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Immunohistochemical Standardization
and Ready-to-Use Antibodies
Clive R. Taylor MD, DPhil, FRCPath, FRCP (Ir)
Introduction and Background: The Growing Table 1. The Total Test; An IHC stain managed in the same rigorous manner as
a clinical laboratory analysis.
Consensus for Standardization
From the beginning there has been concern relating to the relatively Pre-analytic
poor reproducibility of immunohistochemical (IHC) methods as Test selection
applied to formalin-fixed paraffin-embedded (FFPE) tissue sections, Specimen type
reproducibility day to day within a single laboratory, and reproducibility Acquisition, pre-fixation/transport time
among different laboratories. In recent years these concerns have, if Fixation, type and total time
anything, increased and lack of standardization is now recognized as Processing, temperature
a major impediment to basic research, clinical trials, and direct patient Analytic
care. Over the past three decades a number of conferences have Antigen retrieval procedure
been held to address this topic and to seek constructive resolutions. Selection of primary antibodies
Among the most productive were a series of meetings sponsored Protocol; labeling reagents
by the Biological Stain Commission and the FDA in the early 1990s, Reagent validation
that led to recommendations for manufacturers concerning the Control selection
precise description and validation of IHC reagents (1), and also Technician training/certification
highlighted the necessity to pay attention to all aspects of the IHC
Laboratory certification / QA programs
test procedure. The latter recommendation, borrowed from the much
Post-analytic
more rigorous protocols applied to immunologic assays in clinical
Assessment of control performance
laboratories, became known as the Total Test approach (Table 1)
Description of results
(2, 3). A more recent meeting attended by invited experts, the FDA
Interpretation/reporting
and NIST (National Institute of Standards and technology) focused
Pathologist, experience and CME specific to IHC
upon standardization of Her 2 IHC assays, and the need for universal
control materials (reference standards) (4). Modified from Taylor (2, 3, 5).
The consensus arising from these meetings was that the translation
of IHC methods from bench to bedside, in the sense of use in routine
surgical pathology, has been greatly hindered by two key factors.
While decades have passed these issues have not been satisfactorily
addressed and have not been ameliorated.
1. The reagents available for IHC, have increased in quality, but even
more so in number of sources and variety of staining methods.
This plentitude of reagents contributes to lack of standardization in
significant ways, that in theory are manageable by good technique
and use of proper controls, but in practice have led to requirements
of such excellence in technical process, that many laboratories
cannot find sufficient, or sufficiently skilled, staff to comply.
2. The usual method of sample preparation for tissue remains as time, the same AR process, the same primary antibodies and
formalin fixation and paraffin embedment (FFPE). This venerable detection systems, from a single vendor, with the same automated
approach may be satisfactory for the preservation of morphologic stainer, and common controls. Clearly this perfect option will never
detail, but does adversely affect the antigenicity of many target happen, and we therefore must do what we can to ameliorate the
molecules in the tissue, to degrees that are unknown. The enormous
consequences of the variables in the process.
variation in protocols (including fixation times) employed for FFPE
among different laboratories, or within the same laboratory from
specimen to specimen, compounds the problem, and contributes Ready-to-Use (RTU) Reagents
to the current poor reproducibility. The present chapter has as its focus the use of ready to use (RTU)
reagents, sometimes included under the terms pre-diluted reagents
Legions of investigators, and many manufacturers, have addressed
or IHC kits. The potential utility of RTUs will be examined with respect
different aspects ofthe problem, focusing upon better sample
to improved standardization of IHC, including indirect benefits
preparation (fixation), more effective methods of antigen retrieval,
that relate to sample preparation and the use and availability of
improved reagents, more sensitive detection methods, and the
control tissues.
development of reference standards or controls (2-8) . To date,
these approaches have failed to produce an overall system of IHC Within the context of the Total Test (Table 1) those areas listed under
that assures uniform high quality, with a level of reproducibility and the rubric of Analytic are of particular relevance to the IHC laboratory,
reliability sufficient to allow robust comparison of IHC results across for their proper performance is the direct responsibility of the
laboratories, especially where semi-quantitative results are sought Laboratory Director and staff, including technologists and pathologists.
(as for Her 2 , or ER) (4, 7, 8). Obviously, Pre-analytic and Post-analytic issues are of concern,
and must be considered in the context of overall performance, but
Some broad conclusions are possible:
the IHC laboratory is properly and directly responsible for the actual
Resolution of the problem of sample preparation is not imminent;
performance of the IHC stain or assay.
the scientific aspects of developing a new fixative to replace
formalin are challenging and more importantly the logistical While it may appear to be a matter of semantics, the author has
and economic obstacles to replacing formalin worldwide
become convinced that whether IHC is viewed as a stain or as an
are formidable.
assay, can play an important role in establishing the proper mind
High-quality reagents are available, with highly sensitive detection set of the laboratory staff and the pathologists. The IHC method is
methods, but they must be employed properly in controlled fashion, regarded by many as simply a stain; it produces a visible tinctorial
and currently often are not. reaction within the tissue section. However, IHC should not be
There is a pressing need for tissue-based IHC controls (or regarded as simply another special stain, like a PAS stain or a
reference standards)(4,7,8) that can be made available to all silver stain. As already noted, IHC is essentially an ELISA method
laboratories performing IHC assays, somewhat analogous to the applied to a tissue section. In this respect, when correctly performed,
universal reference or calibration standards that are available to IHC has the potential to perform as a reproducible and quantitative
clinical laboratories performing ELISA testing, which in principle tissue based ELISA assay; much more than a simple stain. That
is a strictly analogous technique (the same reagents that are
the IHC method mostly does not perform to this level, reflects faults
employed in an ELISA test to measure the insulin level in serum,
in the application of the method, specifically inconsistent sample
may be employed to perform an IHC stain for insulin in a paraffin
preparation, lack of reference or calibration standards, and inadequate
section) (ELISA enzyme linked immunosorbent assay).
validation of reagents (7, 8). The use of RTUs does not finally solve
From this brief discussion it follows that for maximum standardization these problems, but for reasons that will be discussed below, can
all laboratories would carry out the IHC in identical fashion for every lead to increased reproducibility and consistency in a practical
phase of the Total Test, namely use the same fixative and fixation
sense, in large part by forcing the use of external standards, external validate specificity applies to all antibodies, whether purchased in
reagent validation, and defined, extensively tested protocols upon the concentrated form and subsequently diluted by the laboratory, or
user laboratory. obtained as RTUs; it just is easier to validate specificity of RTUs, as
discussed below.
Reagent Validation The huge variety of reagents available for IHC, and the large number
Selection and validation of reagents for use in the IHC method is of different vendors, in a way contributes to lack of standardization;
not straightforward. Most of the IHC procedures in current use for almost there is too much choice. As described elsewhere (Chapter 1),
diagnostic pathology employ multiple steps. The primary antibody the primary antibody may be polyclonal or monoclonal. A polyclonal
is the essential first component, imparting target specificity to the antibody or antiserum is produced by traditional immunization
test. The primary antibody is itself not labeled, and localization in the techniques, with booster injections to maximize reactivity against the
section is visualized indirectly, through the subsequent application target antigen. Such antisera in fact contain many different antibody
of secondary labeling reagents, requiring that multiple reagents be species, having varying specificity for many antigens, but are
optimized together in a rational and documented manner that fosters effectively enriched for high affinity antibody molecules that target the
control and reproducibility. antigen of interest (while antibodies to other antigens, not of interest,
are present at low levels, or are of low affinity, or may be selectively
Primary Antibody, Selection, Validation and depleted by absorption methods). Monoclonal antibodies, prepared
optimal concentration (vide infra). RTU reagents may be polyclonal or control tissue processed in a manner similar to (ideally identical to)
monoclonal, and are pre-diluted by the manufacturer, under rigorous the test tissues.
quality control using a defined labeling system and defined protocol,
to demonstrate consistent performance upon selected positive (and Secondary or Labeling Reagents: Protocols
negative) control cells and tissues. The concentration by weight
One of the early consequences of attempts to apply antibody
of antibody usually is not given for RTUs (even when monoclonal)
based methods to FFPE tissue sections was a pressure to develop
for the intention is that the reagent should be used directly, without
increasingly sensitive labeling methods, an unspoken rationale
further dilution. In fact, by definition, RTU reagents should not be
being that if only small amounts of antigenically intact protein remain
subject to additional dilution by the performing laboratory, neither
after formalin fixation, then the greater the sensitivity of the detection
should the recommended detection system be changed, or any
method, the greater the chance of a successful stain on FFPE tissue
step in the staining or labeling protocol. Any change mandates that
sections. Thus the simple indirect method, employing conjugated
the performing laboratory conduct extensive re-validation of the
or labeled secondary antibody, was succeeded in turn by the PAP
whole system.
method, ABC method, tyramide amplification and polymer based
As noted above, both polyclonal and monoclonal antibody reagents methods (see Chapter 10 and reference 5), all seeking amplification
must be added to the tissue section at an optimal concentration or of some faint, but specific, initial signal, without compromising the
working dilution, defined as that giving the highest intensity of specific specificity of that initial reaction. In this context the term sensitivity
reaction, with the lowest level of non-specific background staining: is used in relation to the ability to detect ever smaller amounts of
i.e. the highest signal to noise ratio. For RTUs the operative dilution antigen in the tissue section, or to detect the same amount of antigen
is pre-determined by the manufacturer on the basis of extensive in at ever higher working dilutions of antibody. This usage resembles
house studies, and the performing laboratory is spared this effort. analytical sensitivity in the clinical laboratory, but is different from
For antibodies that are purchased in concentrated form, the optimal the more common application of the term sensitivity in diagnostic
concentration (or working dilution) is determined experimentally within practice, where it refers to the ability of a test to detect true positive
each laboratory by serial titration experiments (see Chapter 2 and cases in a population of patients known to have the disease
reference 5 for detailed discussion). Because the primary antibody is (diagnostic sensitivity).
the antigen retrieval process (or to improve sample preparation). As storage, de-paraffinization and rehydration are ill understood and
noted previously, changing concentration of the RTU or adjusting the also undocumented. Finally antigen retrieval, while acting to restore
staining protocol outside of the manufacturers guidelines places the antigenicity for many proteins, also is inconsistently applied. It is the
entire burden of validation back on the performing laboratory. clear consensus of those experienced in the field of IHC (4, 6-18)
that all of these steps taken together, under the rubric of sample
The RTU primary antibody, together with the detection system and
preparation, represent the largest single obstacle to standardization,
protocol, is usually set up by the manufacturer to produce satisfactory
and one that will not easily be overcome.
results on a range representative tissues (usually FFPE tissues),
and is validated for run to run reproducibility on a variety of FFPE In this respect the more widespread use of RTUs may have benefit,
tissues containing differing levels of the target antigen. The goal of the not solving the problem of standardization, but perhaps contributing
manufacturer is that the RTU, with its associated detection system, to some practical improvement. As noted above, typically those
will therefore perform well with the range of FFPE tissues that may manufacturers who market RTU reagents conduct extensive in house
be encountered in many different laboratories. The ideal outcome for studies that establish successful performance of the RTU on a wide
a performing laboratory in evaluating an RTU is that the RTU, with its range FFPE tissues, that have been subject to different times and
detection system and protocol, gives an acceptable result on FFPE conditions of fixation, and contain varying concentrations of antigen.
tissues that are processed in the performing laboratory (institution), To some extent, therefore, use of a carefully validated RTU, with
straight out of the box. If it does not then it may be necessary to go to associated detection system and protocol, including defined conditions
concentrated reagents and set up the particular IHC test by detailed for AR (antigen retrieval), may compensate for lack of standardization of
titration studies, with attention to fixation, antigen retrieval and all fixation and processing, and thus contribute to overall standardization
aspects of the Total Test (3, 5). of IHC results. This approach is admittedly empirical, and in no sense
argues against the notion that the best strategy, in skilled hands, is
to obtain separate concentrated primary and secondary labeling
Impact of RTUs on Other Aspects of the
reagents and to perform the necessary titrations to establish the
Total Test
optimal protocol for the FFPE tissues available to each laboratory
To this point discussion has properly focused upon reagents and the
performing IHC. The skill set and experience necessary to conduct
Analytic Phase of the Total Test, this being the phase where RTUs
optimization studies are considerable and may not be readily available
are employed and have most impact.
within the laboratory, particularly where IHC assays are performed in
While choice and validation of reagents are critical issues, in my smaller institutions at relatively low volume. Even in large academic
opinion, by far the most important contributory factor to variable centers the availability of skilled histotechnologists, who also are
performance of IHC worldwide, as well as in individual laboratories, trained in basic immunologic methods may be limited. RTUs may be
relates to the pre-analytic phase (6-10). Most important is the then be an option for some less commonly performed tests.
almost complete absence of consistency in tissue fixation, and other
In the post-analytic phase (Table 1), interpretation of results is also
aspects of specimen handling. While formalin is by far the most widely
not well standardized among pathologists (3, 10), especially where
employed fixative, there is no consistency in its preparation, whether
semi-quantitative assessments are attempted (7, 8). Interpretation of
freshly prepared or not, or in time for which tissues are exposed
an IHC slide should always be accompanied by review of the relevant
to the fixative. Indeed almost always the fixation time is unknown
controls by a trained pathologist, experienced with the IHC assay in
and undocumented. Similarly pre-fixation time (sometimes referred
question. Ideally this same pathologist should contribute to the final
to as ischemic time post resection, but prior to immersion in
pathology report. However, such an ideal approach is not practical
fixative) is not documented and is unknown in duration or impact.
where surgical pathology sub-specialization is extensive and where
Similarly the other stages of processing, dehydration, impregnation,
IHC is centralized into a single laboratory facility that may serve
many dispersed pathologists. In these instances the controls should Similarly the scientific and logistical problems that must be overcome
be reviewed by experienced technologists and pathologists and in developing and establishing a set of universal IHC tissue reference
appropriate performance should be recorded before release of the materials are daunting. The problem is not, however, insurmountable
stained slides to surgical pathology. Manufacturers of RTUs, including and a number of proposals for external reference standards based on
Dako, may provide atlases of representative staining results that are cell lines, faux tissues, and peptide deposits are under consideration
useful to surgical pathologists at the bench, in viewing expected (4, 5), together with the notion of developing Internal Reference
patterns of staining, especially for the less common tests. Finally Standards, including ultimately Quantifiable Internal Reference
interpretation, assisted by image analysis, is a growing trend that Standards (QIRS) (7, 8) that would permit calibration of IHC assays
will eventually become essential for IHC as it is used in a quantitative across laboratories. Again time and resources are required, but the
mode (7, 8). But image analysis and quantification are pointless outcome is likely to be similar to that experienced already in the
unless first the IHC method is standardized to the greatest degree clinical laboratory.
possible, which in return requires integration and control of as many
This chapter has, therefore, focused on a more immediate and
components of the Total Test as possible. This large task can be
pragmatic approach, namely the use of RTUs, that if widely employed
approached by manufacturers for all phases, with the current exception
are likely to lead to improved outcomes for IHC assays, in terms of
of sample preparation, because they have the resources to develop
reproducibility of results from day to day, and laboratory to laboratory.
and integrated complete systems, from reagents, to processors, to
The use of RTUs is empirical, and in no sense argues against the
stainers, to image analysis, whereas few single laboratories can do
notion that the best approach, in skilled hands, is to obtain separate
this. In this context RTUs are likely to play a growing role because
concentrated primary antibody and secondary labeling reagents, and
manufacturers will find it difficult to produce reliable integrated
to perform the necessary titrations to establish to the optimal protocol
systems unless they also control reagent optimization and protocols
for each different antibody using the FFPE tissues available to each
to the greatest degree possible, and routine laboratories are likely to
laboratory performing IHC. The latter is a huge task, beyond the
welcome this outcome, it does, after all, mirror the course of events
expertise on many laboratories, and expensive in terms of reagents
that occurred over the past four decades as clinical laboratories
and use of control tissues.
underwent automation and standardization.