Apoptosis, or programmed cell death, is a highly-regulated physiological process that occurs in most multicellular organisms and is crucial for their development and homeostasis1. In addition to being involved in normal cell turnover and embryonic development, apoptosis enables the elimination of infected or damaged cells from tissues and can be triggered in response to infection, inflammation, cancer, and also by medical interventions such as radiotherapy or steroids1. Apoptotic cells expose "eat-me" signals on their cell surface which are recognized by receptors on a range of professional and non-professional phagocytes, collectively referred to as "efferocytes". Engagement of these receptors induces the uptake and degradation of the apoptotic cell by the efferocyte through a process known as efferocytosis2,3. Phosphatidylserine is the best characterized eat-me signal driving efferocytosis. It is normally confined to the inner leaflet of the plasma membrane, with apoptosis activating a lipid scramblase which disrupts this membrane asymmetry, thus exposing phosphatidylserine on the cell surface4. Phosphatidylserine is found on the extracellular surface of some non-apoptotic cells, such as mature macrophages and activated platelets. However, these cells are not efferocytosed due to the presence of "don't eat me" signals, such as CD47, on their cell surface5,6,7. Exposed phosphatidylserine is recognized by an array of efferocytic receptors expressed by efferocytes. Binding of these receptors to phosphatidylserine, either directly or through the aid of opsonins, activates signaling pathways that promote the engulfment of the apoptotic cell into a membrane-bound vacuole termed the efferosome8,9,10,11,12. The efferosome fuses sequentially with endosomes and lysosomes, which deliver the molecular machinery necessary to acidify the efferosome and to degrade the apoptotic cell cargo13,14. Once degraded, the apoptotic cell-derived materials are trafficked to the recycling endosome — a process which limits immune responses to apoptotic cell-derived antigens, and which may allow for recovery of nutrients from the apoptotic cell13,15. A failure in efferocytosis results in impaired clearance of apoptotic cells; these uncleared cells eventually undergo secondary necrosis. Necrotic cells release pro-inflammatory cytosolic contents, pathogens, and autoantigens into the extracellular milieu, thus driving a range of infective, inflammatory and autoimmune diseases16,17. Together, apoptosis and efferocytosis facilitate the removal of dying and dead cells and allow for the maintenance of tissue homeostasis.
Investigating the molecular mechanisms underlying efferocytosis requires methods that provide a clear quantification of apoptotic cell uptake. This quantification is complicated by the fact that unlike other uptake mechanisms such as endocytosis and phagocytosis18,19, efferocytosis may not result in the engulfment of intact target cell, resulting in the piecemeal uptake of the apoptotic cell by the efferocyte20. The protocol described herein describes an in vitro efferocytosis assay that provides accurate delineation of the internalized versus non-internalized portions of individual apoptotic cells and can be combined with a variety of fixed-cell and live-cell microscopy approaches. Traditional phagocytosis assays add antibodies specific to the phagocytic target at the end of the experiment in order to label non-internalized targets, where as our method differs by labelling the apoptotic target with covalently-linked biotin21,22. While apoptotic cell specific antibodies can be used in this assay, the biotinylation approach allows for any protein-bearing target to be labeled and avoids potential issues with secondary antibody cross-reactivity if immunostaining is performed. Specifically, we outline the preparation of apoptotic Jurkat cells that have been dual-stained with both a cell tracking dye and biotin. The cell tracking dye allows for apoptotic cell-derived materials to be tracked during efferocytosis, whereas surface biotinylation allows for the discrimination of internalized from non-internalized portions of efferocytosed apoptotic cells. We also describe the culture and preparation of J774.2 and THP-1 cell lines for use as murine and human efferocytes, monocyte-derived M2 macrophages as an example of primary cell efferocytosis, and Jurkat cells for use as efferocytic targets. These methods can easily be applied to other cell lines or primary cells, to target cells undergoing any form of cell death (e.g. apoptosis, necrosis and necroptosis), and to micron-sized mimics which simulate apoptotic cells through lipid coatings or coating with ligands specific to an efferocytic receptor of interest.
The method outlined in this protocol has several advantages over the flow cytometry based methods commonly used in the field23,24. By directly imaging the phagocyte-apoptotic cell interaction, combined with clear labeling of both total and non-internalized apoptotic cell material, quantitative measures of efferocytosis can be made. Moreover, the use of pH-insensitive fluorophores limits confounding factors such as the suppression of FITC and GFP fluorescence at lysosomal pH that confounds some alternative methods25. Lastly, while not described in detail, these methods can be employed using efferocytes expressing fluorescently-labeled transgenes, or with post-fixation immunostaining, to allow for quantification of signaling molecule activity and monitoring of the cellular processes during efferocytosis.