parameters have traditio
nally been o btained from European and North American populations [2]. However,
differences have been reported between these values when compared to healthy Afr
ican population values [16]. These include lower hemoglobin, red blood cell coun
ts, hematocrit, mean corpu scular volume, platelets and neutrophils, and higher
monocyte and eosinophil levels for African population compared to their Western
counterparts [16,2426] and Africans of European decen t [27, 28]. Moreover, var
iations in several indices have been reported between different Afr ican ethnic
groups [26, 2931]. These differences are postulated to occur due to factors suc
h as genetics, dietary patterns, gender, age, ethnic origin and environmental p
athogens which a re known to influence hematological and immunologic indices [32
35].

While the differences observed in some laboratory parameters between Af rican an


d Caucasian/Western populations may be attributed to nutritional difference s, g
enetic polymorphisms, or more intense environmental exposure to endemic pathogen
s, it m ust be stressed that these reference values are being derived from popul
ationbased statistical analyses of norms among healthy persons. For example, hea
lthy African s tend to have lower white blood cell counts than Caucasians, but t
here is no evidence that the y suffer any additional risk of developing severe i
nfection or other sequelae. Als o, African American populations, with environmen
tal exposures more like their white American counterparts, tend to have lower nor
mal values in hematologic parameters than Caucasia n Americans, suggesting a gene
tic basis for these population differences. 3.1 Variation in specific laboratory
parameters a. Hematologic parameters The normal values of red cell counts and i
ndices (i.e., hemoglobin concentration , hematocrit, mean corpuscular volume, re
d blood cell count), white cell counts and platelet counts are known to vary wit
h age, sex and pregnancy [9, 16, 20, 31, 36]. In addition, genetic and environme
ntal factors can also affect the reference intervals in certai n populations [32
34, 37]. It is of particular importance that these differences in reference int
erva ls be considered by clinicians in different settings. i. Red blood cell (RB
C) components African RBC component values were significantly lower when compare
d to reference intervals obtained from the Massachusetts General Hospital [6] fr
om a North American population, and thus a significant proportion are misclassif
ied when th e NIH DAIDS toxicity tables are applied [9, 34, 38]. Differences obs
erved in the RBC compone nts between African and Caucasian populations may be at
tributed to lower dietary i ron intake, genetic polymorphisms such as thalassemi
a and sickle cell trait or chronic exp osure to endemic parasites including helm
inths, malaria and schistosomiasis. Statistically significant differences in med
ian RBC, hemoglobin concentra tion (Hb) and hematocrit (Hct), mean corpuscular v
olume (MCV) and mean corpuscular he moglobin Laboratory Reference Intervals in A
frica 309 (MCH) by gender have been observed in several African studies, with a
dult males having higher values than adult females in East Africa [9, 16, 20, 31
, 39, 40], Souther n Africa [20, 36], West Africa [41] and Central Africa [42].
These gender differences in RBC parameters as illustrated in our findings (Table
2), are consistent with previously establishe d evidence that

males have higher values than females for these parameters and is par tly attrib
uted to the influence of the androgen hormone on erythropoiesis [43, 44] and to
menstrual bl ood loss in women [16, 25, 39, 42, 45]. It has been reported that e
strogens lowe r the Hb through hemodilution while testosterone increases the pla
sma volume but increases circul ating RBC to an even greater extent [46]. Age 13
17 years Age 1834 years Parameter Gender n Median (95 th percentile) pvalue (
gender) n Median (95 th percentile) pvalue (gender) pvalue (age) Hemoglobin (g
/dL) Female 57 12.2 (8.1  14.2) <.0001 83 12.1(8.0 14.2) <.0001 0.3243 Male 76
13.1 (10.6  15.6) 77 14.2 (11.4  16.9) <.0001 Hematocrit (%) Female 57 35.6 (2
4.8  43.1) <.0001 83 35.8 (23.2  44.3) <.0001 0.8015 Male 76 38.8 (29.3 48.1)
77 41.7 (32.6 51.5) <.0001 RBC (x10 12 /L) Female 57 4.7 (3.3  5.4) 0.0001 83
4.5 (3.4  5.7) <.0001 0.2638 Male 76 4.9 (4.1  5.8) 77 5.3 (4.3  6.5) <.0001
PLT(x10 9 /L) Female 57 233 (134 439) 0.2958 83 220 (88 439) 0.0222 0.4034 Male
76 224 (103 386) 77 201 (102 307) 0.0094 WBC (x10 9 /L) Female 57 5.2 (3.910.2
) 0.6359 83 5.6 (3.39.7) 0.0189 0.2038 Male 76 5.6 (3.38.3) 77 5.3 (2.57.4) 0
.6382 Lymphocytes (x10 9 /L) Female 57 2.2 (1.1  3.1) 0.9820 83 2.2 (1.3  3.8)
0.6901 0.9388 Male 76 2.2 (1.0  4.2) 77 2.2 (1.0 3.5) 0.585 Ab Neutrophils (x1
0 9 /L) Female 57 2.0 (1.06.2) 0.4991 83 2.3 (1.35.4) 0.0004 0.0576

Male 76 1.9 (0.85.0) 77 2.0 (0.83.9) 0.6575 CD4: Absolute Female 58 934 (465
1553) 0.4074 83 866 (4401602) 0.0141 0.509 Male 76 874 (3671571) 77 811 (4621
306) 0.0209 CD8: Absolute Female 58 506 (1951068) 0.4506 83 472 (262  1167) 0.
8706 0.9213 Male 76 468 (195988) 77 468 (2011104) 0.4194 CD4/CD8 ratio Female
58 1.8 (0.93.2) 0.9215 83 1.8 (0.83.0) 0.0728 0.4879 Male 76 1.8 (0.82.8) 77
1.6 (0.82.8) 0.0543 Table 2. Test of difference in hematologic and immunologic
parameters between g ender and agegroups from healthy 1334 year olds in a rural
western Kenya cohort (20032005). Blood Cell An Overview of Studies in Hematolo
gy 310 Agerelated differences in the RBC component have also been observed a mo
ng male participants, with adults (18 years) having higher levels of Hb, Hct and
RBC com pared to male adolescents (1317 years) as shown here (Table 2) [9]. Thi
s age variation i s similar to that reported in a study of Caucasian adolescents
[34]. This difference could be attr ibuted to higher levels of androgen hormone
s among older males. This explanation is further stren gthened by the absence of
agerelated hematological difference among female participants. I t has also be
en postulated that an increase in the size and mass of muscle fibers as occurs i
n males is associated with an increase in the number of circulating red blood ce
lls [47]. There are limited data comparing reference intervals for hematologic v
alues amon g African children compared to Caucasian children and also few studie
s on releva nt local reference values for African infants. However, these studie
s, similar to the adu lt studies, have highlighted differences in RBC components
compared to values obtained f rom Caucasian children [48]. The lower RBC parame
ters, as in the adolescent and adu lt groups, may be attributed to impaired hema
topoiesis as a result of lower dietary iron intake, c hronic blood loss due to h
ookworm infestation or chronic malaria infection [25]. Endemic sick le cell trai
t (HbS) and -t l ssemi m y lso pl y n import nt role [49]. ii. Pl telets In gen
er l, lower pl telet counts re more common in Afric n th n in Western pop ul ti
ons. While the lower pl telet counts in Afric n popul tions re consistent in se
ver l Afric n studies [24, 25, 30, 31, 40], its etiology is unknown. Possibiliti
es such s diet ry, environment l nd genetic f ctors h ve been proposed [24, 30
, 31]. Nev ertheless, the signific nt difference in the lower limit of the refer
ence interv l be tween Afric n nd

C uc si n popul tions w rr nts consider tion when interpreting pl telet counts i


n p tients or during clinic l tri l recruitment in Afric n popul tions. Among A
fric ns m les, signific nt ge-rel ted differences h ve been obse rved in pl tel
et counts with dults h ving higher pl telet counts comp red to dolescents [9].
Th is v ri tion is observed s progressive incre se with ge from dolescence
to yo ung dulthood. In comp rison, there is little ge v ri tion in pl telet c
ounts mong fem les. Howe ver, fem les h ve higher pl telet counts th n m les bo
th in dolescence [9] nd dulthood [9, 16]. These gender differences in pl tele
t counts h ve been ttributed to hormon l influences [50]. Pl telet count h ve b
een observed to f lls t the onset of menstru tion while pe k v lues re obt in
ed in mid-cycle indic ting th t hormon l influences nd/or menstru l blood loss
m y be involved [27]. While pl telet levels rem in st ble during pregn ncy, de
cre se h s been reported immedi tely fter delivery, likely due to consumption
during s ep r tion nd delivery of the pl cent . iii. White Blood Cell (WBC) com
ponents A high proportion of p rticip nts in the Afric n studies h ve WBC counts
below t he lower r nge of the M ss chusetts Gener l Hospit l US popul tion-deri
ved v lues [9, 20]. This phenomenon is consistent with number of studies th t
h ve reported lower WBC c ounts in L bor tory Reference Interv ls in Afric 311
Afric n popul tions nd those of Afric n ncestry, including Afric n Am eric ns,
th n in C uc si n popul tions [24, 30, 51-53]. Bec use the reference interv l f
or WBC counts is signific ntly different from th t of C uc si n popul tions, it
is dvis ble to u se ppropri te ethnic group interv ls when interpreting blood
counts [31]. Gender differences in the WBC counts exist in both Afric n nd C u
c si n popul t ions with fem les h ving higher v lues th n m les [9, 20, 54]. Ag
e-rel ted diffe rence in WBC counts h s been reported in sever l Afric n studies
[9, 25, 33]. Adolescents h ve higher WBC counts comp red to dults s shown in
our study (T ble 2) [9]. 1. Neutrophils Within the U.S., lower neutrophil counts
re more common mong bl cks comp red to C uc si ns [28]. Thus, it is not unsur
prising to observe
higher proportion of Afric n study p rticip nts (22.5-35%)
h ving neutrophil counts below the lower r nge of M ss chusetts Gener l Hospit ls
popul tion-derived reference interv l [9]. It is estim te d th t bout 25% to 5
0% of Afric ns h ve benign ethnic neutropeni , m int ining consistently low b sol
ute neutrophil counts with no evidence of incre sed susceptibility to infection
or o ther dverse

events [28]. Possibile expl n tions for the lower neutrophil count incl ude diet
, genetic or environment l influences [53, 55]. In gener l, there re signific n
t differences in neutrophil counts betw een m le nd fem le dults, with the fem
les h ving higher neutrophil counts th n m les. T his incre se in neutrophil co
unts observed in women m y be rel ted to estrogen since decre se in counts h s
been reported fter menop use [39]. Or l contr ceptives h ve lso been implic t
ed in neutrophili [56]. Addition lly, sever l studies in southern Afric h ve d
ocumented high r tes of n eutropeni in inf nts of women receiving Prevention of
Mother to Child Tr nsmissi on interventions [57-591]. Ev lu tion of neutropeni
in inf nts receiving ntiretrovir l prophyl xis or tre tment (directly or indir
ectly through m tern l exposure in utero or through bre stfeeding) rem ins ch
llenge. Neutropeni is known side effect of zidovu dine [60] nd trimethoprim/
sulf methox zole, which is often prescribed for preventi on of opportunistic inf
ections in HIV-infected nd/or HIV-exposed inf nts/childr en. This problem is fu
rther compounded by the p ucity of norm tive d t for hem tologic v lues in Afr
ic n inf nts. 2. B sophils nd eosinophils B sophil nd eosinophil counts in Afr
ic n popul tions re signific ntly elev ted in both genders when comp red to the
US-b sed reference interv ls [9, 20]. Thi s m y be due to high prev lence of
p r sitic infections in the environment including sc histosomi sis, helminthic i
nfections, perenni l m l ri nd exposure to
bro der r ng e of environment l
ntigens [25, 39]. However, the eosinophil counts do not v ry signific ntly by g
ender or by ge, s ssessed between dolescent nd dult Afric n p rticip nts [
9, 34]. Blood Cell An Overview of Studies in Hem tology 312 3. Monocytes Gener l
ly, no ethnic or ge differences re observed between C uc si n nd Afric n popu
l tions [46]. Monocyte counts in E stern nd Southern Afric re comp r ble to t
he US derived v lues nd thus there is no need for sep r te reference interv ls [
9, 20] . In the Afric n studies, no differences re observed in bsolute monocy
te counts between dolescents nd dults or by gender [9, 20]. Previous studies
from E stern nd Southern Afric n popul tions indic te n incre se in monocyte
counts in m les c omp red with fem les but the difference is not signific nt [3,
24, 26, 29, 30]. 4. Lymphocytes Among he lthy, HIV-uninfected persons, there r
e no signific nt differences in l ymphocyte

counts between C uc si n nd Afric n popul tions but fem les gener lly h ve high
er lymphocyte counts th n m les [54]. This is corrobor ted by studies wit hin Af
ric th t indic ted higher CD4 cell percent ge nd bsolute CD4 counts in fem le
s comp red to m les [9, 26, 61]. However, geogr phic l v ri tion exists in lymp
hocyte counts with some p opul tions in Southern Afric n showing signific ntly l
ower reference v lues th n other p rts of Afric [62]. In ssessing ge-rel ted
v ri bility, younger ge is ssoci ted w ith higher CD4 cell counts nd
higher
CD4:CD8 r tio. However, the differences re not signific ntl y except for CD4 c
ell counts between m le dolescent nd m le dults [9]. These g e nd geogr phi
c l v ri tions need to be considered when interpreting lymphocyte counts. b. Cli
nic l chemistry p r meters Most Afric n studies [9, 15, 16, 20] report reference
interv ls for most p r met ers (cre tinine, direct bilirubin, myl se nd lbum
in) th t re in greement with refe rence interv ls published in the United St t
es [6]. However, cert in p r meters such s Cre tine Kin se (CK) nd L ctose De
hydrogen se (LDH) h ve upper interv ls th t re sub st nti lly higher th n those
published in the M ss chusetts Gener l Hospit l interv ls [1 6, 20]. Other p r
meters with simil r trend include tot l bilirubin (T-bil) nd bl ood ure nitr
ogen (BUN). The upper r nge for T-bil is bout twice s high s th t of the US-d
erived upper reference limit while the lower r nge for BUN is
bout
third of
the US-derived lower reference limit [9, 15, 20]. The etiology of high T-bil in
the Afric n popul tion m y rise from
number of f ctors including RBC hemoly
sis c used by m l ri infection or sickle cell dise se, m lnutrition or physic l
exertion. Moreover, the presence of s imil r trends mong other Afric n popul t
ions is suggestive of common environment l or genetic f c tor. Our findings in
dic ted gender nd ge v ri tions in blood chemistry n lytes of liver nd ren
l function mong Afric n dolescents nd dults. M le dolescents nd dults h
d higher v lues for l nine minotr nsfer se (ALT), sp rt te minotr nsfer se
(AST), T-bil nd cre tinine th n fem les dolescents nd dults (T ble 3). These
gender diffe rences were signific ntly gre ter for T-bil nd cre tinine in both
dolescents nd dults while for AST, the difference w s signific nt only mong
the dolescents. However, these differ ences were L bor tory Reference Interv l
s in Afric 313 not clinic lly signific nt. There were no gender differences in
BUN nd glucose levels for ll ge groups nd no signific nt differences in T-bi
l, AST, ALT nd gluco

se between the two ge groups for both m les nd fem les. However dult men nd
women h d higher v lues for cre tinine nd BUN comp red to dolescent m les nd
fem les, respectively. Age 13-17 ye rs Age 18-34 ye rs P r meter Gender n Medi
n (95 th percentile) n Medi n (95 th percentile) p-v lue (gender) p-v lue ( ge)
AST/SGOT (/L) Female 62 22.6 (12.0 43.1) 0.0102 82 22.2 (13.5  48.5) 0.0822 0.59
05 Male 77 26.9 (17.0 59.2) 77 26.7 (12.569.3) 0.9147 ALT/SGPT (/L) Female 62 17
.4 (4.265.3) 0.6289 82 18.9 (10.761.3) 0.2247 0.1305 Male 77 20.5 (4.942.4) 7
7 22.4 (12.080.6) 0.0901 Total Bilirubin (mol/L) Female 62 9.7 (3.738.5) 0.0331
82 11.5 (5.836.1) 0.0368 0.7132 Male 77 13.9 (5.7 62.6) 77 13.8 (5.3  50.7) 0
.6662 Creatinine (mol/L) Female 62 64.5 (48.087.6) 0.0229 82 70.7 (52.496.8) <.
0001 0.0013 Male 77 66.3 (49.6103.7) 77 83.1(54.2137.8) <.0001 Table 3. Test o
f difference in clinical chemistry parameters between gender and agegroups from
healthy 1334 year olds in a rural western Kenya cohort (20032005). 4. Should
establishing separate normal ranges for African adolescents and pregnant women b
e considered? A number of studies similar to our published data [9], have report
ed agerelated variation between male adolescents as compared to adults for Hb,
Hct and RBC l evels [25, 34, 45]. This observation is physiologically grounded o
n hormonal influence and as per the CLSI guidelines, partitioning reference inte
rvals by age (or other subgroup considerations) may be appropriate. While these
observations may not be of any medical si gnificance, it should be taken into co
nsideration whenever clinical trials target this popula tion. To satisfy the sta
tistical requirement for partitioning, there is need for further research on ref
erence values among adolescents, as their participation in clinical trials incre
ases. Other than the RBC components mentioned above, no significant age differen
ces ha ve been observed in other laboratory parameters measured among males or i
n any parameters measured among females except for creatinine and BUN. Thus, for
such

parameters for which no differences are reported, adult values can be used in cl
inic al trials involving adolescents. With the advent of antiretroviral therapy
for HIV and other interventi ons to improve maternal and child health, pregnant
women and infants have become the focus of many health programs. However, few da
ta exist regarding these important popu lations, despite increased clinical tria
ls aimed at reducing mothertochild HIV transmis sion. Although pregnancyinduc
ed changes occur in hematological values including Hb, Hc t and RBC count, very
few laboratories provide specific reference ranges for pregnant wome n [63, 64].
Blood Cell An Overview of Studies in Hematology 314 In pregnancy, blood volume
increases resulting in hemodilution. While t he red cell mass increases during p
regnancy, the plasma volume increases more resulting in a relative anemia. This
leads to a lower Hb level, Hct and RBC. Hb is known to vary with ge stational ag
e with the highest values within the first and last trimesters and lowest duri n
g the second trimester. Similarly, the Hct and RBC decreases with gestational ag
e. A stable higher upper reference limit for WBC count during pregnancy has been
reported [65, 66]. WBC count is known to peak at delivery, thus limiting the us
e of this parameter as a marker f or infection during delivery. This increase in
WBC count results primarily from an increase i n neutrophil counts and a slight
increase in lymphocyte counts. Currently, there exists no A frican study design
ed to establish reference intervals during pregnancy and most laboratory i nform
ation systems report reference values based on samples obtained from nonpregna nt
women which may not be useful for clinical decisions during pregnancy. Thus, th
ere is an increased risk of overlooking important physiologic alterations result
ing from pathologica l conditions and of misinterpreting normal changes as patho
logical events [64]. It is therefo re important to develop reference intervals f
or women during pregnancy and the postpartum per iod for use in patient monitori
ng and management. 5. A case for African/ Region specific toxicity tables? Under
a researchbased approach, applying the US Massachusetts General Hospital deriv
ed reference intervals to our reference population from western Kenya duri ng sc
reening for a clinical trial (Table 4), over 58% of the volunteers would have be
en excluded from the trial despite having laboratory results consistent with the
general population from which they were derived. This erroneous screening out o
f otherwise healthy volunte ers would have

important implications on study costs, work load and time, as more vo lunteers w
ould be need to be screened in order to meet the required target [15]. Similarly
, applying the DAIDS toxicity tables to our population, some of our calculated r
eference intervals fall between the normal, and grade 12 toxicity grad ing in the
DAIDS system (Table 4). Using the clinic based approach, 40% of our otherwi se
healthy study participants would have erroneously been considered to have at lea
st one laborat orybased grade 14 toxicity adverse event. The lower range for Hb,
neutrophil counts, as we ll as the upper range for eosinophil counts and biliru
bin would be considered as grade 2 adverse events, for example. Even though stud
ies have documented these findings, this i nformation is not widely known and as
a result, DAIDS has issued only 1 set o f standard toxicity tables without consid
ering racial or ethnic differences [57]. Thus, dur ing international clinical tr
ials, these tables are used as guidelines in the conduct o f such trials. This m
ay result in a situation where the results of a clinical trial cannot b e genera
lized to the population in question since a majority of otherwise healthy partic
ipan ts are screened out. Moreover, given that the investigational product is in
tended for use w ithin the same population being sampled, this may complicate po
stmarket analysis or a pplication of the product for the general population. Un
fortunately, there are no compara ble tables from Africa on which such clinical
decisions can be based. It is therefore important that African countries carry o
ut large studies in different regions of Africa for such parameters to establish
African toxicity tables. Laboratory Reference Intervals in Africa 315 MGH USA r
eference intervals (25th percentile)[6] Division of AIDS (DAIDS) toxicity gradin
g out of range Comparison Grade 1 Grade 2 Grade 3 Grade 4 Parameter n 95 th perc
entile n % n % n % n % n % Hemoglobin Males (g/dl) 140 13.517.5 65 46 2 1.3 0 0
2 1.3 0 0 Hemoglobin Females (g/dl) 153 1216 61 40 11 7.9 8 5.7 14 10 0 0 Hct
(females) (%) 140 3646 74 53 Hct (males) (%) 153 4153 88 58

RBC (males) (10 12 cells/L) 140 4.55.9 29 19 RBC (females) (10 12 cells/L) 153
4.05.2 32 23 MCV (fL) 293 80100 157 54 Platelets (10 9 cells/L) 293 150350 53
18 6 2 6 2 0 0 0 0 WBC (10 9 cells/L) 293 4.511.0 66 23 2 0.7 0 0 0 0 0 0 Lymp
hocyte count (10 9 cells/L) 293 1.04.8 6 2 0 0 0 0 0 0 0 0 Neutrophil count (10
9 cells/L) 293 1.87.7 110 38 25 8.5 9 3.1 1 0.3 0 0 Eosinophil (10 9 cells/L)
293 00.5 130 44 60 20.5 12 4.1 0 0 0 0 Basophil count (10 9 cells/L) 293 00.2
5 2 Monocyte count (10 9 cells/L) 293 00.8 0 0 ALT (SGPT) (U/ L) 293 035 30 10
12 4.1 1 0.3 0 0 0 0 AST (SGOT) (U/ L) 293 035 40 13 9 3.1 3 1 0 0 0 0 Total B
ilirubin (mol/L) 293 5.117.0 90 30 37 12.7 27 9.2 4 1.4 1 0.3 Creatinine (mol/L)
293 0133 4 1 4 1.4 0 0 0 0 0 0 Glucose mmol/L 293 4.26.4 210 71 BUN (mmol/L) 2
93 3.67.1 246 84 *CD4 (Cells/ l) 293 4041612 6 2 3 1 1 0.3 0 0 0 0 *CD8 (Cells/
l) 293 2201129 13 4 *Reference ranges provided by BectonDickinson with the Mul
tiTEST IMK Kit Reagen t package (12/2000;23360202) DAIDS Division of AIDS tab
les for grading the severity of adult and pediatric a dverse events [26]  MGHMa
ssachusetts General Hospital weekly case records [25] Table 4. Frequency of adve
rse events and out of range values comparing western Kenyan cohort to DAIDS and
North American derived MGH values 6. Conclusion While it is desirable to generat
e reference intervals for different populations, the procedure remains a challen
ge due to the prohibitive cost involved in performing these stu dies and the lim
itation in identifying suitable healthy reference individuals. Thus, the CLSI re
commendation that all diagnostic laboratories should determine and mai ntain the
ir own reference interval for each laboratory parameter is impractical. The revi
sed CLS

I guidelines Blood Cell An Overview of Studies in Hematology 316 have recommende


d that if it is not possible to establish detailed ref erence studies, then vali
dation of published reference intervals can be performed using methodology t ail
ored for the population served by the laboratory. As few as 20 specimens can be
used to validate reference values within each laboratory by performing a formal
outlier test. Given the number of clinical trials and persons receiving clinical
ser vices is expected to increase substantially in subSaharan Africa, there is
a need for the establishm ent of locally derived clinical laboratory reference
values to ensure appropriate general healt h assessment, treatment monitoring, a
nd efficient implementation of clinical trials. Even more important is the need
for the establishment of toxicity grading tables for applicat ion in clinical ca
re among Africans based on the documented differences between laboratory r efere
nce values from African populations and Caucasians or Western populations of mix
ed ethnic o rigin. Author details Clement E. Zeh, Collins O. Odhiambo and Lisa A
. Mills U.S. Centers for Disease Control and Prevention (CDCKenya), Kisumu, Ken
ya, Centre for Global Health Research, Kenya Medical Research Institute/U.S. CDC
Res earch and Public Health, Kisumu, Kenya Acknowledgement The authors would li
ke to acknowledge Kayla Laserson and Laurie Kamimoto and Pro fessor Barbara Bain
s for their thorough review of this chapter. The authors would also like to appr
eciate vital contributions made by KEMRI/CDC Kisumu, HIVResearch La boratory. T
his chapter is published with the approval of the Director of KEMRI. Disclaimer:
The findings and conclusions in this article are those of the author s and do n
ot necessarily represent the views of the U.S. Centers for Disease Control and P
rev ention. Use of trade names is for identification purposes only and does not
const itute endorsement by the U.S. Centers for Disease Control and Prevention o
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A, Rebelo I, Fluctuations in Creactive protein concentration and neutrophil ac
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2012 Mamak and Aytekin, licensee InTech. This is an open access chapter distribu
ted under the terms of the Creative Commons Attribution License (http://creativ
ecommons.org/licenses/by /3.0), which permits unrestricted use, distribution, an
d reproduction in any medium, provided the ori ginal work is properly cited. Pri
nciples of Blood Transfusion Nuri Mamak and smail Aytekin Additional information
is available at the end of the chapter http://dx.doi.org/10.5772/48332 1. Introd
uction The aim of this chapter is to present a revised overview of small a nd la
rge animal transfusion medicine based on a review of the veterinary literature.
B lood transfusion has become more performable in small and large animal practic
e. By donor selection and the availability of blood component substitutes, usage
of the blood products improve d. The use of blood component therapy safely need
ed knowledge of blood groups, antibody pre valence and the impact of blood group
s on veterinary transfusion medicine. Ani mal blood transfusions antibodies agai
nst blood group antigens also play a role. In addition knowledge of the means to
decrease the risk of adverse reactions by using proper donors and screening ass
ays that simplify detection of serological incompatibility is i mportant. The cl
inical significance of blood group antigens in veterinary medicine is generall y
in the areas of transfusion reactions and neonatal isoerythrolysis (NI). This c
hapter includes an update on canine and feline, horse, donkey, cattle, sheep, ga
ot, pig, llama and alpaca blood groups and known blood incompatibilities, donor
selection and blood collection, storage of blood components, available equine bl
ood products and indications for transfus ion, whole blood (WB) and blood produc
t transfusion in ruminants and camelids, blood co mponent and blood substitute t
herapy, administration, and adverse reactions in small and large animal blood tr
ansfusion. 2. Blood types in dogs and cats

Blood types are classified according to specific antigens on the surfa ce of ery
throcytes. Platelets, leukocytes, and body tissues and fluids may also consists
o f erytrocyte antigens. [1]. In immunogenicity and clinical significance these
antigens can differ. They can serve as markers of disease in some cases and taki
ng part in recognition of s elf. The clinical significance of blood group antige
ns is generally noted in transfusion reactions and neonatal isoerythrolysis (NI)
in veterinary medicine [2]. These antigens can characterist ically trigger a re
action caused by circulating anti-erythrocyte antibodies in the opposi te host o
r donor. Blood Cell An Overview of Studies in Hematology 322 These antibodies ca
n occur naturally. Also they can be induced by a previous transfusion. Interacti
on leads to the destruction by hemolysis of red blood cells (RBCs). Thi s is one
of the severe and potentially life-threatening situation. [3]. The dog erytrocy
te antigen types or blood types are categorized by th e DEA (Dog Erythrocyte Ant
igen) system. DEA 1.1, 1.2, and 1.3 are termed A system. There ar e also DEA 3,
DEA 4, DEA 5, DEA 6, DEA 7 and DEA 8. [2]. In the United States the incidence of
DEA 1.1 is approximately 45% and DEA 1.2 is 20% [4]. DEA 1.3 is common in Germa
n she pherd dogs and has been reported only in Australia [5]. Frequency of DEA 1
.1 in Kangal Dog was found as 61.1% in Turkey [6]. In Croatia where the closest
data stud ied the rate was 66.7% [7]. The rate was also 56.9% in Portugal [8] an
d 55% in Japan [9]. Approximately 60 % of the canine population is in DEAs 1.1 a
nd 1.2 group. DEA 1.1 is the strongest antigen in the dog. Two membrane proteins
of 50 and 200 kD has been identified by a monoclonal antib ody to DEA 1.1 using
immunoprecipitation techniques. [10]. Presenting in a sin gle band DEA 1.2 has
been found to be an 85-kD protein [11]. DEA 1.1 is the most antigenic group in r
espect to transfusion medicine. Little i s investigated about DEA 3, 4, 5 and 7
in comparison to DEA 1.1. In literature, the frequency of DEA 3 is lower in comp
arison to DEA 1.1 blood type. In the United States it is determined that approxi
mately 6% of the general dog population is DEA 3 positive [12]. This rate is rep
orted as 13% in Brazil [13]. In Turkey, DEA 3 is most found blood type in the Ka
ngal D og [6]. In the canine blood groups DEA 4 is the most common type. In USA,
it is indicated t hat overall 98% of the general dog population have DEA 4 bloo
d [12]. In Brazil, all dogs blood type were positive for DEA 4 [13]. The molecul
ar weight of DEA 4 present in a single band has

been found to be 32 to 40 kD using immunoprecipitation techniques [11]. In the U


nited States typing sera can be commercially obtained only for DEA 1.1, 1.2, 3,
4, 5, and 7 [4]. In Brazil a report studied on German shepherd dogs determ ined
that 14% of the dogs were positive for DEA 5 and 8% were positive for DEA 7 [13]
. The frequency of DEA 5 and 7 positive dogs was 55.5% and 71.7% respectively in
Turkey [6]. Also, DEA 7 may cause an antibody response in dogs that lack it. A
system of nomenclature about antigen Tr has described. The Tr antigen system is
a 3-phenotype, 6-genotype system [ 14]. The molecular weight of DEA 7 present in
3 distinct bands has been found to be 53, 58, and 63 kD by using immunoprecipit
ation techniques [11]. An exact definition of a canine universal donor is not ag
reed among veterinary t ransfusion experts. Well excepted description of the uni
versal donor is that a dog negative for DEA 1.1, 1.2, DEA 3, DEA 5, DEA 7, and p
ositive for DEA 4. It is difficult to find DEA 4 negative dog because 98% of all
dogs are positive for DEA 4. Thus there is a very little chan ce to influence d
onor selection. If the dog is DEA 7 positive, some other experts do not exclude
it from the donor pool [15]. In most populations the incidence of DEA 4 blood ty
pe is more than 98% [16]. Because of this in transfusion medicine these dogs ar
e the best candidate for being a donor. If other donors are known to be compatib
le with the recipient they can also be utilized [17]. DEA 3, 5 and 7 negative do
gs have naturally occurring antibodies to DEA 3, 5 and 7 positive red cells. How
ever during the first transfusion these blood groups do not Principles of Blood
Transfusion 323 possess a major transfusion reaction [4]. In Turkey, the most co
mmon blood types were DEA 1.1, 4 and 7. Because all Kangal dogs have DEA 4 posit
ivity it does not seem to be important in respect to transfusion medicine. The p
revalence and antige nic properties of DEA 1.1 and 7 are significantly important
. If unmatched transfusion is performed in Turkish Kangal dogs they can constitu
te acute hemolytic transfusion reactions [ 6]. Dogs with DEA 1.1 or 1.2 are call
ed group A positive. Adversely, dogs do not have DEA 1.1 or 1 .2 are called grou
p A negative [1]. A blood group system described as N-acetylneuraminic acid and
N-glycolylneuramin ic acid present on gangliosides (hematosides) of the RBC memb
rane in Japan [18 ]. It is referred as the D system. This system is consist of t
wo antigens, D1 and D2, with phenotypes , D1, D2, and D1D2. The D1 and D2 antige
ns are codominanat factors. Anti-D1 is

identical to antiDEA3. The importance of this system in transfusion medicine poi


nted out by trans fusion of D2 type blood into a D1 type patient, or of D1 type
blood into a D2 type patient consistently cause severe acute transfusion reactio
ns [19, 20]. RBCs of some dogs designated as type C at titre sup to 128 are aglu
tinated rather than lectin extracted from se eds of Clerodendron tricotomum. Typ
e C is completely negative for other dogs. C system wa s compared to the DEA sys
tem and determined to be different [10, 19, 21]. Specific IgG alloantibodies in
previously sensitized Dalmatian dog by blood transfusion is described a s the Da
l blood type. The frequency is not known. Typing sera for this antigen also is c
ommercially not available [2, 22, 23]. Three blood types are described in the fe
line AB blood group system and mik grou p system. In cats a new blood group defi
ned as Mik. It is named after the alloantibody ide ntified in the first blood do
nor cat, Mike. In three cats that had not previously received tran sfusions Mik
antibodies were detected. They are defined as a cause of incompatibili ties betw
een donor and recipient blood that are not related to the AB blood group system
[24]. The phenotypes type A, type B, and type AB are occured. A null phenotype i
s not exist. The most common blood type is Type A. Type B is less common. Type A
B is rare [2, 25] . Type B is indicated in Australia (26.3%), and Greece (20.3%)
([26] , [27] ). In large studies of both pedigree and non-pedigree cats in the
USA distribution of type AB cats is demons trated to be rare (0.14%) ([28] ). Ty
pe AB were 0.4% in Australia (([26]). In Scotland the incidence of AB cats is 4.
4% ([29] ). Type B is indicated in Australia (26.3%), and Greece (20.3%) ([26, 2
7]. In large studies of both pedigree and non-pedigree cats in the USA distribut
ion of type AB cats is demons trated to be rare (0.14%) [28]. Type AB were 0.4%
in Australia [26]. In Scotla nd the incidence of AB cats is 4.4% [29]. In Turkey
, 60 % of Van cats and 46.4 % of Angora cats are type B [30]. And 220 (73.1%) no
npedigree domestic cats had type A blood, 74 (24.6%) had type B an d seven (2.3%
) had type AB [31] in Turkey. Except type AB group, cats have naturally occurrin
g allo antibodies. It is known that cats have naturally occurring alloantibodies
(isoantib odies) against the blood type they are lacking. Because of this to pr
event blood incompa tibility reactions in cats feline blood typing is important
in clinical practice. Blood type incompatibility can Blood Cell An Overview of S
tudies in Hematology

324 especially result in two fatal reactions. The first is acute haemolyti c tra
nsfusion reactions, occur particularly in cat transfused with type A blood [32].
Feline n eonatal isoerythrolysis (NI) is the second incompatibility reaction. I
t occurs when type A or AB kittens born to type B queens are nursing. Naturally
occurring anti-A alloantibodies result in blood incompatibility reaction in the
type B queens colostrum and milk [25, 30]. Cats constitute non-self antibodies in
contrast to dogs. As a result of this non -self antibodies potentially fatal an
tibody-mediated reactions can occur towards non-self red blood cells. Nearly 20%
of type A cats have anti-B antibodies. These antibodies ar e usually weak. All
type B cats have strong anti-A antibodies. In contrast AB cats do no t have allo
antibodies [32]. In previously unsensitized cats naturally occuring isoantibodie
s a re responsible for transfusion reactions. Nearly all type B cats have highly
titered anti -A agglutinins and hemolysins. RBCs can be destructed rapidly in t
ype B cats taking type A blood. In type B cats the high titres of naturally occu
rring anti-A antibodies cause ra pid intravascular destruction of transfused typ
e A red blood cells [33]. This can be m ediated by IgM, complement fixation and
the release of potent vasoactive compounds. As a result of this shock can develo
p usually due to possessed antibodies towards the transfused RBC s [3, 34]. This
can cause severe transfusion reaction and death even if as little as 1 ml o f t
ype A blood is administered to a type B-cat [2, 35]. Because of their endothelio
chorial plac enta newborn kittens have no alloantibodies. Nevertheless colostral
transfer of immunoglobuli n (Ig) G and a small amount of IgM occurs. Neonatal i
soerythrolysis develops in cat s. It is one of the cause of the fading kitten sy
ndrome. Kittens that are type A or AB and those tha t are born to type B queens
are at risk. In affected kittens Clinical sings can range from unapparent, to se
vere hemolytic anemia with hemoglobinuria, icterus, and death [1, 36, 37, 38]. 3
. Transfusion therapy Packed red blood cells (pRBCs) and fresh frozen plasma (FF
P) are comp onents generally provided for canine transfusions. If processed at o
nce, 1-4 each unit (450 mL) o f whole blood can be seperated into 1 unit of pRBC
s and 1 unit of FFP. It is difficult to prep are components from a small volume
of blood. Because of this cat blood transfusions are usually administered as fre
sh or stored whole blood. If patients requires spec ific components like pRBCs a
nd FFP, in this case whole blood can be separated into them [39]. In veterinary
medicine, red blood cell transfusions are used more freq uent recently. They

are the integral part of lifesaving. They are used in critically ill as advanced
treatment. Situations required transfusions include life-threatening anemia fro
m acu te hemorrhage or surgical blood loss, hemolysis from drugs or toxins, immu
ne-mediated di seases, severe nonregenerative conditions, and neonatal isoerythr
olysis [40]. Indications of red blood cell transfusions are in the treatment of
an emia caused by hemorrhage, hemolysis, or ineffective erythropoiesis. Oxygen i
s poorly s oluble in plasma. Because of this oxygen in blood is mostly carried b
y hemoglobin (Hgb) . In anemic patient, RBC transfusions increase the oxygen-car
rying capacity. Therefore inadequ ate delivery of oxygen to tissues with consequ
ent tissue hypoxia are prevented or treated [41]. Principles of Blood Transfusio
n 325 The treatment of severe anemia caused by hemorrhage, hemolysis, ineffec ti
ve erythropoiesis, auto-immune hemolytic anemia, or neoplasia is primary indicat
ion for blood transfusion. Lethargy and altered mentation, increased respiratory
effort , pale mucous membranes and tachycardia are the clinical signs of anaemi
a. The body carry out a number of adaptive responses physiologically, to maintai
n carrying of oxygen to the tis sues [42, 43]. The solution of oxygen in plasma
is weak. Because of this hemoglobin (Hgb) carries approximately whole oxygen in
blood [41]. The decision to conduct a R BC transfusion is generally based on a m
easurement of the patient s packed cell volume (PCV), hematocrit (Hct) or Hgb co
ncentration (Hgb) and especially on clinical evaluation of the patient [41]. Cli
nically animals should be evaluated individually. Generally when the hematocrit
is less than 10%, the treatment of anemia is transfusion. However, animals wit h
acute-onset anemia usually require transfusion before their hematocrit decrease
s to 15%. Thi s contrasts with the situation in animals with chronic anemia. Oth
er indications f or transfusion are hypovolemia, thrombocytopenia, clotting fact
or deficiency, and hypoprotein emia [1]. Electrocardiographic signs of myocardia
l ischaemia are similar to those identifi ed in human patients with myocardial i
nfarction. It can ocur with anemia [44]. The usage of administration of FFP are
for the treatment of a single or multiple clotting factor deficiency, vitamin K
deficiency or antagonism, surgical bleeding or wher e a massive transfusion is r
equired [45]. Hypoalbuminaemia and coagulopathies especia lly due to liver disea
se are the main reported indications for FFP transfusions in cats [46]. Stored b
lood is more than 8 hours old. The length of storage depends on the

anticoagulant/preservative solution used. It varies from 48 hours for 3.8% sodiu


m citrate (no preservative) to 4 weeks for CPD-A1 (citrate, phosphate, dextrose
, and adenine). Acid citrate dextrose (ACD), citrate phosphate dextrose (CPD and
CP2D), and citrate phosphatedextrose-adenine (CPDA-1) are mostly used as preser
vatives. The viability of RBCs is provided by the added dextrose, phosphate, and
adenine. Due t o the preservative used, the storage can extend up to 3 to 5 wee
k ([3, 41, 47]. In patients that are hypothermic or receiving large volumes of b
lood, refrigerated RBC products should be prewarmed to temperatures between 22C a
nd 37C immediately befor e transfusion. In the routine practice of RBC products t
o normovolemic a nemic patients, refrigerated blood components do not need warmi
ng before transfusion. W arming may accelerate the deterioration of stored RBCs
and may cause rapid growth of contaminating microorganisms [48]. In clinical pra
ctice advances in safety of blood transfusion is import ant in preventing transf
usion-transmitted infections (TTI). The most frequent severe infect ious outcome
of transfusion has been known as bacterial contamination of platelets, with res
ulta nt sepsis in the recipient recently. Using automated or semi-automated bloo
d culture devices, apheresis platelets and prestorage pooled platelets are most
often tested [49]. Generally, before a blood transfusion is given to animals, bl
ood typin g and/or crossmatching of the recipent and donor should be done to avo
id the likelihood of a t ransfusion reaction. Also, ineffective therapy is cause
d by shortened survival of transfuse d mismatched Blood Cell An Overview of Stud
ies in Hematology 326 red cells. In order to prevent primary sensitization and r
isk of developing hemo lytic disease in breeding females, cross-matching and/or
blood typing is important. In general veterinary practise, blood typing for cani
ne DEA 1.1 and for feline types A and B is applie d [1]. To decrease adverse rea
ctions one sould pay attention to blood typing and crossmatching procedures as m
uch as monitoring. There is always risk in blood trans fusions. For this reason,
they should be performed only when warranted. When taking hist ory, previous tr
ansfusion therapy should be asked and in a history of previous transfusion the r
apy crossmatching is necessary [1, 50]. Depending on availability and indication
for transfusion, whole-blood or blood-c omponent therapy may be administered. R
BCs, white blood cells (WBCs), platelets, all the coagulation factors, albumin a
nd immunoglobulins constitute whole blood (WB) [51].

In cats, fresh whole blood is the most common product used recently. S tored who
le blood, packed red blood cells and fresh frozen plasma (FFP) are also given as
transfusi ons [45]. The heavier cellular elements from the supernatant plasma a
re sedimented by cent rifugation of whole blood sediments. Due to separation of
blood collection within 8 hours all protein activity and concentration are maint
ained in the plasma. The obtained supernatant usually frozen. For subsequent tra
nsfusion, it is stored as fresh frozen plasm a (FFP). In addition it can also pr
ocessed to provide cryoprecipitate and cryosupernatant. It can also b e transfus
ed immediately as fresh plasma [52, 53]. Fresh frozen plasma have to be stored f
roz en at -30C before used. Also it should be identified with the donor blood typ
e, name and collection date. Samples thawed and not used sould discarded or stor
ed in a fri dge and used within 12-24 h and should not be refrozen [43]. Recentl
y an ultra-purified polymerised bovine haemoglobin solution is th e only commerc
ially available alternative to red cell transfusion (Oxyglobin). It is not licen
sed in cats but it has been used in treatment of anaemia in cats and also in the
rapy of carbon monoxide poisoning [54, 55]. Hemostatic protein deficiencies lead
to hemorrhagic disorders and the t reatment is done principally by plasma compo
nents [56]. In animals with von Willebrand disease (v WD) and hereditary coagula
tion factor deficiencies active hemorrhage is controlle d by plasma components.
Plasma components are also used for preoperative prophylaxis in these diseases [
53]. For preparation of plasma components sterile plastic bags are used. Af ter
that they are stored and transferred as frozen in individual boxes. Products hav
e to be stored at -20C or lower. Just before transfusion they warmed to 37C in a w
ater bath or incubator. Preferred route of administration is the intravenous tra
nsfusion of plasma components. If attempts at vascular access have failed, intra
osseous transfusion can be used in e mergency situations. When acut allergic rea
ctions occur transfusion is stopped and antihista mines and/or shortacting stero
ids are given [53, 57]. Cats have antibodies to non-self blood types within the
plasma. Becaus e of this only typespecific plasma should be administered to cats
in contrast to dogs. U sing one of the Principles of Blood Transfusion 327 comm
ercially available systems whole blood can be separated into FFP and packed red
cells

if it is taken aseptically. The blood spun at 3800 rpm at 10 C in a refrigerated


c entrifuge for 12 mins. Using a plasma extractor the plasma is extracted and s
tored at 20C [57]. In hypoalbuminemic dogs and cats, human serum albumin has been
used f or therapeutic use [58]. 3.1. Platelet transfusion Correction of coagulat
ion by fresh platelets are shown by in vitro co agulation studies. Freshly colle
cted platelets correct thrombocytopenia, control associated hemorrhage, and prev
ent death from bleeding. Hemorrhagic diathesis are prevented by platelet rep lac
ement for thrombocytopenia [59]. Severe thrombocytopenia or thrombopathia result
in bleeding. Platelet transfusio n is used for the control of this bleeding. In
veterinary medicine platelet transfusion ha s been used rarely compared to red
blood cell (RBC) and plasma transfusion. In dog s, reports related to platelet t
ransfusion are generally associated with experimental hematopoietic stem cell tr
ansplantation. Platelet-rich blood products consist of fresh whole blood (FWB) ,
plateletrich plasma (PRP) and platelet concentrate (PC). They are used for ag g
ressive anticancer therapy and treating complex hematologic disorders. Centrifug
ation of wh ole blood constitute platelet-rich plasma (PRP) and centrifugation o
f platelet-rich plasma constitude platelet concentrates (PC). Platelet activatio
n is induced by centrifuga tion so that the resuspension of the platelet pellet
during PC preparation from dogs is difficult. The preparation efficiency of PC f
rom dogs can be improved by addition of PGE1 in PRP before the centrifugation of
PRP. Also therapeutic efficacy of the platelets are maintained. In 10-28 kg bod
y weight dogs plateletpheresis has been used successful ly. On the canine donor
thrombocytopenia and hypocalcemia are the main adverse effects of plateletpheres
is [60-62]. At room temperature (RT) (20-24C), PRP and PC can be stored for 5-7 d
ays with con tinuous or intermittent agitation. At RT FWB can be stored for up t
o 8 hours. The intere st in freezed (4C) storage of platelets is increasing becau
se of the increased risk of bacteria l proliferation at RT storage. Storage of h
uman PRP and PC are limited to 5 days because of prev ention of bacterial prolif
eration at room temperature [60- 63]. Platelet transfusions as with RBC and plas
ma components should be perf ormed with 170 m filters standard blood administrati
on sets. Transfusion sets which can bind platelets should be exempt from latex [
60]. The most common reaction to PC are febrile reactions. The frequency i s dec
reased by pre-

storage leukoreduction. In immunocompetent dogs receiving multiple transf usions


, alloimmunization to platelet antigens occurs. Leukocyte reduction and ul travi
olet B irradiation are recently accepted methods for preventing the development
of platelet alloimmunization [64-66]. Blood Cell An Overview of Studies in Hemat
ology 328 Recently platelet cryopreservation are used to provide long-term stora
ge and immediate availability of platelet products for transfusion. When fresh p
latelets are unavailable cryopreserved platelets can be activated in vitro and p
rovide therapeutic benefi t [63]. 3.2. Granulocyte transfusion Granulocyte trans
fusion can be used as supportive therapy. It is used in patients with lifethreat
ening neutropenia caused by bone marrow failure or in patients w ith neutrophil
dysfunction. Granulocyte transfusions is shown to be useful in treatmen t of inf
ections in patients after treatment with high-dose chemotherapy. It is helpful e
sp ecially in the chemotherapy associated with conditioning for hematopoietic st
em cell transplant . By using granulocyte colony-stimulated factors higher doses
of granulocytes for t ransfusion are produced. Thus recently the use of therape
utic granulocyte transfusion has been increased. The outcome of transfusion are
effected by the type of infection being treated, the likelihood of recipient mar
row recovery, and recipient alloimmunization [67]. In small animals therapeutic
granulocyte transfusions have been used es pecially in experimental models of my
elosuppression and neonatal sepsis. In clinical veterinary medicine they have be
en used rarely. Granulocytes can be used to iden tify the site of inflammation.
Beside leukapheresis, centrifugation of FWB, with or witho ut colloidfacilitated
sedimentation, may be used to isolate canine and feline bu ffy coats. Only sedi
mentation may also be used in the cat. At RT granulocytes are st ored immobil fo
r 24 hours. The dose for beginning is 1 x 10 11 granulocytes/kg in a volume of 1
5mL/kg. It is used once to twice in a day [68-70]. 4. Donor selection To select
permanent blood donors, blood typing have to be performed. Donors should be heal
thy young adults. They undergo routine physical check up and hematology and clin
ical chemistry evaluations are done. They should never taken a blood transfusion
and should be free of blood parasites and other infectious diseases [1]. Nullip
arous and spayed female dog and cat donors have to be chosen.

Blood have be collected via jugular venipuncture aseptically. Acepromazine inter


feres w ith platelet function. Because of this donors should not be sedated with
it [1]. Every 3 to 4 weeks, dogs can donate between 13 and 17 ml of blood per k
ilogram of body weight. Features of donors sould include well nourished, supplem
ented with oral iron, bled less than once per month to prevent iron deficiency,
greater than 25 kg, and negative for antigens for DEAs 1.1, 1.2, 3, 5, and 7. Do
nors should not have hea rtworm disease, babesiosis, brucellosis, ehrlichiosis,
and Rocky Mountain spotted fever. Donors have appropriate neck skin that allows
easy entrance to the jugular vein, have a packed cell volume that is at least 0.
40 L/L, have demonstrated a good temperamen t and be in good physical condition,
have no past time history of transfusion or pregna ncy, and have got sufficient
levels of von Willebrand factor (vWF) [1, 3]. Principles of Blood Transfusion 3
29 The ideal feline blood donors should be healthy, indoor-only cats with an agr
eeable temperament for easy handling and restraint. Owned pet cats should be don
ate maximum once every 2 months [43]. The features of feline donor sould be as f
ollows; weig h more than 4.5 kg, have a packed cell volume that is at least 0.35
L/L, have demonstrated a good temperament, and be in good physical condition [3
]. Donor cats can donate betwee n 10 and 12 ml/kg. Adult healthy cats can donate
50 ml every weeks. Donors have to be typ e A. Type B donors may be demanded dep
ending on breed prevalence and geography. Feline leukemia virus, feline immunode
ficiency virus (FIV), feline infectious peritonit is, heartworm disease, and Hem
obartonella sp have to be excluded in donor cats [1]. For appropriate care of do
nors some processes needed. These are curren t vaccinations, if there is contact
with new animals every 6 mo fecal floatation, monitorization of hemogram every
year, analysing clinical chemistry, screening for infectious disea ses and in th
e dog preventative heartworm therapy in areas where it is necessary. When bl ood
collection is taken the donor s weight, temperature, and packed cell volume hav
e to be analyse d [3, 71]. PCV or Hb are measured by taking a blood sample. Pref
erentially cat s with a PCV of 30 35% are used but cats with lownormal PCVs should
not be used [43]. In the cat, blood can be taken by using a 19- to 20 gauge nee
dle or butterfly in to a syringe via jugular vein venipuncture. The region over
the jugular vein is clipped and prepared aseptically and sedation is administere
d. It is prefered to use a 1:1 combinatio

n of ketamine 100 mg/ml and midazolam 5 mg/ml. It is made up in a small syringe


and given intravenously up to a maximum dose of 5 mg/kg ketamine (0.1 ml/kg of c
ombination). Syringe consists of either ACD, CPD, or CPDA- 1 (1 mL/9 mL of blood
), or heparin (5 units/mL of blood). Before a preservative solution is used it
can be pl aced in a small blood bag. To access the jugular vein a 19-21G butterf
ly needle is used. The blood is collected over a total of 10 15 mins. At once a
maximum of 10-12 ml/kg blood can be donated. Isotonic crystalloid fluid therapy
post-donation at a rate of 60 ml/h for 3 h is given to the cat [3, 43]. 5. Admin
istration Precaution is necessary to prevent damage of the blood product and ha
rm to recipient. Blood typing or crossmatching have to be carried out to provide
compa tibility before RBC transfusion [41]. Transfusions of red blood cell shou
ld be administered through a filter. The filt er is arranged to remove clots and
particles which are potentially harmful to the pa tient. Blood infusion sets ha
ve in-line filters. These filters trap large cells, cellular debris, and coagula
ted proteins. The pore size range from 170m to 260m. A filter may be used to admin
ister 2-4 units of blood to a patient or for a maximum time limit of 4 hours ac
cording to human blood banking standards. High protein concentration at the filt
er surface and room temperature conditions promote proliferation of any contamin
ating microorganisms. The rate of flow slowed down by accumulated material. Afte
r 5 days or more of refriger ated storage constituted microaggregates composed o
f degenerating platelets, white blood cell s (WBCs), and fibrin strands in blood
. They are removed by other blood filters with a pore size of 20-40 Blood Cell A
n Overview of Studies in Hematology 330 Jim. For transfusions of RBCs primarily
microaggregate filters are desi gned. In administering small volumes of blood (<
50 mL WB or <25mL pRBCs) to cats and smal l dogs a pediatric micro-aggregate blo
od filter (18 um pore size, priming space <lmL) i s especially helpful. Because
of a progressive decrease in pore size due to increased blood f iltered larger v
olumes of blood administration can result in hemolysis [41]. If plasma is taken
from blood preservative solutions can be put in. Blood preservative solutions ar
e dextrose, adenine, mannitol, and the sodium chloride. The y are necessary for
RBCs to carry on their energy metabolism and viability during storage [3]. Canin
e pRBCs

stored in a RBC preservative can be applied directly. Other pRBC prod ucts have
to be diluted by putting 10mL of saline feline pRBCs or 100mL of saline to the b
lood b ag so that the viscosity of the donor blood decreased [41]. In the dog, i
f sedation is needed, butorphanol (0.1 mg/kg BW, IV) is generally used for sedat
ion. But acepromazine should not be used because it may cause pl atelet function
disturbance [72]. In the cat, ketamin may be used 2 to 4 mg/kg BW, IV for sedat
ion. In addition to ketamin is very successful when it is used together with 0.1
to 0.2 mg/kg BW diazepam [3]. Also combinations of ketamine hydrochloride, mida
zolam and butorphanol tartrate, or mask administration of sevoflurane can be use
d [73, 74]. Generally, intravenous administration is used for RBC transfusions.
In addition intraosseous administration is a perfect alternative. Peripheral vei
ns m ay be preferred to central veins because of an increased bleeding predispos
ition [41]. Blood is administered through administration sets containing 0.9% sa
line intravenously. Contraindications include hypotonic saline, 5% dextrose in w
ater and la ctated Ringer s solution. Cardiac arrest may be caused by injection
of undiluted citra te containing anticoagulants [1]. Using a syringe driver or b
y hand the transfusion should begin slowly at 0.25 ml /kg/h. If no adverse affec
ts are encountered after the first 3060 mins of administra tion the rate can be i
ncreased. Due to the urgency of the requirement for whole blood and any underlyi
ng concurrent disease the rate of administration can vary [75]. With a PCV of 20
%, dogs and cats with chronic anemia can be cardiovascularly sta ble [76]. Conve
rsely in patients with an acute onset of anemia and continuing b lood loss or he
molysis, transfusion to a higher PCV is necessary for stabilization. Generally a
dministration of 2mL/kg of WB or lmL/ kg of pRBCs will increase the patient s P
CV by 1% if there is no continuing hemorrhage or hemolysis [41]. Patient s overa
ll condition determine the rate of blood administration. The maxi mum rate of tr
ansfusion is 10-20mL/ kg/h in normovolemic anemic patients, to avoid circulatory
overload [41]. To provide blood volume again fluid therapy with crystalloids or
collo ids is necessary. If the patient s total blood volume do not decrease und
er 20% this is usually enoug h for losses. If losses are more than 20% whole blo
od or packed red cell transfusion is used. Between 20% and 50% of blood volume l
osses are treated by crystalloids and packed RBCs [3, 7 7]. Principles of Blood
Transfusion

331 Blood components like cryoprecipitate and platelet-rich plasma are used infr
equently. Cryoprecipitate contains vWF, factors VIII, XIII, fibrinogen, and fibr
on ectin. In vWFdeficient patients cryoprecipitate is recommended particularly w
hen surge ry is planned or patient affected by blood loss. Bleeding hemophilia A
patients, or pat ients having hypo or dysfibrinogenemia are the other indicatio
ns for choosing it [3, 78]. Sometimes platelet-rich plasma is used in veterinary
practice. In small -sized animals it is more useful because in larger dogs it i
s difficult to gain enough volume and man agement of platelet count. An alternat
ive to platelet-rich plasma are frozen platelet conce ntrates [79]. For expansio
n of plasma volume, different types of colloids as dextran s and hetastarch are
used as alternatives to blood products. Altering hemostasis is one of the proble
ms of dextrans and hetastarch. Oxyglobin is a hemoglobin-based oxygen carrier. I
t is a pproved for use in the dog in 1998. In emergency situations it is used in
stead of blood products when there is limited time for preparing it or performin
g compatibility testing [3, 8 0]. In clinical signs of anaemia and as a therapy
for carbon monoxide po isoning oxyglobin is used in cats. Because it is a potent
colloid (colloid osmotic pressure 43 mmHg), the main risk associated with admin
istration is volume overload. In patients with nor movolaemic anaemia conservati
ve administration rates are needed such as as low as 0.2-0.4 m l/kg/h and to a m
aximum of 1 ml/kg/h. Careful monitorization of patients with pa ying particular
attention to their heart and respiratory rate is recommended [81, 82]. A recent
study described the clinical outcome in dogs experiencing mas sive transfusion.
Also this study documented predictable changes in electrolytes and coag ulation
status. Massive transfusion is different from usual transfusions in terms of v o
lume and rate of blood transfusion and blood components administered. Transfusio
n of a v olume of whole blood or blood components has been described as massive
transfusion. T he administrated blood is greater than the patient s predicted bl
ood volume within a 2 4-hour period or arranged as replacement of half the patie
nt s predicted blood volume in 3 hours. In a study, massive transfusion receivin
g dogs were investigated and in this study the mean volumes of pRBCs was 66.5mL/
kg and FFP was 22.2mL/kg. As a result of this mean plasma, RBC ratio was 1:3. Af
ter transfusion clinicopathologic changes consists of electro lytes disturbances
, dilutional coagulopathy, ionized hypocalcemia and hypomagnesemia and prog ress
ive thrombocytopenia and prolongation of prothrombin and activated partial t

hromboplastin times [41, 83]. 6. Preparations used for transfusions and blood tr
ansfusions indications The gold standard approach is that the donor and recipien
t are crossmatched before administration. Administration is maintained mainly in
travascular with th e use of peripheral or centrally placed catheter. Also intra
osseous catheters can be used to administer all blood products. It is useful in
collapsed neonatal pati ents where vascular access is difficult [43, 75, 84]. Bl
ood Cell An Overview of Studies in Hematology 332 In acute hemorrhage, anemia, d
ecreased red cell mass, severe methaemogl obinaemia, paracetamol toxicity, chron
ic non-regenerative anaemia, coagulation disord ers, and thrombocytopenia fresh
whole blood is used [1, 45]. The reason of anaemia in cats requiring transfusion
are haemorrhage and primary immunemediated haemolytic anaemia. Hemorrhage is ca
used as a result of perior postoperative bleeding, trauma, gastrointestinal blee
ding, abdominal neoplasia, primary immunemediated thrombocytopenia and coagulopa
thies [85, 86, 87]. Also in a number of i nfectious diseases anaemia is reported
such as especially feline immuno-deficiency virus ( FIV) and feline leukaemia v
irus (FeLV) infections, and feline infectious peritoni tis [88, 89]. Other infec
tious diseases which cause anemia are Ehrlichia species, Bartonella species, Hae
moplasmas (Mycoplasma haemofelis, Candidatus Mycoplasma haemominutum and Candidatus
Mycoplasma turicensis), Anaplasma phagocytophilum, Neorickett sia risticii, Cyta
uxzoon felis and Rickettsia felis have additionally been associated with anaemia
[43, 90]. The indication of whole blood is in a patient whom needed several blo
od componen ts or has acutely lost more than 50% of its total blood volume. When
50% of total blood vo lume is lost oxygen carrying capacity and oncotic activit
y should be recovered. In anemia, st ored whole blood is used. For anemic animal
s packed erythrocytes especially those with volume overload are prefered. For ti
ssue reoxygenation the transfusion of pack ed RBCs are used. They are also usefu
l for normovolemic, anemic patient. Before administration, to dilute any potenti
ally damaging antibodies these erythrocytes can be washed with saline. Re friger
ated whole blood should be warmed to room temperature. Before administration it
sould be gently agitated to resuspend the red blood cells. Infusion rate is limi
ted by colder blood which has a higher viscosity [3, 41, 91].

The usage of transfusion of fresh-frozen or stored-frozen plasma (FFP) are as fo


llows; lack of coagulation factors associated with hepatic insufficiency, disse
minated i ntravascular coagulation (DIC), vitamin K deficiency, rodenticide toxi
cosis, liver in sufficiency, biliary tract obstruction, sepsis/multiple organ dy
sfunction syndrome, pancreatiti s, hypoalbuminemia, and DIC without associated l
aboratoryproven coagulopathy, malassimilation syndrome, chronic antibiotic use,
a need for plasma volume expan sion, or a massive blood loss within a few hours.
Other It is also used in con genital or a hereditary deficiency in coagulation
factors (i.e hemophilia A, B, or von Willebr and s disease and hypoproteinemia),
[1, 3, 39]. Plasma (FP or FFP) is used especially i n the emergency conditions
like excessive protein loss such as enteropathy, nephropathy, exudative dermatit
is or inadequate intake. It is not appropriate for using as l ong-term source of
protein in these patients [3, 92]. In cats, reactions have not been reported fo
llowing transfusions of FFP [46]. The collection and re-transfusion of the cats o
wn blood is called auto transfusion. It is a useful technique in an emergency si
tuation. It can be obtained when a nimals bleed into body cavities. It should no
t be used if the blood is contaminated with urine, ba cteria or bile. Blood is c
ollected from the body cavity in a sterile manner. After t hat it re-transfused
into Principles of Blood Transfusion 333 the patient through an appropriate fitl
er. To prevent clotting anticoag ulant like acid citrate dextrose should be incl
uded at a ratio of 1:7 [39, 43]. 7. Transfusions reactions The indication of tra
nsfusion reactions can be immunologic or nonimmuno logic. They can be immediate
or delayed. Antibodies to surface antigens of transfused erythrocytes cause immu
ne-mediated hemolytic reactions. According to surface antigens canine blood is g
rouped. For six of these antigens typing is available. Except DEA 4, canine uni
versal donor is negative for all dog erythrocyte antigens (DEAs). Universal dono
rs should be examined. If other donors are known to be compatible with the recip
ient they can be also used. Acute hypersensitivities mediated by IgE antibodies
are one of the possible immunologi c reaction. The other can be leukocyte or pla
telet sensitivity caused by recipient antibodies to the donor s white cells or p
latelets. The mechanisms of nonimmunologic reac tions are various. According to
the specific reaction the type and severity of clinical

signs vary [17] Adverse reaction occurs in 2 types. First one is immediate react
ion and follo wing transfusion it occurs within 1 to 2 h. Second is delayed reac
tion and it may begin within days, months, or years later [17]. Adverse reaction
varies from mild (fever) to severe (death). Transfusion reactions can be acute
or delayed. In animals receiving incompatible t ransfusions, acute intravascular
hemolysis with hemoglobinemia and hemoglobinuria may be se en. Acute hemolytic
reaction is the most serious transfusion reaction that can b e prevented. It is
an immunological reaction and it happens when circulating natural or acqui red a
ntibodies towards donor erythrocytic antigens are given. Hemoglobinuria, vasocon
str iction, renal ischemia occur due to intravascular hemolysis. Intravascular h
emolysis d etermine clinical signs. Disseminated intravascular coagulopathy (DIC
) can be caused by r elease of thromboplastic substances. Secondary to the relea
se of vasoactive substa nces, hypotension and shock can ocur. Also acute renal f
ailure and death can develop. After transfusion a decrease in hematocrit between
2 days and 2 weeks resulted in suspici on of delayed hemolysis. As a result of
extravascular hemolysis, hyperbilirubinemia and biliru binuria may occur. In dog
s clinical signs are as follows: fever, tachycardia or b radycardia, hypotension
, dyspnea, cyanosis, excessive salivation, tearing, urination, defecation, vomit
ing, collapse, opisthotonos, cardiac arrest, hemoglobinemia, and hemoglobinuria.
When an acute hemolytic reaction occured transfusion sould be interrupted at on
ce and shock should be treated. Also blood product being used sould be checked o
ut and the steps that led to the transfusion sould be examined [1, 3, 17, 93]. T
o detect transfusion reactions earlier requires careful evaluation of patient s
behavior, vital signs, and perfusion before, during, and after a RBC transfusion
. Preand post-transfusion measurement of PCV and total solids for example instan
tly and at 24 hours are ne eded. Also evaluation of the plasma and urine for the
presence of Hgb is done [41]. In the dog the acute hemolytic reaction is rare b
ecause in this spec ies naturally occurring anti-erythrocytic antibodies prevale
nce is low [3]. Alloantibodies against the c ommon canine erythrocyte antigens 1
.1 and 1.2 do not exist in dogs. As a result of this generally first Blood Cell
An Overview of Studies in Hematology 334 transfusion can be safely given without
regard for donor blood type. Thus the re cipient can be sensitized to immunogen
ic antigens (i.e 1.1, 1.2, 7, and others). On first tr

ansfusion it can cause shortened survival times of the transfused cells. Subsequ
ent pred isposition to severe transfusion reaction can develop. DEA 1.1 which is
the strongest antig en in dogs, leads to the most severe transfusion reaction [
1]. In the second transfusion es pecially when DEA-1 type blood is applied twice
to a DEA- 1-negative dog there is more risk [3]. In cats receiving typed or cro
ssmatched transfusions low rates of tran sfusion reactions have been indicated.
Transfusions with whole blood or packed red blood cells transfus ion reactions w
ere reported [45]. But transfusions with FFP no reactions have been reported in
cats [46]. Initial or subsequent AB-mismatched transfusions in cats can cause ac
ut e hemolytic incompatibility reactions. Erythrocytes are destroyed immediately
in cats because of alloantibodies. On the contrary in dogs, delayed transfusion
reactions are more often occur. A type B transfusion to type A cat causes mild
signs. In this situation shortene d erythrocyte survival can occur. This causes
ineffective therapy. Acute hemolytic tr ansfusion reaction with massive intravas
cular hemolysis with serious clinical signs occurs in type A transfusion to a ty
pe B cat. These symptoms may occur even if it is the first transfusion. Type AB
or A blood can be received by type AB cats safely [1, 94]. The transfusion shoul
d be stopped immediately if a transfusion reaction is suspected. The recipient s
ould be monitored continually for follow up. The most severe is acute haemolytic
transfusion reactions developing as a result of naturally occurring alloantibod
i es [32]. Clinical signs are restlessness, vocalisation, tachypnoea, bradycardi
a, t achycardia, hypotension and hypertension. Pyrexia is seen frequently as a r
esult o f reactions to donor leukocytes, platelets and plasma proteins. As a res
ult of binding by citrate, th ere is potential for hypocalcaemia when administer
ing large volumes of blood products. Thus, if t he patient is showing clinical s
igns of hypocalcaemia calcium should be measured [38, 43]. The next hour after t
ransfusion nonhemolytic fever can ocur as adverse reactions. If contaminated blo
od products applied by mistake, fever may occur in an acute hemolytic reaction i
n association with septicemia. Vomiting or diarrhea can be s een after plasma ad
ministration. Rarely urticaria may cause trouble to patient. It can be treated w
ith antihistamines, with or without glucocorticosteroids. If whole blood is admi
nistered with rapid administration of a large volume of blood component to normo
volemic cats o r smallsized dogs hypervolemia can be observed. Hypervolemia can
result in pu lmonary edema. Cough, tachypnea, dyspnea, or cyanosis can occur due
to hypervolemia. Treatment can be

done by stopping the transfusion, administering diuretics (furosemide) t o reduc


e pulmonary edema, and providing oxygen support [3,72, 93]. The recipient should
be carefully examined before the procedure. Its heart rate , respiratory rate,
mucous membrane colour, capillary refill time and temperature sou ld be recorded
. Also the PCV and total plasma protein should be recorded [43, 51] . Delayed ad
verse transfusion reactions are consist of delayed hemolytic reaction, transmiss
ion of infectious disease, and posttransfusion purpura. Posttran sfusion purpura
Principles of Blood Transfusion

335 has been reported in the dog. It is characterized by the appearance of sever
e thrombocytopenia in the week following a second transfusion. [3, 95, 96]. Anem
ia, regardless of underlying cause, is troublesome for clinicians in respect to
stabilising and supporting the patient. The survival rate of all reaso ns for a
transfusion is 84% in the first 24 h. It is 75% for blood loss anaemia and 49.6%
for ineffectiv e erythropoeisis at 10 days [43, 97]. 8. Cross-Matching blood Th
e incompatibilities between the donors red blood cells and recipients plasma are i
dentified by major cross-match. The incompatibilities between the donors plasma a
nd recipients red blood cells is identified by a minor cross-match [43]. Cross-Ma
tching usually is identified as either major or minor cross-matches. major cross-matc
nclude putting patient serum into donor cells and determin e the presence of agg
lutinating and/or hemolytic antibodies in the patient aganist the do nor antigen
s. The principle of this test is hemolytic or agglutinating reaction. In this te
st the reagent or antibody reacts with the RBCs. Serological discordance between
a candidate donor and the patient is identified by the crossmatching. It does n
ot determine the blood group [3]. A positive in vitro reaction is caused by the
presence of antibodies. I n patients that had no antibodies at the time of trans
fusion, a mild reaction can be seen i n 4 to 14 days after mismatched transfusio
ns. When blood is transfused to a patient in whic h antibodies are already prese
nt, a severe reaction occurs. This antibody can be developed by eit her naturall
y occurring or as a result of a previous mismatched transfusion. Further more, h
igh concentrations of antibodies can be caused by isosensitization from tra nspl
acental immunization. In dogs that have received transfusions before, a crossma
tch should always be performed. A minor cross-match include putting donor serum
into patient eryt hrocytes.

This step is not necessary for the donor whom previously tested negat ive for an
tibodies. Transfusing packed or washed erythrocytes rather than whole blood can
prevent administration of antibodies in donor blood against patient erythrocytes
[1]. Before transfusion the reason of analysis with these methods are to preven
t acut e hemolytic reaction due to transfusion, to provide optimal lifetime of t
he transf used RBCs, to prevent next discordant blood transfusions and to preven
t neonatal isoerythrolysis [3]. Because there are blood types that have not been
described and it is not possibl e to type for Mik it is recommended that crossmatching is performed before any tran sfusion. If the recipient has received a t
ransfusion before more than 4 days cross-mat ching should be performed [98]. 9.
Principles of blood transfusion in horses Horses have eight RBC groups or system
s: A, C, D, K, P, Q, U, and T. The first seven systems are recognized by the Int
ernational Society of Animal Blood Gr ouping Research. Blood Cell An Overview of
Studies in Hematology 336 Blood-typing antiserum is not readily available for h
orses. Because of this to identify suitable donors equine blood-group testing ca
n be performed by only fe w diagnostic laboratories. Over 30 different factors h
ave been identified within the se seven equine systems. Experimentally many more
systems have been identified [99, 1 00]. Red cell antigens Ca, Aa, and Qa are p
lay an important role in transfusion re actions and neonatal isoerythrolysis. Th
ere is no universal equine blood donor. Because of this to prevent inadvertent s
ensitization of brood mares against the two most common alloantigen s (Aa and Qa
) involved in neonatal isoerythrolysis, the preferred donor should be negative f
or factors Aa, Qa, and Ca [100, 101]. Aa and Qa alloantigens are most immunogen
ic, and most neonatal isoerythrolysis cases are associated with anti-Aa or Qa an
tibo dies. The horse is clinically relevant for blood group incompatibilities. I
t is the only livestock species for this situation. Blood group antibodies can l
aed to transfusion reactions or NI and can be found in horses either naturally or as
a result of a blood group incompatible pregnancy [2]. A donkey RBC antigen that
has not been found in the horse has been identified, it is unique to the donkey
and the mule [1]. In horses, requirement of blood transfusion include correctio
n of anemia arising from acute blood loss secondary to trauma, surgical complica
tions, ruptured uterine artery, guttural

pouch mycosis, and neonatal isoerythrolysis [99, 102]. Generally, whole blood tr
ansfusions are applied to horses that have acute blood loss caused by trauma, su
rgery, or some other conditions like splenic rupture or uterine artery hemorrhag
e. The transfusion recovers blood volume and oxygen-carrying capacity i n cases
of blood loss. There is no certain indicative variables for the beginning of tra
nsfusion so that physical examination and clinicopathologic parameters should b
e used to make the transfusion decision. In cases of acute hemorrhage one sould
remember that the p acked cell volume (PCV) may be normal for up to 12 hours bec
ause of the time required for fluid redistribution and the effects of splenic co
ntraction. As the horse is rehydrated with intravenous fluids, serial monitoring
of PCV and total protein (TP) can estimate the amount of blood loss. The transf
usion decision is made by suspection of larg e volume blood loss, together with
tachycardia, tachypnea, pale mucous membranes, lethargy, a nd decreasing TP. Dur
ing an acute bleeding episode when the PCV fall under 20%, bl ood transfusion is
probably required. In acute severe cases, transfusion may be required before th
ere is a significant fall in PCV. PVC shows the need for beginning of transfusio
n in chro nic anemia better whereas in acute hemorrhage, with transfusions propo
sed for hors es with demonstration of tissue hypoxia and a PCV less than 10-12%
[103, 104]. Blood is collected and stored in glass bottles containing acidcitrated
ext rose (ACD). The method traditionally used for collecting blood from donor ho
rses. Glass bottles containing ACD are easy and suitable for rapid vacuum blood
draw. Because of th is they are recommended for equine whole-blood collection. F
or equine whole blood the optima l storage method is commercial citratephosphatede
xtrose with adenine (CPDA-1) bags [105, 106 ]. Packed RBCs (pRBCs) are specified
for normovolemic anemia (i.e neonatal isoerythrolysis, erythropoietic failure,
and chronic blood loss). Markers of tissue oxyg enation, for example Principles
of Blood Transfusion 337 lactate and oxygen extraction are useful in chronic or
hemolytic anemi a cases. In horses, disseminated intravascular coagulation, clot
ting factor deficiency, hypoal buminemia, decreased colloid oncotic pressure, an
d failure of transfer of passive immunity (FPT) are treated by plasma [104]. Col
loid is usually used in patients with a total protein less than 4 .0g/dL or seru
m albumin concentration less than 2.0g/dL. When there is oncotic pressure less t
han 14 mmH

g, clinical symptoms like ventral edema, and conditions which increase microvasc
ular permeability like sepsis are other indications for colloid usage [104]. Acc
ording to plasma obtained by plasmapheresis and centrifugation prepar ations, pl
asma prepared by gravity sedimentation contains greater numbers of erythrocytes
and l eucocytes. The risk of a transfusion reaction can be increased by these ce
lls. During stora ge leukocytes can degranulate and fragment and release pyrogen
s and proinflammatory s ubstances [107, 108, 112]. Multiple hyperimmune plasma p
roducts are avaible with bacterial or vira l specific antibodies. For the treatm
ent of equine endotoxemia, the efficacy of E . coli (J5) and Salmonella tiyphiim
iriuni hyperimmune plasma has proved to be useful in some rep orts; in contrast,
there are some reports which disapprove the utility of such products. For the p
rotection of R. equi, the use of Rhodococcus equi hyperimmune plasma has also be
en controversial. For treatment of specific disease additional plasma produ cts
like botulism antitoxin, West Nile virus antibody, and Streptococcus equi antibo
dy are usable. In general equine practice plasma is administered to neonates to
provide protective immunog lobulins. Protective immunoglobulins are used for tre
atment of failure of transfe r of passive immunity or prophylaxis against Rhodoc
occus equi. Also, the albumin con tent of the plasma used as a colloid for circu
latory volume support and in the t reatment of proteinlosing enteropathies. In h
orses heritable and acquired coagulopathies ca n occur. Specific coagulation fac
tors are not available for supplementation. Also indicati ons include coagulopat
hies, protein-losing nephropathy and protein loss through third spacing into a b
ody cavity (occurring with peritonitis or pleuritis) [104, 109-113]. Fresh froze
n plasma must be separated and frozen within 8 hours of blood collect ion. Then
it can be colder at -18 C and stored for up to 1 year. Frozen plasma is considere
d as plasma separated any time after 8 hours of blood storage [112, 114, 115].
9.1. Blood donor selection Healthy, young gelding weighing at least 500 kg is th
e ideal equine blood donor. Donor horses should be performed current vaccination
s. To prevent from equine infectio us anemia donors should be tested each year.
RBC antigens Aa and Qa are the m ost immunogenic antigens. Because of this in th
e ideal donor, the Aa and Qa alloanti gens should be absent. There are breed-spe
cific blood factor frequencies. Thus a donor of the same breed as the recipient,
particularly when blood typing is absent may be preferable. Horses that have

taken blood or plasma transfusions and mares that have had foals are not appropr
iate as Blood Cell An Overview of Studies in Hematology 338 donors. Because they
have a higher risk of carrying RBC alloantibodies . Donkeys have a RBC antigen
known as "donkey factor". Horses do not have this antigen . Thus donkeys or mule
s should not be used as donors for horses because horses can dev elop anti-donke
y factor antibodies if transfusion takes place [1, 104, 116]. An immediate blood
transfusion can be applied for the first time in an emergency situation with a
very minor risk of serious transfusion reaction. Horses can de velop alloantibod
ies within 1 week of transfusion. Thus blood typing and crossmatching are recomm
ended before a second transfusion is given. A second blood transfusion may b e g
iven confidently without a blood crossmatch within 2-3 days of the first transfu
sion. Blood typing and alloantibody screening can be used for the transfusion ne
eded patient to find the most suitable donor horse. Blood typing and antibody sc
reening before initia l transfusion are more important for horses. Because subse
quent blood transfusions are an ticipated and if sensitized to other blood group
factors broodmares may produce foals w ith neonatal isoerythrolysis (NI). For d
etection of equine RBC antigens Ca and Aa, a rapid ag glutination method has bee
n developed. It can be more suitable for pretransfusion testing [9 9, 103, 104].
9.2. Collection techniques Blood is collected from the jugular vein of the dono
r horse. For this purpose tw o way used; direct needle cannulation or catheterization. When a large volume of blood is r equired, a 10 or 12 gauge catheter is
recommended. A 14 gauge catheter is also sufficient. Pla stic bags and vacum-col
lection glass bottles in sizes ranging from 450 mL to 2 L a re suitable for bloo
d accumulation. Anticoagulation with 3.2% sodium citrate is enough when b lood i
s received for immediate transfusion. In saline-adenine-glucose-mannitol solutio
n red blood cell concentrates stored and they can be used for transfusion for up
to 3 5 days after blood accumulation. Equine blood storage condition resemble t
o canine and human blood storage condition. According to both in vitro tests and
human parameters after 35 days of storage equine erythrocytes remain appropriat
e for transfusion. Fresh frozen plasma is o btained by separation of erythrocyte
s and plasma. Both of them can be used alone . RBC survival evaluation sould be
doen in vivo [104, 117]. To allow separation of red blood cells by gravity sedim
entation the b

lood is stored in a refrigerator at 5 C for 48 hours in an upright position. Then


the pl asma is decanted into a sterile 3-L bag with sterile plastic connecting
tubing using gravity. 3-L bags containes a constant weight of plasma (3.4 kg). T
he red cell fraction is thrown out. The pla sma bags are sealed, labeled with th
e horses name and the date of decantation. They are stored at -20 C until needed f
or plasma transfusion [112, 118]. 9.3. Administration In acute blood loss cases,
PCV is usually impractical for estimation of volume to be transfused because it
does not exactly indicate blood loss. Instead of this the volume of blood neede
d are predicted by estimation of blood loss and evaluation of clinical Principle
s of Blood Transfusion 339 parameters. Fluid shifts will replace much of the cir
culating volume s o between 25% and 50% of the total blood lost should be replac
ed by transfusion. Pay attention sou ld be give to that up to 75% of RBCs lost i
nto a body cavity like hemoperitoneum are within 24 -72 hours autotransfused bac
k into circulation. Thus in cases of intracavitary he morrhage lower percentages
of blood volume replacement can be needed. To remove small clots and fibrin blo
od and plasma products should be given with an in-line filter [104, 119]. 9.4. A
dverse reactions Blood should be given at a rate of approximately 0.3mL/ kg over
the first 10-20 minutes for monitoring the transfusion reactions. Heart rate, b
ody temperature, and respiratory rate sould be monitored. Additionally horses ha
ve to be monitored for signs of muscle fasciculation, piloerection, and urticari
a. Urticaria, hemolysis, pruritis , edema, tachycardia, tachypnea, pyrexia, coli
c, changes in mentation and acute anaphylactic reactions are adverse reactions i
ndicated in horses taking blood transfusions. The rate of a dverse reaction to W
B transfusion has been reported as 16% which are mild urticarial reactio ns and
worsening hemolysis. Also 1 of 44 horses (2%) exhibit a fatal anaphylactic react
ion [103, 113]. Transfusion reactions may vary from mild urticarial reactions to
anaphy laxis. They are divided into immunogenic and nonimmunogenic reactions. I
mmunogenic reactions inc lude anaphylaxis, hemolysis, fever, hives, acute lung i
njury, posttransfusion purpura, immunosuppression, and neonatal isoerythrolysis.
Nonimmunogenic reactions include circulatory overload, bacterial contamination,
citrate toxicity, coagulopa thy, hyperammonemia, and transmission of disease. I
n horses that have receiv

ed fresh frozen plasma serum hepatitis has been observed [52, 93, 112, 120]. In
a second plasma or blood transfusion there exists risk for severe adverse reacti
ons in dogs. Also there is a risk of development of neonatal isoerythrolysis in
gravid mares. The risk is much more in whole blood transfusions [26, 33, 112]. I
n horses suffered from normovolemic anemia polymerized ultrapurified bo vine hem
oglobin (PUBH) improves hemodynamics and oxygen transport parameters . During in
fusion to be informed about any adverse reactions patients should be monitored c
losely. Intense pruritus, tachycardia, and tachypnea can be resolved shortly af
ter stopping the infusion [121]. 10. Principles of and indications for blood tra
nsfusion in ruminants and camelids Eleven blood groups have been classified in c
attle. The greatest clini cal relevance is in groups B and J. The B group is ext
remely complex, thus closely match ed transfusions are very difficult. Newborn c
alves do not have the J antigen. During the first six m onths of life they gener
ally acquire it. Cows can be sensitized to erythrocyte antigens by vac cinations
of blood origin like some anaplasmosis and babesiosis vaccines. As a resu lt of
this neonatal isoerythrolysis in subsequent calves occur. [1]. Blood Cell An Ov
erview of Studies in Hematology 340 Seven blood groups have been classified in s
heep. The B group in these animals i s resemble to the B group in cattle, and th
e R group is resemble to the J gr oup in cattle. For example, antigens are solub
le and soluble antigens passively absorbed to erythro cytes. In the goat, five b
lood groups are identified which resemble to those of sheep [1]. Blood group AO e
xpression is affected by 16 porcine blood groups and the S gene. Carbohydrate an
tigens like AO blood group antigens and minor histocompatibility antigens can be
important targets for the immune response to transplanted organ s or tissues. T
hese antigens remain an unknown and untested variable in many transplant st udie
s using pigs. Depending, on work performed in some Europian country pig blood gr
oups developed and expanded largely. The source of blood typing reagents is espe
cially fr om isoimmune sera. Most antibodies behave as agglutinins and a few as
hemolysins. Interna tionally sixteen genetic systems are recognized [2, 122-124]
. In two domestic South American camelids, Ilama and alpaca, our knowledge is li
tt le about group variation. Six blood groups factors were identified (e.g A, B,
C, D, E and F) . from isoand heteroimmune sera constituted for these animals [2
].

In ruminants and camelids indications for WB and plasma transfusion are similar
to horses. Chronic anemia may be a more common problem in ruminants. Gastrointes
t inal parasites, particularly Haemonchus contains, and ectoparasites (e.g. Haem
atopinus sp p. and Linognathus spp.) are causes of chronic blood loss anemia, an
d iron-de ficiency anemia. These can affect neonatal calves [104, 121, 125]. Stu
dies with camelids and bovines has showed that the neonatal intesti ne can only
successfully absorb colostral immunoglobulins for 1224 hours postpartum. Passive
transfer (FPT) is failed in 19% to 24% of neonatal camelids. A common indicat io
n for plasma transfusion in neonatal calves and crias is failure of transfer of
pa ssive immunity. Hyperimmune serum products are existing for subcutaneous and
intramuscul ar dosing in ruminants. These are products with antibodies against E
. coli, Pasturel la, Aercanobacter pyogenes, Salmonella typhimurium and Clostrid
ium [104, 126-129]. An integral component of neonatal camelid care is IV plasma
transfusion. It is u sed for the purpose of antibody supplementation and fluid r
esuscitation in critical illness. Neonates are immunocompetent at birth but due
to initial postpartum absorption of colostrum f or passive acquisition of immuno
globulins (especially IgG) they are severely hypogammaglobu linemic [130, 131].
In cattle, the first blood transfusion should usually be safe, regardl ess of th
e donor. Jnegative donor is ideal. Because agglutination reactions do not develo
p , routine crossmatching is not useful in ruminants. First transfusions are usu
all y safe to apply without a blood cross-match but crossmatching is recommended
when more than 48-72 hours have passed away since the first blood transfusion.
Blood donors should not have disease like bovine leukosis virus, anaplasmosis, a
nd bovine viral diarrhea viru s [104]. Total blood volume estimated in cattle is
80 mL/kg. From the donor animal up to 20-25% of total blood volume can be remov
ed. Usually needle cannulation or jugul ar catheterization Principles of Blood T
ransfusion 341 used in this situation. Blood can be collected into bottles or ba
gs using citrat e anticoagulant (e.g CPDA-1) in equine transfusions [104]. Blood
samples can be taken from the jugular vein in sheep. A 500 ml transfer bag syst
em including a needle can use for the storage. These bags include 70 ml of CPDA1-stabiliser. Then the blood should be put into four 150 ml transfer bags. These
bags can be s tored on a

horizontal shaker. It shows the best preservation of platelet function. Also it


can be used for the storage experiment consecutively [132]. Platelet count and a
ggregability of CPDA-1-stabilised ovine blood is kept most c ovenient at room te
mperature. It provides adequate haemostatic function for ex vivo experiments for
one working day. In ovine blood functional loss and high percentage o f platele
ts within aggregates can be observed at refrigerator temperature. This should be
considere d in blood transfusion in sheep [132]. 10.1. Administration and adver
se reactions In order to monitor transfusion reactions blood should first be tra
nsp orted slowly. Ruminant blood type discordance result in primarily complement
-mediated hemolysis. Volume overload should not be given. Also in neonates and s
mall ruminants volume should carefully be given [104]. Intestinal absorption of
antibodies declines sharply within the first 24 hours p ostpartum. For treatment
of crias with failure of passive transfer (FPT) IV or intraperitoneal administr
ation of 2040 mL/kg of camelid plasma is recommended. In compromised neonates req
uiring fluid resuscitation IV administration of plasma is generally preferred. I
t is used for the correction of FPT and colloid support. In foals during extensi
ve plasm a volume expansion careful monitoring is needed to prevent cardiopulmon
ary complications. F ollowing IV plasma administration the cardiovascular and pu
lmonary effects of plasma volume expansion have not been specifically worked out
in camelids. But in s everal species (i.e sheep and cat) plasma volume overexpa
nsion depending on excessive IV f luid administration has been associated with r
educed lung function and pulmo nary edema formation in clinical and experimental
settings. In addition according to measures in presumed hypovolemic human patie
nts administration of colloids can induc e a greater reduction in lung function
than crystalloids [130, 133-137]. Measurable plasma volume expansion and a concu
rrent reduction in pulmonary funct ional residual capacity (FRC) is caused by IV
administration of 30 mL/kg ca melid plasma to neonatal crias. In healthy neonat
al crias administration of this quanti ty of plasma seems to be safe. But with u
nderlying cardiopulmonary or systemic disease changes in lun g volume associated
with plasma administration could create risks for crias (131). Adverse effects
of transfusing blood stored for prolonged periods in l amps is encountered more
often in patients with reduced vascular nitric oxide levels becau se of endothel
ial dysfunction. These patients can benefit from transfusion of fresh PRBC if av
ailable. Also

Blood Cell An Overview of Studies in Hematology 342 inhaled nitric oxide supplem
entation can prevent pulmonary hypertension associated with transfusion of store
d PRBC [138]. In previously untransfused pigs, hemolytic transfusion reactions d
o not appear t o develop. But there have been two reports about adverse reaction
s in pigs under going liver transplants by the use of AO incompatible transfusion
s. Pulmonary hypert ension and decreased fibrinogen with an associated increase
in fibrin degradation products occured in pigs that received AO incompatible tran
sfusions [139]. In a study, two pigs that administered AO incompatible blood tran
sfusions during liver transplants died bec ause of disseminated intravascular co
agulation (DIC), bleeding and progressive hypotensi on [140]. 11. Conclusion Vit
al part of veterinary emergency and critical care medicine is trans fusion medic
ine. It is also therapy of some disease of patient. Blood and blood products can
be obtaine d through the purchase of blood products or donors. Potentially fata
l adverse transfusion reactions risk is higher in cats than in dogs. Also, adver
se transfusion reactions a re very important for large animals. By using known d
onors and screening assays that permit detection of incompatibility of blood typ
ing or crossmatching, the risk can be decreased in b oth species. Author details
Nuri Mamak Department of Internal Medicine, Faculty of Veterinary Medicine, Uni
versity of Mehmet Akif Ersoy, Turkey smail Aytekin Department of Internal Medicin
e, Faculty of Veterinary Medicine, University of Balikesir, Turkey 12. Reference
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Haeringen H and Rietveld FW. The rol


porcine orthotopic liver transplanta t
AG, Halliday JP, Drummond JM, Bookal
technique for orthotopic liver trans

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