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This platform addresses a genuine gap in tuberculosis research by enabling direct visualization of bacilli and host-cell interactions within the intact mammalian lung under BSL-2 conditions. Prior in vivo imaging strategies, including whole-body optical detection using fiber-optic microendoscopic excitation20, reporter enzyme fluorescence imaging21, and near-infrared fluorescent protein-expressing Mtb22, enabled sensitive longitudinal monitoring of bacterial burden and drug responses, but they measure only aggregate bacterial loads and cannot resolve individual and small clusters of bacilli, track aggregation dynamics, or reveal spatial relationships between mycobacteria and host cells within intact tissue architecture. Although BSL-3-compatible multiphoton systems have demonstrated proof-of-principle for imaging virulent Mtb in the lung24, such implementations require specialized containment infrastructure that remains inaccessible to most laboratories. The present work builds on a lineage of intravital mycobacterial imaging that began with real-time visualization of M. marinum infection in zebrafish13 and continued with two-photon imaging of BCG granulomas in the mouse liver14,15, extending these approaches for the first time to the visualization of bacilli and host-cell interactions within the intact mammalian lung. By combining the WHRIL permanent lung window with mc28471, a fluorescent tdTomato-expressing derivative of the triple-auxotrophic BSL-2-approved Mtb strain mc27902, this platform overcomes the containment barriers that have limited prior approaches. The result is serial detection and tracking of bacilli within the intact lung microenvironment over multiple days under standard BSL-2 conditions.
Using this system, we directly visualized early infection events previously accessible only through inference, including rapid vascular delivery of bacilli, early aggregation, dissemination into the parenchyma, and uptake by pulmonary macrophages. Although this study employs intravenous inoculation of an attenuated strain rather than aerosol delivery of virulent Mtb, the biological behaviors observed mirror key early steps thought to occur during pulmonary infection. In aerosol infection models, early productive infection has been shown to occur predominantly in airway-resident alveolar macrophages28, providing an important point of comparison for the macrophage associations observed here. Intravenous delivery was therefore chosen as a controlled and reproducible route for studying these interactions under BSL-2 conditions, enabling mechanistic insights that would otherwise require highly specialized BSL-3 containment infrastructure. Extending this platform to aerosol infection with virulent Mtb under BSL-3 conditions remains an important future direction, and proof-of-principle BSL-3 multiphoton systems24 show that such adaptations are technically feasible.
Several aspects of the protocol can be adapted to different experimental contexts. The inoculum of 5 x 106 CFU was selected to ensure reliable detection of bacilli during the early post-infection period; lower doses more closely approximate physiological aerosol exposure but may make localization of bacteria technically challenging as the organisms are cleared from the lung, and this trade-off should guide dose selection for future applications. Window placement is not anatomically targeted, which introduces sampling constraints and animal-to-animal variability when quantifying infectious foci, and investigators should account for this when designing quantitative experiments. The use of Rag2-deficient mice can be substituted with immunocompetent animals when the research question requires evaluation of T and B cell responses. Similarly, while the protocol employs a laser-scanning confocal microscope, it can be implemented with multiphoton microscopy. Although multiphoton imaging typically offers advantages in tissue penetration depth, the lung's highly scattering architecture, with its many oil-water-air interfaces, results in minimal practical difference in penetration depth between the two modalities in this setting, and the choice should be guided by the specific experimental question and available instrumentation.
The current protocol carries limitations that must inform the interpretation of results. Most fundamentally, it employs an attenuated, auxotrophic Mtb strain delivered intravenously, which does not fully recapitulate aerosol infection with virulent Mtb, and imaging is restricted to the superficial subpleural lung region accessible through the WHRIL window, so whole-lung infection dynamics cannot be assessed. Quantitative features such as dissemination kinetics and immune cell recruitment should therefore be interpreted within the constraints of this attenuated intravenous model. Because Rag2-deficient mice lack mature T and B cells26, adaptive immune responses cannot be evaluated in this setting, and observations should be understood as reflecting the earliest innate-phase interactions rather than the full spectrum of host responses to infection. This limitation can be addressed directly, as the technique is not inherently restricted to immunodeficient animals and can be performed in immunocompetent mice. A further interpretive limitation concerns the assignment of intracellular versus extracellular bacillary localization: unless imaging studies are specifically designed to achieve sufficient lateral and axial resolution, to use a well-characterized point spread function, and to employ an adequate z-stack step size, the position of bacteria relative to host-cell boundaries cannot be definitively resolved, and interpretation should remain conservative. Finally, because the WHRIL provides access to a fixed subpleural region, observations reflect local infection dynamics within that field and should not be assumed to represent the whole lung.
Troubleshooting and Limitations
Successful application of this protocol depends on careful attention to two independent sources of technical failure. The first is the failure of lung window implantation. Motion artifacts during imaging are a direct consequence of incomplete stabilization of the lung surface resulting from suboptimal window placement. Inadequate sealing of the coverslip will be immediately apparent, as mice will be unable to recover from surgery. Complete removal of intrathoracic air, proper use of positive end-expiratory pressure during coverslip attachment, and thorough but gentle drying of the lung surface before adhesion are each critical for achieving a stable, well-sealed window. It is essential that the lung surface be completely dry before adhesive application, as the most common cause of unsuccessful coverslip attachment is residual moisture on the lung surface prior to apposition with the frame or coverslip. Furthermore, only a very thin layer of adhesive should be applied; excess adhesive should be scraped off prior to coverslip placement, as thick adhesive layers degrade image quality. With repeated imaging sessions, exudate from the skin surrounding the window frame may congeal and prevent proper seating of the fixturing plate used to immobilize the mouse on the microscope stage; placing a moistened tissue over the window for 10 to 15 min will soften the exudate and allow proper placement of the plate. Injection volumes should be limited to a maximum of 50 µL at a time, as excess injected volume can cause the lung surface to excrete water and detach from the coverslip. Finally, some small amount of imaging drift may be observed immediately after placing the mouse on the microscope stage, arising from relaxation of the animal's body or thermal expansion of stage components; allowing approximately 30 min for equilibration before beginning image acquisition will minimize this effect, and any residual drift can be corrected computationally.
The second source of failure is the preparation of the bacterial inoculum. Incomplete dispersion of mc28471 leads to artifactual aggregation prior to injection, directly confounding interpretation of early in vivo clustering events. Adequate sonication and inclusion of tyloxapol throughout the washing steps minimize clumping and improve reproducibility. Fluorescence intensity must be verified before infection, since reduced tdTomato signal can indicate plasmid loss or suboptimal growth conditions that would undermine detection of bacilli in tissue.
A technical constraint of the imaging setup is that confocal microscopy of the lung is limited in depth penetration; deeper bronchioles, vessels, and parenchymal structures are not accessible through the WHRIL window. For studies that require definitive assignment of intracellular versus extracellular bacillary localization, imaging should be planned in advance to ensure sufficient lateral and axial resolution, a well-characterized point spread function, and z-stack acquisition with adequate step size. These imaging conditions are achievable but are not guaranteed by default and must be deliberately built into the experimental design.
Finally, as this study was intended as a proof-of-principle demonstration of the application, all imaging data were obtained from one live mouse (n = 1) in a longitudinal experiment designed to assess time-dependent changes in mc28471 localization in the lung following intravenous injection. Therefore, additional studies with larger cohort sizes are needed to confirm the reproducibility and generalizability of these observations. At each time point (immediately after injection, 6 h post-injection, and 3 days post-injection), multiple regions accessible through the permanent lung window were imaged. Representative images from these regions are provided in Supplementary Figure 1 and Supplementary Figure 2.
Despite these constraints, the platform opens a range of experimental investigations that have been previously inaccessible. Mtb undergoes profound metabolic remodeling during infection, including shifts toward host lipid and cholesterol utilization29, yet how these physiological states influence bacterial morphology, aggregation, trafficking, or immune recognition in vivo remains unclear; because this system permits real-time visualization of bacilli within intact lung tissue, it can be directly applied to address these questions. The platform equally enables systematic dissection of genetically defined mutants with altered cell-envelope or virulence properties, including acid-fast-deficient mutants30, non-cording variants that may influence aggregation or vascular occlusion, and ESX-1-deficient strains resembling BCG31, with mc27902-derived strains remaining BSL-2-compatible25 and therefore accessible to serial high-resolution imaging. A particularly compelling application is the direct visualization of immune-mediated bacterial killing. The conditionally persistent mutant mc27901, which persists in immunodeficient hosts but is sterilized by adaptive immunity in immunocompetent mice32, provides a tractable substrate for such studies, and combining aerosol infection of fluorescent mc27901 with intravital lung imaging could enable real-time visualization of when and where immune-mediated sterilization occurs at the single-cell level. This system also enables direct comparison of early bacillary fate in unimmunized versus mc27902-immunized mice, a vaccination regimen known to induce exceptionally strong protection (unpublished data), potentially revealing whether sterilization correlates with altered macrophage behavior, accelerated intracellular killing, or changes in spatial organization within the lung, and thereby distinguishing immune mechanisms that restrain bacterial growth from those that achieve true clearance. In summary, this work provides a practical BSL-2-compatible platform for real-time intravital imaging of attenuated mycobacteria in the lung, establishes a foundation for mechanistic studies of bacterial physiology, host recognition, and immune-mediated clearance, and lays the groundwork for future extension to virulent Mtb under BSL-3 conditions.