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There is a dynamic interaction and co-evolution between bacteria and the hosts in which they reside. Bacteria have evolved adherence organelles, secretion systems, and/or the ability to produce toxins that enable their productive infection of host phagocytic and non-phagocytic cells. The bacteria must also contend with recognition and antimicrobial activities of the host immune system. The host immune system is comprised of innate and adaptive components including physical and chemical barriers, immune cells, the complement system, and other components of humoral immunity. While many bacteria are susceptible to killing and clearance by the multilayered host immune response, some pathogenic and opportunistic bacteria have evolved mechanisms to infect a variety of host cells and subvert clearance by the host immune response 1. Neisseria gonorrhoeae is one example of a bacterial pathogen that is highly adapted to persist in its human host. N. gonorrhoeae readily colonizes the luminal surfaces of mucosal epithelial cells of the urogenital tract, pharynx, conjunctiva, and rectum. Colonization triggers the abundant recruitment of neutrophils at mucosal sites. Neutrophils are professional phagocytes that possess a variety of antimicrobial processes to kill microorganisms; however, N. gonorrhoeae is capable of surviving in the presence of neutrophils 2-5. Understanding how bacterial pathogens such as N. gonorrhoeae subvert, suppress, and hijack the immune response to ultimately survive in normally hostile host environments is crucial to the development of new therapies for combating infectious diseases.
Experimental protocols often used to investigate bacterial survival in host cells include colony count assays, gentamicin protection assays, and electron microscopy. In colony count assays, a population of infected cells is lysed (for instance, with a detergent to which the bacteria are resistant) to liberate the bacteria. The lysates are diluted and plated on agar-based media, and colony-forming units in the lysates are enumerated for each time point and/or experimental condition. This approach reports the viability of the entire bacterial population but is not capable of differentiating between intracellular and extracellular survival. A variation on the colony count assay, the gentamicin protection assay, specifically measures intracellular bacterial survival, based on the inability of the antibiotic gentamicin to cross the eukaryotic plasma membrane 6. However, this assay is dependent on the bacteria being susceptible to killing by gentamicin (or another antibiotic that is similarly eukaryotic membrane-impermeant) and the inability of the antibiotic to have access to internal bacteria. Therefore, a gentamicin protection assay may not be effective for examination of all bacterial species or when examining bacterial survival in highly pinocytic cells such as neutrophils. Neither of these approaches reveals the subcellular localization or other behavior of individual bacteria (e.g. if the bacteria form aggregates or microcolonies that behave differently from individual bacterial cells). Another frequently used approach to examine the viability of individual external and internal bacteria is thin-section transmission electron microscopy (TEM). This approach is advantageous in that it can provide information regarding the location of the bacteria in host cells (e.g. phagosome, cytoplasm, autophagosome), which can be further investigated by immunoelectron microscopy with gold-coupled antibodies against subcellular markers. However, electron microscopy is not especially sensitive at assessing bacterial viability. When embedded sections are stained with uranyl acetate, lead citrate, or other electron-dense reagents and imaged by electron microscopy, electron-dense bacteria are considered viable and electron-lucent nonviable 7,8. However, this assumption overestimates bacterial viability, since only those dead bacteria with severely disrupted membranes and devoid of cytoplasm appear electron-lucent. In addition, some bacterial species may display a range of electron densities depending on their stage of growth, making it difficult to determine viability.
As an alternative or in addition to these widely used methods, here we provide protocols and rationale for the use of fluorescent dyes that indicate bacterial viability to assess the survival of bacteria attached to and internalized by host cells. To identify extracellular bacteria, infected cells are first exposed to a fluorescent reagent, such as a lectin or bacteria-specific antibody. The infected cells are then permeabilized and exposed to DNA-specific dyes that are differentially accessible to bacteria with intact vs. degraded membranes, as a surrogate for bacterial viability. In the first protocol, the membrane permeable dye SYTO9 identifies the total bacterial population, while propidium iodide is only accessible to those bacteria that have compromised membranes and are thus considered nonviable. Propidium iodide and SYTO9 have been used to evaluate bacterial viability in biofilms, discriminate pathogenic from nonpathogenic bacteria, and enumerate viable water-borne bacteria 9-12. In the second protocol, 4',6'-diamidino-2-phenylindole (DAPI) identifies total bacteria, while SYTOX Green is only accessible to the nonviable population. These viability dye pairs can be combined with immunofluorescence to determine each bacterium's location in relation to a protein of interest, for instance to define bacterial subcellular localization. The use of these assays provides key insight into the interactions that result in bacterial killing or survival during infection of host cells. The protocols outlined in this article were used to assess the viability of N. gonorrhoeae that is attached to and inside primary human neutrophils, including in different populations of neutrophil phagosomes 5,13,14. However, these protocols can be applied to assess viability of gram-positive and gram-negative bacteria in professional phagocytes, non-professional phagocytes, and protozoa 15-24.